Notícias

While heavy AI spending has been a point of contention, Meta's strong ad-targeting performance and low valuation make for a must-watch report.

Alphabet reported earnings on July 22 and the stock dropped more than 7% in a single session. The numbers weren't bad. Cloud grew 82% year over year. Advertising held up. EPS beat. What rattled investors was the spending. Capital expenditure guidance for 2026 came in at $195 billion to $205 ...

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.

The telecom industry is entering the next era powered by 5G. Global 5G subscriptions surpassed 3 billion in the first quarter of 2026, and the figure is projected to hit 6.4 billion by the end of 2031. In North America, 5G penetration has surpassed 79%. With the initial land grab for 5G coverage complete, the […]

Optics stocks that soared triple digits this year are getting hammered Tuesday, and the reason traces back to a single line in Alphabet's latest earnings report that traders cannot stop talking about.

Nvidia Corporation (NASDAQ:NVDA), Meta Platforms Inc. (NASDAQ:META), OpenAI and Alphabet Inc (NASDAQ:GOOGL) now appear on the same policy letter supporting open-weight AI. Anthropic does not. The letter published on July 24 asks U.S. policymakers to avoid broad restrictions on models whose weights can be downloaded, modified and run privately. OpenAI and Alphabet Inc (NASDAQ:GOOGL) joined […]

Alphabet stock has pulled back recently even though valuation checks still lean supportive, with both the Discounted Cash Flow (DCF) intrinsic value estimate and earnings multiples pointing to a market price that sits below those benchmarks. After a strong three year run, the key issue for investors is whether that gap still represents room for further value to be recognised or already reflects the risks around heavy AI spending and regulation. Alphabet has returned 148.2% over the past...

Alphabet is determined to win the AI race, but not everyone is convinced.

Investors are practically begging AI’s big spenders to blink. Markets are making the option of pulling in the reins—or at least keeping capital spending steady—tantalizing. Google parent Alphabet’s stock fell almost 7% after it reported quarterly earnings last week that included a $10 billion hike in capital spending to around $200 billion this year.

Meta Platforms is set to publish its second-quarter results late Wednesday. For Meta stock, all eyes will be on the tech giant's capital expenditures and Chief Executive Mark Zuckerberg's strategy for that AI spending. "In the wake of (Google's results), the market will be expecting Meta to raise its 2026 capital expenditures outlook from (the prior) $125 billion-$145 billion, and is also expecting Meta to preview a 'significant' increase in capex spend for 2027," Evercore ISI analyst Mark Mahaney said in a client note Sunday.

Alphabet just posted record earnings and the market punished it anyway. Here is the contrarian case for why that sell-off is the exact moment to load up on shares.

Meta Platforms (META) and asset manager BlackRock (BLK) have teamed up to develop a data center camp

Why Etsy’s AI partnerships matter for investors Etsy (ETSY) is rolling out conversational AI across its marketplace, supported by new partnerships with OpenAI, Microsoft, and Google. This shift focuses on smoother search, smarter seller tools, and higher intent traffic. See our latest analysis for Etsy. These AI partnerships sit against a share price that has gained 32.64% over the past 90 days and delivered a 46.37% year to date share price return, while the 5 year total shareholder return...

The artificial intelligence race is entering a new phase. A year ago, the goal was launching as many models as possible. Today, the winners are increasingly the companies that can build the best models, deploy them at the lowest cost, and monetize them across millions of customers. That shift is forcing even the largest technology ... Amazon Is Killing Most of Nova — Is Its $200 Billion AI Bet Still Alive?

Hyperscalers are expected to fund an increasing amount of their capex with debt.

Investors want to see that the cloud giants are justifying their massive capex. Google just did that.

This is a hypergrowth chapter for Palantir, defined by U.S. demand the company cannot fully meet. Its Artificial Intelligence Platform (AIP) serves foundational government clients like the Department of the Navy and commercial giants like GE Aerospace.

Microsoft, Meta, Apple, and Amazon report this week. Filings show AI capex already draining free cash flow.

I keep buying Alphabet (NASDAQ:GOOGL), and last weeks earnings gave me another reason to add. For three years I have been asking one question about this position: is the AI spend actually turning into revenue that scales? Q2 answered it plainly. Google Cloud grew 82% year over year to $24.77 billion. That is a fourth ... Alphabet Did Exactly What I Hoped It Would And I’m Loading Up

Amazon’s (NASDAQ:AMZN) setup heading into July 30 earnings looks compelling. The company trades at roughly the same multiple as the S&P 500, yet the business is compounding across four segments at double-digit rates while its cloud franchise reaccelerates. Wall Street analysts give the stock 47 buys, 15 strong buys, 4 holds, and zero sells at ... 3 Major Reasons to Buy Amazon Stock Before July 30 Q2 Earnings

Investors have a short memory on Alphabet.

One advantage buried inside corporate laptops worldwide keeps pulling me back to the same stock, and it has nothing to do with the AI hype cycle everyone else is chasing.

Apple's market cap reached $5 trillion.

Axe Compute Inc. has announced a significant five-year customer agreement valued at over $1.5 billion, marking a notable development in the Cloud AI space. This contract involves the deployment of a dedicated AI infrastructure cluster based on NVIDIA Blackwell GPUs, intended for high-demand AI workloads in the United States. The agreement, secured through Axe Compute's Build program, is part of a larger effort, bringing the company's total signed contract value for 2026 to over $3 billion...

Rivals across Europe are seeking billions in damages.

Microsoft is a stock that checks off many key boxes for Berkshire and other value-oriented investors.

Bill Ackman just placed two massive bets on mega-cap tech stocks that the broader market has been punishing, and his reasoning reveals a sharp disagreement with Wall Street about where AI growth is actually headed.

Meta reported its Q2 earnings after the bell on Wednesday.

Meta will report its Q2 earnings after the bell on Wednesday.

Microsoft reported its Q4 earnings on Wednesday.