Notícias
Apenas manchetes de alto sinal - eventos macro, resultados, M&A, regulatório. Listicles e clickbait de analistas filtrados por padrão. Atualizado a cada hora.
Vanguard's cheapest growth ETF carries a nearly perfect long-term track record and a three-cent price tag, but crack open the holdings and a very different story starts to take shape.
Amazon's CEO quietly announced something about its chip business that rewired how one investor thinks about the stock, and Wall Street's reaction was almost silence.
The AI industry was recently upended when Apple took legal action against one of the leading AI technology companies.
Three Wall Street analysts lowered their price targets on Microsoft stock on Wednesday as the software giant faces AI-related uncertainties.
The deceptive practices Microsoft is accused of include "dark patterns" - design techniques used to manipulate users into making choices they may not otherwise make.
Citi and Mizuho just cut their Microsoft price targets before fiscal Q4 earnings, yet both firms kept their bullish ratings intact. The reason behind that split signal could reshape how investors think about the AI spending wave ahead of July 29.
IBM (NYSE:IBM) currently trades at $214.46 after a brutal reset, while Wall Street’s consensus price target sits at $294.94. That gap implies roughly 37% upside to the average target, one of the widest dislocations in large-cap tech. IBM is the century-old hybrid cloud, mainframe, consulting, and enterprise software franchise that spent the last two years ... IBM Just Crashed. If Wall Street Pros Are Right The Stock Could Soar From Here
3M's hot new optical technology for data centers is being deployed by Microsoft Azure, the companies announced on Wednesday. MMM stock is a top performer on the Dow Jones Industrial Average on Wednesday, flashing an early buy signal. 3M said on its April 21 earnings call that its new expanded beam optics technology had received validation and a significant order from a hyperscaler, which has apparently now been revealed to be Microsoft.
(Bloomberg) -- Wall Street banks, scouring every corner of the capital markets to finance the artificial intelligence buildout, have landed on a new pool of funds: US leveraged loans, which are clamoring for the transactions amid a dearth of buyout deals.Most Read from BloombergThailand Scraps Plan to End Visa-Free Entry for Indian TouristsOpenAI’s First Device Will Be Movable, Screenless Speaker Built as AI CompanionTrump Drops 20% Fee for Hormuz Cargo After Gulf PressureUS Hits Iran With Strik
These tech giants aren't trading at their usual premium valuations.
VUG and SCHG own nearly the same stocks, charge nearly the same fees, and attract nearly the same investor. But stretch the comparison across a decade and one fund quietly pulls thousands of dollars ahead on an identical starting stake.
MSFT reshapes Teams pricing by moving key features into Enterprise while adding new licenses, making renewal cycles key to its monetization strategy.
Microsoft Corporation (NASDAQ:MSFT) is a key quantum computing stock through its Azure Quantum, which is a cloud platform that gives access to multiple quantum hardware providers. The stock also ranks as one of the Best Quantum Computing Stocks to buy and Hold Forever. Recently, on July 9, Citi noted that the firm’s Q2 2026 survey […]
Three years ago AMD had almost no presence in AI data centers. Today hyperscalers treat it as a strategic partner rather than a fallback option, and the reason why has less to do with chip performance than most investors realize.
SPCX is overtaking TSLA as Elon Musk's biggest value creator, powered by reusable rockets, Starlink growth and a growing push into AI infrastructure.
Investing.com -- Bernstein's mid-year CIO survey reaffirmed expectations for strong IT budget growth in 2026, with growth similar to 2025 and rivaling the strength seen during the COVID-era rebound in 2021, according to a note from analyst Peter Weed on Wednesday.
The proposed system would keep classified government data off the public internet.
Fiscal AI has polled the consensus earnings estimate at $4.24 per share and revenue of $86.66 billion for Microsoft’s fourth quarter.
ServiceNow has dropped more than 40% over the past year while its business quietly accelerates, and options traders are making an unusually lopsided bet before the July 22 earnings report. Here is what the signal says about where shares go next.
