Apenas manchetes de alto sinal - eventos macro, resultados, M&A, regulatório. Listicles e clickbait de analistas filtrados por padrão. Atualizado a cada hora.
AWS just posted its fastest growth in 18 quarters while Amazon burns through billions in capex, and that tension is exactly what makes the next 12 months so pivotal for shareholders.
John Ternus steps into the CEO role at Apple with the stock near a record high, but the hardware event eight days away demands something far harder than a good quarter: a convincing answer to why the iPhone stays at the center of computing when AI agents start replacing the apps on it.
The Gates Foundation's top holdings are slow-and-steady growers with wide moats.
Be wary of chasing the coding platform’s recent rally, with shares already up 46% over the past three months.
Microsoft stock is approaching its 21-day moving average after breaking out of a cup base at a buy point of 466.32.
Microsoft’s next major AI constraint may be measured in turbines rather than processors. On June 22, Microsoft Corporation (NASDAQ:MSFT) entered a 20-year power purchase agreement with Energy Forge One LLC, a wholly owned subsidiary of Chevron Corporation (NYSE:CVX), for a planned West Texas data-center project. The Kilby development targets 2.67 gigawatts of generation, with initial […]
Gates warns AI could erase entry- and mid-level careers within a decade. Here's how to prepare your finances.
Microsoft Corporation (NASDAQ:MSFT) reported its Q42026 results on July 29, beating top and bottom lines driven by robust cloud and infrastructure demand. On September 1, BofA Securities analyst Tal Liani raised the price target on the stock to $600.00 (from $500.00) while maintaining a Buy rating, asserting that the tech giant’s massive spending has begun translating […]
Broadcom might be the biggest winner from the AI-chip craze after Nvidia with a growing roster of large customers and $100 billion of revenue projected for that segment of its business in its next fiscal year. Broadcom came into the AI boom as a hodgepodge of chip and software businesses assembled by Chief Executive Hock Tan. Google changed the game at the boom’s outset.
Be wary of chasing the coding platform’s recent rally, with shares already up 46% over the past three months.
Microsoft Corp. co-founder Bill Gates said in an interview on Friday that he would never use cryptocurrencies to diversify away from the dollar. ‘Mania-Driven Asset’ During an interview with APT News, Gates was asked if he were “forced” to move...
Among Nvidia, Apple, Alphabet, Microsoft, Amazon, Meta Platforms, and Tesla, there are two bona fide bargains being fueled by the artificial intelligence (AI) revolution.
Goldman Sachs added Adyen, RWE, and Talanx to its September European stock picks, with Adyen drawing a 77% upside call.
Anthropic’s annualized revenue run rate topped $65 billion in July, seven times its year-ago level.
Investors are considering higher losses, unchanged guidance, and possible growth from major business partnerships.
Global data center spending is set to reach $31.6 trillion through 2050 to meet the world’s growing appetite for AI, an investment boom with no precedent in history, according to PricewaterhouseCoopers LLP.
MongoDB stock slid late Tuesday, after the database software company reported fiscal second quarter results.
Microsoft Corp (NASDAQ:MSFT)'s accelerating cloud growth, improving AI efficiency and greater visibility into investment returns prompted Bank of America to raise its price objective on the stock. The bank's new target of $600, up from $500, is based on 28 times its calendar year 2027...
Microsoft (MSFT) has extended its collaboration with HUMAIN, planning an AI productivity bundle that pairs HUMAIN ONE with Microsoft 365 Copilot and IQ capabilities for up to one million enterprise users across the Middle East and Africa. Against this backdrop of new AI partnerships, Microsoft’s share price has shown firm upward momentum, with a 30 day share price return of 9.16% and a 90 day share price return of 14.95%. The 3 year total shareholder return of 57.97% points to stronger longer...
Amazon's e-commerce empire quietly rivals some of the world's largest corporations, yet investors keep treating it as the boring half of the business. Understanding what each division is actually worth changes everything about how you see the stock.
Shares fell to $502.59 as rising bond yields raised the return bar for Microsoft's massive AI infrastructure investments.
Alphabet's cloud business just posted growth numbers that look more like a startup than a mega-cap, yet the stock still trades at a forward multiple that suggests the market hasn't noticed. Here's what the bears are missing.
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