Notícias

Microsoft's earnings report was a big win for bulls.

Investors took profits in high-flying chip stocks and rotated into beaten-down software names, while also seeking the relative safety of defensive sectors such as energy and financials.

As hyperscalers scale out distributed AI factories, high-speed optical networking infrastructure becomes a vital link that prevents high-cost GPU clusters from going idle.

Steelmaker ArcelorMittal said ‌on Monday it ‌was expanding its collaboration ​with Microsoft as part of its "Cloud First, Data ‌Centric" ⁠strategy, which uses Azure as ⁠its primary cloud computing platform. The ​company said ​it ​would integrate ‌Microsoft Fabric, Purview and Foundry to modernize its IT systems, improve cybersecurity ‌and reduce ​its ​reliance ​on legacy ‌technology. Financial terms ​of ​the deal were not disclosed.

The AI leader's sales and profits are expanding at a rapid pace.

Big Tech earnings showed AI spending faces a new test as investors weigh returns, cloud growth, and chip costs.

Reports from tech giants drove big gains and losses, while the Fed-fueled bond selloff adds to market pressures.

The IPO stock was fast-tracked into the tech index on July 7.

Owner Microsoft doesn’t release many performance details, but LinkedIn CEO Daniel Shapero said there was also double-digit member growth.

Wall Street just drove a harsh line through the artificial intelligence trade. Amazon (AMZN), Microsoft (MSFT) and Alphabet (GOOGL)added nearly $1.5 trillion in combined market value during earnings week, according to CNBC. Microsoft gained more than $600 billion, while Amazon and Alphabet each ...

Microsoft Q4 showed that its multibillion-dollar AI strategy is already paying off, and the best days may still be ahead.

Microsoft's stock still looks attractive after its recent price jump.

Microsoft Corp. used its fiscal fourth-quarter earnings call to deliver upbeat updates on Azure, Copilot and AI spending. But one of the company’s most consequential messages for investors wasn’t about cloud growth or capital expenditures — it was about the...

Investors looking to add one of these tech giants to their portfolios have an easy decision to make.

Meta Platforms reported its second-quarter earnings with one issue dominating investor attention: the soaring cost of its artificial-intelligence expansion. Meta is not alone. Amazon raised its expected 2026 capital spending to approximately $220 billion, while Microsoft expects to invest around ...

Microsoft's revenue has climbed steadily while Apple's swings wildly with the calendar — but the gap between them is narrowing.

One builds the chips; the other licenses the blueprint. Their vastly different business models and risk profiles demand different investor strategies.

Here's why Microsoft, Texas Instruments, and Broadcom look built for long-term returns.

Now could be the time for cloud computing stocks to shine.

Bill Ackman is an avid investor who can spot major value.

This isn't the first rally we've seen in Microsoft's stock this year.

UK, Australian, and Italian regulators have opened investigations into Microsoft (NasdaqGS:MSFT) regarding Microsoft 365 subscription changes and the integration of Copilot features. The probes focus on whether Microsoft clearly informed customers about product changes, Copilot rollout, and related pricing. Authorities are examining potential misleading practices and the impact on consumer rights in key international markets. Microsoft sits at the center of cloud software and productivity...

Microsoft is betting that AI-powered security tools can help organizations fight attacks faster.

Microsoft will spend more on data centers throughout fiscal 2027.

Should you buy Apple at a near-$5 trillion valuation?

Alphabet and Microsoft both crushed Q2 earnings and doubled their infrastructure bets, yet the market punished one and rewarded the other. The answer comes down to a single question neither company has fully answered yet.

(Bloomberg) -- A relentless run of uncertainty, from war to tariff fights to inflation that refuses to die, has challenged investors this year. Now they have to balance another risk: A Federal Reserve that won’t tell them what it’s thinking.Most Read from BloombergSingapore's Gated Island for the Rich Is Marred by Decayed HomesMoonshot’s Kimi Uses 20,000 Nvidia Chip Cluster From AlibabaTrump Orders Iran Attack as Soon as This Weekend, WSJ SaysIndia’s Family Offices Embrace Profit-Sharing to Attr

(Bloomberg) -- Equity investors are learning a harsh lesson this corporate earnings season: Not all artificial intelligence trades are created equal.Most Read from BloombergSingapore's Gated Island for the Rich Is Marred by Decayed HomesMoonshot’s Kimi Uses 20,000 Nvidia Chip Cluster From AlibabaTrump Orders Iran Attack as Soon as This Weekend, WSJ SaysAnthropic AI Models Hacked Three Organizations During TestsVitol, Cargill Cut Ties With Radiant World Amid Fake Invoice ConcernsWhile profits at

Galaxy has already repurposed its Helios site from Bitcoin mining to AI infrastructure, with the first 200 MW of an 800 MW deal being delivered to CoreWeave.

Investors are coming around to the idea that Big Tech spending on AI can make sense—as long as there is a cloud-computing business involved.