Notícias

TTD trades near five-year valuation lows as revenue growth slows and earnings estimates weaken, while CTV and retail media preserve long-term upside.

Nebius (NBIS) reported stronger-than-expected second-quarter revenue on Wednesday as robust demand f

The cloud unit is a minority of revenue and the majority of operating profit, and what it has already contracted is what makes the upside case testable rather than hopeful.

Apple just posted a blowout quarter and the stock has been bleeding ever since, leaving investors to wonder whether a bold Wall Street outlier sees something the rest of the market is missing.

AMZN's $220B 2026 capex plan reflects surging AI demand, but rising costs raise the stakes as cloud growth accelerates.

On August 4, Reuters reported that Microsoft Corporation (NASDAQ:MSFT), Meta Platforms, Inc. (NASDAQ:META), Oracle, Amazon, and Alphabet have together committed roughly $1.09 trillion in future lease payments for facilities that haven’t even opened yet, mostly AI data centers. Microsoft’s own pipeline is the largest of the group, at $329.1 billion. Why This Bill Doesn’t Show […]

Amazon just handed investors a 13% surge after its fastest AWS growth in 18 quarters, but a newer ETF claims it can capture that upside while paying you cash every single Friday. Here is what the structure actually delivers.

Victory Marine Holdings has appointed Miles Bodie as Director of E-Commerce at its Dunn & Groux Beverage Holdings subsidiary, adding dedicated leadership to expand GUTSI across Amazon, Walmart Marketplace and direct-to-consumer channels. Key Investor TakeawaysVictory Marine Holdings (USOTC:VMHG) is strengthening GUTSI’s e-commerce strategy as it seeks to connect digital sales with its existing retail, distributor and Direct Store Distribution infrastructure.

The upside case rests less on order counts than on what a mass-market ramp does to the cost of every vehicle leaving its Illinois plant.

Airbnb's 20% net margin and minimal debt contrast sharply with PepsiCo's 8.8% margin and 2.4x leverage, but valuation premiums tell a different story.

CRWV's record revenue, $104.2 billion backlog and global expansion highlight surging AI cloud demand and a push to scale capacity.

Growth and margins settle the quality question, so what a buyer is really underwriting is how long U.S. demand for sovereign AI lasts.

Nvidia already sits at the center of every major AI deal, data center, and startup shaping the future of technology. What happens when the company that supplies the weapons also becomes the banker funding the war?

Hyperscalers' $720B-$745B AI Capex plans are likely to fuel demand for Micron, FormFactor, Texas Instruments and NVIDIA across the chip supply chain.

Record demand is not the danger for Apple stock; the danger is a component bill that keeps climbing and has already begun to take margin down.

Nvidia stock was rising in premarket trading Wednesday as fears over the company’s exposure to debt fueling the artificial intelligence boom eased. One factor depressing Nvidia stock in recent days has been nagging fears over the sustainability of debt to fund the buildout in AI. Hyperscalers such as Alphabet Amazon Meta and Microsoft —which provide the massive cloud computing and data infrastructure behind AI—have been taking on massive debt to fund the AI buildout.

Not all hyperscalers are created equal.

A plan for Wall Street to underwrite data center debt partially backed by Nvidia could add fresh fuel — and risk — to the AI boom.

LOGISTICS REPORT NEWSLETTER General Motors is setting up a $4.5 billion safety net designed to keep critical components flowing through supply-chain troubles, The Wall Street Journal’s Sharon Terlep writes.

(Bloomberg) -- One of the stock market’s favorite momentum plays from earlier this year is re-emerging as rising confidence in artificial intelligence spending sends the shares of optical component makers soaring again.Most Read from BloombergPhoebe Gates Knew Phia Shopping App Took Credit for Sales It Didn’t DriveFive Takeaways From Zuckerberg’s 6,500-Word Manifesto on AITata Sons Chairman to Step Down, Deepening Leadership TurmoilTrump Weighs Call for Capital Gains Tax Cuts as Midterm BoostPak

AMD and Nvidia are the market leaders for designing artificial intelligence (AI) GPUs.

As hyperscalers invest hundreds of trillions in AI infrastructure in the coming years, these two companies are top beneficiaries.

The cost of Amazon's AI pivot may be weighing on the stock.

The George Washington University recently sold its Virginia campus to Amazon, and The University of Michigan proposed a new $1.2 billion data center development.

Cerebras Systems stock has had a wild ride in a crowded field. But its Wafer-Scale Engine shows promise as AI enters a new era.

(Bloomberg) -- Hon Hai Precision Industry Co. reported a better-than-expected increase in quarterly profit, signaling robust global demand for AI hardware.Most Read from BloombergFive Takeaways From Zuckerberg’s 6,500-Word Manifesto on AIPhoebe Gates Knew Phia Shopping App Took Credit for Sales It Didn’t DrivePakistan Says Deal Is Close Even as Iran, US Harden StancesApple’s Glass-Centric 20th-Anniversary iPhone Remains on Track for 2027Air India Pilot Tests Positive for Drugs After Mid-Air Drop

Owlet Inc (OWLT) posts 29.9% revenue growth and record subscription income, while navigating aggressive competitor discounting and planning AI-driven product enhancements.

Beachbody (NASDAQ:BODI) Executive Chairman Mark Goldston outlined the company’s turnaround progress, retail expansion plans and product pipeline at a Canaccord consumer conference, saying the company has shifted away from its former multilevel marketing structure toward a direct-to-consumer and reta

Magazine Luiza SA (MGLUY) reports robust physical store growth and improved margins, while navigating online market share losses and macroeconomic headwinds.

For years, Amazon led the market by offering free two-day delivery to Prime members. That was a massive improvement over previous shipping standards, and it became table stakes for any retailer hoping to sell to a mass audience. As a shopper, two-day shipping generally worked for me, but once Uber ...