Notícias

Azure just crossed $100 billion and commercial bookings are stacking up at a pace that redefines what valuation ceiling even means for a company this size. The math toward an unprecedented market cap milestone is closer than most investors realize.

Amazon is pouring hundreds of billions into AI infrastructure while free cash flow turns negative, yet something unexpected is showing up in its retail data that suggests this spending may be doing far more than powering cloud servers.

Workday beats fiscal Q2 estimates as subscription growth, expanding margins and surging AI adoption drive results and a higher full-year margin outlook.

MercadoLibre's 14% three-month rally reflects ecosystem strength, but margin pressure and premium valuation temper near-term upside.

InterDigital's solid second-quarter results, record recurring revenues, Amazon licensing deal and raised 2026 outlook strengthen its growth prospects.

Amazon is expanding its European wind power portfolio as rapidly growing AI and data center operations drive electricity demand higher.

Anthropic’s Claude generated an estimated $97.2 million in mobile consumer revenue in July, up nearly 1,200% from $7.5 million in January, according to exclusive estimates from AppMagic provided to Benzinga.OpenAI’s ChatGPT still dominates the mobile market, with estimated July revenue...

Futures wavered while Treasury yields rose before Fed chief Kevin Warsh's Jackson Hole speech. Marvell, Affirm, PayPal are big movers.

Meta Platforms (META), Paramount Skydance (PSKY) and other companies with close ties to President Do

Some investors have worried about increasing competition.

Marvell stock was falling Friday but its earnings and Nvidia's report suggest the AI trade has plenty of momentum.

When it comes to a capital spending bubble, the trick isn’t dancing when the music is playing, but knowing when it’s time to sit down. The scale of AI capital expenditures has been astounding. Since the start of 2024, roughly $500 billion has been spent on chips, $350 billion on power infrastructure, $200 billion on construction, and $100 billion on networking.

Elon Musk recently predicted $1 trillion in annual SpaceX revenue by the end of the decade. He sees a much higher number by 2033.

The majority of US companies holding $100 billion in potential tariff refunds haven't pledged to ret

Amazon. com Inc. (NASDAQ:AMZN) has entered into long-term agreements to purchase electricity from four wind farms in Sweden as the company expands its data centre capacity in the country, Bloomberg reported on Friday.

Kohl's is now offering same-day delivery through DoorDash to help customers get products quickly.

↘️ Marvell Technology (MRVL): The semiconductor company reported higher revenue and earnings and lifted its guidance for the current and upcoming fiscal years. Still, shares sank premarket, in the latest example of the high expectations that investors have for companies tied to the AI boom.

Amazon-backed (AMZN) Anthropic considered purchasing AI chip startup MatX for approximately $7 billi

Thiel is one of the great tech innovators of the modern era, having co-founded companies such as PayPal and Palantir.

Google-related revenue is expected to become a much bigger contributor for Marvell in fiscal 2029, the chipmaker said.

Amazon-backed (AMZN) Anthropic won a court challenge against the US Department of Defense after a fe

The South Korean company strengthens its position in the global robotaxi supply-chain.

Microsoft and Amazon have both soared since Q2 wrapped up.

Tech firms are courting Democrats and hiring advisers to prepare for potential investigations if Republicans lose control of the House.

After a sharp pullback, one of the world's most dominant companies is trading at a steep discount to the market, forcing investors to decide if they are looking at a bargain or a warning sign.

A powerful business engine has fueled this data stock's long-term run, but a recent pullback forces every investor to ask if the ticket price already accounts for the journey ahead.

The ETF milestone challenging the S&P’s biggest names

The near-term setup for Marvell Technology Inc. (NASDAQ: MRVL) looks promising. Marvell has already delivered another beat-and-raise Wall Street was looking for, but the more compelling story is what could unfold over the coming years. The company’s second-quarter ​sales rose 37% to $2.74 billion, beating estimates ​of $2.71 billion, while adjusted profit came in at 94 […]

SpaceX would be right at home among the "Magnificent Seven."

The AI boom is pushing revenue forecasts sharply higher. Nvidia could get there a year earlier—and Amazon could beat them both. “And it’s probably also worth mentioning that our internal projections for reaching $1 trillion in revenue… have moved up from 2031 to 2030,” said Musk on SpaceX’s inaugural earnings conference call on Aug. 4.