Notícias

The more this stock deflates, the better the long-term potential becomes.

The chip slide has created a buying opportunity for momentum investors. But there’s more to momentum than tech and AI.

Amazon (AMZN) reported second quarter results on Thursday after the closing bell, with revenue coming in at $200.60 billion (compared to analyst estimates of $197.01 billion). Yahoo Finance Senior Business Reporter Ines Ferré takes a closer look at the breaking numbers.

Amazon stock jumped after the e-commerce and cloud-computing giant reported second-quarter results. The closely-watched Amazon Web Services business grew 37% to $42.4 billion. Analysts were forecasting 31.3% growth for AWS prior to the report.

Year-over-year revenue growth for Amazon Web Services came in at 37% for the second quarter as AI drives computing demand.

One generates $3.7 billion in free cash flow with a 12% net margin; the other burned $460 million last year and trades at a 78x P/S ratio.

Power management chips maker Monolithic Power Systems (NASDAQ:MPWR) reported Q2 CY2026 results beating Wall Street’s revenue expectations, with sales up 47.6% year on year to $980.6 million. On top of that, next quarter’s revenue guidance ($1.15 billion at the midpoint) was surprisingly good and 16.5% above what analysts were expecting. Its non-GAAP profit of $6.50 per share was 10.5% above analysts’ consensus estimates.

Amazon.com topped market expectations for quarterly cloud revenue growth on Thursday on the back of surging enterprise AI spending, signaling the company's hefty investments ‌were bearing fruit. Revenue at its cloud computing unit, Amazon Web Services, jumped 37% ‌to $42.2 billion in the second quarter ended June 30, compared with analysts' consensus estimate of a 31.21% increase, according to ​data compiled by LSEG. Amazon said it burned $7.6 billion of cash on a trailing twelve months basis in the second quarter, compared to $18.2 billion in free cash flow a year earlier.

The Nasdaq Composite led gains, up 2.8%, while the S&P 500 rose 1.7%. "Typical snap back day after an exagerated Fed Day move," Carson Group's chief strategist Ryan Detrick said, nodding to tech leading gains. Tech stocks were more than pulling their weight, leading the climb higher.

Lam Research forecast quarterly revenue and earnings substantially above expectations as AI investment increased chip-equipment demand.

Chevron is benefiting from higher oil prices while pursuing new growth opportunities in Iraq, Venezuela, Argentina, and power generation for AI data centers.

Samsung's memory-supply warning strengthened expectations that tight industry capacity could continue supporting chip prices.

Arm reversed its initial after-hours decline as AI demand outweighed expectations for weaker smartphone royalties.

Samsung's shares ended lower as investors questioned whether record memory margins and costly AI spending were sustainable.

One powers AI data centers with explosive growth but customer concentration risk; the other feeds defense spending with steady demand but negative cash flow.

Yahoo Finance Markets and Data Editor Jared Blikre takes a closer look at whether stock buybacks enacted by Big Tech names are starting to dry up as these companies begin to spend more on AI.

Amazon's forthcoming results will test whether accelerating AWS demand can justify its enormous artificial-intelligence infrastructure budget.

Intel shares soar as TSMC takes on its AI chip packaging technology

Microsoft's cloud growth and continued infrastructure expansion helped semiconductor stocks rebound from a five-session decline.

Starbucks raised its annual sales and earnings outlook after comparable growth and margins exceeded expectations.

The booming demand for server CPUs and AMD's solid market share suggest that this chip designer still has multibagger potential.

AMD's 2.5-gigawatt infrastructure agreement could expand the capacity available to customers deploying its artificial-intelligence systems.

Oracle is riding a double wave today: a deeper Google partnership and Microsoft's blockbuster cloud earnings.

Microsoft and Meta just confirmed what AI infrastructure bulls wanted to hear: Demand for compute isn't cooling off.

Silicon Motion crushed earnings and opened up 34%. Then investors remembered the stock had already tripled this year.

(Updates with index/price moves, macroeconomic data, and company/geopolitical news from the first pa

Booking's 20% net margins and $9.1 billion free cash flow contrast sharply with Shopify's 30% revenue growth but higher valuation multiples.

IBM Takes Another Step in Quantum Computing

AST SpaceMobile burns cash to build satellites while Lockheed Martin generates billions, but one valuation gap hints at where growth investors should look.

VLO Q2 earnings surge on stronger refining margins and gains in renewable diesel and ethanol, which lift profits and cash flow.