Notícias

The question is not whether Amazon (NASDAQ: AMZN) will run low on cash. The question is how low. Some of the other mega-cap tech companies have similar problems, but only one has a deeper problem. Oracle (NASDAQ: ORCL) has raised money “off-balance-sheet’, and its financial obligations are said to be as high as $300 billion. ... Amazon Starts To Run Low On Cash

By Nicolas Cortes and Carolina Fernandez SANTIAGO, May 8 (Reuters) - Patricio Hernandez lives on the northern outskirts of Chile's capital Santiago, a hilly area below the Andes mountains which he and

Shares of The Trade Desk (NASDAQ:TTD) are down roughly 13% to $20.41 in early Friday trading after the company posted a Q1 2026 earnings miss and issued a softer Q2 2026 outlook than the Street had hoped to see. The stock closed Thursday at $23.49, already down 38% year to date (YTD) heading into the ... Trade Desk Tumbles 13%, AppLovin Holds Gains as Ad-Tech Q1 Earnings Split Wall Street

The stock of CoreWeave (NASDAQ: $CRWV) is down as much as 10% after the artificial intelligence (A.I.) data centre ...

On Meta’s Q1 2026 earnings call, CFO Susan Li said the quiet part out loud. “We recently shared internally that we plan to reduce the size of our employee base in May. We believe a leaner operating model will allow us to move more quickly while also helping to offset the substantial investments we are ... Mark Zuckerberg Just Told 8,000 Employees Their Layoffs Are a Line Item in His $145 Billion AI Bill

Datadog (DDOG) has faced intense scrutiny regarding its vulnerability to hyperscaler competition. The bear case is well understood. Major cloud providers like Amazon (AMZN) and Alphabet (GOOGL) are actively bundling native observability tools into their core platforms, threatening to commoditize basic monitoring. At the same time, Datadog relies on a usage-based pricing model, which has prompted aggressive customer cost optimization and seat compression in a tighter macroeconomic environment. Th

Patricio Hernandez lives on the northern outskirts of Chile's capital Santiago, a hilly area below the Andes mountains which he and other residents fear could be ‌devastated by a major Amazon data center complex. He and other residents tried to ​block the data center, arguing the permit did not take into account the potential construction of a high-voltage power line that they said would be needed to feed the site. Environmental authorities in early April ruled the data center could move ahead, saying that any plans for a power line should be assessed separately.

The Trade Desk (TTD) stock is trading near $20 in extended trading. The primary catalyst is a Q1 earnings report featuring a revenue beat of $688.9 million but an EPS miss of $0.28, coupled with softer forward guidance. At a $20 price point, the stock trades at a forward P/E multiple of 9.7x based on $2.06 in estimated 2026 earnings. This represents a significant compression from its three-year average forward P/E of approximately 42x. It also sits well below the S&P 500 average of 24.0x. On the

We recently published Jim Cramer Said Sandisk Stock Performance is Befuddling & Discussed These 17 Stocks. The Procter & Gamble Company (NYSE:PG) is one of the stocks discussed by Jim Cramer. The Procter & Gamble Company (NYSE:PG)’s shares are down by 7% over the past year and are up by 4% year-to-date. UBS raised the […]

We recently published Jim Cramer Said Sandisk Stock Performance is Befuddling & Discussed These 17 Stocks. Amazon.com, Inc. (NASDAQ:AMZN) is one of the stocks discussed by Jim Cramer. Amazon.com, Inc. (NASDAQ:AMZN)’s shares caught investment bank Goldman Sachs’ attention on April 30th when it raised the share price target to $325 from $275 and kept a […]

The AI company could surpass rival OpenAI in valuation if the raise goes through, according to the Financial Times

Nvidia shares look cheap, no?

Here’s one way of sizing up the resurgence of the tech trade: The combined market cap of the Magnificent Seven is up $3 trillion since the start of the Iran war, according to Dow Jones Market Data. The seven tech titans—Apple, Microsoft, Alphabet, Amazon, Nvidia, Meta, and Tesla—are, for the most part, riding high on excitement over artificial intelligence.

The semiconductor giant is facing intensifying competition from its biggest customers.

Amazon.com Inc. (NASDAQ:AMZN) is one of the best stocks to buy for the next 15 years. On May 5, Amazon announced plans to invest more than €15 billion in France between 2026 and 2028, marking its largest investment in the country to date. This capital will be directed toward expanding logistics infrastructure, enhancing cloud computing […]

The Silicon Valley lab behind the Claude artificial intelligence (AI) bot has set its sights on a valuation of close to $1tn as it steps up its war with ChatGPT maker OpenAI.

AWS worked to restore cooling at a North Virginia data center after overheating disrupted services.

(Bloomberg) -- Crypto exchange Coinbase Global Inc. said trading services had resumed after a significant outage left customers unable to transact on its platform for almost seven hours on Friday, rounding off a difficult week at the company.Most Read from BloombergBillionaire Duke of Westminster to Sell £700 Million of US Real Estate AssetsUS Fires on Iranian Targets as Trump Demands Deal From TehranSony to Pay Almost $4 Billion for Bieber, Neil Young CatalogDOJ Plans Intervention in Trump Supr

The AI boom has made Big Tech richer, bigger, and suddenly much hungrier for cash.

Hyperscalers' free cash flow heads to 2014 lows as Morgan Stanley lifts Big Tech AI capex to $1.1T by 2027.

(Bloomberg) -- Taiwan Semiconductor Manufacturing Co. posted its slowest pace of monthly revenue expansion since October, highlighting the potential challenges of sustaining a torrid AI-fueled pace of growth.Most Read from BloombergBillionaire Duke of Westminster to Sell £700 Million of US Real Estate AssetsUS Fires on Iranian Targets as Trump Demands Deal From TehranSony to Pay Almost $4 Billion for Bieber, Neil Young CatalogDOJ Plans Intervention in Trump Supreme Court Carroll AppealUS Has Ope

For logistic companies, or for logistics investors, it is time to stay calm and carry on. Monday, Amazon com sent a shock wave through the market by announcing Amazon Supply Chain Services, or ASCS, essentially opening up to outside customers the logistics network it built to support its retail business.

The tech giant's custom silicon business is now one of the largest data center chip operations in the world.

Big Tech’s record $725bn AI investment strategy is beginning to strain the resources of America’s largest companies, leaving them with less cash...

Nvidia is still the market leader by far.

If you had to put every dollar you own into a single stock and not touch it for 10 years, what would you pick? That simple question sparked a massive discussion on a value investing forum, and while dozens of...

We just covered Sell These 4 Stocks and Go All In on These 3 Stocks Before May 9th for 100x Returns? and NVIDIA Corporation (NASDAQ:NVDA) ranks 7th on this list. NVIDIA Corporation (NASDAQ:NVDA) remains the dominant force in AI, but several specific headwinds have led some social media stock experts to the conclusion that the […]

In recent days, Amazon’s launch of its Amazon Supply Chain Services platform has opened its full logistics network to third‑party businesses, directly overlapping with FedEx’s core freight, distribution, and parcel shipping offerings. At the same time, FedEx has been expanding partnerships like its data‑driven collaboration with ServiceNow and a national network agreement in Vietnam, underscoring how it is leaning on technology and alliances to compete in an increasingly crowded logistics...

The software giant impressed across the board in its latest quarter, but a closer look at how its underlying growth is comprised tells a more complicated story.

Big Tech valuations are facing intense scrutiny as a financial commentator warns that hyperscalers’ earnings are being artificially inflated by circular cloud computing contracts with AI giants OpenAI and Anthropic. ‘Total Mirage’ In Cloud Revenues Recent data reveals a staggering...