Notícias
Apenas manchetes de alto sinal - eventos macro, resultados, M&A, regulatório. Listicles e clickbait de analistas filtrados por padrão. Atualizado a cada hora.
Microsoft stock cleared a cup base at a 466.32 buy point amid an earnings-fueled rally and is extended.
Palantir Technologies (PLTR) raised its 2026 revenue guidance in August, and the stock gained about 32% across the release. The easy read is that the market was paying for the bigger number. It was not. At the multiple the market was already paying, that raise is worth about $8 a share, and the tape handed over close to $40.
Goldman Sachs says AI spending is propping up S&P 500 earnings growth, but that same statistic reveals a fragile dependency on a handful of buyers whose budgets could shift any quarter.
Oracle's cloud and AI momentum is accelerating, with surging IaaS revenues, strong visibility and improving profitability supporting ORCL's growth.
Adobe (ADBE) shares fell early Friday after the software maker provided a fiscal fourth-quarter reve
Michael Burry just closed his most prominent AI short, the kind of move that typically sparks a relief rally, yet CoreWeave kept falling. What that silence signals about the real debate gripping the cloud trade right now is worth understanding before Oracle reports tonight.
Microsoft (MSFT) runs the highest operating margin in its peer group and grows revenue faster than every rival there but one. Over the past twelve months its stock returned -0.5%, against 18.5% for the S&P 500 (SPY). At about $491.65 a share, it trades at 27.8 times earnings, second-richest in the group. Microsoft ranks first on profitability and fourth on the return, a gap worth explaining.
Investing.com -- Oracle is set to report fiscal first-quarter 2027 earnings after the market close on Thursday, in a print that will show whether the AI spending boom can outrun the company’s own soaring costs. The cloud computing giant’s backlog has swelled to $638 billion, up 363% from a year ago, while free cash flow has now been negative for five straight quarters.
Oracle (ORCL) is reporting quarterly earnings results on Thursday. Bloomberg Intelligence senior technology credit analyst Robert Schiffman shares what investors should be keeping an eye on in the earnings print, especially from a debt-issuance perspective.
Arista Networks is rebounding from its 50-day moving average, offering a buying opportunity after an earnings beat in August.
Be wary of chasing the coding platform’s recent rally, with shares already up 46% over the past three months.
Be wary of chasing the coding platform’s recent rally, with shares already up 46% over the past three months.
MongoDB stock slid late Tuesday, after the database software company reported fiscal second quarter results.
Rezolve AI (NASDAQ:RZLV) reported first-half 2026 revenue of $130.8 million, up from $6.3 million in the prior-year period, as the company expanded its enterprise customer base and continued to build distribution partnerships with major technology and services providers. Founder, Chairman and CEO D
For the last few years, Wall Street has obsessed over Nvidia's revenue concentration from artificial intelligence (AI) hyperscalers.
Microsoft (MSFT) reported earnings 30 days ago. What's next for the stock? We take a look at earnings estimates for some clues.
IREN says that FY26 AI cloud capacity is largely sold out, putting delivery, funding and FY27 contracting in focus as ARR is set to top $4B by December.
A forecast of 70% revenue growth next fiscal year broke Nvidia's four-quarter streak of post-earnings stock declines
Burry’s Nvidia calls gained 50% to 60% in under a day after the stock rallied about 9%.
IREN (NASDAQ:IREN) said it ended fiscal 2026 with $4 billion in contracted annualized recurring revenue, or ARR, for its 2026 capacity, including $1 billion that was operating following Microsoft’s acceptance of the Horizon 1 deployment. Co-Founder and Co-CEO Daniel Roberts said the company’s AI cl
Concerns about the profitability of artificial-intelligence ventures, convoluted debt deals underpinning data centers, and the future of chip demand had left some on Wall Street worried that the AI trade was petering out. Then Nvidia arrived with a nearly half-trillion-dollar shot in the arm. The chip maker’s otherworldly growth has become so ingrained in Wall Street’s psyche that many investors expect the company to beat expectations, leaving shares sliding in six of the past eight post-earnings trading sessions.
With NVIDIA finally delivering its results, we've now heard from the entire Magnificent Seven group this earnings cycle. Overall results from the group again reflected strength, reinforcing why they remain top-tier stocks investors should have exposure to.
In an interview with CNBC, Dan Ives stated that Palantir and cybersecurity companies such as CrowdStrike could also benefit from broader enterprise adoption of AI.
Zoom Communications (ZM) shares fell early Wednesday as the video communication platform provided a