Notícias

Earnings results from Alphabet and Tesla headline a busy week, amid a chip sell-off and a conflict in Iran that keeps geopolitics simmering and oil prices rising.

AI stocks have driven stock market direction.

A duo of Magnificent 7 members, namely Tesla (TSLA) and Alphabet (GOOGL), will help headline the reporting docket this week, who both head into their reports with favorable revisions for both earnings and sales.

The market is pricing Alphabet like a legacy ad company with an AI problem, and that gap between perception and reality is exactly where the opportunity lives ahead of the July 22 earnings report.

Analysts say Netflix is losing control of its own story, and a single line buried in Friday's earnings report about future disclosures is making Wall Street more nervous than the guidance miss itself.

By Lewis Krauskopf NEW YORK, July 17 (Reuters) - U.S. corporate earnings season heats up in the coming week, with Alphabet and Intel set to offer updates that could sway the market-leading AI trade

Big Tech's earnings are coming fast, and it'll be all about AI spending.

The social media giant is pouring record sums into an artificial intelligence future, forcing investors to decide if they are buying a proven profit machine or funding an unproven science project.

Ever since ChatGPT exploded in popularity, investors have worried that artificial intelligence could weaken Google’s most important business. Instead of searching for information and clicking through Google’s advertising-heavy results, consumers can increasingly ask an AI chatbot for a direct ...

Dell, Sandisk and Micron led an AI sell-off, masked by megacaps such as Apple. SpaceX undercut its IPO price. Taiwan Semi, GE Aerospace earnings are due.

The hyperscalers are under pressure to show results from their AI spending.

Goldman Sachs, investment banker to SpaceX and Alphabet, rode the AI investment boom to a huge Q2 earnings beat. The Stock Of The Day soared.

According to a report by The Information, the company is said to be specifically looking at "neocloud" providers to increase the adoption of its custom TPUs, including Nvidia-backed Nscale.

Big banks are kicking off second quarter earnings season on Tuesday, with reports from JPMorgan (JPM), Goldman Sachs (GS), Wells Fargo (WFC), Bank of America (BAC), and Citigroup (C). Morgan Stanley (MS) posts its results on Wednesday. Yahoo Finance Senior Reporter David Hollerith explains what investors need to know.

Analysts expect Alphabet’s second-quarter capital expenditures to reach $44.9 billion, a 100% increase from the prior year period.

HSBC Picks 10 Stocks to Watch as Earnings Season Begins

B. Riley Wealth chief market strategist Art Hogan shares his outlook for this earnings season and the opportunities he sees in Big Tech, while Yahoo Finance Markets and Data Editor Jared Blikre discusses what recent Hindenburg Omens may be signaling for US markets (^DJI, ^IXIC, ^GSPC).

Asking for a Trend Host Josh Lipton previews several of the biggest stories to come tomorrow, Friday, July 10, including SK Hynix (000660.KS) making its debut on the Nasdaq, Delta Air Lines (DAL) earnings, monthly sales results from Taiwan Semiconductor Manufacturing Co. (TSM), and the pending approval of Congress' housing affordability bill.

T. Rowe Price Science & Technology Fund portfolio manager Tony Wang examines the back-and-forth activity appearing in semiconductor stocks, especially as the bar remains high for memory chip makers and SK Hynix's (000660.KS) US IPO listing is seven-times oversubscribed.

Wall Street expects another strong Alphabet earnings report as AI and Google Cloud continue to fuel growth

On a recent episode of Barron’s Streetwise, host Jack Hough answered a listener named William who was nervous about how much money he had made in AI-adjacent names like Dell (NYSE:DELL) and HPE (NYSE:HPE). Hough’s answer had a number in it that should probably make everyone else nervous too. “You can look at the S&P 500 right now ... The S&P 500 Looks Pricey at 22x Earnings. On Cash Flow, It’s a Terrifying 32x.

As Alphabet is gearing up to report its fiscal Q2 earnings report soon, analysts predict its EPS to rise by double digits.

Ives said he expects the Magnificent Seven stocks to significantly outperform in the second half of the year.

Stocktwits data showed retail sentiment around SPY was ‘bearish’, while QQQ sentiment remained ‘bullish.’

TECHnalysis Research President Bob O'Donnell joins Josh Lipton on Market Domination to break down Micron's (MU) strong earnings beat and what it could mean for a broader tech rally rebound.

US equity futures were higher pre-bell Thursday as oil prices fell to their lowest since the start o

Broader tech sell-off continued on Wednesday as investors awaited Micron earnings to judge the demand for AI and memory chips.

Investing.com -- Memory-chip maker Micron Technology topped Wall Street expectations in its fiscal third quarter and issued significantly stronger-than-expected guidance for the current quarter, sending shares up about 9% in after-hours trading as investors cheered continued AI-driven demand for memory chips.

AI chipmaker Micron Technology (MU) is due to report its fiscal third quarter earnings results after Wednesday's market close. The company's stock has gained by 270% year-to-date in 2026. Morning Brief Host Julie Hyman, Yahoo Finance Breaking News Reporter Jake Conley, and Opening Bell Media CEO Phil Rosen discuss how much higher Micron's stock could run following this earnings report.

(Bloomberg) -- Micron Technology Inc.’s earnings report on Wednesday afternoon is shaping up to be one of the most important in months as investors find themselves suddenly on edge over the sustainability of the AI rally.Most Read from BloombergStocks Slide as Wall Street Gets AI Wake-Up Call: Markets WrapOracle Cut 21,000 Jobs in 12 Months, Says AI Replaced Some Roles‘FOMO Really Got Me’: Taiwanese Go Deep Into Debt to Amp 100% Stock RallySpaceX Falls for Third Day, Erases $600 Billion in Marke