Notícias

Amazon stock slipped below its 200-day moving average after Google's Q2 report reignited AI cost fears.

IREN (NasdaqGS:IREN) is back in focus after announcing US$2.8b in new multi-year AI cloud contracts with clients including Microsoft and NVIDIA, lifting its 2026 AI Cloud ARR target above US$4b. See our latest analysis for IREN. Despite the contract news lifting IREN’s profile, recent trading has been choppy, with the share price falling about 27% over 30 days and 21% over 90 days, even as the 1 year total shareholder return is about 117% and the 3 year total shareholder return is around...

AMD says its chips are superior to Nvidia, Intel, and Arm offerings. It’s out-of-character bravado for the firm.

CEO Andy Jassy has pledged that Amazon will be a "meaningful leader" in AI.

Databricks will run its own core business operations on Azure and expand its use of Microsoft's Arm-based Cobalt custom processors

If you're looking for more frequent payouts, you can still enjoy the benefits of low fees and broad diversification, thanks to these top monthly dividend ETFs.

What happens when a quantum computer becomes powerful enough to break Bitcoin technology? This question became a reality in December 2024, when Google unveiled Willow, a quantum chip it said could finish in minutes a calculation that would take the fastest supercomputers an almost unimaginable span ...

(Bloomberg) -- The Magnificent Seven group of megacap technology stocks is on track for its biggest one-day drop since the tariff tantrum in April 2025 as results from Alphabet Inc. and Tesla Inc. are casting doubt on the durability of the artificial intelligence trade that has powered the stock market for more than three years.Most Read from BloombergRetina Chip Designed to Restore Sight to Go on Sale in EuropeHegseth Turns to UNC, Virginia Tech After Dropping Ivy LeagueApple Plans Overhaul of

$888.2 billion That's how much the Mag Seven tech stocks have collectively lost in market value today, as of midday trading. It's the biggest one-day market cap decline for those names since the tariff turmoil of April 2025.

Tesla just delivered one of its ugliest earnings prints in years while Apple quietly shattered revenue records, and the gap between these two titans is widening fast enough to reshape how analysts are pricing both stocks right now.

Once ranked among America's corporate giants, IBM has missed nearly every major tech revolution of the past four decades. Now a stunning earnings report reveals just how far and how fast the company continues to fall.

The biggest US stock fund is asking a premium price, but the powerful earnings growth of its top holdings makes a strong case for it.

Evercore ISI senior managing director and head of internet research, Mark Mahaney, discusses Alphabet's (GOOG, GOOGL) recent earnings results and his outlook for AI capex spending.

Evercore ISI senior managing director and head of internet research, Mark Mahaney, discusses Alphabet's (GOOG, GOOGL) recent earnings results and his outlook for AI capex spending.

Jimmy Chang, Chief Investment Officer at Rockefeller Global Family Office, used CNBC’s Closing Bell Overtime to deliver a pointed warning ahead of Big Tech earnings: the record AI CapEx cycle may already be masking an overbuild that markets have not yet learned to see. Chang argued that strong earnings are already priced in and the ... Rockefeller CIO Warns: Big Tech’s $650B AI Buildout May Be Hiding a Massive Overbuild

Microsoft is down big, capex is exploding, and critics are calling AI infrastructure the fastest-depreciating asset in tech history. So why does every dip feel like an invitation to buy more?

Investing.com -- Alphabet burned $5.9 billion in free cash flow in the second quarter of 2026—its first cash burn on record. Tesla burned another $1.1 billion. Together, the two reports have crystallized a fear that has been building all year: Big Tech's AI infrastructure build-out is consuming capital faster than it can generate returns.

Investors have spent the last few years chasing AI growth by buying shares of companies like Nvidia and Microsoft. But a senior Wall Street executive says that strategy may not work for what comes next. Sandy Kaul, Head of Digital Assets and Innovation at Franklin Templeton (NYSE: BEN), an asset ...

This automation software firm is handing back far more cash than the average company, yet the market keeps marking it down. Here’s why.

After a steep slide, Intuit's stock has landed on a price floor that has launched major rallies before, forcing investors to ask if the business arriving this time is strong enough to hold the line.

Databricks said on Thursday it would expand its partnership with Microsoft through the ‌2030s, a deal under which it will increase ‌its use of the Azure platform and Microsoft's custom chips. Databricks offers a ​platform that helps users ingest, analyze and build AI applications using complex data from various sources. One of the most valuable private companies, the San Francisco-based firm's move marks a ‌sizeable win for ⁠Microsoft's Azure cloud business and comes as enterprise AI adoption accelerates.

Most of the Magnificent Seven stocks carry narratives that have quietly stopped holding up, but two names in the group still pass every test our model throws at them. Find out which two made the cut and why the gap between them matters more than most investors realize.

IBM (IBM) lowered its full-year sales out after falling short of second quarter earnings and revenue estimates. The stock is down nearly 30% year-to-date in 2026. Northwestern Mutual Wealth Management Company CIO Brent Schutte joins Yahoo Finance Executive Editor Brian Sozzi on Opening Bid to discuss the latest round of AI volatility that the chipmaker may be caught up in.

If you hold shares in the AI software firm, you're already carrying the full weight of a market pricing an exceptionally broad range of futures for the company.

Goldman Sachs Trust holds 724 positions worth $2.4 billion, and its mega-cap tech bets are sitting on analyst price targets that tower above where those stocks trade today. The question is whether retail investors are reading the same signal Wall Street is.

Warren Buffett and I ended up at the same stock through the same logic, but the reason most investors overlook Alphabet has nothing to do with AI hype and everything to do with a structure that quietly collects a fee from nearly every corner of the internet.

Bank of America just made a bold move in the semiconductor space that has direct implications for AMD heading into its most consequential earnings report of the year, and the bull and bear cases could not be further apart.

Microsoft has dropped 22% over the past year while posting four straight earnings beats, and the reason Wall Street keeps selling may be exactly why contrarians should be paying attention.

After a large run, the next leg up may depend on a simple, powerful force that’s already in motion.

Oppenheimer Backs Microsoft Stock Ahead of Earnings Despite AI Capex Overhang