Austria Software - Infrastructure news

18:01 12 Aug 2026

finance.yahoo.com Earnings Provider-linked mention 🇦🇹 Austria

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 …

PANW mentioned

Sharemaestro market context Trend signal active 52 weeks +111.2% · Next-week setup positive 55.6%

17:45 12 Aug 2026

finance.yahoo.com Earnings Main company 🇦🇹 Austria

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 -3.5%

17:38 12 Aug 2026

finance.yahoo.com Earnings Provider-linked mention 🇦🇹 Austria

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 -1.8%

17:30 12 Aug 2026

finance.yahoo.com Earnings Provider-linked mention 🇦🇹 Austria

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 -1.8%

16:48 12 Aug 2026

finance.yahoo.com Earnings Provider-linked mention 🇦🇹 Austria

Nebius Second-Quarter Revenue Exceeds Estimates Amid Robust AI Cloud Gains

Nebius Group NBIS.jpg -Shutterstock Nebius (NBIS) reported stronger-than-expected second-quarter revenue on Wednesday as robust demand for artificial intelligence capacity drove more than 500% year-over-year growth in the Dutch company's cloud business. The cloud computing company's overall revenue surged to $582.3 Silver Upgrade to read …

MSFT mentioned

Sharemaestro market context Trend signal started 52 weeks -1.8%

16:41 12 Aug 2026

finance.yahoo.com Earnings Provider-linked mention 🇦🇹 Austria

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 -1.8%

16:32 12 Aug 2026

finance.yahoo.com Market update Provider-linked mention 🇦🇹 Austria

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

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16:28 12 Aug 2026

finance.yahoo.com Market update Provider-linked mention 🇦🇹 Austria

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 -1.8%

16:24 12 Aug 2026

finance.yahoo.com Earnings Main company 🇦🇹 Austria

Akamai Q2 Earnings Highlight AI Growth, Cloud Gains and Margin Risk

Akamai Technologies, Inc. AKAM reported second-quarter 2026 results that showed continued demand for its AI infrastructure and cybersecurity offerings. Revenue and adjusted earnings topped the Zacks Consensus Estimate, while higher operating expenses and infrastructure investments pressured profitability. Akamai Beats on Revenue and Adjusted EPS …

AKAM main company

Sharemaestro market context Trend signal active 52 weeks +56.4% · Next-week setup positive 55.1%

16:22 12 Aug 2026

finance.yahoo.com Earnings Main company 🇦🇹 Austria

Akamai Stock Falls 22% in 3 Months as AI Growth Meets Execution Risks

Akamai Technologies, Inc. AKAM shares have declined 22.0% over three months, putting the company's shift toward AI infrastructure under greater investor scrutiny. The pullback comes as Cloud Infrastructure Services grows rapidly, while the legacy Delivery business remains under pressure. The key question is whether …

AKAM main company

Sharemaestro market context Trend signal active 52 weeks +56.4% · Next-week setup positive 55.1%

16:20 12 Aug 2026

finance.yahoo.com Earnings Main company 🇦🇹 Austria

Is Akamai Stock a Buy as AI Growth Outpaces Delivery and Margin Risks

Akamai Technologies, Inc. AKAM presents a trade-off between accelerating AI infrastructure and Security opportunities and the financial costs of pursuing those markets. Cloud Infrastructure Services and Security are growing at double-digit rates, while Delivery remains under pressure and higher infrastructure spending is weighing on …

AKAM main company

Sharemaestro market context Trend signal active 52 weeks +56.4% · Next-week setup positive 55.1%

16:18 12 Aug 2026

finance.yahoo.com Earnings Main company 🇦🇹 Austria

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 -3.5%

16:17 12 Aug 2026

finance.yahoo.com Balance sheet Provider-linked mention 🇦🇹 Austria

Can SNPS Leverage AI to Accelerate Chip Design and Drive Growth?

Synopsys SNPS is benefiting from the large AI infrastructure expansion, which is fueling semiconductor R&D, system-level design activity and demand for advanced AI computing capabilities. The company is integrating AI throughout its product portfolio to automate engineering processes, accelerate design cycles and enhance customer …

SYNP mentioned

Sharemaestro market context Price below Trend Line 52 weeks -31.8% · Next-week setup positive 56.9%

16:02 12 Aug 2026

finance.yahoo.com Earnings Provider-linked mention 🇦🇹 Austria

Amazon Raises 2026 AI Spending to $220B: Smart Bet or Riskier Trap?

Amazon AMZN has pushed its 2026 capital expenditure forecast to roughly $220 billion, up from the $200 billion guided earlier in the year, with the increase tied primarily to higher memory and component costs and continued build-out of AI and cloud infrastructure. The revised …

MSFT mentioned

Sharemaestro market context Trend signal started 52 weeks -1.8%

16:00 12 Aug 2026

finance.yahoo.com Earnings Main company 🇦🇹 Austria

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 -40.3% · Next-week setup positive 56.9%

16:00 12 Aug 2026

finance.yahoo.com Balance sheet Main company 🇦🇹 Austria

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

Sharemaestro market context Trend signal started 52 weeks -1.8%

15:58 12 Aug 2026

finance.yahoo.com Guidance Provider-linked mention 🇦🇹 Austria

Fortinet Lifts 2026 Guidance on Firewall, SASE Demand: Buy the Stock?

Fortinet, Inc. FTNT has given investors fresh reason to pay attention after raising its full-year 2026 guidance on the back of accelerating firewall refresh cycles and surging SASE adoption. The upgraded outlook, delivered alongside second-quarter results, points to durable, broad-based demand across the company's …

PANW mentioned

Sharemaestro market context Trend signal active 52 weeks +111.2% · Next-week setup positive 55.6%

15:43 12 Aug 2026

finance.yahoo.com Deals and strategy Provider-linked mention 🇦🇹 Austria

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 -1.8%

15:35 12 Aug 2026

nasdaq.com Analyst action Provider-linked mention 🇦🇹 Austria

1 Vanguard ETF That Outperforms the S&P 500 and Still Has Room to Run

Key Points The "Magnificent Seven" stocks account for over 53% of this Vanguard ETF. This has helped the ETF outperform the S&P 500 in 13 of the past 20 years. Sluggish performance among its top 10 holdings has slowed returns this year.10 stocks we …

MSFT mentioned

Sharemaestro market context Trend signal started 52 weeks -1.8%

15:23 12 Aug 2026

finance.yahoo.com Balance sheet Main company 🇦🇹 Austria

Block Expands Square's Reach: Can Its Financial Strategy Pay Off?

Block Inc.'s XYZ Square is expanding its financial ecosystem to help small businesses manage cash flow, payments and financing in one place. The refreshed Square Credit Card and upgraded Square Bill Pay could make it easier for sellers to pay vendors, earn rewards and …

SQU main company

Sharemaestro market context Trend signal active 52 weeks +5.6%

15:15 12 Aug 2026

finance.yahoo.com Earnings Provider-linked mention 🇦🇹 Austria

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 …

MSFT mentioned

Sharemaestro market context Trend signal started 52 weeks -1.8%

14:53 12 Aug 2026

finance.yahoo.com Earnings Main company 🇦🇹 Austria

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 …

MSFT main company PLTR main company

Sharemaestro market context Trend signal started 52 weeks -1.8%

14:49 12 Aug 2026

finance.yahoo.com Earnings Provider-linked mention 🇦🇹 Austria

Will CoreWeave's Global Expansion Accelerate Revenue Growth?

CoreWeave, Inc. CRWV is expanding its global infrastructure as demand for AI cloud services continues to strengthen across sectors, geographies and workloads. In the second quarter of 2026, the company generated record revenue of $2.6 billion, up 112% year over year, while its revenue …

MSFT mentioned

Sharemaestro market context Trend signal started 52 weeks -1.8%

14:48 12 Aug 2026

finance.yahoo.com Market update Provider-linked mention 🇦🇹 Austria

Ray Dalio: The AI investment game is happening — here's how to play

A version of this post was originally published on linkedin.com. This note is about how to play the investment game given what's happening now. Imagine that you're playing a game like bridge, poker, backgammon, or chess and have to make your move, and you …

MSFT mentioned

Sharemaestro market context Trend signal started 52 weeks -1.8%

14:37 12 Aug 2026

finance.yahoo.com Balance sheet Provider-linked mention 🇦🇹 Austria

Nvidia Will Be The World’s First $10 Trillion Company

AI is the most important tech advance in human history, and perhaps the greatest investment of all time. One only has to talk to the hundreds of millions of people who use it (or perhaps billions) and the army of companies around the world …

SYNP mentioned

Sharemaestro market context Price below Trend Line 52 weeks -31.8% · Next-week setup positive 56.9%

14:37 12 Aug 2026

finance.yahoo.com Macro sensitivity Provider-linked mention 🇦🇹 Austria

Can Cloudflare's AI Security Strategy Help it Challenge PANW & ZS?

Cloudflare NET is seeing stronger demand for its Secure Access Service Edge (SASE) and Zero Trust offerings as companies look to adopt artificial intelligence (AI) more securely. Management said the key reason big companies are approaching Cloudflare is that they know they need AI …

PANW mentioned

Sharemaestro market context Trend signal active 52 weeks +111.2% · Next-week setup positive 55.6%

14:30 12 Aug 2026

finance.yahoo.com Earnings Main company 🇦🇹 Austria

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

Sharemaestro market context Trend signal started 52 weeks -1.8%

14:30 12 Aug 2026

finance.yahoo.com Earnings Main company 🇦🇹 Austria

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 -40.3% · Next-week setup positive 56.9%

14:22 12 Aug 2026

finance.yahoo.com Earnings Provider-linked mention 🇦🇹 Austria

Alphabet at $343 Is The Same Classic Tech Bargain It Always Was

Quick Read GOOGL's 11th straight EPS beat featured 82% Cloud growth and a $460 billion backlog, yet the stock trades at a forward P/E of just 17. GOOGL trades at a trailing P/E of 18 versus MSFT's 28, while 58 of 64 analysts rate …

MSFT mentioned

Sharemaestro market context Trend signal started 52 weeks -1.8%

14:17 12 Aug 2026

finance.yahoo.com Earnings Provider-linked mention 🇦🇹 Austria

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 …

MSFT mentioned

Sharemaestro market context Trend signal started 52 weeks -1.8%

14:16 12 Aug 2026

finance.yahoo.com Earnings Provider-linked mention 🇦🇹 Austria

4 Semiconductor Stocks to Buy Amid Top Hyperscalers' $745B AI CapEx Bet

Artificial intelligence (AI) is rapidly changing the semiconductor industry, and the next leg of growth could be driven by an enormous increase in infrastructure spending. Four top hyperscalers, Amazon, Alphabet, Microsoft and Meta Platforms, are expected to spend roughly $720 billion to $745 billion …

MSFT mentioned

Sharemaestro market context Trend signal started 52 weeks -1.8%

14:15 12 Aug 2026

finance.yahoo.com Macro sensitivity Provider-linked mention 🇦🇹 Austria

AI Titans Unite at JFrog swampUP 2026 to Define the Future of the Software Supply Chain

Software and security visionaries from Anthropic, Cursor, Google-Wiz, Microsoft, NVIDIA, and more unite to chart the future of trusted software and AI delivery at scale SUNNYVALE, Calif., August 12, 2026--(BUSINESS WIRE)--JFrog Ltd (Nasdaq: FROG), the Liquid Software company and creators of the JFrog Software …

MSFT mentioned

Sharemaestro market context Trend signal started 52 weeks -1.8%

14:12 12 Aug 2026

nasdaq.com Earnings Provider-linked mention 🇦🇹 Austria

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) …

MSFT mentioned

Sharemaestro market context Trend signal started 52 weeks -1.8%

14:00 12 Aug 2026

finance.yahoo.com Market update Main company 🇦🇹 Austria

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 -40.3% · Next-week setup positive 56.9%

14:00 12 Aug 2026

finance.yahoo.com Earnings Provider-linked mention 🇦🇹 Austria

Measured Named to the Inc. 5000 List for the Fourth Time

Marketing incrementality measurement leader recognized among America's fastest-growing private businesses AUSTIN, Texas, August 12, 2026--(BUSINESS WIRE)--Measured, the marketing effectiveness platform built on incrementality intelligence, today announced its inclusion in the 2026 Inc. 5000 list, marking the company's fourth appearance on the annual ranking of …

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Sharemaestro market context Trend signal started 52 weeks -1.8%

14:00 12 Aug 2026

finance.yahoo.com Earnings Provider-linked mention 🇦🇹 Austria

Docufree Climbs 743 Spots on the 2026 Inc. 5000 List

Company's Continued Growth Reflects Rising Enterprise Demand for Trusted, AI-Ready Information ATLANTA, Aug. 12, 2026 /PRNewswire/ -- Docufree, a leading provider of intelligent document processing and AI-powered workflow solutions, today announced it has been ranked No. 1624 on the 2026 Inc. 5000 list, the …

MSFT mentioned

Sharemaestro market context Trend signal started 52 weeks -1.8%