Notícias
Apenas manchetes de alto sinal - eventos macro, resultados, M&A, regulatório. Listicles e clickbait de analistas filtrados por padrão. Atualizado a cada hora.
Zscaler (NASDAQ:ZS) executives outlined how the cybersecurity company is adapting its zero-trust architecture for AI agents, while also discussing new product launches, sales initiatives and the potential for continued growth in its core business. Speaking at a company session, Head of Product Adam
Anthropic's CEO just called on the entire AI industry to slow down, while his own company's balance sheet depends on the biggest accelerators in the business. The conflict at the heart of that position may be impossible to resolve.
The Magnificent 7 label vanished from Wall Street chatter, yet the profit engines behind these seven companies kept compounding in ways that have made betting against them one of the most punishing trades in recent memory.
Microsoft Corporation (NASDAQ:MSFT) ‘s shares have marked a major turnaround in 2026. They are up by more than 20% since late-July following the firm’s second quarter earnings on July 29th. The fact that the firm has spent billions of dollars in investments in AI means that Microsoft Corporation (NASDAQ:MSFT)’s narrative is driven by the performance […]
Oil major Chevron Corporation (NYSE:CVX) is one of Cramer’s favorite stocks in the sector. Among the reasons that he likes the firm are its dividend, production projects, and its CEO, Mike Wirth. Naturally, in his morning appearance on the 3rd, the CNBC TV host discussed Chevron Corporation (NYSE:CVX) in the context of these reasons as […]
Microsoft Corp, the American Federation of Teachers (AFT) and the United Federation of Teachers (UFT) have agreed on a new “National AI Safety & Privacy Standard” for schools. The agreement, which was announced in a joint press release on Wednesday,...
The tech giant has rebounded from its recent slump, but there may not be much near-term upside left.
REDMOND, Wash.— Asha Sharma had zero experience in videogames when Microsoft put her in charge of cleaning up its Xbox business. While videogames have never been more popular, Xbox isn’t growing. Its GamePass subscription service has fallen far short of projections.
An $800,000 split between two Nasdaq-100 income ETFs generates a stunning monthly payout, but the tax bill tells a completely different story than the distribution notices suggest.
Take-Two Interactive Software (TTWO) stock is down 13.4% over the past month, though still up 3.1% over three months. Over the past twelve months it has lost 12.5% while the S&P 500 returned 17.9%. The weakness is not the market's, and the doubt concerns one game, Grand Theft Auto VI, due on November 19.
The agreement sacrifices student-data flexibility to reopen a procurement market increasingly threatened by outright AI bans.
A major shift could reshape the AI spending boom
The plan takes capacity to about 38 gigawatts by 2032
During the September 3 episode of Mad Money, Jim Cramer mentioned Microsoft Corporation (NASDAQ:MSFT) for its unconventional approach to powering hyperscale data centers in partnership with Chevron Corporation (NYSE:CVX). He said: How about Microsoft? Look, Mr. Softee is getting religion. They’ve realized that by giving us more disclosure on Azure, their cloud infrastructure business, we’ll […]
Alphabet (GOOGL) stock trades at about $332, and options expiring roughly a year out price a 68% probability range running from roughly $233 to roughly $474. That floor sits just under the stock's 52-week low of $235.96, while the ceiling clears its 52-week high of $402.12. Yet, a range this wide is close to normal for these shares, not a sign of unusual fear.
At about $644.38 a share, Meta Platforms (META) stock carries options that price a range from roughly $418 to $993 for about a year out. The floor of that band would take about a third off a position, and the ceiling would add more than half. Wide as it is, the range carries only a normal premium over how much the shares actually moved in the past year.
Valuations, earnings expectations, market concentration, equity issuance, and foreign buying are all flashing warning signs for the AI-fueled stock rally.
Salesforce (CRM) trades at 20.6 times earnings, below the S&P 500 median of 22.6, after losing 2.8% over the past twelve months while the index gained 17.9%. A profitable software company priced under the market is the setup value buyers wait for. The question is whether that is a good business on sale or a fair price for a legacy platform facing disintermediation from next-generation AI architectures.
Oracle's cloud and AI momentum is accelerating, with surging IaaS revenues, strong visibility and improving profitability supporting ORCL's growth.
CrowdStrike (CRWD) stock rose about 97% over the past year, against 18% for the S&P 500, as growth in the recurring revenue it adds each quarter sped up. Management was forecasting that speed-up by March 2025 and named one mechanism: Falcon Flex customers using up their contracts early and coming back for more. The direction was public. The size of the fiscal 2027 speed-up was not.
Apple (AAPL) is selling iPhones and Macs faster than it can build them, but the number a holder should fear most is the gross margin underneath those sales. Leaving out tariff refunds, that margin fell in the June quarter and is guided lower again for the September quarter. Management puts both steps down to rising memory prices, while the stock's price-to-earnings multiple sits near the top of its 10-year range.
(Updates with Microsoft's response in the last paragraph.) Microsoft (MSFT) intends to more than
Tech stocks were higher Friday afternoon, with the State Street Technology Select Sector SPDR ETF (X
UiPath (PATH) sells software that brings AI agents, robots, and people together to run business processes. Its Q2 FY2027 results beat management's guidance and the fiscal 2027 outlook went up, yet the shares fell 16.6% on September 4, the first trading day after the report, while the S&P 500 slipped 0.4%. The earnings call also carried an analyst's question about a new AI model said to be far better at workflow jobs.