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

The AI spending boom is outrunning Wall Street estimates, Trump considers changing capital-gains taxes, China’s property crisis isn’t over, and more news to start your day.

This AI lab just hired the person who built Google’s most guarded hardware program. That is not a coincidence.

Aug 24 (Reuters) - Alibaba shares fell 8% in early Hong Kong trade on Monday after the tech company finalised a HK$80 billion ($10.21 billion) share placement at HK$112.70 apiece, in a deal aimed at
AI startup Hugging Face has been exploring a sale that could value the company at $13 billion or more, Business Insider reported on Sunday, citing people familiar with the matter. The New York-based company, which hosts open-source large language models and datasets, has been working with a bank to gauge bidders' interest, the report said. • Hugging Face did not immediately respond to a Reuters request for comment outside regular business hours.

Treasury Secretary Scott Bessent came to office blasting his predecessor for trying to re-engineer the world’s largest bond market. This week he took a stab at it himself.
Nvidia will report its Q2 earnings after the bell on Aug. 26.

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.

A massive new hardware deal is rewriting the rules for AI silicon suppliers.

Anthropic's (ANTH.PVT) IPO paperwork could be filed as soon as this month, potentially beating OpenAI (OPAI.PVT) to the punch. Yahoo Finance Technology Editor Dan Howley outlines what we know so far.
(Updated with response from Meta spokesperson in the seventh paragraph.) Meta Platforms (META), A

Here’s what could be next for Marvell stock.
One earnings report could reset a soaring semiconductor stock
(Updated with response from Google spokesperson in sixth paragraph.) Meta Platforms (META), Alpha
Options traders are bracing for another big move in the AI chip stock.
(Updated with response from Snap spokesperson in fifth paragraph.) Meta Platforms (META), Alphabe

On Thursday, former Alphabet Inc.’s (NASDAQ:GOOG) (NASDAQ:GOOGL) Google software engineer Linwei Ding received a major legal reprieve after a federal judge overturned his economic espionage convictions. Judge Rejects Economic Espionage Convictions U.S. District Court Judge Vince Chhabria in San Francisco...

Aug 21 (Reuters) - U.S. stock index futures inched up on Friday following a battering in the last session, in a week that saw elevated government bond yields and heightened geopolitical tensions weigh

The wave of debt issuance funding the artificial-intelligence buildout is testing the limits of investor demand, with some large bond buyers warning that the market is showing signs of indigestion. While fund managers remain comfortable with the credit quality of companies such as Amazon and Alphabet, Google's parent company, they are increasingly demanding higher yields to accommodate the flood of issuance. "You've started to see the indigestion show up in tech spreads in particular," said Neil Sutherland, head of U.S. fixed income at Schroders.
Meta Platforms (META), Alphabet's (GOOGL) Google and Snap (SNAP) face one fewer teen social media ad

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.

On Thursday, former Alphabet Inc.’s (NASDAQ:GOOG) (NASDAQ:GOOGL) Google software engineer Linwei Ding received a major legal reprieve after a federal judge overturned his economic espionage convictions. Judge Rejects Economic Espionage Convictions U.S. District Court Judge Vince Chhabria in San Francisco ruled that prosecutors failed to provide sufficient evidence that Ding knew or intended his actions would benefit the Chinese government, a requirement for economic espionage charges, Reuters re




