Notícias

European leaders are divided on how far to go in curbing Big Tech as they weigh momentous decisions over giving EU firms preferential access to mobile satellite spectrum and limiting large multinationals' access to EU cloud tenders. On Tuesday, ‌Reuters reported Brussels was likely to leave an opening for Elon Musk's Starlink and Amazon's low-earth-orbit satellite business Leo to acquire lucrative European ‌mobile satellite spectrum next year as a result of a compromise that will reserve the bulk of frequencies for European firms. A separate decision on EU cloud tenders set for June 3 is expected to ​temper the influence of U.S. firms such as Amazon, Alphabet's Google and Microsoft, which dominate the global cloud market with a combined 63% share.

As the most searched for stock on Zacks.com, Apple's (AAPL) remarkable rally has accelerated in recent weeks.

Fundstrat's Head of Research, Tom Lee, is warning investors that while Big Tech — including Apple, Microsoft, Nvidia and other Mag-7 companies — is out of the woods, a targeted “rolling bear market” is heading for other areas of Wall...

Amazon cited AI efficiency when it eliminated 16,000 corporate roles. Microsoft cited AI when it cut more than 15,000 positions. Across Big Tech, the explanation for layoffs has become almost predictable: we are doing more with less, and AI is why. Jensen Huang has a problem with that story. And he ...

The real threat to the tech sector isn't a lack of AI ideas, but a classic economic shock. The overproduction of computing power.

Marvell Technology (MRVL) is scheduled to report Q1 results after-market hours on Wednesday, May 27, and expectations are running high following several quarters of explosive AI-driven growth.

Microsoft stock appeared to be testing support at its 21-day moving average after an earnings sell-off in April. Is Microsoft stock a buy or sell now? The desktop software maker said it earned $4.27 a share on sales of $83 billion during the March quarter.

The AI networking trade has produced one of the sharpest leadership shifts of the year, and it favors the name many investors had written off. Over the past month, Cisco Systems (NASDAQ:CSCO) stock has surged 32%, while Arista Networks (NYSE:ANET) stock has slumped 10% and Broadcom (NASDAQ:AVGO) stock has essentially drifted sideways. Today’s midday session ... Cisco Soars 32% in a Month, Arista Falls 10%, Broadcom Drifts: The AI Networking Trade Has a Clear Winner

Apple shares nudged higher in early Tuesday trading following a pair of upgrades on Wall Street heading into the tech giant’s Worldwide Developers Conference next month in California. “Apple may be on the brink of some real AI sizzle,” Reitzes said in a note published Tuesday.

Apple (AAPL) is aiming to make artificial intelligence more than just a Wall Street talking point. The iPhone maker has faced mounting pressure to show Apple Intelligence can stay up with the AI drive ongoing at Microsoft (MSFT), Alphabet (GOOGL) and Nvidia(NVDA). Its newest move, however, suggests ...

As the AI infrastructure race heats up, IREN has already soared over 58% in 2026, fueled by booming demand and growing ties with AI darling Nvidia.

After 10 years in business, the Seattle-based company’s assets will be liquidated

Microsoft (NasdaqGS:MSFT) agreed a US$1b, five year global AI alliance with EY, focusing on enterprise scale AI solutions across finance, tax, supply chain, and healthcare. The alliance pairs Microsoft Forward Deployed Engineers with EY consultants to co build secure, sector specific AI tools for large organizations. Microsoft also entered a new partnership with Airia to support risk management, continuous validation, and regulatory compliance for autonomous AI agents across its...

Pope Leo XIV made an impassioned case against the harms of artificial intelligence and data centers in a widely followed letter, adding to the industry’s growing public-relations problem. Just last month, privately held Compass Datacenters, which is backed by Brookfield Asset Management pulled out of attempts to build an over 800-acre Virginia campus after opposition and increasing regulations. In his encyclical letter released Monday, the pope warned about AI’s environmental and social impacts.

AAPL's Services hit a record $30.98B in fiscal Q2'26 as TV+, sports and ads grow, with Apple Maps search ads coming later this year.

BlackBerry (NYSE:BB) stock is up more than 110% this year, and for the first time in a long time, Wall Street has a real reason to care.

Snowflake (SNOW) is a "strong" second-derivative player in the artificial intelligence revolution an

Since ChatGPT burst onto the scene in late November 2022, artificial intelligence has transformed from a buzzword into one of the biggest capital allocation shifts in corporate history. Hyperscalers and Big Tech leaders have committed hundreds of billions of dollars to data centers, GPUs, and AI infrastructure. The Big Four hyperscalers — Alphabet (NASDAQ:GOOG), Amazon ... Companies Are Cutting Jobs for AI — But Not the Billions Paid to Investors

Broadcom (AVGO) has become one of the AI trade’s big winners, with the stock up 75% over the past year as investors bet aggressively on its custom AI chips. But beneath the AI narrative, VMware has become the financial backbone supporting that valuation. See a Closer look at AVGO's software business.

UBS raised its target on Micron to a Street-high $1,625 from $535, arguing AI has structurally changed the memory market

While heavily skewed by a rebound from 2022 lows, eBay's (EBAY) net income grew an average of 96.7% over three years, yet its earnings per share surged 101.1%. This gap is the denominator effect in action, where a shrinking share count amplifies shareholder returns. Is this a sign of a flawless machine, or a company buying time.

The Magnificent 7 are supposed to comprise the world’s hottest megacap companies. Their businesses will control the future. They are a mix of AI, search, the future of vehicles and robots, Alphabet (parent company of Google), Amazon (NASDAQ: AMZN), Apple (NASDAQ: AAPL), Meta Platforms (parent company of Facebook and Instagram), Microsoft, Nvidia (NASDAQ: NVDA), and ... Microsoft Should Be Thrown Out Of Magnificent 7

Amazon's (AMZN) current valuation presents an interesting dynamic. At $266 per share with a trailing P/E of roughly 31.5, the stock appears reasonably priced compared to its three-year average of roughly 38.0. This shift from historical multiples suggests potential room for upside, but not necessarily through market re-rating. Instead, the case rests on a more fundamental driver: earnings expansion powered by revenue growth and underlying operating efficiency.

ERShares Private-Public Crossover ETF blends public equities with select private company exposure in a single fund.

AI stocks rally amid SpaceX, OpenAI IPO buzz as investors eye surging demand for compute capacity and monetization.

At Google Next 2026, Google Cloud Security used the Instruqt platform to train over 150 practitioners on Agentic AI capabilities, marking one of the largest hands-on training sessions at a major industry conference this year. The event allowed participants to create their own Google Cloud Vertex AI environments, offering a practical experience that bridges the AI-adoption gap often encountered due to technology complexity and outdated training methods. This approach represents a...

The settlement resolves claims tied to Microsoft's 2023 acquisition of Activision.

The share-price chart and the operating reality have been telling very different stories.

Quantum stocks surged last week on new U.S. funding program but some big industry players, such as Google, missed out on the announcement.

Palantir stock is still down 23% in 2026 while the software ETF IGV has rebounded as the sector grapples with worries over AI disruption.