Notícias

Payment demands and power needs slow Azure project

AI hyperscaler spending is driving soaring demand for memory and storage chips, boosting MU, WDC and SNDK prospects.

The Kenyan government couldn't meet Microsoft's demand for guaranteed capacity payments, and the project may be scaled back

The energy producer reaffirms its full-year outlook range, with the midpoint slightly below analysts’ expectations.

TCW Flexible Income ETF targets income-focused investors with a flexible bond allocation strategy and a competitive dividend yield.

It’s business lesson number one: “You’ve got to spend money to make money.” Now that we have details of a full century of detailed U.S. stock returns, investors who study it for an edge can confidently say that asset-light companies did much better. “We know from this 100 years of data that capex is bad,” says Gregg Fisher, a pioneer of factor-based investing and portfolio manager at Quent Capital.

The tech sector helped US stocks cruise to all-time highs last week, as the artificial intelligence boom broadened.

Microsoft Meta Platforms Alphabet and Amazon.com collectively plan capital spending of $725 billion this year, much of it on artificial-intelligence chips. But that is another good reason for TSMC to spend.

(Bloomberg) -- Amazon.com, Inc. is preparing to issue Swiss franc bonds for the first time, as Big Tech hyperscalers turn to new debt markets to fund artificial intelligence spending.Most Read from BloombergIran Makes New Offer on Uranium in Response to US, WSJ SaysTrump Rejects New Iran Peace Offer as ‘Totally Unacceptable’Inside a Year of Chaos and Conflict at Kevin Hart’s Media CompanyDrone Hits Ship Near Qatar as US Awaits Iran Peace Plan ResponseJudge to Review Musk, SEC Settlement Deal in

Microsoft’s halt on new carbon removal purchases shakes the young carbon market as AI growth and regulation reshape future demand

Microsoft CEO Satya Nadella is expected to take the stand Monday in Elon Musk's lawsuit against OpenAI, to explain emails that revealed how his company funded the ChatGPT creator's shift from philanthropic organization to for-profit AI giant.He will rely on recently disclosed Microsoft emails from January 2018 to demonstrate that the tech giant only opened its checkbook once a profit appeared possible.

The stock market has spent much of 2026 acting like geopolitical risk is just background noise. The S&P 500 keeps pushing toward record highs, AI spending remains red hot, and investors have largely shrugged off the widening conflict involving Iran. But what if Tehran found a pressure point far more dangerous than oil tankers? That’s ... Iran May Have Found a New Way to Threaten Trump’s Economy — And It’s Not Oil

CrowdStrike Holdings (NasdaqGS:CRWD) expanded its Project QuiltWorks AI cybersecurity coalition with new global technology and consulting partners. New members include Armadin, Cognizant, HCLTech, Infosys, KPMG, NTT DATA, Tata Consultancy Services, and Wipro. The company also launched Falcon OverWatch for Defender, bringing AI powered threat hunting to Microsoft endpoint customers. CrowdStrike Holdings, trading at about $505.74, has seen very strong multi year share price appreciation,...

Alphabet and Microsoft are two of the largest companies in the world.

At the same time, AI capital spending, while overlapping with the energy transition somewhat, is also galloping ahead full speed.

Investing.com -- NVIDIA chief executive Jensen Huang said on Sunday that artificial intelligence will make intelligence itself a commodity accessible to anyone, from carpenters to shopkeepers, adding that the technology will reach billions of people who have never had access to computing power before.

Microsoft (NasdaqGS:MSFT) has seen its planned US$1b data center expansion in Kenya stall after talks over government payment guarantees broke down. The project setback affects the timing of a major cloud and AI infrastructure buildout in an important African growth market. Separately, a long-running patent dispute over touchscreen and graphical user interface technology with Newman Infinite/Unlimited has reached China's Supreme People's Court. Microsoft previously sought to invalidate the...

Some AI stocks are trading at very reasonable levels right now.

Berkshire Hathaway (BRK.A, BRK.B) CEO Greg Abel isn’t chasing the AI trade just because everyone else is. In his first annual meeting as Berkshire’s top honcho and Warren Buffett’s successor, he said that the company isn’t treating tech spending or tech stocks as a momentum game. That’s ...

We just covered Cathie Wood’s 11 Biggest AI and Data Center Stock Picks. CoreWeave, Inc. (NASDAQ:CRWV) ranks #11 (see Cathie Wood’s 5 Biggest AI and Data Center Stock Picks). Cathie Wood’s Stake: $137,795,948 CoreWeave recently fell after the company issued weak quarterly outlook. However, long-term analysts believe its story remains intact. Wells Fargo kept its Overweight […]

A Microsoft data center site in ‌East Africa has been ‌delayed by disagreements with the Kenyan ​government over the company’s request for guaranteed payments, Bloomberg News reported on Sunday citing ‌people familiar ⁠with the matter. In 2024, Microsoft partnered with ⁠UAE-based AI firm G42 to invest $1 billion in a ​data center ​in Kenya ​as part ‌of its efforts to expand cloud-computing services in East Africa. Microsoft and G42 asked the Kenyan government to commit to ‌paying for a ​certain amount of ​capacity ​annually, but the talks ‌broke down when ​it couldn’t ​provide the guarantees at the level Microsoft requested, the ​Bloomberg ‌report said.

(Bloomberg) -- A major Microsoft Corp. data center site in East Africa has been delayed by disagreements with the Kenyan government over the company’s request for guaranteed payments, people familiar with the matter said. Most Read from BloombergTrump Wants to Make H-1B Workers More Expensive for US EmployersOnline Mob Fuels 6,000% Stock Rally in Obscure SpaceX RivalBillionaire Duke of Westminster to Sell £700 Million of US Real Estate AssetsIran Offers Reply to US Peace Plan as Hormuz Crisis Ra

On the We Study Billionaires podcast (episode TIP813), Stig Brodersen laid out a bear case that puts Microsoft’s Office cash cow squarely in the crosshairs of generative AI. His framing matters because it targets the one franchise inside Microsoft (NASDAQ:MSFT) that has resisted every prior assault: the per-seat productivity suite that Google could never crack. ... The AI Threat Google Couldn’t Mount: Why This Expert Says Microsoft’s $70 Billion Cash Cow Is Vulnerable Now

(Bloomberg) -- Over the past year, Alphabet Inc. has gone from an artificial intelligence afterthought to the one firm in the market with dominant positions in nearly every aspect of the technology. Now it’s on the brink of overtaking AI chip giant Nvidia Corp. as the largest company in the world.Most Read from BloombergTrump Wants to Make H-1B Workers More Expensive for US EmployersOnline Mob Fuels 6,000% Stock Rally in Obscure SpaceX RivalBillionaire Duke of Westminster to Sell £700 Million of

SLM Corporation is a leading provider of private education loans and banking products for students and families across the U.S.

PayPal Holdings (NasdaqGS:PYPL) has launched a new integrated payments solution with BigCommerce for U.S. merchants. The rollout includes PayPal Store Sync to connect merchant product catalogs with AI-driven shopping channels such as Microsoft Copilot and Meta. PayPal is also introducing PayPal Ads ID, a commerce-focused identity tool for ad targeting and measurement. For investors watching how payment companies respond to shifting online retail habits, this set of launches shows where...

Wall Street weighs the bottlenecks within the AI trade.

Market royalty is getting a hardware makeover.

Nebius Group recently deepened its AI push by acquiring Eigen AI for about US$643 million, securing very large multiyear AI compute contracts with Meta and Microsoft, and receiving a US$2 billion investment from Nvidia to expand its neocloud data center capacity. These moves are shifting Nebius from a pure infrastructure provider toward a higher-value AI platform model, potentially altering how it monetizes its massive contracted backlog and future capacity build-out. With Nebius’ Nvidia...

Nebius Group (NasdaqGS:NBIS) announced a $643 million acquisition of Eigen AI, adding advanced inference and optimization technology to its AI platform. The company has secured multi billion dollar, long term contracts with Meta and Microsoft tied to its AI infrastructure and platform services. Nvidia is committing a $2 billion investment into Nebius, aligning with Nebius’s shift toward a Platform as a Service model. Nebius Group, traded as NasdaqGS:NBIS, is repositioning itself from a pure...