Notícias
Apenas manchetes de alto sinal - eventos macro, resultados, M&A, regulatório. Listicles e clickbait de analistas filtrados por padrão. Atualizado a cada hora.

Microsoft Corp, the American Federation of Teachers (AFT) and the United Federation of Teachers (UFT) have agreed on a new “National AI Safety & Privacy Standard” for schools. The agreement, which was announced in a joint press release on Wednesday,...

REDMOND, Wash.— Asha Sharma had zero experience in videogames when Microsoft put her in charge of cleaning up its Xbox business. While videogames have never been more popular, Xbox isn’t growing. Its GamePass subscription service has fallen far short of projections.

Oracle's cloud and AI momentum is accelerating, with surging IaaS revenues, strong visibility and improving profitability supporting ORCL's growth.

Apple (AAPL) is selling iPhones and Macs faster than it can build them, but the number a holder should fear most is the gross margin underneath those sales. Leaving out tariff refunds, that margin fell in the June quarter and is guided lower again for the September quarter. Management puts both steps down to rising memory prices, while the stock's price-to-earnings multiple sits near the top of its 10-year range.

Anthropic and OpenAI are racing toward blockbuster IPOs with trillion-dollar valuations, but a rival they cannot sue, regulate, or outspend may already be eroding the foundation those numbers rest on.

Microsoft Corp. plans to more than triple its data center capacity to help overcome a computing shortage that has forced it to turn away some AI and cloud business. Bloomberg's Anurag Rana joins to discuss.

Adobe (ADBE) shares fell early Friday after the software maker provided a fiscal fourth-quarter reve

Michael Burry just closed his most prominent AI short, the kind of move that typically sparks a relief rally, yet CoreWeave kept falling. What that silence signals about the real debate gripping the cloud trade right now is worth understanding before Oracle reports tonight.

Microsoft (MSFT) runs the highest operating margin in its peer group and grows revenue faster than every rival there but one. Over the past twelve months its stock returned -0.5%, against 18.5% for the S&P 500 (SPY). At about $491.65 a share, it trades at 27.8 times earnings, second-richest in the group. Microsoft ranks first on profitability and fourth on the return, a gap worth explaining.

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.

The two companies have shared a new partnership.

Azure and Google Cloud are posting jaw-dropping growth numbers just as Treasury yields hit levels that have historically crushed high-multiple tech stocks. Whether Microsoft's fortress balance sheet or Alphabet's cheaper valuation wins this rate-scare showdown could determine which mega-cap compounds your portfolio through the turbulence.

📈 Follow our live markets data and coverage. Google co-founder Larry Page reportedly told employees that he’s “willing to go bankrupt rather than lose this race.” Amazon founder Jeff Bezos called AI an “industrial bubble” that’s seeing good and bad projects get funded, just like in the dot-com boom.

Harworth Group (LON:HWG) reported continued progress across its industrial, logistics and powered-land pipeline in the first half of 2026, while residential-market weakness and construction-cost inflation contributed to a decline in net development value per share. The company said it was currently

HELSINKI, Sept 9 (Reuters) - Alphabet's Google will invest at least €13 billion ($15.1 billion) in artificial intelligence infrastructure in Finland over the next two years, it said on Wednesday,

In a boost for Google stock, cloud computing chief Thomas Kurian says AI chip business is more than twice the size of its closest rival.

Oracle (ORCL) is reporting quarterly earnings results on Thursday. Bloomberg Intelligence senior technology credit analyst Robert Schiffman shares what investors should be keeping an eye on in the earnings print, especially from a debt-issuance perspective.

Arista Networks is rebounding from its 50-day moving average, offering a buying opportunity after an earnings beat in August.

Stock Market Today: The Dow Jones index falls Friday ahead of the August jobs report. Lululemon stock plunges 21% on earnings.

From an economic standpoint, the nation’s fiscal status has been turned upside down—from a federal budget swimming in surpluses to one deeply in deficit, despite the U.S. not being in recession or officially at war. Since then, the world has become even more dangerous, with the Iran war, Russia’s war on Ukraine, and China’s adventures in the Pacific. The Up & Down Wall Street written directly after the 9/11 attacks predicted a marked increase in spending for national security.

Meta Platforms Inc. (NASDAQ:META) CEO Mark Zuckerberg reportedly pushed back against a proposed national artificial-intelligence regulator during an August phone call with President Donald Trump, as the White House weighs a FINRA-style watchdog for frontier models. Zuckerberg Pushes Back On AI Watchdog According to a Politico report on Thursday, Trump called Zuckerberg during the week of Aug. 17. Zuckerberg said he opposed the proposal but did not ask Trump to change his position. Instead, he sa

Asian shares were mostly higher in early Friday trading, as regional market sentiment got a boost from the rally on Wall Street, mostly from big technology stocks. Japan's benchmark Nikkei 225 rose 0.6% in morning trading to 64,622.33. Hong Kong's Hang Seng jumped 2.1% to 25,751.26, while the Shanghai Composite added 0.8% to 3,973.27.

The stock market jumped above key levels Thursday, buoyed by Snowflake and dovish Fed comments. A Tesla Cybercab event and jobs report are on tap.

A federal judge confirmed Google runs an illegal monopoly in ad tech, then refused to break it up anyway. What that contradiction means for Alphabet investors depends entirely on what comes next.


