Notícias

Some of Nvidia's largest customers have been told prices of servers ‌containing its AI chips will rise by ‌more than 15% in many cases with memory chip ​costs soaring, Bloomberg News reported on Saturday. The price hikes will go into effect on systems shipped early next year and will impact systems including ‌those with the ⁠flagship Vera Rubin and Grace Blackwell chips, the report added, citing people familiar ⁠with the process. The increases will depend on Nvidia's chip generation and memory configurations, they ​said.

The market debut of artificial intelligence start-up Anthropic, a chief rival to OpenAI, could break the record set by SpaceX, US media have reported.Anthropic could then beat OpenAI, the maker of ChatGPT, to market.

Here’s what could be next for Nvidia stock.

Adobe stock trades well below the market on earnings, and the subscription book that has to produce the next set of them is one the company has chosen to grow more slowly.

In recent months, Biogen raised its non-GAAP earnings guidance after strong commercial execution and a pivot toward growth products helped counter ongoing declines in its legacy multiple sclerosis portfolio. This improved outlook, combined with investor attention on five upcoming Phase 3 readouts in lupus, transplant, and rare disease programs, has become a central focus in reassessing the company’s long-term profile. Next, we’ll examine how Biogen’s higher earnings guidance and advancing...

After ripping through the first half of the year, memory stocks are struggling to regain momentum as growing concerns about the state of the artificial intelligence trade overshadow their strong fundamental backdrop.

Meta has quietly become one of Microsoft's largest AI customers, spending hundreds of millions of dollars a year to access the Azure cloud service - and reviving concerns around circular business dealings in the AI space. Bloomberg's Brody Ford joins Ed Ludlow on "Bloomberg Tech."

Hudson River Trading signed a multiyear deal with CoreWeave Inc. to build new trading research and models using the tech company’s artificial intelligence computing services.

Shares of Meta Platforms Inc. have been under pressure all year due to questions about its spending on artificial intelligence. But a trial accusing its social media platforms of targeting children goes beyond that, raising existential questions about the future of its core business.

Meta Platforms Inc. has become one of Microsoft Corp.’s biggest AI customers, underscoring how demand for the emerging technology remains concentrated in the tech industry.

Australia passed legislation on Thursday that will force tech giants to pay millions of dollars in ‌levies if they fail to strike commercial deals with local ‌media outlets for news on their platforms. Proceeds from the scheme would be directed to local Australian news outlets, whose content helps drive user engagement and advertising revenue on the tech firms' platforms. The levy applies to Meta, Alphabet's Google, ‌TikTok and Microsoft's LinkedIn, ⁠covering companies with a "significant" social media or search service in Australia, and local advertising revenue exceeding A$250 million ($178 million).

Companies are now fighting to push through their projects in the face of growing opposition.

Microsoft staged a spectacular recovery after its earnings report, only to risk a sell signal on Tuesday. Is Microsoft stock a sell now? The company's cloud computing and artificial intelligence business helped fourth-quarter profit growth of 30%.

Crusoe IPO looms after last funding round valued the AI data center developer at $10 billion. Reports suggest firm's valuation may triple.

A Plexo Capital partner who owns Anthropic shares went on CNBC to defend a valuation that dwarfs every profitable public AI company, and the caveat he buried in his own argument may be the most important thing he said.

GF Securities Raises Nvidia Price Target to $345 Ahead of Earnings

Aggressive AI spending is unlikely to be reined in by the execs doling out the checks.

Big funds are clinging to Google.

ByteDance Ltd., the developer of TikTok, has attracted more than $30 billion of orders for its jumbo syndicated loan, people familiar with the matter said, indicating strong interest from lenders as the Chinese technology giant ramps up investments in artificial intelligence.

SpaceX doesn’t waste any time developing rockets, launching satellites, or making big moves to build its AI business. The purchased company is essentially an AI software development tool. A user can tell Cursor to develop, say, a touch screen-based user interface.

The Q2 earnings season continues to wind down, which has overall shown immense strength with outsized growth. There have been several standout releases during the Q2 earnings cycle, including those from Palantir (PLTR) and Microsoft (MSFT).

Wall Street sees booming cloud growth as a sign that AI spending is giving a return on investment.

Enthusiasm for Big Tech and its huge investments in artificial intelligence is powering the stock market to record highs again. With a resilient economy and scorching demand, there’s seemingly only one obstacle that can derail this ride: higher interest rates.

Some of the artificial intelligence boom’s biggest beneficiaries can cash in whether open models proliferate or not.

The artificial-intelligence boom is sold to investors as one of the broadest technology shifts in decades. And a shockingly substantial part of the answer may lie with just two corporations, says Steve Eisman. The investor best known for betting against the U.S. housing market before the financial ...

CEO Bill Ackman outlines plans for investment-grade debt, a new venture vehicle, and potential upside from Fannie Mae and Freddie Mac to drive long-term shareholder value.

Investing.com -- Artificial intelligence is more likely to replace individual tasks than entire occupations, limiting the risk of widespread job destruction, BofA Global Research said in a report examining employment across 206 US industries.

Institutional investors pulled back slightly from key stock market segments such as semiconductors, AI infrastructure and megacap technology companies during the second quarter, with few big bets in either direction, U.S. Securities and Exchange Commission filings show. A Reuters analysis of quarterly 13F filings from 6,371 pension ‌funds, hedge funds, wealth managers and other institutional investors reveals a narrow gap between the number of investors increasing their positions and those reducing them, but in many cases the gap ‌swung slightly negative. Nearly 44% of filers reviewed trimmed their holdings of the Magnificent Seven group of megacap tech firms such as Microsoft and Meta Platforms, while 42% initiated or expanded their holdings of this group.

Tiger Global Management trimmed several of its Big Tech stakes, exited Netflix, and took positions in Advanced ‌Micro Devices and SpaceX during the second quarter, according to ‌regulatory disclosures filed Friday. • The hedge fund cut its Alphabet holdings by 45.4% to 5.81 million shares as of June 30 from the end of March, and its Nvidia stake by 6.8% to 11.20 million shares. • ‌It trimmed its Microsoft ⁠stake by 9.3% to 2.27 million shares and its Amazon position by 3.2% to 9.68 million shares.

Goldman Sachs Group Inc., Blackstone Inc. and Apollo Global Management Inc. had been working tirelessly for months to draw up debt deals that would help developers of artificial intelligence systems pay for chips from Nvidia Corp.