Notícias

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

AMZN's AI spending is fueling faster AWS growth, but surging capex has pushed free cash flow negative and increased reliance on debt.

Microsoft (MSFT) is reported to be planning about 38 gigawatts of data center capacity by 2032, more than triple what it runs today. Its capital spending has already climbed sharply over the past twelve months, and management said in July that it expects fiscal 2027 spending to grow again. So what happens to the stock if the spending simply keeps climbing.

SK hynix (SKHY) is reportedly in talks with Intel (INTC) to use the latter's facilities to manufacture memory chips in the US for the first time, according to Reuters. Yahoo Finance's Jake Conley and Pras Subramanian are joined by RBC Capital Markets head of derivatives strategy Amy Wu Silverman to examine how the software industry is reacting to AI headlines, comparing it to the internet booms of the past.

The S&P 500 faces a critical test today as investors brace for what is shaping up to be the most consequential Federal Open Market Committee (FOMC) meeting of the year.

Microsoft raised its quarterly dividend as the tech giant balances its massive artificial-intelligence spending with returns to investors. The company hiked its quarterly dividend by 8%, or 7 cents, to 98 cents a share. On an annualized basis, Microsoft’s dividend jumps to $3.92 a share for a yield of 0.78%.

Arista Networks highlighted as Zacks Bull and Yum! Brands Bear of the Day

In recent weeks, Datadog has attracted heightened investor attention as analysts highlight its consistent record of beating consensus revenue and EPS estimates and its current Zacks Rank #3 (Hold) amid modest upward earnings revisions. An interesting angle is that this analyst enthusiasm comes even as Datadog trades at a premium to many software peers, reflecting confidence in its unified, cloud-native observability and security platform that serves infrastructure, application, log,...

Are investors dying to invest in a technology that might literally kill them? After an Anthropic employee put the chances of AI doing that at more than 10%, economist Owen Lamont quipped that it was “like Robert Oppenheimer doing an IPO for the Manhattan Project in 1945.” Factoring human extinction into stock values is silly, so let’s hope for the best and just stick to stocks.

Software stocks have outperformed over the past three months as the sector.

While the S&P 500 (^GSPC) includes industry leaders, not every stock in the index is a winner. Some companies are past their prime, weighed down by poor execution, weak financials, or structural headwinds.

Saxena White P.A. has filed a securities fraud class action lawsuit against DICK’S Sporting Goods and certain executives, alleging misleading statements about the Foot Locker acquisition, including unresolved inventory issues, vulnerability to industry-wide promotions, and unrealistic expectations for sales growth and margins during the September 2025 to August 2026 period. The lawsuit centers on claims that DICK’S materially misrepresented Foot Locker’s integration progress and...

Azure just crossed $100 billion in revenue, as agents consume more tokens and compute.

Arista is a high-tech picks-and-shovels AI stock that more than doubled its revenue and earnings between 2022 and 2025. ANET is set to follow this up with stellar growth in 2026 and 2027.

Azure's revenue milestone may have helped spark a recovery.

In September 2026, Vail Resorts announced it had received shareholder nominations for four alternative director candidates, led by Oasis Management, while the board continues an independent search to add a new director in early 2027 following Sue Decker’s decision not to seek reelection. This contested board process highlights rising investor concerns over how Vail Resorts is addressing weather volatility, economic pressure on consumers, and labor tensions across its mountain resort...

Both stocks have been underwhelming recently, but the long-term appeal is strong.

Roblox (RBLX) stock rose 12.7% in Monday's session. Two things drew the coverage: a developer conference the Friday before, and a price target raise that came with a neutral rating. The problem management named in July was bookings per hour of play.

President Donald Trump said the U.S. shouldn’t slow its AI development, arguing that “whoever wins with AI wins” and that maintaining America’s lead over China matters more than added regulation, even as Microsoft Corp. CEO Satya Nadella and other industry...

Hammerhead AI recently announced a collaboration naming TD SYNNEX as distributor for its ORCA software, enabling data center operators to convert stranded power into AI-ready capacity via TD SYNNEX’s global reseller network. This agreement gives TD SYNNEX a standardized AI power-orchestration SKU that directly addresses power constraints in AI data centers, aligning closely with its Destination AI program. We’ll now examine how TD SYNNEX’s new ORCA distribution role, focused on unlocking...

Palantir and Nvidia have reportedly tightened restrictions around Anthropic’s advanced AI models over data-retention concerns. Palantir has demanded irrevocable zero-data-retention guarantees before making the models available through its software, while Nvidia limits Claude to less-sensitive internal work. At Palantir Technologies Inc. (NASDAQ:PLTR), that lands inside its sovereign-AI pitch. At Microsoft Corporation (NASDAQ:MSFT), it creates an […]

The buyback is now the smaller half of the capital return -- and all that buying moved the share count just 0.1% last fiscal year.

Microsoft stock cleared a cup base at a 466.32 buy point amid an earnings-fueled rally and is extended.

Mega-Cap Tech Nears Breakout as Magnificent Seven Regains Momentum

Salesforce (CRM) trades near $260, about 98% of its 52-week high. Its newest AI product was built with Anthropic, and customers must move to the premium editions before they can get it. Nineteen in twenty of its sales and service users have not moved. Meanwhile the net margin is the widest in five years, and management's free-cash-flow growth guide for fiscal 2027 stands at half its earlier level.

3M (NYSE:MMM) Chairman and CEO Bill Brown said the company is making progress on operational execution, product innovation and structural transformation as it works toward targets outlined at its 2027 investor day. Speaking at a company news event, Brown said his approximately 2.5 years leading 3M

AI spending faces fresh scrutiny, but NVIDIA and Hewlett Packard are positioned at the AI-quantum computing convergence.

The AI frenzy could push U.S. data centers to become one of the largest consumers of natural gas in the world.

Adobe (ADBE) reported a record fiscal Q3 2026 and raised its fiscal 2026 revenue and earnings targets. Revenue rose 13% as reported to $6.76 billion, above the $6.70 billion the company had guided. But the key figure that did not move is the one to hold the quarter against: the fiscal 2026 target for growth in ending annualized recurring revenue, or ARR, still 10.2.

Nvidia is letting a rival chipmaker plug directly into its own racks, and the move only looks like a concession until you follow the money through every layer of the data center.