Notícias

(Updates to show Anthropic declined to comment in the 16th paragraph.) The world's largest artifi

WOMN hits a new 52-week high as AI-driven gains in major tech holdings and a focus on gender diversity lift the ETF.

The market is entering the next commodity supercycle, Carlyle Group's Jeff Currie argues.

The new venture from the Google DeepMind CEO wants to "reimagine" drug discovery with AI.

Warren Buffett's successor Greg Abel is steering both day-to-day operations and a massive investment portfolio.

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

Alphabet has been a top-performing AI stock so far in 2026.

The tech sector has delivered the biggest returns for investors over the past few years. It's still the best place to put your money.

A high-profile hedge fund recently bought Microsoft stock and sold its Alphabet shares.

TSLA's robotaxi rollout faces delays, ride issues and rising Waymo competition as investors question whether Tesla can deliver on its AI ambitions.

Epistrophy Capital Research Chief Market Strategist and The Drill Down Podcast host Cory Johnson joins Market Catalysts to discuss the Cerebras IPO and key factors to watch in Nvidia’s (NVDA) upcoming earnings report.

Bill Ackman counts Microsoft, Meta Platforms, Amazon and Google among the holdings of his hedge fund Pershing Square Capital Management.

Sandisk insiders are harvesting gains from a blistering stock rally that has been fueled by artificial-intelligence demand for the company’s memory products. A filing with the Securities and Exchange Commission shows Chief Accounting Officer Michael Pokorny sold 2,446 shares on Tuesday for $1,426.18 each, or roughly $3.5 million. Following the transaction, Pokorny directly owned 22,375 Sandisk shares, which were valued at just under $31 million based on Thursday’s closing price of $1,382.72.

Billionaire investor Bill Ackman said his hedge fund, Pershing Square Capital Management, has initiated a new position in Microsoft Corp (NASDAQ:MSFT), according to a post on the social media platform X ahead of an upcoming 13F filing. “As two of the largest forces in equity markets --...

Microsoft has invested $12 billion in OpenAI over the past seven years, and now has a 27% stake in that company worth a staggering $230 billion.

Lance Roberts of RIA Advisors warned on the Thoughtful Money podcast that the S&P 500 has stretched so far above its key moving averages that a mean-reversion move could be a higher-probability scenario heading into the summer. “The big risk here is right now… we’ve got this massive deviation that’s going on kind of in ... Prediction. The S&P 500 Is So Far Above Its Moving Averages That a 10% Correction This Summer Is Not Out of the Question

The world's largest artificial intelligence firms could earn $200 billion in revenue this year, more

The world's largest artificial intelligence firms could earn $200 billion in revenue this year, more

The action camera maker, like so many other companies these days, is looking to defense applications as it evaluates a possible sale.

Consensus has Nvidia (NVDA) growing revenue by roughly 70% this year and by over 30% next year. The demand is real, and the capex behind it is committed. What is not well modeled is the infrastructure risk sitting between that demand and actual revenue recognition. The power grid is the primary constraint, and it is already affecting deployment schedules in 2026.

Anthropic’s valuation is nearing $1 trillion, an astonishing figure for a private company. The FT reports that it will raise $30 billion at a valuation of $900 billion. Less than a year ago, it raised $30 billion on a valuation of $380 billion. The numbers cannot help but drive the value of public companies that ... Anthropic Valuation Is Key For Alphabet

Alphabet (GOOGL) has received quite a bit of attention from Zacks.com users lately. Therefore, it is wise to be aware of the facts that can impact the stock's prospects.

Recently, Zacks.com users have been paying close attention to Alphabet (GOOG). This makes it worthwhile to examine what the stock has in store.

Intel (NASDAQ:INTC) has roughly tripled this year on a turnaround narrative wrapped around AI inference workloads, a fresh Google partnership, and selection as the host CPU for NVIDIA‘s (NASDAQ:NVDA) DGX Rubin systems. But here’s what you should actually be watching. The Intel Rally Is a Crowded Trade Dressed Up as a Comeback Intel is up ... Forget Intel. Its Own Executives Are Cashing Out and This Is the Chip Stock You Should Own Instead

Alphabet raised $3.6 billion in Japan's bond market as it funds heavy AI spending.

Global investment in artificial intelligence (AI) technology surged to $297 billion in 2024 as enterprise adoption accelerates beyond pilot programs, according to BCC Research's recent report. The significant increase in venture funding, primarily directed towards AI-focused companies, underscores a shift in the industry towards production-scale deployment. U.S. companies dominate private AI investments, highlighting a clear technological leadership, while corporate giants such as Google,...

Investing.com -- Pershing Square disclosed a new position in Microsoft Corp (NASDAQ:MSFT) on Friday, with billionaire investor Bill Ackman citing the recent market volatility as an opportunity to acquire what he described as a dominant franchise at an attractive valuation.

Happy Friday, all. Here’s some only-in-2026 math for you. “If you buy too much compute, you go out of business. If you buy too little compute, you can’t serve your customers.” That’s Krishna Rao, Anthropic’s CFO, on the Invest Like the Best podcast laying out the existential math of running a frontier AI lab. Under-buy ... Anthropic’s CFO Reveals the Compute Gamble That Could Sink Any AI Company. Here’s Why Nvidia, Amazon, and Google Are All in Play

The roaring U.S. stock market, powered by bets on tech and artificial intelligence that has lifted indexes to a series of record highs over the past six weeks, may have finally found a challenge it can’t easily overcome. Benchmark 10-year Treasury note yields jumped more than five basis points in overnight trading, pegging the paper at 4.535%, the highest in nearly a year.

YouTube could be a bigger part of Google's revenue flywheel than Wall Street analysts have thought. Google stock has advanced 27% in 2026.