Notícias

CNN speaks with the multinationals about their major investments in the Gulf’s data center landscape, and what orbital data centers could mean for the future.

On August 31, 2026, CNBC reported that Microsoft Corporation (NASDAQ:MSFT) suffered a widespread Outlook and Exchange Online outage on August 31, with Downdetector reports peaking at 6,015 for Outlook and 2,044 for Microsoft 365. Microsoft said on its status page that “users may experience degraded functionality with various Exchange Online functionalities” while it reviewed service […]

NVIDIA Corporation (NASDAQ:NVDA) biggest lingering investor concern was customer concentration, CNBC reported. Nvidia relies on hyperscalers Amazon, Google, and Microsoft, along with major buyers Meta and SpaceX, for an outsized share of revenue, and in May began splitting its data center reporting into “hyperscalers” versus everyone else, a group it calls AI clouds, industrial, and […]

A provision buried in the tax code lets families quietly erase decades of capital gains before a single share gets sold, but the window to pull it off is narrow and the traps that kill the strategy are ones most estate attorneys never mention.

Snowflake just posted another blockbuster quarterly report, but there is one key problem with its stock right now.

AI agents that successfully reach production scale deliver a 171% global return on investment, a figure that climbs to 192% in the United States, according to IDC and Microsoft research. These returns highlight a clear path to efficiency and profitability. Yet, if the economics are so compelling, why are so many organizations struggling to move […]

I bought the dip in both Oracle and NuScale. Here's why.

Bitcoin has momentum, but stocks have fundamentals.

With inflation data guiding expectations for future central bank moves, many investors are looking for companies that can hold their own if borrowing costs stay high for longer than hoped. Solid profitability, strong returns on shareholder equity and sensible use of debt can help cushion portfolio shocks. This article highlights three stocks from a quality focused screener that filters for robust balance sheets and resilient business performance. The three stocks below are only a sample from...

Take-Two shares fell despite strong GTA VI demand ahead of its Nov. 19 launch, with analysts maintaining Buy ratings and price targets implying upside, while Sony and Microsoft face console pricing and supply risks.

Cloud computing providers make for great investments in the AI era.

SpaceX launched a record IPO almost three months ago.

Investing.com -- The Seattle Times and Newsday sued OpenAI and Microsoft (NASDAQ:MSFT) on Friday, accusing the technology companies of using their journalism without permission to train artificial intelligence systems, Reuters reported.

Microsoft CEO Satya Nadella sold 86,525 shares on September 1 for approximately $43.39 million. The Form 4 covered eight transactions at weighted average prices ranging from $498.24 to $505.20. That is a large dollar figure, but the most important detail sits in the filing’s footnote: the sales were made under a Rule 10b5-1 plan adopted […]

Investing.com -- Artificial intelligence could prove a surprise tailwind for software companies if productivity gains spur businesses to hire more workers rather than cut headcount, Bernstein analysts said, challenging one of the sector’s key bearish narratives.

ChronoScale said on August 27 that it plans with Microsoft to deploy 50 megawatts of AI infrastructure in North America using NVIDIA GB300 NVL72 systems and liquid cooling. The release did not disclose project pricing or committed revenue, although ChronoScale had already disclosed a two-year GPU services agreement with Microsoft tied to the planned deployment. […]

Microsoft (NasdaqGS:MSFT) announced plans to restructure its financial reporting and segment disclosures from fiscal 2027 to highlight AI and cloud activities. The company will consolidate operating segments and introduce new Azure specific disclosures to give investors clearer insight into its cloud performance. Management framed the overhaul as a way to better align financial reporting with Microsoft's growing focus on AI driven products and services. The new reporting format is expected...

One account legally strips taxes from contributions, growth, and withdrawals all at once, and most people who have it are leaving the compounding power almost entirely on the table. Three ETFs can fix that problem for good.

CrowdStrike's stock has soared past its rivals, but a look at the books shows a very different pecking order. Is the market seeing the future, or just a mirage.

Both software players are riding the AI wave, but PTC offers a clearer forward path with stronger growth and profitability, while Oracle asks investors to fund a massive, costly buildout.

A new bill aims to secure U.S. supply chains and elevate the Commerce Department to lead national quantum policy.

Microsoft's AI story is improving, but one crucial doubt remains

A historic split challenges the market's most powerful leadership trade

Quarterly sales become visible, but cloud profitability remains buried inside Microsoft's reorganized reporting structure.

Microsoft Gets Major Wall Street Vote as Stifel Lifts Target to $530

Hyperscalers are signing multi-year leases at a pace that is rewriting the income playbook, and three REITs are quietly collecting the rent on every server warehouse in the deal. The question is which one fits a portfolio built for the long haul.

Jim Cramer is calling the Magnificent Seven a generational buying opportunity, but the argument only holds for some of them, and getting that distinction wrong is an expensive mistake.

Nvidia sees a fast-changing landscape for artificial intelligence, and it’s wisely using its resources to stay on top.

The start-up nuclear company NuScale is applying specialized AI tools to its own workflows.

Nadella's run as Microsoft's CEO has been an incredible success.