Notícias

Xbox's $150 price hike and Sony's earlier increase show AI memory demand pressuring US console costs before GTA VI.

Microsoft’s Q4 results and the ensuing rally injected fresh life into the stock, which has lagged for most of this year.

Aswath Damodaran warns smaller AI stocks face a shakeout as Big Tech's cash flow protects Magnificent Seven giants.

Meta's ad business is on fire, but on its latest earnings call, analysts kept probing the large, open-ended bill for its AI future, and management’s answers revealed the real risk.

REVIEW PREVIEW NEWSLETTER Fresh Record. Markets kicked off the first trading day of August on a strong note, with the Dow Jones Industrial Average closing at a new high on Monday. The pullback in oil prices held despite Iran’s denial of any peace talks taking place, allowing markets to look through the latest geopolitical back-and-forth and focus on a Magnificent 7 rally.

Microsoft's growth story is undeniable, but its latest earnings call revealed the one question that truly matters: who is paying for the large AI buildout, and what happens if they stop.

Wall Street's Magnificent Seven -- Apple, Nvidia, Alphabet, Microsoft, Amazon, Meta Platforms, and Tesla -- are quickly losing their luster.

Ackman isn't leaving this opportunity on the table, and retail investors shouldn't, either.

Ray Wang sees the AI market splitting megacaps into two very different investment stories, and the beaten-down names Wall Street has abandoned may be hiding the more compelling opportunity.

<p>MAGS, MGK and QQQ are the three ETFs that hold all seven Magnificent 7 stocks. Compare their weights, fees and 2026 returns to find the right fit.</p>

Apple has been a much hotter stock than Microsoft over the past year, but things could change drastically in the not-too-distant future.

The new valuation raises expectations for Amazon's AI returns

D.A. Davidson Head of Technology Research Gil Luria joins Market Domination Overtime to discuss Palantir's (PLTR) strong second-quarter results and explain why he believes the AI leader is the "best" publicly traded technology company.

Supply shortages and below-consensus guidance continued separating Apple from the broader mega-cap technology rally.

US equity indexes ended higher Monday as crude oil prices fell after President Donald Trump said the

Big Tech stocks are soaring after the companies reported earnings last week, namely Microsoft (MSFT) and Amazon (AMZN). Yahoo Finance Technology Editor Dan Howley takes a closer look.

Both Amazon and Microsoft crushed earnings and surged on identical catalysts, but the businesses underneath those matching gains point in very different directions for what comes next.

Tech stocks were higher late Monday afternoon, with the State Street Technology Select Sector SPDR E

Here's a look at the Magnificent Seven tech stocks, which are on quite a roll. The megacap stocks have added about $800 billion in market cap today alone, adding to about $1.1 trillion over the past two trading sessions, according to Dow Jones Market Data.

Suze Orman walked through a real SpaceX IPO trade that turned $10,000 into roughly $5,600 in seven weeks, and her lesson has nothing to do with rockets or Elon Musk.

CoreWeave stock jumps as AI infrastructure spending gets another boost

Accelerating demand reported by major cloud providers improved sentiment toward infrastructure companies across the AI investment cycle.

Amazon Stock Soars as AWS Growth Helps Push Market Value Past $3 Trillion

Microsoft stock has been on a roll following its recent earnings report.

Investors who exited high-profile hyperscaler stocks because of surging AI capex may be overlooking an important point: Tech giants' cloud computing backlogs support their strong spending plans.

The AI spending boom is becoming so large so quickly that it's hitting an important metric watched by investors: free cash flow.

Microsoft spent about $175 billion this year, mostly for AI. It just showed shareholders that it can make good on its AI investments.

Blowout cloud earnings and a sudden geopolitical thaw sent the biggest AI names surging Monday, but the question investors are scrambling to answer is whether the rally signals a lasting regime change or just a relief bounce before the next round of capex anxiety.

AWS just posted its fastest cloud growth in 18 quarters, and Wall Street is still scrambling to price it in. Our conviction call on Amazon sits far above analyst consensus, and the gap reveals something most models are missing.

Goldman Sachs just made a bold call that the biggest AI profits are no longer coming from chips and data centers, and one software giant sits at the center of that shift.