Notícias

Microsoft is due to report earnings after the closing bell on Wednesday, with traders anticipating a big move from the software giant’s stock.

A Wall Street Journal report about NVIDIA potentially backstopping OpenAI's compute ambitions at a staggering scale has triggered a broad selloff across AI hardware names, and the concern investors cannot shake goes straight to the heart of how sustainable the AI spending boom really is.

The Dow Jones Industrial Average was up, while the S&P 500 and Nasdaq Composite were down in late-mo

Every DeepSeek headline and server delay rumor triggers a fresh wave of fear around Nvidia, yet one stubborn number on the income statement keeps pulling a contrarian investor back to the buy button.

Each of these founders has unique strengths and a vision for their company.

Apple is close to overtaking Nvidia as the largest company for the first time in more than a year. Nvidia stock is down 3.7% today, extending its losses from last week. This brought its market capitalization down to $4.8 trillion.

Apple stock has climbed more than 22% year to date, with investors rewarding the iPhone maker for its capex-light approach to AI spending.

Microsoft shares are sitting 20% below their peak while the underlying business keeps compounding, and that gap is exactly why one investor sees a window closing fast before the July 29 earnings report.

Wall Street is heading for a pivotal week as Big Tech earnings, the Federal Reserve's rate decision and key inflation data test a market hovering near record highs. The busiest stretch begins on Wednesday, when Microsoft and Meta Platforms report earnings before the focus quickly shifts to...

Every time Wall Street panics over Amazon's capital spending, patient investors have walked away rich. The $200 billion capex announcement just triggered another selloff, and the history behind that pattern is worth understanding before dismissing it as reckless.

Tech skeptics say the AI rally is running on fumes, but one Wall Street analyst sees a demand imbalance so extreme it suggests the buildout has barely started. Here is what the latest hyperscaler earnings reveal about where we actually stand.

Tech stocks rose on Monday morning amid tentative optimism ahead of a flood of Big Tech earnings this week.

Alphabet dropped 7% after beating earnings estimates by nearly 200%, and that contradiction sent me straight to the buy button. Here is why a 16 P/E on the most aggressive AI infrastructure program in the market looks like the most compelling setup of the summer.

The reported financing relates to a planned 10-gigawatt AI campus in Ohio, a project expected to exceed $500 billion once computing hardware is included.

AI and data center projects drove 1.47 trillion baht in investment applications during the first half of 2026.

The market is the fastest-growing of all textiles and is pegged to have a valuation of $241.5 billion by 2035.

Stock Market Today: The Dow Jones index jumped 575 points on hopes of U.S.-Iran talks. Oil prices plunged 7% premarket Monday.

US equity futures rose pre-bell Monday as oil prices declined amid a pause in hostilities between th

Microsoft Earnings Could Make or Break AI Bull Case This Week

Chipmaker would guarantee the lease and debt, with a separate $350 billion chip financing under discussion

Eyes on capex guidance this week from Big Tech.

NVIDIA built the Open Secure AI Alliance with 36 partners after closed AI models blocked Hugging Face incident responders.

CleanSpark sits on a gigawatt-scale Texas power footprint that hyperscalers are racing to secure, yet its stock price tells a very different story. Five potential acquirers line up with very different odds, balance sheets, and strategic motives.

The benchmark US stock measures were pointing higher before the opening bell Monday after the US and

US equity futures rose pre-bell Monday as oil prices declined amid a pause in hostilities between th

Earnings season kicks into high gear this week.

Earnings season kicks into high gear this week.

Earnings season kicks into high gear this week.

Earnings season kicks into high gear this week.

Earnings season kicks into high gear this week.