Notícias
Apenas manchetes de alto sinal - eventos macro, resultados, M&A, regulatório. Listicles e clickbait de analistas filtrados por padrão. Atualizado a cada hora.
Coming off of May's hot Personal Consumption Expenditures (PCE) reading, Gradient Investments associate portfolio manager Lisa Schreiber weighs in on how the Federal Reserve may move on interest rates in 2026 based on the latest inflation data.
Stifel Cuts Microsoft Price Target on Growing AI Infrastructure Costs
Watchdog questions AI integration and subscription disclosures.
Apple and Microsoft have both seen notable drawdowns, but the shape of each dip tells a completely different story about risk, growth, and where your retirement money belongs.
Nebius Group N.V. (NASDAQ:NBIS) ranks among the best tech stocks to buy now for the “Vera Rubin” chip cycle. On June 9, Bank of America analyst Tal Liani boosted Nebius Group’s price target to $280 from $240, noting strong compute needs and a growing strategic technology stack. The upgrade came after Nebius Group N.V. (NASDAQ:NBIS) […]
Investors might realize that they've been neglecting a key method of diversification.
South Korea's benchmark Kospi tumbled as much as 8% Friday, before recovering slightly to end down 5.8%.
We have spent two years watching the AI build-out through an American lens. Nvidia Corp (NASDAQ:NVDA, XETRA:NVD), Microsoft Corp (NASDAQ:MSFT), OpenAI (Unlisted:OPAI), the hyperscalers and their hundred-billion-dollar capex pledges. On Monday, South Korea will remind everyone that the...
Stocktwits data showed retail sentiment around SPY sunk to ‘extremely bearish’ territory, while QQQ sentiment remained ‘bullish.’
(Updates to add Amazon and Microsoft's comment in the fifth and sixth paragraphs.) Amazon's (AMZ
People spend a lot of time on their devices. The AI boom means they will also be spending more for them.
South Korea's benchmark Kospi tumbled as much as 8% Friday, before recovering slightly to end down 5.8%.
Microsoft Corporation (NASDAQ:MSFT) is one of the best stocks for beginners to buy now. On June 23, Microsoft officially completed and brought online its first datacenter facility in Mount Pleasant, Wisconsin, marking a major milestone in the company’s $4.7 billion regional investment. The facility, which is now fully operational, currently employs nearly 550 full-time staff […]
Meta’s server CPU deal may not be included yet, with the ramp expected in the second half of 2028.
Microsoft and Apple are raising prices for Xbox consoles, Macs and iPads as the AI boom sends memory chip costs soaring, with prices increasing by up to $300 (about €265) and as much as 25%, depending on the product.View on euronews
Despite its cloud leadership and close ties with AI startup Anthropic, Amazon has largely missed the AI-driven rally.
On June 14, Microsoft CEO Satya Nadella published a 1,200-word essay on X titled "A frontier without an ecosystem is not stable." It got 28 million views. The essay drew a direct line between AI concentration and globalization and argued that the AI industry is heading toward the same kind of ...
Investors shifted their attention from long-term AI growth potential to the immediate costs of building the infrastructure needed to support it.
SoftBank dropped 12% Friday as Apple and Microsoft price hikes stoked fears that rising AI chip costs are squeezing Big Tech margins.
Asian tech stocks sank again Friday as the rollercoaster ride that has characterised the week continued into the weekend, while crude prices edged back down after a brief rally sparked by news of an attack on a ship in the Strait of Hormuz.Oil prices resumed the downward shift that has marked the week, having risen around two percent Thursday on news that a cargo ship was damaged by an unknown projectile off Oman's coast in Hormuz.
For years, since its inception 40 years ago, Qualcomm (QCOM) has been the dominant name in smartphone chips, and little else, at least in the minds of investors who had grown comfortable with that narrative. I have seen the stock trade at a discount to its semiconductor peers precisely ...