The central bank has let the bond market do its heavy lifting when it comes to rates. But a cut is on the horizon if a weak jobs and inflation stir up Wall Street.
Actualités
Uniquement les titres à fort signal - événements macro, résultats, M&A, régulation. Listicles et clickbait d'analystes filtrés par défaut. Rafraîchi toutes les heures.
(Bloomberg) -- Alphabet Inc. has received about $115 billion of orders for its latest jumbo bond sale, signaling renewed investor appetite for debt tied to the artificial intelligence boom after a recent selloff.Most Read from BloombergIran Says Agreement on Hormuz Shipping Reached With OmanGoogle AI Veterans Depart During Seismic Leadership ShiftWhy Do Data Centers Use So Much Fresh Water?Microsoft’s AI Sales Mostly Come From OpenAI, Disclosures ShowOpenAI Models Joined Forces Months Ahead of H
Anthropic's IPO could generate strong tailwinds for Amazon's business.
Novo Nordisk’s Wegovy and Eli Lilly’s Zepbound and Foundayo will be available at a cost of $50 a month.
Optical networking startup Lumilens said on Thursday it was valued at $5.51 billion in its latest funding round, as surging investment in AI data centers fuels demand for high-speed connectivity technologies. The San Jose, California-based company designs and manufactures optical and networking products that help data centers move data faster while using less power. It raised more than $700 million in the Series C funding round co-led by Atreides Management, Bain Capital Ventures, Meritech, Seligman Ventures and Spark Capital, bringing its total funding to more than $900 million.
Alphabet is looking to raise as much as $25 billion from its latest U.S. bond offering, Bloomberg News reported on Thursday citing people familiar with the matter, weeks after the tech giant's 2026 capital spending outlook triggered a selloff. Alphabet did not immediately respond to a Reuters request for comment. Alphabet late in July raised its annual capital expenditure forecast for the second time this year, fanning fears over the pace of returns on its AI investments, especially as concerns mount over delays to its flagship AI model.
(Bloomberg) -- Alphabet Inc. has started marketing a US investment-grade bond offering, testing investor appetite soon after its raised 2026 spending forecast helped trigger a selloff in AI-related debt.Most Read from BloombergIran Says Agreement on Hormuz Shipping Reached With OmanGoogle AI Veterans Depart During Seismic Leadership ShiftMicrosoft’s AI Sales Mostly Come From OpenAI, Disclosures ShowMajor Hedge Funds Targeted in Wave of Attempted CyberattacksSpaceX’s AI Splurge Puts a Damper on F
It’s been 23 weeks since the U.S. began strikes on Iran, and we’re still in the midst of what feels like the hundredth attempt at peace talks. President Donald Trump said this week that a deal to reopen the Strait of Hormuz was close, but warned that strikes could resume if talks fall apart. This week I’m diving into El Niño, and how the sheer strength of this year’s weather event means that its effects will extend well beyond agriculture profit margins—it will hurt global central banks’ efforts to curb inflation.
Aug 6 (Reuters) - S&P 500 and Dow futures were steady on Thursday after this week's record-breaking rally as investors awaited details on a Middle East peace deal, while Nasdaq futures slipped as
Pattern Group (NASDAQ:PTRN) reported record second-quarter results, with revenue rising 47% year over year to $877 million and adjusted EBITDA increasing 54% to $54 million. Chief Executive Officer Dave Wright said the company’s adjusted EBITDA growth exceeded revenue growth for the fourth consecuti
NiSource Inc (NI) navigates regulatory changes while securing $1.4 billion in customer bill relief from major data center agreements.
North America, Asia-Pacific, and South America drive 4% organic sales growth, offsetting Middle East and Eastern Europe declines.
Big Tech just closed out its second-quarter 2026 earnings season, and the results looked, on paper, like a triumph. Microsoft, Amazon, and Alphabet all posted numbers that blew past Wall Street's estimates, and headlines celebrated growth rates that haven't been seen in years. Dig one layer deeper, ...
Of the $166 billion in tariff refunds available, $71 billion has been claimed by companies, but very little of the refund money has gone directly to consumers.
Amazon-owned Zoox is about to start scaling its robotaxi service after federal regulators last week cleared it to charge for rides in its driverless vehicles with no steering wheel or other human controls.
SAN FRANCISCO, Aug 5 (Reuters) - Amazon's Zoox will begin paid rides in Las Vegas next week, the company said on Wednesday, days after the U.S. road safety agency allowed commercial deployment of its
Amazon's Zoox will begin paid rides in Las Vegas next week, the company said on Wednesday, days after the U.S. road safety agency allowed commercial deployment of its robotaxis that run without human controls. Zoox, whose electric carriage-style vehicle has two rows of inward-facing seats, has been carrying passengers in Las Vegas, San Francisco, Austin and Miami for free as part of testing. Zoox will start charging passengers in Las Vegas from Monday, with pricing similar to the "comfort" tier offered by other ride-hailing companies, it said in a statement.
Kraft Heinz (NASDAQ:KHC) said second-quarter results came in ahead of its expectations, prompting the food company to raise its full-year outlook for organic net sales while increasing planned 2026 investments by $100 million to approximately $700 million. Chief Executive Officer Steve Cahillane sa
Tesla and Waymo were just put on notice, with Amazon's Zoox receiving federal approval for its driverless vehicles. It will begin charging for its service soon.
Apple got an estimated $2.2 billion tariff refund last quarter. Amazon got $600 million. Nike got $300 million. But American consumers who paid higher prices as President Donald Trump’s tariffs filtered through the economy are getting almost nothing back.
(Bloomberg) -- A potential ban on the import of Chinese optical transceiver modules into the US would inflict collateral damage on US hyperscalers, exacerbating a supply bottleneck that no American firm can ease, research firm Counterpoint warned on Wednesday.Most Read from BloombergTrump Says Iran Talks Going Well as Hopes Rise for Hormuz DealTaco Bell Met With Michigan on Parasite Weeks Before RecallBeer Dynasty Families Sell €731 Million Stake in AB InBevChina’s AI Blitz Creates ‘Death Zone’
(Bloomberg) -- Hon Hai Precision Industry Co. reported a 54.2% increase in monthly sales, signaling sustained demand in global AI infrastructure buildout by customers such as Nvidia Corp.Most Read from BloombergTrump Says Iran Talks Going Well as Hopes Rise for Hormuz DealTaco Bell Met With Michigan on Parasite Weeks Before RecallBeer Dynasty Families Sell €731 Million Stake in AB InBevChina’s AI Blitz Creates ‘Death Zone’ for Rival US Model MakersSpaceX’s AI Splurge Puts a Damper on Debut Earni
By Blake Brittain Aug 4 (Reuters) - A U.S. appeals court on Tuesday overturned a ruling that had temporarily barred Perplexity from using its AI-powered agentic shopping tools on Amazon's platform.
A U.S. appeals court on Tuesday overturned a ruling that had temporarily barred Perplexity from using its AI-powered agentic shopping tools on Amazon's platform. In a novel legal dispute, the San Francisco-based 9th U.S. Circuit Court of Appeals determined that Amazon was unlikely to succeed on its claim that Perplexity's AI agents violated a federal computer-hacking law. The ruling is the first by a federal appeals court to address whether AI agents acting on behalf of users can legally access online platforms, a question with broad implications for the fast-growing field of agentic AI tools that can browse, shop and transact across the web.
The lawsuit alleges Amazon violated federal and state antitrust laws through its Delivery Service Partner program, arguing the company exercises unlawful “monopsony,” or a dominant buyer’s ability to dictate prices and terms-over the small businesses that deliver Amazon packages and the drivers they employ.
Short sellers piled into Microsoft and Amazon at historically stretched levels before earnings, and the beats that followed set off a covering scramble that has powered both stocks for weeks. Now the question is whether the rally has legs or whether the easiest gains are already gone.
Microsoft Corp, Meta Platforms Inc, Oracle Corp, Amazon and Alphabet have committed about $1.09 trillion in future payments under leases that have not yet begun, mostly for data centres needed to power the artificial intelligence boom. The commitments show that a substantial part of Big Tech's AI spending spree has already been locked in, without yet appearing as debt-like lease liabilities on company balance sheets. The total is nearly four times the roughly $285 billion of lease liabilities already recognised on the companies' balance sheets, according to company filings compiled by Reuters.
The state's attorney general filed the federal antitrust lawsuit Tuesday, accusing Amazon of holding down pay for drivers in its Delivery Service Partner program
(Update with New Jersey Attorney General Jennifer Davenport's statement on the lawsuit in the penult