Notícias

Anthropic’s valuation is nearing $1 trillion, an astonishing figure for a private company. The FT reports that it will raise $30 billion at a valuation of $900 billion. Less than a year ago, it raised $30 billion on a valuation of $380 billion. The numbers cannot help but drive the value of public companies that ... Anthropic Valuation Is Key For Alphabet

The Musk v. Altman trial is moving to jury deliberations as Microsoft remains named in the case.

Microsoft backed company eyes bigger compute and capital needs

Global investment in artificial intelligence (AI) technology surged to $297 billion in 2024 as enterprise adoption accelerates beyond pilot programs, according to BCC Research's recent report. The significant increase in venture funding, primarily directed towards AI-focused companies, underscores a shift in the industry towards production-scale deployment. U.S. companies dominate private AI investments, highlighting a clear technological leadership, while corporate giants such as Google,...

Hedge fund billionaire calls MSFT valuation highly compelling

Investing.com -- Pershing Square disclosed a new position in Microsoft Corp (NASDAQ:MSFT) on Friday, with billionaire investor Bill Ackman citing the recent market volatility as an opportunity to acquire what he described as a dominant franchise at an attractive valuation.

The global memory shortage is about to hit Nintendo.

NVIDIA (NASDAQ:NVDA) at $225.83 is a Buy, with shares pressing against a 52-week high of $227.84 as the AI infrastructure cycle delivers another record quarter. The question is whether a $5.49 trillion company can still meaningfully reward new money at these levels. NVIDIA designs the GPUs, networking fabric, and software stack powering roughly nine-tenths of ... Nvidia Nears 52-Week High: Is It a Buy, Sell or Hold?

FEATURE Stock futures were falling Friday amid concerns over soaring Treasury yields and a lack of progress on trade policy following the summit between President Donald Trump and China’s Xi Jinping.

Although Wall Street has spent the better part of two years lecturing investors that the AI trade is crowded, the capex bill is unpayable, and the mega-caps have run out of room to grow, Bill Ackman keeps surfacing at exactly those moments to buy. His Pershing Square just disclosed a new position in Microsoft (NASDAQ:MSFT) ... Bill Ackman Bought Google After the ChatGPT Panic (Up 300%). He Bought Amazon After Liberation Day (Up 36%). Now He’s Backing Up The Truck Again.

Ackman began building the position in February after Microsoft stock fell, calling the software giant's valuation "highly compelling"

Ackman wades into the Microsoft sell-off.

Microsoft (MSFT) stock currently trades near $410 per share, with a market capitalization of $3.0 trillion and a trailing price-to-earnings (P/E) multiple of roughly 24.3. This valuation is notably conservative compared to its three-year average multiple of 33 and its historical decade peak of 48 achieved in late 2017. While the current market price reflects a discount to historical norms, the path to a $600 share price is driven by fundamental earnings growth rather than a speculative return to

Figma (NYSE: FIG) has had one of the wildest post-IPO rides in recent memory. After debuting at $33 in July 2025, the stock soared to nearly $143 before crashing to around $20. That’s an 88% collapse from peak levels, despite the business itself continuing to grow rapidly.

President Donald Trump has been busy in the stock market. Trump disclosed purchases and sales of hundreds of millions of dollars worth of U.S. stocks in the first quarter, according to a disclosure released by the U.S. Office of Government Ethics. Trump purchased between $1 million and $5 million worth of ServiceNow Adobe Workday on Feb. 10, the disclosure revealed.

Bill Ackman announced on social media that his hedge fund Pershing Square will disclose a new position in Microsoft in a 13F filing with regulators today. Microsoft has been an outlier in the tech trade that has carried markets higher this year. "We began building our position in MSFT in February following a meaningful share price decline after the company reported its fiscal Q2 2026 results," Ackman wrote in a post on X. "We were able to establish our position at a valuation of 21 times forward earnings, broadly in line with the market multiple and well below Microsoft's trading average over the last few years."

The investor says the tech company is underpriced, and he will disclose the stake in regulatory filings later Friday.

Billionaire hedge fund manager Bill Ackman said his firm has taken a new position in Microsoft backing the company to be an artificial-intelligence winner. Ackman, who runs investment management firm Pershing Square Inc., said he had started building the position in Microsoft in February after the software giant fell in the wake of its earnings. “In our 13F which we will file later today, we will disclose a new position in Microsoft, a company we have followed for many years now offered at a highly compelling valuation,” Ackman wrote on social-media platform X on Friday.

Bill Ackman's hedge fund Pershing Square will disclose a ‌new position in Microsoft later in ‌the day, the billionaire investor said on Friday, arguing ​that the tech giant sits at a "highly compelling valuation". Ackman's new closed-end fund Pershing Square USA, which debuted on the NYSE ‌last month, has ⁠also recently made Microsoft a core holding, he said in a ⁠post on social media platform X. Pershing's bet on Microsoft comes amid Ackman's growing ​appetite for ​tech holdings.

Shares of AMD and Broadcom have produced blistering gains thanks to artificial intelligence.

Microsoft Corporation (NASDAQ:MSFT) is included among the 10 Best US Stocks to Invest in According to Billionaires. Microsoft Corporation (NASDAQ:MSFT) is engaged in developing and marketing software, services, and hardware that deliver new opportunities, greater convenience, and enhanced value to people’s lives. Financial Times reported on May 8 that Sir Christopher Hohn’s hedge fund, TCI, […]

In recent days, Microsoft appointed former EY global chairman and CEO Carmine Di Sibio to its board and saw its overhauled OpenAI partnership formalized with a reported US$38 billion cap on revenue-sharing payments, while continuing to broaden AI collaborations and infrastructure investments. These moves highlight Microsoft’s effort to balance a large, but now capped, economic exposure to OpenAI with a wider, more independent AI ecosystem spanning new startup partnerships and internal...

The UK watchdog will examine whether Microsoft has SMS in business software and whether it limits customer choice and competition.

Market concentration can amplify gains but also compound declines during a stock market sell-off.

Despite a significant new contract and expanding partnerships, Intrusion Inc (INTZ) faces revenue challenges due to government contract delays.

(Bloomberg) -- President Donald Trump’s latest financial disclosures show that he made a slew of stock and bond purchases with major American companies in the first quarter of the year totaling in the tens of millions of dollars and possibly more. Most Read from BloombergHormuz Oil Flows Creep Higher as More Supertankers ExitIran’s Kharg Island Oil Jetties Empty Again Yesterday, Satellite ShowsWhat Is The Thucydides Trap and Why Did Xi Raise It With Trump?Xi Tells US CEOs on Trump Visit That Chi

LinkedIn built its business around helping people find jobs, grow their careers, and connect with employers. Now, the Microsoft-owned professional networking platform is delivering difficult news to some of its own workers. This comes within weeks of Microsoft’s voluntary buyouts for its ...