Notícias

The S&P 500 keeps setting records, but strip away two stocks and the picture underneath looks nothing like a healthy bull market. What Bespoke Investment Group's latest earnings data reveals about who is actually driving this rally should change how you think about your index fund.

For the last few years, Wall Street has obsessed over Nvidia's revenue concentration from artificial intelligence (AI) hyperscalers.

South Korean chipmaker SK Hynix said Thursday it will begin volume production of next-generation HBM4E chips at its Indiana facility in the third quarter of 2029, as CEO Kwak Noh-Jung warned the current memory shortage will persist through 2030. Billion-Dollar...

Earlier this year, Astera Labs, Inc. (ALAB) was highlighted for significantly outperforming its Computer and Technology peers, supported by improved earnings estimate trends and a top Zacks Rank of #1 (Strong Buy). This shift in analyst expectations and sentiment suggests the market is increasingly focused on Astera Labs’ earnings power as a core part of its AI connectivity story. Now we’ll examine how this stronger analyst sentiment around Astera Labs’ earnings outlook could reshape the...

Microsoft had the early AI lead, but Oracle is quickly turning itself into a serious AI contender.

Elastic N.V. recently reported fiscal first-quarter 2027 results, with revenue rising to US$478.11 million and net loss narrowing to US$16.73 million, while also issuing guidance that points to continued revenue growth through fiscal 2027. Alongside the earnings beat and raised outlook, Elastic highlighted growing enterprise adoption of its AI-powered search and cloud platform, and disclosed that non-executive director Caryn Marooney will step down after her term ends in October...

Meta is quietly testing robots inside its data centers, and at least one employee believes physical workers are no longer safe from automation. The experiment hints at a much larger shift in how AI spending could reshape labor costs across the entire economy.

Chevron is getting in on the AI boom with its recent long-term energy agreement with Microsoft.

Two nearly identical Vanguard growth ETFs are posting returns that differ by five full percentage points this year, and the cheaper one is losing. The reason has nothing to do with fees.

The stock market's sluggish summer heads into September focused on the Fed's mid-month rate policy meeting.

Electronic Arts has entered a multi-year €250 million licensing agreement with Germany's Bundesliga, securing rights to all 36 clubs across the top two leagues for authentic use of images, logos, and player likenesses in its football games. This deal deepens EA's access to officially licensed German football content, potentially reinforcing the appeal of its football franchise against competing titles. We'll now examine how locking in full Bundesliga rights could influence Electronic Arts'...

Microsoft has an Accumulation/Distribution Rating of A+, the highest in the enterprise software industry group.

AGCO has recently showcased a wave of new tractors, planters, combines and precision agriculture technologies across its Fendt, Massey Ferguson and PTx brands at the 2026 Farm Progress Show in Boone, Iowa, emphasizing a Farmer-First focus and mixed-fleet retrofit and autonomy solutions. The breadth of these launches, from modular narrow-row planters and upgraded tractors to new PTx autonomy and seed-orientation systems, highlights AGCO's push to deepen its role in higher-value precision...

Research Solutions (NASDAQ:RSSS) outlined its strategy to expand its scientific research platform through artificial intelligence integrations, while continuing a multiyear shift toward higher-margin subscription software revenue. Chief Executive Officer and Chairman Roy Olivier said the company pr

Microsoft Corporation (NASDAQ:MSFT) quietly disclosed a number that changes the scale of its OpenAI relationship. In its fiscal 2026 10-K, Microsoft said it recorded $24.1 billion of revenue from commercial arrangements with OpenAI, including revenue-sharing payments. It also had $6.0 billion of accounts receivable from OpenAI at June 30. The number is huge. The missing […]

The video-call giant is generating far more cash than the average company, yet the market is treating it like a business in decline. Here’s the offer on the table.

The software giant's stock has a powerful business engine behind its long-term trend, but a rapid run-up back toward all-time highs forces investors to ask if the price of admission is still worth paying.

The market is paying a premium valuation for a company delivering modest operational growth, betting that a major turnaround is just around the corner.

A creative software titan is trading at a steep discount, but a major strategy shift has investors wondering if the price is a bargain or a breakdown.

At $314.58, Apple (AAPL) looks set up for roughly 38% of upside over the next three years under a conservative scenario. Not a moonshot, but enough to matter if the math holds. Revenue compounding does all the work, because the scenario holds the multiple flat at today's level rather than assuming any re-rating. Here is the operational reality the math is built on.

This is a hyper-growth chapter for Palantir Technologies. The company now provides a complete sovereign AI stack, with its AIP platform as the core engine for government and commercial clients.

A one-session jump that its application software peers largely shared says less about Figma than the products it is not yet billing for.

A single-session gain that looks like a verdict on the company's acquisitions arrived with its rivals repricing alongside it, which leaves the company's own test still ahead.

Microsoft and other titans lifted the major indexes for the week, masking declines for small caps and many sectors as yields jump.

Intuit's growth came from its existing customers paying more, and the new guide is what winning back volume costs.

Market Domination's Josh Lipton talks with Pasqal (PSQL) CEO Wasiq Bokhari about the quantum computing company going public and how it will invest the $360 million in cash that it gained via a SPAC merger.

Neocloud Lambda has raised $1B in private debt to buy Nvidia AI chips and lease them to Microsoft. It's the latest in a string of loans, underscoring the high cost of the AI boom.

Anthropic has secured its eighth major compute corridor, committing to a $45 billion, six-year rental agreement with Nscale. The deal grants the AI firm access to approximately 460 megawatts of capacity at the Monarch Compute Campus in Mason County, West Virginia. While Anthropic declined to comment on the arrangement, the deal was confirmed by CNBC, […]

Tech stocks were lower late Friday afternoon, with the State Street Technology Select Sector SPDR ET

Microsoft just posted one of the strongest months in mega-cap tech, but the timing raises a question that cuts both ways for shareholders sitting on fresh gains.