Notícias

One departure raises bigger questions about Google's AI bench

VFIAX carries the word "diversified" in its pitch, but what sits inside the fund tells a different story about concentration, risk, and how a handful of platform giants now shape the retirement savings of millions.

The world's largest sovereign wealth fund holds Nvidia shares worth 612 billion kroner, exceeding every other company in its portfolio.

Norway's sovereign wealth fund valued its Alphabet position at 499 billion kroner, placing Google's parent above Microsoft and Amazon.

Wall Street is racing to turn raw compute power into a tradable asset class, but some investors warn that even the most ambitious financing package on record may leave the AI industry dangerously short of what it needs.

Microsoft (NASDAQ:MSFT) once treated the idea of leaving China as unthinkable. Back in 2010, when Google walked away over censorship concerns, Bill Gates and then-CEO Steve Ballmer thought Google was overreacting. Fast forward to August 13, and Reuters reports that at least 15 Microsoft branch offices and joint ventures in China have closed over the […]

SK Group Chairman Chey Tae-won, whose conglomerate controls SK Hynix (NASDAQ:SKHY), dismissed concerns Thursday about the memory giant’s exposure to Nvidia Corp. (NASDAQ:NVDA). He argued the chip giant remains indispensable to artificial intelligence infrastructure: “Without Nvidia, the AI ecosystem is...

For years, Google had a problem that even its dominance of internet search couldn't solve: Apple owned the relationship with hundreds of millions of valuable consumers through the devices they carried every day. Alphabet's (GOOGL) Google is making another attempt to close that gap, and its new ...

Dali Rajic, the former president and COO of Wiz, will take over as OpenAI prepares for a potential IPO

Alphabet's Google launched Gemini 3.7 Flash on Thursday, its latest AI model designed for software coding and automated business tasks, but offered ‌no details on when its flagship Pro model will be released. Investors have been ‌closely watching for Gemini 3.5 Pro, Google's premium model, as a test of whether its DeepMind AI unit can ​keep pace with rivals Anthropic and OpenAI. Google had said in July Gemini 3.5 Pro was being tested with partners and would be coming "soon".

Not one of 62 Wall Street analysts is willing to call Amazon a sell, yet the stock sits 13% below its 52-week high. Here is what the math says happens next.

Alphabet Inc.’s Google released another installment of its workhorse Gemini Flash artificial intelligence model, but didn’t say when it would release its most powerful AI model, Gemini 3.5 Pro, which has been hampered by delays.

OpenAI chief revenue officer Denise Dresser is leaving the company less than a year into the role. OpenAI appointed Dali Rajic, most recently president and COO of Google-owned cybersecurity company Wiz, to replace her.

Wall Street is nearly unanimous that Meta is a screaming buy, yet the stock keeps sliding while one analyst eyes a price target that sounds almost reckless. The story behind that gap is more complicated than a simple earnings miss.

Apple just posted its strongest June quarter ever, yet the stock sits 6% below its 52-week high while a supply-chain dispute and fading tariff tailwinds threaten to complicate the bullish case that Wall St. keeps building.

A study released Wednesday shows how 5% invalid traffic costs about $250,000 in cash and $750,000 in revenue losses.

Smart TVs are rapidly becoming television's default viewing environment, making the home screen a valuable bridge between consumers and the sprawling collection of streaming services competing for their attention.

The market sees a retailer bleeding cash into a spending spree. I keep buying anyway, and the reason comes down to three toll roads hiding inside one ticker.

OpenAI is naming its second new chief revenue officer in less than a year, a sign of efforts to bolster sales growth ahead of a highly anticipated Wall Street debut.

Alphabet is already converting its capex investments into AI revenues.

Investing.com -- Steve Eisman said the artificial intelligence boom depends largely on the success of just two companies: OpenAI and Anthropic.

The AI-driven memory shortage strikes again.

Michael Burry is pointing at a $770 billion AI spending wave and asking whether the money circling through hyperscalers, chip makers, and AI labs is creating real value or just the appearance of it.

Databricks Inc. has secured $5 billion in funding at a valuation of $190 billion, the second round of financing this year for a fast-growing software firm that competes with Snowflake Inc. and Alphabet Inc.

Eisman said OpenAI and Anthropic account for roughly 70% of AI-related revenue at Microsoft, Amazon, Google, and Oracle

With an investment in Alphabet, you get both an established AI player and exposure to Anthropic.

Alpha Wealth Funds, LLC, an investment management company, released its Q2 2026 letter for the “Insiders Fund”. A copy of the letter is available to download here. The Fund lost 1.45% in June, while it was up 8.43% for the 2nd quarter and 0.75% YTD. This compares to the S&P 500’s -0.95%, 15.2%, and 9.98% […]

Alpha Wealth Funds, LLC, an investment management company, released its Q2 2026 letter for the “Insiders Fund”. A copy of the letter is available to download here. The Fund lost 1.45% in June, while it was up 8.43% for the 2nd quarter and 0.75% YTD. This compares to the S&P 500’s -0.95%, 15.2%, and 9.98% […]

Baron Capital, an investment management company, released its Q2 2026 investor letter for the “Baron Opportunity Fund”. A copy of the letter is available to download here. During the second quarter, the Baron Opportunity Fund increased 27.07% (Institutional Shares), outperforming both the Russell 3000 Growth Index (17.05%) and the S&P 500 Index (15.20%). For the […]

Alphabet Inc.‘s Google‘s artificial intelligence assistant, Gemini, has achieved a significant milestone of 1 billion monthly active users, the company announced on Tuesday. According to Google’s data, 63% of Gemini users prefer voice interaction to typing prompts. The company also...