Apenas manchetes de alto sinal - eventos macro, resultados, M&A, regulatório. Listicles e clickbait de analistas filtrados por padrão. Atualizado a cada hora.
Microsoft's next phase of growth may depend less on new customers than on serving the ones it has. The stock has run hard, returning 37% over three months against 5.0% for the S&P 500. At a market value of about $3.7 trillion, any new business must be large to move the shares. Will new data center capacity arrive fast enough to serve the demand Microsoft (MSFT) has already won.
Nobody's spending on data centers like the U.S., propelled by the belief that AI is an existential, winner-takes-all sprint. But America's contentious, trillion-dollar artificial intelligence infrastructure push relies on components and materials from its no. 1 rival: China. When it comes to rare-earths coatings for chip gear and gas turbines, or optical transceivers that link servers, or a long list...
The framework, announced at a round table held alongside the United Nations General Assembly in New York, US, initially applies to Kuwait, Qatar, Saudi Arabia and the UAE.
Meta has surged 33% in a month while analysts debate whether its cash flow turns negative for the next two years. Before you hold, hear the case for rotating into a rival trading at a steep discount with cleaner AI revenue already on the books.
Azure just crossed a milestone that resets how analysts should value Microsoft, yet the stock sits below where it traded a year ago. The reason behind that disconnect points to an opportunity most investors are overlooking.
Apple and Nvidia have truly become the straws that stir the stock market's drink.
Tesla will have product demos for the Cybercab, Semi and new Roadster planned within the span of a month. The stock edged lower Thursday.
Adaptive Biotechnologies recently highlighted updates to the National Comprehensive Cancer Network multiple myeloma guidelines, which now feature a dedicated page on minimal residual disease testing and specifically reference its FDA-cleared clonoSEQ assay with preferred high-sensitivity thresholds and expanded testing timepoints. The inclusion of clonoSEQ by name, alongside broader recommendations for routine and longitudinal MRD assessment, strengthens its position as a standardized tool...
Microsoft has lagged its AI peers all year. Goldman Sachs told investors that’s exactly the point.
Sept 24 (Reuters) - Wall Street futures dropped on Thursday as the Middle East conflict remained far from a resolution while investors also exercised caution ahead of a keenly watched summit between
CEO BRIEF NEWSLETTER Good morning—we have a packed CEO Brief for you today. First, Microsoft’s president has thoughts on the great AI safety debate and advice for CEOs. Then Lila has an exclusive on new CEO pay research from the Conference Board (yes, it climbed but there’s more to it than that).
(Updates to add Microsoft's comment in the fifth paragraph.) Microsoft (MSFT) is offering corpora
While AI threatens to reshape the workforce, Nansen CEO Alex Svanevik believes some professions could become even more valuable.
McDonald’s recently raised its quarterly dividend by nearly 4% to $1.93, marking its 50th consecutive year of dividend growth.
Texas Instruments recently approved a 7% increase in its quarterly cash dividend to US$1.52 per share, or US$6.08 annualized, payable on November 10, 2026 to shareholders of record on October 30, 2026, marking 23 consecutive years of dividend raises. This latest dividend hike underscores management’s emphasis on returning all free cash flow to shareholders over time, reinforcing Texas Instruments’ identity as a cash-generative analog and embedded semiconductor producer with a long-running...
Okta (NASDAQ:OKTA) executives said the company is positioning its identity platform to play a central role in securing and governing artificial intelligence agents, arguing that the emerging “agentic” technology market could ultimately exceed the size of today’s identity and access management market
Microsoft Vice Chair and President Brad Smith says some AI regulation is inevitable and argues that advanced AI systems should have an “emergency brake” that allows them to be slowed or shut down. In a conversation with WSJ Leadership Institute President Alan Murray, Smith explains why AI developers, cloud providers and companies deploying AI agents should all have the ability to stop systems that behave in unexpected or unsafe ways.
Microsoft Vice Chair and President Brad Smith says AI has enormous potential to improve healthcare, productivity and other areas of society, but warns that its growing power requires stronger safeguards. In a conversation with WSJ Leadership Institute President Alan Murray, Smith discusses why advanced AI systems need an “emergency brake,” the responsibility of companies to govern the technology they build, and how businesses can harness AI while managing its risks.
The order is the largest for electric trucks in the U.S. to date, organizers say. Deployments will concentrate in 10 freight hubs from Los Angeles to Newark. The post Tesla wins lead role in 2,500-truck electric Class 8 order appeared first on FreightWaves.
Companies such as Microsoft and PepsiCo are aggregating demand to access sustainable transportation more affordably, recently placing an order for 2,500 trucks.
Tech stocks fell late Wednesday afternoon with the State Street Technology Select Sector SPDR ETF (X
Nscale filed for a U.S. initial public offering on September 18 with one number that makes the AI-cloud boom look radioactive: the company lost $1.02 billion in the first six months of 2026 on just $140.6 million of revenue. Yet NVIDIA Corporation (NASDAQ:NVDA) is committing $1 billion to a $3.1 billion convertible financing, while Microsoft […]
(Updates with Microsoft's response to a request for comment in the fifth paragraph.) Microsoft (M
Microsoft will spend $10 billion through 2030 in four Persian Gulf countries. The software giant will build out infrastructure and strengthen cyber security. Microsoft President Brad Smith spoke with Bloomberg's Ed Ludlow to discuss. He also spoke about AI saying that AI safety won't advance if we rely on two companies as well the need for independent evaluators.
The commitment covers Kuwait, Qatar, Saudi Arabia, and the UAE, and includes more than $400 million for subsea and terrestrial connectivity
We use Google Analytics to count anonymous page views and understand which content gets read. No ads, no profiles. Decline keeps you on cookieless mode. Details.
