Notícias

The useful question for a holder is not which way this breaks, but how much of the position the priced band puts in play.

Michael Burry disclosed a short position in Nebius Group that was initiated at $211.77 per share.

Adobe has deliberately traded near-term recurring revenue for free users, and the option chain is charging for the uncertainty that leaves behind.

Intel just chose to sell $15 billion worth of its own stock rather than borrow more money, and shareholders are already paying the price. The question hanging over the entire AI infrastructure boom is whether anyone building it will ever generate enough cash to justify the cost.

The only fresh operating news of the week does not come online for another two years.

Michael Burry just doubled down on his bearish AI bets even as semiconductors roar back, but one short in his portfolio stands out as a head-scratcher that may reveal a flaw in his entire thesis.

Salesforce's 17% drop reflects broader software pressure, but resilient growth, rising AI ARR and a lower valuation offer reasons to hold CRM.

The deal values Lancium, which owns the first operational Stargate site in Abilene, Texas, at around $10 billion

Oracle shares have shed a third of their value since last December, yet something in the company's latest earnings report has one investor hitting the buy button harder than ever before.

Software is eating the world, and virtually no business is left untouched by it. The undeniable tailwinds fueling the industry have also led to strong returns for SaaS stocks lately as they’ve gained 30.3% over the past six months, outpacing the S&P 500’s 10.9% rise.

Is IREN a good stock to buy? We came across a bullish thesis on IREN Limited on Compounding Your Wealth’s Substack by Sergey. In this article, we will summarize the bulls’ thesis on IREN. IREN Limited’s share was trading at $37.93 as of August 6th 2026. IREN’s trailing and forward P/E were 47.82 and 136.99 respectively according […]

Recent price move and context for CPI FIM CPI FIM (BDL:ORCL) shares recently closed at €0.75, with the stock down over the past day and past 3 months but higher over the past month. Investors may reassess this Luxembourg based real estate owner’s risk and return profile. See our latest analysis for CPI FIM. Set against a weaker year to date share price return of 25% and a 1 year total shareholder return decline of 21.88%, CPI FIM’s recent 6.38% 1 month share price gain hints at stabilising...

Oracle (NYSE: ORCL) and Google Cloud are expanding their partnership to bring Google's Gemini AI models into Oracle's enterprise applications. The collaboration will make Gemini's multimodal AI tools available across Oracle's cloud and business software stack. Enterprise customers are expected to gain more options for building AI powered workflows and analytics on Oracle's platforms. Oracle is far from the only stock tied to the build out of AI capabilities across software and...

Tech giants are pouring hundreds of billions into AI while quietly gutting the workforces that built them, and the labor data reveals a layoff rate that dwarfs anything seen during the 2008 financial crisis or the dot-com bust.

AMD's Data Center business just posted 57% year-over-year growth, but whether that momentum can carry a $5,000 investment to a meaningful return by 2031 depends on three drivers and three risks that pull in opposite directions.

The cloud infrastructure giant still has a bright future.

Yahoo Finance host Jared Blikre and The Wealth Consulting Group Chief Market Strategist Talley Léger discuss market leadership shifting from tech concentration to diffusion, explaining why investors must take a 'leap of faith' on massive AI capital spending by tech hyperscalers like Alphabet (GOOG), Meta (META), and Microsoft (MSFT).

Burry sees leverage building beneath soaring cloud demand

Michael Burry has been building short-semiconductor-book lately. I covered his Micron short, his Caterpillar bet, and his SOXX position. His pattern has been consistent. He first identifies a narrative the market treats as infallible, finds the structural vulnerability underneath it, and waits. ...

Oracle Corp. stock fell more than 3% in Thursday’s premarket session as investors reassessed the software giant’s aggressive AI spending strategy amid a mixed broader market. Nasdaq futures slipped 0.4%, while S&P 500 futures edged up 0.2%. The decline comes...

Beyond GPUs, AI's next winners may emerge across networking, software and quantum as investment broadens and governments boost next-gen computing.

Oracle Corp (NYSE:ORCL, XETRA:ORC)'s price target was cut to $245 from $285 by UBS, which maintained its 'Buy' rating on the stock while citing risks around rising AI infrastructure spending, returns on invested capital, credit markets and Oracle’s exposure to OpenAI. The analysts wrote that...

The offering follows Alphabet's first-ever negative free cash flow and a second capex hike

The risk to Microsoft stock is not demand but what serving that demand now costs, and the company's own outlook already points margins lower.

AMD posted record Q2 results, but high expectations overshadowed one of the strongest quarters in its history.

The build-out that dented gross margin has not stopped the operating line from widening, and that is the number the selling appears to discount.

Google's parent is seeking as much as $25 billion in another bond sale as infrastructure spending accelerates.

The state’s light regulation and low taxes are luring dozens of big companies. It’s also setting up a water crisis and a “race to the bottom” in shareholder protections.

Oracle’s AI business is booming, but investors are increasingly focused on the cost of turning record demand into real profits.

The options market is pricing a vast range of outcomes for the creative software giant, and if you hold the shares, you are already exposed to the full ride.