Notícias

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.

A consortium of banks led by Morgan Stanley reportedly will lend $15 billion to Nexus Data Centers, a Texas-based privately held developer of large-scale, AI-ready data center campuses. Google will provide guarantees for the billion of dollars Anthropic needs to lease its centers.

Yahoo Finance Markets and Data Editor Jared Blikre takes a closer look at whether stock buybacks enacted by Big Tech names are starting to dry up as these companies begin to spend more on AI.

Oracle is riding a double wave today: a deeper Google partnership and Microsoft's blockbuster cloud earnings.

A $965 billion valuation does not buy a single watt of electricity or a square foot of data center floor space. Anthropic, currently preparing for an October 2026 IPO, finds itself in the position of many frontier AI labs: it possesses immense market capitalization but lacks the balance sheet depth to self-fund the physical infrastructure […]

Proven chip demand meets a far riskier space wager

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

Beaten-down Oracle stock got a big lift Thursday following news that it will expand a partnership with Google parent Alphabet. Strong results from enterprise tech rival Microsoft are also likely providing a boost. An expanded partnership will bring Google's Gemini models to Oracle's portfolio of enterprise applications, the companies announced in a joint press release.

Data-center developer Nexus Data Centers is in advanced talks to raise $15 billion for a Texas campus ‌tied to Anthropic, with Alphabet's Google offering financial guarantees ‌and supplying chips, the Wall Street Journal reported on Thursday, citing people familiar with ​the matter. • A bank group led by Morgan Stanley is discussing ‌financing for the project ⁠in Hubbard, Texas, which includes a natural-gas-fired power plant capable of producing 1.6 gigawatts of electricity, the ⁠report said. • Google has agreed to guarantee billions of dollars of Anthropic's lease and power-payment commitments if the startup defaults, according to WSJ.

Google’s guarantees of power and lease obligations would help the developer secure financing for the 1.6-gigawatt Texas project.