Apenas manchetes de alto sinal - eventos macro, resultados, M&A, regulatório. Listicles e clickbait de analistas filtrados por padrão. Atualizado a cada hora.
The company's backlog has quietly swelled to a record size. Remaining performance obligations finished at $638 billion, a figure that redefines its growth trajectory. This massive book of business, up 363%, was bolstered by signing $67 billion in AI infrastructure contracts in a single quarter.
The 587,980-square-foot approval advances a 300 MW New Jersey site tied to Nebius’ multibillion-dollar Microsoft infrastructure agreement, despite resident opposition and unresolved permitting questions around its on-site power system.
Azure just crossed $100 billion and Copilot is scaling fast, yet Microsoft shares sit flat on the year. One overlooked number buried in the earnings report could determine whether this stock doubles Wall Street's expected upside by 2027.
A line buried in Microsoft's cash flow statement that most investors skim past may reveal more about who holds power in the AI buildout than any revenue growth figure the company chooses to announce.
A Wall Street analyst slashed his Nebius price target by 30% and then reversed the entire cut just seven days later, and the reason has nothing to do with earnings. It all comes down to a single data center in New Jersey.
A bullish UBS note on Marvell's AI business landed Tuesday morning, and the stock still cratered 6%. The reason has nothing to do with silicon and everything to do with what happened in the bond market.
Oracle and Amazon just admitted their AI buildouts are burning cash faster than their core businesses can replenish it, and one of them has a balance sheet thin enough that a single delayed contract could force a reckoning.
Pershing Square Holdings, an investment holding company, released its second quarter 2026 investor letter. A copy of the letter can be downloaded here. Pershing Square is an alternative asset manager that primarily manages capital in publicly traded investment vehicles, with 98% of its capital structure dedicated to such assets, including Howard Hughes Holdings. This capital […]
ByteDance Ltd., the developer of TikTok, has attracted more than $30 billion of orders for its jumbo syndicated loan, people familiar with the matter said, indicating strong interest from lenders as the Chinese technology giant ramps up investments in artificial intelligence.
Both Microsoft and Alphabet are burning through AI capital at a scale that would cripple most companies, yet one of them just suspended buybacks and flipped to negative free cash flow. When the AI spending cycle turns, that difference matters enormously to investors.
Recent developments in the field of Cloud AI highlight a significant leap from experimental technology to a core component of economic infrastructure, driven by substantial private and public investments. A newly published report by BCC Research reveals that global AI investments reached $194 billion, with the U.S. leading in venture capital contributions, thus emphasizing the escalating global race for AI leadership. Enterprise adoption rates are rising, particularly in sectors like BFSI,...
Billionaire hedge fund manager David Tepper just filed his latest 13F, and the moves inside reveal a calculated reshuffling of billions across the biggest names in AI infrastructure. One major trim and one complete exit signal something worth understanding before you assume he is simply buying the AI boom.
Investing.com -- Mega-cap technology stocks remain under-owned by active institutional investors relative to their weighting in the S&P 500, and that gap widened in the second quarter, according to Morgan Stanley’s latest large-cap institutional ownership tracker. The analysis covers 28 large-cap technology companies within Morgan Stanley’s U.S. technology equity research coverage.
SpaceX doesn’t waste any time developing rockets, launching satellites, or making big moves to build its AI business. The purchased company is essentially an AI software development tool. A user can tell Cursor to develop, say, a touch screen-based user interface.
S&P Global (NYSE:SPGI) expanded its collaboration with Microsoft to bring AI ready data and analytics into Microsoft 365 Copilot workflows. The integration is designed to give clients access to S&P Global's proprietary intelligence directly inside familiar Microsoft 365 tools. The move aims to streamline financial analysis, company research and benchmarking tasks for enterprise users. This partnership supports S&P Global's focus on AI native experiences and deeper integration of its Market...
A prolonged delay would have affected Nebius’ ability to bring capacity online for Microsoft on schedule.
(Updates with additional details in the sixth, seventh, and eighth paragraphs.) Nvidia (NVDA) sai
The phase-out was originally scheduled for February 2027.
Microsoft and AMD are deepening their relationship.
A number of stocks fell in the afternoon session after Bloomberg reported that Anthropic’s preliminary second-quarter revenue topped $11.5 billion.
A number of stocks fell in the afternoon session after Bloomberg reported that Anthropic’s preliminary second-quarter revenue topped $11.5 billion.
A number of stocks fell in the afternoon session after Bloomberg reported that Anthropic’s preliminary second-quarter revenue topped $11.5 billion.
Take-Two Interactive Software, Inc. has reported past first-quarter 2026 results, with sales of US$1,422.8 million, revenue of US$1,533.9 million and a wider net loss of US$34.1 million, while also issuing guidance for a second-quarter net revenue range of US$1,420 million to US$1,470 million and a full-year 2027 outlook that now includes a small net profit. The combination of rising top-line revenue alongside a guided shift from quarterly losses to modest full-year profitability gives...
When an AI agent deletes hundreds of emails from a senior executive’s inbox, the fallout is immediate. In February 2026, that exact scenario involving Summer Yue, Director of Alignment at Meta Superintelligence Labs, triggered an industry-wide blacklist of the OpenClaw framework by Meta, Google, Microsoft, and Amazon. The failure, which occurred during context window compaction […]
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