Notícias
Apenas manchetes de alto sinal - eventos macro, resultados, M&A, regulatório. Listicles e clickbait de analistas filtrados por padrão. Atualizado a cada hora.
Meta Platforms Inc (NASDAQ:META, XETRA:FB2A, SIX:FB) is expected to deliver second quarter results above Wall Street expectations when it reports earnings on July 29, according to Bank of America analysts, who believe that healthy advertising demand and AI-driven improvements should support...
NVIDIA, Amazon, Berkshire, Palantir and Dell stand out as founder-run companies with strong vision, innovation and long-term growth drivers.
In the social media space, Pinterest, Inc. (NYSE:PINS) has remained one of the key players, demonstrating strong user growth and engagement enhancements. The California-based company operates as a visual search and discovery platform to allow users to find ideas, search, save, and shop, and to offer various advertising products. The company’s users are expanding, and […]
The Magnificent Seven will again reign supreme over S&P 500 earnings, but their dominance is fading. As second-quarter earnings reports start to flow in, analysts expect the Magnificent Seven companies to grow earnings by a combined 31.1%. The other 493 S&P 500 companies are expected to increase earnings 22.8%, FactSet Senior Earnings Analyst John Butters wrote in a report.
The parabolic AI trade has sent many chip stocks to the moon, as investors have bet that hyperscalers such as Google, Microsoft, Amazon, and Meta will continue to aggressively expand AI capital expenditures. However, the rally now faces significant headwinds, with valuation and revenue sustainability concerns resurfacing amid rising competition from cheaper Chinese models. The […]
AMD stock rose more than 3% on Monday.
Meta Platforms' (META) second-quarter results are expected to top Wall Street's views amid solid adv
The British AI materials startup launches a 48-member foundry and reaches a $2.6 billion valuation.
Wedbush said the move reinforces expectations that Meta is expanding its AI infrastructure strategy.
Meta Platforms (META) is expected to report Q2 revenue and earnings above Wall Street estimates, sup
BlackRock is leading a debt sale targeting at least $12 billion for its massive new El Paso data-center project backed by Meta Platforms people familiar with the matter said. The world’s largest investment firm, along with its infrastructure and private-credit arms, owns an 80% stake in the Texas data-center project, while Meta Platforms, which will use the data centers, owns the other 20%. BlackRock has been plowing tens of billions of dollars into data-center investments over the past year, including a $40 billion deal to buy Aligned Data Centers.
Meta crushed earnings five quarters running yet the stock has gone nowhere, and a $145 billion capex bet is the reason investors are split. Whether that spending becomes a catalyst or a liability depends on what happens next quarter.
<body><p>STORY: Tennessee state claims Instagram's design is to blame for a youth mental-health crisis.</p><p>Meta Platforms goes to court on Monday – one of several trials in the coming weeks...</p><p>testing allegations that the company's social media platforms were intentionally built to be addictive.</p><p>Tennessee accuses the company of violating the state's consumer protection law...</p><p>by knowingly designing a product that drives teens to compulsive use...</p><p>and misleading the public about its safety.</p><p>The lawsuit, filed by the attorney general's office, claims Meta failed to disclose extensive internal research..</p><p>showing Instagram could harm teens.</p><p>And that it continued offering features it knew were dangerous without warning users.</p><p>A Meta spokesperson said in a statement on Friday that the company already has built-in controls...</p><p>to protect the hundreds of thousands of Tennessee teens who use social media every day.</p><p>The company has argued the state's claims are based on the content posted on Instagram by its users...</p><p>and that a federal law shields the company from liability for third-party content.</p><p>The trial is slated to last for seven weeks.</p><p>It's scheduled to overlap with at least two other trials against the company in courts in California.</p><p>Meta faces thousands of lawsuits over similar claims in both state and federal court.</p><p>Nearly every state in the country has filed claims against Meta over its platforms’ alleged impact on children.</p></body>
Wall Street keeps punishing Meta for its massive AI spending bill, but three specific numbers buried in the earnings data tell a completely different story about where this company is actually headed.
Microsoft plans to use AMD’s Helios AI infrastructure platform and EPYC data-center processors to power more of its Azure cloud-computing services, the two companies said Monday. AMD stock jumped 5.1% to $521.23 on Monday after the market open, while the rose 0.7%. A combination of Microsoft and AMD technology will power new tools for data processing, electronic design automation, and inference, or running AI models.
(Updates with a statement from Meta in the fourth paragraph.) Meta Platforms (META) is set to go
A surprise addition to AMD's AI customer roster has analysts scrambling to revise their price targets, and the chipmaker's upcoming July event could determine whether shares reclaim their recent highs or face a painful reset.
Wall Street closed sharply lower on Friday, pulled down by tech and discretionary stocks.
(Bloomberg) -- Crowds rushed to an obscure corner of China’s premier tech summit, moving past monumental booths from Alibaba Group Holding Ltd. and Tencent Holdings Ltd. to catch a glimpse of the hottest name in domestic AI.Most Read from BloombergUS Strikes Iran in Escalating Campaign After Troops KilledThousands of Trucks Haul Iraq’s Oil Through Syria in Sign of Hormuz LegacyUS Strikes Iran to ‘Punish’ It for Attack That Killed 2 TroopsTrump Silent So Far on Iran Plans as US Death Toll Hits 17
Bezos-backed startup targets the next chipmaking breakthrough
Technology stocks were advancing premarket Monday, with the State Street Technology Select Sector SP
Bezos-Backed CuspAI Unites Nvidia, Meta to Tackle Chipmaking's Biggest Challenge
The deal could be worth up to $10 billion.
The U.K. startup, now valued at $2.6 billion, is directing 80% of its near-term research toward semiconductor materials