Notícias
Apenas manchetes de alto sinal - eventos macro, resultados, M&A, regulatório. Listicles e clickbait de analistas filtrados por padrão. Atualizado a cada hora.
Some of the biggest names in the artificial intelligence data center business are betting on Qualcomm's processing technology.
Stocks are facing their first major test of the summer on Thursday following another surge in global crude prices and a big bump higher in spending plans from Google parent Alphabet. Alphabet topped Wall Street’s heady earnings forecasts, with revenue rising firmly to just under $120 billion, but said its 2026 capex would rise to $205 billion, more than double last year’s tally. Shares in the company, which carries a market cap of more than $4.1 trillion, are set to open lower along with fellow Magnificent Seven peer Tesla, which posted its first negative free cash flow in more than two years.
IBM has agreed to buy HRL Laboratories, a private quantum computing research lab jointly owned by Boeing Co and General Motors, the company said on Thursday, adding a second pillar to IBM's quantum computing efforts. IBM has been racing against Alphabet's Google, Microsoft and others to create practical quantum machines that can crack problems that would take conventional computers thousands of years to solve. In May, U.S. President Donald Trump's administration said it would award $1 billion to IBM to set up a new company called Anderon in New Albany, New York, to serve as a chip factory for U.S. quantum computing firms.
The S&P 500 (^GSPC) is home to the biggest and most well-known companies in the market, making it a go-to index for investors seeking stability. But not all large-cap stocks are created equal - some are struggling with slowing growth, declining margins, or increased competition.
Microsoft’s Teams and Salesforce’s Slack dominate the workplace messaging market, and investors are watching whether Block can gain traction with Buzz among enterprise customers.
Nvidia has emerged as a dominant player in sovereign AI, which accounts for roughly 14% of the company’s revenue, according to a Stanford HAI study.
I have covered each of the following four stocks separately over the past few weeks:Micron's historic earnings. Intel's painful turnaround. AMD's server CPU advantage heading into August 4. Applied Materials' wafer equipment supercycle. On July 21, Jim Cramer put them all in the same basket with a ...
Earnings dominated the narrative in the U.S. markets on Wednesday, with Alphabet, Tesla, and IBM reporting Q2 results.
A top tech investor just flipped the scariest AI narrative on its head, arguing that the very trend spooking NVIDIA bulls could actually send infrastructure stocks into their biggest payday yet.
Microsoft Corporation (NASDAQ:MSFT) has been a painful holding for retail investors on Reddit. The stock is down about 17% so far this year. But they remain bullish on long-term recovery. They are optimistic about MSFT because the company’s fundamentals haven’t deteriorated—it’s simply been caught in a speculative AI downturn. MSFT is becoming a popular buy-the-dip […]
Vanguard's flagship growth ETF has spent a decade crushing the market, but something shifted in 2026 and the two signals now driving its fate have nothing to do with stock picking.
Alphabet topped Wall Street estimates for quarterly cloud revenue growth on Wednesday, as the Google parent benefited from strong demand for its cloud computing services from enterprises worldwide thanks to the AI boom. Revenue at Google Cloud rose 82% to $24.8 billion during the quarter ended June, accelerating from the 63% jump reported in the preceding three months. The third-largest cloud services provider behind Amazon Web Services and Microsoft, Google has seen demand surge as companies race to secure the cloud capacity needed to develop, train and run AI models, helping it land major deals with firms, including Anthropic.
3M beat second-quarter estimates and raised full-year adjusted EPS guidance following its AI infrastructure partnership with Microsoft.
OKLO stock inches higher on reports of $200 million US nuclear power initiative. But does that warrant buying OKLO shares at current levels?
Micron Technology, SK Hynix, and Samsung hit $1 trillion or more in market cap this year due to surging demand for memory chips.
The market is selling shares in a software giant as if its cash-generating days are numbered, yet the business is paying out more than double the average company.
Advanced Micro Devices (AMD) committed to invest up to $5 billion in Anthropic, while the companies
Alphabet shareholders await results from the first of the Magnificent Seven stocks.
Microsoft, Nvidia-backed AI nuclear program lifts Oklo, X-Energy shares
SCHD has been the default dividend ETF for millions of investors, but a rival fund from one of Wall Street's largest active managers has quietly built a gap that is becoming difficult to ignore.
Microsoft sits 20% below its peak, and one analyst keeps loading up, convinced three specific relationships make it untouchable by any other mega-cap tech name. The question is whether the market is missing something hiding in plain sight.
Amazon (NASDAQ:AMZN) and Microsoft (NASDAQ:MSFT) both reported quarters shaped by one question: how do you feed AI enough electricity? Amazon guided to roughly $200 billion in 2026 capex, while Microsoft is pacing toward roughly $190 billion this calendar year. Same bottleneck. Very different playbooks. AWS Hits a 15-Quarter High as Azure Runs Into Its Own ... Will Amazon or Microsoft Solve the AI Energy Bottleneck?
AMD (AMD) and Anthropic (ANTH.PVT) are reportedly signing a major AI chip deal. Yahoo Finance Technology Editor Dan Howley explains the details.
