Notícias

Another researcher who worked on AI safety says the window for avoiding the technology's worst risks may be shrinking.

ASML's $400 million lithography machine powers every cutting-edge AI chip on the planet, yet one stubborn physical constraint keeps chipmakers stitching together workarounds that quietly erode margins. The fix exists on paper, but the timeline creates a problem no one in the AI supply chain wants to talk about.

AI spending faces fresh scrutiny, but NVIDIA and Hewlett Packard are positioned at the AI-quantum computing convergence.

The current landscape of agentic commerce is defined by a fragmented trust stack. As AI agents move from simple information retrieval to transactional execution, the industry has struggled to reconcile disparate standards like x402, Google UCP, and Mastercard AP4M. Into this architectural divide, Stripe introduced its Shared Payment Token (SPT) in October 2025, positioning the […]

The AI frenzy could push U.S. data centers to become one of the largest consumers of natural gas in the world.

Washington is drafting legislation that could give federal regulators the power to block Google's most powerful AI models before they ever reach customers, and the financial consequences for Alphabet's $460 billion Cloud backlog are anything but theoretical.

Tech stocks were mixed Tuesday afternoon, with the State Street Technology Select Sector SPDR ETF (X

(Updates with latest market prices and developments.) US benchmark equity indexes fell intraday a

Adobe (ADBE) reported a record fiscal Q3 2026 and raised its fiscal 2026 revenue and earnings targets. Revenue rose 13% as reported to $6.76 billion, above the $6.70 billion the company had guided. But the key figure that did not move is the one to hold the quarter against: the fiscal 2026 target for growth in ending annualized recurring revenue, or ARR, still 10.2.

One Magnificent Seven stock is growing its cloud business faster than any rival while trading at a fraction of their valuations, and the gap between where it sits today and where the fundamentals say it belongs is the widest in the group.

American Express could remain a top-three Berkshire Hathaway holding for decades to come.

California just banned the design patterns that power Meta's ad engine for millions of young users, and the real question for shareholders is what happens when other states follow.

Reddit's faster ad growth, expanding advertiser base, and AI-powered Max adoption give it an edge over Alphabet despite search traffic headwinds.

Alphabet (GOOGL) has returned about 46% over the past year. In the June quarter it spent more on AI capacity than its operations produced in cash, and free cash flow was negative $5.9 billion. Over the trailing twelve months free cash flow was still positive, at $53.3 billion, and management said in July that the pressure will continue. So what happens to the stock if one negative quarter becomes a negative year.

Alluvium Asset Management, an asset management company, released its “Conventum – Alluvium Global Fund” second-quarter 2026 investor letter. The letter can be downloaded here. The second quarter reflected a sharp shift from geopolitical uncertainty and oil market volatility to a powerful equity rally led by semiconductor companies. Despite the broader market strength, the Fund declined […]

Etsy (ETSY) could achieve the high end of its gross merchandise sales target as better artificial in

Alluvium Asset Management, an asset management company, released its “Conventum – Alluvium Global Fund” second-quarter 2026 investor letter. The letter can be downloaded here. The second quarter reflected a sharp shift from geopolitical uncertainty and oil market volatility to a powerful equity rally led by semiconductor companies. Despite the broader market strength, the Fund declined […]

Alluvium Asset Management, an asset management company, released its “Conventum – Alluvium Global Fund” second-quarter 2026 investor letter. The letter can be downloaded here. The second quarter reflected a sharp shift from geopolitical uncertainty and oil market volatility to a powerful equity rally led by semiconductor companies. Despite the broader market strength, the Fund declined […]

It is an excellent "forever stock" candidate.

Broadcom's AI revenue just exploded 221% year-over-year while its stock sits 17% below recent highs, and CEO Hock Tan says the company is barely getting started. The path to $550 per share is narrower than Wall Street thinks, but the math behind it is harder to dismiss than the skeptics admit.

If you bought Meta Platforms (META) for its advertising engine, the engine still runs: revenue rose 28% year over year in the June 2026 quarter, and its Advantage+ automated campaigns keep growing. What has changed is where the cash goes afterward. The question for a holder is whether Meta is still the business you bought.

A growing safety debate is reaching Silicon Valley's biggest labs

One resignation does not establish a broad exodus, but it intensifies scrutiny around talent and development speed.

International Business Machines (IBM) has risen 6.0% over the last five trading days while the S&P 500 fell 1.3%. A run like that in a weak market pulls money in, but the five-day move is not the question worth answering. What matters is what IBM does to your money when the market moves. Most of what IBM does has little to do with the market.

Industry safety warnings have not canceled orders, yet Nvidia's concentrated revenue leaves little tolerance for hesitation.

Marvell has surged over 150% this year on the back of explosive data center growth, but Wall Street's consensus target may still be too conservative. Here is why analysts keep chasing the numbers, and what it would take to push shares to a price most investors haven't dared to model.

A company that specializes in autonomous power deployment said it has raised $31.8 million to scale its operations. California-based Planted said the new capital expands its robotic fleet.

Alphabet trades at a multiple that would make sense for a company with no growth story, yet its Cloud backlog just hit half a trillion dollars. Something in that math is badly mispriced, and the window may not stay open long.

Here’s how to spot the red flags before you hand over your crypto.

Investing.com -- Oppenheimer lifted its rating for Etsy to Outperform from Perform in a note this week, setting a $90 price target based on gains from AI-powered search, product improvements and stronger app engagement.