Notícias

I keep buying Meta Platforms (NASDAQ:META) because I have rarely seen a business this large still compound this fast, and the market handed me a discount on the same week the company posted its biggest earnings beat in years. That is the short version. The longer version is why my finger has been on the ... Meta Stock: Big Growth, Big Discount, Big Buy

Google (GOOGL) stock currently trades near $402. Based on an expected 2026 EPS of $14.22, the stock carries a forward P/E multiple of 28x. This multiple represents a 35% premium over its five-year historical average forward P/E of 21x. Comparatively, Google stock sits between Microsoft (MSFT) at 24x and Amazon (AMZN) at 31x, while remaining more expensive than Meta Platforms (META) at 19x. (See Google's valuation comparison with its peers). The critical insight is structural. The 153% stock surg

Phunware Inc (NASDAQ:PHUN, FRA:2RJA) said Thursday it has appointed Dmitry Kroshka as CEO and brought in a product consultancy led by a former Disney+ executive to accelerate a strategic update of its mobile guest intelligence platform. Kroshka, who has served as a senior advisor to the...

Cerebras’ IPO comes at a dramatic time, with chip stocks surging and many at or near all-time highs.

The most critical signal within Nebius’s (NBIS) recent performance is not the quarterly revenue beat, but the fundamental transformation of the company’s risk profile. While the market focuses on top-line volatility, the deeper narrative reveals a transition from speculative capacity building toward the industrial-scale fulfillment of pre-sold infrastructure.

For much of the past three years, Wall Street has rewarded Meta Platforms (NASDAQ:META) for ruthless capital discipline. The 2023 Year of Efficiency cut roughly 21,000 jobs, pushed operating margin from the mid-20s to the low-40s, and gave shareholders one of the great re-rate stories of the decade. I bought my position in December 2022 ... Mark Zuckerberg’s 1,000-Person Royal Guard: Inside the “Draft” That Forcibly Moved Meta’s Top Engineers Into a New AI Division

Vistra Corp. (NYSE:VST) is one of the best NYSE stocks to buy according to Wall Street analysts. On May 11, Vistra recently completed or initiated 4.5 GW of capacity additions, encompassing nuclear uprates, coal-to-gas conversions, and new renewable projects. CEO Jim Burke projects annual load growth of 5% to 6% in ERCOT and 2% to […]

Alphabet, Amazon, Microsoft, Meta and Nvidia have been highlighted in this Earnings Trends article.

Meta ramps AI infrastructure spending as upgraded recommendations and advertiser tools boost engagement and ad efficiency.

Highly profitable AI stocks with surging demand are within reach.

(Bloomberg) -- President Donald Trump became the first US leader in almost a decade to visit China when he landed in Beijing on Wednesday. His much-anticipated two-day summit with President Xi Jinping — delayed from March due to the Iran war — offers the leaders of the world’s two largest economies a chance to reset personal ties and look for common ground on trade, technology and a range of other contentious topics. Most Read from BloombergIran’s Kharg Island Oil Jetties Empty Again Yesterday,

Based on Meta Platforms' growth rate, its stock is looking cheap.

Doximity (NYSE:DOCS) reported fiscal fourth-quarter revenue above the high end of its guidance and said it is entering what management called an “AI investment year,” with higher spending planned for artificial intelligence products even as near-term growth in the digital pharma advertising market r

More Chinese nationals who return home after working in the U.S., called ‘sea turtles,’ are fueling Beijing’s efforts to take on Silicon Valley

I’ve been studying portfolio concentration for years, and one stat from Schwab’s On Investing podcast keeps echoing in my head. In 2022, the Magnificent Seven fell roughly 40% while the S&P 500 dropped 18%. Our data confirms the pain: SPY shed 20% that calendar year, while Meta Platforms (NASDAQ:META) collapsed 64%, NVIDIA (NASDAQ:NVDA) fell 51%, ... The Magnificent Seven Fell 40% While the S&P Dropped 18%: Here’s How Much Tech Concentration You Can Actually Afford

The overall earnings picture continues to be of all-around strength and a steadily improving outlook, with Q1 results showing nice momentum while expectations for Q2 also trend higher.

The overall earnings picture continues to be of all-around strength and a steadily improving outlook, with Q1 results showing nice momentum while expectations for Q2 also trend higher.

Meta ramps up AI infrastructure and ad tools as Pfizer rebounds and Salesforce expands AI offerings amid macro pressures.

Morgan Stanley analysts on Wednesday reiterated their endorsement of hyperscaler stocks, which they argue offer investors exceptional earnings growth at "undemanding" prices.

The S&P 500 Index ($SPX ) (SPY ) on Wednesday closed up +0.58%, the Dow Jones Industrial Average ($DOWI ) (DIA ) closed down -0.14%, and the Nasdaq 100 Index ($IUXX ) (QQQ ) closed up +1.04%. June E-mini S&P futures (ESM26 ) rose +0.62%, and June E-mini Nasdaq futures...

We just covered Grok’s Latest Stock Portfolio in 2026: Elon Musk’s AI Chatbot’s Top 10 Stock Picks. Vistra Corp (NYSE:VST) ranks #3 (see Grok’s Latest Stock Portfolio in 2026: AI Assistant’s Top 5 Stock Picks). Number of Hedge Funds: 102 Surging electricity demand amid the AI data center boom drives the bull case for Vistra […]

Cerebras’s IPO comes at a dramatic time, with chip stocks surging and many at or near all-time highs.

We just covered the Chris Rokos Stock Portfolio: Top 10 Stock Picks and Meta Platforms, Inc. (NASDAQ:META) ranks 7th on this list. Meta Platforms, Inc. (NASDAQ:META) has had a topsy-turvy relationship with Rokos Capital Management. The fund first disclosed a stake in the company back in the first quarter of 2019. This position comprised just […]

Sen. Elizabeth Warren (D-MA) is pressing Meta Platforms Inc. (NASDAQ:META) for more details about its stablecoin creator payment plans, raising concerns about potential risks. "The lack of transparency regarding the details of Meta’s stablecoin-related plans is deeply troubling," Warren said...

Nebius Group (NASDAQ:NBIS) stock is rallying sharply Wednesday, climbing 20% intraday to around $215.50 from Tuesday’s close of $179.11. The midday move follows the company’s Q1 2026 earnings release before the open and a flurry of strategic announcements. The Amsterdam-based AI cloud operator delivered a blowout quarter alongside two transformational partnership headlines. Investors responded by ... Nebius Soars 20% on Blowout Quarter: 684% Revenue Surge, NVIDIA Backing, Meta Megadeal

The two largest names in enterprise software have been bruised, and the smart money is using the discount to add exposure. Oracle (NYSE:ORCL) trades near $190 against a Wall Street consensus target of $242.10, while Microsoft (NASDAQ:MSFT) sits around $405 versus a target of $561.56. Both gaps run well into double digits. Both companies are ... The Smart Money Isn’t Hesitating to Buy These 2 Battered Software Stocks

Nebius Group (NASDAQ:NBIS) reported a sharply higher first quarter for 2026 as demand for AI computing capacity continued to outpace supply, prompting management to raise its capital spending plans and expand its long-term power commitments. Co-founder and CEO Arkady Volozh said the company is buil

The best likely outcome for investors: Symbolic gestures aimed at stabilizing the relationship to preserve the current detente.

Cisco earnings are coming after the close. Memory costs have been surging, and that’s hurt tech hardware companies’ margins.

JPMorgan Chase & Co (NYSE:JPM) stock is one of the most undervalued blockchain stocks to buy now. On May 4, Reuters reported that Meta Platforms is working with Morgan Stanley and JPMorgan Chase & Co (NYSE:JPM) on a financing package worth about $13 billion for a new data center in El Paso, Texas. Bloomberg, which […]