Notícias

If you hold shares, you're already carrying exposure to a potential swing that could redefine the stock's value over the coming year.

SpaceX shares dropped 14%. Elon Musk’s space company late Tuesday said its capital expenditures topped $18 billion last quarter, double the previous quarter’s total, mainly tied to its artificial-intelligence build-out. AMD shares also fell 7% after Musk said SpaceX would exclusively use chips from rival Nvidia, shares of which gained 4%.

Investors are flocking to an ETF that enhances the daily exposure of leading chip stocks. Buyer beware.

The company's exposure to OpenAI remains the main talking point among equity and bond investors.

(Updates with index/price moves, macroeconomic data and company/geopolitical news from the first par

Alphabet's (GOOG, GOOGL) Google announced new roles for DeepMind Chief Executive Demis Hassabis amid

SK hynix (KOSE:A000660) and Sandisk have introduced a new High Bandwidth Flash technical specification. The standard has been released through the Open Compute Project and is aimed at AI inference systems. Partners including Google and Tenstorrent are involved in defining the guidelines for this HBF standard. SK hynix is a major memory and storage supplier, with products that sit at the core of data centers and AI hardware. The new HBF specification arrives as AI workloads put more pressure...

Taboola.com (NASDAQ:TBLA) reported second-quarter results that exceeded its guidance for key profitability measures, despite revenue headwinds from a Google policy change and the company’s decision to remove lower-quality publishers from its network. Revenue rose 2% year over year to $476.8 million

TeraWulf Inc (WULF) reports strong operational progress with new gigawatt-scale projects and robust liquidity despite a non-cash loss from warrant valuation.

One generates billions in free cash flow with a 20% net margin; the other is growing 33% but trades at 2.4x the valuation multiple.

A sweeping AI leadership overhaul sent Alphabet shares sliding Wednesday, rattling investor confidence despite a blowout earnings quarter. The path to $400 hinges on something far less obvious than executive rosters or earnings beats.

Sanjay Ghemawat, Oriol Vinyals and Quoc Le joined him at Discovery Loop

Uber's multiyear autonomous-vehicle commitment accompanied a third-quarter profit forecast below Wall Street expectations.

Subscriber additions weakened despite an unusually active news cycle, increasing concern about declining search referrals.

A shakeup in Google's AI division has prompted one of its chief scientists and other AI colleagues to leave and create a company Google will invest in.

Google AI leaders quit as Jeff Dean starts Discovery Loop and Alphabet stock slides despite record cloud growth.

Big Tech just closed out its second-quarter 2026 earnings season, and the results looked, on paper, like a triumph. Microsoft, Amazon, and Alphabet all posted numbers that blew past Wall Street's estimates, and headlines celebrated growth rates that haven't been seen in years. Dig one layer deeper, ...

Google stock fell amid Demis Hassabis stepping down as head of DeepMind amid worries Alphabet now lags in new artificial intelligence models.

Cloud computing giants are back in favor as investor support for artificial intelligence (AI) capital expenditures grows.

Nvidia stock was seeing solid gains on Wednesday, though you wouldn't guess it by taking a look at major index moves. The AI chip maker was up 4.3% and was the only Magnificent Seven name in the green on Wednesday afternoon.

The storage and memory maker is scheduled to report fiscal fourth-quarter financials after the stock market closes on Wednesday.

Amazon.com, Inc. (NASDAQ:AMZN) disclosed on July 30 that its second-quarter net income included $53.4 billion of non-operating pre-tax other income, primarily from its Anthropic investments. Net income reached $62.6 billion. The same day, Reuters relayed a Wall Street Journal report that Alphabet Inc. (NASDAQ:GOOGL) could guarantee billions of dollars of Anthropic’s obligations for a proposed […]

Dean is departing alongside three other Google veterans to build an AI-for-science startup backed by Google as an investor and cloud partner

Google DeepMind CEO Demis Hassabis is transitioning to DeepMind chair, as Google chief scientist Jeff Dean exits.

Alphabet shares fell to a session low, down 5.4%, following reports of a major executive shakeup and high-profile talent departures at the tech giant. According to a report by The Wall Street Journal, Jeff Dean—one of Google’s earliest employees and a chief architect of its artificial intelligence strategy for the past 15 years—is leaving the company to launch an AI startup focused on scientific discovery. Joining Dean as co-founders are fellow Google AI veterans Oriol Vinyals, Quoc Le, and Sanj

Alphabet's (GOOG, GOOGL) Google, Meta Platforms (META), and other social media platforms could face

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In this segment of the AI Investor Podcast from 24/7 Wall St., Eric Bleeker lays out his framework for evaluating the AI trade, describing it as a stool resting on three legs: technological progress, real-world adoption, and the ability to finance the buildout. Two legs he considers extremely strong. On progress, he points to Nvidia's backing of a straight-shot superintelligence effort, ongoing gains in training and model capability, and expectations of highly capable autonomous models at roughly human level, at scale, within a year. On adoption, he cites OpenAI's monthly revenue now exceeding its prior full quarter, Microsoft noting that 90% of cloud demand comes from outside the frontier labs, and Google's 82% cloud growth. Adoption is uneven, concentrated among a relatively small group of heavy users, but strong. Financing is the weak leg and the source of most current fear. Bleeker estimates $700 to $800 billion in AI data center spending this year, growing to roughly $1.2 trillion next year, against a financing ceiling he places somewhere between $1.5 and $2 trillion annually. With 2028 expectations near $1.4 trillion, the market is approaching that ceiling, which is why valuation now dominates stock selection. A company historically worth 15 times earnings trading at 40 times its 2028 or 2029 numbers is hard to defend. He closes with three points: the selloff is likely closer to its end than its beginning, macro risks remain including a possible September rate rise and soft GDP, and for anyone sidelined by prior valuations, this is arguably the most attractive entry point since spring 2025.

Shopify beat Wall Street expectations, raised its outlook, and argued that AI companies are becoming partners—not competitors—of its e-commerce platform.

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