Notícias

Highflying chip and memory stocks are getting hammered, while software developers rally as AI disruption fears ease.

Comments from Google Cloud's CEO suggest free cash flow could come back in a major way.

NVIDIA, Arista Networks and Vertiv offer exposure to AI infrastructure as surging capex drives demand for computing, networking and power systems.

All three hyperscalers have invested staggering amounts of capital into their AI infrastructure build-outs.

Google just landed inside nearly every major Fortune 100 company, but having access and winning the deal are two very different things. The real fight is happening at a layer most investors never think about.

The bank’s bullish outlook comes with a crucial test

A viral Slack resignation note from an Anthropic safety researcher just handed the SEC a loaded question about the company's confidential IPO filing, and Chamath Palihapitiya thinks the answer could sink a $2.3 trillion deal before it ever prices.

Anthropic just signed a compute bill so large it reshapes the math behind every NVIDIA forecast on Wall Street, and the number arriving ahead of the company's IPO raises a question Jensen Huang's own team has not fully answered yet.

YouTube will likely go down as one of the greatest acquisitions of all time.

Search still pays the bills, but Google Cloud's backlog now exceeds the entire company's revenue.

Broadcom’s September 2 results show custom AI hardware turning into substantial sales. On the accompanying call, management said it expected to accelerate Ironwood shipments to Anthropic in the fourth quarter. That puts Google’s TPU technology at the center of a relationship whose economics differ for Broadcom Inc. (NASDAQ:AVGO) and Alphabet Inc. (NASDAQ:GOOGL). Broadcom can sell […]

Space Exploration Technologies Corp. (NASDAQ:SPCX) says a new, unnamed hosting customer will begin paying $1.11 billion per month on December 1. That is a $13.32 billion annualized run rate, not necessarily a guaranteed $13 billion contract. Alphabet Inc. (NASDAQ:GOOGL) shows both how quickly this business can scale and why contract terms matter. SpaceX CFO Bret […]

Something strange is happening at the frontier of intelligence. Anthropic CEO Dario Amodei called for slowing frontier AI development, OpenAI CEO Sam Altman agreed that the industry needs to “pace the frontier,” and Elon Musk said Amodei was right. The industry leaders’ fear stems from the fact that the alignment problem remains fundamentally unsolved. Rumors […]

More NFL games are moving beyond Sunday afternoon, leaving YouTube and its subscribers paying more for a shrinking package.

Alphabet is having a great 2026, but Nvidia's growth is tough to compete against.

These stocks are demonstrating incredible performance and have a long growth runway.

Fresh catalysts are putting stocks in the spotlight and creating new opportunities for investors.

Investing.com -- Agentic commerce accounts for less than 1% of overall e-commerce activity, even as new AI shopping tools from Meta and Anthropic launched this week.

Elon Musk recently praised a specific GPU stock during SpaceX's earnings call.

Recent IPO stock Fervo Energy is building on its partnership with Google with a massive power purchase agreement.

Google says its AI servers pay back in under two years, while its own chips take about one year. That could make Alphabet’s $200 billion AI spending look increasingly profitable.

Anthropic's CEO just called on the entire AI industry to slow down, while his own company's balance sheet depends on the biggest accelerators in the business. The conflict at the heart of that position may be impossible to resolve.

Trump is calling AI data centers the oil of the next 50 years and singling out Google for building one in the wrong country, but the communities he says will benefit are already absorbing a cost his pitch quietly skips.

The Magnificent 7 label vanished from Wall Street chatter, yet the profit engines behind these seven companies kept compounding in ways that have made betting against them one of the most punishing trades in recent memory.

Cathie Wood is swapping Google for Meta as AI takes center stage. But is Meta the better bet now?

The demand for AI is real, but what if the industry is building too much capacity? Here's the overlooked risk investors should be watching.

Marvell Technology, Inc. (NASDAQ:MRVL) delivered a quarterly beat and raised its revenue outlook, yet the stock plunged more than 10% the following day. The sharp reaction led Jim Cramer to question, during the September 8 Mad Money episode, why investors punished a company whose AI business continues to accelerate. What the heck just happened to […]

When Angelo Bianco’s real estate firm CP Group bought the Boca Raton Innovation Campus eight years ago, he said he saw the opportunity to turn a “broken-down has-been” into “an Apple or Google campus.” CP Group went on to bring a surge of activity to the massive business park, known as BRiC, envisioning many improvements and attracting new businesses. Now, with the recently announced sale of ...

The search giant's growth is accelerating, but the AI build-out has pushed its free cash flow below zero.

According to a note published on August 31, Bernstein analysts believe Meta Platforms, Inc. (NASDAQ:META) will surpass Alphabet Inc. (NASDAQ:GOOGL)’s Google Search in advertising revenue by the end of 2026. The firm’s theory is interesting for what it excludes: by omitting other Google ad revenue streams like Maps and Gmail, Bernstein says Meta Platforms, Inc. […]