Notícias

Microsoft (NASDAQ:MSFT) and Alphabet (NASDAQ:GOOG) both reported earnings on April 29, 2026. Microsoft leaned on enterprise cloud and Copilot seats. Alphabet leaned on Search resilience and a hyper-growing cloud unit. Both beat estimates. Both are spending unprecedented sums on AI infrastructure. The market has punished both anyway. Azure Heats Up. Google Cloud Runs Even Hotter. ... Microsoft vs Alphabet: One Bets on OpenAI While The Other Controls Its Own AI Destiny. This Is The Better Buy Toda

In recent weeks, partners such as Tech Mahindra, FPT, Chevron, Morningstar, PitchBook and ICON have announced expanded collaborations with Microsoft that embed Azure, Copilot and other cloud-AI services into telecom networks, clinical trials, financial workflows and hyperscale data centers. At the same time, mounting regulatory scrutiny in Europe, higher hardware costs, and Xbox price rises underline how Microsoft’s AI push is reshaping everything from compliance risks to consumer pricing...

Zoom Communications' (ZM) tiered artificial intelligence strategy could drive higher customer spendi

Ives said he expects the Magnificent Seven stocks to significantly outperform in the second half of the year.

Micron told Barron’s that purchasing decisions made by large customers in 2023 are partly to blame for the current shortage of memory chips.

(Bloomberg) -- Retail investors’ activity in the technology stocks known as the “Magnificent Seven” hit a four-year low in recent days after having been muted for months, according to Citigroup Inc. equity strategists.Most Read from BloombergSpaceX IPO Left Mirae With No Shares on MisunderstandingYen Hits Four-Decade Low in Historic Slide That’s Rattled JapanWhatsApp Opens Username Reservations to 3 Billion UsersTrump’s U-Turn on Iran Sanctions Would Unravel Decades of CurbsIran Ratchets Up Talk

MSFT expands its security ecosystem with new partnerships and AI tools as cloud growth and bundled offerings boost security's role in future revenues.

A country-by-country EU reporting requirement forces companies to offer additional public tax details.

As US stocks (^DJI, ^IXIC, ^GSPC) tick up in Tuesday's session — the last trading day of 2026's first half — investors' eyes are on the segments of Big Tech that have underperformed thus far. Portfolio Wealth Advisors president and CIO Lee Munson and Yahoo Finance Tech Editor Dan Howley outline what investors have been seeing from Big Tech stocks, especially as memory chips begin to dominate the AI trade.

Microsoft's steepest monthly drop since 2000 has investors eyeing tech ETFs as a diversified way to gain AI exposure while limiting single-stock risk.

LONDON, June 30 (Reuters) - Britain said on Tuesday it could intervene in Paramount Skydance Corp's proposed takeover of Warner Bros Discovery, potentially holding up the $110 billion deal after the U. and China gave it ‌the green light.

18% That's how much Microsoft shares have fallen this month as investors retreat from Mag 7 stocks. It's put the tech behemoth on track for its worst month since December 2000, when stocks were in the midst of the dot-com bubble burst.

Microsoft (NASDAQ:MSFT) has been brutalized in 2026, down 26.72% year to date and 7% in the past week alone, even as fundamentals accelerate. With shares at $352.83 heading into the final trading days of June 2026, the question is whether this is capitulation or the start of something worse. Our model says capitulation, and the ... Despite Dropping 26% This Year, Microsoft is a No-Brainer Buy

Investor sentiment shifts toward infrastructure costsThe so-called “Magnificent Seven” technology stocks have collectively lost around $2. 3 trillion in market value during June as investors reassessed the scale of artificial intelligence infrastructure spending by the sector’s largest companies.

There has been a great deal of discussion about whether the stock market will eventually start to sell off the Magnificent Seven. In June, as a group, their market cap dropped $2.3 trillion. Of course, the drop is uneven, but given how important they are to the market’s incredibly long rally, it is a warning ... Magnificent Seven Value Drops $2.3 Trillion In June

Micron, FormFactor, Texas Instruments and Taiwan Semiconductor are positioned to benefit as AI capex fuels demand for chips, memory and testing.

Recent research by Skyhawk Security highlights a significant security concern within cloud AI environments, demonstrating how their AI Autonomous Attack Simulation was able to take control of a company's AWS organization in mere seconds. The simulation revealed a critical cloud security blind spot where a chain of legitimate configurations can be exploited to gain full organizational control, challenging traditional security measures. Despite the target company adhering to best practices in...

Investing.com -- The "Magnificent 7" group of technology companies lost approximately $2.3 trillion in market value this month as investors increased scrutiny of large infrastructure spending by these firms.

If the Dow’s ascent to 52,000 were a World Cup match, then Alphabet involvement was akin to a soccer player being substituted on in the final moments and scoring the fourth goal in a 4-0 win. After a stellar debut, Alphabet will be an important part of the squad moving forward. Its inclusion means the Dow now contains five of the so-called Magnificent Seven—alongside Microsoft Amazon Apple and Nvidia That inevitably raises questions about whether the index is becoming too tech-heavy.

Uber, Stellantis and Nissan partnerships add momentum.

The tech group is down 10% this month as investors grow impatient waiting for returns on hundreds of billions in AI infrastructure spending

My buy order on Microsoft (NASDAQ:MSFT) has fired five times this year, and the sixth sits queued for Monday morning. The stock is down. The headlines are nervous. I keep adding, and I am writing this to explain exactly why. What pulls me back is simple. Microsoft sits at the center of the agentic computing ... This Stock Will Dominate The Second Half of 2026

This ETF provides investors with a way to stay invested in the Nasdaq-100 while reducing high-concentration risk.

Microsoft Corporation (NASDAQ:MSFT) is one of the 14 AI Stocks Making Moves on Wall Street: Nvidia, Micron, and More. On June 26, Deutsche Bank reiterated the stock as “Buy,” noting that the stock is underappreciated. We are planting our flag and affirming that current AI businesses across the cloud providers we cover are indeed value […]

Trade tensions appeared to cool after the U.S. and European Union reached a trade agreement capping most EU exports to the U.S. with a 15% tariff ceiling. For investors, that looked like a welcome step toward greater certainty after months of tariff negotiations. Yet trade policy rarely stays settled for long. President Trump has now ... Trump Threatens 100% Tariffs Over Digital Taxes. These 5 Tech Stocks Are Most at Risk

Tech stocks posted their strongest first half of the year since 2023, when the AI boom first drove equities higher.

Tech stocks are set to notch their strongest first half of the year since 2023, when the AI boom first drove equities higher.

Among Nvidia, Apple, Alphabet, Microsoft, Amazon, Taiwan Semi, SpaceX, Broadcom, Tesla, Meta, Micron, Eli Lilly, and Berkshire Hathaway, there are a handful of bargains and pretenders.

(Bloomberg) -- Chip stocks are heading for their best quarter ever, extending an extraordinary start to the year driven by insatiable demand for artificial intelligence equipment. But after recent jitters sent the stocks tumbling, investors are wondering how much further the rally can go. Most Read from BloombergYen Hits Four-Decade Low in Historic Slide That’s Rattled JapanTrump’s U-Turn on Iran Sanctions Would Unravel Decades of CurbsWhatsApp Opens Username Reservations to 3 Billion UsersUS St

U.S. stocks were headed for modest gains early Tuesday as markets look to close out the first half of the year on a positive note. Dow Jones Industrial Average futures were up 60 points, or 0.1%. S&P 500 futures were rising 0.