Notícias

Every hyperscaler on the planet just committed to a spending spree that funnels through one chokepoint, and the Aug. 26 earnings report will either validate the conviction or expose the cracks in it.

Anthropic is embedding "imperceptible" machine-readable watermarks directly into text generated by new Claude models, making copied AI output easier to trace as schools, publishers and other organizations grapple with undisclosed machine-written content. Claude Watermarks Follow Text Across Platforms IPO-bound Anthropic...

Tech giants are pouring hundreds of billions into AI infrastructure, but a Barclays economist is pointing to a decades-old cautionary tale that suggests the productivity payoff could be further away than Wall Street expects.

Cloud computing is a major beneficiary of AI spending.

Markets were subdued as the US and Iran dug in their heels, clouding hopes for a Hormuz deal.

Your 401(k) assets could be fueling the AI boom that could cost you your job. Here’s how you can protect yourself.

Investing.com -- S&P 500 companies are on course for 32% year-on-year EPS growth in the second quarter of 2026, following a 30% jump in Q1. This back-to-back earnings run rivals the strongest on record.

Artificial intelligence has been a major tailwind for this budding cloud company.

(Bloomberg) -- CoreWeave Inc. shares have been on a roll lately after a monthslong slump. Now, the neocloud provider’s earnings after the close Tuesday can give investors a sense of whether the rally is sustainable. Most Read from BloombergChina Unleashes $28 Trillion Capital Markets to Challenge US in AINvidia Taps Wall Street for $500 Billion Funding CommitmentTrump Makes Sweeping New Demands on Iran as Deal Hopes DimStocks Churn as Hormuz Standoff Spurs Rally in Oil: Markets WrapIran Shakes U

For those seeking a pick-and-shovel approach to the AI wave, here's a guide to utilities, grid hardware, cooling firms, and refinery stocks.

Intel could price the offering at around $95 per share or above, according to Bloomberg’s sources, which would be a 6.5% discount from Friday’s stock price.

A CDN giant is issuing per-agent wallets with spending caps and merchant allow-lists, betting it can own the settlement pipe before agents start spending real money. Cloudflare has entered the agent commerce race with a two-tier wallet architecture designed to give developers programmable control over how AI agents spend money. The company’s new AI Agents […]

Cloudflare has entered the agent commerce race with a two-tier wallet architecture designed to give developers programmable control over how AI agents spend money. The company’s new AI Agents platform, announced August 4, introduces Account Wallets for funding and Virtual Wallets for individual agents, each equipped with configurable guardrails including periodic spending allowances, merchant allow-lists, […]

Anthropic is reportedly meeting investors for its IPO and could launch the share sale as early as next month. OpenAI has reportedly deferred its plans to next year.

In early June 2026, AI and chip stocks lost roughly $1.3 trillion in combined market value in a matter of days. Investors who had been riding the AI wave suddenly started asking whether the trade had run too far ahead of reality. Nvidia shares had pulled back more than 15% from their May peak. ...

Magnite (NASDAQ:MGNI) is seeing accelerating growth in connected television advertising as demand broadens beyond large brands and agencies, according to Nick Kormeluk, the company’s senior vice president of investor relations, speaking at a KeyBanc event. Kormeluk said the company’s CTV business h

Management set a higher bar for profits, and the stock has already jumped, but the real story is how much faster the bottom line is guided to grow than the top line.

(Bloomberg) -- Alphabet Inc.’s Google pitches its artificial intelligence tools to corporate clients as a way to more quickly sift through a mountain of job applications to find the most promising candidates. Some of its own AI researchers don’t want to rely on these tools when recruiting.Most Read from BloombergChina Unleashes $28 Trillion Capital Markets to Challenge US in AIStocks Churn as Hormuz Standoff Spurs Rally in Oil: Markets WrapIran Shakes Up Security Team After Saying Oman Deal ‘Ver

Microsoft showered investors with one of the largest cash returns on the market, but the real story is what that spending says about the tech giant's future.

FeedIRL Founder Kris Mathis joins Josh Lipton on Asking for a Trend to discuss the growing loneliness epidemic and how FeedIRL is working to help people build meaningful connections.

Invesco sells you the same 100 stocks through two different funds at two different prices, and most investors buying the pricier one have no idea the cheaper version even exists.

Unease about negotiations to reopen the Strait of Hormuz boosted oil and yields but pressured stocks at the start of a big week for inflation data.

Stronger earnings and improving AI returns persuaded JPMorgan strategists to raise their market forecast despite persistent valuation and geopolitical risks.

Economist Torsten Sløk points out that the AI capex boom is lifting profit margins for the Mag Seven, but not other companies.

Microsoft joins a growing field of tech companies scaling up production of their own chips to battle AI costs.

JPMorgan highlighted Microsoft's cloud growth and backlog while raising its S&P 500 earnings and year-end forecasts.

Cash flow could become next pressure point for megacaps

Custom silicon could reshape Microsoft's AI cost structure

Platforms like Meta, TikTok, Snapchat, and Google are facing a long road of litigation.

The appeals court ruled Section 230 provides a liability defense, not immunity, making Meta's appeal premature