Notícias

MSFT's AI data center push is driving strong cloud growth, but soaring capex is testing margins, cash flow and the durability of returns.

Taiwan Semiconductor and Broadcom are expecting strong growth.

Big Tech is about to spend $725 billion on AI infrastructure in 2026 alone — Amazon (NASDAQ:AMZN), Alphabet (NASDAQ:GOOG), Microsoft (NASDAQ:MSFT), and Meta Platforms (NASDAQ:META) combined, up 77% from $410 billion just last year. That kind of spending has become the defining feature of this market cycle, and most bubble warnings focus on the usual ... IBM’s CEO Just Did the Math on AI Spending — and the Numbers Don’t Add Up

Everpure stock jumped following news that the data storage company has landed its second "design win" with a cloud giant.

Microsoft is telling its employees to cut back on excessive AI use, known as "tokenmaxxing."

Investing.com -- Mizuho TMT specialist Jordan Klein is making Microsoft his top software long into year-end, citing the potential for Azure to surpass 50% growth as additional capacity comes online.

The quarter that repriced the stock was made overwhelmingly at home, and the segment lines say so.

The bulls are back in control of Microsoft stock.

Nvidia and major Wall Street firms are targeting more than $500 billion for AI infrastructure.

Microsoft just posted a quarter that sent the stock surging more than 30% in a month, but a blowout earnings report and a great business are not the same thing as a great entry point right now.

Could Microsoft finally become the Buffett-style stock Berkshire buys in the Abel era? Here's why the tech giant may fit the Berkshire playbook better than ever.

Novo Nordisk has entered a strategic partnership with Amazon Web Services (AWS) to enhance drug discovery using artificial intelligence and cloud technologies. This collaboration includes establishing a co-innovation hub in London, which brings together AWS engineers, AI specialists, and Novo Nordisk's research and development teams to streamline the process of bringing new medicines to market. As part of this agreement, AWS becomes Novo Nordisk's preferred cloud provider and strategic AI...

S&P 500 Gets a Major Boost as JPMorgan Raises 2026 Target to 8,000

Bernstein Raises Microsoft Price Target to $660, Pushes Back on AI Spending Fears

Three businesses have quietly turned patient shareholders into millionaires over multiple decades, and the competitive moats that drove those returns are facing their biggest tests yet in 2026.

Anthropic’s $965 billion IPO path rests on the aggressive, multi-layered industrialization of compute. The company has transformed access from a variable cost into a structural moat by diversifying hardware and energy supply across three continents through seven distinct funding mechanisms — effectively decoupling its growth from the supply-chain bottlenecks that throttle competitors tethered to single-cloud […]

Every hyperscaler on the planet just committed to a spending spree that funnels through one chokepoint, and the Aug. 26 earnings report will either validate the conviction or expose the cracks in it.

Tech giants are pouring hundreds of billions into AI infrastructure, but a Barclays economist is pointing to a decades-old cautionary tale that suggests the productivity payoff could be further away than Wall Street expects.

Cloud computing is a major beneficiary of AI spending.

Your 401(k) assets could be fueling the AI boom that could cost you your job. Here’s how you can protect yourself.

Artificial intelligence has been a major tailwind for this budding cloud company.

(Bloomberg) -- CoreWeave Inc. shares have been on a roll lately after a monthslong slump. Now, the neocloud provider’s earnings after the close Tuesday can give investors a sense of whether the rally is sustainable. Most Read from BloombergChina Unleashes $28 Trillion Capital Markets to Challenge US in AINvidia Taps Wall Street for $500 Billion Funding CommitmentTrump Makes Sweeping New Demands on Iran as Deal Hopes DimStocks Churn as Hormuz Standoff Spurs Rally in Oil: Markets WrapIran Shakes U

For those seeking a pick-and-shovel approach to the AI wave, here's a guide to utilities, grid hardware, cooling firms, and refinery stocks.

CoreWeave earnings are expected to show another quarter of triple-digit sales growth as the AI cloud company spends billions on data centers and inches toward profitability.

When a caller asked about IREN Limited (NASDAQ:IREN) during the lightning round of the August 6 episode of Mad Money, Jim Cramer remarked, “If you like IREN… you got to go buy CoreWeave. CoreWeave is cheaper and better, okay?” Capital Models and Historical Commentary Examining past Mad Money commentary clarifies how these strategies evolved. On […]

The company behind your office computer is offering a cash yield that dwarfs the market average, but investors are hesitating. Here’s the math, the machine, and the reason for the discount.

Management set a higher bar for profits, and the stock has already jumped, but the real story is how much faster the bottom line is guided to grow than the top line.

Salesforce stock has fallen to a price floor that has launched powerful rallies before, forcing investors to decide if the company's booming AI business can overcome its current challenges.

Microsoft showered investors with one of the largest cash returns on the market, but the real story is what that spending says about the tech giant's future.

Stronger earnings and improving AI returns persuaded JPMorgan strategists to raise their market forecast despite persistent valuation and geopolitical risks.