Notícias

Rackspace Technology (NasdaqGS:RXT) appoints Pranav Nambiar as Senior Vice President and General Manager to lead its AI Infrastructure business. Nambiar brings experience from roles at AWS, DigitalOcean, Google, and Microsoft focused on cloud and AI platforms. The hire signals Rackspace Technology's push into sovereign and compliant AI offerings for enterprise clients. The move comes as demand grows for governed AI environments that meet regulatory and data residency requirements. For...

(Bloomberg) -- When BlackRock Inc. sought to raise billions in debt financing for a Meta Platforms Inc. data center, there was one type of investor the asset management giant wanted to avoid: those looking for a quick profit.Most Read from BloombergOpenAI’s New Device Will Be Hockey Puck-Sized and Cost Over $300Iran Wants to Bar US, Israeli Ships From Hormuz in Peace AccordIran Says Agreement on Hormuz Shipping Reached With OmanTrump Administration Considers Order on Autism and VaccinesIshbia’s

Alphabet is borrowing at a historic pace — and it isn't alone.

Amazon just raised its artificial intelligence (AI) budget to $220 billion, up from a prior estimate of $200 billion.

Microsoft spends billions building its own AI models every year. Internally, though, the company just told its own developers to reach for someone else's technology first. The instruction came from deep inside Microsoft's engineering organization, and it says as much about the economics of AI ...

Cloud companies’ capex would run at roughly 3% of the U.S. GDP every year from 2027 to 2029, up from 0.3% of GDP in 2019 and 1.4% in 2025, according to a top economist.

Microsoft just reported a blockbuster quarter with Azure crossing milestones few saw coming, yet the stock sits flat on the year and prediction markets give it a coin-flip chance of holding $500 through the week. Here is what the numbers reveal about who is right.

<p>Where to invest in AI in 2026? Experts from J.P. Morgan, Pictet & Chantico break down AI stocks, ETFs, capex trends, and portfolio strategies for advisors.</p>

Five9 (NASDAQ:FIVN) reported second-quarter 2026 revenue of $312 million, up 10% from a year earlier and above the high end of its guidance range, as accelerating artificial intelligence revenue helped drive subscription growth. Subscription revenue rose 14% year over year, marking a third consecut

High expectations leave little room for disappointment.

Utility companies are increasingly benefiting from the AI data center boom, and here is my favorite way to gain exposure to this investment theme.

Owning these shares means signing up for significant price swings, with option pricing reflecting typical levels of market uncertainty.

On July 30, Microsoft Corporation (NASDAQ:MSFT) delivered the single biggest one-day gain any company has ever recorded. Shares jumped more than 15% after the company forecast stronger-than-expected cloud growth and reaffirmed heavy cash generation into its new fiscal year. The move added nearly $450 billion in market value in a single session, pushing the market […]

Microsoft's revenue has grown every quarter in the past two years, while ADP swings between peaks and troughs -- a divergence that reveals starkly different business models.

Microsoft booked $24.1 billion tied to OpenAI, a company that still hasn’t turned a profit and just delayed going public.

Microsoft (NASDAQ:MSFT) just planted a flag in one of AI’s most consequential new battlegrounds. On Monday, the company introduced MAI-Cyber-1-Flash, its first cybersecurity-specific model, built into MDASH, the multi-agent system Microsoft already uses to hunt down and patch software vulnerabilities. Paired with GPT-5.4, the combination scored 96% on CyberGym, the industry’s leading vulnerability-detection benchmark, topping […]

Microsoft opened its largest Indian data-center region in Hyderabad.

Tech stocks were mixed late Thursday afternoon with the State Street Technology Select Sector SPDR E

Investors may have renewed confidence in Microsoft's (MSFT) AI strategy on the tech giant's reported growth in its Azure Cloud and Copilot businesses. Yahoo Finance Tech Editor Dan Howley dives into the details.

Yahoo Finance Markets and Data Editor Jared Blikre joins Market Domination to discuss Alphabet (GOOGL, GOOG) following the tech giant's $25 billion debt raise, the latest move in the hyperscalers' AI infrastructure spending race.

During August 3’s episode of CNBC’s Mad Money, host Jim Cramer spotlighted Microsoft Corporation (NASDAQ:MSFT) as July’s eighth-best performer in the S&P 500. After lagging broader tech indices for much of the year, Microsoft posted a massive 24.6% monthly gain, driven by a post-earnings surge: Eighth place, Microsoft, up 24.6%, with most of that gain […]

A modest earnings premium sits on top of one exceptional margin, and the AI build-out is now pressing on that margin.

Alphabet launched a 10-part bond offering after raising its 2026 capital spending forecast to fund AI infrastructure and other corporate needs.

Amazon (NASDAQ:AMZN) crossed a market value of $3 trillion for the first time on August 3, with shares jumping 5% to a record $285.01. The stock is up more than 23% this year, and it took just over two years to add that latest trillion after Amazon first closed above $2 trillion in June 2024. […]

A single ETF charging roughly four cents per $100 turned a modest investment into a small fortune over a decade, and the fee structure is the part of the story most investors never think to examine.

(Bloomberg) -- Nscale is telling prospective investors it has about $51 billion of total contracted revenue ahead of a US initial public offering that could take place as soon as in September, according to people familiar with the matter.Most Read from BloombergIran Says Agreement on Hormuz Shipping Reached With OmanGoogle AI Veterans Depart During Seismic Leadership ShiftWhy Do Data Centers Use So Much Fresh Water?Microsoft’s AI Sales Mostly Come From OpenAI, Disclosures ShowOpenAI Models Joine

Arm Holdings has already traded near $450 this year, then lost nearly a quarter of its value in a month. Now Wall Street analysts are split on whether the AI compute giant can claw back those highs or if the real trouble is just beginning.

Microsoft and Broadcom are both winning the AI trade, but they are winning it in completely different ways, and betting on the wrong one right now carries very different risks.

The timing raises new questions about Xbox's turnaround

Microsoft stock is bouncing back after a year in the doldrums.