Notícias

Three years into the artificial intelligence buildout, hyperscaler spending has carried semiconductors from a cyclical play to the highest-beta vehicle in the equity market. Microsoft, Google, Meta, and Amazon are guiding combined 2026 capital expenditures above $400 billion, up from roughly $230 billion in 2024, and most of that flows through chip designers, foundries, memory ... After Three Years of Tracking the AI Capex Cycle These 3 Semiconductor ETFs Sit on Top of the Trade

Meta surged more than 11% on a report that the company plans to sell its excess computing power to third parties. The stock is on track for its largest single-day gain since April 9, 2025, according to Dow Jones Market Data.

Microsoft Corporation (NASDAQ:MSFT) ranks among the AI stocks beyond NVIDIA that could surge in 2026. Following Microsoft Corporation (NASDAQ:MSFT)’s product announcements, JMP Securities reaffirmed its Market Outperform rating and $550 price target for the company’s shares on June 23. On June 16, Microsoft Corporation (NASDAQ:MSFT) stated that Copilot Cowork will be available globally and billed […]

The Nasdaq Composite was down in late-morning trading Wednesday, while the S&P 500 Index and Dow Jon

Meta (META) will reportedly begin selling its excess AI compute, according to Bloomberg. Yahoo Finance Technology Editor Dan Howley explains what to know.

Exxon Mobil maintains a sizable lead in quarterly revenue, while both energy giants report steady results with only minor fluctuations over two years.

Tech bull Dan Ives of Wedbush initiated coverage of SpaceX with an Outperform rating and a $190 price target, weighing in on a stock that has whipsawed investors in the three weeks since its record-setting initial public offering. Ives sees SpaceX as a player in the hyperscaler wars too. 

Bianco Research president Jim Bianco explains exactly how software names like Salesforce (CRM) and Microsoft (MSFT) are being threatened by AI adoption.

The cuts are expected to affect less than 2.5% of Microsoft's workforce and could be announced as early as next week

According to a Bloomberg report, Meta is preparing to enter the AI cloud infrastructure market by selling AI computing power, in a bid to take on Amazon and Microsoft.

MSFT's premium valuation faces a key test as cloud growth stays strong but AI spending pressures margins. Does guidance justify the higher P/E?

Shares of Meta Platforms (NASDAQ:META) are up 10% to $619 in morning trading, marking one of the sharpest single-session moves for the stock this year. The catalyst is a Bloomberg report that the company is building a cloud infrastructure business to sell its excess AI computing capacity to outside customers. If confirmed, the shift would ... Meta Platforms Jumps 10% on Potential Plans to Sell AI Compute, Challenging Amazon, Microsoft, Google

Yahoo Finance Executive Editor Brian Sozzi discusses the current state of the AI "bubble" and tech trade with Slatestone Wealth Chief Market Strategist Kenny Polcari and Bianco Research President Jim Bianco.

AI data centres, memory scarcity and factory capacity are costing consumers –and console makers

Meta is reportedly building a cloud computing business.

Meta is developing plans for a cloud infrastructure business, selling access to AI compute power and models. The move would pit it against the big cloud providers like Amazon Web Services, Google Cloud, and Microsoft Azure.

The AI stock bubble is looking bubbly.

Report says Meta is preparing a move into cloud infrastructureShares of Meta Platforms (NASDAQ:META) climbed as much as 8% on Wednesday after a Bloomberg report said the company is preparing to enter the cloud infrastructure market by offering customers access to surplus artificial intelligence computing resources. If launched, the initiative would place Meta in direct competition with leading cloud providers including Amazon Web Services (AWS), Microsoft Azure and Google Cloud Platform (GCP), w

The artificial intelligence race has become a contest of infrastructure as much as software. Amazon (NASDAQ:AMZN), Microsoft (NASDAQ:MSFT), and Alphabet (NASDAQ:GOOG) have each built cloud businesses that generate tens of billions of dollars in annual revenue by renting computing power to other companies. Meta Platforms (NASDAQ:META) has taken a different approach, spending heavily to build ... Meta Is About to Make Its Next Billion-Dollar Bet. Wall Street Thinks It Could Be Huge

Meta Platforms Inc's (NASDAQ:META, XETRA:FB2A, SIX:FB) plan to sell spare computing power is less a bold expansion than an admission, that the company has built so much AI capacity it now needs somewhere to put the surplus. The Facebook and Instagram owner has spent heavily on data centres...

Meta stock rallied on a report that the Facebook parent plans to offer access to its massive AI cloud infrastructure to business customers.

Futures fell amid key jobs data and with Fed chief Kevin Warsh due. Bloom Energy, Nike and SpaceX are early movers.

New cuts could affect thousands of employees.

Less than 2.5% of the workforce affected, with sales, consulting, and Xbox among the areas targeted

Microsoft Could Cut Thousands More Jobs in New Restructuring Push

The broad market exchange-traded fund SPDR S&P 500 ETF Trust (SPY) was down 0.2%, and the actively t

For publicly traded crypto-linked funds, the disclosure underscores both the scale of Trump’s personal stake in the digital-asset market and the policy leverage that stake implies. Grayscale Bitcoin Trust ETF (NYSE: GBTC) was quoted at $45.52 in pre-market trading Wednesday, down 2.67% and near its 52-week low of $44.98, illustrating the gap between income figures booked at higher crypto valuations in 2025 and where the market stands today.

Big Tech's first half was marked by a divide between software stocks and hardware.

The iShares MSCI USA Momentum Factor ETF (NYSEARCA:MTUM) has run hard this year, climbing 30% year to date and 38% over the past 12 months to roughly $326. Headline numbers, though, mask a violent rotation inside MTUM’s portfolio. The AI/cloud mega-caps that powered the momentum trade through 2025 have stumbled, while one AI-memory name has ... MTUM Investors: Watch Micron’s Weight at the November Reconstitution

New Era Energy & Digital (NASDAQ:NUAI) has appointed Charlie Nelson as chairman and chief executive, promoting him from his previous role as president and chief operating officer. The move, effective from Wednesday (1 July), is part of a broader leadership reshuffle at the Nasdaq-listed...