Notícias

If you are wondering whether Microsoft at around US$407.77 is still a solid opportunity or already pricing in too much optimism, the next sections will focus on what the numbers say about value. The stock has slipped 0.9% over the last 7 days, but is up 9.9% over the last 30 days, even as the year to date return stands at a decline of 13.8% and the 1 year return is a decline of 8.5%. Over a longer stretch, investors have seen a 33.9% gain over 3 years and a 74.8% gain over 5 years, which...

(Bloomberg) -- The worsening shortage in global memory chips due to the artificial intelligence buildout is driving a widening gulf in corporate results and stock performances.Most Read from BloombergAmbani’s Cola War With Coke, Pepsi Spurs Fridge Bonanza in IndiaInside a Year of Chaos and Conflict at Kevin Hart’s Media CompanyMamdani Scraps Property Tax Hike, Counts Second-Home RevenueIran Makes New Offer on Uranium in Response to US, WSJ SaysShares of memory makers Micron Technology Inc. and S

Over the last six months, Microsoft’s shares have sunk to $420.75, producing a disappointing 16.8% loss - a stark contrast to the S&P 500’s 7.7% gain. This may have investors wondering how to approach the situation.

Microsoft Corp. CEO Satya Nadella has said empathy is the key force behind innovation, calling it an innate human quality but one of the hardest leadership skills to develop. Nadella Calls Empathy Innovation's Core In an October 2021 interview with...

Cloud providers are scrambling to profit from the race to adopt AI. One was the runaway champ.

Looking for an investment that delivers both long-term growth and consistent income? Look no further than hybrid stocks like Microsoft (MSFT). Just like hybrid cars offer drivers a “win/win” combination of combustion power and EV technology, hybrid stocks offer investors the best of both worlds in ...

Hedge fund TCI has sharply reduced its large stake in Microsoft (NasdaqGS:MSFT), citing concerns about AI driven disruption risks. Court filings in the Elon Musk v. OpenAI case revealed new details of Microsoft's OpenAI partnership, including a hard cap on revenue sharing and a shift to non exclusive terms. Microsoft CEO Satya Nadella testified in the trial, outlining the company’s AI ambitions, its expectations around OpenAI related economics, and how the partnership fits into Microsoft’s...

OpenAI (OPAI.PVT) CEO Sam Altman took the stand on Tuesday to face questioning in the lawsuit filed by Elon Musk's attorneys over whether the AI developer breached the original non-profit mission it was founded on. Both Altman and Musk are both co-founders of OpenAI. Yahoo Finance Tech Editor Dan Howley reports on the latest testimonies out of this high-profile Silicon Valley trial.

We just covered Grok’s Latest Stock Portfolio in 2026: Elon Musk’s AI Chatbot’s Top 10 Stock Picks. Broadcom (NASDAQ:AVGO) ranks #4 (see Grok’s Latest Stock Portfolio in 2026: AI Assistant’s Top 5 Stock Picks). Number of Hedge Funds: 202 Broadcom (NASDAQ:AVGO) is the biggest position in the Grok portfolio at 8.58%. Grok believes the bull […]

Yahoo Financed Tech Editor Dan Howley and Futurum CEO Daniel Newman join Asking for a Trend to discuss the chip trade and the AI trade.

The Nasdaq Composite and the S&P 500 fell Tuesday as technology shares slid, with traders apparently

Tech stocks were lower late Tuesday afternoon, with the State Street Technology Select Sector SPDR E

OpenAI has agreed to cap the total revenue it shares with Microsoft Corp (NASDAQ:MSFT) at $38 billion through 2030, down sharply from a prior arrangement that could have generated as much as $135 billion in cumulative payments for the software giant, according to people familiar with the...

The stock market is perking up a little in afternoon trading. The S&P 500 was down 0.6%; it had marked a loss as large as a percent earlier. The tech-heavy Nasdaq was extending its losses, down 1.4%. The Dow was flat.

Microsoft Corporation (NASDAQ:MSFT) is one of the top tech stocks in Louis Navellier’s portfolio. On May 6, Stifel reiterated its Hold rating on Microsoft Corporation (NASDAQ:MSFT) and a $415 price target. The cautious outlook is in response to the company’s “leases not yet commenced” reaching $196.6 billion. The leases have more than doubled over the […]

US benchmark equity indexes were mostly lower intraday, weighed down by a technology sell-off, as in

Tech stocks were lower Tuesday afternoon, with the State Street Technology Select Sector SPDR ETF (X

(Bloomberg) -- OpenAI’s Sam Altman testified that he was “extremely uncomfortable” with Elon Musk’s insistence that he have complete control over a proposed for-profit subsidiary of OpenAI back in 2017.Most Read from BloombergInside a Year of Chaos and Conflict at Kevin Hart’s Media CompanyAmbani’s Cola War With Coke, Pepsi Spurs Fridge Bonanza in IndiaIran Makes New Offer on Uranium in Response to US, WSJ SaysNvidia’s CEO to Miss China Trip After Year of Travels With TrumpAltman told jurors tha

OpenAI’s cofounders once asked Elon Musk, who helped create and fund the company, an important question: If he were to control OpenAI, what would happen to the company on his death? Musk responded that he hadn’t thought about it much and that he might pass it on to his children.

Despite a dip in operating profit, Bytes Technology Group PLC (STU:9NY) showcases resilience with strong cash conversion and strategic partnerships driving future growth.

Anthropic is diving further into the legal software market.

Oracle's (ORCL) fiscal fourth-quarter results are likely to benefit from robust spending on technolo

At current prices, Microsoft (NASDAQ:MSFT) at $413.96 screens as attractive, Dell Technologies (NYSE:DELL) at $238.80 looks fully valued, and Intel (NASDAQ:INTC) at $113.01 looks overextended. All three have ridden the AI infrastructure wave, but the setup at each price has diverged sharply. Microsoft’s pullback has reset valuation against accelerating AI revenue. Dell’s run has front-loaded ... MSFT, DELL And Intel: Which Is The Better Buy

On a recent All-In Podcast episode discussed one of the biggest unresolved questions in the AI boom: Are companies actually generating meaningful returns from AI spending, or is Wall Street still pricing in future benefits that have yet to show up in the real economy? Chamath Palihapitiya, Jason Calacanis, David Sacks, and Altimeter Capital founder Brad ... Chamath Warns Companies Must Prove ROI from AI Within ‘500 Days’

The Invesco QQQ Trust, up 15% this year, offers a “barbell” strategy for exposure to both chip and software companies.

AI-driven traffic to SHOP stores surges 8x and AI orders nearly 13X in Q1 2026, as Sidekick and big AI integrations fuel growth.

Chevron (NYSE:CVX) has rallied hard off late-2025 lows, riding a sharp move in WTI crude from $60.04/bbl in January to $100.32/bbl by April. After a 39.44% one-year gain, the question is whether the easy money is already made. Our 24/7 Wall St. price target for Chevron is $163.37 over the next 12 months, implying -11.57% downside ... Is Chevron a Safe Bet in the Energy Sector?

Microsoft's (MSFT) revised revenue-sharing deal with OpenAI strengthens its long-term artificial int

The reported limit could improve OpenAI's IPO pitch while narrowing Microsoft's long-term upside.

Oracle (ORCL) could see fiscal Q4 upside and potential guidance upgrades from strong technology infr