Notícias
Apenas manchetes de alto sinal - eventos macro, resultados, M&A, regulatório. Listicles e clickbait de analistas filtrados por padrão. Atualizado a cada hora.
Andy Jassy is pouring roughly $200 billion into data centers while free cash flow craters, and that tension between brutal near-term spending and a looming AI billing inflection is exactly why one investor keeps hitting buy.
Wedbush said the move reinforces expectations that Meta is expanding its AI infrastructure strategy.
The investor says the AI infrastructure boom is where most people should be investing their money — but warns the window to act is shrinking.
Meta Platforms (META) is expected to report Q2 revenue and earnings above Wall Street estimates, sup
AWS just posted its fastest growth in 15 quarters while Amazon commits to a staggering AI bet that could either cement its dominance or crush its free cash flow, and the July 30 earnings report will force the market to pick a side.
Amazon's Jason Buechel joins NYSE Live to discuss how to simpligy grocery shopping for users
L1 Capital, an investment management firm, released its “L1 Capital International Fund” (unhedged) second-quarter 2026 investor letter. A copy of the letter can be downloaded here. The letter discusses the current investment environment as a ‘two-speed’ but resilient global economy, accompanied by an uncertain future. The letter explores the potential of an AI bubble, distinguishing […]
It's been five years since the company's founding CEO stepped down.
AI is minting entrepreneurs at a pace that has economists scrambling to rewrite their models, yet the question of whether that translates into actual jobs for actual people is far more complicated than the startup headlines suggest.
Ryan Cohen converted derivatives into 43.4 million shares
Apple's management has quietly swapped a known, managed risk for an unquantified new one, a subtle shift that puts the company's record-high profitability directly in the crosshairs.
Microsoft is collecting AI paychecks right now while Amazon burns through billions building chips and power lines. Which strategy wins depends entirely on a crossover moment that Jassy is betting his capex cycle on.
(Bloomberg) -- The popular Magnificent Seven stocks moniker is “no longer relevant” in assessing how to play the US artificial intelligence trade, according to Citigroup Inc. strategists.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 17FCC Near Rulings Against Disney Over
The launch of the K3 AI model marks progress in core technology, and the investment case for U.S. cloud companies changes little, Morningstar said in an investor note.
The global artificial intelligence boom has propelled ASML to the top of Europe's stock market, as soaring demand for AI computer chips flows to the Dutch company that dominates the market for the equipment needed to make them. After blowout second quarter earnings, investors and analysts are asking a once far-fetched question: could ASML become Europe's first ever trillion-dollar firm? Key obstacles include doubts over how long Google, Amazon, and other hyperscalers will keep spending heavily on data centres, and whether ASML, its suppliers and customers such as TSMC and Samsung can execute expansion plans.
The global artificial intelligence boom has propelled ASML to the top of Europe's stock market, as soaring demand for AI computer chips flows to the Dutch company that dominates the market for the equipment needed to make them. After blowout second quarter earnings, investors and analysts are asking a once far-fetched question: could ASML become Europe's first ever trillion-dollar firm? Key obstacles include doubts over how long Google, Amazon, and other hyperscalers will keep spending heavily on data centres, and whether ASML, its suppliers and customers such as TSMC and Samsung can execute expansion plans.
Amazon has a large stake in Anthropic.
Despite churning out incredible numbers, semiconductor stocks still seem to somehow “miss expectations.” The team digs into Wall Street's expectations game.
Amazon is expanding its logistics business, accelerating delivery speeds, and generating stronger profits. But growth does not mean every Amazon warehouse or job remains safe. A newly filed Worker Adjustment and Retraining Notification (WARN) notice shows that Amazon plans to shut down another ...
Amazon is burning through tens of billions in capex to own the AI backbone while Shopify spends almost nothing and still accelerates growth faster. Which strategy survives contact with a softening consumer and a skeptical market?
For years, Target occupied a unique place in retail. It offered low prices, but shoppers often viewed it as a step above competitors like Walmart. Target was the store where customers could pick up paper towels and laundry detergent but also leave with a stylish lamp, trendy home décor, or a ...
Every headline says Google is hemorrhaging its best AI minds to Anthropic and OpenAI, and that narrative has created one of the most exploitable gaps between fear and reality in the market right now.
Amazon.com (NasdaqGS:AMZN) is pushing an affordability drive in its grocery segment, with a focus on broader perishables and expanded same day delivery. The company is cutting prices on more than 13,000 grocery products as part of this effort. A senior vice president at Amazon highlighted these changes as a key priority for the grocery business. For investors watching how Amazon.com uses its retail scale, groceries are becoming an important test case. The company is emphasizing a wider...
Apple and Amazon posted identical revenue growth last quarter, yet the two companies are betting on opposite visions of the future. Which one actually protects your portfolio through a choppy back half of 2026?
(Bloomberg) -- After last week’s wipeout in chips and the broader selloff in technology stocks, pressure is building for the biggest spenders on artificial intelligence to justify their expenditures to beleaguered traders with increasingly itchy fingers hovering over their sell buttons.Most Read from BloombergUS Strikes Iran to ‘Punish’ It for Attack That Killed 2 TroopsFCC Near Rulings Against Disney Over ‘The View,’ TV LicensesThousands of Trucks Haul Iraq’s Oil Through Syria in Sign of Hormuz
Amazon's unprecedented $200 billion AI investment looks far less risky once you see the explosive growth behind its Trainium chip business.