Notícias

Server supplier says component shortages beyond memory chips may raise costs as AI spending accelerates.

Dell Secures Multibillion-Dollar Pentagon Contract, Shares Surge Into Earnings

Today, May 28, 2026, Snowflake’s surge on robust earnings and a multibillion‑dollar Amazon pact helped tech lead U.S. stocks to fresh gains.

(Bloomberg) -- Dell Technologies Inc. shares gained more than 25% in extended trading after the hardware maker gave an outlook for annual sales that far surpassed analysts’ estimates, fueled by demand for servers that power artificial intelligence work.Most Read from BloombergSingapore Hands Byju's Founder His First Ever Jail TermApple to Overhaul iOS 27 Siri, AI Features: Here's a First PeekIran’s Khamenei Says No Going Back for Middle East Rocked by WarUS, Iran Agree to 60-Day Truce Renewal Pe

The five-year agreement will centralize Microsoft software procurement for the Defense Department.

Anthropic has raised $65 billion in funding, pushing the Claude maker to a $965 billion post-money valuation as ent...

Dell Federal Systems will manage Microsoft licenses across Pentagon, intelligence community and Coast Guard systems under a five-year deal.

Cybersecurity company SentinelOne forecast second-quarter revenue below analysts' expectations on Thursday and said it would cut ‌about 8% of its workforce as it looks to invest ‌in growth areas such as AI, data and cloud. • SentinelOne faces intense competition from larger rivals such as CrowdStrike and Palo Alto Networks, as well as from Microsoft, which is bundling security ‌features into its products. • ⁠Even as ransomware and nation-state threats boost cybersecurity demand, some corporate clients are tightening their budgets, scrutinizing ⁠deals and extending sales cycles.

Peoples Bancorp pairs community banking with insurance, wealth, leasing, and premium finance, giving it more than one earnings lever. Lower funding costs help, but the stock’s upside depends on whether that mix can support durable earnings after credit costs.

Tech stocks rose late Thursday afternoon, with the State Street Technology Select Sector SPDR ETF (X

Recent news has Microsoft stock moving higher, but shares are still down approximately 12% year to date.

A newly disclosed investment has reportedly made hedge fund Situational Awareness the largest shareholder in the AI infrastructure company.

Missiles flew in the Middle East and Wall Street barely blinked. Here's why tech stocks decided AI infrastructure was the real story.

Today, May 28, 2026, investors piled into Snowflake after its Amazon pact and earnings beat, even as the Dow barely budged.

These AI stocks are going to be certain winners of the huge investments in data centers.

Dell Technologies Inc (NASDAQ:DELL) shares rose about 7% on Wednesday after the US Department of Defense announced a five-year, approximately $9.7 billion enterprise software agreement involving Dell Federal Systems to provide and manage Microsoft-related software and cloud services for the US...

Anthropic on Thursday said it is launching an upgraded ‌Claude Opus 4.8 model even as ‌it works to release its powerful, market-moving Mythos model ​to all customers in the coming weeks. Mythos is the AI lab's large language model with advanced cybersecurity capabilities that have ‌raised concerns among ⁠executives and world leaders about its impact. As a part of Project ⁠Glasswing, major tech firms such as Amazon, Microsoft and Apple are permitted to ​use Mythos ​for cybersecurity purposes.

RGTI's 108-qubit Cepheus-1 launch and rising QPU demand strengthen its push toward quantum advantage and revenue growth.

The pitch for Vanguard Total Stock Market Index Fund ETF (NYSEARCA:VTI) has always been embarrassingly simple: own every public US stock that matters, charge almost nothing, and wait. That is it. The fund holds no tactical tilts, factor overlays, or managers trying to time the rotation out of tech. Which is why it is mildly ... Wall Street’s Laziest Fund Is Outperforming Against SPY – Time to Switch to VTI?

AAPL is baking Apple Intelligence into iPhone 17, Macs and services, aiming to drive upgrades and revenue, even as AI rivals surge.

Most capital chasing the generative AI theme has flowed into chips. Semiconductor funds have absorbed the bulk of inflows, and the price action shows it: the iShares Semiconductor ETF (NASDAQ:SOXX) is up 87% year to date. The software layer, where applications, model providers, and enterprise platforms turn raw compute into recurring revenue, has trailed that ... After Comparing Every Generative AI ETF These 3 Capture the Software Layer Most Investors Miss

Microsoft will unveil a suite of new homegrown AI models next week at its annual "Build" conference for developers ‌in San Francisco, including a coding model to boost the ‌usage of its GitHub Copilot tool, the Information reported on Thursday. Microsoft declined to comment on the report. • Microsoft shares climbed ⁠on the report, and were last up nearly 3%.

For years, exchange-traded funds were one of Wall Street’s great success stories. ETFs gave ordinary investors cheap diversification, instant market exposure, and lower fees than traditional mutual funds. Instead of picking individual stocks, investors could buy the whole market with a single click. It was investing simplified. But the ETF market has grown into something ... ETFs Were Built to Make Investing Easier. They May Also Make Crashes Faster

Dell Technologies stock climbed Thursday after the company secured a major Pentagon software contract ahead of quarterly earnings.

Microsoft looks like an absolute bargain.

For years, investors treated memory-chip companies like airlines or steelmakers — cyclical businesses that boomed when supply tightened and collapsed when too many competitors flooded the market with inventory. That’s why what’s happening with Micron Technology (NASDAQ:MU) today feels so different. The company just crossed a $1 trillion valuation after a blistering rally, yet the ... Despite Hitting a $1 Trillion Valuation, Micron Remains My Favorite Stock for 2026

A recent episode of Reuters Morning Bid focused on one of the strangest signals in the AI market right now. NVIDIA (NASDAQ:NVDA) announced an $80 billion stock buyback, raised its dividend sharply, and projected $1 trillion in sales of its most advanced AI chips “just this year and next.” Despite the good news, the stock ... Nvidia Stock Trades Flat Despite $1 Trillion Sales Target as ‘Market Expects Nvidia to Keep Beating Expectations’

Investing.com -- Microsoft (NASDAQ:MSFT) shares rose 3% Thursday after The Information reported the company plans to release a new coding model next week as part of a broader push to reduce dependence on external AI partners.

MSFT's M365 Commercial cloud jumps 19% as Copilot tops 20M seats, but shifting bookings and product growth signal a more measured outlook ahead.

The artificial intelligence arms race has turned Silicon Valley into a spending contest. Meta Platforms (NASDAQ:META), Microsoft (NASDAQ:MSFT), Alphabet (NASDAQ:GOOG), and Amazon (NASDAQ:AMZN) are pouring hundreds of billions of dollars into chips, servers, networking gear, and data centers in a scramble to dominate AI infrastructure. The question investors are wrestling with is simple: how much ... Mark Zuckerberg’s $145 Billion AI Gamble Could Spawn Meta’s Next Monster Business