Notícias

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.

AMD Wins Big Vote of Confidence With $685 Price Target Raise

D.A. Davidson's Gil Luria joins Yahoo Finance's Josh Lipton to explain why Microsoft (MSFT) is a top AI stock, arguing that its multi-year access to OpenAI’s technology and the rise of open-source models make owning a proprietary frontier model unnecessary.

Big Tech is reportedly sitting on $1.65 trillion in debt that investors can’t see on any balance sheet, and prominent tech critic Ed Zitron calls it “a corporate scandal.” The figure comes from a Nikkei Asia study of Meta Platforms (NASDAQ:META), Oracle (NYSE:ORCL), Alphabet (NASDAQ:GOOGL), Microsoft (NASDAQ:MSFT) and Amazon (NASDAQ:AMZN). Combined with the roughly $1.35 trillion the companies officially report, their total obligations may sit around $3 trillion, with more than half of it outsid

Yahoo Finance Markets and Data Editor Jared Blikre takes a closer look at the space industry, including SpaceX (SPCX) which has sunk below its IPO price, and examines how top space stocks are off their 52-week highs.

Advanced Micro Devices (AMD) unveiled its latest AI infrastructure product, the Helios rackscale systems for data centers. Yahoo Finance Tech Editor Dan Howley outlines AMD's latest raft of microprocessors and other products that aim to put it in direct competition with chip competitor Nvidia (NVDA). AMD is currently scheduled to report second quarter earnings on Tuesday, August 4, well ahead of Nvidia's earnings release expected out on Wednesday, August 26.

Amazon stock slipped below its 200-day moving average after Google's Q2 report reignited AI cost fears.

IREN (NasdaqGS:IREN) is back in focus after announcing US$2.8b in new multi-year AI cloud contracts with clients including Microsoft and NVIDIA, lifting its 2026 AI Cloud ARR target above US$4b. See our latest analysis for IREN. Despite the contract news lifting IREN’s profile, recent trading has been choppy, with the share price falling about 27% over 30 days and 21% over 90 days, even as the 1 year total shareholder return is about 117% and the 3 year total shareholder return is around...

AMD says its chips are superior to Nvidia, Intel, and Arm offerings. It’s out-of-character bravado for the firm.

CEO Andy Jassy has pledged that Amazon will be a "meaningful leader" in AI.

Databricks will run its own core business operations on Azure and expand its use of Microsoft's Arm-based Cobalt custom processors

If you're looking for more frequent payouts, you can still enjoy the benefits of low fees and broad diversification, thanks to these top monthly dividend ETFs.

What happens when a quantum computer becomes powerful enough to break Bitcoin technology? This question became a reality in December 2024, when Google unveiled Willow, a quantum chip it said could finish in minutes a calculation that would take the fastest supercomputers an almost unimaginable span ...

(Bloomberg) -- The Magnificent Seven group of megacap technology stocks is on track for its biggest one-day drop since the tariff tantrum in April 2025 as results from Alphabet Inc. and Tesla Inc. are casting doubt on the durability of the artificial intelligence trade that has powered the stock market for more than three years.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

$888.2 billion That's how much the Mag Seven tech stocks have collectively lost in market value today, as of midday trading. It's the biggest one-day market cap decline for those names since the tariff turmoil of April 2025.

Tesla just delivered one of its ugliest earnings prints in years while Apple quietly shattered revenue records, and the gap between these two titans is widening fast enough to reshape how analysts are pricing both stocks right now.

Once ranked among America's corporate giants, IBM has missed nearly every major tech revolution of the past four decades. Now a stunning earnings report reveals just how far and how fast the company continues to fall.

The biggest US stock fund is asking a premium price, but the powerful earnings growth of its top holdings makes a strong case for it.

Evercore ISI senior managing director and head of internet research, Mark Mahaney, discusses Alphabet's (GOOG, GOOGL) recent earnings results and his outlook for AI capex spending.

Evercore ISI senior managing director and head of internet research, Mark Mahaney, discusses Alphabet's (GOOG, GOOGL) recent earnings results and his outlook for AI capex spending.

Jimmy Chang, Chief Investment Officer at Rockefeller Global Family Office, used CNBC’s Closing Bell Overtime to deliver a pointed warning ahead of Big Tech earnings: the record AI CapEx cycle may already be masking an overbuild that markets have not yet learned to see. Chang argued that strong earnings are already priced in and the ... Rockefeller CIO Warns: Big Tech’s $650B AI Buildout May Be Hiding a Massive Overbuild

Microsoft is down big, capex is exploding, and critics are calling AI infrastructure the fastest-depreciating asset in tech history. So why does every dip feel like an invitation to buy more?

Investing.com -- Alphabet burned $5.9 billion in free cash flow in the second quarter of 2026—its first cash burn on record. Tesla burned another $1.1 billion. Together, the two reports have crystallized a fear that has been building all year: Big Tech's AI infrastructure build-out is consuming capital faster than it can generate returns.

Investors have spent the last few years chasing AI growth by buying shares of companies like Nvidia and Microsoft. But a senior Wall Street executive says that strategy may not work for what comes next. Sandy Kaul, Head of Digital Assets and Innovation at Franklin Templeton (NYSE: BEN), an asset ...

This automation software firm is handing back far more cash than the average company, yet the market keeps marking it down. Here’s why.

After a steep slide, Intuit's stock has landed on a price floor that has launched major rallies before, forcing investors to ask if the business arriving this time is strong enough to hold the line.

Databricks said on Thursday it would expand its partnership with Microsoft through the ‌2030s, a deal under which it will increase ‌its use of the Azure platform and Microsoft's custom chips. Databricks offers a ​platform that helps users ingest, analyze and build AI applications using complex data from various sources. One of the most valuable private companies, the San Francisco-based firm's move marks a ‌sizeable win for ⁠Microsoft's Azure cloud business and comes as enterprise AI adoption accelerates.

Most of the Magnificent Seven stocks carry narratives that have quietly stopped holding up, but two names in the group still pass every test our model throws at them. Find out which two made the cut and why the gap between them matters more than most investors realize.