Notícias

Shock Report: Amazon and Alphabet Mask True S&P 500 Earnings Reality, Says Goldman Sachs

(Bloomberg) -- CoreWeave Inc. shares are on a scorching run in 2026 as demand for computing capacity to power artificial intelligence keeps growing. But now investors want to see some proof that the neo-cloud provider is executing on its ambitious plans. Most Read from BloombergBillionaire Duke of Westminster to Sell £700 Million of US Real Estate AssetsUS Has Opened a Passage Through Hormuz, Central Command SaysDOJ Plans Intervention in Trump Supreme Court Carroll AppealChina Asks Banks to Paus

The broad market exchange-traded fund SPDR S&P 500 ETF Trust (SPY) was up 0.2% and the actively trad

Arm (NASDAQ:ARM) reported record results for the fourth quarter of fiscal 2026 and the full fiscal year, pointing to accelerating momentum in cloud AI and growing customer interest in its recently launched Arm AGI CPU product family. Record quarter and full-year results CEO Rene Haas said Arm “deli

Impressively, the aggregate earnings total for Q1 is on track to be a new all-time quarterly record at $690.4 billion, surpassing the record set in the preceding quarter at $655.5 billion.

Investing.com -- AppLovin, the artificial intelligence-based mobile advertising platform, reported better-than-expected first-quarter revenue and earnings, as demand for its advertising services and artificial-intelligence powered tools remained robust.

Is Zoom Communications stock (NASDAQ: ZM) pricey at 18 times earnings? Not at all.

Flex (NASDAQ:FLEX) used its fiscal fourth-quarter earnings call to outline plans to separate its Cloud and Power Infrastructure (CPI) segment into a new publicly traded company, while also reporting record quarterly margins and issuing a fiscal 2027 outlook that reflects sharply higher capital spend

Futures rose. President Trump "paused" his Hormuz opening effort. AI plays AMD, Astera Labs, Lumentum, Arista were earnings movers late.

The Nasdaq hit new highs Tuesday. AI plays AMD, Astera Labs, Lumentum and Arista were earnings movers late.

Moby summary of Shopify Inc.'s Q1 2026 earnings call

All three major US stock indexes were up in late-morning trading Tuesday, as oil prices slid despite

Uber stock and DoorDash stock have had a rough 2026. Can first-quarter earnings help turn the narrative around?

IonQ kicks off first quarter earnings reports for quantum computing stocks on Wednesday amid its acquisition spree.

Strong first-quarter results from five of the so-called Magnificent 7 technology giants have reinforced the bull case for artificial intelligence investment, according to UBS, which is maintaining its attractive rating on US equities and a year-end S&P 500 target of 7,500. Analysts at UBS...

V2X (NYSE:VVX) executives highlighted double-digit growth, record bookings, and a higher full-year outlook during the company’s first-quarter 2026 earnings call, pointing to continued demand across its portfolio of mission support, aerospace, and training capabilities. First-quarter results show re

Alphabet (NASDAQ: GOOGL) trades at $344.40, while Wall Street’s consensus price target sits at $377.29, implying the stock has roughly 9.5% upside. Alphabet owns Google Search, YouTube, Google Cloud, Waymo, and the Gemini AI platform. The stock remains a focal point as AI and cloud growth accelerate at scale, while management commits unprecedented capital to infrastructure ... Analysts See 10% Upside for Alphabet Following Q1 Earnings

Investing.com -- First-quarter earnings have come in “exceptionally strong,” providing the primary fuel behind the U.S. stock market's recent rally even as elevated energy prices and geopolitical uncertainty cloud the outlook, according to Goldman Sachs.

AI stocks are seeing leadership shift as Google storms ahead, Nvidia wavers, software lags and key earnings loom.

(Bloomberg) -- The world’s biggest technology companies posted strong earnings last week, showing that the artificial intelligence boom is alive and well. But in the stock market, investors are getting more granular as they try to divvy up the winners and losers in the AI trade.Most Read from BloombergSupertanker Appears to Have Crossed the Strait of HormuzWorld’s Largest Container Carrier Plans Route Avoiding HormuzBeijing Tells China Firms to Ignore US Sanctions on RefinersPhilippines Says Tho

Nvidia's shareholders should be celebrating.

Among the best stocks in earnings performance, Comfort Systems has a pristine 99 EPS Rating, the highest in IBD's air conditioning and heating products industry group.