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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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A New Milestone Suggests Microsoft’s (MSFT) AI Ecosystem May Be Gaining Even More Traction
Insider Monkey101d agoneutral
A New Milestone Suggests Microsoft’s (MSFT) AI Ecosystem May Be Gaining Even More Traction

With an impressive upside potential of 34.02%, Microsoft Corporation (NASDAQ:MSFT) is among the 10 Tech Stocks That Could Make You a Millionaire. On May 4, CGI announced that it achieved Microsoft Copilot specialization within the Microsoft AI Cloud Partner Program, reflecting expanding ecosystem adoption of Microsoft Corporation (NASDAQ:MSFT)’s AI-driven workplace solutions. This milestone underscores the growing integration […]

Amazon Starts To Run Low On Cash
24/7 Wall St.102d agoneutral
Amazon Starts To Run Low On Cash

The question is not whether Amazon (NASDAQ: AMZN) will run low on cash. The question is how low. Some of the other mega-cap tech companies have similar problems, but only one has a deeper problem. Oracle (NASDAQ: ORCL) has raised money “off-balance-sheet’, and its financial obligations are said to be as high as $300 billion. ... Amazon Starts To Run Low On Cash

Mark Zuckerberg Just Told 8,000 Employees Their Layoffs Are a Line Item in His $145 Billion AI Bill
24/7 Wall St.102d agobearish
Mark Zuckerberg Just Told 8,000 Employees Their Layoffs Are a Line Item in His $145 Billion AI Bill

On Meta’s Q1 2026 earnings call, CFO Susan Li said the quiet part out loud. “We recently shared internally that we plan to reduce the size of our employee base in May. We believe a leaner operating model will allow us to move more quickly while also helping to offset the substantial investments we are ... Mark Zuckerberg Just Told 8,000 Employees Their Layoffs Are a Line Item in His $145 Billion AI Bill

Latest News In Cloud AI - Inriver's AI Platform Gains Microsoft Certified Software Designation
Simply Wall St.102d agoneutral
Latest News In Cloud AI - Inriver's AI Platform Gains Microsoft Certified Software Designation

Inriver has achieved Microsoft Certified Software Designation for its AI-powered Product Information Management (PIM) platform, specifically designed for Manufacturing AI. Now available in the Microsoft Marketplace, this certification allows global Microsoft customers to discover and integrate Inriver’s solutions, enhancing innovation and business transformation through seamless compatibility with Microsoft products. The platform offers manufacturers enhanced capabilities for product data...

Jim Cramer Makes Sarcastic Remark About NVIDIA (NVDA)
Insider Monkey102d agoneutral
Jim Cramer Makes Sarcastic Remark About NVIDIA (NVDA)

We recently published Jim Cramer Said Sandisk Stock Performance is Befuddling & Discussed These 17 Stocks. NVIDIA Corporation (NASDAQ:NVDA) is one of the stocks discussed by Jim Cramer. Despite its lackluster share price performance recently, AI GPU giant NVIDIA Corporation (NASDAQ:NVDA) continues to be on Jim Cramer’s radar. The stock is up by 77% over […]

What's Happening With CoreWeave Stock?
Trefis102d agoneutral
What's Happening With CoreWeave Stock?

The primary signal within CoreWeave’s (CRWV) Q1 2026 results is the transition of the company from a high-growth AI darling into a massive, capital-intensive infrastructure utility. While a $99.4 billion revenue backlog provides long-term visibility, the widening gap between contracted demand and operational delivery suggests a shift in the investment narrative from growth potential to industrial execution.

Apple’s $100 Billion Bet: Could Buying Back Stock Beat Building AI Data Centers
24/7 Wall St.102d agobullish
Apple’s $100 Billion Bet: Could Buying Back Stock Beat Building AI Data Centers

Galloway’s Defense of Apple’s Cash Choice On the latest Prof G Markets, Scott Galloway defended Apple (NASDAQ: AAPL) for authorizing a fresh $100 billion share repurchase while peers spend record sums on AI infrastructure. He framed Apple as the owner of “custody of the billion most important consumers in the world and wealthiest” and predicted ... Apple’s $100 Billion Bet: Could Buying Back Stock Beat Building AI Data Centers

Magnificent Seven Has Gained $3 Trillion in Market Value During Iran War
The Wall Street Journal102d agoneutral
Magnificent Seven Has Gained $3 Trillion in Market Value During Iran War

Here’s one way of sizing up the resurgence of the tech trade: The combined market cap of the Magnificent Seven is up $3 trillion since the start of the Iran war, according to Dow Jones Market Data. The seven tech titans—Apple, Microsoft, Alphabet, Amazon, Nvidia, Meta, and Tesla—are, for the most part, riding high on excitement over artificial intelligence.

NVIDIA (NVDA): 10 Best Stocks to Buy for the Next 15 Years
Insider Monkey102d agobullish
NVIDIA (NVDA): 10 Best Stocks to Buy for the Next 15 Years

NVIDIA Corporation (NASDAQ:NVDA) is one of the best stocks to buy for the next 15 years. On May 6, NVIDIA announced that its Multipath Reliable Connection/MRC transport protocol, a key feature of the Spectrum-X Ethernet fabric, is now open to the industry via the Open Compute Project. Developed in collaboration with industry leaders like Microsoft, […]

Microsoft (MSFT) Partners With CAISI, AISI to Advance AI Model Testing Standards
Insider Monkey102d agoneutral
Microsoft (MSFT) Partners With CAISI, AISI to Advance AI Model Testing Standards

Microsoft Corporation (NASDAQ:MSFT) is one of the best stocks to buy for the next 15 years. On May 5, Microsoft partnered with the Center for AI Standards and Innovation/CAISI in the US and the AI Security Institute/AISI in the UK to advance frontier model testing. This collaboration combines government national security expertise with Microsoft’s global […]

Adeia (ADEA) Is Down 13.9% After Strong Q1 Results And CEO Transition Plan News – Has The Bull Case Changed?
Simply Wall St.102d agoneutral
Adeia (ADEA) Is Down 13.9% After Strong Q1 Results And CEO Transition Plan News – Has The Bull Case Changed?

Adeia Inc. recently reported past first-quarter 2026 results showing sales of US$104.77 million and net income of US$22.77 million, while also declaring a US$0.05 per-share dividend and completing a US$10 million share repurchase tranche. On the same day, the company disclosed that long-time CEO Paul E. Davis plans to step down by late 2026, even as Adeia secured new multi-year IP licensing agreements with major partners such as AMD, Microsoft and L’Oréal and reaffirmed its full-year 2026...