Notícias

A widening efficiency gap could reshape AI valuations

Both had similar issues, but one is much easier to justify because of its business direction.

The potential breakthrough comes with a dangerous revenue gap

Amazon's cloud acceleration strengthened confidence that Alphabet's own infrastructure investments could generate measurable revenue growth.

Investors who exited high-profile hyperscaler stocks because of surging AI capex may be overlooking an important point: Tech giants' cloud computing backlogs support their strong spending plans.

Microsoft spent about $175 billion this year, mostly for AI. It just showed shareholders that it can make good on its AI investments.

Alphabet might remain free cash flow positive in 2026 -- but what about 2027?

Blowout cloud earnings and a sudden geopolitical thaw sent the biggest AI names surging Monday, but the question investors are scrambling to answer is whether the rally signals a lasting regime change or just a relief bounce before the next round of capex anxiety.

Google will source the full output of RWE’s Oklahoma solar project under a 15-year agreement, with operations slated to begin in 2028.

AWS just posted its fastest cloud growth in 18 quarters, and Wall Street is still scrambling to price it in. Our conviction call on Amazon sits far above analyst consensus, and the gap reveals something most models are missing.

The cloud war between Microsoft, Google, and Amazon is reshaping how AI gets built and deployed, and the gap between the three giants may surprise you. Hundreds of billions of dollars hinge on which platform corporations trust with their future.

Alphabet just posted one of the largest earnings beats in mega-cap tech history, then the stock dropped anyway. What the selloff revealed about the company's real valuation tells a different story than the headlines.

Every hyperscaler pays NVIDIA a massive toll to compete at the AI frontier, but one Mag 7 giant has quietly built an escape route that the others lack. The answer comes down to who actually owns the silicon running their biggest bets.

Apple, Alphabet, and Amazon are all printing record numbers this year, but the real question is whether the AI buildout can push them toward price targets that would make even bulls nervous to say out loud.

Coherent has surged on AI data center momentum and a blockbuster NVIDIA partnership, but a 28% single-month drop reveals just how violently this high-beta stock can swing. Here is what three distinct scenarios say about where a $1,000 stake could land by 2027.

Google Pulls Controversial AI Feature. Alphabet Stock Faces Fresh Scrutiny

Shares of hyperscaler companies climbed higher on Monday.

Alphabet was founded as Google in Menlo Park, California, in 1998, and its original name quickly became synonymous with the concept of the internet search engine. The company went public in 2004, and more than two decades later, it’s the third-largest company by market capitalization, with its ...

A high five-year correlation says Alphabet moves largely in step with the index you already hold, and its up-day and down-day capture readings say what owning that overlap actually feels like.

Amazon shares jumped 5.3% to $285.73 Monday and were on pace for a new all-time closing high, according to Dow Jones Market Data. Amazon also hit a market value of $3 trillion for the first time ever on Monday. It’s the fifth company to reach this milestone, after Apple Microsoft Nvidia and Alphabet Amazon first closed above a $1 trillion market cap on Feb. 4, 2020 and notched a $2 trillion market cap on June 26, 2024.

Alphabet, Amazon and Meta all raised 2026 guidance

Meta shed more than 15% this year while its ad engine quietly posted one of its strongest quarters ever, and that contradiction is exactly where the opportunity hides.

Amazon just handed investors a Q2 earnings report that raised a question most analysts are tiptoeing around: when a company at nearly $3 trillion in market cap accelerates its biggest business to an 18-quarter high while its free cash flow turns negative, is that a crisis or a signal?

The charge would apply to advertising revenue for companies earning more than A$250 million locally.

$500 billion That's the approximate amount of market cap lost by Apple since its four-session losing streak started Wednesday. The iPhone maker had just reclaimed its market-cap crown earlier in the week, but it has now slipped back to third among U.

Amazon stock soared Monday as investors digested a strong Q2 earnings season for cloud hyperscalers AWS, Google and Microsoft.

Berkshire's new CEO is bullish on the tech giant's future.

A near-in-line quarter came with a step change in cloud profitability and a bigger cash bill to fund it.

The quantum computing field is continuing to advance. This can be seen from companies diversifying their strategies and governments getting more involved in funding the efforts. It’s against this backdrop that International Business Machines Corporation (NYSE:IBM) has agreed to acquire HRL Laboratories from Boeing Co. (NYSE:BA) and General Motors Co. (NYSE:GM). HRL Laboratories is a […]

Good to see a more rational set of valuations on the biggest companies.