Notícias

The numbers were huge, but so were the costs, and analysts wanted to know if Alphabet's large AI spending is building a real moat or just digging a hole.

A 61% jump in capital spending only works if cloud demand keeps outrunning supply. The next test arrives this week.

Wall Street expects Azure growth and AI adoption to remain the key drivers.

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Find insight on Microsoft, Shopify and more in the latest Market Talks covering Technology, Media and Telecom.

(Updates with market moves at the end of the day.) US stocks ended mixed in what turned out to be

US equity indexes were mixed Monday as crude oil declined on a lull in US strikes on Iran, while jit

Microsoft's massive AI spending spree has spooked investors all year, but one number buried in the earnings report changes the entire story of whether that capital is a gamble or a guaranteed return.

Advanced Micro Devices recently launched its Helios racks, which could unlock much more growth for the business.

Microsoft Corp (NASDAQ:MSFT) is set to report fiscal fourth quarter results this week, with UBS maintaining its ‘Buy’ rating while taking a more balanced tactical stance ahead of the release, citing expectations for higher capital spending alongside steady cloud demand. Following recent...

(Updates with index/price moves and company/geopolitical news from the first paragraph.) US equit

Tech stocks were lower late Monday afternoon, with the State Street Technology Select Sector SPDR ET

Microsoft has introduced MAI-Cyber-1-Flash alongside a multi-agent harness and new agentic system designed to scan, detect and fix complex software vulnerabilities at half the operating cost.

Palantir is bouncing hard today while one of Wall Street's most famous short sellers still has a position against it. Elite fundamentals and a sky-high valuation are pulling this stock in opposite directions, and the next few weeks will reveal which side wins.

Wedbush expects stronger CPU and GPU revenue as new AI partnerships support demand.

(Updates with latest market prices and developments.) US stocks were mixed intraday amid a sharp

Enterprise software providers, many left behind in the artificial-intelligence boom, were the apparent beneficiaries of a pullback in chip and hardware stocks. Workday the human-resources software provider, was the top performer in the large-cap index on Monday, jumping 9.3%. Altogether, the much-watched exchange-traded fund, or IGV, rose 4%, while the ETF, or SOXX, slumped 3.1%.

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

One member of big tech is sitting out the biggest spending boom in corporate history. Its results say more than its budget does.

Elon Musk's Tesla and SpaceX are having a brutal July. Meanwhile, Apple is quietly having its best month in four years.

RGTI's Q2 results are likely to spotlight Novera revenues, Cepheus-1 adoption and progress toward higher fidelity as investors weigh its quantum roadmap.

S&P 500 companies' second-quarter earnings growth reached 70%, driven by the information technology

Dow and S&P 500 futures gain 0.8% and Nasdaq futures 1.4% ahead of Microsoft, Meta, Apple and Amazon results and Wednesday's Fed call.

AMD Gets Massive Wall Street Upgrade as AI Revenue Outlook Soars

AMD's Helios rack-scale system is directly challenging Nvidia.

Nvidia stock drops within a base Monday ahead of a batch of Magnificent Seven earnings report on deck this week.

Microsoft Corporation (NASDAQ:MSFT) is seeking to position itself as the platform of choice for enterprise frontier AI adoption. It is part of the company’s strategy of extending its cloud platform, Azure, beyond traditional infrastructure into the foundation for nmext-generation AI computing. That was evident on July 21, as the software giant confirmed the expansion of […]

U.S. chip stocks are taking a beating Monday after a stratospheric stock market debut by Chinese memory-chip maker CXMT. But that's only the latest development to rattle jittery investors. Also: Apple has been lobbying the Trump administration on a plan to use memory chips from China in some Apple products.

It's a big week for tech earnings, with Amazon (AMZN), Apple (AAPL), Meta (META), and Microsoft (MSFT) all set to report quarterly results. Yahoo Finance Senior Reporter Brooke DiPalma and Argent Capital Management portfolio manager Jed Ellerbroek discuss their expectations for the upcoming reports. Yahoo Finance's AlphaSpace is a premium investment platform that combines data, charting, news, analysis, and more to help retail investors understand markets.

Cisco was the indispensable infrastructure giant of its era, posting real revenue right up until its customers ran out of money and its stock collapsed 86%. Now credit markets are flashing a strikingly similar warning about Nvidia, and the reason has nothing to do with chips.