Notícias
Apenas manchetes de alto sinal - eventos macro, resultados, M&A, regulatório. Listicles e clickbait de analistas filtrados por padrão. Atualizado a cada hora.
The stock market keeps finding new ways to test investors’ disbelief. Just when it looked like valuations across AI stocks couldn’t stretch any further, another company joined the trillion-dollar club. This time it was Micron Technology (NASDAQ:MU) catapulted into the exclusive club following yesterday’s 19% gain — and it’s up again in morning trading today. ... The Street Just Said Micron Can Double From Here. History Says Targets Like This Are Either Genius or Generational Top-Ticks
Investing.com -- In a note to clients on Wednesday, Morgan Stanley questioned whether Wall Street is properly valuing the scale of future AI revenues at Microsoft.
It is becoming easier to get into the $1 trillion market-cap club. SK Hynix and Micron Technology now belong because of the demand for memory chips. SK Hynix’s 12-month stock price jump reached 1000%. The two joined Samsung, which was recently added to the list. The $1 trillion plus list has 14 members. (The club ... 14 Companies Now Worth Over $1 Trillion
Google, part of Alphabet (NasdaqGS:GOOGL), is reportedly in advanced talks with SpaceX to deploy space-based data centers, aiming to support AI and cloud workloads. Google has joined the Data Center Innovation Initiative alongside Amazon, Meta, and Microsoft to test and co-fund next generation energy and materials technologies for data centers. For investors watching Alphabet, these moves sit at the intersection of cloud infrastructure, AI computing, and energy use. Space-based data...
Stock Market Today: The Dow Jones index rose Wednesday as oil prices continued to tumble. Micron stock surged in premarket trading.
Microsoft and Lam Research are proving that the biggest AI opportunities extend far beyond just GPU makers.
The actively managed Sapient Quality Select ETF (SQS) targets quality-growth companies aligned with long-term economic trends across multiple sectors.
How female finance chiefs rose to the top at the most consequential moment for AI spending.
Microsoft Corporation (NASDAQ:MSFT) ranks among the best stocks for a couch potato portfolio. Microsoft Corporation (NASDAQ:MSFT) was reiterated as Overweight by KeyBanc on May 5, with a $600 price target. The firm continues to focus on Azure capability and growth, Copilot usage through Microsoft 365 Commercial Cloud expansion, and capital expenditures at the company. KeyBanc’s […]
IREN plans to deploy Blackwell systems at its Childress campus, with commissioning of the new infrastructure expected in early 2027.
BNP Paribas analyst Stefan Slowinski said Microsoft Corp is gaining momentum across its AI strategy as Copilot adoption improves, Azure growth accelerates, and concerns around OpenAI ease. Slowinski maintained an Outperform-equivalent "(+)" rating with a $555 price forecast, implying 33%...
Microsoft, Google, Amazon and Meta are teaming up with a nonprofit investor to accelerate new technologies using data centers as test cases.
(Bloomberg) -- ByteDance Ltd., the developer of TikTok and a leading force in artificial intelligence, is considering increasing its capital spending to more than double last year’s in a bid to lead the Chinese AI market and challenge the top US players abroad.Most Read from BloombergIran’s Khamenei Says No Going Back for Middle East Rocked by WarSingapore Hands Byju's Founder His First Ever Jail TermPutin Signs Law on Use of Army to Aid Russians Detained AbroadRussia Tells US to Evacuate Its Di
Voyager founder Dylan Taylor says his kids will inherit millions, not billions—he'd rather fund philanthropy than future generations he'll never meet.
The iShares MSCI Emerging Markets ETF (EEM) has surged 25% so far in 2026, overtaking the State Street SPDR S&P 500 ETF Trust (SPY), State Street SPDR Dow Jones Indust Avg ETF Trust (DIA), and the Invesco QQQ Trust (QQQ).
Salesforce heads into earnings with AI growth accelerating, margins expanding and shares trading below industry valuation levels.
By Foo Yun Chee BRUSSELS, May 27 (Reuters) - European leaders are divided on how far to go in curbing Big Tech as they weigh momentous decisions over giving EU firms preferential access to mobile
European leaders are divided on how far to go in curbing Big Tech as they weigh momentous decisions over giving EU firms preferential access to mobile satellite spectrum and limiting large multinationals' access to EU cloud tenders. On Tuesday, Reuters reported Brussels was likely to leave an opening for Elon Musk's Starlink and Amazon's low-earth-orbit satellite business Leo to acquire lucrative European mobile satellite spectrum next year as a result of a compromise that will reserve the bulk of frequencies for European firms. A separate decision on EU cloud tenders set for June 3 is expected to temper the influence of U.S. firms such as Amazon, Alphabet's Google and Microsoft, which dominate the global cloud market with a combined 63% share.
As the most searched for stock on Zacks.com, Apple's (AAPL) remarkable rally has accelerated in recent weeks.
Fundstrat's Head of Research, Tom Lee, is warning investors that while Big Tech — including Apple, Microsoft, Nvidia and other Mag-7 companies — is out of the woods, a targeted “rolling bear market” is heading for other areas of Wall...
Amazon cited AI efficiency when it eliminated 16,000 corporate roles. Microsoft cited AI when it cut more than 15,000 positions. Across Big Tech, the explanation for layoffs has become almost predictable: we are doing more with less, and AI is why. Jensen Huang has a problem with that story. And he ...
Marvell Technology (MRVL) is scheduled to report Q1 results after-market hours on Wednesday, May 27, and expectations are running high following several quarters of explosive AI-driven growth.
Microsoft stock appeared to be testing support at its 21-day moving average after an earnings sell-off in April. Is Microsoft stock a buy or sell now? The desktop software maker said it earned $4.27 a share on sales of $83 billion during the March quarter.
The AI networking trade has produced one of the sharpest leadership shifts of the year, and it favors the name many investors had written off. Over the past month, Cisco Systems (NASDAQ:CSCO) stock has surged 32%, while Arista Networks (NYSE:ANET) stock has slumped 10% and Broadcom (NASDAQ:AVGO) stock has essentially drifted sideways. Today’s midday session ... Cisco Soars 32% in a Month, Arista Falls 10%, Broadcom Drifts: The AI Networking Trade Has a Clear Winner
Apple shares nudged higher in early Tuesday trading following a pair of upgrades on Wall Street heading into the tech giant’s Worldwide Developers Conference next month in California. “Apple may be on the brink of some real AI sizzle,” Reitzes said in a note published Tuesday.