Notícias

Microsoft Corp (NASDAQ:MSFT)'s fiscal fourth quarter results will be a key test of the company's AI execution, with Azure growth, AI infrastructure spending and Microsoft 365 Copilot adoption expected to be the main focus when the software giant reports, according to Bank of America...

IREN Ltd. snapped a seven-day losing streak on Monday, surging as much as 21 percent in intra-day trading to $40.77, as investors drew excitement from its higher annualized run-rate revenue (ARR) target of $4 billion. Initially targeted at $3.7 billion, IREN Ltd. (NASDAQ:IREN) said that the increase followed the bagging of $2.8 billion worth of […]

The next "Magnificent Seven" stocks won't be the "Mag 10," Citi analysts say: Watch these "Growth Industry" sectors instead.

AMD Scores Major Microsoft AI Win. The Stock Is Climbing.

Wall Street keeps punishing Amazon over a $200 billion capex number, but there is a figure buried in the company's own filings that makes that fear look completely backwards.

Moonshot AI introduced Kimi K3 on July 17 as fresh “evidence” that Chinese developers could approach the AI frontier at lower advertised prices. Within days, demand pushed its GPU clusters close to capacity, forcing it to pause new consumer subscriptions. Something very similar had happened when the Chinese DeepSeek V3 was released. It had suffered […]

Boosted by demand among top funds and partnerships with Amazon, Google and Microsoft, Twilio eyes a breakout.

The Magnificent Seven will again reign supreme over S&P 500 earnings, but their dominance is fading. As second-quarter earnings reports start to flow in, analysts expect the Magnificent Seven companies to grow earnings by a combined 31.1%. The other 493 S&P 500 companies are expected to increase earnings 22.8%, FactSet Senior Earnings Analyst John Butters wrote in a report.

Iren Stock Pops 15% on Massive AI Contract Haul With Microsoft, Nvidia Customers

The parabolic AI trade has sent many chip stocks to the moon, as investors have bet that hyperscalers such as Google, Microsoft, Amazon, and Meta will continue to aggressively expand AI capital expenditures. However, the rally now faces significant headwinds, with valuation and revenue sustainability concerns resurfacing amid rising competition from cheaper Chinese models. The […]

Shares of computer processor maker AMD (NASDAQ:AMD) jumped 3% in the morning session after the company announced an expanded partnership with Microsoft to deploy its next-generation hardware for artificial intelligence model inference on Microsoft Azure. As part of the agreement, Microsoft planned to deploy the AMD Helios Rackscale Solution, a system that combined AMD's processing chips with networking and software in an open platform, to power its AI workloads. The positive sentiment was furthe

AMD stock rose more than 3% on Monday.

Microsoft sits 37% below the price needed to reclaim the $4 trillion club, yet Wall Street is nearly unanimously bullish and one key date could change everything for patient shareholders.

It's time to retire the group name as the AI revolution creates new power players.

Here is a way to collect and generate upfront income today from one of the market's biggest names while establishing an opportunity to buy shares below current prices.

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The rack-scale system already has Meta, OpenAI and Oracle committed

The company raised its year-end AI Cloud run-rate revenue target to more than $4 billion, with 85% now under contract

Andy Jassy is pouring roughly $200 billion into data centers while free cash flow craters, and that tension between brutal near-term spending and a looming AI billing inflection is exactly why one investor keeps hitting buy.

Microsoft plans to deploy AMD's Helios platform across Azure for large-scale AI workloads.

Microsoft (MSFT) investors will be watching capital expenditure levels, growth of the Azure business

The market is offering a software giant’s immense cash flow at a steep discount, forcing investors to decide if the price reflects a temporary problem or a permanent one.

Jefferies Sees Major AMD AI Catalyst as Customer Announcements Loom

GitLab adds governed agentic AI, security fixes and workflow tools as enterprise adoption supports strong revenue growth.

FDVV owns Nvidia, Apple, and Microsoft at the top of a fund marketed as a dividend play, and that unusual construction forces a real choice between tech-driven compounding and the straightforward income that cheaper rivals promise.

Microsoft Corp (NASDAQ:MSFT) and Advanced Micro Devices Inc (NASDAQ:AMD, XETRA:AMD) have announced an expanded strategic partnership focused on deploying AMD’s next-generation AI infrastructure across Microsoft Azure, including the rollout of AMD’s Helios rack-scale systems to support...

AWS just posted its fastest growth in 15 quarters while Amazon commits to a staggering AI bet that could either cement its dominance or crush its free cash flow, and the July 30 earnings report will force the market to pick a side.

AMD stock rallied Monday after the chip giant announced an expanded AI partnership with technology giant Microsoft.

IREN (NasdaqGS:IREN) announced new multi year AI Cloud contracts with leading technology companies, including Microsoft and NVIDIA. The company raised its annualized run rate revenue guidance linked to these agreements. Large prepayments tied to GPU capital expenditure have improved IREN’s cash position. For investors watching IREN at a share price of $33.62, these fresh AI Cloud contracts mark a significant update in the company’s story. The stock is up 85.2% over the past year and has...