Notícias

There’s a pre-IPO document making the rounds that reads like a chapter from an Arthur C. Clarke novel. The company behind it wants to launch 100 gigawatts of compute to space each year, roughly one fifth of total annual U.S. power production in 2025. I’ve been reading every AI infrastructure filing I can get my ... SpaceX Has a Plan for AI That Sounds Like Pure Science Fiction. How It Impacts Your Wealth

Software is eating the world, and virtually no business is left untouched by it. Companies bringing it to life have been rewarded with high valuation multiples that make fundraising easier, but they have weighed on returns lately as the industry has pulled back by 8.5% over the past six months. This drop is a far cry from the S&P 500’s 10.7% ascent.

Microsoft Corporation (NASDAQ:MSFT) is one of Billionaire Ken Fisher’s Latest Portfolio: 10 Best Stocks to Buy. Technology giant Microsoft Corporation (NASDAQ:MSFT) is perhaps one of the weakest performers in Fisher Investments’ portfolio. The shares are down by 7.8% over the past year and by 9.7% year-to-date. The firm has been in the news lately following […]

I've watched plenty of companies chase a hot trend and spend their way into trouble. The story usually looks thrilling on the way up and painful on the way down. Oracle is the latest name testing that thesis. The software giant is pouring tens of billions of dollars into data centers to grab a ...

Nvidia's entry into the AI PC market with its RTX Spark superchip last week is less a breakthrough for regular users than a high-stakes bet that a largely unproven concept can find wider appeal, ‌analysts said. It's a claim that PC makers HP and Dell have made for nearly three years now, only to be met with skepticism from Wall Street ​and consumers, with high prices outweighing tangible benefits. Nvidia, though, appears to be selling a different version of the AI PC than what exists today, one aimed more at developers and content creators who have long favored Apple's high-end MacBook Pros.

There might be trouble ahead for the booming artificial intelligence trade.

Microsoft-backed (MSFT) OpenAI is preparing to shift its focus toward AI agents, coding tools and bu

The Invesco PHLX Semiconductor ETF (NASDAQ:SOXQ) has emerged as one of the cleanest, lowest-cost vehicles for direct semiconductor exposure during the AI capex cycle. The fund tracks the PHLX Semiconductor Sector Index, which represents the 30 largest U.S.-listed semiconductor companies, and carries a 0.19% expense ratio, materially cheaper than the older iShares competitor. Since launching ... SOXQ Semiconductor ETF Surges 181.74% as AI Chip Boom Lifts NVIDIA, Broadcom, AMD

Tepper is considered one of the best hedge fund managers and investors ever.

A few months ago, Nebius announced a $10 billion data center project in Finland that, when completed, would be Europe's largest.

Despite growing skepticism, Burry cites that the retailer’s financial foundation remains strong.

The cloud giants are spending hundreds of billions to build AI data centers -- and a growing slice of that money is going toward chips they design themselves.

Cloud computing will benefit from the AI build-out over the long term.

Microsoft is building its own AI infrastructure in-house, and that's good news for investors.

For a 59-year-old pre-retiree sitting on a six-figure dividend core, the choice between iShares Core Dividend Growth ETF (NYSEARCA:DGRO) and Schwab U.S. Dividend Equity ETF (NYSEARCA:SCHD) usually gets framed as a yield contest. SCHD pays more today. The quieter story is that DGRO has delivered 250% over the past ten years versus SCHD’s 233%, and ... Forget SCHD: DGRO’s Looser Quality Filter Has Quietly Delivered Higher Total Returns Over the Last Decade

Netflix's stock has been underperforming for a year now. The company needs to come up with a new story to win over markets.

Grid Dynamics Holdings, Inc. (NASDAQ:GDYN) is one of the best debt-free IT stocks to buy now. On May 26, Grid Dynamics Holdings, Inc. (NASDAQ:GDYN) moved to target large enterprises running mission-critical, high-transaction-volume legacy environments. The company unveiled an AI-native modernization service powered by its GAIN Platform for SDLC on Microsoft Azure. The offering will help […]

President Donald Trump‘s new AI executive order may have avoided the heavy-handed regulation that some in Silicon Valley feared, but it has opened a new question for investors: who will gain a seat at the table as Washington builds its...

Microsoft (NasdaqGS:MSFT) has announced its Majorana 2 quantum chip, targeting a scalable quantum computer by 2029 with improved qubit reliability. Reid Hoffman, LinkedIn co founder, plans to exit Microsoft's board, with the company indicating the move is not linked to any disagreement. For you as an investor, these updates touch two core parts of the Microsoft story: advanced computing and board level oversight. NasdaqGS:MSFT already spans cloud, productivity software and AI services, and...

Is ACM a good stock to buy? We came across a bullish thesis on AECOM on The Dividend Auditor’s Substack. In this article, we will summarize the bulls’ thesis on ACM. AECOM’s share was trading at $71.44 as of June 2nd. ACM’s trailing and forward P/E were 15.08 and 10.72 respectively according to Yahoo Finance. AECOM, together […]

Microsoft declared its Majorana 2 topological quantum processor, a second-generation chip aimed at significantly improving qubit reliability and scalability. Wedbush described it as 'another validation' for the broader quantum computing industry.

The arms race to build AI data centers is on, and these companies provide critical inputs.

Power solutions provider ERock is expected to take to the market on June 10.

If you closed Thursday with $10,000 in Direxion Daily Technology Bull 3X Shares (NYSEARCA:TECL), you opened the weekend with about $8,000. TECL closed Friday June 5 at $202.59, down 19.93% from Thursday’s $253.01. The underlying it leverages, Technology Select Sector SPDR Fund (NYSEARCA:XLK), fell 6.66% from $193.17 to $180.30, its worst session in over a ... Direxion’s 3x Tech ETF TECL Collapsed 19.93% Friday While XLK Fell Just 6.66%: Here’s Why

Investing.com -- UBS maintained "buy" ratings on three major cloud providers as their combined revenue rose to $84.8 billion in the first quarter of 2026, up 39% from a year earlier, marking a 15-percentage-point acceleration from the growth rate recorded in the same period last year.

Investors were confronted this past week with four difficult realities that may fundamentally change the way they think about AI the business vs. AI the technology:

Amazon, Meta Platforms, Microsoft, and Nvidia look underpriced.

Ten thousand dollars dropped into Technology Select Sector SPDR Fund (NYSEARCA:XLK) at the close on December 31, 2025 was worth about $13,434 at the close on June 4, 2026. The same ten grand in SPY was worth about $11,102. That is the entire "three to one" story, 34% for the tech SPDR against 11% for ... $10,000 Invested in XLK on New Year’s Eve Is Worth $13,434 Today

DocuSign, Inc. has reported its first-quarter 2026 results, with revenue rising to US$830.24 million and net income reaching US$78.2 million, while also issuing guidance for up to US$869 million in second-quarter revenue and up to US$3.50 billion for the full fiscal year. At the same time, DocuSign is deepening its AI push by launching an app for OpenAI’s ChatGPT and Codex and appointing former UiPath and Microsoft product leader Graham Sheldon as Chief Product Officer to advance its...

A $10,000 position in the MicroSectors FANG+ 3X Leveraged ETN (NYSEARCA:FNGU) at Thursday’s $32.16 close was worth about $8,392 by Friday’s $26.99 close, a 16% single-session drop on June 5, 2026. Stretch the window back one week and the damage gets uglier. FNGU went from $34.76 on May 29 to $26.99 on June 5, a ... $10,000 in FNGU Became $8,392 in One Session as Tech Leverage Cut Both Ways