Notícias

Akamai Technologies beat analysts' estimates for the second ‌quarter on Thursday, supported ‌by steady demand across its security and ​cloud infrastructure services portfolios, sending its shares up 10.5% in extended trading. The company recorded cloud infrastructure services ‌revenue of $99 million, ⁠up 39% over the year earlier. Here are some details: • ⁠The cybersecurity and cloud computing company's customers include Adobe, eBay and ​Electronic Arts, ​as well ​as the U.S. ‌defense and labor departments.

Adobe's revenue is hitting records and its AI metrics are tripling, yet the stock sits near multi-year lows. Our proprietary model pinpoints the exact date shares could cross a critical threshold, and the window may be shorter than most investors expect.

Aug 6 (Reuters) - S&P 500 and Dow futures were steady on Thursday after this week's record-breaking rally as investors awaited details on a Middle East peace deal, while Nasdaq futures slipped as

Figma has been investing heavily in AI functionality across its products, which increased R&D and operating expenses two times in the last quarter.

At $190.99, Salesforce (CRM) looks set up for roughly 24% of upside over the next three years under a conservative scenario. Not a big number, and most of what the business is doing is already in the price. The question is whether even this modest move is defensible. Revenue compounding does all the work; the multiple is asked to do nothing. Here is the operational reality the math is built on.

While investors focus on subscription seats, a different engine is firing up. Adobe is aggressively pivoting to a freemium model, nearly doubling its Creative Freemium monthly active users in a single year. This strategic shift is designed to capture a new generation of users through products like Firefly and Express. The company is trading near-term growth for a much larger top-of-funnel.

This is an identity-shift year for Shopify. The company is reframing itself as an AI-native platform for merchants.

A number of stocks jumped in the afternoon session after the software sector caught a massive tailwind, fueled by easing geopolitical tensions and a fresh wave of AI-driven M&A.

The company long defined by its professional-grade creative tools is now pursuing a radically different customer. It is retooling its entire user acquisition model to serve billions of consumers through a freemium funnel. This strategic pivot is already showing results, nearly doubling its Creative Freemium monthly active users in the last year alone. The goal is no longer just power and precision for experts but mass adoption.

Insider retains 61,892 shares valued at $13.90 million following routine RSU vesting. Chakravarthy holds 15,826 additional derivative securities continuing to vest quarterly through January 2030.

The broad software sector rebound in July, led by strong gains in several peers, has put fresh attention on Adobe (ADBE) as investors reassess sentiment toward large software platforms. See our latest analysis for Adobe. Adobe’s recent 30 day share price return of 14.39% suggests some momentum is returning after a year to date share price decline of 24.59% and a 1 year total shareholder return that fell 25.80%, keeping the longer term picture subdued. If you are looking beyond Adobe for other...

Ray Wang sees the AI market splitting megacaps into two very different investment stories, and the beaten-down names Wall Street has abandoned may be hiding the more compelling opportunity.

D.A. Davidson Head of Technology Research Gil Luria joins Market Domination Overtime to discuss Palantir's (PLTR) strong second-quarter results and explain why he believes the AI leader is the "best" publicly traded technology company.

Investors took profits in high-flying chip stocks and rotated into beaten-down software names, while also seeking the relative safety of defensive sectors such as energy and financials.

8.31am: AstraZeneca talks suggest 'reduced confidence' in outlook AstraZeneca's reported talks with Bristol Myers about creating a $400 billion company appear to make "limited strategic sense for Astra and would likely be subject to antitrust scrutiny, given the overlaps of their oncology...

The market is offering a hefty cash payout to own this software leader, but it comes with a story of major change and major risk.

The fund, which peaked at $45 billion this month, was forced to sell leveraged bets on AI infrastructure stocks to Ken Griffin's Citadel at a discount

If you hold shares in the software giant, you are already carrying exposure to a remarkably wide range of outcomes priced in for the coming year.

A 24-year-old wunderkind turned a few hundred million dollars into a $45 billion AI hedge fund in under two years, then watched it all collapse in a single week after a paired trade that seemed bulletproof suddenly moved against him on both sides at once.

Salesforce has quietly become a much more profitable company, but investors don't seem to have noticed the transformation.

Adobe Systems (ADBE) closed the most recent trading day at $247.9, moving 5.9% from the previous trading session.

You pay less than the market for Adobe on earnings and cash flow, and what comes with the discount is a growth engine management is deliberately rebuilding.

Madison & Wall commented that the firm's growth was stronger than most groups other than Publicis.

The recently released "Retail & E-Commerce Market Research 2027" report provides a comprehensive evaluation of the retail and e-commerce landscape, combining extensive market data and trend analysis. This research offers insights into consumer spending, industry trends, and competitive dynamics, aiding strategic decision-making for businesses in both digital and physical retail spaces. The report features historical and year-end data across various sectors, financial performance reviews of...

U.S. equity futures were little changed on Wednesday as investors digested Microsoft, Meta and Qualcomm earnings and the Federal Reserve’s decision.

Equinix shares fell 3% on Wednesday as soft third-quarter forecast overshadowed a ‌raised full-year and long-term outlook. Here are some ‌details: • For the third quarter, Equinix expects revenue of $2.53 billion ​to $2.58 billion, the midpoint of which is below analysts' estimate of $2.58 billion. Equinix raised its forecast for 2026 revenue to a range of $10.21 to $10.29 billion, from $10.14 ‌billion to $10.24 billion.

Adobe Shares Jump on AI-Powered Topaz Labs Deal

Federal regulators have given Adobe the green light to proceed with its acquisition of Topaz Labs, clearing antitrust hurdles ahead of schedule.

Arch Capital Group (NASDAQ:ACGL) reported second-quarter after-tax operating income of $893 million, or $2.56 per share, as all three operating segments produced what management described as strong underlying underwriting results. The insurer and reinsurer also accelerated capital returns, repurchas

Collect a healthy income stream from Autodesk now, that you keep no matter what, while lining up a chance to own this software giant at a serious discount if its big new bet creates a little turbulence.