Notícias

The stakes for Tesla's Cybercab event scheduled for Thursday are higher than for past product demos, according to Morgan Stanley.

By Jody Godoy Sept 2 (Reuters) - Alphabet's Google escaped a breakup of its advertising technology business on Wednesday, when a judge in Virginia rejected U.S. antitrust enforcers' bid to force a

BlackRock Inc. (NYSE:BLK) Global Chief Investment Strategist Wei Li says artificial intelligence remains in the first stage of a much longer transformation, even as Amazon.com Inc. (NASDAQ:AMZN), Alphabet Inc. (NASDAQ:GOOGL) and Microsoft Corp. (NASDAQ:MSFT) plan nearly $600 billion in combined...

Microsoft just staged one of its sharpest recoveries in years, but a single unanswered question about its $115.9 billion spending spree will decide whether that momentum holds or collapses under its own weight.

Sundar Pichai promised a flagship AI model in June, prediction markets already declared it dead by August, and Google just shipped something else entirely. What that substitution reveals about DeepMind's internal chaos and Alphabet's cloud ambitions is the story investors are missing.

Apple, Amex, and Alphabet are three of Warren Buffett's favorite stocks.

Jim Cramer celebrated a blockbuster Google deal as proof that Marvell's CEO scores again, but the stock just shed nearly 10% after the earnings call revealed something the headline never mentioned.

Marvell and Broadcom both rode the AI wave to blowout quarters, but the businesses behind the tickers are built on completely different gambles, and only one of them offers a cushion if a major hyperscaler changes course.

MANGOS is emerging as the next AI-focused tech basket, with several ETFs filed to capture the group's potential growth.

MSFT's Saudi datacenter launch and $175 billion 2026 capex plan highlight how its AI infrastructure push is reshaping growth and capacity.

Eos Energy Enterprises (NASDAQ:EOSE) shares rose 12% on Wednesday following the announcement of a collaboration with MN8 Energy and Google for a solar and energy storage project in West Virginia. The project will combine 86 MW of utility-scale solar generation with 10 MW/100 MWh of Eos’ Z3 zinc-based long-duration energy storage and 70 MW/280 MWh of lithium-ion battery storage.

NVIDIA, Micron, SanDisk and Lam Research offer four ways to ride the AI data center boom across chips, memory, storage and equipment.

AWS just posted its fastest growth in 18 quarters while Amazon burns through billions in capex, and that tension is exactly what makes the next 12 months so pivotal for shareholders.

Though Wall Street analysts expect around 70% earnings growth this year and next, the stock is down 30% from its all-time high in June.

Alphabet Shares Climb as Google Prepares New AI Model to Challenge Anthropic

Investing.com -- Berkshire Hathaway's Chief Executive Greg Abel said Wednesday the company sees opportunities for its energy business from the expansion of AI data centers, following the conglomerate's $10 billion additional investment in Alphabet three months ago.

Tesla stock was quiet ahead of its Cybercab event in Austin, Texas. Shares of the electric-vehicle maker were down 0.2% in premarket trading at $355.30, while and futures were down 0.2% and 0.1%. Tesla is hosting a Cybercab event on Thursday.

Greg Abel told CNBC that visibility into how Berkshire's portfolio companies use AI drove the conglomerate's growing bet on Google

Tiger Global Management made a dramatic-looking second-quarter rotation within AI. Its August 14 filing showed the fund cutting Alphabet Inc. (NASDAQ:GOOGL) by 45.4%, from 10.63 million shares to 5.81 million, while opening a position in Advanced Micro Devices, Inc. (NASDAQ:AMD). The trade shifts some exposure from a giant platform funding AI infrastructure to a chip […]

Jim Cramer called Apple's balance sheet pristine while slamming hyperscalers for wrecking theirs on AI data centers, but the actual filings tell a more complicated story about who is really carrying the heavier debt load.

As Big Tech continues to spend aggressively on artificial intelligence, one Wall Street firm believes there is a clear winner when it comes to return on invested capital (ROIC). On August 31, Piper Sandler reiterated an Overweight rating on Amazon (NASDAQ:AMZN) with a $320.00 price target. According to the firm, AMZN’s return on invested capital […]

A clean beat-and-raise, record data center strength, and a newly expanded Alphabet Inc. (NASDAQ:GOOGL) Google partnership should have helped Marvell Technology Inc. (NASDAQ: MRVL) win a major boost from Wall Street. Yet, shares fell more than 8% anyway. On August 28, Oppenheimer raised its price target on the stock to $325 from $300 while maintaining an […]

This tech company is building enormous AI computing capacity and is increasingly making it available to external customers.

Elon Musk predicted artificial intelligence will outperform humans across virtually every digital task by the end of 2027, extending a string of increasingly aggressive forecasts about how quickly AI capabilities are advancing. Musk Sees Superhuman AI By 2027 "AI will...

Among Nvidia, Apple, Alphabet, Microsoft, Amazon, Meta Platforms, and Tesla, there are two bona fide bargains being fueled by the artificial intelligence (AI) revolution.

Under the agreement, Google will use electricity to meet carbon-free requirements and may support a prospective data centre in Utah, US.

(Updates with Google's response in the sixth paragraph and the most recent stock move in the last pa

It’s not about how much companies manage to sell; it’s about how much they manage to keep.

Goldman Sachs added Adyen, RWE, and Talanx to its September European stock picks, with Adyen drawing a 77% upside call.

Investors are considering higher losses, unchanged guidance, and possible growth from major business partnerships.