Notícias

The Pepper and Lucky 7 solar power projects will deliver renewable electricity to Meta as part of a long-term agreement.

Meta Platforms' cloud computing business changes the investment thesis completely.

By Daniel Wiessner July 22 (Reuters) - A novel lawsuit claiming that Meta Platforms relied on discriminatory AI tools to select employees for layoffs highlights the problems workers face in suing

(Bloomberg) -- Investors who spent weeks watching US stocks go nowhere are pinning their hopes for a breakout on a key pillar of the four-year bull run: corporate earnings. Most Read from BloombergTrump’s 100% Generic Drug Duty Threatens US Low-Cost SupplyApple to Launch ‘Upgrade’ Device Leasing Program With Klarna to Spur SalesTrump Extends Pardons to Companies, Echoing a 17th Century KingSpaceX Set to Unlock $116 Billion in Shares After IPO Restrictions LiftTreasury Flags Concern Over ‘Potenti

Glow is targeting a new class of endpoint risks created by the rapid adoption of AI agents and developer tools inside enterprises.

July 22 (Reuters) - U.S. stock index futures dipped on Wednesday, pressured by weakness in chip stocks, as investors remained cautious ahead of the first batch of Big Tech earnings that could decide

Economist Peter Schiff reignited the debate over wealth creation and billionaire taxation by arguing that business owners—not employees—are the primary drivers of economic value. Peter Schiff Says Entrepreneurs Create Value, Not Employees Schiff weighed in on the discussion after an...

It remains unclear how Meta, which is aggressively buying compute for its own needs, will have enough excess compute to sell at scale.

If Big Tech scales back its spending, it would have a cascading impact on semiconductor stocks as well as the global tech trade.

Alphabet will report second quarter earnings after the stock market closes Wednesday. Analysts expect capex for the quarter to be $45.1 billion, a 101% increase from a year earlier.

Many hedge funds have soured on momentum trading, but individual investors have not. Are you ready for the battle royale?

U.S. hyperscalers are starting to show returns on their artificial intelligence investments, but the rising cost of the buildout is taking a bite out of their free cash flow, and investors are noticing. At their current trajectory, the so-called "hyperscalers" -- Microsoft, Alphabet, ‌Amazon, Meta Platforms and Oracle -- are expected to spend more combined on capital expenditures than they generate in free cash flow by 2027, according ‌to a Reuters analysis of LSEG consensus estimates. The data shows the companies will generate about $340 billion more in annual operating cash flow in 2027 than in 2025, but capex is expected to rise by ​roughly $534 billion, equivalent to about $1.57 of additional investment for every $1 of additional cash flow.

Advanced Micro Devices (AMD) stock jumped more than 7% Tuesday, July 21, as investors cheered the chipmaker's latest AI infrastructure push and looked ahead to its key AI event. On Monday, July 20, AMD introduced Helios, its first rack-scale AI system, which is expected to begin shipping later this ...

The market has priced this social media company for a breakdown, but its financial statements keep telling a story of growth and cash generation.

The social media giant seeks artificial superintelligence for everyone.

Alphabet and Tesla Are Due to Report Results Wednesday Afternoon

The market is charging a premium for Amazon's stock, but its growth and profit metrics lag far behind its tech peers. Is this a bet on the future, or just an old habit.

Tech has been dropping for over a month under the weight of a host of worries. No, this agonizingly slow, tortured drawdown is because of five issues—none that haven’t been talked about plenty but laid out well by Sevens Report’s Tom Essaye. Tech has done a 180 and become a capital intensive sector, spending hundreds of billions this year alone.

Rothschild & Co Redburn analyst Dominic Ball maintained a Buy rating on the Facebook parent and raised his price target to $1,000 from $900.

Collect upfront option premium while agreeing to potentially buy the stock at a lower target price if assigned.

Tech has been dropping for over a month under the weight of a host of worries. No, this agonizingly slow, tortured drawdown is because of five issues—none that haven’t been talked about plenty but laid out well by Sevens Report’s Tom Essaye. Tech has done a 180 and become a capital intensive sector, spending hundreds of billions this year alone.

Codenamed Frozen v2, Google's new server chip would bake part of Gemini's architecture directly into hardware for a projected 6–10x efficiency gain.

GF Securities expects AMD to narrow, and potentially surpass, Nvidia's AI hardware lead with its upcoming Instinct accelerators while unveiling Anthropic as a major new customer at its flagship event.

Wall Street keeps punishing Meta every time Zuckerberg talks about trillion-dollar bets on AI and virtual reality, and that recurring panic is exactly where one investor keeps parking fresh capital.

CEO Michael Intrator says the global AI build-out requires capital on a scale rarely seen, but that he is on the “right side” of a generational change.

Shopify gets a downgrade, with an analyst writing that Meta Platforms could do serious damage to the e-commerce platform provider.

Both Meta and Pinterest crushed Q1 earnings with double-digit revenue growth, but one is spending $125 billion chasing a superintelligence future while the other just hit a billion-dollar quarter for the first time. The gap between them tells a very different story about which stock actually belongs in a long-term portfolio.

BlackRock combines GIP and HPS to finance Meta's AI data center project through a major bond sale.

Nvidia's investment deepens its ties with one of Europe's fastest-growing AI cloud providers.

Meta Platforms (META) stock has been in focus after talks to lease AI computing capacity to Anthropic in a potential US$10b deal over two years, raising fresh questions about how investors value Meta’s AI build out. See our latest analysis for Meta Platforms. Meta Platforms shares have pulled back slightly from an intraday high of about US$686. However, the 30 day share price return of 11.89% and 3 year total shareholder return of 123.42% show momentum that has built over a longer horizon,...