Notícias

Record bookings are not near-term revenue, and the spending needed to serve them lands first.

The software giant's last six dividend increases all fell between 9% and 11%. But what will this year's raise look like?

IREN's co-CEO just made a bold claim about how the company funds its massive fiscal 2027 buildout without a big equity raise, and the market is reacting while peers like TeraWulf head in the opposite direction.

Since Tim Cook took over as Apple's CEO in 2011, the iPhone maker's stock has soared more than 2,200%. Annualized, that gives investors a price move of about 23.5% a year, more than twice the annual gain of the Dow industrials and easily more than the S&P 500 and Nasdaq composite.

Tech stocks were slightly lower Monday afternoon, with the State Street Technology Select Sector SPD

Much of the stock's five-year return really is its own story, and the stock still amplifies the market in both directions.

IREN targets over $4B in ARR by December, but late-quarter capacity additions push most revenue gains into March 2027.

Big spending on AI is poised to continue well into 2027.

US softline retailers should continue to benefit from the ongoing artificial intelligence boom, thou

Most of the increase in the full-year outlook comes from two deals that have not closed, so the jump says more about what investors stopped believing than about what changed in the numbers.

Wall Street keeps punishing Amazon every time AI capex headlines hit, and one investor keeps buying the dip. The reason has nothing to do with quarterly earnings and everything to do with a number most analysts are not talking about.

Okta expands AI-agent security and identity governance as enterprise adoption grows, while Microsoft and CrowdStrike intensify platform competition.

ADBE's CXO momentum accelerates as AI-first ARR surges, agentic adoption expands and ecosystem partnerships deepen amid fierce enterprise competition.

Nvidia invests $3.5 billion into Taiwanese chipmaker MediaTek. The deal shows how Nvidia plans to stay essential to AI infrastructure as Big Tech begins to build its own AI chips.

The agent platform and the pricing choice behind the surge were both on the record before the reported results caught up.

Okta surged after strong Q2 results, with accelerating bookings, enterprise demand and AI-agent security boosting its growth outlook.

Elon Musk built SpaceX into a rocket empire and Starlink into a global network, but his AI ambitions may now be dragging both down. What happens when a billionaire who hates losing refuses to stop betting on a hand that keeps coming up short?

Tim Cook moved billions of iPhones and doubled Apple's slice of the S&P 500, yet one looming question about his legacy may overshadow all of it: did sitting out the AI arms race save Apple or doom it?

Investing.com -- Leading chip companies at this year’s Hot Chips conference identified a shared engineering priority — maximizing computing performance within fixed power constraints, according to Barclays.

Humans process and synthesize content differently than agentic bots, requiring simplified content necessary so bots can interpret it more easily, which makes the word "innovation" in Nina Gould's title at Forbes so interesting.

Two AI infrastructure companies just reported earnings that look nothing alike, and the worse-looking quarter might belong to the better buy.

Steve Ballmer, the former Microsoft CEO, has added more than $10 billion to his net worth this year as the stock rebounded to $513 after falling as low as $348 earlier in the year. That has pushed his net worth...

AWS just posted its fifth straight quarter of accelerating growth while Amazon's advertising and AI businesses quietly crossed thresholds that Wall Street has not fully priced in yet. Here is what the numbers actually signal about where shares go next.

CoreWeave's Rescale expansion opens access to AI-optimized infrastructure for demanding HPC and engineering workloads.

WeRide, a global autonomous driving company, was recently added as a constituent of the HKEX Tech 100 Index following the latest quarterly review, with the change effective from September 14, 2026. This index inclusion highlights WeRide’s positioning in Physical AI and could broaden its visibility among institutional investors that track or reference the HKEX Tech 100. We’ll now examine how WeRide’s HKEX Tech 100 inclusion could influence its investment narrative anchored in autonomous...

The new month, historically the worst for the stock market, hasn’t quite started yet but it’s already looking like being fraught with risk. The market is getting more confident that the Federal Reserve will hike interest rates on Sept. 16, even if Federal Reserve Chairman Kevin Warsh didn’t quite say as much in his Jackson Hole speech Friday. Oil prices aren’t helping, rising above $90 a barrel after the U.S. attacked Iran over the weekend.

A respected analyst just slapped a Street-high price target on a stock that cratered after reporting a $684 million loss, and the reasoning has Wall Street genuinely divided on whether this is the buying setup of the year or a value trap in disguise.

Apple's (AAPL) Mac mini and Mac Studio computers are selling well because they are well-suited to ru

AEIS is a leader in precision power conversion, measurement, and control solutions riding two of the strongest spending cycles in tech: AI data centers and advanced semiconductor manufacturing.

Microsoft stock has rebounded in the past couple of months, but is it still a good pick?