Notícias

Every bull market since 2016 has been a mega cap story. The S&P 500’s gains over the past decade have been driven by a handful of growth giants whose weight in the index keeps expanding. Three growth ETFs consistently top my research: Vanguard Mega Cap Growth ETF (NYSEARCA:MGK), Schwab U.S. Large-Cap Growth ETF (NYSEARCA:SCHG), and ... After Watching Mega Caps Drive Every Bull Market This Decade These 3 Growth ETFs Keep Rising to the Top of My Research

Retirees chasing the JPMorgan Nasdaq Equity Premium Income ETF (NASDAQ:JEPQ) for its near 9.5% distribution yield are buying something more layered than they think. The fund pairs a Nasdaq-100 stock basket with equity-linked notes (ELNs), which are unsecured debt obligations issued by the banks. That distinction matters because the yield does not come purely from ... JEPQ’s 9.5% Yield Is Impressive, But the ELN Counterparty Risk Is the Hidden Cost

Nvidia stock was rising ahead of the chip maker's fiscal first-quarter earnings report. Shares were up 1.8% to $224.59 in afternoon trading on Wednesday, while the S&P 500 gained 0.9%. Nvidia's market cap was $5.

Investors are watching whether Nvidia can extend confidence in AI spending through 2027 and 2028.

OpenAI will launch its first applied AI lab outside the US and expand Singapore hiring beyond 200 roles.

This billionaire investor rotated billions out of one tech giant and into another. But following his lead may not be the right call.

Workday, Inc. (NASDAQ:WDAY) was among the stocks Jim Cramer looked at as he explained the need for a tame bond market for the stock market to go higher. Cramer addressed the AI worries affecting the stock, as he remarked: We also get numbers from Workday. Alright, now this once beloved software as a service company, […]

Tech stocks were higher Wednesday afternoon, with the State Street Technology Select Sector SPDR ETF

With a short float of 1.08% and upside potential of 36.80%, Microsoft Corporation (NASDAQ:MSFT) earns a place on our list of the best cloud stocks to buy as Azure growth hits 40%. Microsoft Corporation (NASDAQ:MSFT)’s restructured OpenAI partnership raised concern among investors, with the stock down roughly 15% so far this year. However, not everyone […]

An OpenAI IPO filing could come later this week as the ChatGPT parent works with bankers, according to a new report.

GOOGL rides AI-boosted Search and Cloud momentum, but 2026 capacity limits, soaring capex and the Wiz deal may pressure margins. What now?

Nvidia’s latest quarterly sales are projected to rise 79%. Investors have grown complacent about the growth.

Warren Buffett spent six decades insisting that big technology sat outside his circle of competence. Apple was the celebrated exception, a consumer staples bet dressed in silicon. Everything else, from Microsoft to Amazon to Google, he watched from the sidelines. That posture defined Berkshire’s culture, its risk discipline, and its appeal to retirement-focused shareholders who ... For 60 Years Buffett Avoided Big Tech. Greg Abel Just Made an AI Stock a Top-5 Berkshire Holding

Stifel analyst Adam Borg raised the firm’s price target on CrowdStrike (NASDAQ:CRWD) to $660 from $480, maintaining a Buy rating ahead of the company’s fiscal Q1 2027 earnings report on June 3. The price target raise lands in the middle of a three-day analyst tug-of-war, sitting between KeyBanc’s aggressive bull call and DZ Bank’s notable ... Stifel Just Crowned CrowdStrike With a $660 Price Target. The Bull Case Just Got Louder

President Donald Trump’s second term has delivered a stock market rally few investors expected would survive the turbulence thrown at it. Tariff battles rattled global trade. The so-called “SaaS-pocalypse” crushed once-highflying software stocks. Treasury yields climbed above 5% more than once. Yet each pullback eventually gave way to another rebound, pushing the S&P 500 to ... 150 Years of Market History Predicts Trump’s Bull Market Is Almost Over

(Bloomberg) -- To judge by a key bond-market signal, the AI boom is only worsening Kevin Warsh’s inflation problem.Most Read from BloombergUS Lawmakers Plan New $130 Fee for Electric Vehicle OwnersHasbro Cancels Dungeons & Dragons Game From ‘Star Wars’ VeteranNATO Is Starting to Consider Hormuz Mission to Protect ShipsUS 30-Year Yield Hits Highest Since 2007 as Selloff DeepensMeta Begins 8,000 Global Job Cuts in AI Efficiency PushThe incoming Federal Reserve chair previously lashed out at the ce

Nvidia is still a top stock pick for the future, even after delivering massive returns for shareholders over the past 10 years.

CoreWeave is building a sizable enterprise business, especially among financial services customers. CoreWeave stock has climbed 37% in 2026.

New models use Intel and Qualcomm processors to support on-device AI

Meta Platforms (META) trades at around $600 per share, reflecting a $1.5 trillion market capitalization and a trailing price-to-earnings ratio of around 22. This multiple sits below both the three-year average of 25 and the three-year peak of 33. Operating fundamentals present a trailing twelve-month revenue growth of 26.2% alongside a three-year compound annual growth rate of 22.4%. Meta currently generates a trailing net margin of 32.8%, positioned comfortably between its three-year average of

At $223.15, Arm Holdings (NASDAQ:ARM) screens as attractive to accumulators, with research desks pointing to the $210 to $215 range on any pullback as a favored entry zone. The stock has rebounded sharply from a steep first-quarter drawdown, and the post-earnings story has fundamentally changed what Arm is selling to Wall Street. Arm designs the ... Arm Holdings Is Up 104% and Smart Money Is Waiting for One Specific Level to Buy More

Applied Digital's AI hosting expansion and Microsoft Azure's hyperscale AI buildout reflect rising demand for large-scale compute infrastructure.

Currently, option traders are betting that Nvidia’s (NASDAQ: NVDA) market cap could rise or fall by $355 billion based on earnings. Nvidia’s current market cap is $5.3 trillion. The stock is up 18% so far this year, compared to the S&P 500, which is up 7%. Nvidia has signaled to Wall St. what investors should ... Nvidia Earnings Don’t Matter This Time

Artificial intelligence cloud computing startup Lamda on Wednesday said ‌it has won a cloud contract with high-speed ‌trading firm Hudson River Trading. Lamba, which is backed by Nvidia and ​raised $1.5 billion last year after signing a deal to provide Microsoft with access to Nvidia's chips, said the deal with Hudson River Trading will entail renting ‌more than 1,000 of ⁠Nvidia's latest "Blackwell" systems to the trading firm, which Reuters last month reported had $12.3 billion ⁠in trading revenues last year. Lamda and Hudson River Trading did not disclose the financial terms of the ​deal.

The Invesco QQQ Trust (NASDAQ:QQQ) and the Direxion NASDAQ-100 Equal Weighted Index Shares (NYSEARCA:QQQE) own the same 100 stocks. The choice between them hinges on whether you want NVIDIA, Apple, and Microsoft to drive returns or let the other 97 names carry equal weight. Over the past year that single choice produced a return spread ... The AI Capex Cycle Is Crushing Equal-Weight NASDAQ. Here’s Why QQQ’s Concentration Bet Is Winning

NVIDIA (NASDAQ:NVDA) reports fiscal Q1 2027 results later today, and the bar has rarely looked higher. The traders on CNBC’s Fast Money segment “Yields Surge and Prepping for Nvidia Results” framed it around a single number: “Anything south of 75% gross margins, then we can start having a different conversation. 75% is a bogey.” The ... Nvidia’s $5.7 Trillion Market Cap Faces Its Toughest Test Yet. Can It Beat 75% Gross Margin Expectations Before Earnings?

AI’s big bucks go mostly toward computing gear like chips and servers in data centers. Should that trend persist, it could come to bite suppliers including chip giant Nvidia which reports quarterly results after the bell today. Nvidia can insulate itself from cost inflation by expanding offerings that don’t require as much in-demand memory, by passing on higher prices to customers and by inking longer-term deals with its own suppliers at lower prices.

If you are picking a U.S. technology ETF, the choice almost always narrows to Fidelity MSCI Information Technology Index ETF (NYSEARCA:FTEC) and The Technology Select Sector SPDR Fund (NYSEARCA:XLK). Both look like the same trade: cheap, passive, mega-cap heavy. But XLK has quietly outrun FTEC 22.06% year to date versus 19.58%, and that gap traces ... XLK’s quiet edge over FTEC comes from a cap limit most investors never notice

The initial rollout will focus on tax teams and PE clients, allowing them to create agentic workflows.

UiPath (NYSE:PATH) has expanded its Automation Cloud presence in South Korea through a partnership with Microsoft. The company has launched Intelligent Xtraction and Processing on Google Cloud Marketplace, adding another major cloud partner. These moves align with UiPath’s efforts to embed its automation tools with large technology and consulting partners. UiPath, trading at around $10.55, has seen mixed share performance, with the stock up 5.4% over the past week but down 33.6% year to...