Notícias

Microsoft's Dynamics 365 Activate targets Salesforce migrations as AI agents expand, but slowing growth and softer bookings cloud the stock's rally.

This venerable dividend stock has outperformed the AI trade this year, but key reasons behind Coca-Cola's improved results could normalize in the coming quarters.

Meta’s consumer AI agent moment is here. Will it be a hit with customers and the stock? Wall Street isn’t sure.

Bending Spoons is buying Miro for $1.36B, a huge dip in valuation for the workplace collaboration startup, which was valued at $17.5B in late 2021.

Salesforce spent most of 2026 getting crushed by fears that AI would kill its business model, and then one earnings report flipped the entire narrative. Here is what the numbers actually reveal about whether this recovery has legs or is running on borrowed time.

Jim Cramer raised a question on air that every Amazon investor should be asking right now: if the US debt market is big enough, why did the company just fly to London to raise billions?

JPMorgan and Goldman Sachs have both run the numbers on how much debt the biggest AI companies are piling into bond markets this year, and the figure they landed on threatens to reshape who actually sets long-term interest rates in America.

Alphabet just posted blowback earnings that crushed estimates across every major segment, yet the stock sits nearly 8% below last month's highs. Here is why that gap between operating momentum and share price could matter a lot to long-term investors.

Apple shares just slipped again, and one investor sees that dip not as a warning sign but as the latest entry point into a compounding machine built on hardware loyalty and software margins that very few companies on earth can replicate.

Motive raised more than $1.3 billion from General Catalyst after crossing $600 million ARR and 30% growth, and withdrew its S-1. The post Motive raises $1.3 billion from General Catalyst appeared first on FreightWaves.

Azure is crossing milestones, Copilot seats are multiplying, and 55 analysts refuse to budge from their bullish ratings, yet Microsoft shares have gone nowhere for a year while the broader market climbed 17%. One analyst sees a path to gains most investors would not dare put in a model.

Apple's fall event just wrapped, and options traders are already pricing in a swing that dwarfs the stock's typical post-event move. Whether that energy breaks toward a bull case or a bear case depends on one catalyst nobody is talking about loudly enough.

Alphabet just handed investors a week of underperformance against the Nasdaq that looks nothing like the fundamentals underneath it, and there is a specific combination of valuation and growth rate that keeps pulling me back to the buy button.

Stock Market Today: The Dow Jones index rises Thursday ahead of a key inflation report. Nvidia chipmaker TSMC falls on August sales.

Investing.com -- Oracle is set to report fiscal first-quarter 2027 earnings after the market close on Thursday, in a print that will show whether the AI spending boom can outrun the company’s own soaring costs. The cloud computing giant’s backlog has swelled to $638 billion, up 363% from a year ago, while free cash flow has now been negative for five straight quarters.

Azure just crossed $100 billion in annual revenue and the stock is trading well off its highs, which raises an uncomfortable question about whether the selloff reflects a real problem or a market overreaction worth exploiting.

A century-old tax provision buried in the IRS code lets wealthy investors hand over a portfolio of appreciated stock, receive fund shares in return, and walk away without triggering a single dollar of capital gains tax that day. The question is whether anything close to it exists for everyone else.

Microsoft (MSFT)-backed OpenAI has told advertising partners it will no longer accept ads in ChatGPT

Microsoft (MSFT)-backed OpenAI's autonomous agents used at least 10 previously undisclosed websites

Major “hyperscalers” are making their way across the pond to build foundations in Europe’s newest data center host.

UiPath (PATH) has dropped about 25% from its late-August high, and the question is whether that is an opening or a warning. Its own history leans toward warning: most declines this size kept falling. What that history cannot see is a company that is profitable now, consolidating its biggest customers' automation onto one platform while its smallest ones leave.

Palo Alto Networks (PANW) has returned 71.4% over the past year and trades about 15% below its 52-week high. You can be paid now for agreeing to buy the shares well below today's price, and you keep that payment either way. The catch: the stock has to fall a long way first, and the slowdown management has already guided to is in the growth measures, not in the company total.

BUZZ HPC, HIVE’s AI subsidiary, signed Canada’s data center development principles alongside Google, Microsoft, AWS, Meta and Anthropic.

Two Vanguard funds share the same large-cap universe, the same rock-bottom fee, and the same issuer, yet one is lapping the other by a stunning margin this year, and the reason comes down to seven stocks you probably already own too many times over.

On Sept. 9, 2026, the consumer electronics giant debuted its first foldable phone at $1,999 alongside new Pro models featuring a 2nm chip and Siri improvements.

The company sent owners a fortune in cash, yet the stock went backward. Here is the accounting on what that trade-off actually bought, and what it means now.

Nvidia CEO Jensen Huang told Commerce Secretary Lutnick at a G20 event that the AI infrastructure buildout will reach tens of trillions of dollars -- far beyond current company capex -- comparing it to metered energy infrastructure sold by the token.

Alphabet (GOOGL) stock has drifted, returning negative 6.8% over the past three months while the S&P 500 returned 3.6%. The strongest evidence for upside from here is not in the advertising business that pays the bills. It sits in a revenue line the company only began recognizing in the second quarter of 2026: TPU system sales, shipped into customers' own data centers.

Microsoft (MSFT) is coming off the most profitable stretch it has posted in years, and its stock trades at $493.95, about 92% of its 52-week high. Nothing here is broken. The risk is quieter than that. The spending that came with those margins is still climbing, and the company has already told shareholders what it expects that to do to fiscal 2027.

Growth stocks have been down for months, but there are signals that it’s time for them to move higher again.