Notícias

Wayfair (W) shares surged Tuesday after the company reported better-than-expected second-quarter res

Strong earnings from the biggest technology companies and improving AI spending trends could help drive another leg higher for Big Tech stocks, according to Société Générale.

Nvidia reports fiscal 2027 second-quarter earnings on Aug. 26.

Microsoft Corp, Meta Platforms Inc, Oracle Corp, Amazon and Alphabet have committed about $1.09 trillion in future payments under leases that have not yet begun, mostly for data centres ‌needed to power the artificial intelligence boom. The commitments show that a substantial part of Big Tech's ‌AI spending spree has already been locked in, without yet appearing as debt-like lease liabilities on company balance sheets. The total is nearly four times the roughly $285 billion of lease liabilities already recognised on the companies' balance sheets, according to company filings compiled by ‌Reuters.

The state's attorney general filed the federal antitrust lawsuit Tuesday, accusing Amazon of holding down pay for drivers in its Delivery Service Partner program

Nvidia stock clears the 50-day moving average amid Big Tech earnings. Advanced Micro Devices is set to report Tuesday.

Amazon, Google, and Microsoft just posted their biggest weekly gains in years, and one well-known analyst says the repricing has barely started. Before you decide whether to chase or wait, understand what the balance sheets and backlogs actually signal.

Nvidia keeps smashing records while skeptics like Michael Burry stack up bearish bets against it, yet one top analyst sees a supply crunch so severe it could make the doubters regret sitting on the sidelines.

Wall Street rewarded Microsoft and Amazon for their AI spending binges while punishing Alphabet for doing the same thing with better numbers underneath, and that contradiction left a window wide open for buyers who noticed the inconsistency.

Azure just did something it has never done before, and the metric buried in Microsoft's latest earnings report tells me this AI spending wave is nowhere near finished.

UBS just published a profit projection for Amazon that would reshape the entire corporate landscape by 2030, and the number hinges almost entirely on a single segment now growing at its fastest clip in four and a half years.

Pinterest is scheduled to report second-quarter financial results after the stock market closes on Tuesday.

Cloud computing is a huge growth driver.

All three major US stock indexes were up in late-morning trading Tuesday, as investors grew more opt

Amazon joins the $3T club as AI-driven AWS growth accelerates. See how ETFs with AMZN exposure can capture upside while helping reduce single-stock risk.

Tesla is burning cash to build robots and robotaxis while Amazon quietly turns AI infrastructure into a profit machine. Which giant is making the smarter bet with your money right now?

Reaching the next milestone takes about a 31% climb. The current pace of profit growth would more than cover it.

Amazon stock eased back after a 20% climb as founder Jeff Bezos filed to sell $4 billion worth of his shares.

Amazon just crossed a milestone that puts it in rare company, but the real question is whether the forces driving that surge can hold through year-end or whether a $200 billion spending gamble quietly undermines everything.

Ark Invest added to three existing positions on Monday, with two of them still trading for half of last year's peak.

Free cash flow is negative while the cloud build runs, and that is the whole question for anyone weighing the stock today.

Investors are torn between walking away from the AI trade as spending soars with little ROI to show for it, and staying in for fear of missing the next bull run. One analyst is clear: some of the biggest AI infrastructure players won’t survive this shakeout, and Oracle is at the top of his worry […]

(Update with New Jersey Attorney General Jennifer Davenport's statement on the lawsuit in the penult

The five most valuable companies in America just reported earnings, and the profit rankings will surprise you. One name sits at the top for reasons that have almost nothing to do with its actual business.

Aug 4 (Reuters) - New Jersey sued Amazon.com on Tuesday, accusing the online retailer of abusing its market power over independent delivery drivers, court records showed.

Microsoft just posted its biggest post-earnings surge in recent mega-cap history, and the move happened so fast it raises a serious question about what comes next for investors still eyeing the stock.

The earnings multiple has come all the way down to the market's, while the build-out behind the story keeps pushing gross margin lower.

Hims and Hers has 2.6 million subscribers, a battered stock price, and a CEO buying shares instead of signaling an exit. That combination puts a very specific list of giants on alert, and only one of them is a clean fit.

While the market focuses on streaming wars, a different category is quietly inflecting inside the business. Monthly players for cloud games have increased 11x since last October. This adoption is already outpacing the company's earlier push into mobile games, suggesting a new engagement engine is taking hold.

The sale comes after Amazon stock touched a record high, extending a rally that began after the company reported second-quarter earnings