Notícias

Nvidia is investing $1 billion in Naver, which is referred to as South Korea’s Google.

As per The Kobeissi Letter, the S&P 500's net profit margin is on track to surge to 15.7% for Q2 2026, the highest since 2009.

Three of the biggest AI budgets on Earth seem to just keep growing. The company selling the hardware fell anyway.

Microsoft, Apple, Amazon and SK Hynix report this week as investors test Big Tech's AI spending against real returns.

Tech, AI and earnings drove a busy week across software and chips sectors.

(Bloomberg) -- Meta Platforms Inc.’s Facebook and Instagram have served thousands of ads for AI “nudify” apps in breach of the company’s policies, delivered by one of its few advertising partners in China, according to the nonprofit Tech Transparency Project.Most Read from BloombergDeepSeek Suspends Fundraising After Viral US-China PostsSpaceX at $100 Would Imply Zero AI Value, Morgan Stanley SaysUS, Iran Extend Pause in Strikes as Oman Holds Hormuz TalksTrump Seethes as Iran War Spirals Anew Wi

(Bloomberg) -- Moonshot AI is poised to make its Kimi K3 model available for public download, expanding its reach and influence in the global open software community at a time of growing US concern about Chinese encroachment into the top echelons of AI development.Most Read from BloombergDeepSeek Suspends Fundraising After Viral US-China PostsSpaceX at $100 Would Imply Zero AI Value, Morgan Stanley SaysUS, Iran Extend Pause in Strikes as Oman Holds Hormuz TalksTrump Seethes as Iran War Spirals A

After a year of holding back on new hires, companies from tech and transportation to defense now say they need more people to work alongside AI.

Alphabet just raised capital and reaffirms guidance again.

Apple has a headstart, but it's not stable.

(Editor’s note: Alphabet’s share moves were updated under Price Action.) Alphabet Inc. said demand for its artificial intelligence (AI) services continues to outpace available computing capacity despite raising its capital spending outlook. Demand Continues to Outpace Available Capacity The Google...

The stakes are high as hundreds of billions of dollars flow into AI data centers.

Alphabet's $44.9B in AI spending outpaced its cash generation, ending the company's 22-year streak of positive free cash flow.

The pure plays are so risky that it makes sense to consider investing in their suppliers instead.

Buying all seven tech giants together made investors rich during the AI boom, but the basket trade has quietly become a drag on portfolios. Some of these companies are pulling ahead while others face serious questions about whether AI will ever pay off for them.

Alphabet just posted its first negative free cash flow quarter as a public company, and Wall Street panicked. But the number investors fixated on may be the least important figure in the entire earnings report.

Investing.com -- Barclays said a sharp slowdown in share buybacks by major U.S. technology companies is unlikely to weigh significantly on the broader equity market, arguing that investors have increasingly rewarded growth over capital returns as artificial intelligence spending accelerates.

The Oracle of Omaha now has direct ties to the groundbreaking AI infrastructure buildout.

Alphabet's increased capex forecast for 2026 this week was the latest tailwind for AI infrastructure stocks.

Investors step into the busiest week of the quarter with hyperscaler earnings, the June Fed meeting, and escalations in the Middle East all in focus.

These AI stocks should directly benefit from Alphabet's increasing capex.

Under Greg Abel, Berkshire Hathaway has taken a sizable stake in Google-parent Alphabet.

Alphabet's attractive valuation doesn't tell the entire story.

The earnings season has kicked off with a bang, though not the kind that investors have been hoping for. Two Magnificent 7 members turned in their disappointing earnings on the same day. Alphabet (GOOGL) and Tesla (TSLA) both reported earnings on July 22, and both stocks dropped the following day. ...

Quantum computing is on the horizon.

Gemini may not be the most popular AI model, but investors are wrong to ignore Alphabet's AI progress.

EU fines Alphabet's Google €890 million for antitrust violations under the Digital Markets Act. The penalty represents the first major enforcement action under the new EU digital rules. The US administration responds with threats of retaliatory tariffs, adding to US EU trade tensions. Google is required to adjust core business practices in Europe or face the risk of further sanctions. Alphabet, the parent of Google (NasdaqGS:GOOGL), sits at the center of global search, digital advertising...

How diversified is a 147-stock fund when 10 names hold 60% of the money?

Top US stock market stories this week: Tesla’s drop, $100 oil and volatile chip stocks as AI spending rattles Wall Street.

The AI cloud provider plans to spend about five times its past year's revenue building capacity in 2026.