Notícias

Broadcom's latest quarter revenue hit $29.6 billion — nearly 11 times Marvell's $2.7 billion — with both companies posting steady gains over the past two years.

Amazon.com (AMZN) plans to spend roughly $220 billion of cash on capital in 2026, against $775.7 billion of revenue over the trailing twelve months. The sheer size of that bill introduces notable capital allocation and cash flow pressures that investors must weigh. The rest is who sets the number, and how long the money has to stay out before any of it comes back.

Apple Inc (NASDAQ:AAPL, XETRA:APC) had a good Thursday, with shares up 3.1% after unveiling its first foldable iPhone, the $1,999-and-up iPhone Duo. The move puts Apple into a market Samsung, Google and Huawei have played in for years – the biggest shake-up to the iPhone lineup in a long...

Finland's cold climate lowers cooling costs, while a 22-year energy agreement addresses the harder electricity constraint.

Google just signed a nuclear power contract stretching to 2049, turning electricity from a volatile expense into a fixed cost across two decades of AI growth. Whether that move reshapes Alphabet's competitive position or arrives too late to matter is the real question.

International Business Machines (IBM) has given back 12.9% over the past three months and sits at $239.94, about 73% of its 52-week high. Management sees no evidence of clients moving off the mainframe. What has changed is that a key slice of IBM’s transactional software revenue rides on a purchase those clients have learned they can postpone.

Meta Platforms (META) trades at about $653, roughly 16% below its 52-week high, and at 11.3 times operating cash flow against 15.2 for the S&P 500. A discount of this scale on a business delivering 28% top-line growth presents a notable valuation divergence, though one largely explained by the company's surging capital commitments. The cash flow that multiple is priced on is money Meta plans to spend.

Adobe is turning Acrobat into an AI-powered productivity platform as adoption rises and competition intensifies with Microsoft and Alphabet.

Jim Cramer spent a week warning investors that nuclear is nearly impossible to build, and then the world's biggest AI spender made a nuclear deal that proved him both wrong and right at the same time.

Microsoft (MSFT) runs the highest operating margin in its peer group and grows revenue faster than every rival there but one. Over the past twelve months its stock returned -0.5%, against 18.5% for the S&P 500 (SPY). At about $491.65 a share, it trades at 27.8 times earnings, second-richest in the group. Microsoft ranks first on profitability and fourth on the return, a gap worth explaining.

AAPL's iPhone Duo could drive upgrades and deepen ecosystem engagement, supported by strong iPhone sales, AI gains and Services growth.

Groups run to 200 people, invite-only, with commitments tracked on profiles

Snap (SNAP) has slipped about 10% from its late-August high to around $5.31, and the reflex is to call it an entry point. The company underneath is healthier than the chart implies, but this stock has a long record of sharp falls, and what usually followed them is not encouraging. Snap is also funding Specs, a hardware bet whose payoff management puts years away. Start with the falls.

Meta Platforms' (META) Muse personal AI agent received positive investor feedback, but the company's

Alphabet's (GOOG, GOOGL) tensor processing unit opportunity could drive substantial upside to Google

ARK Invest just swapped nearly $28 million out of a cheaper, faster-growing stock and into a pricier one fresh off an earnings miss. Whether that makes Cathie Wood a contrarian genius or a momentum chaser depends on which numbers you trust.

Broadcom's AI semiconductor revenue just surged 221% in a single year, yet the stock sits 13% below its highs and analysts are quietly debating whether it could eventually challenge NVIDIA for the top spot in tech market cap rankings.

Nvidia's foundational role in artificial intelligence (AI) infrastructure sets the stage for future dividend hikes.

The spending is earmarked for new data centres and related infrastructure in Hamina, Kajaani, Muhos and Vaala.

By Essi Lehto HELSINKI, Sept 10 (Reuters) - Finland should introduce a national permitting system for data centres to prevent the risk of power shortages and soaring energy prices, opposition parties

Reddit (NYSE:RDDT) stock is up 6% to $155.43 in mid-morning Thursday trading, leading the pure-play social names higher on fresh third-party research showing user growth accelerated to the fastest monthly pace of the year in August. The SPDR S&P 500 ETF Trust (NYSEARCA:SPY) is down 0.4% on the day, so the move stands out against […]

This venerable dividend stock has outperformed the AI trade this year, but key reasons behind Coca-Cola's improved results could normalize in the coming quarters.

Jim Cramer raised a question on air that every Amazon investor should be asking right now: if the US debt market is big enough, why did the company just fly to London to raise billions?

JPMorgan and Goldman Sachs have both run the numbers on how much debt the biggest AI companies are piling into bond markets this year, and the figure they landed on threatens to reshape who actually sets long-term interest rates in America.

The four-year agreement will cover rice farms across three Indian states, reaching about 100,000 hectares at peak delivery.

The partnership gives brands that advertise on Amazon access to ChatGPT's ad platform, which has reached $1 billion in annualized revenue

Alphabet just posted blowback earnings that crushed estimates across every major segment, yet the stock sits nearly 8% below last month's highs. Here is why that gap between operating momentum and share price could matter a lot to long-term investors.

Companies in The News Are: GOOGL, LYFT, XOM, META

Azure is crossing milestones, Copilot seats are multiplying, and 55 analysts refuse to budge from their bullish ratings, yet Microsoft shares have gone nowhere for a year while the broader market climbed 17%. One analyst sees a path to gains most investors would not dare put in a model.

Apple's fall event just wrapped, and options traders are already pricing in a swing that dwarfs the stock's typical post-event move. Whether that energy breaks toward a bull case or a bear case depends on one catalyst nobody is talking about loudly enough.