Notícias

Amazon jumped more than 12% after second-quarter earnings and revenue comfortably beat expectations. Alphabet and Meta Platforms were both punished by the market after hiking capex this earnings season. The spending hike is good news for Marvell Technology as it helps design Amazon’s artificial-intelligence chips.

Stock buybacks are near historic highs. But their biggest benefit to investors — making each remaining share more valuable — is fading in the era of the AI spending boom.

Apple is growing like an AI spender, but isn't spending like one. Thursday's earnings show that route is cheaper, but it's not free of obstacles.

July 31 (Reuters) - Global equity fund inflows rose to their highest in three weeks during the week to July 29, as investors snapped up technology sector funds during a market downturn, anticipating

For Apple shareholders, here’s a way to get paid a meaningful income now, which you keep no matter what, in exchange for agreeing to sell at a price above today's if the stock keeps climbing.

Amazon shares jumped more than 12% before the bell on Friday after the e-commerce and cloud giant posted its strongest cloud growth in over ‌four years, bolstering investor confidence that its multibillion-dollar AI bets are driving a ‌fresh wave of demand. The rally put Amazon on track to add about $300 billion in market value, as investors looked past ​a 10% increase in planned capital expenditure to $220 billion and instead focused on booming demand at Amazon Web Services (AWS), the profit engine at the center of the company's AI push. The reaction was in sharp contrast to Alphabet's earnings last week, when the Google-parent's shares stumbled after it reported its ‌first negative cash flow, which stemmed ⁠from rising AI-related spending.

Reddit is delivering leading growth but commands a top-of-the-market price, forcing investors to decide if its operational lead is already paid for.

Buffett initiated a position in Alphabet last year, and Abel has loaded up on it this year.

Apple shares were falling hard early Friday, puncturing the iPhone maker’s recent strong run. But analysts at Citi think there are still grounds to back the stock. Apple shares were down 7.4% at $308.

Morningstar maintained an $850 fair value estimate for META, implying a 58% upside from current levels.

Micron is highlighted as AI stocks reset after forced selling, with the article arguing leverage drove the selloff while AI spending plans remain intact.

Berkshire Hathaway has entered a new era after Warren Buffett’s retirement as CEO at the end of 2025, with successor Greg Abel now overseeing a record US$397 billion cash pile, heavy share buybacks, and recent moves such as the Taylor Morrison acquisition and a US$10 billion Alphabet investment. This combination of leadership transition and unusually large cash reserves puts Berkshire’s capital allocation choices, especially how and when that cash is deployed, firmly at the center of how...

Microsoft surged after delivering stronger-than-expected results, led by Azure growth, expanding operating margins and signs AI spending is driving revenue.

Meta Platforms sits at the center of an AI trade reset as leverage fueled a sharp rally, then a steep unwind driven by margin washouts and forced selling.

The Future Fund‘s Gary Black said Meta Platforms Inc.‘s (NASDAQ:META) post-earnings selloff could mirror Google parent Alphabet Inc.‘s (NASDAQ:GOOGL) (NASDAQ:GOOG) recovery over this week, as investors look past conservative guidance and one-time items. Alphabet Playbook Repeating Black, in a post on X Thursday, pointed to Google’s parent initially falling about 10% after reporting quarterly results before recovering about 5% over the course of this week as investors reassessed the numbers. He s

“We will still not have enough capacity to meet all the demand we have in 2026,” Amazon CFO Kaven Parekh said.

Reddit (NYSE:RDDT) reported Q2 results that surpassed its earnings estimates, supported by rapid expansion in AI-driven advertising. The company highlighted a rising advertiser base using its AI tools to target Reddit’s interest-based communities. Management also flagged ongoing risks tied to search-driven traffic volatility and unresolved Google data licensing terms for AI training. Reddit sits at the intersection of user generated content, online communities, and targeted advertising. The...

Alphabet may be the market's most overlooked AI leader, offering investors a rare mix of rapid growth, bargain valuation, and valuable hidden assets that could reward patient shareholders.

Everyone is debating which AI company will build the best AI model. But that may be the wrong question for investors to focus on.

Microsoft stock records best day since 2008 on strong cloud revenue.

Plus, banks are in talks to lend $15 billion for a Google-backed Anthropic data center, and Spider-Man’s youngest fans might help make the new movie a hit.

It’s a vibes market and it doesn’t matter how good earnings or guidance is for many companies, writes Mizuho analyst Jordan Klein.

Alphabet's cloud computing business is booming.

Get paid a handsome income now for simply agreeing to buy this tech giant later, at a price well below today's, and you keep that income no matter what the stock does.

(Updates with index/price moves, macroeconomic data, and company/geopolitical news from the first pa

The social-media platform’s earnings outpaced Street estimates, but that wasn’t enough for investors.

Amazon stock jumped after the e-commerce and cloud-computing giant reported second-quarter results. The closely-watched Amazon Web Services business grew 37% to $42.4 billion. Analysts were forecasting 31.3% growth for AWS prior to the report.

Year-over-year revenue growth for Amazon Web Services came in at 37% for the second quarter as AI drives computing demand.

Amazon.com topped market expectations for quarterly cloud revenue growth on Thursday on the back of surging enterprise AI spending, signaling the company's hefty investments ‌were bearing fruit. Revenue at its cloud computing unit, Amazon Web Services, jumped 37% ‌to $42.2 billion in the second quarter ended June 30, compared with analysts' consensus estimate of a 31.21% increase, according to ​data compiled by LSEG. Amazon said it burned $7.6 billion of cash on a trailing twelve months basis in the second quarter, compared to $18.2 billion in free cash flow a year earlier.

Gemini Robotics ER 2 adds new planning, safety and multi-robot capabilities for developers.