Notícias

Datadog joins three other Internet stocks positioned for AI-led growth as cloud demand, enterprise adoption and platform innovation gather pace in 2026.

The S&P 500 was up 0.3%, while the Nasdaq was up 0.2%, and the Dow gained 0.2%. The S&P 500 Equal Weight Index was up 0.6%, with 316 of the S&P 500’s components in the green. The broad rally helped offset weakness in the largest names by market capitalization.

A technology giant is growing faster than it has in years, yet the market is pricing its stock as if that growth is worth nothing at all.

Debt financing for AI-related needs — be it for data center construction or general liquidity amid aggressive spending — is accelerating in 2026, testing the limits of investor demand. July already has featured a $25 billion bond package for Amazon.com, and data center operator QTS is marketing an additional $2 billion across bonds and loans for mid-month pricing. That’s after the US high-yield bond market absorbed $31.9 billion of new AI-related bonds through July 8 this year, all but $4 billio

Meta's $9B Alberta data center and potential cloud plans could diversify growth, but heavy AI spending and rich valuation may test investors.

After a steep fall from its pandemic highs, the market has left Zoom for dead, but the company's vital signs tell a different story.

It's a rarity to see the “Magnificent Seven” tech stocks this cheap.

U.S. Technology giant Meta Platforms (NASDAQ: $META) is planning to build its first artificial intelligence (A.I.) ...

(Bloomberg) -- More money managers and dealers are about to get their hands on pieces of the largest private credit deal on record — when a chunk of a $35 billion financing package for Broadcom Inc. and Anthropic PBC’s AI infrastructure expansion begins trading.Most Read from BloombergMicrosoft’s Xbox to Shift Obsidian Studio to New ‘Fallout’ Video GameNvidia’s $1 Trillion Slide Sends Valuation to Pre-AI Boom LevelsTrump Vents Anger With Iran and Warns Ceasefire May Be ‘Over’US Military Launches

ClearBridge Investments, a global equity manager, recently published second-quarter 2026 commentary for its “Large Cap Growth Strategy”. A copy of the letter can be downloaded here. Equity markets experienced a significant rally in the second quarter, fueled by robust earnings and increasing optimism regarding easing geopolitical tensions. The S&P 500 Index climbed 15.2% during this period, […]

July is shaping up to be the pivotal month for cloud computing investors in 2026. All three of the companies below report late-July results with their cloud franchises accelerating, not decelerating, into the print. Enterprise AI workloads are still running ahead of supply, hyperscaler backlogs are ballooning, and the market has already begun to sort ... 3 Cloud Computing Stocks to Buy Before Earnings Season in July

Lakehouse Capital, a Sydney-based investment manager, published its “Lakehouse Global Growth Fund” investor letter for April 2026. A copy of the letter can be downloaded here. In April, several portfolio companies reported earnings. Overall, updates were positive, indicating that the companies continue to execute on growth opportunities and show strong fundamentals. The fund returned -0.8% net […]

Argentina's late win drove the highest search usage in Google's history.

Space Exploration Technologies Corp. (NASDAQ:SPCX) was among Jim Cramer’s stock calls on Mad Money, as he highlighted the AI opportunities in neoclouds. Cramer mentioned the company during the episode and said: SpaceX is now in the same business as well, and it’s allowing them to totally change the economics of their XAI business. Normal neocloud […]

Argentina comeback shows Google's real-time information power

Oracle Corporation (NYSE:ORCL) was among Jim Cramer’s stock calls on Mad Money, as he highlighted the AI opportunities in neoclouds. Cramer highlighted the future valuation of the company according to some analysts, as he said: The business is now getting crowded, which is why tonight I want to explain the differences between the major neocloud […]

NVIDIA Corporation (NASDAQ:NVDA) was among Jim Cramer’s stock calls on Mad Money, as he highlighted the AI opportunities in neoclouds. Cramer highlighted the company CEO’s strategy, as he commented: … Neoclouds, these are outfits with only one priority: Get the AI factory online and make the GPUs usable. They exist to deliver reliable compute faster […]

Stock Market Today: The Dow Jones index fell Thursday amid the latest U.S.-Iran news. Micron stock and Sandisk rallied premarket.

The Federal Reserve’s first policy meeting under Chairman Kevin Warsh highlighted a big focus on artificial intelligence spending. Bond markets are listening. Minutes of the Fed’s June meeting, where interest rates were kept unchanged at between 3.5% and 3.75% but communication was sharply pared back under Warsh’s new leadership, suggested a hawkish stance among Fed governors, many of whom remained focused on inflation pressures in the world’s biggest economy.

Visa Inc. (NYSE:V) is one of the 12 Best Dow Stocks to Invest In Right Now. On July 3, Matthew O’Neill of Bank of America Securities reiterated a Buy rating on Visa Inc. (NYSE:V) and set a target price of $410. The firm’s assigned price target implies a further 13% upside from current levels. This […]

Alphabet Inc. (NASDAQ:GOOGL) is one of the 12 Best Dow Stocks to Invest In Right Now. On June 30, Alphabet Inc. (NASDAQ:GOOGL) introduced two new artificial intelligence models, Nano Banana 2 Lite and Gemini Omni Flash AI. The new models are designed to expand GOOGL’s AI image and video capabilities. According to the company, Nano […]

The Invesco QQQ Trust is a top ETF to buy on the tech dip.

The new CEO of Berkshire Hathaway just made the conglomerate's boldest technology bet yet.

By Aditya Kalra NEW DELHI, July 9 (Reuters) - Google has challenged an Indian court ruling that it infringed on a company's trademark rights by allowing rivals to use its name as an advertising

The Magnificent Seven would become more AI-centric in this changeout.

Three brand-name companies that put capital to work in the developer of the Claude large language model in 2023 (and beyond) are sitting on jaw-dropping investment gains.

Companies that consistently increase their sales, margins, or returns on capital are usually rewarded with the best returns, and those that can do all three for years on end are almost always the legendary stocks that return 100 times your money.

Marvell Technology is riding AI infrastructure demand with custom chips, connectivity and optics, as growth forecasts and partnerships keep it in the spotlight.

Baseball legend Tommy Lasorda, the former Los Angeles Dodgers manager who won two World Series, didn’t have much time for the idea of “pressure” in professional sports. Stock markets are different matter, however. The looming second-quarter earnings season—set against the pullback in big tech stocks, the resurgence of global geopolitical risks, and the specter of renewed inflation—has investors on edge.

Shares of the Chinese artificial-intelligence company rose sharply after it announced plans for a US$4 billion fundraising to support growth, despite pricing the new shares at a discount.