Notícias

AI leadership is increasingly becoming a key growth engine across Alphabet Inc. (NASDAQ:GOOGL)’s core businesses. Tigress Financial analyst Ivan Feinseth echoed this sentiment on September 17, citing strong Search momentum, rising Cloud growth, and margin expansion in second-quarter results. Consequently, the analyst has reiterated a Buy rating on the stock and hiked the price target […]

Google is moving from buying clean electricity to helping create more of it at existing nuclear plants. On September 21, Georgia Power and Google announced an agreement supporting uprates at the Vogtle and Hatch nuclear stations that could add roughly 96 megawatts, subject to regulatory approval. That links Alphabet Inc. (NASDAQ:GOOGL) directly with The Southern […]

The company embraces nuclear as a way to power AI.

Netflix has "a growing YouTube problem," a Wall Street analyst says. Alphabet's YouTube is taking increasing viewer share.

Meta stock is trading near a 2026 high as excitement builds about the Facebook parent company's Muse AI app.

Netflix downgraded, SanDisk initiated: Wall Street's top analyst calls

Yahoo Finance Tech Editor Dan Howley joins Market Domination to discuss Meta (META) more than 10% intraday surge after Wells Fargo (WFC) raised its price target on the stock from $640 to $796. Meta also got a boost from its Meta Muse AI agent app climbing to the top spot on Apple's (AAPL) App Store, highlighting growing momentum around the company's AI push.

Wells Fargo just raised its Meta price target before Connect rather than after it, which means buyers are betting on Muse usage numbers the company has not yet disclosed and that this week's developer event will either validate or crush.

AI is becoming a broader earnings engine across Google

Alluvium Asset Management, an asset management company, released its “Conventum – Alluvium Global Fund” second-quarter 2026 investor letter. The letter can be downloaded here. The second quarter reflected a sharp shift from geopolitical uncertainty and oil market volatility to a powerful equity rally led by semiconductor companies. Despite the broader market strength, the Fund declined […]

Robotics needs to broaden its pitch beyond hardware to attract women and other talent drawn to solving real-world problems.

When Angelo Bianco’s real estate firm CP Group bought the Boca Raton Innovation Campus eight years ago, he said he saw the opportunity to turn a “broken-down has-been” into “an Apple or Google campus.” CP Group went on to bring a surge of activity to the massive business park, known as BRiC, envisioning many improvements and attracting new businesses. Now, with the recently announced sale of ...

Marvell raised its annual forecasts on August 27, yet its shares fell as investors focused on the timing of revenue from a custom AI-chip relationship with Google. Management said material Google revenue was not expected until fiscal 2029, even though its outlook already included some contribution and the longer opportunity could be substantial. Marvell Technology, […]

Morgan Stanley raised its Broadcom stock price target to $505, citing surging AI chip demand and Hock Tan’s bold revenue outlook.

You don't need to guess which big tech company will come out on top.

Venture capital funding for consumer tech has stalled as funds shift to artificial intelligence. That makes the story of Nothing, a start-up maker of phones and audio gear, all the more surprising.

Broadcom upgraded, Ultragenyx downgraded: Wall Street's top analyst calls

Apple TV now costs $14.99 a month as streaming companies keep pushing subscription prices higher.

Alphabet was cash-flow negative in the second quarter due to its heavy spending on data centers.

Alphabet Inc. (NASDAQ:GOOGL) raised A$5.5 billion, or approximately $3.9 billion, through its inaugural Australian-dollar bond offering on August 19. The deal included three-, five-, 10-, and 20-year maturities, with a 6.9% coupon on the longest tranche. Orders exceeded A$18 billion, more than three times the amount issued. The timing was notable: Alphabet had recently reported […]

Sustainable Growth Advisers (SGA), an investment management company, released its second-quarter 2026 investor letter for its “Global Growth Strategy.” The letter can be downloaded here. The SGA Global Growth Portfolio returned 7.4% gross and 7.2% net, compared with 14.9% for the MSCI ACWI and 19.8% for the MSCI ACWI Growth Index. Momentum leadership and enthusiasm around […]

Verizon Communications (NYSE: VZ) has launched an exclusive Google Pixel 11 lineup alongside new Simplicity and Simplicity Pro wireless plans. The new offers package Google AI features with flexible yearly device upgrade options for Pixel 11 customers. Verizon is removing upgrade and activation fees for these plans, positioning the Pixel 11 launch as a broader push into value added wireless services. Verizon is not the only company tying its growth plans to AI driven consumer and network...

SpaceX(SPCX) stock is back trading near $140, up nearly 5% over the past week, as investors find new reasons to bet on Tesla (TSLA) CEO Elon Musk’s newest public-market heavyweight. Also, the latest 13F filings are only adding to the fuel. AI behemoth Nvidia(NVDA) disclosed 122.76 million ...

Apple hasn’t chased peers into the AI race and it could still be coming out on top, according to Rothschild & Co Redburn.

Warren Buffett just made one of his boldest recent bets on a stock that has cooled significantly from its highs, and the reasoning behind that conviction points to a cloud and AI story that most investors may be undervaluing.

Rothschild & Co Redburn has upgraded Apple (NASDAQ:AAPL) from Neutral to Buy and lifted its price target sharply to $400 from $260, citing the company’s expected entry into foldable smartphones alongside the potential evolution of its artificial intelligence strategy. Analysts led by Timm Schulze-Melander said Apple’s AI offering, Apple Intelligence, has so far fallen short of expectations, with the technology group relying on a customised version of Google’s Gemini model for capabilities includ

Not one of 62 Wall Street analysts is willing to call Amazon a sell, yet the stock sits 13% below its 52-week high. Here is what the math says happens next.

Alphabet shares may have seen a short-term dip, but the long-term outlook remains bright.

UBS sees Jabil’s AI revenue jumping 50% by fiscal 2027 as spending from Amazon, Meta and Google fuels demand for its data-center infrastructure.

Investing.com -- UBS upgraded Jabil to Buy from Neutral, citing stronger AI-driven demand and a more diversified business mix. The bank kept its $430 price target, implying about 28% upside, while raising its fiscal 2027 and 2028 EPS estimates to $16.78 and $20.24 from $15.89 and $18.34, respectively.