Notícias

In its fiscal 2026 second quarter, Core & Main, Inc. reported higher year-on-year sales of US$2,145 million and net income of US$144 million, reaffirmed full-year guidance for US$7.80–US$7.90 billion in net sales, accelerated share repurchases under its existing program, and highlighted a more active acquisition pipeline progressing to letters of intent. A key insight from these updates is management’s emphasis on using a strong balance sheet and cash generation to fund both M&A aimed at...

Intel (INTC) and SK Hynix (SKHY) have been among this week's hottest semiconductor stocks as investors react to reports that the companies are exploring partnership opportunities.

Salesforce just unveiled Koa, its first homegrown AI model built for CRM reasoning, but a gap between launch and availability raises a pointed question: can a model nobody can buy yet actually move the stock?

Meta Platforms surged far past its mega-cap peers in a single month while the broader tech sector sat flat, and now shareholders face a decision that hinges entirely on how you read what the July earnings report actually said about the business.

Oracle is sliding hard on a day when its cloud rivals are barely flinching, and the reason behind that split tells investors something important about where the real pressure on ORCL stock is coming from.

One company is growing at a pace that is almost impossible to find in semiconductors. The other has reinvented itself as a contracted AI infrastructure play with billions in guaranteed revenue.

Palantir Technologies (PLTR) grew revenue faster over the past twelve months than every company in its peer group, and only one company in that group earns a wider operating margin. Palantir also carries the group's highest earnings multiple. Over those same twelve months the stock returned less than the S&P 500. The operational lead is evident, but current market valuations appear to price in much of that outperformance.

Coinbase Global (NASDAQ: $COIN) has filed for regulatory approval to list perpetual futures tied to individual larg...

The stock market aced two big tests this week. Things got weird when CNBC’s Steve Liesman asked Warsh where the federal-funds rate is relative to the so-called neutral rate—the policy rate that is neither accommodative nor restrictive.

Artificial intelligence has come under renewed scrutiny. But this AI stock is eyeing an entry amid bullish support as profits pop.

Commercial momentum is easing fears of an AI slowdown.

AI spending is reshaping how investors value tech giants

Snowflake (SNOW) has returned about 53% over the past year, and its product revenue growth has accelerated for three straight quarters. In early September, the company cut its fiscal 2027 non-GAAP product gross margin guide by a point, to 74%, pointing to a heavier mix of fast-growing AI workloads that carry a lower contribution margin. So what happens to the stock if that mix keeps shifting.

Karandeep Anand, head of Character.AI, will report directly to Disney CEO Josh D’Amaro, who has made tech a focus.

Salesforce’s new AI layer could change how millions of workers access company data, and Benioff made sure Microsoft heard about it.

Broadcom, Meta Platforms, and Microsoft are all trading close to flat for the year.

Long before Pope Leo voiced concerns about AI, tech leaders actually warned about 'AI extinction risks.' What's at stake now that fears are spreading.

Microsoft's accelerating cloud growth and NVIDIA's unmatched hardware dominance in the AI era mean investors are getting rock-solid earnings power at multiples that look very reasonable relative to their long-term growth trajectories.

NOK expands its Microsoft partnership to build an AI-ready data foundation, helping telecom operators automate network operations.

MSFT's cloud and AI momentum, broad enterprise adoption and durable growth outlook give investors reasons to hold despite its 31.2% surge.

One training choice could complicate future AI control

Alphabet surged Friday while Meta and Microsoft both slipped into the red, leaving traders to figure out whether one mega-cap is breaking away from the pack or simply catching a wave that has nowhere structural to stand.

Morning Brief host Julie Hyman sits down with Yahoo Finance Breaking Business News Reporter Jake Conley and Washington Crossing Advisors senior portfolio manager Chad Morganlander to discuss the latest updates with the New York Times's (NYT) lawsuit against OpenAI (OPAI.PVT) and Microsoft (MSFT).

Oracle's AI backlog is exploding while its stock has been cut nearly in half, and that contradiction is forcing a fundamental question about whether Wall Street has this completely backwards.

Polls show most Americans want data centers out of their neighborhoods, yet millions of retirement savers are quietly funding the same buildout they oppose. The connection runs through something almost nobody checks: their bond fund.

Microsoft (MSFT) stock has returned about 32% since mid-June 2026. The S&P 500 returned about 3% over the same window, and peers moved in both directions: Alphabet fell 4.5% while Apple returned 14.0%. Neither came close to Microsoft, so this was not a sector tide. It was one company, and Microsoft had spent three quarters explaining out loud how internal capacity allocation decisions had constrained Azure's reported growth.

CRWV's $104.2B backlog and surging AI demand support strong growth visibility, but heavy capex, rising interest costs and execution remain key tests.

Microsoft (MSFT) has been one of the stocks most watched by Zacks.com users lately. So, it is worth exploring what lies ahead for the stock.

The names are not surprising. What is surprising, however, is just how big these companies have become, and how fast.

Expanse has secured $5.3 million in seed funding to advance its AI infrastructure software, which is designed to enhance resource allocation efficiency in AI workloads. The platform predicts the exact computational resources needed before AI tasks are executed, thereby minimizing over-allocation and optimizing GPU, CPU, and memory usage. This development addresses critical inefficiencies, as industry estimates indicate significant percentages of cloud expenditures are wasted due to...