Notícias

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 ...

Microsoft's dividend yield is the highest among the Magnificent 7 companies. Reasonable valuations and strong momentum in AI monetization make MSFT stock a buy despite the sharp rally from its 2026 lows.

Microsoft's business is firing on all cylinders, yet its stock has lagged its peers. The market is either seeing a problem ahead or offering a rare opportunity.

Beyond the familiar retail storefront, a massive custom silicon operation is quietly compounding. This internal chips business now has an annual revenue run rate of over twenty-five billion dollars. The company's AI services have also crossed this threshold, creating two new growth engines inside the larger machine.

Amazon's 10.8% net margin and fortress balance sheet contrast sharply with Coupang's razor-thin 0.6% profitability and data-breach fallout.

Netflix's business is outperforming its peers, yet its stock is trailing the pack. Is the market seeing a slowdown investors are missing, or is this a classic case of price lagging behind performance.

Moby summary of Electrovaya Inc.'s Q3 2026 earnings call

CoreWeave (CRWV) reported better-than-expected second-quarter results as revenue more than doubled y

A city council bill backed by the mayor would require big delivery operators to directly employ couriers instead of relying on subcontractors.

Jabil Inc (NYSE:JBL) shares gained about 5% on Tuesday afternoon after UBS upgraded the stock to 'Buy' and raised its estimates, citing a multiyear growth cycle driven by artificial intelligence investment, healthcare demand and expanding automation and robotics markets. UBS set a $430 price...

Occidental Petroleum has outperformed even Berkshire's other top energy investment, but the future hinges on another crude oil price spike.

The advertising line management once pointed to for AI money has been speeding up, not slowing down.

Amazon Stock Drops 1.8% as $3 Trillion Rally Cools

The tech giant's founder made a major stock sale last week, but that shouldn't discourage investors from buying.

On August 7, Vistra (NYSE:VST) posted a quarter that reads like a puzzle. Ongoing Operations Adjusted EBITDA jumped more than 30% year-over-year to $1,767 million in the three months ended June 30, yet GAAP net income actually slipped to $305 million. The gap traces back to hedge accounting rather than the underlying business, a reminder […]

Amazon.com, Inc. (NASDAQ:AMZN) and Apple Inc. (NASDAQ:AAPL) both beat Wall Street’s revenue estimates this week, but investors could not have reacted more differently. Amazon’s stock surged as much as 15%, while Apple’s fell more than 7%, on the very same earnings day. Why One Beat Got Rewarded and the Other Got Punished Amazon’s cloud unit, […]

A free gaming model could deepen Fire TV engagement

The options market prices a very wide band for the year ahead, while charging only the ordinary premium for it.

Tech stocks were mixed Tuesday afternoon, with the State Street Technology Select Sector SPDR ETF (X

UBS sees Jabil’s AI revenue jumping 50% by fiscal 2027 as spending from Amazon, Meta and Google fuels demand for its data-center infrastructure.

Why are the indexes red when the typical stock is green? Alphabet and Amazon account for nearly the whole decline, and Wednesday's inflation report is the week's real event.

Amazon.com stock has nearly doubled over the past three years, and current checks suggest the market price still sits below what intrinsic value estimates and earnings multiples imply. Both the Discounted Cash Flow (DCF) estimate and the market multiple read point to an undervalued setup at recent levels. Amazon.com has delivered a 97.8% return over the past three years, which puts extra focus on whether the current share price still offers a margin between market value and underlying...

NEW YORK, Aug 11 (Reuters) - AI infrastructure company Alpha Compute has signed a binding term sheet to acquire land and natural gas rights in Pennsylvania for $55 million ‌to develop a 200-megawatt data center campus, CEO Brittany Kaiser told Reuters on Tuesday. Surging demand for ‌artificial intelligence computing is driving a scramble for power supplies across the United States, prompting data center developers to secure their ​own energy sources rather than wait for grid connections.

Data center power needs are driving record gas turbine orders. GE Vernova and Caterpillar are among the leaders.

By Avinash P and Purvi Agarwal Aug 11 (Reuters) - Wall Street's main indexes slipped on Tuesday, as losses in tech stocks weighed on sentiment, while investors assessed reports of potential deals that

Dow Jones AI giants Nvidia and Amazon are in or near buy zones following strong stock market gains in recent sessions.

Jensen Huang just unveiled a financing framework that sent the three biggest cloud companies into the red, and the reason why reveals a seismic shift in who controls the future of AI infrastructure.

UPS’s next contract with the Teamsters union in two years will determine its own fate in parcel delivery and create monumental change at Amazon, FedEx, the U.S. Postal Service, Walmart and other couriers, according to an industry expert. The post Analyst: UPS-Teamsters 2028 showdown will unleash parcel industry tsunami appeared first on FreightWaves.

Jabil could see AI-related revenue grow 50% to more than $20 billion in fiscal 2027, according to UBS.

Investing.com -- UBS upgraded Jabil to Buy from Neutral, citing stronger AI-driven demand and a more diversified business mix. The bank kept its $430 price target, implying about 28% upside, while raising its fiscal 2027 and 2028 EPS estimates to $16.78 and $20.24 from $15.89 and $18.34, respectively.