Notícias

The evidence that search advertising was getting more valuable, not less, sat in Alphabet's own numbers weeks before the price started to move.

Tech stocks were lower Thursday afternoon, with the State Street Technology Select Sector SPDR ETF (

Exxon and Chevron just reported the same quarter with two completely different bets on where energy profits come from next. One is selling electrons to Microsoft for the next 20 years while the other doubles down on molecules, and only one of those strategies wins in a world where AI rewires the grid.

Apple's lower dependence on AI infrastructure spending helped it resist Thursday's bond-yield pressure.

Azure's contracted demand remains formidable, but rising yields are pressuring the value of future AI profits.

The option chain puts a floor beneath anything the stock has traded over the past year and a ceiling far above its high, and it is charging an ordinary premium to do it.

Tech giants can avoid the charge by paying publishers.

Pfizer, Chevron, and AbbVie have already rewarded dividend investors with strong 2026 gains, but the bull case for 2027 pushes well beyond what Wall Street consensus currently projects, and the catalysts behind each target may surprise you.

All three major US stock indexes were down in late-morning trading Thursday, as yields on Treasury b

IREN's Horizon 1 acceptance, $9.7B Microsoft deal and contracted demand strengthen its AI cloud push as 2026 capacity targets come into focus.

The AI market cap race among the biggest tech giants reveals a brutal reshuffling of power, and one social media behemoth is watching its AI ambitions get priced into irrelevance while a private upstart threatens to leapfrog it entirely.

The NVIDIA GB300 deployment is targeted for early 2027, but financing remains outstanding and Microsoft’s purchase commitments were not disclosed.

Dell, Celestica, Lumentum and Vertiv offer four ways to tap into AI data center growth across servers, networking, optics, power and cooling.

The social giant is spending hundreds of millions on Azure models.

Apple is stacking catalysts at a pace the market has not seen in years, and the collision of new silicon, a redesigned iPhone lineup, and a long-awaited Siri AI reveal sets up a moment where getting the call wrong carries serious cost.

Meta Platforms Inc. (NASDAQ:META) has become one of Microsoft Corp.

As U.S. companies raise billions of dollars to fund their AI dreams, they’re primarily tapping debt markets. Nearly 70% of the $456 billion cash raised for AI from the public market in 2026 has come from the investment-grade debt market, according to Bank of America Global Research. At $309 billion, that amount is more than double the $136 billion in AI-related investment-grade debt issued in all of 2025.

Hudson River Trading signed a multiyear deal with CoreWeave Inc. to build new trading research and models using the tech company’s artificial intelligence computing services.

Shares of Meta Platforms Inc. have been under pressure all year due to questions about its spending on artificial intelligence. But a trial accusing its social media platforms of targeting children goes beyond that, raising existential questions about the future of its core business.

As large language models become more interchangeable, balance sheets will matter as much as tech breakthroughs in the AI race.

Meta Platforms Inc. has become one of Microsoft Corp.’s biggest AI customers, underscoring how demand for the emerging technology remains concentrated in the tech industry.

The Vanguard Growth ETF has doubled during the past three years. But the rally may not be over.

Billionaire investor Ray Dalio said embracing radical truthfulness and transparency among colleagues can improve decision-making, expose problems and foster accountability. Dalio Explains Radical Transparency On Saturday, in a post on X, Dalio shared his perspective on workplace transparency, arguing that...

Australia passed a law on Thursday ordering Meta Platforms' (META) Facebook and Instagram, Alphabet'

Australia passed legislation on Thursday that will force tech giants to pay millions of dollars in ‌levies if they fail to strike commercial deals with local ‌media outlets for news on their platforms. Proceeds from the scheme would be directed to local Australian news outlets, whose content helps drive user engagement and advertising revenue on the tech firms' platforms. The levy applies to Meta, Alphabet's Google, ‌TikTok and Microsoft's LinkedIn, ⁠covering companies with a "significant" social media or search service in Australia, and local advertising revenue exceeding A$250 million ($178 million).

Investors will watch margins, rising HBM costs, China sales and the Rubin Ultra product roadmap.

Salesforce, ServiceNow, Workday and Microsoft are leading a software rebound once thought unlikely amid AI disruption fears.

In August 2026, Regeneron Pharmaceuticals announced that the US FDA approved Pasatru (garetosmab-grts) to reduce new heterotopic ossification lesions and flare-ups in adults with fibrodysplasia ossificans progressiva, based on positive Phase 3 OPTIMA trial results. This approval adds a rare-disease monoclonal antibody to Regeneron’s portfolio, reinforcing the company’s focus on specialized, high-complexity immunology therapies. We’ll now examine how Pasatru’s FOP approval, as an ultra-rare...

FEATURE Reviewing past stock picks is one of the most valuable habits an investor can build. Each win or loss reveals clear lessons about your research, assumptions, risk control, and emotions, turning experience into sharper judgment and fewer repeated mistakes.

Big Tech's AI data center spree still needs power and hardware. Three industrial stocks positioned to benefit: Caterpillar, Eaton, GE Vernova.