Notícias

You pay less than the market for Adobe on earnings and cash flow, and what comes with the discount is a growth engine management is deliberately rebuilding.

DoorDash just secured federal clearance to fly its own delivery drones commercially, but a persistent trust gap with the American public may prove harder to clear than any regulatory hurdle.

Vertiv (VRT) stock is rebounding after the company reported quarterly earnings. Vertiv CEO Giordano "Gio" Albertazzi sits down with Yahoo Finance's Julie Hyman to discuss Vertiv's demand from AI hyperscalers, data center backlash, and more.

Meta (META) stock continues to plunge after the company reported its second quarter earnings results on Wednesday. Yahoo Finance Technology Editor Dan Howley and BD8 Capital Partners CEO and CIO Barbara Doran chat with Morning Brief host Julie Hyman about the results, the stock reaction, and their outlook for Meta.

K2 Space said on Thursday it raised $500 million in a new funding round that valued the company at $6.8 billion, ‌more than twice the valuation at its December round, as the ‌company prepares to increase production of large, high-power satellites. Kleiner Perkins and ICONIQ led the round, ​and were new investors in the satellite maker along with Alphabet's venture fund CapitalG. • The funding brings K2's total capital raised to more than $1 billion, ​the company ​said.

Microsoft has accomplished something that eluded both Alphabet and Tesla.

Meta's massive AI bet is draining billions faster than the company can earn it, and investors are starting to wonder if Zuckerberg is chasing a race he has already lost.

By Karen Brettell July 30 (Reuters) - U.S. stocks gained on Thursday as Microsoft's forecast-beating results eased investor concerns about massive AI spending by companies, while 30-year Treasury

Microsoft (MSFT) stock is jumping after the company reported surging cloud growth. Morning Brief host Julie Hyman chats with Yahoo Finance Technology Editor Dan Howley about the results.

Meta Platforms stock cratered Thursday after a quarterly report that beat on revenue but raised serious questions about where billions in AI spending actually leads, and Wall Street's response was swift and brutal.

Alphabet's huge earnings beat is sending S&P 500 earnings growth soaring.

Meta Platforms stock (META) continues to drop since coming out with second quarter earnings on Wednesday. Yahoo Finance Tech Editor Dan Howley breaks down how investors are reacting to the Facebook parent company's vague guidance on full-year AI capex.

Shares of Microsoft (NASDAQ:MSFT) are up 9% in early Thursday trading, changing hands at $427 after the software giant delivered a fiscal fourth-quarter blowout and crossed a symbolic Azure milestone. The pop lifts the stock off Wednesday’s $390.54 close and pushes it back toward levels last seen in the spring. As of yesterday’s close, Microsoft ... Microsoft Surges 9% as Azure Tops $100B and Q4 Beat Lifts Most Price Targets

Microsoft surged on Thursday following a blowout quarter.

July 30 (Reuters) - U.S. stock index futures steadied on Thursday after a sharp selloff driven by uncertainty around the Federal Reserve's policy outlook, while Microsoft's forecast-beating results

SEOUL—One of the world’s biggest memory-chip makers reported a record $64 billion quarterly profit on Wednesday—and its stock price still fell nearly 10%. Welcome to the most fickle of stock markets, where earnings that would have been unthinkable a year or two ago are now treated as a disappointment. SK Group, which controls SK Hynix, announced a $500 billion partnership with Nvidia for next-generation memory supply and AI data centers, giving details about an agreement reached earlier.

South Korea’s SK Hynix shares fell nearly 10% despite record results powered by the AI boom.

Meta fell and Microsoft rallied after sending very different signals on how they’re monetizing their massive AI outlays.

ARM (NASDAQ:ARM) reported record first-quarter fiscal 2027 results, with revenue rising 22% year over year to $1.29 billion as demand for its computing platform expanded across cloud AI infrastructure, edge devices and physical AI applications. Chief Executive Officer Rene Haas said the company del

Arm Holdings forecast second-quarter revenue above Wall Street estimates on Wednesday, signaling strong demand for ‌its energy-efficient chip designs for AI data centers. Demand for Arm's chip architecture has ‌surged as companies like Alphabet and Amazon.com build custom AI chips, boosting the company's licensing revenue and ​royalties as more complex chips are shipped to data centers. Revenue from royalties, which Arm collects on each chip shipped using its technology, rose 22% to $715 million in the first quarter, while licensing revenue grew 23% to $574 million.

The Facebook parent now expects 2026 capital expenditure to be ‌between $130 billion and $145 billion, compared with its prior forecast of $125 billion to $145 billion. Meta said it now expects full-year 2026 total expenses to be in the range of $165 billion to $169 billion, compared with its prior forecast of $162 billion to $169 billion.

Berkshire Hathaway Inc (NYSE:BRK.A) shares are trading at an 8% discount to intrinsic value, UBS said, raising its price target on the conglomerate ahead of its second-quarter earnings release. UBS lifted its target to $877,848 for Class A shares from $854,596, and to $585 for Class B shares....

Moby summary of Fiverr International Ltd.'s Q2 2026 earnings call

When two storm clouds hung over Alphabet, a Columbia-trained value investor saw a rare window to buy one of history's greatest businesses at a discount. Now a third cloud is forming, and the stakes are far higher than the first two.

Reddit has become the voice of the internet. Why the future of AI could depend on the company’s success.

Here is what investors will be looking for when Meta Platforms reports its earnings after markets close today: One big question is whether Meta will increase its capital expenditure estimate for the year, like Alphabet did last week.

(Bloomberg) -- As Big Tech barrels toward trillions of dollars of planned spending on AI, a key cog in credit markets is showing signs of pressure. That, in turn, is lifting the cost of financing artificial intelligence while offering an early look at potential winners and losers.Most Read from BloombergUS Intercepts Iran Attack on Bases, Puncturing Days of CalmSK Hynix Profit Disappoints, Spending Soars to $31 BillionApple Set to Make Big Smart Home Push With Siri AI at CenterNvidia’s $750 Bill

DoorDash on Wednesday launched its in-house drone-delivery program, DoorDash Air, after ‌securing a U.S. Federal Aviation Administration certification ‌to operate commercial drone deliveries in the U.S. The move marks ​the food-delivery company's push into autonomous delivery as it looks to reduce reliance on human couriers and expand its logistics network. • ‌The program was ⁠developed by DoorDash Labs, its robotics and autonomy unit, and will eventually be ⁠integrated into its delivery app, according to a TechCrunch report.

Major U.S. technology companies are borrowing heavily as they ramp up spending on their artificial intelligence buildout, and at steadily higher yields as investors become more selective about absorbing the growing supply. Amazon, Alphabet, Meta Platforms and Oracle issued about $194 ‌billion of bonds in 2026 through July 7, up 79% from roughly $108 billion in all of 2025, according to a Reuters analysis ‌of LSEG data. Goldman Sachs expects bond issuance by the five hyperscalers, including Microsoft Corp, to reach roughly $250 billion this year and $400 billion in 2027.

Investing.com -- Direxion on Wednesday launched a new family of exchange-traded funds designed to generate income by writing call options on individual high-volatility stocks, expanding beyond its traditional leveraged and inverse ETF offerings.