Notícias

Nvidia, Microsoft and Apple could still have room to run after blockbuster earnings

(Bloomberg) -- Apollo Global Management Inc. and Blackstone Inc. are among private credit lenders involved in talks with chipmaker Broadcom Inc. over a roughly $35 billion financing, the latest indication that companies are mobilizing all sources of capital to fund the AI build-out. Most Read from BloombergBillionaire Duke of Westminster to Sell £700 Million of US Real Estate AssetsSony to Pay Almost $4 Billion for Bieber, Neil Young CatalogUS Fires on Iranian Targets as Trump Demands Deal From

AI hyperscalers issued $121 billion in bonds in 2025, four times their five-year average, and the shift is rewriting credit-index rankings

While the push into further AI adoption has driven a wide trend of layoffs in the tech sector in 2026, Acting US Secretary of Labor Keith Sonderling speaks with Yahoo Finance Senior Reporter Jennifer Schonberger about how his department is examining artificial intelligence's impact on the labor market.

Memory-chip stocks rallied on Friday amid heightened spending on AI data centers. Micron stock and Sandisk both hit record highs.

Bitcoin’s long-term trajectory is not in doubt despite its volatility, according to Lightspark CEO David Marcus. "The interesting thing about the price of Bitcoin is that it ebbs and flows, but over the very long run, it always trends in...

Alphabet Inc. (NASDAQ:GOOGL) was one of the stocks on Jim Cramer’s radar as he highlighted AI winners to buy for 2026. Cramer mentioned the company during the episode and said: What else? You need to have a cloud infrastructure to run the models. Think Google Cloud, Microsoft’s Azure, Amazon Web Services. You also got that […]

Microsoft Corporation (NASDAQ:MSFT) was one of the stocks on Jim Cramer’s radar as he highlighted AI winners to buy for 2026. Cramer highlighted the company’s woes, as he remarked: It’s hard to see that because the other publicly traded companies in the data center race, Microsoft and Meta, seem at this point to be, well, […]

Smart glasses are entering their iPhone moment in 2026, and for the first time in a generation, Meta and Google are defining the inflection. Industry projections show category sales rising from 6 million units in 2025 to 20 million units in 2026, and Apple’s flagship smart glasses do not ship until 2Q 2027, with full-display ... Smart glasses are about to have their iPhone moment and Apple is late to the party

Meta gave investors something important in its latest earnings: Early proof that its AI investments are starting to pay off.

CoreWeave shares sink as forecast dissapoints.

On Meta’s Q1 2026 earnings call, CFO Susan Li said the quiet part out loud. “We recently shared internally that we plan to reduce the size of our employee base in May. We believe a leaner operating model will allow us to move more quickly while also helping to offset the substantial investments we are ... Mark Zuckerberg Just Told 8,000 Employees Their Layoffs Are a Line Item in His $145 Billion AI Bill

The Trade Desk (TTD) stock is trading near $20 in extended trading. The primary catalyst is a Q1 earnings report featuring a revenue beat of $688.9 million but an EPS miss of $0.28, coupled with softer forward guidance. At a $20 price point, the stock trades at a forward P/E multiple of 9.7x based on $2.06 in estimated 2026 earnings. This represents a significant compression from its three-year average forward P/E of approximately 42x. It also sits well below the S&P 500 average of 24.0x. On the

The primary signal within CoreWeave’s (CRWV) Q1 2026 results is the transition of the company from a high-growth AI darling into a massive, capital-intensive infrastructure utility. While a $99.4 billion revenue backlog provides long-term visibility, the widening gap between contracted demand and operational delivery suggests a shift in the investment narrative from growth potential to industrial execution.

The Trump bull run might be getting a tad on the overheated side after going on one of the fiercest rallies off the lows of March. With the CNN Fear and Greed Index swinging right back into “greed” territory, with market momentum moving towards extreme levels, it certainly feels like it’s a good idea to ... The Trump Bull Run Is Getting Overheated, But There Are Still Pockets of Value Hiding in Plain Sight

Here’s one way of sizing up the resurgence of the tech trade: The combined market cap of the Magnificent Seven is up $3 trillion since the start of the Iran war, according to Dow Jones Market Data. The seven tech titans—Apple, Microsoft, Alphabet, Amazon, Nvidia, Meta, and Tesla—are, for the most part, riding high on excitement over artificial intelligence.

The semiconductor giant is facing intensifying competition from its biggest customers.

(Bloomberg) -- An heir to Ray-Ban billionaire Leonardo Del Vecchio is challenging the approval process for a roughly €10 billion ($11.8 billion) family deal that would reshape control of EssilorLuxottica SA’s biggest shareholder, according to people familiar with the matter.Most Read from BloombergBillionaire Duke of Westminster to Sell £700 Million of US Real Estate AssetsUS Fires on Iranian Targets as Trump Demands Deal From TehranSony to Pay Almost $4 Billion for Bieber, Neil Young CatalogDOJ

RBC sees a “two-speed” economy boosting tech, which could take the benchmark 10% higher over the next year.

The Silicon Valley lab behind the Claude artificial intelligence (AI) bot has set its sights on a valuation of close to $1tn as it steps up its war with ChatGPT maker OpenAI.

Tech giants warn proposed legislation could weaken user privacy protections and increase cybersecurity risks.

The AI boom has made Big Tech richer, bigger, and suddenly much hungrier for cash.

Who’s accountable for any decision? Because Mark Zuckerberg hasn’t said it – his persona has, writes Chris Stokel-Walker

Hyperscalers' free cash flow heads to 2014 lows as Morgan Stanley lifts Big Tech AI capex to $1.1T by 2027.

(Bloomberg) -- Taiwan Semiconductor Manufacturing Co. posted its slowest pace of monthly revenue expansion since October, highlighting the potential challenges of sustaining a torrid AI-fueled pace of growth.Most Read from BloombergBillionaire Duke of Westminster to Sell £700 Million of US Real Estate AssetsUS Fires on Iranian Targets as Trump Demands Deal From TehranSony to Pay Almost $4 Billion for Bieber, Neil Young CatalogDOJ Plans Intervention in Trump Supreme Court Carroll AppealUS Has Ope

Big Tech’s record $725bn AI investment strategy is beginning to strain the resources of America’s largest companies, leaving them with less cash...

The company's stock plunged roughly 18% after it announced the job cuts and forecasted revenue that fell short of expectations.

Moby summary of Xponential Fitness, Inc.'s Q1 2026 earnings call

The 2026 chip war is over. Apple (NASDAQ:AAPL) won it in procurement meetings, well before product launches. The market is just catching up. Apple’s $287.44 share price and $4.22 trillion market cap already reflect what the silicon industry figured out two quarters ago: when you control the most advanced node and the scarcest memory, the ... The 2026 Chip War Is Already Over and Apple Dominated

We just covered Sell These 4 Stocks and Go All In on These 3 Stocks Before May 9th for 100x Returns? and NVIDIA Corporation (NASDAQ:NVDA) ranks 7th on this list. NVIDIA Corporation (NASDAQ:NVDA) remains the dominant force in AI, but several specific headwinds have led some social media stock experts to the conclusion that the […]