Notícias

CoreWeave expects the contracts it signed in the June quarter to carry higher contribution margins than the ones before them, and the price increase it took in July is not in those numbers yet.

Ackman sold shares of Amazon and Alphabet while buying shares of Microsoft and Meta Platforms.

Two bullish targets kept the AI leader stable while rising yields punished other mega-cap growth stocks.

Anthropic's rising valuation supercharged reported earnings, but investors remain focused on underlying cash generation.

The evidence that search advertising was getting more valuable, not less, sat in Alphabet's own numbers weeks before the price started to move.

The shipping courier is phasing out most of its last-mile delivery services for Amazon.

Apple's lower dependence on AI infrastructure spending helped it resist Thursday's bond-yield pressure.

The Seattle-based company will bring 300 to 500 jobs to Austin, Texas as it build a multibillion-dollar robotics manufacturing facility.

Amazon.com Inc (NASDAQ:AMZN) shares are falling Thursday, even after Rosenblatt initiated coverage on the stock with a Buy rating and $335 price target. Here’s what you should know. Amazon.com stock is facing resistance. Why is AMZN stock trading lower? Rosenblatt Starts Amazon at Buy, Cites Underappreciated AI Position Rosenblatt analyst Scott Devitt began coverage of Amazon, initiating a Buy rating and a $335 price target that implies roughly 26% upside from the stock’s current price of around

The latest expansion could sharpen Amazon's retail cost advantage

AWS is Amazon's most important segment.

Alibaba's (BABA) fiscal first-quarter earnings missed expectations even as revenue edged past Wall S

Amazon and Alphabet are among the stocks positioned to benefit as the use of AI shopping accelerates. AI agents are increasingly capable of performing tasks like comparing prices.

Marvell Technology (MRVL) is expected to deliver a fiscal Q2 beat and raise its Q3 guidance, RBC Cap

Just like individual investors, companies hold stock in other companies, and unrealized gains in these stocks can boost earnings numbers.

Early in its life as a publicly traded company, SpaceX stock has shown little correlation with other large tech stocks.

David Tepper added shares of Amazon, Meta, Alphabet, and Nvidia to his portfolio in Q2.

The AI market cap race among the biggest tech giants reveals a brutal reshuffling of power, and one social media behemoth is watching its AI ambitions get priced into irrelevance while a private upstart threatens to leapfrog it entirely.

Dell, Celestica, Lumentum and Vertiv offer four ways to tap into AI data center growth across servers, networking, optics, power and cooling.

Greg Abel's first full quarter running Berkshire's portfolio wiped out sixteen positions in one sweep, and OMAH shareholders are only now finding out what that means for the fund they thought they owned.

Amazon is rolling out drone delivery to hundreds of cities, promising packages in 30 minutes flat. But the FAA, noise complaints, privacy concerns, and a few inconvenient realities suggest the rollout may hit serious turbulence.

Alphabet Inc.’s Waymo has built a custom chip that the company said will improve the performance of its robotaxis, while also diversifying its chip supply beyond third-party companies such as Nvidia Corp.

Tesla's 500-Semi Einride order signals rising commercial demand, but a gradual production ramp and battery constraints temper optimism.

Just how encouraged are Target executives about the state of their turnaround project? Target executives said “encouraged” or “encouraging” 20 times on their analyst call Wednesday to discuss second-quarter results—nearly matching 21 such occasions in Q1 and pacing far ahead of the nine times executives used those words on the calls for the first half of last year. Chief Merchandising Officer Cara Sylvester cited progress with the center-store grocery overhaul, including more fresh produce, new focal points for seasonal offerings and added space for growth categories like functional coffee: “The response has been really encouraging.”

Sysco on Thursday said it has appointed two new directors with ‌artificial intelligence and industry expertise, while also ‌strengthening board oversight, as the food distributor pushes ahead with ​its AI-driven transformation. The move comes as food and restaurant companies increasingly adopt AI tools to improve demand forecasting, inventory management, supply-chain planning and customer ‌service. Here are the ⁠details: • Jason Murray, CEO of logistics technology firm Shipium and a former Amazon ⁠executive, and Tom Ondrof, former CFO of food service company Aramark, will join the board on ​September 1, ​increasing its size ​to 13 directors.

Designkit has unveiled an AI-powered video platform designed to transform product photos into marketing videos, catering to the growing demand for video content in e-commerce. The platform enables brands to convert existing image assets into videos suitable for various channels, including online stores, social media platforms, and digital ads, without the need for traditional filming and editing processes. This innovation stands to streamline the creative workflow for e-commerce teams,...

Amazon Picks Austin for New Robotics Facility, Adding Up to 500 Jobs

As U.S. companies raise billions of dollars to fund their AI dreams, they’re primarily tapping debt markets. Nearly 70% of the $456 billion cash raised for AI from the public market in 2026 has come from the investment-grade debt market, according to Bank of America Global Research. At $309 billion, that amount is more than double the $136 billion in AI-related investment-grade debt issued in all of 2025.

When some of Wall Street’s most prominent CEOs recently appeared on TV with Nvidia Corp.’s Jensen Huang, touting their $500 billion pact to finance AI chips, one participant stood out.

As large language models become more interchangeable, balance sheets will matter as much as tech breakthroughs in the AI race.