Notícias
Apenas manchetes de alto sinal - eventos macro, resultados, M&A, regulatório. Listicles e clickbait de analistas filtrados por padrão. Atualizado a cada hora.
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.
Marvell Technology (MRVL) stock fell 10% in Friday's trading session despite posting record Q2 results yesterday evening and raising its longer-term outlook.
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.
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 […]
Amazon is surging 4% on a massive GPU expansion deal with the very chip supplier that is simultaneously sinking 4% on the same news. The split tells a story about where Wall Street thinks AI infrastructure profits are really going.
Apple TV now costs $14.99 a month as streaming companies keep pushing subscription prices higher.
Marvell Technology stock fell below a key support level on Friday after the chipmaker's fiscal second-quarter earnings report.
Record AI-chip sales could not satisfy investors demanding immediate revenue from Marvell's largest new agreement.
Alphabet preserves its global spam rule while suspending manual search penalties throughout the European Economic Area.
“Big Short” investor Steve Eisman warned on CNBC’s “Fast Money” on August 13 that OpenAI and Anthropic account for roughly 70% of AI-related revenue at Microsoft, Amazon, Google, and Oracle, and as much as 25% to 35% of those companies’ cloud revenue. “The futures of these massive companies, in a sense, are a bet that […]
On August 14, 2026, Reuters reported that Alphabet Inc. (NASDAQ:GOOGL) disclosed that its stake in Space Exploration Technologies Corp. (NASDAQ:SPCX) was worth about $94 billion as of June 30, 2026, more than 100 times its original $900 million investment from 2015. It is making Alphabet by far SpaceX’s largest single institutional shareholder following the company’s […]
On August 17, 2026, Alibaba Group Holding Limited (NYSE:BABA) launched a new AI model designed to run on laptops and released the weights of its most powerful model, Qwen3.8-Max. It directly answers Meta Platforms, Inc. (NASDAQ:META)’s own push into open-weight AI models built for consumer devices. Why This Matters Alibaba and Meta are both racing […]
CNBC reported on August 21, 2026, that Broadcom Inc. (NASDAQ:AVGO) is in talks to raise $70 billion to $80 billion in debt for a chip financing deal supporting AI companies, including Anthropic. The senior tranche, repaid first, is expected to be around $45 billion, with a junior tranche around $35 billion, though the figures remain […]
Aristotle Capital Management, LLC, an investment management company, released its “Value Equity Fund” Q2 2026 investor letter. A copy of the letter can be downloaded here. The Fund delivered a 4.32% total return in Q2 2026, underperforming the 13.87% gain for the Russell 1000 Value Index and the 15.20% return for the S&P 500, while […]
Alphabet and NVIDIA both just reported blockbuster earnings, but two legitimate ways of measuring profit point to opposite winners. The answer hinges on whether a massive paper gain from a single private-company stake counts as real money.
Yahoo Finance's Brooke DiPalma tracks several of the day's top trending stock tickers, including PayPal (PYPL), Marvell Technology, Inc. (MRVL), and Take-Two Interactive (TTWO), whose price rose after a 30-minute preview of Grand Theft Auto VI video was released.
Tesla is down 23% for the year yet Robotaxi is expanding, Cybercab production has started, and Optimus lines are being installed. Whether those catalysts can close the gap between today's compressed margins and tomorrow's potential defines exactly how far this stock can run.
Alphabet's surging Google Cloud revenues, AI adoption and $514B backlog sharpen its challenge to Microsoft and Amazon despite capacity constraints.
Grand Theft Auto VI is almost here, and Take-Two Interactive Software stock is getting a boost. Shares of Take-Two the parent company of GTA VI’s publisher Rockstar Games, rose 2.6% to $239.93 on Friday after the release of the videogame’s much-anticipated third trailer. GTA VI is still set to release Nov. 19.
The Trade Desk's Kokai Zuma adds agentic AI, enhanced forecasting and simpler measurement as macro pressures weigh on near-term growth.