Notícias

Apollo's Torsten Slok warns hyperscaler debt risk mirrors 2008 housing crisis signals as CDS spreads widen sharply.

Morgan Stanley says the AI slowdown push changes nothing. It also banks almost every company doing the spending.

The increase rewards shareholders while Microsoft continues funding a rapidly expanding cloud and AI platform

A year of stagnation is setting up an important test

Tech stocks were mixed late Wednesday afternoon, with the State Street Technology Select Sector SPDR

Palantir Technologies (PLTR) trades near $172.56, and the options market has already drawn the year ahead in dollars. The one-year band runs from $96.77 at the floor to $307.69 at the ceiling. That is not a forecast. It is the size of the uncertainty you are holding, and it raises a question about position size rather than direction.

Microsoft Boosts Dividend Again: Quarterly Payout Climbs to $0.98

Never heard of Crusoe or Joulent? Tech and oil giants rely on hordes of small private firms for massive AI buildout.

Oklo is more likely than Nvidia to grow tenfold over the next 10 years.

Microsoft (MSFT) has just raised its quarterly dividend to $0.98 per share, an 8% increase, putting fresh attention on how the AI spending cycle lines up with ongoing cash returns. The Microsoft share price has climbed 31.03% over the past 90 days and delivered a 3.49% 30 day share price return, yet the 1 year total shareholder return is slightly down 1.73%. This indicates that recent momentum is rebuilding after a softer year. Scan how Microsoft’s renewed momentum and dividend increase...

Novo Nordisk (NVO) will collaborate with artificial intelligence firm Anthropic to help accelerate t

Rapid revenue growth is pushing expectations even higher

Selling a parent's long-held stock to cover nursing home bills can trigger a massive capital gains tax bill, or almost no tax at all, and the difference comes down to one detail most families get wrong before they ever call their accountant.

Microsoft AI Chief Sounds Warning on AI Rights and Consciousness

Could investors see their investment double in that time?

If we assume that full-blown bull-market conditions return between now and the end of 2026, Microsoft Copilot AI predicts that Chainlink (LINK) will hit $35 by January 1, 2027.Currently, LINK is trading around $11–$12, so a move to $35 would be roughly a threefold increase from current levels. I believe ...

The essay calls Amodei's team thoughtful and principled while naming the mistake

Tech stocks were higher Wednesday afternoon, with the State Street Technology Select Sector SPDR ETF

A long-running AI concern is becoming harder to ignore

Apple (AAPL) reported a record June quarter, with revenue up 16%. The stock has returned 42% over the past year against 17% for the S&P 500. That is a price built on everything going right, and by Apple's own guide the margin behind it is already giving way.

Chevron just posted its strongest downstream quarter in years while quietly signing a power deal with Microsoft that management calls a repeatable model independent of oil prices. The question is whether Wall Street has already priced in the transformation or whether the bigger move is still ahead.

Federal agencies can sign contracts for Microsoft's new AI government tier starting October 1, but key features may not arrive until later. Whether that gap kills the deal before it starts reveals something uncomfortable about how Microsoft is betting on AI revenue.

Microsoft has had an impressive run over the past six months as its shares have beaten the S&P 500 by 10.9%. The stock now trades at $498.48, marking a 24.6% gain. This was partly thanks to its solid quarterly results, and the performance may have investors wondering how to approach the situation.

Amazon said it is increasing its minimum pay for operations workers by $1 an hour and adding grocery discounts for all U.S. employees.

Every bear who called Google Search a dead business walking has watched the revenue numbers move in the opposite direction, and the reasons behind that gap explain why one investor keeps buying more shares.

Microsoft has changed a lot in 10 years. Here's why its cloud, subscriptions and AI push still make patience the best move.

The S&P 500 Index and Nasdaq Composite were both up in late-morning trading Wednesday, while the Dow

Amazon.com (AMZN) stock has returned 8.9% over the past twelve months and trades about 13% below its 52-week high. Its cloud arm spent those months doing something the share price has not reflected. AWS growth sped up again in Q2 2026, and the contracts queued up behind it kept building. The upside case for the stock rests almost entirely on turning that queue into revenue.

Nvidia's growth will open up a huge gap by 2028.

The latest dividend increase shows Microsoft's AI spending has not stopped cash from flowing back to investors.