Notícias

Regulators may outline who pays for grid upgrades needed to support surging AI power demand.

$1.3 trillion S&P 500 companies reported that level of capex for 2025, according to data compiled by S&P Global Market Intelligence. That figure includes $412 billion for just five large hyperscalers: Alphabet, Amazon, Meta, Microsoft and Oracle.

Thanks to AI fervor, equities have climbed despite headwinds from the Mideast conflict. Analysts detail the climate for stocks in the rest of 2026, including IPOs, small caps and more.

The 24/7 Wall St. price target for Advanced Micro Devices (NASDAQ:AMD) is $561.83 over the next 12 months. With AMD trading at $507.29 after a brutal 7.3% single-day reset on June 16, our proprietary model still points to roughly 10.75% of upside from here. Our recommendation is buy, with a confidence level of 90%. The ... UP 280% YTD, Will AMD’s Rally Continue?

At $117.03, CoreWeave (NASDAQ:CRWV) looks fully valued near current levels, with a more attractive risk/reward setup on any macro-induced pullback to $105 or below. The stock has ripped 18.87% in the past week as traders front-run Nasdaq-100 inclusion on June 22, 2026, making this an awkward spot to chase but a dangerous one to short. ... CoreWeave Just Added $32 Billion to Its AI Backlog Ahead of Joining the Nasdaq-100. Is CRWV a Buy at $117?

Elon Musk's xAI is a “failure” and may struggle to compete with leading artificial intelligence developers OpenAI and Anthropic, according to Yann LeCun, founder of AMI Labs and former Meta chief AI scientist. LeCun, often referred to as a “godfather of AI” for his early contributions to the...

If you are wondering whether Meta Platforms stock still offers value after a strong multi year run, the latest signals around price and valuation give you plenty to think about. The share price closed at US$567.58, with the stock down 0.6% over the past week, down 7.1% over the past month, down 12.7% year to date and still up 103.3% over three years and 68.1% over five years, which can change how investors think about both upside and risk. Recent headlines have focused on Meta Platforms'...

Here, we have picked three AI stocks, MU, DELL and HPE, which are well-poised to benefit from AI's growing use and ability to solve complex problems.

The artificial intelligence boom is reshaping more than just software. It is rewriting the economics of the entire technology industry. The four largest hyperscalers — Amazon (NASDAQ:AMZN), Microsoft (NASDAQ:MSFT), Alphabet (NASDAQ:GOOG), and Meta Platforms (NASDAQ:META) — are expected to spend roughly $750 billion on AI infrastructure in 2026. That spending spree is consuming enormous amounts ... Tim Cook Says Apple Is About to Get Swamped By a “100-Year Flood”

SpaceX has joined the stock market -- and the trillion-dollar club.

Everyone sees the massive AI spending, but the real story for Amazon may be the hardware it is building for itself.

Apple Inc (NASDAQ:AAPL, XETRA:APC) plans to raise prices on some of its products as surging memory and storage chip costs pressure its supply chain, CEO Tim Cook told The Wall Street Journal in an interview. "Unfortunately, price increases are unavoidable," Cook told the publication. "We're...

Perplexity AI co-founder and CEO Aravind Srinivas has predicted that semiconductor giant Micron Technology Inc. could soon surpass Meta Platforms Inc. in market capitalization. Srinivas argues that global tech dominance is shifting entirely toward hardware providers, explaining that severe physical...

The early Chinese ‌backers of ‌AI startup Manus are ​planning to buy the company back from Meta ‌at ⁠the $2 billion price that the ⁠Facebook parent paid, The ​Information reported ​on ​Thursday, citing ‌two people with direct knowledge of the matter. The move is in ‌response to ​a ​Chinese ​government order ‌that the deal ​be ​reversed, the report said.

Israeli AI cybersecurity startup Dream, co-founded by the former head of spyware firm NSO Group, said it ‌raised $260 million in a private funding round, bringing its valuation to $3 billion. Co-founder ‌Shalev Hulio, who cut ties with NSO in 2022 after the company was accused by Meta of ​targeting WhatsApp and its users, went on to launch Dream in 2023. Hulio co-founded NSO in 2010 and previously served as its CEO.

Andrew “Boz” Bosworth said the only time he could remember the mood being worse than it is currently was back in 2018, during the Cambridge Analytica scandal.

The once-hot nuclear fission stock Oklo climbed 3.5% on Thursday. Meanwhile, Centrus Energy rose about 8.5% after news of the deal broke.

Departure comes during major company AI overhaul

Elon Musk's SpaceX pulled off the biggest IPO ever. For investors, there are still issues to sort out. For one, is SPCX a meme stock?

AI Leadership Exit Adds New Twist to Meta's Massive Transformation Plan

Emily Dalton Smith, who was set to lead Meta's internal AI work push, is reportedly leaving the company.

US equity markets were tracking in the green before the opening bell Thursday as investors weighed t

SpaceX has quickly become a trillion-dollar company.

A surge in AI-driven demand for memory chips has made it impossible to shield customers from rising costs, the outgoing CEO said

(Bloomberg) -- The artificial-intelligence race is becoming so expensive that it’s snuffing out one of the key forces that has helped keep Big Tech stocks soaring for years: steady share buybacks.Most Read from BloombergRead the 14-Point Draft Memorandum Between the US and IranModi Warns of ‘Shortage of Trust’ Ahead of Trump MeetingTrump Blows Through His Iran Red Lines in Justifying Peace DealIran’s Deputy Foreign Minister Confirms Deal Reached With USApple Plans Camera AirPods Alongside Upgrad

The top ten US technology stocks now account for nearly 40% of the S&P 500's total market capitalisation, marking the highest concentration since the late 1990s tech bubble and well above the 25% recorded during the dotcom crash itself. That figure underscores how completely artificial...

The stock market is salivating over big increases in corporate earnings, but there’s a catch. Analysts expect S&P 500 companies’ earnings growth to top 20% for a second consecutive quarter in the current period, in part because of soaring profits by semiconductor makers and other AI-infrastructure companies. This combination has worked wonders for corporate earnings broadly.

The artificial intelligence (AI) hyperscalers aren't terribly expensive for their strong growth.

Meta Platforms confirmed that attackers exploited its AI-powered customer support chatbot to take control of several high-profile Instagram accounts. The incident revealed a security weakness in how generative AI tools are integrated into sensitive support workflows. In a separate development, a senior executive overseeing Meta's internal AI initiatives is leaving the company during an extensive AI transition. For investors tracking Meta Platforms (NasdaqGS:META), this security breach lands...

Snap’s $2,195 “Specs” received an underwhelming response from consumers and analysts, with many contending that the AR glasses would fail to achieve mainstream adoption.