Argentina Software - Infrastructure news

19:45 12 Aug 2026

finance.yahoo.com Market update Main company 🇦🇷 Argentina

Michael Burry adds to Nvidia and Palantir shorts while loading up on Molina Healthcare, which is down 54% from its high

Jim Spellman/WireImage Michael Burry, who was made famous by The Big Short, is doubling down on his bearish bets against some of the market's biggest AI and infrastructure names, while simultaneously increasing his investment in a healthcare company he has repeatedly argued is undervalued. …

PLTR main company ORCL mentioned

Sharemaestro market context Price above Trend Line 52 weeks +14.4% · Next-week setup positive 60.3%

19:44 12 Aug 2026

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Shopify Inc. (SHOP) Soars as Jim Cramer Applauds AI-Driven Business Formation

Software platforms faced selling pressure due to concerns that generative AI tools would replace traditional software architectures. However, Shopify Inc. (NASDAQ:SHOP) broke away from sector headwinds after second-quarter financial results showed AI tools driving business formation rather than displacing its e-commerce infrastructure. Because Shopify …

MSFT mentioned

Sharemaestro market context Trend signal started 52 weeks +15.4%

19:25 12 Aug 2026

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Bloom Energy Says It's Now "The Standard for AI Onsite Power." Here's What That Means for the Stock.

Key Points Bloom Energy offers ways for artificial intelligence data centers to generate their own electricity, rather than remain dependent on local utility companies. Its solution isn't quite as mainstream as CEO KR Sridhar recently described it as being. There's no denying Bloom's fuel …

ORCL mentioned

Sharemaestro market context Price below Trend Line 52 weeks -27.8%

19:05 12 Aug 2026

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Nvidia (NVDA) Stock Trades Down, Here Is Why

What Happened? Shares of leading designer of graphics chips Nvidia (NASDAQ:NVDA) fell 2.1% in the afternoon session after investors grew concerned about a massive $500 billion financing plan for AI infrastructure and rising competition from major customers. The chipmaker is reportedly working with financial …

MSFT mentioned

Sharemaestro market context Trend signal started 52 weeks +15.4%

18:49 12 Aug 2026

finance.yahoo.com Earnings Main company 🇦🇷 Argentina

SpaceX, Nebius, Palantir, Super Micro, Quantinuum, Wendy’s, and More Stocks That Explain Today’s Market

Nebius soars as the so-called neocloud reports better-than-expected second-quarter results, while fellow neocloud company CoreWeave posts a narrower quarterly loss, sending the stock up sharply. Continue Reading

PLTR main company

Sharemaestro market context Price above Trend Line 52 weeks +14.4% · Next-week setup positive 60.3%

18:23 12 Aug 2026

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Microsoft Stock Drops While Maia Chip Ambitions Expand

This article first appeared on GuruFocus. Microsoft (NASDAQ:MSFT), the software giant behind Azure, fell approximately 1.9% Wednesday morning as investors zeroed in on a potentially important new weapon in its AI race: Microsoft's own chips. Barron's reported that another Maia processor could arrive as …

MSFT main company

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18:22 12 Aug 2026

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Stocks Settle Lower Ahead of Wednesday’s CPI Report

The S&P 500 Index ($SPX) (SPY) closed down -0.32% on Tuesday, the Dow Jones Industrial Average ($DOWI) (DIA) closed down -0.34%, and the Nasdaq 100 Index ($IUXX) (QQQ) closed down -0.33%. September E-mini S&P futures (ESU26) fell -0.35%, and September E-mini Nasdaq futures (NQU26) …

ORCL mentioned MSFT mentioned

Sharemaestro market context Price below Trend Line 52 weeks -27.8%

18:22 12 Aug 2026

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Berkshire Hathaway Stock Drops as Buyback Rally Loses Steam

This article first appeared on GuruFocus. Berkshire Hathaway (NYSE:BRK.A) (NYSE:BRK.B), the giant built across insurance, railroads, energy and manufacturing, dropped approximately 1.4% Wednesday morning. But don't let the red screen tell the whole story. Berkshire had just raced to its highest level since Greg …

MSFT mentioned

Sharemaestro market context Trend signal started 52 weeks +15.4%

18:21 12 Aug 2026

finance.yahoo.com Earnings Main company 🇦🇷 Argentina

Palantir Technologies Inc. (PLTR) vs. BigBear.ai Holdings, Inc. (BBAI): Palantir’s “Otherworldly” Quarter Sends Shares Soaring 30%

Palantir Technologies Inc. (NASDAQ:PLTR) stock jumped 29.5% Tuesday, which was its second-best day ever after the company posted what CEO Alex Karp called an "otherworldly" second quarter. Revenue beat estimates, and growth happened quickly instead of slowing. Palantir raised its full-year guidance again. Why …

PLTR main company

Sharemaestro market context Price above Trend Line 52 weeks +14.4% · Next-week setup positive 60.3%

18:19 12 Aug 2026

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Tencent Stock Drops 4.3% as AI Capex Jumps 66%

This article first appeared on GuruFocus. Tencent Holdings (TCEHY), the Chinese internet powerhouse behind Weixin, gaming, advertising and cloud services, reported a quarter that showed exactly why investors are both excited and nervous about its AI push. Second-quarter revenue jumped 11% to 204.8 billion …

MSFT mentioned

Sharemaestro market context Trend signal started 52 weeks +15.4%

18:09 12 Aug 2026

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Palo Alto Networks (PANW) Stock Is Up, What You Need To Know

What Happened? Shares of cybersecurity platform provider Palo Alto Networks (NASDAQ:PANW) jumped 4.3% in the morning session after reports surfaced that autonomous AI agents built by OpenAI and Anthropic engaged in real-world hacking sprees, prompting House Democrats to demand congressional hearings for AI executives. …

PLTR mentioned

Sharemaestro market context Price above Trend Line 52 weeks +14.4% · Next-week setup positive 60.3%

18:01 12 Aug 2026

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Why Is CrowdStrike (CRWD) Stock Rocketing Higher Today

What Happened? Shares of cybersecurity platform provider CrowdStrike (NASDAQ:CRWD) jumped 5.2% in the afternoon session after reports surfaced that autonomous AI agents built by OpenAI and Anthropic engaged in real-world hacking sprees, prompting House Democrats to demand congressional hearings for AI executives. The latest …

PLTR mentioned

Sharemaestro market context Price above Trend Line 52 weeks +14.4% · Next-week setup positive 60.3%

17:45 12 Aug 2026

finance.yahoo.com Earnings Main company 🇦🇷 Argentina

Michael Burry Just Shorted Palantir Again -- He Thinks It's Headed Below $1

Michael Burry rose to prominence as one of the hedge fund managers who foresaw the 2007-2009 housing market collapse, a prediction later detailed in the book and feature film The Big Short. That one correct call effectively cemented his reputation as a skilled short-seller, …

PLTR main company

Sharemaestro market context Price above Trend Line 52 weeks +14.4% · Next-week setup positive 60.3%

17:38 12 Aug 2026

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Norway's Wealth Fund Reveals $1.2 Billion SpaceX Stake

This article first appeared on GuruFocus. Elon Musk's space and artificial intelligence company, Space Exploration Technologies Corp. (SPCX, Financials), has a new high-profile shareholder.Norway's $2.3 trillion sovereign wealth fund declared a 0.05% investment in SpaceX valued at just over $1.2 billion, the first time …

MSFT mentioned

Sharemaestro market context Trend signal started 52 weeks +15.4%

17:30 12 Aug 2026

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Norway $2.3 Trillion Wealth Fund Posts Record-High Profit in H1

The world's biggest sovereign wealth fund, Norway's $2.3-trillion Government Pension Fund Global, posted a record-high profit of $185 billion for the first half of 2026, as Asian technology stocks boosted its returns and profit on the portfolio. Norway's Government Pension Fund Global (GPFG), which …

MSFT mentioned

Sharemaestro market context Trend signal started 52 weeks +15.4%

17:06 12 Aug 2026

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Stocks making the biggest moves midday: Wendy's, H&R Block, Quantinuum, CoreWeave, Cava & more

Check out the companies making the biggest moves midday: Wendy's — The fast food chain jumped 13% after The Financial Times reported, citing sources, that Nelson Peltz' Trian Fund Management was preparing a bid to take the company private. National Vision — Shares of …

PLTR mentioned

Sharemaestro market context Price above Trend Line 52 weeks +14.4% · Next-week setup positive 60.3%

16:41 12 Aug 2026

finance.yahoo.com Market update Provider-linked mention 🇦🇷 Argentina

Tech just got cheaper - what it means for the bull market

In today's Chart of the Day, Yahoo Finance Markets & Data Editor Jared Blikre breaks down the tech market's latest reset, why valuations are becoming more attractive even as earnings remain strong, and what it could mean for the broader bull market heading into …

MSFT mentioned

Sharemaestro market context Trend signal started 52 weeks +15.4%

16:32 12 Aug 2026

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Global Artificial General Intelligence (AGI) Market Report 2026–2033: Evaluating Foundation Models, Autonomous Agents, and Market Strategies of OpenAI, Meta, Google, xAI, and NVIDIA

Company Logo Accelerating technical breakthroughs highlighted by OpenAI's and Microsoft's autonomous agent rollouts, DeepSeek's open-weights architecture disruptions, xAI's compute expansions, and Meta's open multimodal research—are propelling the global artificial general intelligence market toward a projected $1.55 billion by 2033. This 150-page study delivers an …

MSFT mentioned

Sharemaestro market context Trend signal started 52 weeks +15.4%

16:28 12 Aug 2026

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omain-Specific LLM Platforms Market Report 2026–2033: Evaluating Custom Fine-Tuning, RAG Architectures, and Market Shares of Microsoft, Google, NVIDIA, and IBM

Company Logo Accelerating shift from general-purpose AI to industry-tailored solutions—highlighted by Microsoft's clinical AI advancements, Google's expanded Vertex AI vertical models, NVIDIA's domain-specific NIM microservices, and IBM's compliance-driven Granite LLMs—is propelling the global domain-specific LLM platforms market toward a projected $15.54 billion by 2033. …

MSFT mentioned

Sharemaestro market context Trend signal started 52 weeks +15.4%

16:18 12 Aug 2026

finance.yahoo.com Earnings Main company 🇦🇷 Argentina

Does Palantir’s Agentic Moat Finally Justify Its Premium Valuation Multiple?

Quick Read Palantir's ontological moat and AIP bootcamp strategy make it an early leader in high-margin agentic AI software adoption. At 150x trailing P/E, Palantir's valuation looks stretched, and Dr. Michael Burry warns frontier AI labs could disrupt its edge. It sounds nuts, but …

PLTR main company

Sharemaestro market context Price above Trend Line 52 weeks +14.4% · Next-week setup positive 60.3%

16:11 12 Aug 2026

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Nebius Jumps 20% Days After Michael Burry Said His AI Shorts Were Like ‘Shooting Fish in a Barrel’

Benzinga and Yahoo Finance LLC may earn commission or revenue on some items through the links below. Nebius Group N.V.(NASDAQ:NBIS) shares jumped over 20% Wednesday, days after Michael Burry disclosed a short position, as the AI infrastructure company said the expected payback period on …

ORCL mentioned

Sharemaestro market context Price below Trend Line 52 weeks -27.8%

16:00 12 Aug 2026

finance.yahoo.com Earnings Main company 🇦🇷 Argentina

Oracle vs SMCI: Two AI Buildout Bets, One Big Catch

Quick Read Oracle's $638B backlog and Supermicro's doubled gross margin signal AI strength, but both companies burned billions in cash during FY2026. Oracle's chip-neutral multicloud strategy embeds datacenters inside AWS, Google, and Microsoft, while Supermicro's export-control review remains its biggest overhang. Oracle's 36% operating …

ORCL main company

Sharemaestro market context Price below Trend Line 52 weeks -27.8%

16:00 12 Aug 2026

finance.yahoo.com Market update Main company 🇦🇷 Argentina

Microsoft Corporation (MSFT) vs. Meta Platforms, Inc. (META): Two Different Bets Behind Big Tech’s $1 Trillion Lease Bill

On August 4, Reuters reported that Microsoft Corporation (NASDAQ:MSFT), Meta Platforms, Inc. (NASDAQ:META), Oracle, Amazon, and Alphabet have together committed roughly $1.09 trillion in future lease payments for facilities that haven't even opened yet, mostly AI data centers. Microsoft's own pipeline is the largest …

MSFT main company ORCL mentioned

Sharemaestro market context Trend signal started 52 weeks +15.4%

15:43 12 Aug 2026

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ArcelorMittal (MT) vs. Microsoft Corporation (MSFT): A Steel Giant Bets Its Future on Azure

On August 3, 2026, Reuters reported that Steelmaker ArcelorMittal S.A. (NYSE:MT) is expanding its partnership with Microsoft Corporation (NASDAQ:MSFT). It is adding Microsoft Fabric, Purview, and Foundry to its Azure-based "Cloud First, Data Centric" strategy, aiming to modernize its IT systems and embed AI …

MSFT mentioned

Sharemaestro market context Trend signal started 52 weeks +15.4%

15:29 12 Aug 2026

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Quantinuum Stock Heads for Record Following First Earnings Report Since IPO

Quantinuum topped analysts’ estimates in its first quarterly report as a public company, but the real story may not be in the numbers. As an early-stage company, Quantinuum’s revenue is heavily tied to individual contracts and milestone deliveries. The company “delivered a strong first …

ORCL mentioned

Sharemaestro market context Price below Trend Line 52 weeks -27.8%

15:15 12 Aug 2026

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Alacriti Ranked in Top 150 Financial Services Companies on the Inc. 5000 List

Alacriti Fueled by Customer Success and Innovation, Alacriti Earns a Spot on Inc.'s List Of Fastest-Growing Private Companies BRIDGEWATER, N.J., Aug. 12, 2026 (GLOBE NEWSWIRE) -- Alacriti, a leading provider of cloud-based payment technology and money movement solutions, announced its rank in the top …

ORCL mentioned MSFT mentioned

Sharemaestro market context Price below Trend Line 52 weeks -27.8%

15:07 12 Aug 2026

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Zacks Investment Ideas feature highlights: Archer Aviation, Boeing, Palantir, NVIDIA, SpaceX and United Airlines

For Immediate Release Chicago, IL – August 12, 2026 – Today, Zacks Investment Ideas feature highlights Archer Aviation ACHR, Boeing BA, Palantir PLTR, NVIDIA NVDA, SpaceX SPCX and United Airlines UAL. Archer Aviation: Ready for Takeoff? Zacks Rank #2 (Buy) company Archer Aviation is …

PLTR mentioned

Sharemaestro market context Price above Trend Line 52 weeks +14.4% · Next-week setup positive 60.3%

15:01 12 Aug 2026

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Zacks Investment Ideas feature highlights: SpaceX, Meta, Palantir, Snowflake, Alphabet, AT&T and T-Mobile

For Immediate Release Chicago, IL – August 12, 2026 – Today, Zacks Investment Ideas feature highlights Space Exploration Technologies SPCX, Meta Platforms META, Palantir PLTR, Snowflake SNOW, Alphabet GOOGL, AT&T T and T-Mobile TMUS. Beyond Space: AI Compute & Starlink Drive SpaceX Growth The …

PLTR mentioned

Sharemaestro market context Price above Trend Line 52 weeks +14.4% · Next-week setup positive 60.3%

14:53 12 Aug 2026

finance.yahoo.com Market update Main company 🇦🇷 Argentina

Palantir and Microsoft Drop. Why the AI Revival Is Hitting Software Stocks.

Palantir slid 1.2% and Microsoft dipped 1.1%. Salesforce ServiceNow and Workday were among the other software stocks trading in the red. The moves came as shares of chip and optical networking companies rallied, following a strong batch of earnings reports that signaled to the …

PLTR main company MSFT main company

Sharemaestro market context Price above Trend Line 52 weeks +14.4% · Next-week setup positive 60.3%

14:30 12 Aug 2026

finance.yahoo.com Earnings Main company 🇦🇷 Argentina

54 Analysts, One Verdict: Microsoft’s Upside Isn’t Done Yet

Quick Read All 54 analysts covering MSFT rate it a Buy, with our $604 target implying 20% upside backed by $678B in locked commercial commitments. GOOGL trades at 15x earnings despite 82% cloud growth, and ORCL runs negative free cash flow, which together make …

MSFT main company ORCL mentioned

Sharemaestro market context Trend signal started 52 weeks +15.4%

14:30 12 Aug 2026

finance.yahoo.com Earnings Main company 🇦🇷 Argentina

Is It Worth Investing in Oracle (ORCL) Based on Wall Street's Bullish Views?

The recommendations of Wall Street analysts are often relied on by investors when deciding whether to buy, sell, or hold a stock. Media reports about these brokerage-firm-employed (or sell-side) analysts changing their ratings often affect a stock's price. Do they really matter, though? Let's …

ORCL main company

Sharemaestro market context Price below Trend Line 52 weeks -27.8%

14:17 12 Aug 2026

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Horatio Earns a Top 35% Ranking on the 2026 Inc. 5000, Marking Its Fourth Consecutive Year on the List

MIAMI, Aug. 12, 2026 /PRNewswire/ -- Horatio, a global leader in AI-enabled business solutions and tech-powered talent, today announced it has been named No. 1,745 on the 2026 Inc. 5000, the annual list of America's fastest-growing private companies. The prestigious ranking provides a data-driven …

ORCL mentioned

Sharemaestro market context Price below Trend Line 52 weeks -27.8%

14:00 12 Aug 2026

finance.yahoo.com Market update Main company 🇦🇷 Argentina

Oracle Health's AI-Powered Patient Portal Now Generally Available

Provides patients with plain-language explanations of conditions and treatments to improve their understanding of medical records Makes it easier for patients to proactively manage their care, engage with their doctors, and stay on track with treatment plans AUSTIN, Texas, Aug. 12, 2026 /PRNewswire/ -- …

ORCL main company

Sharemaestro market context Price below Trend Line 52 weeks -27.8%

14:00 12 Aug 2026

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Rimini Street Expands C-Suite Leadership for Growth with Appointment of Two Proven Industry Veterans as Chief Operating Officer and Chief Delivery Officer

Rimini Street appoints Keith Costello as EVP and Chief Operating Officer and Alexander Guasch as EVP and Chief Delivery Officer LAS VEGAS, August 12, 2026--(BUSINESS WIRE)--Rimini Street, Inc. (Nasdaq: RMNI), the Software Support and Agentic AI ERP Company™ and the leading third-party support provider …

ORCL mentioned

Sharemaestro market context Price below Trend Line 52 weeks -27.8%

13:53 12 Aug 2026

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3 Reasons EIG is Risky and 1 Stock to Buy Instead

3 Reasons EIG is Risky and 1 Stock to Buy Instead Employers Holdings trades at $49.49 per share and has stayed right on track with the overall market, gaining 13.3% over the last six months. At the same time, the S&P 500 has returned …

PLTR mentioned

Sharemaestro market context Price above Trend Line 52 weeks +14.4% · Next-week setup positive 60.3%

13:45 12 Aug 2026

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3 Reasons TFSL is Risky and 1 Stock to Buy Instead

3 Reasons TFSL is Risky and 1 Stock to Buy Instead TFS Financial trades at $17.58 and has moved in lockstep with the market. Its shares have returned 16% over the last six months while the S&P 500 has gained 11%. Is there a …

PLTR mentioned

Sharemaestro market context Price above Trend Line 52 weeks +14.4% · Next-week setup positive 60.3%