Notícias

Berkshire Hathaway recently shifted from being a net seller to a net buyer of stocks under CEO Greg Abel, ramping up purchases including a roughly US$38.00 billion Alphabet stake and acquiring homebuilder Taylor Morrison for about US$6.80 billion. This repositioning concentrates more of Berkshire’s vast portfolio in technology, AI-adjacent infrastructure, and interest-rate‑sensitive housing, marking a clear evolution in its capital allocation playbook after Warren Buffett’s long...

Cloud computing providers make for great investments in the AI era.

Bank don't necessarily thrive amid low interest rates.

A federal judge on September 2 declined to force Google to sell major pieces of its advertising technology business, choosing conduct remedies instead. The decision reduced the immediate threat of a structural breakup while still requiring changes to how Google operates parts of its ad stack. Alphabet Inc. (NASDAQ:GOOGL) investors gained clarity, but not a […]

Newly reported records put dollar figures on power infrastructure for Google’s West Memphis data center, but Entergy says the first $716 million headline understated the full economics. Reports identified $526 million toward the Cypress Solar project and $190 million for transmission. Entergy later argued that the $526 million figure reflected only the upfront payment and […]

Marvell raised its annual forecasts on August 27, yet its shares fell as investors focused on the timing of revenue from a custom AI-chip relationship with Google. Management said material Google revenue was not expected until fiscal 2029, even though its outlook already included some contribution and the longer opportunity could be substantial. Marvell Technology, […]

Alphabet Inc. (NASDAQ:GOOGL) and Adobe Inc. (NASDAQ:ADBE) are different firms whose businesses overlap. While the former is one of the largest technology companies in the world, the latter is primarily a productivity software provider that enables customers to work with documents, images and other mediums. However, the age of AI has made it difficult for […]

Despite posting strong quarterly results this week, Broadcom stock is down almost 15% over the last month and more than 25% below its all-time high reached in June.

The portfolio looks diversified. Cramer says look again

Tesla Inc. CEO Elon Musk has backed the Cybercab ahead of its launch event in Austin, Texas, as the EV maker looks to expand its Robotaxi network. A Storm Of Cybercabs In a post on X in the early hours...

A new bill aims to secure U.S. supply chains and elevate the Commerce Department to lead national quantum policy.

Morgan Stanley raised its Broadcom stock price target to $505, citing surging AI chip demand and Hock Tan’s bold revenue outlook.

A historic split challenges the market's most powerful leadership trade

Voice features reach Gmail, Docs and Keep, but the enterprise rollout still waits.

Hyperscalers are signing multi-year leases at a pace that is rewriting the income playbook, and three REITs are quietly collecting the rent on every server warehouse in the deal. The question is which one fits a portfolio built for the long haul.

Jim Cramer is calling the Magnificent Seven a generational buying opportunity, but the argument only holds for some of them, and getting that distinction wrong is an expensive mistake.

Energy prices remain sensitive to Middle East risks, which keeps inflation in focus and puts even more attention on companies building smarter, more efficient systems powered by artificial intelligence. That creates a potential opening for investors who want exposure to the tools that help businesses do more with less. This article looks at three stocks from our AI-focused screener that show how different parts of the AI stack are evolving. The three stocks below are only a sample from this...

NVIDIA, Amazon, Palantir, Dell and Fortinet stand out as founder-run companies with strong vision, innovation and long-term growth drivers.

The start-up nuclear company NuScale is applying specialized AI tools to its own workflows.

On August 3, Commvault (NASDAQ:CVLT) plugged Google’s threat intelligence directly into the recovery workflows customers use after a cyberattack, a small-sounding update that says a lot about where the company is headed. It is less interested in simply storing copies of your data than in deciding, automatically, whether that data is safe to restore. The […]

Quantum computing may be a ways out, but it's not too early to position your portfolio to benefit.

International Business Machines (IBM) used to hand investors a single number that made its AI push easy to check: the running dollar value of the generative-AI work it had won. That number is missing from the July 2026 call, though generative AI still turns up in the Consulting numbers. Where the figure went, and what management counts instead, is the more useful question.

Adobe (ADBE) has lost 18% over the past twelve months while the S&P 500 returned 21%. The underlying driver is strategic: Adobe is intentionally directing more top-of-funnel users toward freemium experiences rather than upfront paywalls, and it is managing that transition alongside leadership changes, with an interim CFO in place and Anil Chakravarthy set to succeed Shantanu Narayen as CEO on December 1, 2026.

Alphabet (GOOGL) stock has slipped about 8% over the past three months, even as revenue growth accelerated to 24% year over year in the second quarter of 2026. What changed is the bill. Capital spending guidance for full year 2026 has been raised to $195 billion to $205 billion, and free cash flow turned negative in the quarter. The bull case points to the cloud segment for relief, but Cloud’s expanding margins cannot shoulder a company-wide capital bill on their own.

Nvidia (NASDAQ:NVDA) is investing billions across an AI industry that ultimately buys its chips. Prominent economist Tyler Cowen says that could make the boom more durable, not prove it is a bubble.“You can think of Nvidia as a kind of...

Aurora Innovation (AUR) trades at about $6.30 a share, a market value of about $12.5 billion, on $2 million of revenue in the second quarter of 2026. The stock trades at 2,498 times trailing twelve-month sales against 3.2 for the S&P 500. The multiple is not measuring anything. What you are buying is a truck count and the rate each truck earns.

The average analyst fair value estimate for Eos Energy Enterprises has shifted from about US$7.89 to about US$6.67, signaling a reset in how price targets are lining up with current assumptions. This move reflects research that balances enthusiasm for the company’s Z3 projects, manufacturing plans, and large commercial pipeline against concerns about dilution, execution at the Thorn Hill facility, and broader renewables risks. As you read on, you will see how this evolving narrative could...

Every quarter Wall Street warns that Alphabet's AI spending will finally crack the business, and every quarter the company hands back a receipt that says otherwise. Here is why one investor keeps adding shares despite the loudest capex alarm bells in the sector.

SNOW stock jumps 16.6% after Q2 second-quarter results as AI adoption, enterprise growth, and higher product revenue guidance fuel momentum.

Microsoft stock is trading slightly higher this year despite the company’s massive capex. Wall Street believes those investments will pay off.