Notícias

Oracle Corp (NYSE:ORCL, XETRA:ORC)'s price target was cut to $245 from $285 by UBS, which maintained its 'Buy' rating on the stock while citing risks around rising AI infrastructure spending, returns on invested capital, credit markets and Oracle’s exposure to OpenAI. The analysts wrote that...

The offering follows Alphabet's first-ever negative free cash flow and a second capex hike

The risk to Microsoft stock is not demand but what serving that demand now costs, and the company's own outlook already points margins lower.

AMD posted record Q2 results, but high expectations overshadowed one of the strongest quarters in its history.

The build-out that dented gross margin has not stopped the operating line from widening, and that is the number the selling appears to discount.

Google's parent is seeking as much as $25 billion in another bond sale as infrastructure spending accelerates.

The state’s light regulation and low taxes are luring dozens of big companies. It’s also setting up a water crisis and a “race to the bottom” in shareholder protections.

Oracle’s AI business is booming, but investors are increasingly focused on the cost of turning record demand into real profits.

The options market is pricing a vast range of outcomes for the creative software giant, and if you hold the shares, you are already exposed to the full ride.

Epistrophy Capital Research chief market strategist Cory Johnson explains why he's bullish on Oracle (ORCL).

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Alphabet is borrowing at a historic pace — and it isn't alone.

Amazon just raised its artificial intelligence (AI) budget to $220 billion, up from a prior estimate of $200 billion.

Cloud companies’ capex would run at roughly 3% of the U.S. GDP every year from 2027 to 2029, up from 0.3% of GDP in 2019 and 1.4% in 2025, according to a top economist.

The state’s light requlation and low taxes are luring dozens of big companies. It’s also setting up a water crisis and a “race to the bottom” in shareholder protections.

The Big Short investor revealed a new short position on Oracle after winding down an earlier position this week.

Dow ended lower following five consecutive sessions of gains.

Yahoo Finance Markets and Data Editor Jared Blikre joins Market Domination to discuss Alphabet (GOOGL, GOOG) following the tech giant's $25 billion debt raise, the latest move in the hyperscalers' AI infrastructure spending race.

A modest earnings premium sits on top of one exceptional margin, and the AI build-out is now pressing on that margin.

Nebius has been one of 2026's most explosive AI infrastructure plays, but a rumor about a famous short-seller and a stretched valuation are rattling investors who are now eyeing the exits toward Cloudflare, CoreWeave, Snowflake, and Oracle.

Alphabet launched a 10-part bond offering after raising its 2026 capital spending forecast to fund AI infrastructure and other corporate needs.

“This is like the best of all worlds for retirees,” says one investment specialist. Thank rising yields on bonds and strong stock performance.

AI keeps getting the blame for mass layoffs across corporate America, but one major company just made a surprising cut for a completely different reason, and it challenges everything the doomsayers are predicting.

Bezos' planned $4B AMZN share sale sparks a pullback, but strong AWS, AI and retail momentum suggest the move doesn't alter the company's growth story.

Alphabet launched a 10-part bond offering after raising its 2026 capital spending forecast to fund AI infrastructure and other corporate needs.

Alphabet is looking to raise as much as $25 billion from its ‌latest U.S. bond offering, Bloomberg News reported ‌on Thursday citing people familiar with the matter, weeks ​after the tech giant's 2026 capital spending outlook triggered a selloff. Alphabet ⁠did not immediately respond to a Reuters request for comment. Alphabet late ‌in July raised its ​annual capital expenditure forecast for ​the second time ​this year, fanning fears over the ‌pace of returns on ​its AI investments, ​especially as concerns mount over delays to its flagship AI model.

Michigan's data center buildout is reshaping the math for one overlooked regulated utility, and most defensive-sector investors haven't caught on yet. Here is where we see DTE Energy heading before the year ends.

Investing.com - U.S. stock index futures hovered around the flatline on Thursday as investors awaited developments over a potential agreement to reopen the Strait of Hormuz, while renewed concerns over the sustainability of the artificial intelligence spending boom pressured technology shares.

Oracle just sent out its latest dividend checks, and the gap between what its largest shareholder collected and what a serious retail investor pocketed reveals something striking about how the same stock can deliver radically different financial realities.

“This is like the best of all worlds for retirees,” says one investment specialist. Thank rising yields on bonds and strong stock performance.