Notícias

A new Gallup survey published on Wednesday found most Americans oppose building AI data centers in their local area, highlighting growing public resistance as technology companies rapidly expand artificial intelligence infrastructure. Gallup said 71% of Americans oppose AI data centers...

Brad Conger, chief investment officer at Hirtle Callaghan, sat down on Barron’s Streetwise with Jack Hough this month with a message every AI investor should hear before clicking buy. “I think there’s just an amazing level of confidence that the winners of AI today will be the winners tomorrow,” he said. The math behind that ... AI Stock Valuations Just Hit a Dangerous Level. A Top CIO Warns: Companies Can’t Grow 100% Annually for 10 Years Straight.

Shares of online home goods retailer Wayfair (NYSE:W) fell 2.7% in the afternoon session after the April PPI report lifted the 10-year Treasury yield to a 10-month high of 4.49%, eliminating 2026 rate-cut expectations and raising the discount rate for long-duration growth valuations.

A number of stocks fell in the afternoon session after the April PPI report lifted the 10-year Treasury yield to a 10-month high of 4.49%, eliminating 2026 rate-cut expectations and raising the discount rate for long-duration growth valuations.

Shares of latin American e-commerce and fintech company MercadoLibre (NASDAQ:MELI) fell 2.9% in the afternoon session after the April PPI report lifted the 10-year Treasury yield to a 10-month high of 4.49%, eliminating 2026 rate-cut expectations and raising the discount rate for long-duration growth valuations.

Investors already factor in cyclicality in the chip industry. The bad news is that they’ve frequently gotten their assessments wrong.

AI-powered marketing platform Nectar Social announced Thursday that it raised a $30 million Series A round led by Menlo Ventures and its Anthology Fund, which was created alongside Anthropic.

Broadcom (AVGO) stock has gained about 36% since the April 6 closing price of $314.43, trading at $428.61 according to Yahoo Finance at the time of writing, Friday afternoon, May 15. Meanwhile, the SPDR S&P 500 index (SPY) is up about 12.5% in the same period. Why has Broadcom outpaced the ...

AI infrastructure spending is reshaping the semiconductor supply chain in unexpected ways. AXT emerged as one of the market’s top performers by supplying materials essential to modern data centers.

The U.S. electricity grid hasn’t faced a demand shock like this since the post-World War II industrial boom. For decades, power consumption grew at a sleepy 1% to 2% annually. Then came data centers. Then came AI. And now, if Nvidia (NASDAQ:NVDA) CEO Jensen Huang is right, we haven’t seen anything yet. So here’s the ... The Staggering Number Jensen Huang Just Revealed Changes Everything About AI

Oracle Corporation (NYSE:ORCL) is among the stocks with the best earnings growth for the next 10 years. On May 12, Brian Schwartz from Oppenheimer lifted the price target on Oracle Corporation (NYSE:ORCL) to $235 from $210 and reiterated an Outperform rating. While highlighting positive developments during the current quarter, which will strengthen its superior EPS […]

Despite Alibaba Group's report of a sharp drop in profitability, its full-stack AI business could be seen as a pivot in the right direction.

Tufts' Bhaskar Chakravorti predicted AI would destroy the jobs business needs most — in the exact cities where business lives.

By Eduardo Baptista and Che Pan BEIJING, May 16 (Reuters) - The chairman of China's securities regulator and Beijing's party secretary held talks with Citigroup CEO Jane Fraser in China and discussed

Alphabet's YouTube and Snap have reached settlements in the first case set for trial in litigation seeking to force ‌social media platforms to cover the costs school districts incur to combat a youth ‌mental health crisis they say the companies fueled. The settlements were detailed in court filings on Friday in federal court in Oakland, ​California, and resolve claims by a Kentucky school district that is still due to take Facebook and Instagram parent Meta Platforms and TikTok to trial on June 15. Terms of the settlements with Breathitt County School District in rural Eastern Kentucky were not disclosed.

Meta posted record profits in the first quarter of 2026. Its revenue hit $56.31 billion, and its net income came in at $26.8 billion. Three weeks after those results, the company is set to hand out roughly 8,000 pink slips. For employees watching that math unfold in real time, the message from the ...

Aptos is not a typical crypto startup. It was built by former Meta engineers who spent three years working on the Diem blockchain (formerly Libra) before spinning out as an independent network. Co-founders Mo Shaikh and Avery Ching took the Move programming language, the parallel execution engine, ...

Yahoo Finance Tech Editor Dan Howley joins Market Domination to discuss how the global memory shortage is affecting the gaming world.

The market is entering the next commodity supercycle, Carlyle Group's Jeff Currie argues.

Advanced Micro Devices (AMD) has gained more than 100% year to date, according to Yahoo Finance at the time of writing, Friday morning, May 15. Meanwhile, the SPDR S&P 500 index (SPY) is up slightly below 10% in the same period. AMD has outpaced the S&P 500 by a huge margin. That is ...

Meta’s (NASDAQ:META) Chief Financial Officer, Susan Li, said in the earnings call that they anticipate 2026 capital expenditures “…to be in the range of $125-145 billion, increased from our prior range of $115-135 billion.” Wall Street punished the stock for this level of spending, arguing that Meta Platforms was leaning too heavily into data centers and ... Money Pit? Zuckerberg Just Exposed Why Hyperscaler AI Spending Keeps Going Up

By breaking down physical barriers, consumer internet businesses are reshaping how people shop, connect, learn, and play. This influence cuts both ways though because they have high exposure to the ups and downs of consumer spending, and the market seems to believe the tide is turning in the wrong direction - over the past six months, the industry has tumbled by 16.6%. This drop is a stark contrast from the S&P 500’s 7.9% gain.

Bill Ackman counts Microsoft, Meta Platforms, Amazon and Google among the holdings of his hedge fund Pershing Square Capital Management.

Billionaire investor Bill Ackman said his hedge fund, Pershing Square Capital Management, has initiated a new position in Microsoft Corp (NASDAQ:MSFT), according to a post on the social media platform X ahead of an upcoming 13F filing. “As two of the largest forces in equity markets --...

NBIS surged after Q1 revenue surged 684% and AI demand fueled massive infrastructure expansion and a new $27B Meta agreement.

There’s been much discussion about the possibility of an AI bubble of late. Of course, not everybody has the risk tolerance or conviction to make bearish bets on the highest-flyers within the hottest corners of the AI chip scene as Dr. Michael Burry has. But for the average retail investor, the big takeaway might not ... If an AI Bubble Forms and Pops, the Mag 7 Won’t All React the Same Way

Quarterly results reveal contrasting revenue paths for Meta and Snap, with notable differences in margins and recent hardware partnerships shaping the landscape