Notícias

Alphabet shares have struggled to keep pace with the broader technology rally. Relative weakness versus peers may offer clues about where Google stock heads next.

Intel (NASDAQ:INTC) is dominating semiconductor headlines again, riding CHIPS Act drama, a U.S. government equity stake, and CEO Lip-Bu Tan’s sweeping turnaround narrative. Intel’s Financials Tell a Different Story Strip away the headlines and the numbers are ugly. Q1 fiscal 2026 revenue came in at $13.58 billion, up 7.2% year over year, but Intel posted ... Forget Intel: Buy This Ultra-Efficient, Cash-Generative Semiconductor Juggernaut Instead

The artificial intelligence boom has created plenty of winners, but one company sits at the center of it all. Every major AI player — Nvidia (NASDAQ:NVDA), Advanced Micro Devices (NASDAQ:AMD), Broadcom (NASDAQ:AVGO), Amazon (NASDAQ:AMZN), Microsoft (NASDAQ:MSFT), and Alphabet (NASDAQ:GOOG) — depends on a single manufacturer to turn advanced chip designs into physical products: Taiwan Semiconductor ... Warren Buffett Bought the World’s Most Dominant AI Company — Then Sold It Within 6 Months

Hidden inside Meta's (META) massive advertising machine is a product suite already at a $20 billion annual revenue run rate. This value optimization suite, adopted by businesses for its performance, has more than doubled in the last year. It represents a powerful new layer of monetization, scaling quietly beneath the surface of the core social apps.

The European Commission's Cloud and AI Development Act would bar Amazon, Google, and Microsoft from critical state tenders and triple EU data center capacity

Microsoft (NasdaqGS:MSFT) has launched new healthcare and life sciences AI collaborations, including a frontier clinical reasoning model co-developed with Mayo Clinic. The company also announced partnerships with Cortechs.ai, First Foundation Labs, and Causaly to embed advanced AI into clinical workflows and R&D. Microsoft introduced seven new in-house AI models, including its first reasoning model, MAI-Thinking-1, developed by its superintelligence team. The company restructured its OpenAI...

On June 1, CNBC reported that Berkshire Hathaway (NYSE:BRK-B) invested an additional $10 billion in Alphabet (NASDAQ:GOOGL) through a private stock purchase, deepening its bet on artificial intelligence. The move makes Berkshire Hathaway a meaningful participant in Alphabet’s larger $80 billion equity raise aimed at funding AI infrastructure and global computing capacity expansion. This is Berkshire’s ... Buffett’s Berkshire Hathaway Just Made its First Major AI Investment: Here’s the Next AI Bu

Impax Asset Management, an investment management firm based in London, specializing in sustainable investing, released its first-quarter 2026 investor letter for its “Impax Global Environmental Markets Fund”. A copy of the letter is available to download here. The Fund stood resilient in the quarter by outperforming its primary benchmark, the MSCI ACWI index. The stock […]

They've proven to be two of the most thorough tech companies in the world.

The MAI model family spans reasoning, coding, image, voice, and transcription — and lets Microsoft avoid paying third parties like OpenAI

Brown Advisory, an investment management company, released its “Brown Advisory Global Leaders Strategy” for the first quarter of 2026 investor letter. A copy of the letter can be downloaded here. The strategy focused on delivering strong long-term performance by investing in a focused portfolio of companies that solve customer problems and provide good returns for […]

Before the stock took off, management gave investors a live A/B test on its most important product, and the results were unambiguous.

Investing.com -- The European Commission introduced new legislation on Wednesday aimed at strengthening domestic cloud, artificial intelligence and semiconductor sectors to reduce dependence on U.S. technology companies.

Project Solara, the RTX Spark Dev Box, and MAI Thinking-1 mark Microsoft's push to control the end-to-end AI stack

The spending on AI has only just begun.

Alphabet and Microsoft are each operating at a high level.

The Schwab Fundamental International Equity ETF (NYSEARCA:FNDF) has ~900 holdings across Europe, Japan, the UK, and the rest of the developed world. Over the past year FNDF has returned 46%, with 22% of that since New Year’s. For a 900-name international value fund, that pace surprises most US investors. The FNDF holder wonders what is ... Over 900 Holdings, but Still up 40%. This Schwab ETF Kills Two Birds With One Stone.

The company said it hopes to develop a scalable quantum computer by 2029, slashing its previous timeline in half.

Software stocks have rebounded from a punishing selloff as investors are betting that AI may boost the sector rather than leaving it for dead. Now investors are flocking to firms they see succeeding at integrating AI and adjusting price models by charging clients based on actual usage – while steering clear of firms that are too dependent on traditional pricing, ​which involves subscription fees based on headcount. "While AI is causing massive disruption, it is remapping the industry rather than destroying it," said Daniel Morgan, portfolio manager at Synovus Trust in Atlanta.

Two shareholder proposals request independent reports on whether Palantir’s software contributes to human rights abuses by government clients.

(Bloomberg) -- Nvidia Corp. Chief Executive Officer Jensen Huang touted “insane” returns for investors willing to bet on the AI boom, seeking to dispel lingering concerns around the big sums spent on artificial intelligence and its long-term profitability.Most Read from BloombergRussia Finance Officials Tell Putin War Spending Is UnaffordableTrump to Get Audit Immunity as $1.8 Billion Fund in DoubtTrump Begins Rebuilding His Tariff Wall Citing Forced LaborCanada Dips Into Technical Recession for

Private infrastructure and real estate capital are expected to play a larger role in financing the ‌AI-driven data-center boom, as companies move beyond traditional forms ‌of funding, Goldman Sachs said in a note on Tuesday. Goldman increased its ​combined capex forecast for the four largest hyperscalers - Meta, Microsoft, Amazon, and Alphabet - to $5.3 trillion between fiscal years 2025 and 2030. Prior to the start of first-quarter earnings, the Wall Street brokerage forecast ‌capex at $4.5 trillion for ⁠the same period.

Varonis Systems, Inc. (NASDAQ:VRNS) ranks among the best technology growth stocks to buy under $100. On May 26, KeyBanc began coverage of Varonis Systems, Inc. (NASDAQ:VRNS) with a Sector Weight rating. Analyst Eric Heath identified robust secular trends in the data security sector, stating that the deployment of AI and Copilot contributes to the data […]

Google-parent Alphabet’s plan to raise $80 billion through equity sales signals that its AI spending intentions aren’t slowing down. Alphabet’s stock price slipped nearly 4% Tuesday, while the prospect of more capex surges in the future also weighed on the shares of cloud rivals Microsoft, Amazon and Oracle.

In May 2026, Richtech Robotics reported receiving a Nasdaq notice that it was out of compliance with listing rules after missing the deadline for its March 31, 2026 Form 10-Q filing, triggering a formal timeline to submit a remediation plan or face potential delisting. The situation places unusual focus on the company’s financial reporting controls and disclosure practices, as timely SEC filings are a core requirement for maintaining access to public equity markets. With the Nasdaq...

Investors might have overestimated the impact of artificial intelligence on the software industry.

NVIDIA (NasdaqGS:NVDA) introduced the RTX Spark superchip for Windows PCs, aimed at bringing agentic AI capabilities directly to consumer and professional devices. The company also announced Vera CPUs for data centers, targeting new AI workloads for hyperscalers and enterprises. RTX Spark is tied to a partnership with Microsoft and MediaTek, while Vera connects to fresh ecosystem support across data center, robotics, and edge platforms. NVIDIA highlighted new supply chain partners, open...

U.S. President Donald Trump said in a post on Truth Social on Tuesday that the U.S. and Iran deal negotiations are ongoing, dismissing reports of strained relations between the two countries.

Wedbush’s Dan Ives stays bullish on Microsoft, Alphabet and the broader AI trade, calling current market sentiment an underestimation of the next phase of Big Tech growth.

The Microsoft founder's foundation recently added this healthcare stock to its portfolio.