Notícias

A sweeping AI leadership overhaul sent Alphabet shares sliding Wednesday, rattling investor confidence despite a blowout earnings quarter. The path to $400 hinges on something far less obvious than executive rosters or earnings beats.

NOW's 23% YTD drop reflects AI competition and valuation concerns, even as subscription growth and AI monetization remain strong.

The customer list now includes Microsoft and Nvidia. The hard part is building fast enough to serve them.

(Bloomberg) -- Microsoft Corp. generates most of its artificial intelligence revenue from OpenAI, according to new disclosures from the company. Most Read from BloombergSpaceX’s AI Splurge Puts a Damper on First Earnings After IPOIran Says Agreement on Hormuz Shipping Reached With OmanTrump Says Iran Talks Going Well as Hopes Rise for Hormuz DealChina’s AI Blitz Creates ‘Death Zone’ for Rival US Model MakersTaco Bell Met With Michigan on Parasite Weeks Before RecallThe software giant recorded $2

More capable AI could create multiple different profit opportunities.

Big Tech just closed out its second-quarter 2026 earnings season, and the results looked, on paper, like a triumph. Microsoft, Amazon, and Alphabet all posted numbers that blew past Wall Street's estimates, and headlines celebrated growth rates that haven't been seen in years. Dig one layer deeper, ...

Cloud computing giants are back in favor as investor support for artificial intelligence (AI) capital expenditures grows.

The likes of Microsoft, Google, and Amazon have spurred concern about how much they’re spending on their AI clouds. But there’s another metric that bodes well for the AI trade.

The storage and memory maker is scheduled to report fiscal fourth-quarter financials after the stock market closes on Wednesday.

Microsoft, Salesforce, and ServiceNow continue to see strong demand, despite the sell-off in their share prices.

The Dow maintained gains in afternoon trading, while the S&P 500 and the Nasdaq slid. The blue chip index was up 0.7%, or 461 points, despite sharing some of the same components dragging on the Nasdaq and the S&P 500. The key to the Dow's resilience during Wednesday's session is its price-weighted structure.

Follow these guidelines and you'll be on your way to building a durable and sustainable long-term income stream.

In this segment of the AI Investor Podcast from 24/7 Wall St., Eric Bleeker lays out his framework for evaluating the AI trade, describing it as a stool resting on three legs: technological progress, real-world adoption, and the ability to finance the buildout. Two legs he considers extremely strong. On progress, he points to Nvidia's backing of a straight-shot superintelligence effort, ongoing gains in training and model capability, and expectations of highly capable autonomous models at roughly human level, at scale, within a year. On adoption, he cites OpenAI's monthly revenue now exceeding its prior full quarter, Microsoft noting that 90% of cloud demand comes from outside the frontier labs, and Google's 82% cloud growth. Adoption is uneven, concentrated among a relatively small group of heavy users, but strong. Financing is the weak leg and the source of most current fear. Bleeker estimates $700 to $800 billion in AI data center spending this year, growing to roughly $1.2 trillion next year, against a financing ceiling he places somewhere between $1.5 and $2 trillion annually. With 2028 expectations near $1.4 trillion, the market is approaching that ceiling, which is why valuation now dominates stock selection. A company historically worth 15 times earnings trading at 40 times its 2028 or 2029 numbers is hard to defend. He closes with three points: the selloff is likely closer to its end than its beginning, macro risks remain including a possible September rate rise and soft GDP, and for anyone sidelined by prior valuations, this is arguably the most attractive entry point since spring 2025.

AMD's data center sales exploded while the stock slipped, and retail investors are scratching their heads. Here is why the math behind the confusion points to a very specific price target.

Shopify beat Wall Street expectations, raised its outlook, and argued that AI companies are becoming partners—not competitors—of its e-commerce platform.

PRGS vs. MSFT: Which Stock Is the Better Value Option?

Shares are down roughly a fifth over the past year, and the risk that matters now is a spending plan with no stated payback date.

The reported quarter was strong, yet management added far more to its full-year outlook than the quarter itself beat its own guidance by, and the contract book explains why.

SpaceX is pouring billions into AI while renting out its data centers to rivals, yet its models trail the competition and its consumer apps barely register. Something does not add up.

While seasoned hedge fund managers were quietly offloading their Microsoft shares, Bill Ackman made one of his biggest bets in years going the opposite direction, and he funded it by selling a stock that had nearly doubled.

MSFT's Azure tops $100B in annual revenues as AI and cloud growth accelerate, but can strong fundamentals outweigh valuation and spending concerns?

The payout is comfortably funded, but each dollar of buyback retires less stock as the price climbs, and the three-year scoreboard shows what the engine alone can do.

NBIS has surged 310% in a year as AI expansion accelerates, but rising spending, financing needs and margin pressure raise questions about its next move.

Snap's stock has cratered while nearly a billion users keep scrolling, and that gap between price and audience has a handful of tech giants quietly doing the math. The catch is a pair of founders who may have no intention of answering the phone.

Microsoft stock is on a four-day winning streak after breaking out of a cup base at a pivot of 466.32 amid an earnings beat.

Canada's Shopify projected current-quarter revenue growth above Wall Street estimates on Wednesday, signaling the company's AI efforts were drawing more merchants ‌to its suite of e-commerce services, sending its U.S.-listed shares up 26% ‌premarket. The company's solid outlook and a second-quarter revenue beat are set to quell investor concerns about growing ​competition from new AI tools targeting small businesses that have dented Shopify's shares. If premarket gains hold, Shopify shares are set to recoup all losses this year.

Palantir, Microsoft, and ServiceNow look like potential big AI SaaS winners.

Microsoft, Bloom and EMCOR have been highlighted in this Investment Ideas article.

The most-talked-about stocks in the Reddit subforum Wallstreetbets were mixed hours before Wednesday

Kenya's Nairobi Securities Exchange is creating East Africa's first AI stocks-focused exchange-traded fund, which it plans to offer to investors before year-end, its CEO said. The Nairobi market attracts a sizeable ‌proportion of foreign equity investors given its profitable banking sector and telecoms operator Safaricom, but it does not currently ‌offer exposure to AI stocks. "We want essentially to be able to bring a product to our market where the underlying basket is a reflection of companies that ​have a direct exposure to AI," Frank Mwiti told Reuters.