Notícias
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Tech stocks were lower late Tuesday afternoon, with the State Street Technology Select Sector SPDR E
OpenAI has agreed to cap the total revenue it shares with Microsoft Corp (NASDAQ:MSFT) at $38 billion through 2030, down sharply from a prior arrangement that could have generated as much as $135 billion in cumulative payments for the software giant, according to people familiar with the...
The stock market is perking up a little in afternoon trading. The S&P 500 was down 0.6%; it had marked a loss as large as a percent earlier. The tech-heavy Nasdaq was extending its losses, down 1.4%. The Dow was flat.
Microsoft Corporation (NASDAQ:MSFT) is one of the top tech stocks in Louis Navellier’s portfolio. On May 6, Stifel reiterated its Hold rating on Microsoft Corporation (NASDAQ:MSFT) and a $415 price target. The cautious outlook is in response to the company’s “leases not yet commenced” reaching $196.6 billion. The leases have more than doubled over the […]
Tech stocks were lower Tuesday afternoon, with the State Street Technology Select Sector SPDR ETF (X
(Bloomberg) -- OpenAI’s Sam Altman testified that he was “extremely uncomfortable” with Elon Musk’s insistence that he have complete control over a proposed for-profit subsidiary of OpenAI back in 2017.Most Read from BloombergInside a Year of Chaos and Conflict at Kevin Hart’s Media CompanyAmbani’s Cola War With Coke, Pepsi Spurs Fridge Bonanza in IndiaIran Makes New Offer on Uranium in Response to US, WSJ SaysNvidia’s CEO to Miss China Trip After Year of Travels With TrumpAltman told jurors tha
OpenAI’s cofounders once asked Elon Musk, who helped create and fund the company, an important question: If he were to control OpenAI, what would happen to the company on his death? Musk responded that he hadn’t thought about it much and that he might pass it on to his children.
Despite a dip in operating profit, Bytes Technology Group PLC (STU:9NY) showcases resilience with strong cash conversion and strategic partnerships driving future growth.
Anthropic is diving further into the legal software market.
Oracle's (ORCL) fiscal fourth-quarter results are likely to benefit from robust spending on technolo
At current prices, Microsoft (NASDAQ:MSFT) at $413.96 screens as attractive, Dell Technologies (NYSE:DELL) at $238.80 looks fully valued, and Intel (NASDAQ:INTC) at $113.01 looks overextended. All three have ridden the AI infrastructure wave, but the setup at each price has diverged sharply. Microsoft’s pullback has reset valuation against accelerating AI revenue. Dell’s run has front-loaded ... MSFT, DELL And Intel: Which Is The Better Buy
On a recent All-In Podcast episode discussed one of the biggest unresolved questions in the AI boom: Are companies actually generating meaningful returns from AI spending, or is Wall Street still pricing in future benefits that have yet to show up in the real economy? Chamath Palihapitiya, Jason Calacanis, David Sacks, and Altimeter Capital founder Brad ... Chamath Warns Companies Must Prove ROI from AI Within ‘500 Days’
The Invesco QQQ Trust, up 15% this year, offers a “barbell” strategy for exposure to both chip and software companies.
AI-driven traffic to SHOP stores surges 8x and AI orders nearly 13X in Q1 2026, as Sidekick and big AI integrations fuel growth.
Chevron (NYSE:CVX) has rallied hard off late-2025 lows, riding a sharp move in WTI crude from $60.04/bbl in January to $100.32/bbl by April. After a 39.44% one-year gain, the question is whether the easy money is already made. Our 24/7 Wall St. price target for Chevron is $163.37 over the next 12 months, implying -11.57% downside ... Is Chevron a Safe Bet in the Energy Sector?
Microsoft's (MSFT) revised revenue-sharing deal with OpenAI strengthens its long-term artificial int
The reported limit could improve OpenAI's IPO pitch while narrowing Microsoft's long-term upside.
Oracle (ORCL) could see fiscal Q4 upside and potential guidance upgrades from strong technology infr
On the May 8 episode of CNBC’s Halftime Report, the panel openly questioned whether the AI-driven rally has stopped discriminating between core AI plays and merely AI-adjacent names. One of the cleanest examples is Qualcomm (NASDAQ:QCOM), where the stock gained around 70% in a month despite posting merely decent results and guiding lower for the ... AI Rally May Have Gone Too Far With Some Stocks Up 70% in a Month
Net income margins and recent strategic moves set the stage for a closer look at how these tech giants are shaping their growth trajectories.
CRWV posted $2.1B Q1 2026 revenue and a $99.4B backlog as AI demand surged, but rising losses, debt and spending kept investors cautious.
(Bloomberg) -- A scorching rally in Intel Corp. shares is threatening huge losses for traders wagering that they’re due to fall. But that isn’t stopping them from placing those bets. Most Read from BloombergIran Makes New Offer on Uranium in Response to US, WSJ SaysInside a Year of Chaos and Conflict at Kevin Hart’s Media CompanyAmbani’s Cola War With Coke, Pepsi Spurs Fridge Bonanza in IndiaNvidia’s CEO to Miss China Trip After Year of Travels With TrumpSince hitting a low on March 30, the chip
Court filings reveal scale of early AI ambitions
Micron Technology's stock has risen by almost 9x over the past twelve months, taking its market capitalization above $800 billion - one of the largest single-year gains in the company's four-decade trading history. The rally is driven by surging demand and a shortage of high-bandwidth memory, the specialized chips that sit alongside AI accelerators in data centers. Micron has pre-sold its entire HBM production through 2026 under binding contracts. Hyperscalers, including Microsoft (MSFT), Alphab
Court-disclosed documents showed Microsoft targeted a $92 billion return from its early OpenAI investments.
CloudBolt Software has unveiled the latest version of its cloud management platform, emphasizing AI-ready operations, enhanced governance, and broader support for alternatives to VMware. This release highlights innovations that facilitate AI integration into cloud operations, allowing AI-assisted workflows to interact with cloud management functions through a governed framework. It also introduces more precise role-based access control and extends customization capabilities to cover...