Notícias

Microsoft reports earnings on July 29.

The Trump administration is partnering with advanced nuclear reactor developers and major tech firms in a $200-million initiative to accelerate nuclear power deployment for energy-intensive AI data centers.

Investing.com -- Nvidia announced Tuesday that its Vera Rubin platform is entering production with more than 300 global partners across 350 factory sites in 30 countries. Partners including CoreWeave, Google Cloud, Microsoft Azure, Oracle Cloud Infrastructure and Mistral are deploying the new rack-scale AI system.

Jim Cramer compared owning tech stocks to being tied to railroad tracks while a freight train approaches, and he has a very specific set of sectors in mind as the escape route.

Today, July 21, 2026, memory-chip leaders rallied, leading stocks higher even as investors weighed geopolitical and tariff risks.

The software giant looks expensive on the surface, but a patient investor is effectively buying its future growth at a significant discount.

Earnings are the most important thing, and expectations are high. But interest rates are rising, and energy tensions aren't easing.

Advanced Micro Devices (AMD) stock is back in focus after the company announced an expanded collaboration with Microsoft, placing AMD’s Helios rack scale AI systems at the center of Azure’s frontier model inference plans. See our latest analysis for Advanced Micro Devices. Despite a recent pullback, including a 7 day share price return of down 5.77% and a 30 day share price return of down 6.29%, AMD’s 90 day share price return of 77.01% and 1 year total shareholder return of 220.75% point to...

Yahoo Finance Ines Ferre joins Josh Lipton on Market Domination to discuss the 3M Company (MMM) turnaround after the company beat earnings expectations and raised its full-year outlook. Ferre also explores how 3M is using artificial intelligence to optimize its operations and support its business transformation.

Alphabet and Tesla Are Due to Report Results Wednesday Afternoon

The market is charging a premium for Amazon's stock, but its growth and profit metrics lag far behind its tech peers. Is this a bet on the future, or just an old habit.

The Roundhill Magnificent Seven ETF has crushed the broad market since its launch, but equal-weighting seven mega-cap giants cuts both ways, and 2026 is exposing exactly how badly that math can unravel when the group stops moving together.

Microsoft earnings are coming up. Aim to profit from the software maker's report by selling an options spread with maximum risk of $415.

AMD has broken a chip monopoly before. In the 2000s, it took server market share away from Intel’s dominant x86 processors, forcing years of price and performance competition that reshaped enterprise computing. Two decades later, AMD is attempting a similar disruption, this time against Nvidia’s ...

Collect upfront option premium while agreeing to potentially buy the stock at a lower target price if assigned.

Chip Stocks Soar as Memory Makers Ignite Broad Semiconductor Rally

The partnership combines cloud infrastructure, AI models and new computing capacity across Europe.

CEG's 55-GW diversified fleet and planned capacity additions position it to meet rising clean power and data center demand.

AMD is deepening its Microsoft partnership to deploy Helios AI systems on Azure, expanding demand across GPUs, CPUs, networking and software.

Amazon trades at $249.45 and has moved in lockstep with the market. Its shares have returned 7.8% over the last six months while the S&P 500 has gained 8.4%.

Wall Street keeps punishing Meta every time Zuckerberg talks about trillion-dollar bets on AI and virtual reality, and that recurring panic is exactly where one investor keeps parking fresh capital.

CEO Michael Intrator says the global AI build-out requires capital on a scale rarely seen, but that he is on the “right side” of a generational change.

Microsoft (MSFT) is back in focus after confirming it will present at AGI Summit SF 2026 on July 18, a high profile forum on artificial general intelligence that could influence how investors frame its AI ambitions. See our latest analysis for Microsoft. That AGI Summit appearance comes as Microsoft’s share price has recently rebounded, with a 1-day share price return of 2.15% and 30-day share price return of 6.03%, although the year-to-date share price return is down 14.94% and the 1-year...

Meta Platforms said on Tuesday it is adding the Xbox Game Pass ‌starter edition to its Meta Horizon+ subscription service, ‌expanding its gaming offering on Quest virtual reality headsets. The move deepens ​Meta's partnership with Microsoft's Xbox and will give Horizon+ subscribers access to more than 50 Game Pass titles alongside the existing catalog of more than 100 ‌virtual reality games available ⁠through the service.

The bank named eight highest-conviction Overweights while starting Adobe and Workday at Underweight

3M (MMM) stock is jumping on Tuesday after the manufacturer raised its full-year guidance. This comes amid 3M's turnaround plan, where the company has turned its attention toward simultaneously simplifying operations and boosting innovations. CFRA Research analyst Jonathan Sakraida highlights what this could all mean for the company, especially as it transitions into gaining more exposure to AI data centers.

In recent days, Chevron has been in focus as U.S.-Iran tensions pushed Brent crude above US$90 a barrel, while analysts highlighted the potential for stronger near-term earnings and gas price increases amid ongoing military strikes and supply concerns. At the same time, Chevron has been testing new energy-adjacent avenues such as powering Microsoft’s West Texas AI data center with natural gas turbines and exploring major Iraqi oilfield and export projects that could diversify its operational...

Microsoft on Tuesday sought to reassure European users with a "multi-billion-dollar" deal to rent AI infrastructure from Mistral, hoisting the French developer into the lucrative business of renting compute capacity.Mistral told AFP that the tie-up "gives us greater visibility to speed up the financing and development of Mistral Compute", its cloud and AI infrastructure business.

AMD's two-day AI summit could jolt a sector that investors are losing their nerve on, but the real story has nothing to do with the chips everyone already knows are coming.

IREN lands $2.8B in new multi-year AI cloud contracts and lifts its 2026 ARR target above $4B as demand fuels capacity expansion and growth in Europe.