Notícias

Alphabet’s Google Cloud is limiting access to its Gemini AI models for major customers, including Meta, due to tight AI compute capacity. Several external clients reportedly face similar restrictions as Alphabet prioritizes its own services and paying cloud workloads. Meta is increasing use of its in-house Muse Spark model to lessen reliance on external AI infrastructure providers. The situation highlights how scarce AI compute and heavy data center spending are influencing product roadmaps...

A federal judge denied Meta's motion to dismiss a social media addiction lawsuit brought by 29 state attorneys general alleging online harm to children.

Your own head has always felt like the last place no one else can get into. You can lie with your face, edit your words, delete a text before you hit send. But the half-formed sentence sitting behind your eyes, the one you have not decided to share yet, has stayed yours alone for the entire history ...

Investing.com -- Mizuho Securities Asia raised its forecast for TSMC's monthly CoWoS packaging capacity to 140,000 units by 2026 and 190,000–200,000 units by 2027, up from prior estimates of 120,000 and 170,000–180,000 respectively, as a sharply upgraded outlook for AI-driven server CPU demand forces a broad revision to the firm's semiconductor supply model.

The company's incredible AI-driven growth is undeniable, but it rests on a surprisingly narrow foundation that every investor should understand.

The market might be all-in on the AI trade, but a growing chorus of traders and analysts is changing strategies. Mega-cap tech companies like Microsoft, Meta, and Amazon have been hit particularly hard in recent weeks as their plans to spend billions on AI infrastructure have attracted growing ...

Binance expands its bStocks offering and adds support for Microsoft, Meta and more as tokenized U.S. securities.

Behind the "AI" hype lies the real story: a burgeoning order book that shows demand is overwhelming the company's capacity.

Some people leave college with a degree. Mark Zuckerberg left with a startup idea, a near-expulsion story and the woman he would eventually marry. Speaking at Harvard’s 2017 commencement ceremony, the Meta CEO reflected on the chain of events that...

Citi says retail participation in Magnificent Seven stocks hit a four-year low as investors increasingly favored ETFs over single stocks.

Anthropic (ANTH.PVT) revealed its newest AI model, Claude Sonnet 5. Yahoo Finance Technology Editor Dan Howley explains what investors should know.

Wedbush Sounds Alarm After Google Limits Meta's Gemini Access

Wedbush says the move reflects growing demand for AI computing power.

I keep hitting the buy button on AMD because Lisa Su has stopped chasing NVIDIA and started co-designing the next phase of AI infrastructure alongside it. Every few months I tell myself the position is full, and every few months AMD (NASDAQ:AMD) gives me a fresh reason to add. The May earnings report was the ... Traders Bet Big on Lisa Su: Why This Chip Titan Is Primed to Siphon Nvidia’s Data Center Dominance

In late June 2026, DoubleVerify Holdings (NYSE: DV) was reclassified across the Russell indices, exiting the Russell 1000 and Midcap families while entering multiple Russell 2000, growth, value and defensive benchmarks. At the same time, DoubleVerify advanced its AI-advertising capabilities by expanding DV Authentic AdVantage to Meta and TikTok and unveiling its DV Neura AI engine, deepening its position in verification and optimization across major digital platforms. We’ll now explore how...

Ives said he expects the Magnificent Seven stocks to significantly outperform in the second half of the year.

(Bloomberg) -- Retail investors’ activity in the technology stocks known as the “Magnificent Seven” hit a four-year low in recent days after having been muted for months, according to Citigroup Inc. equity strategists.Most Read from BloombergSpaceX IPO Left Mirae With No Shares on MisunderstandingYen Hits Four-Decade Low in Historic Slide That’s Rattled JapanWhatsApp Opens Username Reservations to 3 Billion UsersTrump’s U-Turn on Iran Sanctions Would Unravel Decades of CurbsIran Ratchets Up Talk

Microsoft’s selloff may offer a cheaper entry point, while deep ITM LEAPS calls provide stock-like exposure with less upfront capital.

Investor sentiment shifts toward infrastructure costsThe so-called “Magnificent Seven” technology stocks have collectively lost around $2. 3 trillion in market value during June as investors reassessed the scale of artificial intelligence infrastructure spending by the sector’s largest companies.

Micron, FormFactor, Texas Instruments and Taiwan Semiconductor are positioned to benefit as AI capex fuels demand for chips, memory and testing.

WhatsApp users can reserve unique usernames starting Monday, with the privacy feature planned to go live later this year.

Investing.com -- The "Magnificent 7" group of technology companies lost approximately $2.3 trillion in market value this month as investors increased scrutiny of large infrastructure spending by these firms.

According to reports, Meta Platforms may soon launch an app for prediction markets.

The stocks in this article have caught Wall Street’s attention in a big way, with price targets implying returns above 20%. But investors should take these forecasts with a grain of salt because analysts typically say nice things about companies so their firms can win business in other product lines like M&A advisory.

The tech group is down 10% this month as investors grow impatient waiting for returns on hundreds of billions in AI infrastructure spending

Google has restricted Meta Platforms' access to its Gemini AI models, citing industry wide compute shortages. The change has disrupted Meta's internal AI projects that relied on Gemini for training and experimentation. Meta is accelerating work on its in house AI systems, including models such as Muse Spark, to reduce reliance on external providers. For investors watching NasdaqGS:META, this shift in AI access lands at a time when the stock trades around $562.60 and longer term returns show...

In a move to further tighten its under-16 social media ban, Australia has introduced new legislation that could see its internet regulator take legal action against non-compliant tech giants. Australia’s parliament has received new legislation aimed at strengthening the enforcement...

Mark Zuckerberg has recently directed a team to build a standalone prediction-market app, internally called “Arena” (and also codenamed Antwerp and FBForecast), to rival Kalshi and Polymarket. The market already noticed. Retail chatter on Reddit picked it up with a “Meta is reportedly building a play-money prediction market app” thread that drew 35 upvotes and ... Inside Zuckerberg’s Reported Plan to Take On Kalshi and Polymarket in Prediction Markets

This year's second quarter was a blockbuster period for tech stocks. The PHLX Semiconductor Index—which houses chip stocks like Nvidia and Broadcom—has climbed 81% through yesterday, putting it on track for its best quarter in history. Once darlings of the industry, some of the biggest names in tech have fallen out of favor with investors as they fret about these companies' big AI spending commitments.

Many small-cap stocks have limited Wall Street coverage, giving savvy investors the chance to act before everyone else catches on. But the flip side is that these businesses have increased downside risk because they lack the scale and staying power of their larger competitors.