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Apenas manchetes de alto sinal - eventos macro, resultados, M&A, regulatório. Listicles e clickbait de analistas filtrados por padrão. Atualizado a cada hora.

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Microsoft and EY launch $1 billion AI partnership to accelerate enterprise adoption (MSFT)
InvestorsHub88d agobullish
Microsoft and EY launch $1 billion AI partnership to accelerate enterprise adoption (MSFT)

Microsoft (NASDAQ:MSFT) and EY announced on Thursday a strategic partnership valued at more than US$1 billion aimed at helping corporate clients move artificial intelligence initiatives from experimental pilot programmes into large-scale deployment. According to a statement released by the companies, the collaboration will initially focus on AI implementation across finance, tax, human resources and supply chain operations within industries including financial services, industrials, energy, cons

This Will Be Microsoft’s Stock Price in 2028
24/7 Wall St.88d agoneutral
This Will Be Microsoft’s Stock Price in 2028

Microsoft (NASDAQ:MSFT) is having one of its strangest years in recent memory. The AI franchise is exploding, with CEO Satya Nadella telling investors “Our AI business surpassed an annual revenue run rate of $37 billion, up 123% year-over-year.” Yet shares trade at $421.06, down 12.74% year to date. Intelligent Cloud just reported $34.681 billion, up ... This Will Be Microsoft’s Stock Price in 2028

VGT Looks Like a Diversified Tech Bet Until You Realize Three Stocks Are 43 Percent of It
24/7 Wall St.88d agoneutral
VGT Looks Like a Diversified Tech Bet Until You Realize Three Stocks Are 43 Percent of It

The pitch on the Vanguard Information Technology ETF (NYSEARCA:VGT) is sector breadth. You pay nine basis points, you get the entire information technology sleeve of the U.S. market, roughly $125 billion in assets aggregated into one ticker. So a 50 year old tilting their 401(k) toward tech with VGT thinks they own a sector. They ... VGT Looks Like a Diversified Tech Bet Until You Realize Three Stocks Are 43 Percent of It

Microsoft And OneStream Partnership Highlights Growing AI Role In Finance
Simply Wall St.88d agobullish
Microsoft And OneStream Partnership Highlights Growing AI Role In Finance

Microsoft (NasdaqGS:MSFT) and OneStream have agreed to expand their AI partnership to embed finance-focused AI agents and infrastructure into Microsoft 365 Copilot and Azure. The collaboration centers on integrating OneStream’s SensibleAI agents and quantitative AI forecasting into everyday Microsoft finance workflows. The goal is to support AI driven forecasting, anomaly detection, and natural language queries for finance teams directly inside familiar Microsoft tools. For investors...

Microsoft Corporation (MSFT) Launches GridSFM to Cut $20B Grid Congestion Losses
Insider Monkey88d agoneutral
Microsoft Corporation (MSFT) Launches GridSFM to Cut $20B Grid Congestion Losses

Microsoft Corporation (NASDAQ:MSFT) is one of Louis Navellier’s top long-term stock picks. On May 13, Microsoft Corporation (NASDAQ:MSFT) released a foundation model for solving power grid problems. GridSFM is the solution Microsoft is positioning to solve AC Optimal power flow problems in transmission power grids, thereby addressing $20 billion in annual congestion losses. GridSFM is […]

Microsoft Corporation (MSFT) and Amdocs Strengthen Ties on Azure as Workday Turns to 365 Copilot
Insider Monkey88d agoneutral
Microsoft Corporation (MSFT) and Amdocs Strengthen Ties on Azure as Workday Turns to 365 Copilot

Microsoft Corporation (NASDAQ:MSFT) is one of the top tech stocks in billionaire Ken Fisher’s portfolio. On May 14, Microsoft Corporation (NASDAQ:MSFT) and Amdocs confirmed the continuation of their existing collaboration. As part of the new pact, Amdocs is to migrate one of Lumen Technologies’ enterprise billing platforms to Microsoft Azure. The migration affirms Lumen’s transition […]

Circular AI Boom Goes Global as Asia Windfall Funds Hyperscalers
Bloomberg88d agobearish
Circular AI Boom Goes Global as Asia Windfall Funds Hyperscalers

(Bloomberg) -- The windfall earned by Asian chip makers is coursing through the world economy, mirroring on a global scale the circular flow of money within the AI ecosystem.Most Read from BloombergSpot the Difference: Putin Gets Trump Treatment From Xi in ChinaModi’s Toffee Gift to Meloni Ignites Rally in Wrong Indian StockSpaceX Shows $4.3 Billion Loss as Musk Targets Record IPOIran Threatens to Retaliate Beyond Middle East If US AttacksNvidia Tells Skeptical Investors AI Is Ready to Go Mainst

Is JPMorgan Chase a good long-term investment in 2026?
TheStreet89d agoneutral
Is JPMorgan Chase a good long-term investment in 2026?

With a market cap of $803 billion, JPMorgan has been the biggest and most influential bank in the U.S. since 2011 (and the largest in the world since 2016), but its success lies light-years away from simple deposits and withdrawals. The visionary insights of its CEO, Jamie Dimon, and astounding ...

The Real Winner of SpaceX’s IPO: Mark Zuckerberg
24/7 Wall St.89d agoneutral
The Real Winner of SpaceX’s IPO: Mark Zuckerberg

Wall Street has spent the last six months questioning Mark Zuckerberg’s aggressive AI capital spending, with Meta Platforms (NASDAQ:META) raising its 2026 capex guidance to $125 to $145 billion after a Q1 in which revenue grew 33% year over year. While everyone debates whether Meta is overspending, a quieter filing from SpaceX just laid out ... The Real Winner of SpaceX’s IPO: Mark Zuckerberg

Nvidia Can Outgrow Hyperscaler CapEx: Jensen Huang
Barrons.com89d agoneutral
Nvidia Can Outgrow Hyperscaler CapEx: Jensen Huang

CEO Jensen Huang says that Nvidia's growth prospects go beyond the massive spending from hyperscalers. Hyperscalers are the massive cloud providers, like Microsoft and Alphabet, that are spending hundreds of billions of dollars on AI. The concern on Wall Street is that eventually these companies will eventually stop spending as much on Nvidia chips.

Vanguard 500 Index Fund (VFIAX): Top Stock Pick by Graham Stephan
Insider Monkey89d agoneutral
Vanguard 500 Index Fund (VFIAX): Top Stock Pick by Graham Stephan

We just covered the Graham Stephan Stock Portfolio: Top 11 Stocks and Vanguard 500 Index Fund (NASDAQ:VFIAX) ranks 6th on this list. Vanguard 500 Index Fund (NASDAQ:VFIAX) is an index fund that Graham Stephan has advocated buying in the past few years. The Vanguard 500 Index Fund employs an indexing investment approach designed to track […]

Microsoft Corporation (MSFT): One of the Top Stocks in the Graham Stephan Portfolio?
Insider Monkey89d agoneutral
Microsoft Corporation (MSFT): One of the Top Stocks in the Graham Stephan Portfolio?

We just covered the Graham Stephan Stock Portfolio: Top 11 Stocks and Microsoft Corporation (NASDAQ:MSFT) ranks 2nd on this list. Microsoft Corporation (NASDAQ:MSFT) features on our list of the top stock picks of Graham Stephan because it is a popular holding in the index funds that Stephan often asks his followers to buy and hold. […]

These 2 AI Giants Have Been Dormant. That’s Exactly Why They Might Surprise Investors
24/7 Wall St.89d agoneutral
These 2 AI Giants Have Been Dormant. That’s Exactly Why They Might Surprise Investors

The AI trade has had favorites. NVIDIA, Microsoft, Alphabet, and Meta have carried the narrative, while two enterprise tech giants have quietly compounded earnings and built backlogs that few retail investors are talking about. With the S&P 500 up 8% year to date, the setup for these laggards looks asymmetric heading into the back half ... These 2 AI Giants Have Been Dormant. That’s Exactly Why They Might Surprise Investors

After Watching Mega Caps Drive Every Bull Market This Decade These 3 Growth ETFs Keep Rising to the Top of My Research
24/7 Wall St.89d agoneutral
After Watching Mega Caps Drive Every Bull Market This Decade These 3 Growth ETFs Keep Rising to the Top of My Research

Every bull market since 2016 has been a mega cap story. The S&P 500’s gains over the past decade have been driven by a handful of growth giants whose weight in the index keeps expanding. Three growth ETFs consistently top my research: Vanguard Mega Cap Growth ETF (NYSEARCA:MGK), Schwab U.S. Large-Cap Growth ETF (NYSEARCA:SCHG), and ... After Watching Mega Caps Drive Every Bull Market This Decade These 3 Growth ETFs Keep Rising to the Top of My Research

JEPQ’s 9.5% Yield Is Impressive, But the ELN Counterparty Risk Is the Hidden Cost
24/7 Wall St.89d agoneutral
JEPQ’s 9.5% Yield Is Impressive, But the ELN Counterparty Risk Is the Hidden Cost

Retirees chasing the JPMorgan Nasdaq Equity Premium Income ETF (NASDAQ:JEPQ) for its near 9.5% distribution yield are buying something more layered than they think. The fund pairs a Nasdaq-100 stock basket with equity-linked notes (ELNs), which are unsecured debt obligations issued by the banks. That distinction matters because the yield does not come purely from ... JEPQ’s 9.5% Yield Is Impressive, But the ELN Counterparty Risk Is the Hidden Cost