Notícias

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

UiPath (PATH) sells software that brings AI agents, robots, and people together to run business processes. Its Q2 FY2027 results beat management's guidance and the fiscal 2027 outlook went up, yet the shares fell 16.6% on September 4, the first trading day after the report, while the S&P 500 slipped 0.4%. The earnings call also carried an analyst's question about a new AI model said to be far better at workflow jobs.

2,107% in One Year SanDisk (NASDAQ:SNDK) is up 2,107% over the past year, a run so extreme that it caught Morningstar’s chief global markets editor Tom Lauricella’s attention. He says it has done something no memory-chip cycle was supposed to do: reclassify the two largest companies in the S&P 500 as discount trades. “Apple and […]

Oracle's (ORCL) fiscal first-quarter results showed surging cloud growth, but margin pressure and a

Anthropic and OpenAI are racing toward blockbuster IPOs with trillion-dollar valuations, but a rival they cannot sue, regulate, or outspend may already be eroding the foundation those numbers rest on.

Microsoft Corp. plans to more than triple its data center capacity to help overcome a computing shortage that has forced it to turn away some AI and cloud business. Bloomberg's Anurag Rana joins to discuss.

OpenAI CEO Sam Altman is reportedly weighing whether the company should slow development of its most advanced artificial intelligence systems, potentially alongside rival labs, as Bridgewater co-CIO Greg Jensen warns little may be done about AI risk until it causes...

Oracle just posted numbers that should have sent the stock soaring, yet shares sit near a 52-week low while a $664 billion backlog quietly accumulates. Something does not add up, and the gap between the price and the fundamentals may be the most interesting trade setting up in cloud right now.

Every payday the same stock gets another slice of my retirement capital, and three numbers from its latest earnings report make it harder to justify putting that money anywhere else.

Azure just crossed $100 billion and Google Cloud is growing at 82%, but the bigger story is where those enterprise seats are actually moving and which balance sheet can survive the spending war to find out.

All three major US stock indexes were up in late-morning trading Friday, as oil prices fell and the

AI capex is fueling a new infrastructure cycle, with NVIDIA, Arista Networks and Vertiv well-positioned across computing, networking and power.

AMD's data center momentum clashes with Qualcomm's valuation discount, but customer concentration and geopolitical risks complicate both bets.

Demand is so strong that Microsoft is planning to more than triple its computing capacity.

Snowflake (SNOW) stock has returned about 37% over the past three months, against 4.8% for the S&P 500, and trades about 8% below its 52-week high. The stock has gained more than 30% in under two months on 10 occasions since 2020, most recently in 2026, and six of those gains topped 50%. The case for another leg rests on what sits behind three straight quarters of faster growth: Snowflake's AI tools are getting customers to use more of its core data platform.

CRWV is targeting physical AI with field engineering that helps industrial teams build, validate and deploy AI across workflows.

D.A. Davidson Head of Technology Research Gil Luria joins Julie Hyman on Market Catalyst to break down why he believes Oracle (ORCL) is "by far the most attractive AI cloud."

Oracle (ORCL) made almost a quarter more operating profit in its last fiscal year. Yet when trading closed on September 10, the stock sat around 53% under the peak it reached a year before. Rising profit and a falling price point to one of two stories: trouble the results have not caught up with, or a sound company that has been repriced. The question is whether Oracle is turning into a weaker business, or has just become a cheaper stock.

Meta just put a price tag on its AI ambitions, and the number reveals something uncomfortable about how dependent the company still is on a single revenue stream that has nothing to do with subscriptions.

Microsoft has quietly shed ground over the past week even as its cloud backlog swells to a staggering size, and the tension between exploding capex and accelerating revenue growth makes September a pivotal moment for investors deciding whether to act or wait.

NBIS plans $20-$25B in 2026 capex, while more than $9B in customer prepayments could help fund its aggressive AI infrastructure expansion.

Piper Sandler Has a Bullish Message for Marvell Investors: AI Growth Could Explode

Micron (NASDAQ: MU), the world’s third-largest memory chipmaker, relies on Taiwan for roughly 60% of its global production capacity, including the high-bandwidth memory (HBM) chips powering AI servers sold to customers such as Nvidia, Google, and Microsoft. Any production disruption at its Taoyuan and Taichung facilities would ripple directly through global DRAM and HBM supply chains, making the resolution of this labor dispute a material risk for the stock.

Amazon's stock has fallen sharply even as AWS clocked its fastest growth in 18 quarters, and one Wall Street analyst now sits at a target so far above consensus it reframes the entire risk-reward picture.

Adobe (ADBE) shares fell early Friday after the software maker provided a fiscal fourth-quarter reve

CrowdStrike (CRWD) trades at $210.02, roughly double where it stood a year ago while the S&P 500 returned 19.3%, and it sits at about 91% of its 52-week high. The easy read is that the AI security trade has already happened and you are late to it. But its own recurring revenue base points at something steadier than a spike, and the price now assumes that steadiness.

Here’s what’s driving Dell stock and its price target following its 700% climb.

Microsoft plans to expand its data center network capacity to over 38 gigawatts by 2032 to resolve server shortages.

Investors have hundreds of billions ($) of reasons why to remain bullish on the AI buildout, particularly for companies like Bloom Energy (BE), which represents a big beneficiary of increased power demands.

Nvidia has its finger in every pie, and sees another year of plenty in its future, Jensen Huang says. But, he insists, its deals are not circular.