Notícias
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Adyen, the Dutch firm that handles payments for Spotify and Microsoft, raised its annual revenue growth forecast on Thursday as it continued to win more customers and invest in its payments technology. Adyen now expects net revenue to grow between 21% and 23% in 2026, compared with a previous range of 20% to 22%. Half-year adjusted core earnings reached €641.5 million, against analysts' estimate of €647.2 million, reflecting higher costs from its recent acquisitions.
Nvidia (NVDA) sold its most valuable chips to the world’s biggest tech businesses in the AI boom. What is disconcerting is that some of those same consumers now are paying big to establish alternatives. Microsoft (MSFT) might be poised to demonstrate just how serious that threat has gotten. The ...
Blackbaud (NasdaqGS: BLKB) has integrated Microsoft 365 Copilot with Raiser's Edge NXT, bringing AI-driven fundraising insights directly into Microsoft 365 tools. The integration is designed to surface real-time donor and campaign intelligence inside familiar workflows for fundraising professionals. Blackbaud positions the move as part of its focus on secure, workflow-native AI tailored specifically to nonprofit organizations. AI moving deeper into everyday productivity tools is a wider...
Most tech workers who max their 401(k) think they have hit the ceiling, but a quiet provision in the tax code opens a second contribution window that their employer may already support without telling them.
Several members of the group, including Microsoft (MSFT) and Apple (AAPL), posted solid results overall, though the post-earnings reaction was much stronger for MSFT.
<body><p>STORY: Mussio also noted that "investors are right to concern themselves" with companies' capital expenditures on AI buildout.</p><p>"The market is rewarding those businesses that can finance the CapEx still within the guise of their cash flow from operations," Mussio said. "It's the businesses that are then using all of that cash flow, and then borrowing in the market on the debt side, those are the companies that have a much more difficult time. So Microsoft, Amazon, okay. Meta, a little less okay.... Oracle, even less so, less so ok."</p></body>
Elon Musk just declared his latest AI model objectively number one in intelligence, speed, and cost, and the timing could not be worse for two companies that Microsoft is betting billions on.
Shares of leading designer of graphics chips Nvidia (NASDAQ:NVDA) fell 2.1% in the afternoon session after investors grew concerned about a massive $500 billion financing plan for AI infrastructure and rising competition from major customers.
Its capital spending has multiplied as a share of revenue while its free-cash-flow margin has thinned, which changes what a holder is underwriting.
Norway’s wealth fund reported another record profit, revealing large stakes in SpaceX, U.S. equities, and Asian stocks.
Microsoft, TSMC, and AMD each own a different layer of the AI stack, but owning all three at current prices is not the same trade. One name is running years ahead of the deliverables that would justify it.
In today's Chart of the Day, Yahoo Finance Markets & Data Editor Jared Blikre breaks down the tech market’s latest reset, why valuations are becoming more attractive even as earnings remain strong, and what it could mean for the broader bull market heading into the end of the year.
Apple just posted a blowout quarter and the stock has been bleeding ever since, leaving investors to wonder whether a bold Wall Street outlier sees something the rest of the market is missing.
AMZN's $220B 2026 capex plan reflects surging AI demand, but rising costs raise the stakes as cloud growth accelerates.
On August 4, Reuters reported that Microsoft Corporation (NASDAQ:MSFT), Meta Platforms, Inc. (NASDAQ:META), Oracle, Amazon, and Alphabet have together committed roughly $1.09 trillion in future lease payments for facilities that haven’t even opened yet, mostly AI data centers. Microsoft’s own pipeline is the largest of the group, at $329.1 billion. Why This Bill Doesn’t Show […]
On August 3, 2026, Reuters reported that Steelmaker ArcelorMittal S.A. (NYSE:MT) is expanding its partnership with Microsoft Corporation (NASDAQ:MSFT). It is adding Microsoft Fabric, Purview, and Foundry to its Azure-based “Cloud First, Data Centric” strategy, aiming to modernize its IT systems and embed AI across its global operations. Financial terms of the deal were not […]
CRWV's record revenue, $104.2 billion backlog and global expansion highlight surging AI cloud demand and a push to scale capacity.
With 54 analysts piling into the same corner and Azure crossing a milestone Wall Street almost missed, one overlooked risk buried in Microsoft's balance sheet could change the entire calculus for buyers stepping in now.
Alphabet is growing cloud revenue faster than almost anyone on Wall Street expected, yet its stock trades at a multiple more typical of a slow-moving industrial. Something in that equation has to give.
A tiny nation of 5.7 million people quietly became the world's largest single investor, owning a slice of nearly every major company on earth. The secret behind Norway's staggering financial empire starts with oil and ends somewhere far more surprising.