Notícias
Apenas manchetes de alto sinal - eventos macro, resultados, M&A, regulatório. Listicles e clickbait de analistas filtrados por padrão. Atualizado a cada hora.
Wall Street likes big spenders ... but only up to a point.
During an interview with CNBC, Haas said that the shift away from x86 and toward Arm architecture in AI accelerated data centers is driving growth in the company’s revenue.
Big Tech is burning cash on AI, according to Goldman traders. Jordi Visser says the easy money is gone and Bitcoin is next.
Taiwan Semiconductor appears to be borrowing a page from one of Intel's most underappreciated playbooks, and the reasons behind that move reveal something surprising about where the real AI bottleneck actually sits.
Meta Platforms (META) stock is down by over 9% on Thursday since the tech giant released quarterly results that missed adjusted earnings estimates while raising the lower end of its full-year capital expenditures. Jefferies senior analyst Brent Thill highlights Meta's various revenue segments and why the Big Tech name needs to look beyond just its core advertising business.
By Karen Brettell July 30 (Reuters) - U.S. stocks gained on Thursday as Microsoft's forecast-beating results eased investor concerns about massive AI spending by companies, while 30-year Treasury
Microsoft (MSFT) stock is jumping after the company reported surging cloud growth. Morning Brief host Julie Hyman chats with Yahoo Finance Technology Editor Dan Howley about the results.
Oracle (NYSE:ORCL) shares gained 3. 3% on Thursday after the company announced a significant expansion of its partnership with Google (NASDAQ:GOOG), bringing Google’s Gemini artificial intelligence models deeper into Oracle’s enterprise software portfolio.
The development comes as investors are closely watching AI infrastructure spending, with major technology companies increasing capital expenditure to support AI demand.
Alphabet just posted record cloud growth and still got punished, sending shares to a valuation level the stock has rarely seen. Whether that punishment is the market's gift or a warning sign depends on one number investors keep arguing about.
Meta Platforms stock cratered Thursday after a quarterly report that beat on revenue but raised serious questions about where billions in AI spending actually leads, and Wall Street's response was swift and brutal.
Alphabet's huge earnings beat is sending S&P 500 earnings growth soaring.
Meta Platforms stock (META) continues to drop since coming out with second quarter earnings on Wednesday. Yahoo Finance Tech Editor Dan Howley breaks down how investors are reacting to the Facebook parent company's vague guidance on full-year AI capex.
Investing.com -- Oracle (NYSE: ORCL) stock surged 3.3% Thursday morning following a key expansion of its Google Cloud partnership, injecting Google’s flagship Gemini AI directly into Oracle’s enterprise software ecosystem. Shares also benefited from broad strength in tech stocks. Under the deal announced today, Google’s Gemini models are coming to Oracle AI Agent Studio for Fusion Applications—allowing enterprise clients to build, customize, and deploy autonomous AI agents. Oracle also plans to
Shares of Microsoft (NASDAQ:MSFT) are up 9% in early Thursday trading, changing hands at $427 after the software giant delivered a fiscal fourth-quarter blowout and crossed a symbolic Azure milestone. The pop lifts the stock off Wednesday’s $390.54 close and pushes it back toward levels last seen in the spring. As of yesterday’s close, Microsoft ... Microsoft Surges 9% as Azure Tops $100B and Q4 Beat Lifts Most Price Targets
Wall Street's AI infrastructure trade just crossed a threshold that stunned even the analysts tracking it, but buried inside the bull case is a structural trap that could quietly wipe out entire categories of SaaS businesses overnight.
Morgan Stanley Dismisses AI Spending Fears With Bullish Call on Big Tech
Microsoft surged on Thursday following a blowout quarter.
Zuckerberg has staked Meta's future on AI dominance and made clear that rising costs won't slow him down. But as debt surges and profits shrink, investors are starting to ask whether unlimited ambition is a strategy or just an expensive gamble.
July 30 (Reuters) - U.S. stock index futures steadied on Thursday after a sharp selloff driven by uncertainty around the Federal Reserve's policy outlook, while Microsoft's forecast-beating results
Broadcom and Alphabet make for two great AI investments.
Investing.com -- Bitget Wallet is launching Assetback, a new asset cashback program that allows Bitget Wallet Card users to earn rewards in Bitcoin, gold or tokenized U.S. stocks and ETFs rather than fiat currency or airline miles, Investing.com has learned.
Jim Cramer watched the same stocks that sparked a June melt-up lose half their value on identical earnings numbers, and he has a pointed explanation for why the market is punishing good results while rewarding Twinkie makers.
Berkshire's Apple story isn't over.