Notícias

Steve Eisman, the investor made famous by “The Big Short,” warned this week that the artificial intelligence giants driving the stock market may lack the one thing that justifies their spending: a moat. “You’re talking about massive companies spending trillions...

Alphabet stock drops on a Gemini AI delay and a new EU order, testing confidence before next week's earnings.

Shares of online advertising giant Alphabet (NASDAQ:GOOGL) fell 4.5% in the afternoon session after reports revealed that the release of its flagship Gemini 3.5 Pro AI model has been delayed by several months.

The conviction belongs to Buffett. But is the oracle of Omaha right?

Nearly 700 miles from Silicon Valley, in the arid foothills of Boise, Idaho, you’ll find the headquarters of Micron Technology (MU), a global manufacturer of semiconductor chips and one of the world’s leading technology companies. It's also nearly 2,500 miles from Wall Street. Yet despite its ...

TSMC’s higher spending outlook raised concerns about near-term margins and returns in the ongoing AI infrastructure buildout.

The Nasdaq tumbled on Sandisk, Micron, other AI stocks, but regional banks and transports rose. SpaceX has a big launch coming.

(Updates with closing levels throughout the story.) Wall Street's stock indexes fell Thursday aft

Gemini 3.5 Pro is reportedly months behind schedule after falling short of Google’s internal expectations for coding capabilities.

Google stock fell amid a report the internet giant is behind schedule on delivering Gemini 3.5 Pro, its most powerful flagship AI model, as rivals gain momentum.

Amazon, Alphabet, and Meta are my three favorite "Magnificent Seven" stocks to buy right now.

(Bloomberg) -- Earlier this week, Google DeepMind Chief Executive Officer Demis Hassabis unveiled a proposal for a new international watchdog that would do “rigorous” tests and reviews of cutting-edge AI models before release.Most Read from BloombergThailand Scraps Plan to End Visa-Free Entry for Indian TouristsBeckham’s IM8 Gets $1 Billion From General Catalyst for GrowthCIA Says AI Drones Give Russian Troops Only 30 Minutes to LiveOpenAI’s First Device Will Be Movable, Screenless Speaker Built

The AI boom has been one of the biggest investing stories of the past few years. Nvidia became one of the most valuable companies on earth. Microsoft, Google, and Amazon poured hundreds of billions into infrastructure. But the companies actually building the models at the center of it all have ...

Tech stocks were lower late Thursday afternoon, with the State Street Technology Select Sector SPDR

Alphabet Inc (NASDAQ:GOOG) is set to post a blockbuster second quarter, according to Bank of America, which reiterated its Buy rating and raised earnings estimates on surging Cloud growth and a sharp jump in the value of the company's Anthropic stake. The bank expects Alphabet to report...

Wall Street banks posted their strongest second-quarter ECM revenue since 2021, led by SpaceX and AI fundraising.

Google Search and YouTube and Meta's Instagram experienced slower ad-spend growth in Q2 2026 in the U.S. vs. a year ago, while Meta's Facebook rebounded from a relatively weak start to the year according to data released this week.

The changes are intended to give European users more choice.

Susquehanna sees stronger server demand, though weaker PC trends remain a concern.

Microsoft highlights lower-cost AI, stronger security, and integrated tools as it sharpens enterprise competition.

Microsoft Is Pushing Its Own AI Models. What That Means for OpenAI

Investing.com -- Alphabet Inc. (NASDAQ:GOOGL) shares fell 2.3% Thursday afternoon following a Bloomberg report that the company’s Google is months behind schedule on delivering Gemini 3.5 Pro, its most powerful flagship AI model.

Every time Amazon dips, one investor keeps adding shares while Wall Street fixates on a capex blowout that obscures something far more important hiding in the filing.

(Bloomberg) -- Alphabet Inc.’s Google is months behind schedule on delivering Gemini 3.5 Pro, its most powerful flagship AI model, because the company has been taking time to try to improve its capabilities, particularly in coding, according to people familiar with the matter.Most Read from BloombergThailand Scraps Plan to End Visa-Free Entry for Indian TouristsBeckham’s IM8 Gets $1 Billion From General Catalyst for GrowthCIA Says AI Drones Give Russian Troops Only 30 Minutes to LiveOpenAI’s Fir

Shares are headed to another record high on Thrusday. Maybe the iPhone maker should thank John D. Rockefeller’s Standard Oil.

Shares have climbed 182% in the past five years.

Apple's growth story is undeniable, but a single, unquantified warning from management on its last earnings call created the one question that now hangs over the stock.

Tech stocks were lower Thursday afternoon, with the State Street Technology Select Sector SPDR ETF (

Alphabet (GOOG, GOOGL) is likely to deliver strong second-quarter results amid strength in its cloud

Big Tech's earnings are coming fast, and it'll be all about AI spending.