Notícias

The Q2 earnings season continues to wind down, which has overall shown immense strength with outsized growth. There have been several standout releases during the Q2 earnings cycle, including those from Palantir (PLTR) and Microsoft (MSFT).

Mark Mahaney sees growing signs that internet behemoths will get a return on their soaring capital expenditures.

Synopsys is heading toward its next earnings release as its expansion strategies aim to reignite momentum following recent stock weakness.

Apple is firing on all cylinders, yet its stock has stumbled. Here’s how to decide if this is a buying opportunity or a warning sign.

Morgan Stanley sounds the alarm on hyperscaler creditworthiness. Should Microsoft investors be worried?

This Bitcoin miner became one of the market's highest-growth neocloud companies.

Identity is now the second-highest spending priority among partners, up from fourth last quarter

The tech stock has been rallying since it posted earnings last month.

Apple hasn’t chased peers into the AI race and it could still be coming out on top, according to Rothschild & Co Redburn.

While megatech stocks chase AI billions and swing wildly, one tobacco giant quietly delivers the kind of income and stability that most growth investors dismiss until the market turns ugly.

Five of the world's sharpest money minds converged on the same battered mega-cap stock in a single quarter, a coincidence so rare it raises an urgent question for any long-term investor: do they all see something the market is missing, or are they walking into a trap?

Bill Ackman and Pershing Square Capital (NYSE:PS) have unveiled their portfolio for the second quarter, which includes several new stocks added. The quarter also included major changes to Ackman’s growing bets on the Magnificent Seven stocks. Bill Ackman Keeps Betting on Magnificent Seven Since 2023, the Pershing Square USA (NYSE:PSUS) investment portfolio, now publicly traded under the ticker PSUS, has been adding Magnificent Seven stocks to its investment ideas. This started with Alphabet Inc

The next AI bottleneck may have little to do with chips

Management no longer opens on cloud migrations, and what replaced them is billed in a different way.

Azure just crossed a historic revenue milestone and Google Cloud is accelerating at a pace few predicted, yet both hyperscalers are spending so aggressively that only one of them still generates positive free cash flow. The gap between these two and every other cloud rival is widening fast, and the reasons why may reshape how investors think about AI infrastructure bets.

INTU aims at a nearly $90 billion mid-market opportunity as strong growth in advanced products offsets pressure in its DIY tax business.

The Nasdaq Composite was up, while the Dow Jones Industrial Average and S&P 500 Index were down in l

Warren Buffett just made one of his boldest recent bets on a stock that has cooled significantly from its highs, and the reasoning behind that conviction points to a cloud and AI story that most investors may be undervaluing.

Chase Coleman's Tiger Global just dumped Nvidia and Alphabet to load up on AMD, a move that either signals a major shift in AI investing logic or a costly bet on a stock already priced for perfection.

Nvidia stock is in a base headed into earnings next week. Shares are above an early buy point of 224.76.

AMD and Palantir both anchor the AI trade, but one stock sits in a constructive setup heading into 2027 while the other carries a valuation that has already priced in two years of flawless execution.

Ackman just reshuffled his tech holdings. Here's why Amazon made the cut.

IREN's Microsoft delivery and NVIDIA Exemplar Cloud status boost its AI credibility, but capital needs and execution risks keep the risk-reward balanced.

Lumentum's fiscal Q4 earnings triggered a 5% selloff before a stunning reversal sent shares surging 14% the next day. Here is what the conference call revealed that completely flipped market sentiment and why analysts believe the biggest growth catalysts have not even arrived yet.

Every bull market eventually asks investors to squint past a number they’d rather not look at. In 2000, it was cash burn rates at dot-coms with no revenue. In 2008, it was mortgage-backed securities nobody could quite value. Today, it’s the financing behind the AI buildout — and specifically, how much of it never shows ... Alphabet, Meta, and Microsoft Are Hiding $3 Trillion in Debt On the AI Boom’s Hidden Ledger

Amazon briefly touched $3 trillion before pulling back, and a $4 billion insider sale spooked the market just as AWS posted its fastest growth in 18 quarters. Whether that retreat is a warning sign or a buying window depends on what happens next with the most expensive bet in tech history.

MSFT's expanding 365 seats and premium E7 adoption can fuel revenue growth as Copilot gains traction across enterprise workflows.

NBIS enters 2027 with rising profitability, an asset-light model and plans to expand capacity while boosting high-margin revenue.

The market keeps pricing Oracle like a legacy database company, but the numbers underneath tell a completely different story about where enterprise AI infrastructure is actually being built.

Booming cloud demand is creating a costly financial tradeoff.