Notícias

These two companies couldn't be more different, yet both could deliver significant returns for investors.

Jamnagar Data Center Adds Local Compute Capacity

Riding demand for AI data centers, AI infrastructure leader Amphenol looks to connect with a fresh breakout.

Reliance will build a 168-megawatt facility in Jamnagar, Gujarat, and deliver it within two years, with an option to expand

LinkedIn is aiming to burnish its position as a go-to platform for business advertisers with a new team of marketing experts ‌that it expects to generate an annualized run rate of $100 million next fiscal year, ‌a source familiar with the matter said. The Microsoft-owned platform on Wednesday unveiled BrandWorks, the newly assembled team that aims ​to deliver higher-performing ad campaigns for customers ranging from software giant SAP to privately held website hosting platform Webflow. "We're developing services that are designed to meet the marketer where they are," said Alex Josephson, VP of BrandWorks, who previously built a similar offering called Twitter Next.

Micron Technology (NasdaqGS:MU) has added Dr. Alexis Black Björlin to its board of directors. Dr. Black Björlin is an experienced AI and semiconductor executive with prior leadership roles at NVIDIA, Meta, Broadcom, and Intel. The appointment brings deeper expertise in AI infrastructure, cloud platforms, and advanced semiconductor hardware to Micron’s governance bench. Micron Technology, trading at a recent share price of $935.89, has been one of the more intensely watched AI hardware...

As investments go, Beignet and Big Sky may not be household names. But that doesn’t mean households aren’t going to be exposed to their financial...

Morgan Stanley forecasts AI-related global debt issuance to more than double ‌to nearly $570 billion in 2026, pointing to ‌rising bond supply and credit market activity as hyperscalers turn ​to alternative funding sources to meet massive AI-driven capex needs. Here are some details: • Tech companies that have long relied on strong cash flows are ‌increasingly turning to ⁠debt financing as investment needs surge • Morgan Stanley estimates AI-related global debt issuance ⁠stood at nearly $236 billion as of May 31, 2026, fourfold more than the same period last ​year • Hyperscalers ​Alphabet, Amazon, Microsoft and ​Meta are expected to ‌spend $700 billion in outlays this year • Morgan Stanley ex...

Meta will lease a 168 MW AI data center from Reliance in Gujarat, deepening its India push as data center scrutiny grows.

Meta’s America’s Workforce Academy (AWA), announced on Monday, will train trade workers such as electricians, plumbers, and technicians and offer jobs.

The 168-megawatt facility will support Meta's global AI computing needs and can be expanded over time.

(Bloomberg) -- Taiwan Semiconductor Manufacturing Co. reported a 30% rise in its monthly sales, reflecting continued strength in demand spurred by a global rush to build AI infrastructure. Most Read from BloombergHouse Republican Says Hegseth’s D-Day Remarks ‘Inappropriate’US Strikes Iran After Helicopter Downed, Testing Peace TalksUS Launches Strikes Against Iran After Helicopter Shot DownStocks Pare Tech-Led Drop as Rotation Gains Speed: Markets WrapSurface Naval Drone Rescued Downed US Apache

The features could garner 360 million paid subscribers, generating revenue equivalent to roughly 5% of Meta’s total sales.

June 10 (Reuters) - Facebook-parent Meta said on Wednesday that it has tied up with Indian billionaire Mukesh Ambani's Reliance Industries for an AI-enabled data center in India.

The VanEck Semiconductor ETF (NYSEARCA:SMH) closed Friday at $599, capping a stretch in which SMH has returned roughly 146% over the past year and tacked on nearly 20% in May alone. SMH is up about 66% year to date, and the rally has been driven less by NVIDIA than most holders assume. Because the fund ... SMH ETF Investors: Watch Hyperscaler Capex Guidance at July Earnings Calls

It wasn’t all that long ago that smart glasses and VR headsets felt like something straight out of an episode of an episode “The Jetsons” or a science fiction novel, not something you could find on store shelves. Now, not only can you buy these wearable computers, but you can actually try them on ...

AppLovin (NASDAQ:APP) executives outlined the company’s growth strategy at the Nasdaq London Investor Conference, emphasizing the role of its AXON machine learning platform, expansion beyond mobile gaming advertising and a continued focus on high margins and shareholder returns. Co-Founder and Chie

The Invesco AI and Next Gen Software ETF (NASDAQ:IGPT) has had the kind of stretch that turns a niche thematic fund into a portfolio anchor: shares are around $100, up roughly 68% year to date and 121% over the past year. The fund tracks the STOXX World AC NexGen Software Development Index, powered by a ... The Capex Signal That Will Make or Break IGPT in the Next 12 Months

During this week of trading, with the heated anticipation of the SpaceX initial public offering (IPO), it’s particularly important for investors to remember the Facebook IPO. Investors were clamoring. It was the biggest event on Wall Street in decades. The stock was priced at $38. By August, it ...

AI stocks and shares of major tech players stumbled Tuesday as an attempt to rebound from a sell-off last week fizzled.

The European Commission has issued interim measures forcing Meta to restore third-party AI access to the WhatsApp Business API within five days.

When a Wall Street heavyweight tells you a $1.8 trillion company still looks cheap, it's worth slowing down to understand why. That's roughly the message coming out of JPMorgan (JPM) this month. Fresh off Broadcom's latest earnings, the bank didn't just nudge its outlook higher. It made a ...

One company powers AI-driven cloud giants, while the other anchors enterprise voice worldwide. Examine their fundamentals, risk, and valuation head-to-head.

Meta Platforms (META) has been ordered by the European Commission to restore and maintain free acces

Meta Platforms (NasdaqGS:META) is launching a US$115 million America's Workforce Academy to train workers for data center and AI infrastructure roles across the United States. The company is partnering with industry associations to roll out the program nationwide as demand for skilled technical labor in data centers grows. Meta is also expanding in-store Meta Lab experience zones with Best Buy to give shoppers hands-on access to its AI hardware products. In Europe, the EU Commission has...

European Union regulators have given Meta five working days to implement the interim measures while the competition probe continues.

As the Q1 earnings season wraps, let’s dig into this quarter’s best and worst performers in the productivity software industry, including Asana (NYSE:ASAN) and its peers.

After a strong run that has left the stock near its high, it’s easy for Alphabet (GOOGL) investors to focus on the rapid growth in AI and the cloud. But with expectations this high, the most important number to watch may not be a growth rate. It’s a measure of profitability that has quietly stretched to a level that warrants a closer look: the net profit margin.

Is SpaceX even worth half of what Elon Musk says it is?

The EU ordered Meta on Tuesday to give rival AI chatbots access to its WhatsApp platform for free within five working days as it carries out an antitrust probe, or risk a heavy fine.She said the EU order would ensure EU citizens choose which AI chatbots they would prefer to use on WhatsApp.