CALDEIRÃO DE BOLSA

Meta plans to invest about $15bn in data-labelling start-up Scale AI and hire the group’s co-founder and top researchers, in one of the biggest deals of its kind as the Big Tech company seeks to catch up with rivals.

The financial magnitude of the move may seem like taking command of the AI race, but Meta is playing catchup. Its most recent AI models are less capable than those of rivals. In April, the company published a model designed with features tailored to gaming a popular benchmark, a desperate move.

Zuckerberg has intensified Silicon Valley's talent war through aggressive hiring and startup deals, as he tries to catch up with rivals such as OpenAI, Google and Anthropic after the poor performance of the Facebook parent's Llama 4 model.

"Meta right now are not at the frontier, maybe they'll they'll manage to get back on there," said Demis Hassabis, the CEO of Google DeepMind, on an episode of the "Lex Fridman Podcast," which aired on Friday. "It's probably rational what they're doing from their perspective because they're behind and they need to do something," Hassabis added.

Warren Buffett’s Berkshire dumped Apple shares again in second quarter

Conglomerate has reduced its exposure to publicly traded equities over the past three years


Warren Buffett’s Berkshire Hathaway resumed selling shares of Apple in the second quarter, dumping a stake worth more than $4bn after pausing his dispositions of the iPhone maker for nearly a year.

Berkshire disclosed it had sold 20mn shares between April and June, cutting its stake to 280mn shares, a position worth $57.4bn. Buffett slashed his stake in Apple between the third quarter of 2023 and the third quarter of 2024, before levelling the position off at 300mn shares.

The sales in the second quarter, including dispositions of other stocks, contributed to a $4.2bn investment gain for Berkshire.

Buffett has reduced his exposure to publicly traded equities over the past three years. Earlier this month, Berkshire reported that its sales of $6.9bn of stocks in the second quarter had dwarfed the $3.9bn it spent buying equities. It marked the 11th consecutive quarter Berkshire had sold more stocks than it had bought.

Numa altura em que uma parte significativa dos anúncios do mercado tecnológico estão relacionados com inteligência artificial, a empresa americana quer fundir software e hardware para diferenciar-se da concorrência.

As vendas da fabricante do iPhone subiram 9,6% para 94,04 mil milhões de dólares, ficando significativamente acima das previsões de Wall Street, que apontavam para 89,3 mil milhões.

Não passam de rumores e a confirmarem-se, só para o segundo semestre de 2026. A Apple pode estar a estudar entrar no nicho dos 'smartphones' dobráveis.

A gigante tecnológica registou uma receita total de 95,36 mil milhões de dólares, superando as expectativas dos analistas, mas o segmento de serviços desiludiu.

djovarius Escreveu:Ok, foi o que pareceu, mas para os brasileiros será sempre confuso, porque eles jamais usaram milhares de milhões ou milhões de milhões, não sabem o que isto é.

djovarius Escreveu:Viva,

Desculpa lá Marco! Porque escreves as "market caps" como milhões de milhões?
Na verdade, são biliões de dólares, ou, para que nos acompanha no Brasil, são trilhões (trillion dollars)....

Abraço
dj

MarcoAntonio Escreveu:Apple hoje a atingir os 250 dolares pela primeira vez na sua história. Entretanto deixou para trás a Nvidia na lista das 7 maiores caps.

3,77 milhões de milhões - Apple
3,39 milhões de milhões - Nvidia
3,34 milhões de milhões - Microsoft
2,42 milhões de milhões - Amazon
2,39 milhões de milhões - Google C
2,38 milhões de milhões - Google A
1,60 milhões de milhões - Meta
1,34 milhões de milhões - Tesla