Noticias del mercado

Andy Jassy Says West Is 'Very Hungry' For More Western Open Source AI Models as Amazon Adds China's Kimi and GLM to Bedrock

Amazon.com Inc. is expanding its Bedrock AI platform with China’s Kimi and GLM open models, while CEO Andy Jassy outlined ambitions for the service to eventually match Amazon’s massive EC2 cloud business. Amazon disclosed the additions during its third-quarter earnings...

Nvidia (NVDA) CEO Jensen Huang Reportedly Targeted In Chinese Espionage Plot

Nvidia (NasdaqGS:NVDA) is at the center of reports that CEO Jensen Huang was targeted in an alleged Chinese espionage plot. The reported operation has prompted fresh questions from US lawmakers about potential security vulnerabilities around Nvidia's AI chip development. Regulators and legislators are weighing the incident against existing restrictions on Nvidia's advanced AI chip exports to China. The reported targeting of Jensen Huang is feeding into a wider reassessment of Nvidia's...

5 Best High Growth Stocks Outside Big Tech

The market’s growth leadership has become abnormally concentrated in a small number of mega-cap technology stocks, leaving investors with fewer obvious opportunities to find rapid earnings growth outside of the AI trade. Ten AI-related stocks currently account for over 40% of the S&P 500’s market capitalization, with NVDA, AAPL, and MSFT accounting for approximately 21.7% […]

The 5 most interesting analyst questions from Alphabet’s Q3 earnings call

Alphabet’s third quarter drew a sharp negative reaction from the market following a significant shortfall in non-GAAP earnings per share, despite revenue meeting Wall Street’s expectations. Management attributed the strong top-line growth to AI-driven momentum across Search, Cloud, and YouTube, noting a surge in AI-related product usage and increased adoption of the Gemini 4 series of models. CEO Sundar Pichai described the quarter as “strong,” emphasizing record growth in Google Cloud and a mar

Here’s Why Janus Henderson is Bullish On Meta Platforms, Inc. (META)

Janus Henderson, an investment management company, released its “Global Sustainable Equity Fund ” Q3 2026 investor letter. A copy of the letter can be downloaded here. The Equity Fund returned 1.86% in the third quarter of 2026, matching its benchmark, while outperforming the IA Global peer group’s 0.38% return. The fund’s performance reflected a sharp […]

After Meta, Could These Be Wall Street’s Next Blockbuster Stock Splits?

These companies could perform well whether or not they announce stock splits.

Will AI Answers Become as Winner-Take-All as Google? – Uneasy Money

Uneasy Money, from Unchained: AI answers could become as winner-take-all as Google search, and Taylor Monahan says the models once sent bug bounty disputes to SEAL 911 for no clear reason.

Microsoft just gave Nvidia shareholders a reason to pay attention

Microsoft’s latest earnings had something in it for more than just Microsoft investors.

3 Numbers to Watch to Know if Meta Platforms' AI Spending Is Paying Off

Capital outlays of this magnitude require investors to keep a closer eye on the company's progress.