Notícias

Microsoft will provide more visibility into its Azure cloud-computing business with its new reporting structure.

Microsoft is rejiggering its financial reporting—and while some of the changes will lead to more transparency, others will do the opposite. On the bright side, after years of complaints by investors, Microsoft will finally report revenue in actual dollars for Azure, its flagship cloud platform and primary growth engine. After the market closed on Wednesday, it also released Azure revenue figures for the last eight quarters, under a newly narrowed definition of Azure that no longer includes certain coding tools, security software and specialized apps.

Andvari Associates, an investment management firm, released its second-quarter 2026 investor letter. The letter can be downloaded here. Andvari’s portfolio has performed strongly in the quarter, highlighted by Constellation Software’s 19.9% revenue growth and its plans to spend on acquisitions in 2026. The company is also focusing on AI tools to enhance productivity and customer […]

Amazon-backed (AMZN) Anthropic is supporting AI-safety language in a Massachusetts Senate bill that

Not all Dividend Aristocrats are created equal, and three companies spanning payroll processing, supplemental insurance, and integrated energy have quietly stacked 25-plus years of annual raises through completely different cash engines.

On August 24, ePlus (NASDAQ:PLUS) announced it had completed the acquisition of the assets of Daymark Solutions, a Massachusetts-based IT services provider, with the deal having closed three days earlier on August 21. The announcement landed three weeks after the company posted first-quarter fiscal 2027 results on August 4, showing sales climbing even as profit […]

For years, enterprise security has been a game of perimeter defense and identity management. But as companies move from simple chatbots to autonomous AI agents – software that can execute tasks, access data, and make decisions on behalf of a user – the old playbook is fraying. The recent $100M Series B funding for Austin-based […]

Microsoft just pulled Azure out from behind years of bundled reporting, and what the numbers reveal about its real competition changes the entire investment thesis for MSFT shareholders.

Moonshot AI has confidentially filed for a Hong Kong IPO that could raise about $3 billion, Reuters reported Thursday, citing people familiar with the matter. The Kimi developer is also in talks with Microsoft Corp. (NASDAQ:MSFT), Amazon.com Inc. (NASDAQ:AMZN) and...

Microsoft and Meta just locked in nuclear power for decades, and the contracts are reshaping how the entire supply chain gets valued. Three very different companies sit between those deals and your portfolio, and treating them as one trade could cost you.

“I’ve never seen anything like it in any area in over 40 years.”

Every payday I hit buy on Alphabet, and the valuation signal I keep seeing in a business this size is the kind of setup that makes me wonder why the crowd is still looking elsewhere.

AMD and Intel both posted blockbuster data center quarters, but one company is bleeding billions from its own factories while the other signs gigawatt GPU deals with Anthropic and Microsoft. The gap between their margin stories reveals which x86 giant is actually winning the AI era.

AWS revenue has been disclosed since 2015, Google Cloud since 2020

Stock Market Today: The Dow Jones index rises Thursday as Treasury yields fall. Broadcom stock dives on earnings.

Total Q1 revenue guidance remains $89.85 billion to $90.95 billion

Microsoft says it will reorganize its reporting structure from three segments into two: Agents and Infra, and Devices and Consumer.

The company is moving from three segments to two, and will disclose Azure cloud revenue on a quarterly basis for the first time

Microsoft stock looks cheap at current levels.

Anthropic is racing toward an IPO with a headline revenue number that will likely look bigger than that of its rival, OpenAI.

On September 1, Rezolve AI (NASDAQ:RZLV) reported first-half revenue of $130.8 million, up from just $6.3 million a year earlier, a jump of roughly 1,970%. The AI commerce and payments company also said its enterprise customer base grew to 1,640 accounts. Numbers like that demand attention, but the same report showed losses widening even faster […]

BorgWarner recently released its 2026 “Powering Tomorrow” Sustainability Report and received supportive analyst commentary on its earnings base and product portfolio, while Vice President Isabelle McKenzie sold 4,500 shares in August 2026 and retained 53,328 shares valued at about US$3.70 million. The company’s emphasis on emissions reduction, supplier engagement, and employee development, together with analysts highlighting its durable earnings profile, underlines how sustainability...

Ford Motor recently named Dave Carroll as president of Ford Energy, succeeding retiring executive Lisa Drake, while also pushing to expand Ranger pickup truck sales for military use across NATO countries. This combination of leadership change in Ford’s energy unit and a broader push into defense-focused vehicle sales highlights how the company is broadening its business mix beyond traditional consumer autos and powertrains. Next, we will examine how Ford’s NATO-focused Ranger expansion could...

China’s fast-rising AI models are combining strong performance with lower costs and greater accessibility, raising the stakes for U.S. AI leaders.

A powerful cloud trend is reshaping Microsoft’s investment case.

Dell Technologies tops the S&P 500 following robust quarterly earnings.

Microsoft used to publish only the percentage growth rate for its Azure cloud computing division, its key growth driver.

Investing.com -- Microsoft Corporation (NASDAQ:MSFT) on Wednesday announced plans to begin disclosing standalone quarterly sales figures for its Azure cloud unit, answering years of Wall Street demands for greater transparency into its core growth engine. The financial reporting change comes alongside the software giant’s first major reorganization of its reportable business segments since 2015, set to take effect with its fiscal first-quarter results this fall. Under the updated structure detai

The comparison sounds reassuring. The number it leaves out is the one Wisconsin keeps asking about.

Microsoft is changing its reporting structure from three segments to two — Agents and Infra and Devices and Consumer — as the company responds to changes brought about by artificial intelligence.