Notícias

Amazon (NASDAQ:AMZN) is among the top holdings of three famous billionaire investors as of the end of the second quarter, according to the latest 13F filings. Stanley Druckenmiller’s Duquesne Family Office raised its Amazon stake over 1,000% in the second quarter. David Tepper’s Appaloosa Management made Amazon its single largest position at $1.19 billion, up […]

Tech stocks were higher Monday afternoon, with the State Street Technology Select Sector SPDR ETF (X

The family office increased its Amazon stake by more than 1,000% while completely exiting Broadcom, Intel, and Micron

The consumer lender wants shoppers to be able to complete purchases using its cards without leaving ChatGPT, though the rollout could take a year or more

In August 2026, AppFolio, Inc. announced that it has named Amazon Web Services as its preferred cloud provider, with its AI-native Performance Platform and AppFolio Realm suite of AI capabilities now running on AWS infrastructure including Express Brokers for Amazon MSK and Amazon Bedrock. This deepened collaboration gives AppFolio access to a range of foundation models via Bedrock and underpins features like Realm-X, aiming to strengthen reliability, security, and responsible AI deployment...

Apple hasn’t chased peers into the AI race and it could still be coming out on top, according to Rothschild & Co Redburn.

(Updates with index/price moves, macroeconomic data, and company/geopolitical news from the first pa

Rare books are incredibly valuable for training LLMs, since these models have already trained on whatever's available online.

The next AI bottleneck may have little to do with chips

Management no longer opens on cloud migrations, and what replaced them is billed in a different way.

The Nasdaq Composite was up, while the Dow Jones Industrial Average and S&P 500 Index were down in l

Stanley Druckenmiller quietly added a new kind of crypto bet last quarter. Duquesne Family Office held 2.94 million shares of Hyperliquid Strategies Inc. (NASDAQ:PURR) on June 30, a stake worth $23.15 million and its first reported position in the company....

Morgan Stanley said if AWS meets its revenue forecast, it could generate roughly $500 billion in earnings before interest and tax, according to The Fly

Trading stocks through Schwab no longer necessarily requires buying a company's shares outright, opening a new way with significantly less cash up front. The product is called a single stock future, and it comes with a track record that the marketing materials skip over entirely. Charles Schwab ...

NEXGEL (NASDAQ:NXGL) reported second-quarter 2026 revenue of $3. 69 million and a net loss of $2.

Corning's CEO went on national television and told investors that tariffs are essentially a non-issue for the company, citing two specific figures about its U.S. manufacturing footprint. The explanation traces back to a philosophy Corning adopted long before trade wars became a boardroom concern.

Nvidia stock is in a base headed into earnings next week. Shares are above an early buy point of 224.76.

While Micron Technology (MU) and Sandisk (SNDK) stock both get a lift Monday morning, Zacks Investment Research stock strategist Ethan Feller takes a closer look at whether memory chipmakers or AI hyperscalers are the better investment in this market environment.

David Tepper’s Appaloosa Management filed its Q2 2026 13F on August 14, 2026, and the disclosure told a specific story: the hedge fund manager whose portfolio returned 32% in the first half of 2026 on memory-chip makers spent the second quarter pulling chips off that table and reallocating the winnings deeper into the AI stack. ... Billionaire David Tepper Trimmed Micron and Sold out of SanDisk. Here’s the New AI Stocks He’s Buying

Amazon.com (NasdaqGS:AMZN) is reported as one of the largest recipients of US tariff refunds, providing a direct boost to recent corporate profit and investment capacity. The tariff refunds arrive as companies across the US ramp up AI related spending and react to recent tax policy changes. Universal Electronics Inc. has filed a new patent infringement lawsuit against Amazon that targets elements of its smart home technology platform. The lawsuit introduces an additional legal and...

Ackman just reshuffled his tech holdings. Here's why Amazon made the cut.

Amazon briefly touched $3 trillion before pulling back, and a $4 billion insider sale spooked the market just as AWS posted its fastest growth in 18 quarters. Whether that retreat is a warning sign or a buying window depends on what happens next with the most expensive bet in tech history.

The broad market exchange-traded fund SPDR S&P 500 ETF Trust (SPY) was up 0.1% and the actively trad

Keep a close eye on consumer spending.

Booming cloud demand is creating a costly financial tradeoff.

While Wall Street obsesses over AI darlings, four familiar dividend stocks have quietly built yields as high as 6.8% and sit at entry points that income investors may soon regret ignoring.

Thiel Macro LLC disclosed owning nearly 1.2 million Vista Energy ADS as of June 30, sending the stock up more than 5% in premarket trading Monday

Compliance is becoming another battleground for leading AI firms

Amazon and Meta both burned through tens of billions on AI infrastructure last quarter, but one of them is doing it without a paying tenant to recover the bill. The math behind each strategy points to a very different kind of squeeze.

Institutional investors are quietly loading up on three cloud giants even as mega-cap tech cools from its highs, and Berkshire Hathaway's latest disclosure suggests the accumulation is far from over.