Notícias

NVIDIA (NASDAQ:NVDA) and AMD (NASDAQ:AMD) both reported earnings in May, and the contrast says everything about today’s AI hardware market. NVIDIA posted a $81.6 billion quarter built on Blackwell dominance. AMD posted $10.25 billion, with the Meta partnership reshaping its data center story. One is the incumbent. The other is the credible challenger finally getting ... Nvidia vs AMD: The Better AI Stock Is A Better Buy This June

The IPO market is back, and it’s not the same companies leading the charge. FAANG had a good run, but a new acronym is taking over: MANGOS — Meta (or Microsoft, depending on who you ask), Anthropic, Nvidia, Google, OpenAI, and SpaceX. Half of that bunch is heading to public markets in the same window, and it’s a stress test for investors, for valuations, and for […]

Shares of Advanced Micro Devices (NASDAQ:AMD) are up 5% in Friday trading, changing hands near $512 in the afternoon. The move comes after Citi delivered one of the most aggressive bull calls on the stock to date, putting a fresh spotlight on the AI accelerator narrative. Citi analyst Atif Malik upgraded AMD shares from Neutral ... Wall Street Just Put a Monster Target on AMD. Is the Stock Still Too Cheap?

June 12 (Reuters) - SpaceX jumped over 20% in its Nasdaq debut on Friday, lifting its valuation to more than $2 trillion as investors piled into the world's largest IPO and bet on Elon Musk's sprawling empire spanning rockets to AI. The stock opened for trading at $150, compared with ‌the IPO price of $135 per share.

SpaceX (SPCX) is finally off to the races and publicly trading after its historic IPO on Friday, June 12. Nasdaq (NDAQ) President Nelson Griggs sits down with Market Catalysts Host Julie Hyman and Yahoo Finance Executive Editor Brian Sozzi to discuss the lessons his company has learned from Facebook's — now Meta Platforms (META) — own IPO in 2012.

CEO Wendell Weeks remembers the dot-com crash and other hard times, and those lessons have taught him to hedge even the most optimistic data-center bets.

The rocket and satellite company raised $75 billion in the largest IPO ever, valuing SpaceX at $1.77 trillion at its offering price

Meta Platforms (NASDAQ:META) just delivered Q1 revenue of $56.31 billion, up 33% YoY, and EPS of $10.44 against a $6.66 consensus. CEO Mark Zuckerberg said the company is “on track to deliver personal superintelligence to billions of people.” Shares responded by dropping 13.81% YTD to $568.43. The bull case calls for $700 by year-end. I ... Prediction: Can Meta Stock Reach $700 by Year-End?

Meta Platforms, Inc. (NASDAQ:META) is one of the 7 Best Compounder Stocks to Buy Now. On June 4, 2026, Meta Platforms, Inc. (NASDAQ:META) announced the launch of Instagram Plus, a new subscription designed to offer additional features across Instagram. Meta said the existing Instagram experience “will always be free,” while Instagram Plus is an “optional […]

Section 230 protects tech platforms like Meta's Facebook and Google's YouTube from liability for user content. A horde of lawsuits could change that.

A surge in problem reports for Facebook, Instagram, and WhatsApp began just before markets opened on Friday.

Entergy Corporation (NYSE:ETR) was among the stocks Jim Cramer commented on, saying that tech stocks cannot be trusted to lead anymore. Cramer was quite bullish on the stock, as he stated: Thanks to the great data center buildout, business is booming for some of the electric utilities. Take Entergy, a regulated electric utility based in […]

Meta Platforms, Inc. (NASDAQ:META) was among the stocks Jim Cramer commented on, saying that tech stocks cannot be trusted to lead anymore. Cramer mentioned the company while discussing the Magnificent Seven, as he commented: The hallmark of the Magnificent Seven: bulletproof balance sheets. That’s what allowed them to have these robust buybacks. They were tight. […]

The stock market thrives on anticipation, and few public offerings have generated as much of it as SpaceX‘s (NASDAQ:SPCX) debut. The aerospace giant priced its IPO at $135 per share, raising tens of billions of dollars and becoming one of the largest public offerings ever. Yet as investors refreshed their brokerage accounts Friday morning, many ... SpaceX IPO Delayed? Here’s Why SPCX Still Isn’t Trading Yet

In May 2026, CleanSpark reported unaudited bitcoin production of 671 BTC, while also advancing plans to repurpose part of its roughly 250-megawatt Sandersville, Georgia data center for AI and high-performance computing use. The company’s talks to lease Sandersville capacity to Meta Platforms suggest a potential shift from purely bitcoin mining toward broader data center revenue opportunities. With CleanSpark now exploring an AI-focused data center lease with Meta, we’ll examine how this...

AI hyperscaler CapEx spending is now the single biggest variable in the U.S. power equation. Microsoft (NASDAQ:MSFT), Meta (NASDAQ:META), Amazon (NASDAQ:AMZN) and Alphabet (NASDAQ:GOOGL) are collectively guiding to $710B+ in combined 2026 CapEx, and the EIA’s Annual Energy Outlook 2026 now models data center server electricity use growing to 818 billion kilowatthours in 2050, more ... 3 Nuclear Energy Stocks Powering the AI Boom in June

Investing.com -- French artificial intelligence startup Mistral AI is negotiating to raise approximately €3 billion ($3.5 billion) at a valuation of about €20 billion, according to a Friday report by Bloomberg. The funding round would provide the Paris-based company with resources as it competes in the computing race against rivals in the US and China.

We just covered Harvard University Stock Portfolio 2026: Top 10 Picks. Broadcom (NASDAQ:AVGO) ranks #6 (see Harvard University Stock Portfolio 2026: Top 5 Picks). Harvard’s Stake: $146,681,741 Broadcom (NASDAQ:AVGO) is up roughly 48% over the past year, yet bulls believe there is still meaningful upside ahead. The core reason is simple: the custom AI chip […]

(Bloomberg) -- Investors will soon have a sense of how SpaceX shares will perform after the largest initial public offering ever — but they may need to wait several hours to get in on the trading action.Most Read from BloombergSpaceX IPO Raises $75 Billion in Biggest Debut of All TimeXbox Plans Significant Layoffs as New CEO Plans OverhaulTrump Insists Iran Deal Is Close After Scrapping New StrikesTrump Vows New Attacks on Iran, Threatens Key Energy TargetsUAE and Iran Meet Face-to-Face to Try t

The big day is here as SpaceX (SPCX) prepares to go public on the Nasdaq via its historic IPO. Elon Musk's space operator raised $75 billion after pricing 555,555,555 shares at $135 each. Morning Brief Host Julie Hyman is joined by Yahoo Finance Senior Reporter Pras Subramanian and Trustless Media Founder Zack Guzman to discuss SpaceX's IPO pricing.

Artificial intelligence is reshaping nearly every corner of the technology industry, but it is also transforming corporate finance. Companies are no longer just competing for customers or market share. They are competing for computing power, data centers, semiconductors, and energy infrastructure. Building that foundation requires enormous amounts of capital, and the U.S.’s largest technology companies ... In 5 Months, Big Tech Has Borrowed More Than In the Last 5 Years

A Wall Street analyst on Friday upgraded AMD stock to buy from neutral, saying its GPU business is undervalued.

Meta Platforms, Inc. (NASDAQ:META) is one of the Good Stocks to Invest in Now. Recently, on June 3, Reuters reported that Meta introduced its new AI agent at a WhatsApp-focused conference, suggesting a significant push into the enterprise software market and putting it in direct competition with OpenAI, Anthropic, and Google. ​Reuters noted that this […]

Trades jobs are especially in demand now, in no small part because of the AI data center explosion.

If SpaceX shares start trading erratically, bankers have a secret weapon to attempt to calm things down. Underwriters typically sell more shares to investors than an IPO’s total offer size, colloquially called the green shoe. In SpaceX’s case, they sold about 15% more shares than the stated offering size.

Beijing's order forces Meta to separate operations from the AI startup.

Entrepreneur Elon Musk is savvy when it comes to maintaining control of his companies. He owns 46% of SpaceX.

Investing.com -- Citi has upgraded Advanced Micro Devices to Buy from Neutral, raising its price target to $575 from $460, arguing that the company's emergence as a "legit second source in the GPU market" is not yet reflected in the stock price.

Constellation Energy (NasdaqGS:CEG) is progressing regulatory steps to restart the Crane Clean Energy Center, including FERC approval for interconnection capacity. The NRC is conducting an environmental review for the former Three Mile Island Unit 1 facility as part of the restart process. Constellation has entered long term, carbon free power agreements with major technology companies, including Microsoft and Meta, aimed at supplying nuclear power for AI and data center...

Hedge funds sold out of the biggest U.S. tech stocks, and some even added ‌bearish positions, according to data from a JPMorgan note late ‌Thursday, just before SpaceX was set to go public on Friday. Shares in the "Magnificent Seven" -- ​a group that includes some of the biggest tech names on Wall Street, namely Nvidia, Apple, Amazon.com, Alphabet, Meta, Tesla, and Microsoft, have all declined since last Friday. The Roundhill Magnificent Seven ETF, which tracks these ‌stocks closely, declined over 2.4% ⁠since June 5, with some analysts saying investors were clearing their decks in order to prepare for the ⁠debut of Elon Musk's Space X on Friday.