Notícias

Microsoft is transforming from a software giant into an AI infrastructure powerhouse.

LinkedIn reduced roles across engineering, product and marketing as Microsoft continues funding AI data center expansion.

Nebius reported $399 million in quarterly revenue and outlined up to $20 billion in planned spending this year.

OpenAI's revenue-sharing payments to Microsoft are reportedly capped at $38 billion through 2030.

I’ve been studying portfolio concentration for years, and one stat from Schwab’s On Investing podcast keeps echoing in my head. In 2022, the Magnificent Seven fell roughly 40% while the S&P 500 dropped 18%. Our data confirms the pain: SPY shed 20% that calendar year, while Meta Platforms (NASDAQ:META) collapsed 64%, NVIDIA (NASDAQ:NVDA) fell 51%, ... The Magnificent Seven Fell 40% While the S&P Dropped 18%: Here’s How Much Tech Concentration You Can Actually Afford

While chip makers Intel and Micron have been getting all the love in recent days, Marvell got a nice bounce Wednesday after analysts at BofA and Goldman Sachs raised their price targets for it. Marvell shares closed up 8.2% to $177.95, for a new record high. The stock is up more than 100% in 2026 on high demand for its chips and partnerships with Big Tech hyperscalers like Amazon and Microsoft It has had 12 record closes in 2026, with the last one on May 6.

The overall earnings picture continues to be of all-around strength and a steadily improving outlook, with Q1 results showing nice momentum while expectations for Q2 also trend higher.

The overall earnings picture continues to be of all-around strength and a steadily improving outlook, with Q1 results showing nice momentum while expectations for Q2 also trend higher.

Craig Johnson, Chief Market Technician at Piper Sandler, used his CNBC Morning Call Sheet appearance to flag concerns for self-directed investors riding the AI trade. Introducing Piper Sandler’s report The Bull Market That Few Trust, Johnson said: “The technology sector is now 41% of the investable assets here in the US. Semiconductors are 50% of ... Wall Street’s Top Chartist Warns US Tech Stocks Now At Highest Concentration Since the 2000 Bubble

Morgan Stanley analysts on Wednesday reiterated their endorsement of hyperscaler stocks, which they argue offer investors exceptional earnings growth at "undemanding" prices.

The S&P 500 Index ($SPX ) (SPY ) on Wednesday closed up +0.58%, the Dow Jones Industrial Average ($DOWI ) (DIA ) closed down -0.14%, and the Nasdaq 100 Index ($IUXX ) (QQQ ) closed up +1.04%. June E-mini S&P futures (ESM26 ) rose +0.62%, and June E-mini Nasdaq futures...

Microsoft stock is in the spotlight as LinkedIn revealed plans of cutting 5% of its global workforce. Here’s how you should play MSFT shares for the remainder of 2026.

Microsoft is shopping for artificial-intelligence startups as the software company prepares for a future independent of its once-vital partner OpenAI, five people familiar with the matter said. This spring, ‌Microsoft weighed acquiring code-generation startup Cursor, four people said. Microsoft is in discussions with Inception, a small startup built by a Stanford University team focused on a different method of developing large language models, three people familiar with the matter said.

We just covered Grok’s Latest Stock Portfolio in 2026: Elon Musk’s AI Chatbot’s Top 10 Stock Picks. IREN Limited (NASDAQ:IREN) ranks #7 (see Grok’s Latest Stock Portfolio in 2026: AI Assistant’s Top 5 Stock Picks). Number of Hedge Funds: 46 IREN Limited (NASDAQ:IREN) operates large data centers and makes money by renting out computing power […]

We just covered Grok’s Latest Stock Portfolio in 2026: Elon Musk’s AI Chatbot’s Top 10 Stock Picks. Microsoft Corporation (NASDAQ:MSFT) ranks #1 (see Grok’s Latest Stock Portfolio in 2026: AI Assistant’s Top 5 Stock Picks). Number of Hedge Funds: 312 Microsoft reported strong earnings, but the stock wavered amid CapEx and AI-related concerns. CapEx guidance […]

We just covered the Chris Rokos Stock Portfolio: Top 10 Stock Picks and Microsoft Corporation (NASDAQ:MSFT) ranks 4th on this list. Microsoft Corporation (NASDAQ:MSFT) is a long-term holding in the 13F portfolio of Rokos Capital Management. The fund first disclosed a stake in the company in the fourth quarter of 2020. This position comprised over […]

Microsoft (MSFT) has spent over $100 billion on its partnership with OpenAI, including investments,

Investing.com -- SAP shares are down 4.7% on Wednesday to their lowest level in over two years, even as the German software giant used its annual Sapphire conference to lay out an ambitious artificial intelligence roadmap, with investors apparently wanting more immediate evidence of monetization.

The two largest names in enterprise software have been bruised, and the smart money is using the discount to add exposure. Oracle (NYSE:ORCL) trades near $190 against a Wall Street consensus target of $242.10, while Microsoft (NASDAQ:MSFT) sits around $405 versus a target of $561.56. Both gaps run well into double digits. Both companies are ... The Smart Money Isn’t Hesitating to Buy These 2 Battered Software Stocks

Nebius Group (NASDAQ:NBIS) reported a sharply higher first quarter for 2026 as demand for AI computing capacity continued to outpace supply, prompting management to raise its capital spending plans and expand its long-term power commitments. Co-founder and CEO Arkady Volozh said the company is buil

JPMorgan Chase & Co (NYSE:JPM) stock is one of the most undervalued blockchain stocks to buy now. On May 4, Reuters reported that Meta Platforms is working with Morgan Stanley and JPMorgan Chase & Co (NYSE:JPM) on a financing package worth about $13 billion for a new data center in El Paso, Texas. Bloomberg, which […]

Nebius Group N.V. (NASDAQ:NBIS) may not command the same attention as Nvidia Corp (NASDAQ:NVDA), but its latest quarter is suddenly giving Nvidia bulls another reason for confidence ahead of Nvidia earnings next week. Nebius stock surged after the company posted explosive first quarter results, with AI cloud revenue soaring 841% year over year. The company also highlighted multibillion-dollar AI compute agreements tied to Meta Platforms, Inc. (NASDAQ:META) and Microsoft Corp (NASDAQ:MSFT), reinf

These companies have excellent financials, strong margins, and they're likely to do well even under challenging economic conditions.

Anthropic is entering the small business market.

The stock market has produced some astonishing winners over the years, but what’s happening with Nvidia (NASDAQ:NVDA) feels different. Five years ago, Nvidia was still largely viewed as a high-end gaming graphics card maker with growing data center ambitions. Today, it sits at the center of the artificial intelligence economy — and increasingly, at the ... Nvidia Hits $5.5 Trillion — It’s Now Worth More Than the GDP of Every Country but the U.S. and China

Shares of C3.ai (NYSE:AI) caught a modest vote of confidence from Canaccord Genuity on May 13, as the firm raised its price target to $8 from $7 while keeping a Hold rating. The revision follows the release of preliminary Q4 FY2026 results and the announcement that Chairman Tom Siebel will resume his role as chief ... Canaccord Raises C3.ai Price Target as Tom Siebel Returns to the CEO Seat

Nebius stock soars after quarterly results.

Google Cloud Platform (GCP) boasted a $460 billion backlog at the end of the first quarter.

OpenAI CEO Sam Altman took the stand yesterday in the third week of the blockbuster trial brought by Elon Musk, telling jurors that Musk wanted to “take a chainsaw through” the company’s research staff during his time on the board. Altman said Musk pushed co-founders Greg Brockman and Ilya Sutskever to rank researchers by accomplishment so the bottom could be cut. The exercise did “huge damage for a long time to the culture of the organization,” Altman testified. A Morale Boost When Musk Left Al

Investing.com -- LinkedIn is preparing to announce staff cuts on Wednesday, in the latest sign of continued restructuring across the technology sector.