Notícias

In July 2026, IREN Limited announced it had secured US$2.80 billion in new multi-year AI cloud services contracts with customers including Microsoft, NVIDIA, and several AI developers, lifting its 2026 AI Cloud annualized run-rate revenue target to more than US$4.00 billion, about 85% of which is now under contract. A key feature of these agreements is sizable customer prepayments covering roughly 45% of related GPU capital expenditure, which, together with IREN’s US$7.60 billion cash...

NVIDIA (NASDAQ:NVDA) used its 2026 SIGGRAPH Research Keynote to outline a broad push to combine computer graphics, simulation and artificial intelligence, including a new DLSS 5 technology for real-time rendering, advances in AI-assisted physics simulation and new additions to its Cosmos world found

The chipmaker is forecasting rapid growth from its data center business, but owning a piece of that future comes at a steep price and with significant execution risk.

XLK's expense ratio looks almost free, but the fee that will actually hurt your portfolio never appears on the factsheet. Before you add another tech position, check what you are quietly paying twice for.

Nebius remains one of the most intriguing AI infrastructure companies, but there are risks to watch out for.

The crypto mining sector was on fire that trading session.

<p>Looking to diversify your U.S. equity-centric portfolio? Emerging markets are touted as one of the best solutions, but these days they’re strikingly similar in tech concentrations to U.S. funds. Pictet’s Young Jae Lee offers a different perspective and approach to EM investing with genuine diversification via the RISE ETF on this week’s Behind the Ticker. </p>

It shouldn't be the bulk of your portfolio, but the right ETF can be a good complement.

While everyone piles into the same recycled tech and AI ETFs, one overlooked niche fund is quietly outpacing them all by tapping into a geopolitical crisis most investors have already forgotten about.

Two peer companies announced very lucrative new contracts.

A fresh era of earnings growth may be on the horizon.

The company beat on revenue but fell short on earnings.

A federal judge ordered a temporary halt to a major Hollywood merger.

Scott Melker discusses Trump Media's proposal to charge institutional traders $100,000 a month for early access to Truth Social posts, warning that retail investors will likely get front-run and lose money trying to trade on the news. "The Daily Wolf with Scott Melker" airs every day at 12:00 p.m. Tune in for your daily dose of all things crypto.

Ryanair's CFO just warned that several European airlines may not survive the coming winter, and he thinks that spells opportunity rather than crisis for his carrier. The reasoning behind that confidence reveals a cost structure gap so wide it barely seems like the same industry.

Microsoft has been one of the worst large-cap tech stocks of 2026. While Nvidia kept climbing and the broader market recovered from its early-year lows, Microsoft went the other direction. The stock has shed roughly a fifth of its value this year, even as Azure kept growing and the AI business kept ...

Wall Street still prices Amazon like a retailer, but one shareholder keeps accumulating shares for a reason most investors have not yet connected to the ticker. The answer involves silicon, and it changes the entire valuation conversation.

The AI memory boom may last longer than past cycles, but history warns investors not to mistake it for a permanent supercycle.

The streaming stock recently hit a new 52-week low.

Micron and Sandisk have tumbled since the calendar flipped to July.

The warehouses of computer servers powering artificial intelligence are growing so fast that their electricity appetite is beginning to reshape household budgets. The CEO of the company supplying most of the hardware in those facilities just laid out a projection that makes the current ...

Dow Jones Futures: Trump sparked losses Monday after he said Iran "will pay" for killing American soldiers. SpaceX and Tesla sold off.

The facility begins partial operations as Z.AI expands AI infrastructure and targets enterprise growth.

China's AI startup plans global expansion after a record funding round valued above $50 billion.

Coca-Cola is winning today, but PepsiCo's higher dividend, cheaper valuation, and turnaround catalysts could make it the smarter long-term buy for income investors.

Drugmaker deploys NVIDIA DGX SuperPOD with Vera Rubin systems to accelerate medicine discovery.

Data center demand may deliver better earnings results

Yahoo Finance Tech Editor Dan Howley joins Market Domination to discuss AMD (AMD) new Helios AI rack server platform and how the chipmaker is ramping up its challenge to AI leader Nvidia (NVDA).

ServiceNow Inc (NYSE:NOW) is down roughly 28% this year because investors are panicking about AI destroying SaaS. But Reddit value investors think this is exactly the setup Peter Lynch loved. Buy quality companies when fear crushes the stock. Hold while fundamentals stay solid. Wait for fear to fade. Then profit. Despite market fears about AI, […]

The shares of Hut 8 (Nasdaq: HUT), a Bitcoin miner that has been expanding into artificial intelligence (AI) infrastructure, jumped as much as 14% on July 20 after the firm signed a $9.8 billion lease that fully commercializes its massive Texas data center campus. The 15-year deal covers the second ...