Notícias

Wall Street is spooked by Alphabet's ballooning capex bill, but the earnings report buried a number that reframes the entire bear case and points to a second AI bet most investors overlook entirely.

Big Tech's $725 billion AI spending boom is becoming increasingly exposed to energy markets, as higher oil, gas, and electricity costs threaten to inflate data center expenses and delay returns on massive AI investments.

The numbers were huge, but so were the costs, and analysts wanted to know if Alphabet's large AI spending is building a real moat or just digging a hole.

American Express sold off after reporting earnings, but the company is at the top of its game.

CNBC's "Chart Master," Carter Worth, breaks down the charts behind the market and the WRTH ETF.

Chip stocks declined, with a big week of tech earnings looming. The Nasdaq composite fell 0.2%, while the Dow industrials rose 0.5%.

The Street enters its busiest week of the quarter. Carson Group chief macro strategist Sonu Varghese joins Josh Lipton on Market Domination Overtime to break down the recent chip sell-off and how investors should approach the AI trade amid shifting market dynamics

Yahoo Finance Markets and Data Editor Jared Blikre takes a look at how market capitalization changed in July for the top US stocks: SpaceX (SPCX), Tesla (TSLA), Alphabet (GOOG, GOOGL), and Apple (AAPL).

Microsoft's massive AI spending spree has spooked investors all year, but one number buried in the earnings report changes the entire story of whether that capital is a gamble or a guaranteed return.

Alphabet has raised its 2026 capex outlook, which is good news for Nvidia investors.

Google Cloud is growing faster each quarter instead of slowing down, and the valuation tells a completely different story than the headlines do. Here is why one analyst keeps adding shares before the window closes.

The software giant sent a torrent of cash back to its owners, yet the stock fell far behind the market. Here’s what that trade-off really bought them.

Steve Eisman sold Google to cut AI exposure and now holds cash, warning the entire market trades as one AI bet.

Oracle was one of the hottest AI stocks just nine months ago -- now it's down more than 63%. What gives?

Alphabet (GOOGL) has spent billions of dollars preparing for a future that could disrupt its most profitable business. Generative AI helps people get thorough answers without the need to navigate through a standard list of search results. This raised a thorny question for Alphabet investors: Would ...

Apple's market cap climbed to roughly $4.94 trillion on Monday, pulling ahead of Nvidia's $4.83 trillion

One member of big tech is sitting out the biggest spending boom in corporate history. Its results say more than its budget does.

Elon Musk's Tesla and SpaceX are having a brutal July. Meanwhile, Apple is quietly having its best month in four years.

Peacock’s full content library, including live sports, will be available to U.S. YouTube Premium subscribers starting early next year.

Baker Hughes delivered a big earnings surprise and raised guidance. The oil stock continues to benefit from the AI power boom.

The social media company may also become a cloud computing provider.

Nvidia stock drops within a base Monday ahead of a batch of Magnificent Seven earnings report on deck this week.

U.S. chip stocks are taking a beating Monday after a stratospheric stock market debut by Chinese memory-chip maker CXMT. But that's only the latest development to rattle jittery investors. Also: Apple has been lobbying the Trump administration on a plan to use memory chips from China in some Apple products.

It's a big week for tech earnings, with Amazon (AMZN), Apple (AAPL), Meta (META), and Microsoft (MSFT) all set to report quarterly results. Yahoo Finance Senior Reporter Brooke DiPalma and Argent Capital Management portfolio manager Jed Ellerbroek discuss their expectations for the upcoming reports. Yahoo Finance's AlphaSpace is a premium investment platform that combines data, charting, news, analysis, and more to help retail investors understand markets.

A Wall Street Journal report about NVIDIA potentially backstopping OpenAI's compute ambitions at a staggering scale has triggered a broad selloff across AI hardware names, and the concern investors cannot shake goes straight to the heart of how sustainable the AI spending boom really is.

Alphabet stock sank after earnings because of the company’s Al capex. The punishment ignores what all that money is for: Google Cloud’s AI servers.

What a difference that cash flow makes!

Four of the Magnificent Seven are set to report earnings this week. Neuberger senior research analyst Dan Flax joins Julie Hyman on Market Catalysts to discuss whether investors should be concerned about soaring AI spending as tech giants ramp up capital expenditures (capex).

Meta's ballooning capex plans spooked the market twice already this year, yet one investor keeps hitting the buy button anyway. The reasoning behind that conviction challenges everything the bearish capex narrative assumes.

GE Vernova sells the equipment that generates every hyperscaler megawatt while NextEra owns the megawatts themselves, and right now both stocks are pricing in the same AI power crunch through very different lenses.