Notícias

Inveting.com -- Meta’s (NASDAQ: META) new planned entry into the cloud business makes it a potential competitor to Amazon’s AWS (NASDAQ: AMZN), Microsoft’s Azure (NASDAQ: MSFT), and Google Cloud (NASDAQ: GOOGL). As the company considers two potential offerings, a hosted API/model access service comparable to AWS Bedrock and a neocloud-like raw silicon offering, Morgan Stanley analysts offer 5 takes exploring the monetisation pathways and potential of META’s announcement.

Meta wants to sell its extra AI horsepower to the highest bidder, and that could shake up the cloud computing pecking order.

Investors have chosen to see this company's glass as half-empty since late last year. Yet, it's continued producing fantastic growth anyway. Something's got to give soon.

Microsoft stock looks like a screaming deal at these levels.

The market is giving investors a screaming deal on a handful of stocks.

Artificial intelligence has become the defining investment story of this decade. Nvidia (NASDAQ:NVDA), Microsoft (NASDAQ:MSFT), Alphabet (NASDAQ:GOOG), and a handful of other technology giants are on pace to spend well over $1 trillion building the infrastructure needed to power AI, from advanced semiconductors and data centers to power grids and networking equipment. Wall Street has ... The AI Boom Runs on Debt. Global Regulators Want to Shut Off the Tap

A little bit of everything for investors this holiday weekend!

July sets up as a rare buying window for forever holders. Two of the three mega-caps below are trading well off their 52-week highs, and the third just reported its best March quarter in company history. The thesis here is durability: cloud and AI scale at Microsoft, the global payments toll-booth at Visa, and Apple’s ... 3 No-Brainer Stocks to Buy in July and Hold Forever

The largest-cap stocks may have limited upside.

(Bloomberg) -- Nvidia Corp.’s server assembly partner Hon Hai Precision Industry Co. reported a stronger-than-expected increase in quarterly sales, a sign of sustained AI demand.Most Read from BloombergWhy the Great American State Fair Looks So EmptyOil’s Supply Wave, Tumbling Prices Rekindle Fears of Global GlutBrazil Freezes $2 Billion, Pursues Arrests After US SanctionTankers U-Turn in Hormuz, With Some Taking Iran Route InsteadExxon to Change Name for First Time in Decades After RedomicileRe

The worst-performing "Magnificent Seven" stock of 2026 owns about a quarter of one of the biggest IPOs in the pipeline.

NVIDIA (NasdaqGS:NVDA) announced a new collaboration with Verkada to accelerate physical AI adoption in real world environments. NVIDIA will become a strategic investor in Verkada and work on AI search and safety applications for buildings and other physical spaces. The company also appointed former Microsoft executive Nicholas Parker as EVP, Worldwide Field Operations, signaling a change in its go to market leadership. NVIDIA enters this news cycle with its stock at $194.83 and very large...

This under-the-radar company doesn't get the recognition that semiconductor specialists receive -- but it certainly should.

Ackman explains the core of his investment philosophy rooted in the wisdom of Warren Buffett.

Arm Holdings (NASDAQ:ARM) has been one of 2026’s most dramatic stories, ripping from a January low near $105 to a record $452.70 in June before giving back gains. With shares now near $315, the question is whether the AI CPU thesis still has room to run or if the easy money has already been made. ... Why Arm Is a Strong Buy Despite the 35% Pullback From Peak Levels

TSMC builds key components of the AI revolution, and that unique position could make it the next company to join the exclusive $3 trillion market-cap club.

Originally focused on Bitcoin mining, Crusoe pivoted to AI infrastructure after selling its Bitcoin business, leveraging its energy expertise for data center development.

With geopolitical, inflation, and AI spending risks growing, investors are already pivoting toward higher-quality stocks in 2026.

Kyndryl Holdings expanded its Sovereignty Solutioning partnership with Microsoft to deliver compliant, data-residency-focused cloud and AI workloads across Azure public cloud and Azure Local for hybrid environments.

Meta Platforms, Inc. (NASDAQ:META) was among the stocks Jim Cramer commented on as he advised investors on how to take advantage of Wednesday’s market rotation. Cramer highlighted the stock’s recent rally and the reason behind it, as he stated: Let’s start with one of the Mag Seven stocks. Let’s start with Meta Platforms. Last night, […]

Microsoft Corporation (NASDAQ:MSFT) is one of the Best AI and Technology Stocks to Buy Now. On June 25, CNBC reported that Microsoft Corporation (NASDAQ:MSFT) will be increasing the price of Xbox game consoles. This comes after Apple announced an increase in prices for MacBooks and iPads. Starting August 1, Xbox Series S consoles, which have 512GB of […]

Meta Platforms is launching a new cloud infrastructure business, Meta Compute, to sell excess AI computing capacity. The move positions NasdaqGS:META as a direct competitor to Amazon Web Services, Microsoft Azure, and Google Cloud. Meta aims to turn its heavy AI data center investment into a potential high margin revenue source. Meta Platforms enters this shift with its stock at $582.9 and a mixed recent record, up 5.9% over the past week but down 7.1% over the past month. Shares are also...

A 45-year-old tech professional sitting on $200,000 in Invesco QQQ Trust (NASDAQ:QQQ) for growth exposure has a fair question in 2026: why hold a Nasdaq-100 fund that includes Costco and Pepsi when a pure-tech alternative exists at half the cost? That alternative is Vanguard Information Technology ETF (NYSEARCA:VGT), a roughly $143 billion fund that has ... Why Vanguard’s $143 Billion Tech ETF Outpaced QQQ While Charging Half the Fee

Microsoft Corporation (NASDAQ:MSFT) is one of the best NASDAQ stocks to invest in for long term. On July 1, Xero announced an integration with Microsoft 365, allowing small businesses to access real-time financial data within the tools they use daily. By embedding JAX, Xero’s AI financial superagent, into Microsoft 365 Copilot, the partnership enables users […]

The AI arms race has entered a new phase. For the past three years, the biggest technology companies have competed by buying as many Nvidia (NASDAQ:NVDA) GPUs as they could get their hands on. Now they’re racing to build something even more valuable: their own AI chips. That shift is about more than lowering costs. ... Meta’s Bold $6.5 Billion Power Move to Turbocharge Its Cloud and AI Takeover

Everyone — not just corporate executives — should map out their finances, tax strategy and healthcare needs to be ready for retirement on their own terms.

On June 12, Amazon engineers handed a report to the U.S. Commerce Department. Within hours, two of Anthropic's newest AI models went offline for every user on the planet. Nineteen days later, Anthropic got them back. The return of Claude Fable 5 to global availability on July 1 is the result of two ...

An investor who put $10,000 into FNGU on June 1, 2026 watched it shrink by roughly 28.88% in a single month, while the Nasdaq-100 barely moved. That gap is the product working as designed. It is also the hidden cost the marketing page will never lead with. What You’re Actually Paying The MicroSectors FANG+ Index ... Why FNGU’s 0.95% Fee Is Only Half the Hidden Cost

The software giant declined nearly 20% in June, the company's worst month since the dot-com bubble.

Microsoft has announced the launch of Microsoft Frontier Company with a planned investment of $2.5b. The new unit will embed 6,000 AI engineers and specialists directly with enterprise customers. The initiative aims to accelerate large scale AI adoption across industries in partnership with firms such as Accenture and KPMG. For investors tracking Microsoft, NasdaqGS:MSFT, this move represents a material expansion of its AI services effort rather than a routine product update. The stock last...