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Apenas manchetes de alto sinal - eventos macro, resultados, M&A, regulatório. Listicles e clickbait de analistas filtrados por padrão. Atualizado a cada hora.

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Here’s What JPMorgan Thinks About Microsoft (MSFT) and Chevron’s 20-Year Agreement
Insider Monkey49d agoneutral
Here’s What JPMorgan Thinks About Microsoft (MSFT) and Chevron’s 20-Year Agreement

Microsoft Corporation (NASDAQ:MSFT) is one of the best trending AI stocks to watch in 2026. Following Microsoft Corporation (NASDAQ:MSFT) and Chevron’s signing of a 20-year agreement to supply natural-gas- fired power to a data-center campus in West Texas, JPMorgan stated that it considers the offtake as durable and believes “the most compelling element of the […]

Cloudflare (NET) Announces New Initiative With Major Web Browsers
Insider Monkey49d agoneutral
Cloudflare (NET) Announces New Initiative With Major Web Browsers

Cloudflare, Inc. (NYSE:NET) is one of the best trending AI stocks to watch in 2026. Cloudflare, Inc. (NYSE:NET) announced on June 22 a new initiative with major Web browsers, including Google Chrome, Mozilla Firefox, and Microsoft Edge, focused on developing and submitting for “standardization a privacy-preserving protocol to help humans and bots prove that their […]

EU Targets Microsoft (MSFT) and Amazon Cloud Units for Big Tech “Gatekeeper” Rules, Reuters Reports
Insider Monkey49d agoneutral
EU Targets Microsoft (MSFT) and Amazon Cloud Units for Big Tech “Gatekeeper” Rules, Reuters Reports

Microsoft Corporation (NASDAQ:MSFT) is one of the safe stocks for beginners to buy in 2026. Reuters reported on June 25 that, according to EU antitrust regulators, Amazon and Microsoft Corporation’s (NASDAQ:MSFT) cloud computing services should be designated as “gatekeepers” under landmark tech rules. This step would subject them to strict obligations aimed at curbing market […]

Commvault Systems (CVLT) Is Up 7.7% After Native Azure AI Cyber Resilience Deal - What's Changed
Simply Wall St.49d agoneutral
Commvault Systems (CVLT) Is Up 7.7% After Native Azure AI Cyber Resilience Deal - What's Changed

In late June 2026, Commvault announced a multiyear partnership with Microsoft to make its AI-driven cyber resilience technologies available as a native ISV service on Microsoft Azure, enabling enterprises to deploy, procure, and manage Commvault Cloud directly within the Azure platform. This move embeds Commvault more deeply into a very large cloud ecosystem, potentially accelerating adoption of its subscription-based resilience offerings across highly regulated industries seeking secure AI...

Michael Burry doubles down on beaten-down China tech
TheStreet49d agobullish
Michael Burry doubles down on beaten-down China tech

The man who predicted the 2008 housing crash is making another contrarian call, and this time his sights are set on China. Hedge fund manager Michael Burry, who became famous after the film "The Big Short" chronicled his bet against subprime mortgages, revealed on Thursday, June 25, that he added ...

Michael Burry Just Bet Big Microsoft Will More Than Double by 2028
24/7 Wall St.49d agoneutral
Michael Burry Just Bet Big Microsoft Will More Than Double by 2028

Artificial intelligence has turned the stock market into a contest over who will own the infrastructure powering the next decade of computing. Investors have poured hundreds of billions of dollars into AI leaders, pushing many technology stocks to lofty valuations. Yet even after Microsoft‘s (NASDAQ:MSFT) stock climbed over the past several years, it’s fallen hard ... Michael Burry Just Bet Big Microsoft Will More Than Double by 2028

Caterpillar (CAT) Joins Russell Top 50 As AI Power Backlog Draws Investor Focus
Simply Wall St.49d agobearish
Caterpillar (CAT) Joins Russell Top 50 As AI Power Backlog Draws Investor Focus

Caterpillar (NYSE:CAT) has been added to the Russell Top 50 Index, reflecting its inclusion among some of the largest U.S. companies by market value. The move comes as Caterpillar reports a record order backlog tied to AI data center power generation projects. The company supplies engines and turbines for large scale infrastructure efforts, including the Chevron Microsoft power initiative for AI data centers. Caterpillar sits at an intersection of heavy equipment manufacturing and large...

Bloomberg49d agoneutral
AI’s Energy Crunch Has Investors Searching for Next IPO Winners

(Bloomberg) -- The artificial intelligence boom has a power problem, and Wall Street is betting billions on companies that promise to solve it — even if some of the technology hasn’t been fully developed yet. Most Read from BloombergLutnick Delayed Canada Bridge Debut to Seek Bigger Cut of Toll RevenueIndonesia Opens Door to Dirty Money to Fund Prabowo’s PlansOman Tells Allies Ships Going Through Hormuz May Have to PayApple Shares Sink After Price Hikes Hit iPads and MacsAn Analyst’s Missed Rema

Investing.com49d agoneutral
How did the hyperscalers do in 1Q26?

Investing.com -- Bernstein said Google Cloud has emerged as the leading AI cloud platform after a strong first quarter, with accelerating cloud growth and rising profitability helping it pull ahead of rivals in incremental cloud revenue despite continued heavy spending on AI infrastructure.

Wedbush spots clear investor opportunities in tech stocks
TheStreet50d agoneutral
Wedbush spots clear investor opportunities in tech stocks

Dan Ives of Wedbush Securities has a specific name for what is happening to tech stocks right now. In a note published June 26, he called it a "Twilight Zone market," Seeking Alpha reported, and the phrase is more specific than it sounds. Microsoft (MSFT), Nvidia (NVDA), Meta Platforms (META), and ...

Adobe (ADBE) Buys Topaz Labs As It Expands Agentic AI Partnerships
Simply Wall St.50d agobullish
Adobe (ADBE) Buys Topaz Labs As It Expands Agentic AI Partnerships

Adobe (NasdaqGS:ADBE) has entered a definitive agreement to acquire Topaz Labs, a specialist in AI-based image and video enhancement tools. The company is extending its Firefly and Creative Cloud AI features while pursuing deeper partnerships with Accenture, Omnicom, WPP, Microsoft, and Anthropic. These moves are aimed at expanding agentic AI use cases for creative, marketing, and enterprise customers. For investors watching how AI is reshaping creative workflows, Adobe is positioning its...

Microsoft Has Fallen 25% This Year: What Could Push MSFT Back to $500?
24/7 Wall St.50d agobearish
Microsoft Has Fallen 25% This Year: What Could Push MSFT Back to $500?

Microsoft (NASDAQ:MSFT) stock is rebounding sharply Friday afternoon, with shares up 5% to $371 as the broader memory and semiconductor tape stabilizes. The bounce offers a rare bright spot in what has been a punishing stretch for one of the market’s most widely held names. The recovery comes against a brutal backdrop as MSFT stock ... Microsoft Has Fallen 25% This Year: What Could Push MSFT Back to $500?

VOO Became the First ETF to Hit $1 Trillion, but Nearly 40% of It Is Now Tech
24/7 Wall St.50d agoneutral
VOO Became the First ETF to Hit $1 Trillion, but Nearly 40% of It Is Now Tech

The Vanguard S&P 500 ETF (NYSEARCA:VOO) just became the first exchange-traded fund in history to cross one trillion dollars in assets, a milestone State Street had penciled in as one of its headline 2026 predictions. The interesting part is what investors think they own when they buy VOO versus what is actually sitting inside the ... VOO Became the First ETF to Hit $1 Trillion, but Nearly 40% of It Is Now Tech

A VC Says the ‘All Your Eggs in the AI Basket’ Trade Is Finally Cracking — Here’s Where the Money Goes Next
24/7 Wall St.50d agoneutral
A VC Says the ‘All Your Eggs in the AI Basket’ Trade Is Finally Cracking — Here’s Where the Money Goes Next

Sarah Kunst of Cleo Capital went on CNBC Friday morning and said what a lot of portfolio managers have been muttering to themselves all week. “People are wondering if putting all of their eggs into the AI, a sort of high growth hyperscaler basket, was maybe not the best idea over the past couple of ... A VC Says the ‘All Your Eggs in the AI Basket’ Trade Is Finally Cracking — Here’s Where the Money Goes Next

What They Aren’t Telling You About GPIQ’s “Safe” Tech-Income Strategy
24/7 Wall St.50d agoneutral
What They Aren’t Telling You About GPIQ’s “Safe” Tech-Income Strategy

GPIQ has paid a monthly distribution every month since late 2023, with the June 2026 check landing at $0.52 per share. That headline yield, sitting somewhere near 10%, is why the Goldman Sachs Nasdaq-100 Premium Income ETF (NASDAQ:GPIQ) pulled in $2.12 billion of new money in 2025 alone, ballooning to roughly $2.21 billion in assets ... What They Aren’t Telling You About GPIQ’s “Safe” Tech-Income Strategy

Microsoft (MSFT) Stock After Recent Slide Is The Current Valuation An Opportunity?
Simply Wall St.50d agoneutral
Microsoft (MSFT) Stock After Recent Slide Is The Current Valuation An Opportunity?

How Recent Moves Shape Microsoft’s Valuation Story Recent months have given investors plenty of reasons to recheck what they think Microsoft is worth, especially if you are asking whether the current share price lines up with the company’s underlying fundamentals. Microsoft’s share price closed at US$352.83, with the stock down 7.0% over the past week, 15.2% over the past month, and 25.4% year to date, while still showing gains over the last 3 and 5 years at 7.8% and 35.4%...

Investing.com50d agoneutral
Trump threatens 100% tariff on goods from nations with digital tax

Investing.com -- President Donald Trump said on Friday that the United States will impose a 100% tariff on all imports from countries that levy digital services taxes on American companies, escalating tensions over taxation of U.S. technology firms. In a post on Truth Social, Trump said several European countries are considering digital services taxes and warned that any nation adopting such measures would face immediate 100% tariffs on all goods exported to the United States, and adding that th