Notícias

Amazon (NASDAQ:AMZN) and NVIDIA (NASDAQ:NVDA) just closed earnings on opposite sides of the AI infrastructure trade. Amazon reported Q1 FY2026 on April 29, 2026, with AWS growing 28% and custom silicon crossing a $20 billion annual run rate. NVIDIA followed with Q1 FY2027 revenue of $81.62 billion, up 85.2%. Trainium is the reason to compare ... The 3 Ways Amazon’s Trainium Chips Erode Nvidia’s Dominance Into Early 2027

Investors have long priced in oil shocks and inflation from Middle East conflicts, but the Iran war is targeting something far more unfamiliar: the physical data centers powering the global cloud economy, and Big Tech is already absorbing the damage.

Oppenheimer Unveils Top Buy and Sell Stocks Across Every Sector

Alphabet, Microsoft, and Amazon are among the biggest names in tech, and they have exciting growth opportunities related to artificial intelligence (AI).

Rocket manufacturer Space Exploration Technologies Corp. is expanding beyond aerospace and into a business dominated by Big Tech, as the company explores leasing AI computing power to the U.S. government. According to The Wall Street Journal, Elon Musk‘s SpaceX and...

Jeff Bezos, the founder of Amazon.com and the UK government have invested a substantial amount in the British startup CuspAI. CuspAI, on Monday, declared a collaboration with Nvidia Corp. and several other industry leaders. The startup aims to make advancements...

According to TheFly, Wells Fargo’s Ben Gawrelski hiked the price target for Alphabet to $438 from $416, Amazon to $322 from $312, and Meta to $835 from $767.

Recent enthusiasm around Amazon.com (AMZN) is tied to its push into artificial intelligence infrastructure, including a planned US$200 b capital spend, rapid growth in Trainium chip revenue, and a sizable stake in AI start up Anthropic. See our latest analysis for Amazon.com. Against this backdrop, Amazon.com’s share price return of 10.37% year to date and three year total shareholder return of 94.09% suggest momentum has been rebuilding as investors weigh its AI driven capex plans and AWS...

As a longtime Amazon Prime member, I've come to expect my orders to arrive fairly quickly. Sometimes, though, Amazon exceeds my expectations. Not long ago, I placed an order for some first-aid supplies, expecting them to show up the next day. Roughly two hours later, my dogs started barking ...

REVIEW PREVIEW NEWSLETTER Losing Streak. Markets started off the week on slippery footing as fighting over the weekend between the U.S. and Iran pushed oil prices higher. The S&P 500 ended the day down 0.

<p>Looking to diversify your U.S. equity-centric portfolio? Emerging markets are touted as one of the best solutions, but these days they’re strikingly similar in tech concentrations to U.S. funds. Pictet’s Young Jae Lee offers a different perspective and approach to EM investing with genuine diversification via the RISE ETF on this week’s Behind the Ticker. </p>

Tennis great-turned-angel investor Maria Sharapova said she faced pressure to "soften her edges" because her on-court demeanor intimidated people, but she refused to apologize for the ruthless mentality that powered her career. Sharapova Refused Pressure To Soften Her Edge Speaking...

Wall Street still prices Amazon like a retailer, but one shareholder keeps accumulating shares for a reason most investors have not yet connected to the ticker. The answer involves silicon, and it changes the entire valuation conversation.

By Blake Brittain July 20 (Reuters) - A federal judge in San Francisco on Monday signed off on artificial intelligence company Anthropic's landmark $1.5 billion settlement of a class action lawsuit

Hut 8 did not disclose the tenant for its 1 GW Beacon Point data center, but process of elimination points to Amazon, Nvidia, Meta, or Microsoft.

All three main equity indexes were in the green to start the trading week, but questions about war overtook optimism about earnings.

In the past few years, NVIDIA Corporation (NASDAQ:NVDA) has been one of the most-covered stocks in the media as analysts and experts give their take on the undisputed engine of the AI revolution. A lot of this analysis has been dedicated to the graphics processing power of the company and how it has helped turn […]

Expectations are running high for Alphabet's Q2 results on Wednesday, July 22, but so is the company's earnings momentum.

The next "Magnificent Seven" stocks won't be the "Mag 10," Citi analysts say: Watch these "Growth Industry" sectors instead.

NVIDIA, Amazon, Berkshire, Palantir and Dell stand out as founder-run companies with strong vision, innovation and long-term growth drivers.

Ray Dalio's Bridgewater holds major stakes in Amazon, NVIDIA, and Alphabet, but one of the three flashes a warning sign that could reshape the entire investment case before year-end.

Wall Street keeps punishing Amazon over a $200 billion capex number, but there is a figure buried in the company's own filings that makes that fear look completely backwards.

Boosted by demand among top funds and partnerships with Amazon, Google and Microsoft, Twilio eyes a breakout.

The Magnificent Seven will again reign supreme over S&P 500 earnings, but their dominance is fading. As second-quarter earnings reports start to flow in, analysts expect the Magnificent Seven companies to grow earnings by a combined 31.1%. The other 493 S&P 500 companies are expected to increase earnings 22.8%, FactSet Senior Earnings Analyst John Butters wrote in a report.

The parabolic AI trade has sent many chip stocks to the moon, as investors have bet that hyperscalers such as Google, Microsoft, Amazon, and Meta will continue to aggressively expand AI capital expenditures. However, the rally now faces significant headwinds, with valuation and revenue sustainability concerns resurfacing amid rising competition from cheaper Chinese models. The […]

Fulfillment costs are also holding steady.

It's time to retire the group name as the AI revolution creates new power players.

Amazon is burning through cash at a historic rate while simultaneously locking in the most lucrative AI contracts on the planet, and Wall Street cannot decide which side of that paradox matters more. The answer could determine whether AMZN doubles or stalls from here.

Alphabet's Q2 2026 results may reflect Search ad momentum, AI-driven Cloud demand and rising subscriptions, with July 22 earnings in focus.

Here is a way to collect and generate upfront income today from one of the market's biggest names while establishing an opportunity to buy shares below current prices.