Notícias

Hedge funds were loading up on Microsoft and Uber shares in Q1.

(Bloomberg) -- As big tech companies raise hundreds of billions of dollars to fund artificial intelligence investments, Wall Street banks are increasingly finding they have to trade more credit derivatives to keep doing business with the hyperscalers.Most Read from BloombergBungie Plans Layoffs After Ending ‘Destiny 2’ DevelopmentTrump’s 3,711 Trades Point to Multiple Stock-Market StrategiesTrump to Force Foreigners Seeking Green Cards to Go Home FirstUAE Joins Saudis, Qatar in Urging Trump Not

Paul Tudor Jones doesn’t appear to be locked into one stock. That may be the real story. The billionaire investor’s Tudor Investment Corp. reported a massive first-quarter options book that includes big stakes connected to Nvidia (NVDA), Tesla (TSLA), Microsoft (MSFT), Amazon (AMZN), Meta Platforms ...

Income investors holding the VictoryShares US Large Cap High Div Volatility Wtd ETF (NYSEARCA:CDL) own a fund built around one premise: large American companies with stable share prices tend to pay reliable dividends. CDL distributes cash monthly and paid $2.29 per share in 2025 against a current share price of roughly $76. With Treasury yields ... CDL’s $2.29 annual dividend beats Treasury yields despite rising interest rates

While the rest of the "Magnificent Seven" has clawed back its 2026 losses, one member is still deep in the red -- even as its business keeps accelerating.

Money may not buy happiness, but according to Microsoft co-founder Bill Gates, it can buy something millions of Americans desperately want: peace and quiet from financial panic. During a Reddit AMA in 2019, Gates was asked a question that cuts...

Stripped of total tech control, Microsoft can no longer run at the "speed of thought," making its current valuation dip a sobering new reality rather than a buying opportunity.

The economic gap between the U.S. and the U.K. has been widening for more than a decade. As a result, a new study has found that the U.K.'s GDP per capita is now lower than every single U.S. state.

Traditional signals about the overheating of the U.S. stock market are ceasing to work in the age of digital transformation.

Microsoft (NasdaqGS:MSFT) is reportedly in advanced talks to supply its custom Maia AI chips to Anthropic. The discussions would mark the first major external deployment of Microsoft’s Maia hardware with a leading AI model provider. The potential agreement signals a direct competitive move against cloud providers that rely on in-house or third-party AI chips. For investors watching NasdaqGS:MSFT, this potential Maia rollout sits at the intersection of cloud services, AI infrastructure, and...

A 30-year-old software engineer at Meta (NASDAQ:META), earning a $200,000 base plus refreshing stock grants, asked a question that gets posted in some form on r/financialindependence every week: how do I shovel more into a Roth when I am already over the income limit for direct Roth IRA contributions and my 401(k) deferral is maxed? ... The 401(k) Mega Backdoor Roth Strategy a Tech Worker Used to Build $750,000 of Roth Wealth in Six Years

Income investors holding the VictoryShares US Large Cap High Div Volatility Wtd ETF (NYSEARCA:CDL) own a fund built around one premise: large American companies with stable share prices tend to pay reliable dividends. CDL distributes cash monthly and paid $2.29 per share in 2025 against a current share price of roughly $76. With Treasury yields ... CDL’s $2.29 annual dividend beats Treasury yields despite rising interest rates

Ackman's Pershing Square hedge fund largely exited from its massive Alphabet position in Q1 and initiated a stake in Microsoft.

Investing.com -- Artificial intelligence is generating a minor impact on macroeconomic output despite widespread corporate adoption for individual workflows, according to a research report released by BofA Global Research on Friday.

Investing.com -- Zoom Video Communications Inc (NASDAQ:ZM) has secured a financial return exceeding $1 billion from its early backing of artificial intelligence startup Anthropic, according to a regulatory filing made on Friday that was originally reported by Bloomberg.

Investing.com -- Strong U.S. macroeconomic performance continues to outpace other developed economies, powered by real GDP growth tracking at a 2% to 3% pace in recent quarters, according to institutional research released by Citi this week.

FTSE Russell announced a preliminary list of changes to its indexes on Friday after the market closed—and some Big Tech names are being reclassified. Google parent Alphabet and Advanced Micro Devices were among the largest stocks that will be removed from the That means those stocks will move to pure growth status by FTSE Russell’s standard. Apple and Microsoft on the other hand, will join the value index—and move from pure growth classification to a blend of growth and value.

Microsoft vs. Apple stock: Compare fundamentals, valuation, dividends, analyst ratings, and AI exposure to see which looks like the better buy.

The famed foundation sold its remaining $3 billion position in the software company.

All three of the major averages (^DJI, ^IXIC, ^GSPC) ended Friday's session in positive territory — the Dow Jones Industrial Average leading the way and rising 294 points — managing to close out the trading week with gains. This comes after Nvidia (NVDA) reported first quarter earnings results that beat estimates, but ultimately failed to wow Wall Street investors. Morningstar Wealth CIO for the Americas, Philip Straehl, comes on Market Domination Overtime to assess investor sentiment around the AI trade in response to Nvidia's latest earnings print.

GlobalFoundries Inc. (NASDAQ:GFS) is one of the best multibagger stocks to buy in 2026. On May 21, GlobalFoundries launched Quantum Technology Solutions to scale domestic manufacturing for utility-scale quantum computing. The new business will manufacture complete hardware solutions (including quantum processor units/QPUs, cryogenic read-out ICs, and advanced packaging), marking GF’s entry into next-generation high-performance computing. […]

NVIDIA and Alphabet delivered some of the biggest highlights from the Mag 7 group in the Q1 earnings cycle, with Google Cloud sales showing bullish acceleration while NVIDIA's Data Center results again broke records.

Nvidia is offering a peek behind the curtain of its data-center business. The new disclosure is meant to assuage investor worries about future growth.

(Updates with comments from Morgan Stanley starting in 13th paragraph.) Rising interest rates wo

At first glance, this information may look more like a reason not to invest in these companies.

OpenAI is reportedly looking to file for an IPO. MSFT stock looks like a buy ahead of the AI startup's listing.

CNBC’s Dominic Chu opened Friday’s market coverage by noting that “the stocks are looking like they may open higher today, rounding out what could be the eighth straight winning week for the S&P 500.” That kind of streak does not happen by accident, and inside the Trump bull market it has become the defining rhythm: ... Dominic Chu: The Trump Bull Market’s AI Rally Is Powering the S&P 500 Toward an 8th Straight Winning Week

Income investors holding the VictoryShares US Large Cap High Div Volatility Wtd ETF (NYSEARCA:CDL) own a fund built around one premise: large American companies with stable share prices tend to pay reliable dividends. CDL distributes cash monthly and paid $2.29 per share in 2025 against a current share price of roughly $76. With Treasury yields ... CDL’s $2.29 annual dividend beats Treasury yields despite rising interest rates

A young saver opens a Schwab account, picks the Schwab U.S. Large-Cap Growth ETF (NYSEARCA:SCHG) over a plain S&P 500 fund because they want a growth tilt at almost no cost, and assumes 197 holdings buys them diversification. The math says otherwise. SCHG’s top 10 names drive 59% of the portfolio, which means more than ... SCHG’s Top Ten Holdings Now Drive 59 Percent of the Fund, Creating Hidden Single Stock Risk

Alphabet's Google on Friday appealed a Washington federal judge's ruling ‌that it holds illegal monopolies in online search ‌and related advertising. • Google argued that U.S. ​Judge Amit Mehta made legal errors in his 2024 ruling, which found the company illegally blocked competitors by paying billions of dollars annually to firms including Apple ‌to be the ⁠default search engine on new devices. • The arrangements did not prevent the device ⁠makers and browser developers from promoting rival search services like Microsoft's Bing, Google argued.