Notícias

These three energy companies are on different paths to reward shareholders, but all are well-positioned right now.

India’s government has ordered the shutdown of Bitchat, the messaging app built by Block (NYSE: $XYZ) chief e...

Intel's stock is surging while the rest of the chip sector sits flat, and the reasons behind that split tell a much bigger story about where the semiconductor race is actually headed.

The AI chip maker hasn't been trading like a chip stock recently, aligning more with its Big Tech peers.

UiPath's stock has been left for dead, yet several of enterprise software's biggest players have compelling reasons to want it. Five names stand out as potential acquirers, and the logic behind one of them is almost impossible to argue against.

July 24 (Reuters) - U.S. equity funds recorded outflows for a second consecutive week as caution ahead of earnings reports from major technology companies and a renewed rise in oil prices weighed on

(Bloomberg) -- Corporate earnings strong enough to beat the highest expectations in years have failed to impress investors fretting about AI spending and economic growth.Most Read from BloombergRetina Chip Designed to Restore Sight to Go on Sale in EuropeHegseth Turns to UNC, Virginia Tech After Dropping Ivy LeagueApple Plans Overhaul of MacBooks, iMac in Push to Meet AI DemandTrump Rebuilds Tariffs With New Levies on 60 EconomiesAlphabet Falls as $205 Billion Spending Plan Fuels AI Cost FearAbo

Micron stock and SK Hynix stock slipped lower early Friday but remain well-positioned for gains amid Big Tech earnings that have so far benefitted chips stocks but weighed on the S&P 500.

Citigroup just called the Magnificent Seven dead, and the charts of some members make it hard to argue. But one Wall Street analyst sees something hiding inside the carnage that most investors are completely missing.

(Bloomberg) -- A rapid selloff in the high-flying momentum trade is wrecking the strategy’s staunchest bulls: Retail traders. Most Read from BloombergRetina Chip Designed to Restore Sight to Go on Sale in EuropeHegseth Turns to UNC, Virginia Tech After Dropping Ivy LeagueApple Plans Overhaul of MacBooks, iMac in Push to Meet AI DemandTrump Rebuilds Tariffs With New Levies on 60 EconomiesAlphabet Falls as $205 Billion Spending Plan Fuels AI Cost FearA basket of 50 stocks favored by amateur invest

This year has not been kind to big-name enterprise software stocks — with some of the sector's biggest names like Microsoft and Salesforce down sharply. Fears that top artificial intelligence models from Anthropic and OpenAI could displace existing enterprise software have weighed on the software sector. At Snowflake's investor day last month, Chief Executive Sridhar Ramaswamy said the company is seeing benefits from its focus on creating "the definitive data platform that people would want to use if they wanted to get value from AI."

Apple stock is holding up the best out of the Magnificent Seven stocks as the company has proceeded cautiously with its AI investments.

Is AI causing inflation or will it combat it?

The AI chip maker hasn't been trading like a chip stock recently, aligning more with its Big Tech peers.

According to a Financial Times report, investors want yields above 7%, roughly 0.4 percentage points higher than Meta paid during its previous record $27 billion financing.

July 24 (Reuters) - U.S. stock index futures edged higher on Friday after a tech-led selloff in the previous session, as investors weighed fresh earnings, escalating Middle East tensions and a new

Micron stock and SK Hynix stock slipped lower early Friday but remain well-positioned for gains amid Big Tech earnings that have so far benefitted chips stocks but weighed on the S&P 500.

By Lewis Krauskopf NEW YORK, July 24 (Reuters) - A wobbly U.S. stock market will take its cues in the coming week from a Federal Reserve meeting set to shed light on the path for interest rates, and

Stocktwits data showed retail sentiment is weak, with a shift toward ‘extremely bearish’ on SPY and QQQ.

Wall Street’s concerns about capex and free cash flow for big tech now outweigh optimism regarding cloud performance.

Concerns about artificial-intelligence spending shaved roughly $890 billion in market value from the Magnificent Seven on Thursday.

Stocktwits retail traders said the contract could be the first of many government AI wins, with some also turning bullish on Palantir and enterprise software peers.

AMDsigned a multibillion-dollar chip and investment deal with Anthropic on Wednesday, July 22, its second major AI infrastructure agreement in three days. Two days earlier, AMD’s Azure deal with Microsoft sent shares up as much as 5%. This time, AMD shares fell 2.5% in premarket trading, according ...

The two hyperscalers have a lot in common as investments.

Today, July 23, 2026, investors punished the search giant after it raised capital spending forecasts again, signaling aggressive AI investment ahead.

Oklo (OKLO) is back in focus after the Trump administration selected the company for a US$200 million federal program that links advanced nuclear reactors to AI data centers, alongside Microsoft and Nvidia. See our latest analysis for Oklo. The federal backing has arrived after a difficult stretch for Oklo’s stock, with the share price down 42.8% year to date and 41.8% over 90 days, even though the 5 year total shareholder return is up more than fourfold. Recent momentum has been fading...

Dozens of data center developers and utilities pledged with President Donald Trump that AI data centers won’t raise consumer electricity bills. The opposition won’t back down.

WASHINGTON, July 23 () - The Pentagon announced on Thursday a nearly $7 billion, up-to-10-year agreement with Oracle ‌to consolidate the department's on-premises software licenses ‌into a single contract, the latest move by the Pentagon's technology ​chief to cut costs by eliminating fragmented purchasing. The Enterprise Software Agreement, negotiated by the Department of the Navy, is between the Pentagon and Oracle for its on-premises ‌compute usage.

(Bloomberg) -- Goldman Sachs Group Inc. and JPMorgan Chase & Co. launched products this week allowing investors to quickly cut — or ramp up — exposure to tech industry debt, as concerns mount over hyperscalers’ huge future bond sales for artificial intelligence investments.Most Read from BloombergRetina Chip Designed to Restore Sight to Go on Sale in EuropeHegseth Turns to UNC, Virginia Tech After Dropping Ivy LeagueApple Plans Overhaul of MacBooks, iMac in Push to Meet AI DemandAlphabet Falls a

The "Magnificent Seven" group of stocks suffered its steepest one-day decline since the tariff-driven market sell-off in April 2025.