Notícias

Ahead of Wednesday's launch, AAPL faces a tricky mix: strong demand, rising costs, tight supply, and a premium stock valuation.

Apple quietly broke its own product release playbook, and most investors scrolled right past the announcement without realizing what it signals for the decade ahead.

Google Cloud is growing at twice the rate of Azure while GOOG trades at half the valuation multiple, and the gap between perception and reality may be the biggest opportunity hiding in plain sight among mega-cap tech stocks.

Broadcom and Marvell both just reported blowout AI chip quarters, but the gap between them runs far deeper than raw revenue numbers. Picking the right one depends on what kind of risk you are actually willing to take.

Wall Street obsesses over the hyperscalers burning billions on AI infrastructure, but one mega-cap with 2.5 billion active devices keeps getting left out of the conversation, and that oversight may be exactly where the opportunity hides.

Apple's September event promises foldable hardware and next-generation chips, but the real question is whether a company battling a memory pricing crisis and China exposure can keep its decade-long streak of rewarding patient shareholders intact.

AI's enormous financing needs are spilling into an unexpected market

Oracle has shed nearly a fifth of its value while its cloud peers climbed, and one Wall Street firm just slapped a price target on it that implies the stock needs to do something it has never done before.

The startup, valued at $5 billion, wants to build superintelligence using the same methods that DeepMind used for breakthroughs in games-playing AI.

The world’s supply of computing power is unlikely ever to catch up with AI demand, according to the boss of Nvidia partner Iren, who called the...

Yahoo Finance Executive Editor Brian Sozzi chats with Novo Nordisk CEO Mike Doustdar about the true timeline for how GLP-1s will impact the food and airline industries, and what the future of weight loss and preventative health looks like over the next decade.

Money manager Bill Ackman recently added Netflix stock to his portfolio.

Hut 8 Corp. (NASDAQ:HUT) is increasingly positioning itself as an AI infrastructure company rather than simply a Bitcoin miner, opening up potentially significant new growth opportunities as demand for power and data-center capacity accelerates. The company’s strategy is shifting away from relying primarily on Bitcoin economics and toward monetizing its power portfolio and data-center infrastructure […]

Combined bond issuance from Big Tech companies, including their special-purpose vehicles, is projected to surge to a record $320 billion this year, roughly 70% of total Treasury bond issuance. Big Tech’s Debt Load Is Exploding According to data shared by The Kobeissi Letter on X, the $320 billion figure would mark a 60% year-over-year increase of roughly $120 billion and represent nearly nine times the level seen in 2024. “We believe the AI debt boom is now driving Treasury yields higher,” the m

A senior Pentagon official said on September 3 that the Pentagon still considers Anthropic a supply-chain risk, despite comments that had suggested the dispute might ease. The military had already announced classified-AI arrangements with eight technology providers, including Amazon Web Services and Google. The conflict matters to Amazon.com, Inc. (NASDAQ:AMZN) and Alphabet Inc. (NASDAQ:GOOGL) because […]

Sept 7 (Reuters) - Indian space tech startup Pixxel said on Monday it had raised $100 million in a Series C funding round led by Singapore state investor Temasek and British space-technology venture

CNBC reported that NVIDIA Corporation (NASDAQ:NVDA) CFO Colette Kress told investors on August 26 that fiscal 2028 revenue growth will reach 70%, far above the 44% average analyst estimate tracked by LSEG, marking the company’s first-ever year-ahead revenue forecast. Applied to the roughly $396 billion consensus estimate for fiscal 2027, that guidance implies fiscal 2028 […]

Bloomberg reported that Elon Musk said Space Exploration Technologies Corp. (NASDAQ:SPCX) first AI satellites, powered exclusively by NVIDIA Corporation (NASDAQ:NVDA) chips, will launch in the fourth quarter of 2027 and reach “significant scale” in 2028, citing a post on X. Musk wrote “SpaceX, in partnership with Nvidia, has designed a space-optimized Vera Rubin NVL72 system […]

NVIDIA Corporation (NASDAQ:NVDA) biggest lingering investor concern was customer concentration, CNBC reported. Nvidia relies on hyperscalers Amazon, Google, and Microsoft, along with major buyers Meta and SpaceX, for an outsized share of revenue, and in May began splitting its data center reporting into “hyperscalers” versus everyone else, a group it calls AI clouds, industrial, and […]

Berkshire Hathaway has made Alphabet one of the top positions in its large stock portfolio this year.

Google recently unveiled Fairwind while launching Gemini 3.8 Flash as the company looks to catch up on the AI race.

Rezolve's revenue grew nearly 2,000% annually in this year's first half, but investors have questions about the business's outlook.

NVIDIA Corporation (NASDAQ:NVDA) has officially committed billions on AI developer platform Hugging Face for a $12.9 billion. The deal signifies the chipmaker’s move beyond hardware and up the AI stack. The AI chipmaker buying the open-source model hub millions of developers are already using reads differently when compared to Broadcom’s earlier forecast to double its […]

I bought the dip in both Oracle and NuScale. Here's why.

CrowdStrike Holdings (NasdaqGS:CRWD) announced a broad set of AI security products and deeper integrations across the cybersecurity and enterprise AI ecosystem. The company introduced tools such as Falcon Guardian, Agentic Identity Provider and real-time supply chain protection to cover AI agents, data pipelines and software supply chains. CrowdStrike expanded partnerships with OpenAI, Google, Anthropic, NVIDIA, Rubrik, Fortanix, EY and others to embed its Falcon platform into emerging AI...

Amazon stock has underperformed the S&P 500 over the last five years, but the company has incredible strengths.

Investing.com -- Here are the biggest analyst moves in the area of artificial intelligence (AI) for this week.

Gabelli Investment Management Firm recently released its “Global Content & Connectivity Fund” second-quarter 2026 investor letter. A copy of the letter can be downloaded here. The Fund delivered a strong second quarter of 2026, with its Class I shares gaining 12.88%, more than double the 6.02% return of the MSCI AC World Communication Services Index, […]

Apple, which was seen as an "AI laggard," is outperforming the hyperscalers this year. Can AAPL stock continue its outperformance?

Unrealized gains are lovely when they happen, but they can also turn into unrealized losses.