Notícias

Google is asking Android users to pay premium prices for Gemini-centered continuity.

Advanced Micro Devices Inc. (NASDAQ:AMD) spent most of the AI boom chasing Nvidia Corp. (NASDAQ:NVDA) from a distance. In 2026, that relationship flipped. AMD shares have surged about 187% this year compared to roughly 22% for Nvidia—a massive 165-percentage-point lead that marks AMD’s widest gap over its rival since ChatGPT launched. The historic shift suggests Wall Street is no longer viewing AMD merely as a low-cost alternative to Nvidia, but is instead revaluing a completely different layer

A recurring 15% profit-share formula would convert AI scarcity into permanent variable labor cost.

The $110 billion merger just cleared a major legal hurdle. Now the numbers matter.

The investment marks a sharp turn for Binance, which once removed USDC trading from its exchange in favor of its own stablecoin.

The popular view of CrowdStrike (CRWD) is that AI has made a fast-growing security company grow even faster. The stock returned 98% over the past year. The S&P 500 returned 18.5% over the same period. For that view to be right, two things must both be true. The faster growth has to last, and it has to turn into real profit. So far, only the first one clearly holds.

Palantir trades at a lower earnings multiple despite higher revenue valuation, while CrowdStrike battles reputational headwinds and profitability challenges.

Wall Street Climbs as Nasdaq Sets Fresh Record High Ahead of Trump-Xi Talks

Investing.com -- Financial sector stocks took a significant hit on Tuesday as investors aggressively rotated capital into the technology space, driven by mounting enthusiasm for Meta’s Muse AI agent. The artificial intelligence frenzy sharply divided the financial landscape: traditional banking and wealth management took the brunt of the selloff, while fintech giant PayPal saw a notable surge following a newly announced integration with Meta. PayPal Climbs on Meta Integration Shares of PayPal Ho

FTNT shares hit a 52-week high as platform demand accelerates, with AI security expansion and raised 2026 guidance adding momentum.

Micron just reclaimed four figures after a brutal pullback, and the bull case at this price rests on a structural shift in memory markets that most investors have not priced in yet.

Circle stock reversed early gains as Binance, the world's busiest crypto exchange, says it's paying $100 million for stake in the USDC stablecoin issuer.

Stifel and Goldman both reiterated Buy after the first buyback and 2029 roadmap

META's 33% monthly surge reflects strong ads and AI momentum, but soaring capex, rising debt and weak cash flow remain key concerns.

JPMorgan's $20B QIA partnership spans public and private markets, expanding asset management capabilities and creating scope for longer-term fee-based growth.

While Netflix’s near-term growth trajectory is facing some pressure, the significant pullback indicates that negatives are already priced in the stock.

GlobalFoundries is expanding its photonics portfolio with SMART Photonics as AI-driven optical networking demand accelerates across data centers.

Shopify Lands Major AI Commerce Win as Amazon Blocks Meta's Muse

On Holding stock jumped after the company set new financial targets, reiterated its fiscal 2026 outlook, and announced a stock buyback.

Shopify stock is surging, thanks to a partnership with Meta’s hot new AI agent.

Following last month's super rally, a growing number of analysts are now calling for caution.

Stocks searched for direction, with the S&P 500 trading less than 1% off its record high. The S&P 500 was roughly flat at 7767.84, just under its 7798.99 record close set on August 13. The Dow Jones Industrial Average fell 0.

GameStop CEO Ryan Cohen added another trove of shares to his stake in the videogame retailer, and investors have again reacted positively to his purchases. Cohen bought 1.1 million shares for about $22.93 each on Monday, according to a filing with the Securities and Exchange Commission. Director Alain Attal also purchased 17,600 shares, raising his stake to about 619,000 shares, according to a regulatory filing.

Adobe (ADBE) stock has lost about a third of its value over the past year, while the S&P 500 (SPY) gained about 18%. It has already bounced 28% in three months. Yet near $250 it still sits about 32% below its 52-week high. At current levels, multiple expansion appears largely contingent upon Adobe's ability to monetize its rapidly expanding freemium base before core top-line growth decelerates.

The chipmaker has come a long way from being a distant second to Nvidia.

By Johann M Cherian and Tharuniyaa Lakshmi Sept 22 (Reuters) - The tech-heavy Nasdaq hit an intraday record high for the first time since early June on Tuesday, underpinned by strong gains in Gemini-

GameStop stock jumped after CEO Ryan Cohen revealed a $26 million share purchase.

Heartland Advisors, an investment management company, released its second-quarter 2026 investor letter for “Heartland Opportunistic Value Equity Strategy”. The letter can be downloaded here. Second-quarter indices signaled a broadening market, but strong performance was mainly focused on a limited range of technology infrastructure and semiconductor stocks. The strategy returned 12.32% in the quarter, underperforming the […]

AbCellera shares skyrocket 121% as positive ABCL635 data, major partnerships and a stronger financial position boost investor confidence.

Yahoo Finance Executive Editor Brian Sozzi looks at the timeline of big wins and the rise of AMD (AMD) CEO Lisa Su as the company's market cap crossed the $1 trillion mark for the first time on Sept. 21.