Notícias

Unease about negotiations to reopen the Strait of Hormuz boosted oil and yields but pressured stocks at the start of a big week for inflation data.

Stronger earnings and improving AI returns persuaded JPMorgan strategists to raise their market forecast despite persistent valuation and geopolitical risks.

Economist Torsten Sløk points out that the AI capex boom is lifting profit margins for the Mag Seven, but not other companies.

Microsoft joins a growing field of tech companies scaling up production of their own chips to battle AI costs.

JPMorgan highlighted Microsoft's cloud growth and backlog while raising its S&P 500 earnings and year-end forecasts.

Cash flow could become next pressure point for megacaps

Custom silicon could reshape Microsoft's AI cost structure

Platforms like Meta, TikTok, Snapchat, and Google are facing a long road of litigation.

The appeals court ruled Section 230 provides a liability defense, not immunity, making Meta's appeal premature

The useful question for a holder is not which way this breaks, but how much of the position the priced band puts in play.

Tech stocks were lower Monday afternoon, with the State Street Technology Select Sector SPDR ETF (XL

Intel (INTC) plans to raise $15 billion from a common stock offering to support capital expenditures

Nvidia (NVDA) is likely to deliver a fiscal second-quarter revenue beat and issue an upbeat guidance

Tech stocks still look like the place to be.

Adobe has deliberately traded near-term recurring revenue for free users, and the option chain is charging for the uncertainty that leaves behind.

Intel just chose to sell $15 billion worth of its own stock rather than borrow more money, and shareholders are already paying the price. The question hanging over the entire AI infrastructure boom is whether anyone building it will ever generate enough cash to justify the cost.

AMD's Taalas acquisition adds specialized AI inference silicon to its roadmap, aiming to boost performance and efficiency against fierce competition.

A U.S. appeals court on Monday allowed thousands of lawsuits to move forward against Meta Platforms, Alphabet's Google, ByteDance's TikTok, and other social media companies over claims they designed their products to be addictive to young ‌users. The San Francisco-based 9th U.S. Circuit Court of Appeals rejected the companies’ bid to reverse a lower court’s ruling forcing them to ‌face some 2,400 lawsuits over the claims filed in federal court. The companies, which also include Snap Inc's Snapchat, had argued that Section 230 of the Communications Decency Act of 1996 -  which ​shields them from lawsuits over content posted by their users - also shields them from allegations that they failed to warn the public about the addictive nature of their platforms.

Investing.com -- Berkshire Hathaway Inc. shares were trading over 2.5% higher on Monday, reaching their highest level since legendary investor Warren Buffett announced his departure as chief executive in May 2025. The stock climbed as much as 3.3% earlier in the session after successor Greg Abel increased spending from the company's cash reserves and financial results exceeded analyst expectations.

Google stock is in need of a jump-start after the recent DeepMind shake-up. Robust 2026 estimates may reignite the AI giant's shares.

Soaring memory costs have already pushed up MacBook and iPad prices, but those products are small fish compared to the iPhone. Now Apple faces a collision of forces that could force its hand on the product that generates 90% of the smartphone industry's profits.

Yahoo Finance Markets and Data Editor Jared Blikre and Breaking News Reporter Jake Conley break down Berkshire Hathaway (BRK-A, BRK-B)’s new approach under CEO Greg Abel. The company bought more stocks than it sold for the first time in three years, signaling a potential shift in its investment strategy.

Alphabet (GOOG, GOOGL) shares made headlines recently after the company’s AI division saw a series of high-profile departures. Gene Munster, managing partner at Deepwater Asset Management, recently said on CNBC that the brain drain at Google should not be ignored, arguing that the departures of key AI researchers could have implications beyond the headlines. Munster […]

The only fresh operating news of the week does not come online for another two years.

Wall Street analysts downgraded the stock in the wake of last week's dismal earnings report.

Argus Research analyst Jim Kelleher early Monday upgraded Sandisk to Buy from Hold with a 12-month price target of $1,600. Sandisk stock advanced 2.2% to $1,238.50 on Monday. At the time, Sandisk was trading around $1,757.

Microsoft, Amazon, Micron and Alphabet headline a strong Q2 season, with robust earnings and upward revisions reinforcing corporate fundamentals.

Wall Street has been fretting over a potential AI bubble burst and whether huge AI spending by companies would ever pay off. But Cathie Wood is doubling down. Ark recently bought 80,000 shares of Nvidia (NASDAQ:NVDA) across five funds. Ark also decreased its stake in Roblox (NYSE: RBLX). Nvidia: Growth Outpaces The Stock Price Nvidia […]

Buffett isn't the CEO of Berkshire Hathaway anymore, but he's still around to help successor Greg Abel.

Sevens Report Research founder Tom Essaye explains why cloud capacity is the next critical bottleneck in AI infrastructure and ranks Google (GOOG), Amazon (AMZN), and Microsoft (MSFT) based on their cloud revenue opportunities.