Notícias

Beyond GPUs, AI's next winners may emerge across networking, software and quantum as investment broadens and governments boost next-gen computing.

Trade Desk's (TTD) downbeat third-quarter outlook following a second-quarter miss indicates macro an

In a “shrinkflation” world, investors might want to stop and appreciate the stock market, which is giving them more for less. While the is up 22% in the past year, valuations have actually come down, with the forward price/earnings ratio falling from 22.1 times forward earnings to 20 times, per Bloomberg data. Simply put, the “E” is rising faster than the “P.” Second-quarter earnings season has been one for the ages, with 86% of companies beating earnings estimates, above the average of 78%, and S&P 500 companies growing earnings by a startling 50.4% from one year ago, per FactSet.

Walmart gets $2.4 billion, Apple $2.2 billion. And you? Nothing.

Alphabet Inc (NASDAQ:GOOGL)’s shares are up by 80% over the past year and by 12.3% year-to-date. Cramer has turned increasingly positive on the firm over the past couple of months. Most of his praise has focused on Alphabet Inc (NASDAQ:GOOGL)’s cloud computing business and its AI platform. The shares dipped after the firm reported its […]

Amazon and MercadoLibre both crushed Q2 estimates, but one is burning cash to dominate the next decade while the other sacrifices margin to rewire consumer behavior across an entire continent. Picking the smarter buy right now requires understanding what each company is actually betting on.

Elon Musk offered Blue Origin support after the Jeff Bezos-owned company traced New Glenn’s May 28 launchpad explosion to the main oxygen valve on one of the rocket’s seven BE-4 engines. Musk Backs Blue Origin’s Flight Recovery "Hope you get...

Here, we have picked three AI stocks, AMD, AMZN and KLAC, which are well-poised to benefit from AI's growing use and ability to solve complex problems.

Applied Optoelectronics reports solid earnings, giving a boost to investors who hope it can be more than a meme stock.

Microsoft remains free-cash-flow positive.

If chips are being swapped out every two years, the depreciation math looks a bit rough.

The tech sector is chock-full of companies with high-quality earnings growth.

All three major US stock indexes were up in late-morning trading Friday after the Bureau of Labor St

The offering follows Alphabet's first-ever negative free cash flow and a second capex hike

Aswath Damodaran, the NYU Stern professor known as the “Dean of Valuation,” says Big Tech is “collectively overinvesting” in artificial intelligence, driven as much by fear of being left behind as by any clear path to profit. Speaking on the...

The risk to Microsoft stock is not demand but what serving that demand now costs, and the company's own outlook already points margins lower.

(Bloomberg) -- A luxury chain setting up shops across Manhattan is betting customers from Los Angeles to Chicago will be willing to pay $32 for an 8-ounce cup of coffee. Most Read from BloombergOpenAI’s New Device Will Be Hockey Puck-Sized and Cost Over $300Iran Wants to Bar US, Israeli Ships From Hormuz in Peace AccordIran Says Agreement on Hormuz Shipping Reached With OmanTrump Administration Considers Order on Autism and VaccinesWhy Do Data Centers Use So Much Fresh Water?London-based WatchHo

According to a report by The Information, AWS managers told engineers during a meeting in May to reduce compute usage wherever possible, including on CPU-powered servers.

The build-out that dented gross margin has not stopped the operating line from widening, and that is the number the selling appears to discount.

Google's parent is seeking as much as $25 billion in another bond sale as infrastructure spending accelerates.

You don't have to look hard to find your next winning stock.

New Jersey’s attorney general says Amazon used its market dominance over delivery partners and drivers to suppress wages, undermine unionization efforts and curb competition.

Details are emerging on OpenAI's (OPAI.PVT) upcoming AI device, according to Bloomberg. Morning Brief Host Julie Hyman is joined by Yahoo Breaking News Reporter Jake Conley and Monetary Matters Network co-founder Jack Farley take a closer look.

Four of the sharpest institutional investors on the planet converged on the same three stocks in Q1 2026, and one of those picks is down nearly 17% this year. Here is what they are seeing that most retail investors are missing.

Amazon's (AMZN) Amazon Web Services has asked engineers to reduce internal compute usage and free up

The company was reporting that AI availability tracked with better iPhone sales well before the market repriced the stock.

Shopify just posted its biggest single-day earnings pop in recent memory, and the rally may not be finished. Here is where the stock could land before December and what threatens to knock it off course.

Stock Market Today: The Dow Jones index rises Friday ahead of a pivotal July jobs report. AI name Cloudflare stock soars on earnings.

Amazon, with the staff and funds to experiment with any AI model out there, has come to some interesting conclusions about using the technology well. First, pairing a smart human with the AI matters, says Stephen Schmidt, Amazon’s chief security officer.

The company's cloud computing business could lead Amazon to new heights.