Notícias

Dun & Bradstreet is bringing its "Commercial Graph" into Google's Gemini Enterprise for financial services via Model Context Protocol (MCP) integrations.

Alphabet hopes to convert its massive AI investments into additional revenue.

Marvell's expansion weakens Broadcom's exclusivity narrative without erasing years of engineering integration.

Alphabet stock has delivered strong gains over the past few years, yet valuation checks still point to a potential discount to its estimated intrinsic value based on a Discounted Cash Flow (DCF) model. Recent AI related news around Google Cloud, custom chips and Waymo keeps expectations high, which makes the current pricing gap particularly important for investors to assess. Alphabet has returned 168.0% over the past 3 years, which puts extra focus on whether the recent share price fully...

Zoom’s multibillion-dollar stake in Anthropic will be investors’ key focus when the video-calling platform reports earnings on Tuesday afternoon.

Alphabet Inc. (NASDAQ:GOOGL) raised A$5.5 billion, or approximately $3.9 billion, through its inaugural Australian-dollar bond offering on August 19. The deal included three-, five-, 10-, and 20-year maturities, with a 6.9% coupon on the longest tranche. Orders exceeded A$18 billion, more than three times the amount issued. The timing was notable: Alphabet had recently reported […]

Nvidia Unveils New Jetson AI Chip With 2X Performance, 40% Lower Power

The real upside case extends well beyond this quarter

The company has a backlog of contracted revenue that dwarfs its peers, but it comes with a striking capital investment plan and near-term pressure on its profits.

By Mary Guzman When Spirit Airlines collapsed into bankruptcy, the headlines focused on grounded planes and stranded passengers. But the most consequential part of Spirit’s liquidation was invisible: the sale of its trade‑secret dataset; decades of operational intelligence, human decision‑making patterns, proprietary algorithms, and workflow histories sold to Google for just $10 million. The real […] The post Spirit Airlines Sold Its Crown Jewels for Pennies. It’s a Warning Every Company Must He

Tech stocks advanced Tuesday afternoon, with the State Street Technology Select Sector SPDR ETF (XLK

The Alphabet unit plans to begin mapping and testing in Munich within weeks, with public rides targeted for late 2027

While investors chase the obvious AI winners, Amazon has been quietly building something that its own CEO calls a potential trillion-dollar annual revenue business, and the market still has not fully priced it in.

The market has heavily discounted this social media company's stock, yet its financial engine continues to generate cash at a notable rate.

Options traders are pricing in a double-digit move.

Warren Buffett, Bill Ackman, and Stanley Druckenmiller all rotated into the same stock last quarter, but the bear case raises a concern most investors are overlooking before they follow suit.

Anthropic is likely to tell investors that it sees its ‌total addressable market (TAM) exceeding $30 trillion, ahead of ‌the $28.5 trillion estimate from SpaceX, the Wall Street Journal ​reported on Tuesday. TAM is the annual revenue opportunity available if a product or service achieved 100% market share in its relevant market. Here are a ‌few details: • To ⁠quantify its TAM, Anthropic is looking at the full scope of ⁠work that could be completed with AI models, WSJ said.

Self-driving car company Waymo said Tuesday it will launch its robotaxis in the German city of Munich next year, marking the US group's first foray into the European Union.The firm, whose robotaxis currently operate in several US cities, is also planning to expand to London and Tokyo this year. 

Nvidia just warned its biggest customers to brace for a steep price jump on next-generation AI servers, and that threat hands at least two rivals a rare opening to capitalize on the fallout.

Google is quietly betting its entire cloud future on a chip most investors have never heard of, and a new forecast suggests the volume ramp coming by 2027 is far larger than anyone expected.

D.A. Davidson Head of Technology Research Gil Luria talks with Yahoo Finance Senior Reporter Brooke DiPalma about how traders should approach Nvidia (NVDA) ahead of its latest earnings report after enduring its longest losing streak since 2022.

Plus, Nvidia puts $6 billion more behind open-weight models, and rare-book dealers are conflicted about AI-era sales boost.

The Nasdaq Composite and S&P 500 Index were up, while the Dow Jones Industrial Average was roughly f

Management's narrative has pivoted hard from optimizing its massive retail machine to funding aggressive AI infrastructure buildouts, quietly changing what an investment in the company is actually a bet on.

If you hold Alphabet (GOOGL) stock, the recent top-line numbers look spectacular. In the second quarter of 2026, the company delivered 24% overall revenue growth, propelled by an 82% surge in its Google Cloud segment. This is the AI-fueled future investors have been waiting for. But beneath the surface of that growth, a fundamental shift is underway in the company’s financial DNA, and it represents the most significant risk to the stock today.

Chamath Palihapitiya sees three converging forces that could choke off the AI infrastructure boom, and the companies with the most to lose are not the ones you might expect.

Aug 25 (Reuters) - Self-driving technology company Waymo said on Tuesday it would begin testing its autonomous vehicles in Munich in the coming weeks, laying the groundwork for a commercial ride-

Warren Buffett almost never chases mega-cap tech, which makes Berkshire's massive new position in Alphabet one of the most surprising moves in years and a signal worth taking seriously before the rest of the market catches on.

The software firm looks expensive today, but the real debate is whether its rapid growth can deliver on the valuation discount that patience affords.

Booming AI chip sales may not "re-rate" Google stock, says Morgan Stanley. That will wait for the debut of Gemini 4 AI model.