Notícias

Microsoft's business is firing on all cylinders, yet its stock has lagged its peers. The market is either seeing a problem ahead or offering a rare opportunity.

Alphabet Inc. (NASDAQ:GOOGL)’s Google, along with Meta Platforms, Inc. (NASDAQ:META), Anthropic, and OpenAI, will meet White House officials on Tuesday to discuss voluntary safety testing for the most advanced AI models. The meeting follows disclosures that Anthropic’s and OpenAI’s own AI systems breached other companies’ computer systems during testing, alarming lawmakers about whether powerful AI […]

The market has punished this software giant’s stock as if its business model were cracking, yet its financial engine continues to run with remarkable efficiency.

Beyond the familiar retail storefront, a massive custom silicon operation is quietly compounding. This internal chips business now has an annual revenue run rate of over twenty-five billion dollars. The company's AI services have also crossed this threshold, creating two new growth engines inside the larger machine.

Alphabet (NasdaqGS:GOOGL) faces more than 3,000 youth addiction lawsuits in US federal court after a key ruling denied dismissal efforts by major social media companies. The court decision leaves Google and peers exposed to potential legal findings on platform design and user harm, with possible knock-on effects for future regulation. FactSet data shows Alphabet has had an outsized impact on S&P 500 earnings growth this quarter, highlighting its weight in overall index performance. The...

At $422, Broadcom (AVGO) is being priced to deliver 26% revenue growth annually for the next 5 years simply to defend today's 68.4x multiple. That sits below the 32% the business is currently growing at, which is the unusual part. The multiple has already priced in a slowdown that has not yet appeared.

Yahoo Finance Tech Editor Dan Howley breaks down CoreWeave (CRWV) Q2 results.

(Updates with index/price moves, macroeconomic data and geopolitical news from the first paragraph.)

CoreWeave (CRWV) reported better-than-expected second-quarter results as revenue more than doubled y

Famed investor Michael Burry has sharply criticized Berkshire Hathaway Inc.‘s new CEO, Greg Abel, claiming he lacks predecessor Warren Buffett‘s renowned discipline and “patience for the fat pitch.” The rebuke follows Berkshire’s recent multi-billion-dollar spending spree, leading Burry to declare...

Elon Musk just told investors SpaceX will build one of the most ambitious data centers in history using only one chip supplier, and that single decision has the power to send NVIDIA soaring toward $500 or trigger a demand cliff that bulls are not prepared for.

Occidental Petroleum has outperformed even Berkshire's other top energy investment, but the future hinges on another crude oil price spike.

The advertising line management once pointed to for AI money has been speeding up, not slowing down.

The robotaxi market could become one of the most important new segments of the next decade. Business Research already projects the market could grow at a compound annual growth rate of 57% and reach $33.5 billion by 2030. Uber Technologies, Inc. (NYSE:UBER) is one of the companies well positioned to capitalize on the expected growth […]

Leadership departures have increased scrutiny of Alphabet's AI execution while infrastructure spending approaches $200 billion.

Brad Lightcap announces his departure from OpenAI after eight years at the artificial-intelligence lab.

Alphabet shares may have seen a short-term dip, but the long-term outlook remains bright.

The options market prices a very wide band for the year ahead, while charging only the ordinary premium for it.

AvePoint (NASDAQ:AVPT) is positioning its cloud data management, governance and security platform as an “AI trust layer” for enterprises as organizations seek to control the risks, costs and data-access issues associated with artificial intelligence deployments. Speaking at Oppenheimer’s 29th Annua

UBS sees Jabil’s AI revenue jumping 50% by fiscal 2027 as spending from Amazon, Meta and Google fuels demand for its data-center infrastructure.

Why are the indexes red when the typical stock is green? Alphabet and Amazon account for nearly the whole decline, and Wednesday's inflation report is the week's real event.

Alphabet stock has returned 174.6% over the past three years, yet current valuation checks suggest the market price still sits below an intrinsic value estimate based on a Discounted Cash Flow (DCF) approach. With both the DCF and market multiples pointing to an undervalued stock, the question for investors is how to weigh that against rising capital needs and growing regulatory scrutiny. Alphabet's 174.6% gain over three years highlights how strongly the share price has already responded to...

By Avinash P and Purvi Agarwal Aug 11 (Reuters) - Wall Street's main indexes slipped on Tuesday, as losses in tech stocks weighed on sentiment, while investors assessed reports of potential deals that

Jensen Huang just unveiled a financing framework that sent the three biggest cloud companies into the red, and the reason why reveals a seismic shift in who controls the future of AI infrastructure.

Jabil could see AI-related revenue grow 50% to more than $20 billion in fiscal 2027, according to UBS.

Investing.com -- UBS upgraded Jabil to Buy from Neutral, citing stronger AI-driven demand and a more diversified business mix. The bank kept its $430 price target, implying about 28% upside, while raising its fiscal 2027 and 2028 EPS estimates to $16.78 and $20.24 from $15.89 and $18.34, respectively.

NEW YORK, Aug 11 (Reuters) - Larger-than-usual post-earnings stock swings by AI and hyperscaler companies this earnings season have upended a historical pattern in which smaller companies' results

There’s an elegant simplicity to one of the central tenets in gauging the health of the stock market and the companies that comprise its benchmark indexes: figuring out what’s in the till at the end of the day. Profit remains the most important measure of stock market health—and Corporate America is raking it in. “The greatest force behind stock markets right now is earnings, which is helping to overshadow concerns about Iran, inflation and AI [capital expenditure] spending viability,” said Dennis Follmer, chief investment officer, at Montis Financial in Waltham, Mass., to Barron’s. “Earnings have been an absolute freight train driving this market higher.”

UBS analysts raised estimates, citing the contract manufacturer's "multiyear growth cycle."

Lyft is broadening its mobility network through robotaxi partnerships, European acquisitions and partner-linked rides, while control risks remain.