Notícias

SOUN's "massive pipeline" is swelling as Q1 revenue jumps 52%, with OASYS and the planned LivePerson deal targeting faster enterprise AI growth.

Our IREN (NASDAQ:IREN) call is constructive. Shares closed at $47.74 on May 19, 2026, well off the post-earnings high near $60.80 but still up 459% over the past year. Our 24/7 Wall St. price target for IREN is $64.62, implying 35.36% upside over the next 12 months. Our model carries a constructive rating on IREN ... IREN’s $3.4 Billion NVIDIA Deal Points To Something Big Around The Corner

Microsoft (MSFT) blocked a new feature created by Databricks, a longtime partner, that makes it easi

Both CoreWeave and Nebius power AI giants with critical infrastructure, but one looks like the superior investment.

Anthropic is seeking more compute capacity as demand for Claude grows.

Both stocks are trading well below their usual valuation ranges by a key metric.

Nvidia Teams Up With Kawasaki and Microsoft to Accelerate Physical AI

Apple (AAPL) stock trades at $304.99 per share, a market cap of $4.5T, and 36.5 times trailing earnings. Is that a fair price, or is there more going on here.

CAI, a global services firm, has announced strategic partnerships with Amazon Web Services (AWS) and Microsoft to enhance multicloud integration, aiming to support public sector and enterprise clients in modernizing their IT infrastructure. By collaborating with Anthropic, Databricks, and LMNTRIX, CAI seeks to deliver a comprehensive cloud solution that integrates security and AI capabilities across AWS and Azure environments. This multicloud strategy is designed to help organizations avoid...

Micron Technology, Taiwan Semiconductor Manufacturing, and Broadcom are all major players in the AI realm.

Microsoft and EY announced a $1b partnership to accelerate enterprise AI adoption and move projects from pilots into scaled production. The alliance includes deep engineering collaboration and aims to build sector specific AI solutions for large global clients. Separately, Microsoft is in talks with Anthropic to supply its custom Maia AI chips, expanding the reach of its in house AI hardware. Microsoft (NasdaqGS:MSFT) is trading at $419.09, with the stock up 2.4% over the past week and up...

What's better: paying $2 trillion for SpaceX, with under $20 billion in revenue, or $5 trillion for Google (GOOG), generating $400 billion in revenue and $100 billion in profits.

The initiative strengthens the existing EY-Microsoft partnership across tax, assurance, consulting and EY-Parthenon.

Wall Street firms raised price targets after strong cloud growth and expanding AI demand.

Income investors holding the VictoryShares US Large Cap High Div Volatility Wtd ETF (NYSEARCA:CDL) own a fund built around one premise: large American companies with stable share prices tend to pay reliable dividends. CDL distributes cash monthly and paid $2.29 per share in 2025 against a current share price of roughly $76. With Treasury yields ... CDL’s $2.29 annual dividend beats Treasury yields despite rising interest rates

Ackman was recently buying shares of Microsoft and Amazon.

Cerebras investors are getting ahead of themselves.

Microsoft Corp's subsidiary GitHub is investigating a suspected cyberattack after the threat actor known as TeamPCP claimed to have stolen internal source code and data tied to thousands of repositories from the platform. Alleged GitHub Breach Sparks Supply-Chain Security Concerns...

Zacks GenXers Tracey Ryniec and Mark Vickery look back on the late 1990s and compare it with 2026'6 AI Revolution.

The biggest financial story of the last decade is not what is happening on Wall Street. It is what is happening just outside of it. The most valuable companies of this generation, the ones running cloud infrastructure, satellite internet, rocket launches and a sizable chunk of artificial ...

(Bloomberg) -- The Trump administration has agreed to award $1 billion to International Business Machines Corp. to build a foundry for producing quantum computing chips, part of a broad strategy to bolster US leadership in an emerging industry.Most Read from BloombergSpot the Difference: Putin Gets Trump Treatment From Xi in ChinaIran Says the US’s Latest Proposal Has ‘Narrowed the Gaps’Modi’s Toffee Gift to Meloni Ignites Rally in Wrong Indian StockIran in Talks With Oman Over Permanent Hormuz

(Bloomberg) -- The Trump administration has agreed to award $1 billion to International Business Machines Corp. to build a foundry for producing quantum computing chips, part of a broad strategy to bolster US leadership in an emerging industry.Most Read from BloombergSpot the Difference: Putin Gets Trump Treatment From Xi in ChinaIran Says the US's Latest Proposal Has 'Narrowed the Gaps'Modi's Toffee Gift to Meloni Ignites Rally in Wrong Indian StockIran in Talks With Oman Over Permanent Hormuz

(Bloomberg) -- The Trump administration has agreed to award $1 billion to International Business Machines Corp. to build a foundry for producing quantum computing chips, part of a broad strategy to bolster US leadership in an emerging industry.Most Read from BloombergSpot the Difference: Putin Gets Trump Treatment From Xi in ChinaIran Says the US’s Latest Proposal Has ‘Narrowed the Gaps’Modi’s Toffee Gift to Meloni Ignites Rally in Wrong Indian StockIran in Talks With Oman Over Permanent Hormuz

Nvidia sits at the absolute peak of its operational power, shielded by its massive CUDA moat, but the macroeconomic and competitive tides are turning.

The AI infrastructure designer signed another multibillion-dollar deal.

Marvell designs, develops, and sells custom integrated circuits for artificial intelligence and optical-networking products.

The company is able to return value to shareholders while also making major investments in other companies.

Five-year investment aims to help companies use AI across daily operations.

A deal would give Microsoft a win in the race to supply AI companies with custom silicon, where it trails Amazon and Google

Microsoft's AI Chip Bet Gets Fresh Buzz as Anthropic Talks Emerge