Notícias

Apple Inc (NASDAQ:AAPL, XETRA:APC) shares were down 4% on Tuesday afternoon after the company's annual developer conference left some investors questioning the pace of its artificial intelligence rollout, even as analysts broadly viewed the event as a step forward. At its Worldwide Developers...

This is a demand-constrained year for Palantir Technologies. The company's Artificial Intelligence Platform is pitched as the only reliable option for its core government and industrial customers.

After a strong run that has left the stock near its high, it’s easy for Alphabet (GOOGL) investors to focus on the rapid growth in AI and the cloud. But with expectations this high, the most important number to watch may not be a growth rate. It’s a measure of profitability that has quietly stretched to a level that warrants a closer look: the net profit margin.

The catalyst for investors' dumping AI stocks again Tuesday isn't totally clear. But Brian Jacobsen, chief economic strategist for Annex Wealth Management, suggested Alphabet's recent capital raise and SpaceX's impending IPO could be contributing to the ongoing declines.

OpenAI (OPAI.PVT) has confidentially filed for an IPO after Monday's market close, setting up its own public launch to compete with Anthropic's (ANTH.PVT) this fall season. Winthrop Capital CIO Adam Coons explains whether his firm is eager to buy into SpaceX (SPAX.PVT) upon its IPO this Friday, June 12, while Yahoo Finance Markets and Data Editor Jared Blikre outlines SpaceX's possible challenges to scale for its proposed AI data centers in space. Elon Musk's SpaceX (SPAX.PVT) is expected to go public on the Nasdaq this week under the ticker SPCX, with an IPO price of $135 per share.

Lumentum Holdings Inc. (NASDAQ:LITE) is one of the best NASDAQ stocks to buy and hold for 3 years. On June 3, Northland lifted the price target on Lumentum Holdings Inc. (NASDAQ:LITE) to $1,200 from $1,000 while maintaining an Outperform rating on the shares. The firm stated that following the previous day’s comments from Nvidia’s CEO […]

Broadcom Inc. (NASDAQ:AVGO) is one of the best NASDAQ stocks to buy and hold for 3 years. Broadcom Inc. (NASDAQ:AVGO) received a rating update from Benchmark on June 4. The firm lifted the price target on the stock to $545 from $485 and maintained a Buy rating on the shares, stating that shares sold off by […]

BNP Sees AI Infrastructure Demand Supporting Cloud Upside

New Audio Tool Supports Real Time Speech Translation

Anthropic has launched Claude Fable 5, its most powerful AI model yet.

Apple (NASDAQ:AAPL) finally put its rebuilt Siri on the WWDC stage on Monday, June 8, and the market verdict was swift. The stock spiked 3% during the keynote and flipped negative at the top of the hour, as investors concluded the long-awaited AI reveal landed roughly on par with what Alphabet (NASDAQ:GOOGL) already offers through ... Apple WWDC: Can Rebuilt Siri Finally Prove Two-Year AI Vision Pays Off?

Oracle's (ORCL) core database business is expected to show strong performance in its fiscal fourth q

Watch Video Highlights Below, or Click HERE: Tech Edge hosted firesides live from Pax8 Beyond 2026 at the Salt Palace Convention Center in Salt Lake City, Utah. Interviews included Pax8, SentinelOne, Inc. (NYSE: S), CrowdStrike Holdings, Inc. (Nasdaq: CRWD), among other companies. The premier IT event features leading industry speakers, MSPs, vendors, and more. Joins us […] The post Highlights: Tech Edge at Pax8 Beyond 2026 in Salt Lake City appeared first on ExecEdge.

With SpaceX, Anthropic, and OpenAI all eyeing massive public debuts, the tech industry may soon have a new class of corporate overlords — and a new acronym to match. Say goodbye to FAANG and hello to MANGOS.

In the race for AI dominance, it’s easy to get lost in the headline numbers: billions in new revenue, exponential growth in users, and a vision for the future that has captivated the market. For Microsoft (MSFT), the story seems compelling. But if you hold the stock, which has underperformed the market with a decline of 11.3% over the past year, your attention should be on a single, less-celebrated figure: the company’s profit margin.

Apple's AI news failed to excite investors as the consumer electronics giant is seen playing catch-up.

It's a foregone conclusion that SpaceX will raise at least $85 billion in its record-wrecking IPO , with pricing set for Thursday and first trades for Friday.

The AI boom is giving investors no shortage of curveballs. In a rather surprising move, Alphabet‘s (NASDAQ:GOOGL) Google inked a deal that’ll see Elon Musk’s SpaceX (SPCX) receive $920 million per month to rent its AI compute capacity. The move, which is slated to last between October 2026 and June 2029, is more of a ... Google Is Paying SpaceX Over $900 Million a Month for AI Compute

Investing.com -- Wolfe Research has sharply raised its revenue, capital expenditure, and earnings estimates for Alphabet and Amazon, arguing that growth at both companies’ cloud units is significantly underappreciated by the Street.

Amazon ramps up AI robotics with new Proteus and DeepFleet, targeting faster fulfillment as billions in investments raise questions about near-term margins.

SpaceX and Google have a close relationship, and investing in Alphabet may be a safer and better alternative to buying the upcoming IPO.

Broadcom, Apollo Global Management and Blackstone are launching a platform aimed at financing AI infrastructure, beginning with Anthropic’s expansion plans.

At $211.82, Oracle (ORCL) looks set up for roughly 34% of upside over the next three years under a conservative scenario. Not a moonshot, but enough to matter if the math holds. Revenue compounding does all the work; the multiple is asked to do nothing. Here is the operational reality the math is built on.

Oracle (NYSE: ORCL) is set to report its fiscal Q4 2026 earnings on Wednesday, June 10, after the market close. Heading into the results, the stock has experienced significant volatility, dropping 12.9% over the past week as investors weigh immense cloud growth against massive capital expenditures.

Alphabet (NASDAQ:GOOGL) is running one of the most aggressive AI infrastructure buildouts in corporate history. CEO Sundar Pichai told investors “2026 is off to a terrific start. Our AI investments and full stack approach are lighting up every part of the business.” Google Cloud printed $20.03 billion in Q1 revenue, up 63% YoY, with backlog ... Prediction: Google Stock Will Hit $500 on This Date

MANGOS — no, not the tropical stone fruit — is the latest Big Tech acronym to be at the top of investors' minds ahead of 2026's biggest IPOs. MANGOS consists of Meta Platforms (META), Anthropic (ANTH.PVT), Nvidia (NVDA), Alphabet (GOOG, GOOGL), OpenAI (OPAI.PVT), and SpaceX (SPCX, SPAX.PVT). Yahoo Finance Senior Business Reporter Ines Ferré explains the latest AI tech groupings being coined by Wall Street analysts.

Apple’s (NASDAQ: AAPL) new Siri upgrade won’t work in the EU or China for now. China is the world’s largest smartphone market. So, in China, consumers will use old apps on current Apple products. Siri works, supposedly, the way products like OpenAI’s ChatGPT do. Many of its features were teased at the Worldwide Developers Conference, ... Siri Didn’t Rescue Apple

Alphabet Inc. (NASDAQ:GOOGL) is one of the 10 Best AI Stocks to Buy in June. On June 3, the company said its Gemini app engagement doubled to over 900 million monthly active users as of May, compared to the same period last year, according to a report by Investing.com. The company said paid subscriptions grew […]

The demand for optical networking components is exceeding supply, and that's driving remarkable growth for Ciena.

Markets are ripping as Bitcoin miners pivot to AI infrastructure. We cover AWS rumors, Galaxy Digital's surge, Michael Saylor's latest multi-million Bitcoin buy, the Texas 4CP mining curtailment, and Elon Musk’s massive $26B xAI compute deals with Google and Anthropic.