Notícias

Saudi Arabia-backed artificial intelligence company Humain has picked Goldman Sachs to advise on a financing package to build data centres in the kingdom that ‌could be worth at least 20 billion riyals, two sources with knowledge of the matter ‌told Reuters, as the firm races to expand capacity amid a regional AI push. The move illustrates how Saudi Arabia, like Gulf neighbours ​Qatar and the United Arab Emirates, is accelerating its AI build-out to capitalise on surging global demand for computing power. The country is also banking on cheap energy to power data centres - a powerful lure for hyperscalers such as Google, Microsoft and Meta that are driving AI adoption.

Credo (NASDAQ:CRDO) slid from $210.97 on May 11 to below $160 in five trading days, and the only question that matters at this price is whether hyperscaler capex still justifies n 87x trailing earnings multiple. The argument for and against this stock is unusually balanced. Credo designs high-speed plumbing inside AI data centers. Active electrical ... Buy, Sell or Hold Credo Technology After the Selloff to $150?

For years, Nvidia (NASDAQ:NVDA) treated China as one of its most important growth engines. At one point, the country accounted for roughly 20% of Nvidia’s data center revenue. Then geopolitics stepped in. First under the Biden administration, and later under President Trump, Washington tightened restrictions on exporting advanced AI chips to China. The goal was ... Nvidia Won Back Access to China’s AI Market. So Why Is Beijing Slamming the Door Again?

This ETF tracks a portfolio of U.S. Treasury bonds maturing in 2027, offering defined duration and a 3.86% yield.

Investing.com -- Application software stocks have staged two short-lived recoveries this year, but Goldman Sachs says a durable rally remains months away at best.

The stock market has spent much of 2026 acting like the economy is bulletproof. The S&P 500 has climbed more than 23% since President Donald Trump returned to office in January 2025, powered by artificial intelligence spending, strong corporate earnings, and investor enthusiasm over tax and deregulation policies. Yet underneath the headline gains, the labor ... Trump’s Economy Is Worse Than It Looks — Key Economic Indicator Sinks to Pandemic-Era Levels

By Aditya Soni and Abhirami G May 19 (Reuters) - Microsoft's biggest data center in India is on track to open by mid-2026, its country head said on Tuesday, as the tech giant spends heavily to bolster

Alphabet (GOOG) and SpaceX are both infrastructure companies. One monetizes the digital infrastructure the world already depends on. The other is trying to build the infrastructure the world may depend on next.

If you want exposure to U.S. technology through a single ticker, the default answer for most investors is Invesco QQQ Trust (NASDAQ:QQQ), the most recognized tech-tilted ETF in the world. The less obvious choice, SPDR NYSE Technology ETF (NYSEARCA:XNTK), has quietly outpaced it by roughly six percentage points so far in 2026. The funds look ... XNTK Has Crushed QQQ by Six Points in 2026 and the Reason Is Hidden in How Each Fund Decides Which Stocks Matter

The best plan is to thoroughly educate yourself about the technology, since business owners aren't.

Software stocks lagged the S&P 500 on AI disruption fears, but strong earnings and buybacks are reviving confidence in SaaS leaders.

LaunchDarkly has introduced a new solution named AgentControl, designed to offer engineering teams precise, real-time control over the behavior of AI agents in production environments. This innovation enables teams to modify agent behavior during runtime without the need for redeployment, addressing the challenges of managing agent configurations and performance across diverse models and prompts. AgentControl integrates instantaneous intervention capabilities with comprehensive operational...

Microsoft (NASDAQ:MSFT) trades at $421.92 after a rough start to 2026, down 11.26% year to date and 8.54% over the past 12 months. Our 24/7 Wall St. price target for Microsoft is $510, implying roughly 20.9% upside over the next 12 months. Our recommendation is buy, with a confidence level of 70%. The AI capex ... Prediction: Microsoft Just Became One of Big Tech’s Best Values

The combination creates the world's largest regulated electric utility

The stock market has climbed a wall of worry since President Donald Trump returned to the White House on Jan. 20, 2025. Tariff fights rattled investors. Treasury yields spiked. Recession fears surfaced more than once. Yet the benchmark S&P 500 has still surged roughly 23.5% since Inauguration Day. That kind of resilience usually feels bullish. ... The Trump Bull Market Has a Very Dark Side That Could End Badly for Investors

Musk vows to appeal OpenAI verdict, House lawmakers water down housing affordability bill, the world needs more rare earth mines, and more news to start your day.

Artificial intelligence has become Wall Street’s favorite growth story. Investors have poured money into companies tied to AI chips, cloud infrastructure, utilities, and data centers as businesses race to build the computing backbone needed for the next generation of software. The opportunity is massive — and so is the spending. Amazon (NASDAQ:AMZN), Microsoft (NASDAQ:MSFT), Alphabet ... The $1 Trillion AI Data Center Buildout Is Fueling a Cost Consumers Can’t Escape

President Trump made 94 different trades of 'Magnificent 7' stocks in the first quarter of 2026, a new ethics disclosure shows, executing millions of dollars in transactions even as he was meeting with and often promoting these top tech companies.

Combined 2026 capital spending from three cloud giants is set to top $570 billion, and they could be a smarter way to play artificial intelligence over the long haul.

Elon Musk's lawsuit against OpenAI and Microsoft was dismissed by a jury, removing a significant legal overhang. The verdict leaves Microsoft, NasdaqGS:MSFT, free of financial or reputational penalties linked to the case. The decision clears a path for OpenAI to pursue an IPO, with Microsoft remaining its largest outside backer. For Microsoft shareholders, the jury decision comes with the stock last closing at $423.54 and up 2.6% over the past week. The company has also delivered gains of...

Ben Carlson of Ritholtz Wealth Management has flagged what he calls “one of the biggest trends that I’ve seen in the wealth management space in the last 5 years”: clients walking in the door already asking for tax-aware diversification, rather than advisors having to sell it to them. The two archetypes he cited on The ... I Have 90% of My Net Worth in One Stock. How Do I Diversify Without a Massive Tax Bill?

Some courtroom wins look better on the scoreboard than on the balance sheet. Wall Street has watched two of them play out in the last quarter-century, from the antitrust case that hobbled Microsoft in 2001 to the one that hung over Google for most of the 2020s, and in both cases the supposed loser ...

The S&P 500 (^GSPC) is home to the biggest and most well-known companies in the market, making it a go-to index for investors seeking stability. But not all large-cap stocks are created equal - some are struggling with slowing growth, declining margins, or increased competition.

President Donald Trump's first-quarter 2026 ethics filing reads less like a disclosure form and more like a trading floor transcript. A newly released Office of Government Ethics (OGE) filing shows Trump’s portfolio executed 3,642 securities transactions in Q1 — roughly...

On Monday, Florida-based NextEra Energy, North America’s largest investor-owned electric utility, announced it had entered an agreement to combine with Dominion Energy, creating the world’s largest regulated electric utility business. The $66.8 billion all-stock transaction is the latest evidence of growing consolidation in the US public energy and utilities sector to meet the exponential demand for power to fuel the AI buildout. Goldman Sachs estimates in a February report that global data cent

Anthropic said on Monday it is revising its earlier position to allow users of its Mythos cybersecurity model ‌to share information about cyber threats with others who may be exposed ‌to similar vulnerabilities. Mythos, announced on April 7, is being deployed as part of Anthropic's "Project Glasswing," a controlled ​initiative under which select organizations, including major tech firms such as Amazon, Microsoft, Nvidia and Apple, are permitted to use the unreleased Claude Mythos Preview model for defensive cybersecurity purposes. Mythos' capabilities to code at a high level have given it a potentially ‌unprecedented ability to identify cybersecurity ⁠vulnerabilities and devise ways to exploit them, according to experts.

We just covered the Mark Cuban Stock Portfolio: 8 Best Stocks to Buy and Microsoft Corporation (NASDAQ:MSFT) ranks 5th on this list. Mark Cuban has made no secret of the fact that he respects the position of Microsoft Corporation (NASDAQ:MSFT) as a legacy software provider but also issued several sharp warnings that the era of […]

While the U.S. market is saturated with data centers, Nebius is leveraging Europe's strict regulations and energy grid limits to build a monopolistic AI infrastructure.

The jury found Musk brought his lawsuit after the statute of limitations expired, clearing the way for an OpenAI IPO.

Bill Ackman's Pershing Square slashed its stake in Google-parent Alphabet last quarter, while Berkshire Hathaway tripled its stake before shares took flight last month.