Notícias

Amazon and Alphabet are seeing results of their spending paying off.

U.S. benchmark 10-year yields hit the highest since 2023.

In the latest trading session, Amazon (AMZN) closed at $252.4, marking a -1.78% move from the previous day.

Ohio is reportedly reconsidering incentives worth billions as states weigh the costs of data center growth and rising demand for power and water.

A tech billionaire just passed Jeff Bezos in Forbes' global wealth rankings, reaching No. 3 for the first time.

Nvidia CEO Jensen Huang told Commerce Secretary Lutnick at a G20 event that the AI infrastructure buildout will reach tens of trillions of dollars -- far beyond current company capex -- comparing it to metered energy infrastructure sold by the token.

Alphabet (GOOGL) stock has drifted, returning negative 6.8% over the past three months while the S&P 500 returned 3.6%. The strongest evidence for upside from here is not in the advertising business that pays the bills. It sits in a revenue line the company only began recognizing in the second quarter of 2026: TPU system sales, shipped into customers' own data centers.

Microsoft (MSFT) is coming off the most profitable stretch it has posted in years, and its stock trades at $493.95, about 92% of its 52-week high. Nothing here is broken. The risk is quieter than that. The spending that came with those margins is still climbing, and the company has already told shareholders what it expects that to do to fiscal 2027.

Apple's iPhone event and John Ternus's first keynote as CEO has wrapped up. After being down nearly 2% at end of the event, Apple shares had rebounded and were nearly flat in the last hour of trading. Wall Street expected Apple to introduce pricing changes to its latest products as component costs continue to pressure margins.

For three years, a homeowner pocketed hourly fees from strangers swimming in her backyard pool, trusting a platform's million-dollar liability promise. A Facebook group stopped her from finding out the hard way what that promise actually covers when someone gets hurt.

The online-first fashion retailer has opened its second permanent U.S. store and plans another location later this year.

Qualcomm's Amazon AI Deal Wins RBC Upgrade: $180 Price Target Signals More Upside

Amazon Web Services is rapidly expanding.

Investor demand reached £10.65 billion for the four-part deal, but appetite was lower than a similar Alphabet offering earlier this year

Palantir Technologies (PLTR) used to report its total customer count on the quarterly earnings call. The latest call did not include it. In the count's place sits a bookings figure large enough to change what kind of business you are looking at, and the swap says more about what a holder owns than the headline growth rates do.

The expansion will add nearly 1,000 advanced manufacturing jobs and increase Wiwynn’s Texas workforce to more than 2,500 as Amazon ramps up domestic data-center infrastructure.

Jim Cramer called Qualcomm's latest partnership deal "something special" for a stock that has been treading water, but whether Wall Street agrees depends on a series of execution checkpoints that begin this December.

During a segment on the September 3 episode, Mad Money host Jim Cramer shared a detailed bullish thesis on Amazon.com, Inc. (NASDAQ:AMZN). He stated: Let’s start with Amazon. Ever since we went out to see Amazon earlier this year, I’ve been stuck on something that CEO Andy Jassy told me. He said they’re going to […]

Shareholders shouldering big expenses tend to demand a big payoff.

Corning just locked in a supply deal with Verizon that stacks on top of agreements already signed with Meta, Amazon, and NVIDIA, and the market is treating the two sides of this transaction very differently.

Oracle just posted contract backlog numbers that most cloud giants would envy, yet the stock sits 31% below its peak. Here is why one investor keeps adding shares while Wall Street looks the other way.

Amazon is skipping the enterprise sales grind and betting on a shortcut that puts its satellite internet into millions of business accounts overnight. Whether that move reshapes the carrier landscape or hands Starlink an opening depends on what happens next.

Marvell's CEO is confident about the company's position, and investors have taken notice.

States are starting to question tax breaks once used to attract data centers.

By Tim Hepher and Joey Roulette PARIS, Sept 9 (Reuters) - Amazon Leo has ordered six additional launches on Europe's Ariane 6 launcher, operator Arianespace said on Wednesday, in a boost to Europe's

A chilling insider warning exposes AI's unresolved control problem

Tesla's traditional do-it-yourself instinct could be tested by its nationwide robotaxi ambitions.

GOOGL's high ROIC and surging Cloud growth stand out, but soaring AI capex is putting pressure on free cash flow and dulling the case for new buyers.

Oracle and Amazon just posted record cloud backlogs while their free cash flow turned negative, and a single Fed decision this month could determine whether their trillion-dollar AI buildouts become strokes of genius or catastrophic overextensions.

Jim Cramer says buy the Magnificent Seven before the AI payoff hits, but one market strategist argues the group has already fractured into winners and losers, and the 2026 scoreboard is starting to prove him right.