Notícias

AvePoint (NasdaqGS: AVPT) introduced Kinetic Classification, a new data sensitivity and recovery solution for Microsoft 365, Google Workspace, and other business apps. The product uses AI to continuously assess data sensitivity and adjust protection policies across connected cloud services. Kinetic Classification integrates automated recovery tools aimed at improving incident response for security and data governance teams. For investors tracking how AI is reshaping core enterprise...

Microsoft's dividend yield is the highest among the Magnificent 7 companies. Reasonable valuations and strong momentum in AI monetization make MSFT stock a buy despite the sharp rally from its 2026 lows.

Microsoft's business is firing on all cylinders, yet its stock has lagged its peers. The market is either seeing a problem ahead or offering a rare opportunity.

The market has punished this software giant’s stock as if its business model were cracking, yet its financial engine continues to run with remarkable efficiency.

Over the past two weeks, Microsoft reported strong quarterly results, continued heavy AI and data‑center investment, and advanced its custom Maia AI chips and sovereign cloud offerings, while also facing new regulatory scrutiny over Microsoft 365 Copilot-related subscription changes in the UK, Australia, and Italy. Together with a wave of partners embedding Microsoft 365 Copilot and Azure capabilities into their own products, these developments underline how deeply Microsoft’s AI and cloud...

Beyond the familiar retail storefront, a massive custom silicon operation is quietly compounding. This internal chips business now has an annual revenue run rate of over twenty-five billion dollars. The company's AI services have also crossed this threshold, creating two new growth engines inside the larger machine.

Microsoft Corporation (NASDAQ:MSFT) added nearly $450 billion in market value on Thursday, the largest single-day gain for any U.S. company ever, after its earnings convinced investors its AI spending is starting to pay off. The stock surged as much as 16%, lifting Microsoft’s market cap to $3.35 trillion and beating Nvidia’s previous record one-day gain […]

Mounting order book of $104 billion shows strong demand for cloud computing despite infrastructure challenges and AI-bubble fears.

Microsoft Corporation (NASDAQ:MSFT) had one of the best stretches in its history, rising roughly 25% over three trading days after blowout earnings, including a record $450 billion single-day market cap gain. On Monday night (August 3, 2026), Palantir Technologies Inc. (NASDAQ:PLTR) launched its comeback with strong quarterly results, driving its stock up as much as […]

CoreWeave (CRWV) reported better-than-expected second-quarter results as revenue more than doubled y

Microsoft New AI Chip May Create a Fresh Threat to Nvidia

The tender offer values the ChatGPT maker at $852 billion as expectations for an IPO shift further into 2027.

Microsoft's expanding Maia program could lower inference costs while reducing its reliance on externally supplied accelerators.

The advertising line management once pointed to for AI money has been speeding up, not slowing down.

C3.ai burns cash and relies on a handful of customers, while Salesforce generates billions in profit with a fortress balance sheet.

Mizuho Turns to Microsoft as Top Software Bet Despite Growing Rally Concerns

A massive liquidity move could give OpenAI more time

The options market prices a very wide band for the year ahead, while charging only the ordinary premium for it.

OpenAI COO Brad Lightcap, announced that he is departing the artificial intelligence company to "start something new." Lightcap announced his departure in a post on X, sharing the memo he sent to the OpenAI team. "Team, it is bittersweet to...

AvePoint (NASDAQ:AVPT) is positioning its cloud data management, governance and security platform as an “AI trust layer” for enterprises as organizations seek to control the risks, costs and data-access issues associated with artificial intelligence deployments. Speaking at Oppenheimer’s 29th Annua

Three household names are days away from their ex-dividend dates, and missing the cutoff by even one session means that specific cash payment goes to someone else. The clock is running on MSFT, AMGN, and MAR.

Microsoft's next silicon push could create an unexpected beneficiary

Palo Alto Networks had described the AI attack problem, raised its long-term target and bought an observability platform before the stock repriced.

Data center power needs are driving record gas turbine orders. GE Vernova and Caterpillar are among the leaders.

Jensen Huang just unveiled a financing framework that sent the three biggest cloud companies into the red, and the reason why reveals a seismic shift in who controls the future of AI infrastructure.

NEW YORK, Aug 11 (Reuters) - Larger-than-usual post-earnings stock swings by AI and hyperscaler companies this earnings season have upended a historical pattern in which smaller companies' results

Oracle just posted numbers that sent its backlog into record territory, yet the stock sits near a 52-week low. Whether that gap represents a generational buying opportunity or a debt-fueled trap depends on one question the market has not yet answered.

Microsoft is reportedly seeking capacity for more than 300,000 chips in 2027.

The Information reported that Nvidia is developing Nemotron 4, which could exceed 1 trillion parameters.

SpaceX's earnings beat, easing rate-hike odds and strong tech results point to a backdrop that could support further market gains.