Notícias

For retirement-focused investors weighing the two ad giants, the question is direct: Should you own Alphabet (NASDAQ:GOOGL) or Meta Platforms (NASDAQ:META) right now? Both print cash, both dominate digital advertising, and both are spending unprecedented sums on AI infrastructure. The market has rendered very different verdicts on each so far in 2026: Alphabet is up ... Google vs. Meta: Which Ad Giant Is the Better Long-Term Buy?

Meta's AI chief says health will be critical as future models scale across billions of users.

Meta Platforms, Inc. (NASDAQ:META) is one of the widely held tech stocks by Goldman Sachs with a total holding value of nearly $10.71 billion, making it to our list of the top Goldman Sachs tech stocks to buy now. Meta Platforms is down nearly 9% year-to-date, largely due to its staggering AI spending. During the […]

Should you buy shares of the social media leader on the dip?

Broadcom, Alphabet and Meta have been highlighted in this Investment Ideas article.

Google has cut a small number of roles in its Threat Intelligence Group and the broader cloud division, according to a Business Insider report.

Corning (NYSE:GLW) has signed multi-year agreements to supply optical connectivity solutions for AI infrastructure to large customers including Meta. The company has also entered a technology and manufacturing partnership with Nvidia focused on AI data center connectivity. These arrangements are tied to a plan to expand Corning's U.S. manufacturing capacity for optical communications used in AI data centers. Corning is best known for specialty glass and optical communications products that...

Vistra (NYSE:VST) has completed its acquisition of Cogentrix natural gas assets, expanding its power generation footprint. The company is growing long-term nuclear power agreements, including a new arrangement to supply Meta's data center needs. Vistra is working to restart the Perry nuclear plant, adding more baseload capacity for AI driven electricity demand. Vistra enters this phase of expansion with its stock at $153.7 and a very large 5 year return, reflecting a major change in the...

Broadcom shares sank and dragged the entire chip sector with them as the company missed on Q2 revenue and left AI guidance unchanged. Jefferies recommends buying the dip in AVGO stock.

Moby summary of Ciena Corporation's Q2 2026 earnings call

Snowflake delivered a blockbuster quarter, and SNOW stock is rallying higher. Here's why this data cloud giant is becoming one of the most compelling AI plays in the market right now.

Mega IPOs from SpaceX, Anthropic, and OpenAI are already turning heads on Wall Street and Main Street, expected to fetch some of the steepest valuations in the history of U.S. markets. However, those banking on these IPOs being a guaranteed payday might want to revisit those assumptions. Despite ...

Yahoo Finance Tech Editor Dan Howley joins Josh Lipton on Market Domination to discuss Meta's (META) decision to delay the release of its latest AI model and what the move means for the company's AI ambitions.

There's an insane claim doing the rounds on social media that Nvidia now earns $1 million every 129 seconds. If you really examine the numbers, it looks like that might actually be a conservative estimate.

Tech stocks were lower late Thursday afternoon, with the State Street Technology Select Sector SPDR

Dell’s record earnings prove that the corporate AI hardware buildout is finally in full swing. As new localized data centers plug in, they will inevitably need open-source "brains" to protect corporate data, making Meta's Llama the default and setting up META stock for a long-term breakout.

(Bloomberg) -- A surge in electricity demand from artificial intelligence and data centers is reshaping North America’s power markets, creating a “renaissance” for natural gas after decades of limited new development, according to KKR & Co. partner Brandon Freiman.Most Read from BloombergGlazer Family Members Study Manchester United Stake SaleRepublican-Led House Votes to Stop Iran War, Rebuking TrumpTrump Begins Rebuilding His Tariff Wall, Citing Forced LaborBroadcom Slides by Most in More Than

Shares of Advanced Micro Devices (NASDAQ:AMD) are pulling back slightly midday Thursday, but the stock’s run over the past month has been historic. AMD stock is up 55% over the past month, compared with just 17% for Intel (NASDAQ:INTC) stock. That kind of gap raises a fair question for Intel’s loyal shareholders. Should Intel stockholders ... AMD Is Up 55% in a Month and Trouncing Intel. Should Intel Stockholders Switch to AMD Now?

A position in the Invesco PHLX Semiconductor ETF (NASDAQ:SOXQ) bought at the close on May 29, 2025 for $38.08 was worth $101.03 on May 29, 2026, a 165% twelve-month gain on a low-cost, plain-vanilla index fund that anyone with a brokerage account could have bought. Run that back to inception in June 2021 and the ... If You Bought SOXQ During the March 2026 Selloff, You’re Sitting on a Triple-Digit Year

Tech stocks were lower Thursday afternoon, with the State Street Technology Select Sector SPDR ETF (

Broadcom (AVGO) stock has fallen as much as 15% in Thursday's trading session despite reporting record Q2 results yesterday evening.

AI capex could reach roughly $800 billion in 2026 as TS Lombard questions whether expectations can keep pace.

Meta’s Instagram has launched "Instagram Plus," a premium subscription service offering exclusive customization, deeper story insights, and advanced sharing controls.

AI Spending Boom Raises Sustainability Questions For Investors

GLW has soared 126.6% in six months as AI-driven demand, hyperscale deals and solar growth boost results, but key risks could test momentum.

President Trump privately signed an artificial intelligence executive order that landed considerably softer than what Big Tech and its lobbyists had been bracing for. CNBC’s Megan Cassella, reporting on the development June 2, 2026, said the document “appears to be a scaled back, slightly weaker version than what we had initially been expecting.” The White ... Trump Just Signed a Scaled-Back AI Executive Order: What the Voluntary 30-Day Review Means for Big Tech

Cathie Wood Loads Up on Alphabet Across Four ARK ETFs

Meta Platforms (NASDAQ:META) employees are facing a double whammy. Not only is the company going through mass, successive layoffs, but the remaining employees are now supposed to forego their privacy… to train an even better replacement. Reuters caught wind of what has been happening inside Meta, and it doesn’t bode well if you work using ... Zuckerberg Backs Down on AI Tracking After Meta Employee Revolt – But They’ll Still Get the Data They Need

Meta Platforms (NASDAQ:META) at $622.98 looks stretched on any rally toward $650, where the math behind its escalating AI capital bill stops working in shareholders’ favor. The stock has spent six months stuck in a corridor, and one structural concern overshadows an otherwise strong operating story. Meta runs the largest advertising network on the open ... 1 Big Reason to Sell Meta Platforms Stock Above $650

With strong hedge fund and Wall Street support, Meta Platforms, Inc. (NASDAQ:META) ranks among the best AI infrastructure stocks and carries an upside potential of 30.4%. Meta Platforms, Inc. (NASDAQ:META)’s AI ambitions are expanding well beyond its core advertising business, and Wall Street is starting to price in the potential value of those opportunities. On […]