Actualités

Shares of online community and discussion platform Reddit (NYSE:RDDT) jumped 11% in the afternoon session after investors revisited the company's strong second-quarter earnings results, prompting a rebound from a recent sell-off. The stock had previously fallen more than 20% after the earnings release, despite the company beating estimates. That drop was fueled by investor fears over "choppy" search referral traffic from Google and the absence of new AI data licensing deals. However, the underly

MediaTek raised its target on July 31 to capture 15% to 20% of an estimated $80 billion custom AI-chip market in 2027. Its first AI accelerator for a major U.S. cloud provider will enter production in the fourth quarter, and MediaTek expects more than $2 billion in 2026 data-center revenue. The expansion could give Alphabet […]

Blackstone Inc. has initiated preliminary talks with investors regarding a second major debt financing package to fund Anthropic PBC’s use of Alphabet Inc.’s Google chips.

Strong earnings from the biggest technology companies and improving AI spending trends could help drive another leg higher for Big Tech stocks, according to Société Générale.

Nvidia reports fiscal 2027 second-quarter earnings on Aug. 26.

A 28-year-old business owner found themself facing a decision that many entrepreneurs dream about. After building a home services company straight out of high school, a competitor approached them with an offer of $1.5 million in cash to buy the...

Microsoft Corp, Meta Platforms Inc, Oracle Corp, Amazon and Alphabet have committed about $1.09 trillion in future payments under leases that have not yet begun, mostly for data centres ‌needed to power the artificial intelligence boom. The commitments show that a substantial part of Big Tech's ‌AI spending spree has already been locked in, without yet appearing as debt-like lease liabilities on company balance sheets. The total is nearly four times the roughly $285 billion of lease liabilities already recognised on the companies' balance sheets, according to company filings compiled by ‌Reuters.

Nvidia stock clears the 50-day moving average amid Big Tech earnings. Advanced Micro Devices is set to report Tuesday.

Apple (NASDAQ:AAPL) touched a $5 trillion market cap last week before its fiscal third quarter report landed on July 30. You are watching a stock that spent much of last year lagging the AI trade suddenly leading it, and the reason comes down to how Apple chose to play the AI buildout differently than everyone […]

Amazon, Google, and Microsoft just posted their biggest weekly gains in years, and one well-known analyst says the repricing has barely started. Before you decide whether to chase or wait, understand what the balance sheets and backlogs actually signal.

Nvidia keeps smashing records while skeptics like Michael Burry stack up bearish bets against it, yet one top analyst sees a supply crunch so severe it could make the doubters regret sitting on the sidelines.

Wall Street rewarded Microsoft and Amazon for their AI spending binges while punishing Alphabet for doing the same thing with better numbers underneath, and that contradiction left a window wide open for buyers who noticed the inconsistency.

Azure just did something it has never done before, and the metric buried in Microsoft's latest earnings report tells me this AI spending wave is nowhere near finished.

Greenskeeper Asset Management, an independent firm that specializes in disciplined value investing, recently released its Q2 2026 scorecard. A copy is available to download here. After a slow start to the year, the Fund gained 10.9% in the quarter, lifting its year-to-date return to 1.9%. The rebound came as markets showed signs of rotating away from momentum […]

Cloud computing is a huge growth driver.

All three major US stock indexes were up in late-morning trading Tuesday, as investors grew more opt

The bill for the AI build is easy to see, and the payback is already turning up in what advertisers pay for an ad.

Apple may soon need to make up its mind about spending on AI. It resisted developing its own AI models, relying instead on OpenAI to fuel its AI strategy under a 2024 deal. Earlier this year, it abandoned OpenAI in favor of Google’s Gemini, which is set to power a revamped AI-infused version of its Siri digital assistant.

Reaching the next milestone takes about a 31% climb. The current pace of profit growth would more than cover it.

Amazon just crossed a milestone that puts it in rare company, but the real question is whether the forces driving that surge can hold through year-end or whether a $200 billion spending gamble quietly undermines everything.

Meta just posted 28% revenue growth and investors sold the stock hard anyway, spooked by soaring infrastructure spend and a murky AI strategy. Before you join the panic, consider what Wall Street may be getting badly wrong about where Meta is actually headed.

Free cash flow is negative while the cloud build runs, and that is the whole question for anyone weighing the stock today.

Investing.com -- Blackstone Inc. has begun early talks with investors about a second large debt package to finance Anthropic PBC's use of chips from Alphabet Inc.'s Google, Bloomberg reported Tuesday.

The five most valuable companies in America just reported earnings, and the profit rankings will surprise you. One name sits at the top for reasons that have almost nothing to do with its actual business.

Microsoft just posted its biggest post-earnings surge in recent mega-cap history, and the move happened so fast it raises a serious question about what comes next for investors still eyeing the stock.

The earnings multiple has come all the way down to the market's, while the build-out behind the story keeps pushing gross margin lower.

(Bloomberg) -- Blackstone Inc. has held early discussions with investors to gauge interest in a second mega debt package to finance Anthropic PBC’s use of chips from Alphabet Inc.’s Google.Most Read from BloombergBeer Dynasty Families Sell €731 Million Stake in AB InBevTaco Bell Met With Michigan on Parasite Weeks Before RecallChina’s AI Blitz Creates ‘Death Zone’ for Rival US Model MakersApple’s New CEO Taps Retired Hardware Executive for Management TeamMamdani Dismisses Business Leaders Advisi

YouTube Premium will soon give consumers access to Peacock's streaming service.

Ford, BlackRock, and Google just pledged hundreds of millions to pull experienced tradespeople back into the workforce, and a 63-year-old electrician in Ohio is answering that call without realizing the bigger paychecks could trigger two separate federal penalties at once.

The tech stock rally continued, extending yesterday's gains, but today's rise looks a little different. The tech-heavy Nasdaq Composite was up 1.1%. The tech sector led the S&P 500, up 3.1%. Unlike yesterday, it wasn't the Magnificent Seven stocks doing the heavy lifting.