Notícias

Clients bought SPCX, NVDA, MU, INTC, and GOOGL, while net selling PLTR, MSFT, NOW, CRM, and ORCL.

Plexo Capital's Lo Toney says AI is splitting the Magnificent Seven into distinct winners, with Google positioned to gain the most.

An initial premise proved wrong, and Ackman now argues that the competitive landscape has changed.

Amazon, Meta and Google risk losing decadeslong exemptions due to a backlash against their facilities.

Bill Ackman’s Q2 portfolio changes are drawing fresh attention on September 7: Pershing Square exited its remaining Alphabet Inc. (NASDAQ:GOOGL) shares and established a position in Netflix, Inc. (NASDAQ:NFLX). The pair offers two different ways to monetize AI, with very different demands on cash. What the filings actually show At Q1’s end, Pershing reported 32,376 […]

Jim Cramer thinks investors have neglected two familiar AI giants. In his September 3 CNBC commentary, he argued that Amazon.com, Inc. (NASDAQ:AMZN) and Alphabet Inc. (NASDAQ:GOOGL) looked cheap as investors favored other winners. His thesis: enormous AI investments could begin delivering substantial returns. His charitable trust owns both stocks. The latest results support the growth […]

Micron Technology, Inc. (NASDAQ:MU) and Alphabet Inc. (NASDAQ:GOOGL) offer two ways to invest in AI demand. One sells essential memory; the other must turn computing capacity into services customers will pay for. Insider Monkey’s tracked worksheet sample counted 184 Micron holders in Q2 2026 versus 154 in Q1, while Alphabet’s Class A shares attracted 275 […]

Google on Tuesday rolled out changes to its online search results in Europe to satisfy EU antitrust regulators, but said the change will degrade user experiences that could cost businesses in time and money.

Broadcom (NASDAQ:AVGO) CEO Hock Tan said enterprise adoption of generative artificial intelligence remains in an early stage, with companies still working to identify use cases that offer a meaningful return on investment. Speaking at the Goldman Sachs Communacopia + Technology Conference, Tan said

A single impact score covers both the coding 2% and the non-coding 98%

Google's biggest competitive fear is not appearing in traffic data

Alphabet Inc. and Blackstone Inc.’s new cloud venture has hit delays for major data-center locations that were supposed to run Google’s chips, underscoring the obstacles standing in the way of Big Tech’s AI ambitions.

A technology firm is generating cash at a rate that dwarfs the market average, yet its stock is being offered at a deep discount. Here is the reason for the markdown.

You may be seeing fewer demands to prove you are human on websites. But AI is changing the battle on both sides. Here’s what it stands.

Generate upfront option premium while targeting an entry on a software giant at an effective discount below the current market price.

Quietly, a merchant silicon business is emerging inside the world's largest advertising platform. The company has now started delivering its custom TPU systems directly into customer data centers. This marks a fundamental expansion of the business model, moving from selling services to selling the core hardware that powers the AI transition.

In a boost for Google stock, cloud computing chief Thomas Kurian says AI chip business is more than twice the size of its closest rival.

Google Cloud CEO Thomas Kurian said Alphabet (NASDAQ:GOOG) is seeing accelerating enterprise demand for its cloud infrastructure, artificial-intelligence products and cybersecurity offerings, citing growth in customer additions, large contracts and cross-selling across its product portfolio. Speaki

When a corporate giant appears to trade for less than the average stock after a pullback, investors must look past headline multiples to distinguish a genuine bargain from an optical distortion.

Lucid stock has cratered while rivals like Tesla and Rivian held their ground, and the company's latest financials reveal a tension between surging revenue and an alarming cash burn that puts every investor's next move under pressure.

The company called the changes the largest quality reduction in its 29-year search history, saying they favor intermediaries over local businesses

His largest position today is a bet on genomics.

Australia looks poised to claw social media back to an earlier era, if it can convince users to actually opt in. The government of Australian Prime Minister Anthony Albanese shared new legislation Tuesday that targets personalized feeds — the sticky and lucrative recommendation algorithms baked into Meta (META)'s Instagram, Alphabet (GOOGL)'s YouTube, and ByteDance's TikTok. Australia already influences social media...

Investors see Oracle's fortunes as tied to OpenAI's success, and the new ChatGPT-6 Astra model appears to be winning over users and tech experts

Qualcomm (QCOM) will provide custom-built chips and high-speed optical connectivity for the artifici

Alphabet's stock has some goofy things going on with its valuation metrics.

Google Cloud expands its enterprise AI push with Accenture, betting on forward-deployed engineers to drive adoption and overcome deployment bottlenecks.

Uber stock fell Tuesday as investors continued to debate the competitive threat of Tesla's Cybercab plans.

AWS and Google Cloud are both burning through tens of billions in capex every quarter, but only one is converting that spending into free cash flow at hyperscale margins right now. Which model actually wins when the 2027 capacity cliff arrives?

Google said it would bring an Iowa nuclear power plant back from the dead. Now, the plant's owner is getting a $1.9B loan from the U.S. Energy Department.