Notícias

Analyst Steven Cahall argues licensing its IP would generate more than $15 billion annually

Google Under Fire as Swiss Watchdog Investigates Search Engine Settings

For the same AI-driven software demand, Microsoft offers faster growth and a lower valuation, making it the cleaner bet despite Fortinet’s powerful momentum.

Nvidia (NVDA) stock has struggled to keep pace with the broader semiconductor rally this year, but Morgan Stanley just says the AI chip giant remains one of its favorite names. Shares of Nvidia fell 3.5% on Monday as investors continued to question whether the chipmaker can sustain its growth. ...

Hachette, Cengage, Elsevier, and other publishers allege that Google trained its AI on copyrighted works without the necessary permissions.

Operators seek billions as infrastructure spending accelerates

Netflix is facing a host of challenges as it prepares to report its second-quarter results late Thursday.

Today’s S&P 500 gains wouldn’t suggest it, but most of the index’s components are actually in the red. The S&P 500 is up 0.4% while the Equal Weight S&P 500 is moving in the other direction, down 0.3%. Nearly two-thirds of names in the S&P 500 were down despite session gains, signaling that stocks on the rise are doing the heavy lifting, offsetting the larger group of laggards and then some.

Collect a healthy income stream on Microsoft now that you keep no matter what, while lining up a chance to buy this tech giant at a steep discount if it ever gets there.

Regulators are reviewing whether Android users were unfairly steered toward Google Search.

Goldman Sachs, investment banker to SpaceX and Alphabet, rode the AI investment boom to a huge Q2 earnings beat. The Stock Of The Day soared.

Reddit's rapid ad growth highlights its momentum, but GOOGL's AI-powered advertising ecosystem and earnings outlook make it the stronger digital ad stock.

Most investors still think Alibaba is an e-commerce company. But that story is quickly becoming outdated.

New York Gov. Kathy Hochul paused construction of the state’s largest data centers for up to a year, adding to growing political resistance facing AI infrastructure projects.

While Microsoft, Meta, and Google race to outspend each other on AI infrastructure, Apple has taken a radically different path, and Wall Street is starting to wonder if the company that skipped the arms race is actually positioned to win it.

While the company's AI spending commands attention, the real story is how the technology is already accelerating the core business that funds it all.

One mega-cap stock keeps beating earnings estimates, expanding margins, and building a cloud backlog that dwarfs its competitors, yet it still trades at a discount to the rest of big tech. Here is why one investor refuses to stop buying it.

META's premium valuation and soaring AI spending weigh on near-term upside despite strong ad growth and AI engagement.

Alphabet Inc. (NASDAQ:GOOGL) is one of the Best Monopoly Stocks to Buy According to Hedge Funds. On July 7, Cognizant announced a significant expansion of its partnership with Google Cloud. This further broadens the ways companies bring Gemini Enterprise to clients and deepens Cognizant’s internal use of the technology. The collaboration is based on the dedicated […]

For a stock like Palantir (PLTR), the conversation always seems to begin and end with one thing: growth. With the shares down 8.7% over the last year, it’s clear the market is skeptical that the company can maintain its torrid pace. The stock now trades at just 63% of its 52-week high, suggesting a lot of pessimism is already baked in.

Meta Platforms (META) will be expanding its data center project in Louisiana to 5 gigawatts of compute capacity. Yahoo Finance Tech Editor Dan Howley examines this latest news.

That's not a bad thing at all.

AI companies are losing a $130 billion battle they never saw coming, and Mark Cuban says the real enemy has nothing to do with permits, power grids, or zoning boards.

Google is quietly building silicon that threatens to cut NVIDIA out of its own customers' data centers, and the latest earnings from both companies reveal just how close that collision has become.

Investing.com -- Morgan Stanley reiterated an Overweight rating on Broadcom in a note on Tuesday, pushing back on investor concerns that MediaTek could significantly erode Broadcom's share of Google's TPU business.

Harris Oakmark recently released its second-quarter 2026 investor letter for the “Oakmark Equity and Income Fund”. A copy of the letter can be downloaded here. Oakmark Equity and Income Fund aims to maximize returns while preserving and enhancing capital. The portfolio consists of US equities and fixed-income securities. The allocation was 60.1% in equities, 38.9% […]

Alphabet stock has almost tripled investors’ money over the past five years, yet current valuation checks paint a more measured picture. The Discounted Cash Flow (DCF) intrinsic value estimate points to a price that is close to where the market is already trading, and earnings multiples still screen as supportive. Alphabet has delivered a 5 year total return of about 186%, which puts extra focus on whether today’s price still offers a reasonable entry point after such a strong...

Its history in market shocks reveals a pattern of deep falls and long recoveries that every shareholder should understand.

Management's narrative has pivoted hard to AI and custom chips, but what they've stopped highlighting, the cash generation that funded it all, reveals a profound shift in the company's risk profile.

Google (GOOGL) Cloud's backlog nearly doubled in a single quarter, reaching a scale of over $460 billion. This is not just incremental growth; it is a fundamental shift in the business. The segment's revenue accelerated to 63% growth, becoming a primary engine for the entire company.