Notícias

Warren Buffett may have stepped down as Berkshire Hathaway’s CEO, but he says the Alphabet investment was his idea. That bet has now become quite enormous. Berkshire Hathaway disclosed on August 14 that it increased its stake in Alphabet Inc. (NASDAQ:GOOGL) by 83% during the second quarter to nearly 106 million shares worth about $37.8 […]

Broadcom is in talks with a group of ‌lenders to raise more than $60 ‌billion in debt for an AI chip financing ​deal that will benefit Anthropic and other companies, Bloomberg News reported on Thursday, citing people familiar with the ‌matter. The financing ⁠could include a roughly $30 billion junior debt tranche, and Broadcom ⁠would guarantee part of the senior-secured tranche possibly ranging from about $60 ​billion to $70 ​billion, the report ​said. Blackstone and Apollo Global Management are in talks with ‌Broadcom to participate ​in the financing, following ​a partnership ​the three companies struck ‌in June, the report added.

Sebastian Thrun, the engineer who founded and led Alphabet Inc.‘s Google’s self-driving-car project before it became Waymo, is developing a new robotics venture called Dulo. Stealth Startup Targets Hardware Design Thrun confirmed the venture to attendees at the Actuate robotics...

Stanley Druckenmiller's investment firm just swapped out Broadcom for a member of the "Magnificent Seven."

ASIC runs above 1,000 TOPS on TSMC's 5-nanometer process

Autonomous rideshare operator — which is owned by Alphabet (GOOG, GOOGL) — has begun building its own AI chips to better optimize sensor data, according to Bloomberg. Yahoo Finance Tech Editor Dan Howley examines Waymo's move to bring more of its technology in-house.

Investors are reconsidering whether Google's second custom-chip partner threatens Broadcom or simply expands an enormous market.

Despite the conservative push to end diversity, equity, and inclusion (DEI) initiatives in corporate America, new research shows that companies that did not heed the “go woke, go broke” warning...

AppLovin Corp (NASDAQ:APP) faces a mostly negative investor mood heading into the back half of the year, with few able to make a clear bullish case, according to a new Jefferies note summarizing recent investor conversations and a debate the firm hosted on the stock. Jefferies said questions...

Marvell's deeper Google relationship adds another competitor for AI inference workloads already contested by Nvidia.

Google's Marvell deal boosts its custom AI-chip role and challenges Broadcom, making Marvell the more attractive AI stock.

The latest 13F filings for the second quarter show that both Cathie Wood’s ARK Investment Management and Stanley Druckenmiller’s Duquesne Family Office hold Amazon (NASDAQ: AMZN) and Alphabet (NASDAQ: GOOGL), and both were buying in the quarter. Duquesne Family Office raised its stake by 1,083% in AMZN to 541,600 shares worth $129 million. Wood increased […]

Google just handed Marvell something Broadcom should have seen coming, and the terms of the deal reveal exactly who benefits when a hyperscaler decides it needs more than one custom silicon partner.

CoreWeave expects the contracts it signed in the June quarter to carry higher contribution margins than the ones before them, and the price increase it took in July is not in those numbers yet.

Ackman sold shares of Amazon and Alphabet while buying shares of Microsoft and Meta Platforms.

Two bullish targets kept the AI leader stable while rising yields punished other mega-cap growth stocks.

Broadcom and Marvell both crushed earnings on the same AI tailwind, but one offers durable cash flow while the other bets everything on optical speed. The gap between them tells you exactly which kind of risk you are actually taking on.

Unrealized investment profits strengthened reported results while enormous infrastructure spending continued consuming cash.

The evidence that search advertising was getting more valuable, not less, sat in Alphabet's own numbers weeks before the price started to move.

Alphabet is spending heavily on AI infrastructure, and for good reason.

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

Apple's lower dependence on AI infrastructure spending helped it resist Thursday's bond-yield pressure.

The latest trades reveal where Wood sees fresh upside

Tech giants can avoid the charge by paying publishers.

Amazon and Alphabet are among the stocks positioned to benefit as the use of AI shopping accelerates. AI agents are increasingly capable of performing tasks like comparing prices.

Marvell Technology (MRVL) is expected to deliver a fiscal Q2 beat and raise its Q3 guidance, RBC Cap

Berkshire Hathaway (BRK.A) is back in focus after Q2 2026 results combined a sharp jump in net income with the largest share buybacks since 2021, as well as heavy buying of Alphabet and Delta Air Lines. See our latest analysis for Berkshire Hathaway. Berkshire Hathaway’s recent buying spree under Greg Abel and the large Q2 buybacks come as short term share price momentum has softened, with a 7 day share price return of 1.81% decline and a modest year to date share price return of 0.81%, while...

David Tepper added shares of Amazon, Meta, Alphabet, and Nvidia to his portfolio in Q2.

Investing.com -- Alphabet Inc.'s Waymo announced Thursday that it has developed a custom chip for its robotaxis, marking a shift away from relying solely on third-party suppliers such as Nvidia Corp.

The AI market cap race among the biggest tech giants reveals a brutal reshuffling of power, and one social media behemoth is watching its AI ambitions get priced into irrelevance while a private upstart threatens to leapfrog it entirely.