Notícias

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...

Druckenmiller is shifting toward different parts of the AI compute supply chain.

AI is expanding the value of Google Search; subscriptions are adding a more predictable and diversified revenue stream.

Workday's Q2 revenue grew 12.8% and margins widened as AI adoption accelerated, with $1.33 billion in buybacks and a new $4 billion authorization fueling a bullish, if capped, outlook.

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.

Clearway Energy is emerging as a key player in AI power.

SpaceX and Alphabet are a comparison that not many investors are making.

Investing.com -- Networking is replacing raw computing power as the main constraint on artificial intelligence performance as AI systems grow larger and more complex, Citi analysts said following the second day of the Hot Chips conference.

On August 25, 2026, Google Cloud officially launched Gemini Enterprise for Financial Services, moving its agentic AI strategy into the highly regulated territory of capital markets and corporate banking. The platform is now available in preview, marking a shift toward what Google hopes will be a more governed, audit-ready approach to workplace automation. At the […]

Marvell’s shares fell after investors decided its giant Google AI deal would take too long to move the numbers. Then Coherent Corp. (NYSE:COHR) and Lumentum Holdings Inc. (NASDAQ:LITE) fell with it on August 28. Barron’s argued the sympathy selloff made little sense because Marvell’s actual data-center results remained strong, especially for the optical demand that […]

AppLovin's massive revenue growth and net margin contrast sharply with Alphabet's fortress balance sheet.

Investing.com -- Anthropic is the hardest U.S. technology company to recruit employees away from, according to AI recruitment specialist JC Christian, who shared his rankings during a Truist Securities investor call.

Alphabet (NasdaqGS: GOOGL) faces intensifying scrutiny as the U.S. Federal Trade Commission moves to finalize a YouTube consumer protection investigation, with a lawsuit reportedly being prepared. Google is undergoing significant AI leadership changes alongside reported delays to its Gemini AI model releases, raising fresh questions about the group’s AI direction. Alphabet has agreed to a substantial settlement of a UK class action lawsuit over Play Store competition practices, easing a long...

Shares of digital payments platform PayPal (NASDAQ:PYPL) fell 12.7% in the afternoon session after Bloomberg News reported that a consortium led by payment processor Stripe and private-equity firm Advent International abandoned its $53 billion takeover pursuit of the company.

Marvell Stock Crashes Below Key Support After 10% Selloff

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.

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.

Bitcoin (CRYPTO: $BTC) and other cryptocurrencies appeared to be holding onto their recent gains despite being unde...

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.

Fiscal Q2 results beat estimates, but investors zeroed in on near-term monetization risk tied to a major customer partnership, today, Aug. 28, 2026.

Shares of networking chips designer Marvell Technology (NASDAQ: MRVL) fell 9.7% in the afternoon session after investor concerns over the timing of revenue contributions from its Google custom AI chip agreement overshadowed second-quarter results and raised revenue outlooks.

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

Marvell Technology's (MRVL) fiscal third-quarter gross margin outlook came in a bit soft amid a high

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.

On August 27, Alphabet (NASDAQ:GOOGL) agreed to pay £260 million, about $353 million, to settle a lawsuit accusing Google of abusing its dominance over the Play Store, including its standard 30% commission. The claim, led by academic Barry Rodger, once sought more than £1 billion and was due for trial next month at London’s Competition […]

Marvell Technology, Inc. (NASDAQ:MRVL) and Alphabet Inc. (NASDAQ:GOOGL) now have a much tighter AI relationship than a normal supplier contract. Marvell disclosed on August 19 that Google had signed a custom-silicon agreement covering products tied to its TPU ecosystem and received warrant for up to 58.97 million Marvell shares. Most vest in 240 tranches, with […]

CNBC reported on August 18, 2026, that NVIDIA Corporation (NASDAQ:NVDA) agreed within the same week to a $500 billion financing pact with major Wall Street firms and up to $105 billion in support for an OpenAI data center in Ohio as rivals AMD and Google chip away at its once-dominant technology lead. Why This Matters […]