Alibaba divulga resultados trimestrais com forte crescimento em IA

O Alibaba divulgou seus resultados do primeiro trimestre encerrado em 31 de março, ficando abaixo das metas de receita, mas apresentando uma expansão robusta em serviços de inteligência artificial. A empresa destacou o impulso contínuo em seus negócios de nuvem impulsionados pela demanda por IA.

A receita foi de US$ 35,28 bilhões, abaixo dos US$ 36,36 bilhões esperados pelos analistas. O lucro por ação reportado atingiu US$ 1,52, superando a projeção de US$ 0,56 para o lucro por ação reportado e US$ 0,84 para o lucro por ação ajustado.

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Nvidia Corporation reported stronger-than-expected results for its fiscal fourth quarter of 2026, with revenue rising 73% year-over-year to $68.1 billion. The company's data center segment, fueled by products like Blackwell and NVLink, now accounts for over 90% of total revenue. Asian markets climbed for a fourth straight day, boosted by Nvidia's upbeat sales forecast.

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Europe's largest software maker SAP reported six percent revenue growth to 9.6 billion euros in Q1 2026, driven by cloud software revenues. CEO Christian Klein highlighted momentum in artificial intelligence. The company expects only moderate growth for the full year.

Microsoft has outlined a $190 billion capital expenditure budget for artificial intelligence in fiscal year 2026. The plan highlights ongoing heavy investments in AI amid competitive pressures in the sector. Analysts express caution over the sustainability of such spending.

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American International Group posted robust first-quarter results, with adjusted earnings per share of $2.11, surpassing estimates by $0.23. The insurer showed improved profitability and underwriting resilience amid market concerns. Shares have declined about 9% over the past year despite the positive performance.

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Investor jitters are growing in the US as AI reshapes expectations, but China's markets have so far reacted with caution rather than panic. Artificial intelligence is already reshaping industries and markets, even though artificial general intelligence (AGI) has yet to be achieved. China's tech stocks have largely held steady amid recent domestic AI advancements.

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