Notícias
Apenas manchetes de alto sinal - eventos macro, resultados, M&A, regulatório. Listicles e clickbait de analistas filtrados por padrão. Atualizado a cada hora.

Approximately $107 billion of Berkshire Hathaway's invested assets can be traced to two artificial intelligence (AI) pioneers.

Rezolve AI (RZLV) is back on investors’ radar after Google selected the company’s distributed database technology for deployment inside Google Cloud Web3’s blockchain datasets, following an extensive technical evaluation. Rezolve AI’s latest move with Google comes after a sharp rebound in the stock, with a 1-day share price return of 21.81% and a 30-day share price return of 32.14%. This is on the way to a year to date share price return of 3.14%, even though the 1-year total shareholder...

BEIJING/SINGAPORE, Aug 26 (Reuters) - China's Moonshot AI is negotiating revenue-sharing agreements with Microsoft, Amazon and Alphabet's Google that would allow the U.S. cloud giants to host its
As the AI boom enters its next phase, investors and analysts have increasingly begun asking if — and when — Nvidia’s growth supercycle could slow.

For three years now, Nvidia’s quarterly performance has become a milestone for the artificial-intelligence trade. Investors get their latest look at Nvidia earnings Wednesday afternoon when the AI-chip leader reports its second-quarter results. Wall Street analysts expect second-quarter adjusted earnings per share of $2.09, doubling over the past year, on sales of $92.3 billion, also twice what the company posted a year ago.
The New York Times reported earlier Tuesday that the streaming service is considering adding more streamers, like Comcast’s Peacock and Fox One, to its roster.

Google launched Gemini Enterprise for Legal, targeting research, document analysis, and contract work.

Companies and regulators are struggling to determine who is responsible when things go wrong.

Part of the search giant's biggest spending line may have just repriced -- and the year the increase lands on doesn't have a budget number yet.

Marvell recently issued Google a warrant for up to 58.97 million shares at an exercise price of $206.58 per share. Eric Bleeker and Austin Smith break down the partnership between the two companies, as well as what it could mean to the AI landscape as a whole.

Meta Platforms Inc. and state attorneys general have discussed a possible mid-trial settlement of a blockbuster case accusing the company of deliberately designing Facebook and Instagram to addict teens, people familiar with the matter said.

The $200 million extension comes just months after the physical AI startup reached a $2 billion valuation.

Google Cloud's growth has been heating up, and its acceleration should continue.

A Berkshire-flavored ETF promises 15% annual income built on Buffett's name, but the fee structure and hidden upside caps tell a very different story than the fund's marketing does.
Chris Malone’s exit adds to a string of senior departures as OpenAI reshuffles its infrastructure team and prepares for a potential IPO.

Investors are celebrating the first major commercial deployment of the AI upstart's distributed database platform.

Moor Insights & Strategy founder, CEO, and chief analyst Patrick Moorhead speaks with Josh Lipton about what Nvidia's (NVDA) margins and balance sheet may be conveying about the chip giant ahead of its second quarter earnings release on Wednesday, August 26.
Proprietary financial data is becoming a new AI battleground
Morgan Stanley sees major upside from its custom AI chips.
Banks are becoming a major test for agentic AI

An OpenAI executive helping to oversee the AI developer’s data center buildout, Chris Malone, has left the company.

Azure just crossed a historic revenue milestone, Microsoft's commercial backlog ballooned to a staggering figure, and yet free cash flow dropped sharply. Whether $600 is the next stop or a ceiling depends on what happens inside the next earnings report.
Google is converting general-purpose AI into specialized professional software for an industry built around expensive human time.



