Notícias

Bill Ackman's hedge fund Pershing Square will disclose a ‌new position in Microsoft later in ‌the day, the billionaire investor said on Friday, arguing ​that the tech giant sits at a "highly compelling valuation". Ackman's new closed-end fund Pershing Square USA, which debuted on the NYSE ‌last month, has ⁠also recently made Microsoft a core holding, he said in a ⁠post on social media platform X. Pershing's bet on Microsoft comes amid Ackman's growing ​appetite for ​tech holdings.

Soaring artificial intelligence (AI) spending may cut the cord on one of Wall Street's biggest tailwinds.

Most Wall Street analysts view Meta Platforms and Shopify as deeply undervalued.

Market concentration can amplify gains but also compound declines during a stock market sell-off.

(Bloomberg) -- President Donald Trump’s latest financial disclosures show that he made a slew of stock and bond purchases with major American companies in the first quarter of the year totaling in the tens of millions of dollars and possibly more. Most Read from BloombergHormuz Oil Flows Creep Higher as More Supertankers ExitIran’s Kharg Island Oil Jetties Empty Again Yesterday, Satellite ShowsWhat Is The Thucydides Trap and Why Did Xi Raise It With Trump?Xi Tells US CEOs on Trump Visit That Chi

Meta Platforms is facing internal protests over new mouse tracking workplace monitoring tools and a large scale reassignment of engineers into its Applied AI Engineering division. Regulators in the US are increasing pressure on the company with a major California lawsuit focused on AI use in scam ads and potentially predatory advertising practices. In the EU, Meta Platforms is opening WhatsApp access to rival AI chatbots as it responds to competition and content rules under the Digital...

In an industry that runs on hype and grand gestures, Canadian AI firm Cohere is charting a different course from Silicon Valley.The deal, backed by both the Canadian and German governments, is designed to position Cohere as a sovereign alternative for businesses to American AI giants in the European market, as well as in Asia.

Nvidia, Amazon, and Meta Platforms all have plenty of upside potential.

Meta Platforms (NASDAQ:META) is dominating headlines because Q1 looked like a blowout, with EPS of $10.44 versus $6.66 expected and revenue of $56.31 billion growing 33.1% year over year. The composition of that beat is what actually matters. That stunning beat was substantially manufactured by a one-time gift. An $8.03 billion income tax benefit tied ... Meta Is Burning Cash With Nothing to Show for It. Buy This Stock Instead

Meta Platforms might be one of the most undervalued tech stocks right now.

More than 50 employees have reportedly left Elon Musk’s newly merged SpaceXAI since February, raising questions about burnout, leadership changes, talent poaching, and whether liquidity events weakened retention incentives.

As AI chip stock rally and push the market (^DJI, ^IXIC, ^GSPC) to new record highs, Hamilton Capital Partners CIO Alonso Munoz comes on Market Domination to speak more on the lofty capex spending these hyperscalers continue to invest into artificial intelligence.

Both Big Tech stocks look like long-term winners, but one clearly has the upper hand.

Nvidia stock is rallying on reports that the U.S. has approved H200 sales to 10 major Chinese customers. Recent filings also confirm that President Trump invested in NVDA shares in Q1.

Both companies are critical to the AI build-out. But one's growth profile and order book make it the more compelling buy.

AMD (NASDAQ:AMD) and Intel (NASDAQ:INTC) both reported Q1 fiscal 2026 results within two weeks of each other, and the contrast is striking. AMD posted $10.25 billion in revenue powered by AI accelerators, while Intel delivered $13.58 billion alongside a sprawling foundry rebuild. Two chipmakers, two very different bets on where compute is heading. Data Center ... AMD vs Intel: One Triples Free Cash Flow While Another Burns Billions on Foundry Ambitions

Here is the trade of the decade: hyperscalers are spending hundreds of billions on AI infrastructure, and almost all of that money lands on one company’s income statement. NVIDIA (NASDAQ:NVDA) just guided fiscal first quarter 2027 revenue to roughly $78 billion, on top of full year fiscal 2026 revenue of $215.94 billion, all delivered at ... NVIDIA Robs All of Big Tech. Except Apple

On Tuesday, Sen. Elizabeth Warren (D-Mass.) launched a renewed push to examine whether the rapid expansion of AI data centers run by major technology companies is driving up electricity costs for American households. Warren Raises Alarm Over AI Power Consumption...

Shares of Intel (NASDAQ:INTC) are trading at $115 in midday action Thursday, down 4% on the session. Even with today’s pullback, INTC stock has gained 82% over the past month, a truly impressive move. The natural question for chip investors is whether Intel is actually beating Advanced Micro Devices (NASDAQ:AMD). AMD stock is at $445, ... Intel Just Ripped 82% in a Month, but Is It Beating AMD?

States are awarding more than $5.6 billion annually to data center developers, and that’s a conservative estimate.

A structural shift is happening in fixed income. Tech giants like Alphabet (NASDAQ:GOOGL) and Amazon (NASDAQ:AMZN) are issuing investment-grade debt at such scale that bond investors now treat them as sovereign-comparable borrowers. On a recent episode of Slate Money, the hosts talked about how hyperscalers are issuing so much debt that “they’re competing with treasuries ... Hyperscalers Now Competing With US Treasury for Capital, Driving Up Government Borrowing Costs

Polymarket traders set 67% odds tech layoffs rise in 2026 as Meta morale crashes and 8,000 jobs face the axe.

Five facilities are expected to hit gigawatt scale in 2026, and the grid infrastructure to support them takes years longer to build

Chinese leader Xi Jinping told a delegation of American executives traveling with President Trump in Beijing that China will open wider to foreign business. “U.S. companies are deeply involved in China’s reform and opening up, and both sides have benefited from this,” said Xi after Trump introduced the entrepreneurs to him one by one, according to Chinese state media. Elon Musk was seen at the summit venue with his 6-year-old son and Tom Zhu, a senior vice-president of Tesla who oversees the carmaker’s operations in China.

Wells Fargo just delivered one of the most dramatic large-cap semiconductor revisions of the year, raising its price target on Broadcom (NASDAQ:AVGO) to $545 from $430 while maintaining an Overweight rating. The driver is a new “pluggable gigawatt-driven” framework that ties AI silicon demand to physical data center power capacity, implying AI semiconductor revenue is ... Wells Fargo Just Hiked Broadcom Price Target to $545: AI Semi Revenue Running 30-40% Higher Than Expected

Meta's forthcoming layoffs will reportedly eliminate about 10% of its workforce, even as Q1 profits hit $26.8 billion and AI spending rockets toward $145 billion this year alone.

Lisa Su’s pitch on the Q1 call had a specific shape. She’s arguing that the ratio of CPUs to GPUs inside an AI data center is about to collapse. “…in the past, the CPU to GPU ratio was primarily just as a host node in like a 1:4 or 1:8 configuration node, now changing and ... If Lisa Su Is Right, AMD Could Be as Big as Nvidia

By Giselda Vagnoni ROME, May 14 (Reuters) - An Italian parents' group and a number of families faced off against Meta and TikTok on Thursday in the first hearing of a lawsuit that seeks to restrict

Pitney Bowes provides technology and logistics solutions for global businesses, with offerings in ecommerce, mail processing, and shipping.

Cisco Systems (CSCO) stock has surged by double-digits since reporting fiscal third quarter results in Wednesday's extended hours, topping Wall Street expectations with revenue of $15.84 billion and adjusted earnings of $1.06 per share. This comes after the cloud operator laid off 4,000 workers as part of a new AI-focused restructuring. Hennion & Walsh CIO Kevin Mahn and Yahoo Finance Senior Reporters Ines Ferré and Brooke DiPalma take a closer look at the AI demand propelling Cisco, the cloud operator's outlook, and its recent job cuts.