Notícias

Tech stocks coverage for the week of Aug. 3.

Amazon shares jumped 5% this morning, propelling the company to a $3.08 trillion market valuation. The gain comes on the heels of a 15% jump on Friday, when Amazon stock had its best day in years after investors liked what they saw in its latest report card.

Which hyperscaler's balance sheet could ride out a rough stretch, and which couldn't? The gap between Microsoft and Oracle is wider than their spending suggests.

(Bloomberg) -- Amazon.com Inc. surpassed $3 trillion in market value for the first time, becoming only the fifth company to ever reach the milestone.Most Read from BloombergTrump Says US to Hold Off Iran Attack If Deal AgreedAlibaba Adds to China AI Breakthroughs With New Qwen Model Saudi Prince Concerned Over Trump’s Iran Strike Plan: AxiosTrump Says Iran Talks to Begin Monday After Scrapping AttackStocks Join Bonds Higher as US-Iran Hopes Sink Oil: Markets WrapThe e-commerce and cloud-computin

The tech giant is getting its mojo back.

One commands a nuclear fortress with tech giants locked in, the other juggles retail millions with leverage that's hard to ignore.

Same enormous AI bill, five very different wallets. Here's who's paying cash, who's borrowing heavily, and who's talking others into covering some of the tab.

Are all these AI spending figures actually comparable? Not quite, and the fine print is where this five-company story gets interesting.

Stock Market Today: The Dow Jones index rallied 600 points Monday after Trump called off new U.S. strikes on Iran. Oil prices plunged.

Investing.com -- The software sector is catching a major tailwind today, fueled by a noticeable rotation out of semiconductor stocks and into high-growth enterprise tech. Microsoft’s (NASDAQ: MSFT) strong pre-market rally—driven by a massive $90 billion Q4 print and 43% Azure growth—has ignited a broader bid across the iShares Expanded Tech-Software Sector ETF.

Revenue, iPhone, and Mac all set June quarter records; what sent the stock down was the September quarter guide and an open-ended memory cost.

Artificial intelligence is carrying this tech giant into a new era.

SoundHound AI has built something rare in the voice-AI space: a platform that major automakers, restaurant chains, banks, and smart TV brands all depend on. Now, with shares down sharply and a transformative merger pending, several trillion-dollar companies have real reasons to consider writing a check.

Goldman Sachs Says Strong Earnings Could Rescue the AI Trade

(Bloomberg) -- The momentum trade just gave investors a taste of the pronounced profit-and-loss swings they can expect if they fail to hedge or diversify, a warning that’s reinforced by growing inflation risks. Most Read from BloombergTrump Says US to Hold Off Iran Attack If Deal AgreedSaudi Prince Concerned Over Trump’s Iran Strike Plan: AxiosTrump Says Iran Talks to Begin Monday After Scrapping AttackSingapore's Gated Island for the Rich Is Marred by Decayed HomesAlibaba Adds to China AI Break

Major cloud companies all reported stellar growth, paving the way for more AI spending.

IREN (NasdaqGS:IREN) has expanded its AI Cloud business with new multi-year contracts from major technology companies. These contracts include agreements with Microsoft and NVIDIA and cover a large share of IREN's targeted year-end revenue. The company has raised its year-end revenue target and reports that most of this figure is now contracted. Customer prepayments and firmer contractual pricing are part of the new deal structure. IREN has been building out its AI Cloud offering as demand...

Investing.com -- Goldman Sachs reshuffled its U.S. Conviction List in its August update, adding Microsoft and five other names while removing Broadcom and three others.

AMD will report its Q2 earnings Tuesday.

Big Tech stocks were getting some love from investors on Monday after the prospect of peace talks between the U.S. and Iran soothed Wall Street. Roundhill's Magnificent Seven exchange-traded fund climbed 1.

Microsoft's AI and cloud momentum, Palo Alto's cybersecurity growth, and American Express' premium strategy headline today's top analyst reports.

Compute is getting more valuable, and Iren's cautious approach toward dealmaking may reward it in the long run.

Federal cloud and AI contracts are on the rise. This comes as agencies race to modernize legacy systems and improve citizen services. It’s against this backdrop that the Department of Veterans Affairs (VA) has expanded its relationship with Salesforce Inc. (NYSE:CRM). On July 24, Salesforce announced that it has secured a 3-year agreement with the […]

Apple, Microsoft, Meta, Amazon, Nvidia and Tesla have been highlighted in this Investment Ideas article.

US equity investors are expected to focus on earnings, labor market data, and messaging from top Fed

Recent earnings reports by the so-called hyperscalers have driven expectations even higher for their collective AI spending plans. Goldman Sachs credit strategists estimate that approximately $400 billion in highly rated investment-grade bonds could be issued directly by hyperscalers globally in 2027. A group of investment-grade hyperscalers tracked by Barclays credit strategists includes Alphabet Amazon.com Meta Platforms Microsoft Oracle and SpaceX. The spread offered by these companies’ bonds over benchmark Treasurys has widened by almost a quarter percentage point over the past month through July 30, according to tracking by Barclays.

U. S. stock index futures traded higher on Monday as investors reacted to renewed diplomatic efforts between the United States and Iran while preparing for another busy week of corporate earnings and economic data.

Microsoft, Amazon and Alphabet's have been highlighted in this Earnings Preview article.

Microsoft's earnings report was a big win for bulls.

Investors took profits in high-flying chip stocks and rotated into beaten-down software names, while also seeking the relative safety of defensive sectors such as energy and financials.