Brazil Software - Infrastructure news

16:20 12 Aug 2026

finance.yahoo.com Earnings Main company 🇧🇷 Brazil

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 …

A1KA34 main company

Sharemaestro market context Trend signal active 52 weeks +47.4% · Next-week setup negative 40.9%

16:18 12 Aug 2026

finance.yahoo.com Earnings Main company 🇧🇷 Brazil

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 …

P2LT34 main company

Sharemaestro market context Price above Trend Line 52 weeks -8.9% · Next-week setup positive 56.1%

16:17 12 Aug 2026

finance.yahoo.com Balance sheet Provider-linked mention 🇧🇷 Brazil

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 …

S1NP34 mentioned

Sharemaestro market context Price below Trend Line 52 weeks -37.2%

16:00 12 Aug 2026

finance.yahoo.com Earnings Main company 🇧🇷 Brazil

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 …

ORCL34 main company

Sharemaestro market context Price below Trend Line 52 weeks -44.0%

16:00 12 Aug 2026

finance.yahoo.com Market update Main company 🇧🇷 Brazil

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 …

MSFT34 main company ORCL34 mentioned

Sharemaestro market context Price above Trend Line 52 weeks -9.3% · Next-week setup positive 55.6%

15:59 12 Aug 2026

finance.yahoo.com Earnings Main company 🇧🇷 Brazil

Exclusive: GoDaddy CFO on Airo, ARPU growth and the shift to AI discovery

Investing.com -- GoDaddy (NYSE: GDDY) shares plunged more than 16% following its quarterly results on July 30, despite revenue landing above the midpoint of guidance and free cash flow rising 13% in the period. While the stock has partially recovered from the initial low, …

G2DD34 main company

Sharemaestro market context New activity signal 52 weeks -38.0% · Next-week setup negative 28.8%

15:58 12 Aug 2026

finance.yahoo.com Market update Main company 🇧🇷 Brazil

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 …

F1TN34 main company

Sharemaestro market context Trend signal active 52 weeks +97.2%

15:43 12 Aug 2026

finance.yahoo.com Market update Provider-linked mention 🇧🇷 Brazil

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 …

MSFT34 mentioned

Sharemaestro market context Price above Trend Line 52 weeks -9.3% · Next-week setup positive 55.6%

15:29 12 Aug 2026

finance.yahoo.com Market update Provider-linked mention 🇧🇷 Brazil

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 …

ORCL34 mentioned

Sharemaestro market context Price below Trend Line 52 weeks -44.0%

15:23 12 Aug 2026

finance.yahoo.com Balance sheet Main company 🇧🇷 Brazil

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 …

X1YZ34 main company

Sharemaestro market context Trend signal active 52 weeks -2.0%

15:15 12 Aug 2026

finance.yahoo.com Market update Provider-linked mention 🇧🇷 Brazil

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 …

MSFT34 mentioned ORCL34 mentioned

Sharemaestro market context Price above Trend Line 52 weeks -9.3% · Next-week setup positive 55.6%

15:07 12 Aug 2026

finance.yahoo.com Market update Provider-linked mention 🇧🇷 Brazil

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 …

P2LT34 mentioned

Sharemaestro market context Price above Trend Line 52 weeks -8.9% · Next-week setup positive 56.1%

15:01 12 Aug 2026

finance.yahoo.com Market update Provider-linked mention 🇧🇷 Brazil

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 …

P2LT34 mentioned

Sharemaestro market context Price above Trend Line 52 weeks -8.9% · Next-week setup positive 56.1%

14:53 12 Aug 2026

finance.yahoo.com Earnings Main company 🇧🇷 Brazil

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 …

MSFT34 main company P2LT34 main company

Sharemaestro market context Price above Trend Line 52 weeks -9.3% · Next-week setup positive 55.6%

14:48 12 Aug 2026

finance.yahoo.com Earnings Provider-linked mention 🇧🇷 Brazil

Is Seagate's Strong Margin and Cash Flow Momentum Sustainable?

Seagate Technology Holdings plc STX delivered a strong finish to fiscal 2026, with revenue and profitability exceeding expectations. The company expanded its non-GAAP gross margin for the 13th consecutive quarter, while free cash flow margins reached 31%, generating more than $1.1 billion in the …

N1TA34 mentioned

Sharemaestro market context Trend signal active 52 weeks +65.2%

14:37 12 Aug 2026

finance.yahoo.com Balance sheet Provider-linked mention 🇧🇷 Brazil

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 …

S1NP34 mentioned

Sharemaestro market context Price below Trend Line 52 weeks -37.2%

14:30 12 Aug 2026

finance.yahoo.com Earnings Main company 🇧🇷 Brazil

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 …

MSFT34 main company

Sharemaestro market context Price above Trend Line 52 weeks -9.3% · Next-week setup positive 55.6%

14:30 12 Aug 2026

finance.yahoo.com Earnings Main company 🇧🇷 Brazil

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 …

ORCL34 main company

Sharemaestro market context Price below Trend Line 52 weeks -44.0%

14:29 12 Aug 2026

finance.yahoo.com Earnings Main company 🇧🇷 Brazil

Okta upgraded as AI security opportunity boosts outlook

Investing.com -- Cybersecurity firm Okta is well positioned to benefit from growing enterprise demand for identity controls as companies deploy artificial intelligence agents, Citizens JMP Securities said on Wednesday, upgrading the stock and raising its price target. The brokerage said identity has emerged as …

O1KT34 main company

Sharemaestro market context Trend signal active 52 weeks +51.2% · Next-week setup negative 44.8%

14:17 12 Aug 2026

finance.yahoo.com Market update Provider-linked mention 🇧🇷 Brazil

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 …

ORCL34 mentioned

Sharemaestro market context Price below Trend Line 52 weeks -44.0%

14:00 12 Aug 2026

finance.yahoo.com Market update Provider-linked mention 🇧🇷 Brazil

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 …

ORCL34 mentioned

Sharemaestro market context Price below Trend Line 52 weeks -44.0%

14:00 12 Aug 2026

finance.yahoo.com Market update Provider-linked mention 🇧🇷 Brazil

Keen Decision Systems Named No. 3631 on the 2026 Inc. 5000 List, the Most Prestigious Ranking of America’s Fastest-Growing Private Companies

Company Recognized for 80.7% Three-Year Revenue Growth, Earning a Place Among the Nation's Most Successful Independent Businesses CARY, N.C., August 12, 2026--(BUSINESS WIRE)--Keen Decision Systems today announced it has been ranked No. 3631 on the 2026 Inc. 5000 list, the annual list of the …

ORCL34 mentioned

Sharemaestro market context Price below Trend Line 52 weeks -44.0%

14:00 12 Aug 2026

finance.yahoo.com Market update Provider-linked mention 🇧🇷 Brazil

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 …

ORCL34 mentioned

Sharemaestro market context Price below Trend Line 52 weeks -44.0%

14:00 12 Aug 2026

finance.yahoo.com Market update Main company 🇧🇷 Brazil

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/ -- …

ORCL34 main company

Sharemaestro market context Price below Trend Line 52 weeks -44.0%

14:00 12 Aug 2026

finance.yahoo.com Market update Provider-linked mention 🇧🇷 Brazil

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 …

ORCL34 mentioned

Sharemaestro market context Price below Trend Line 52 weeks -44.0%

13:34 12 Aug 2026

finance.yahoo.com Market update Provider-linked mention 🇧🇷 Brazil

UptimeHealth Named No. 76 on the 2026 Inc. 5000 List of America's Fastest-Growing Private Companies

Company Recognized for 3,545% Three-Year Revenue Growth BOSTON, Aug. 12, 2026 /PRNewswire/ -- UptimeHealth today announced it has been ranked No. 76 on the 2026 Inc. 5000 list, the most prestigious ranking of America's fastest-growing private companies. Past honorees include Microsoft, Meta, Chobani, Oracle, …

MSFT34 mentioned ORCL34 mentioned

Sharemaestro market context Price above Trend Line 52 weeks -9.3% · Next-week setup positive 55.6%

13:30 12 Aug 2026

finance.yahoo.com Market update Provider-linked mention 🇧🇷 Brazil

Sionic Launches Instant Bank Pay in U.S. Through Microsoft Marketplace

New service enables real-time, bank-to-bank payments at the point of sale ATLANTA, August 12, 2026--(BUSINESS WIRE)--Sionic, a leader in real-time, bank-to-bank payments at the point of sale, today announced the availability launch of its Instant Bank Pay service alongside Fraud Detection Service in Microsoft …

MSFT34 mentioned

Sharemaestro market context Price above Trend Line 52 weeks -9.3% · Next-week setup positive 55.6%

13:29 12 Aug 2026

finance.yahoo.com Earnings Main company 🇧🇷 Brazil

Palantir and These Software Stocks Slide in Seesaw With Chip Giants

Palantir slid 1.3% and Microsoft dipped 0.7% in the premarket. 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 …

P2LT34 main company MSFT34 mentioned

Sharemaestro market context Price above Trend Line 52 weeks -8.9% · Next-week setup positive 56.1%

13:22 12 Aug 2026

finance.yahoo.com Earnings Main company 🇧🇷 Brazil

Palantir Just Crushed Earnings Again. These 2 Legacy Defense Stocks Are the Cheaper Way to Play the Same Budget.

Palantir Technologies (NASDAQ: PLTR) saw its stock soar this month after reporting another strong earnings result. It now has a market cap larger than every defense contractor in the world. However, because of its high price-to-earnings ratio (P/E) and price-to-sales ratio (P/S), investors would …

P2LT34 main company

Sharemaestro market context Price above Trend Line 52 weeks -8.9% · Next-week setup positive 56.1%

13:00 12 Aug 2026

finance.yahoo.com Market update Provider-linked mention 🇧🇷 Brazil

QuSecure Named No. 526 on the 2026 Inc. 5000 List, the Most Prestigious Ranking of America’s Fastest-Growing Private Companies

Company Recognized for Three Years of Outstanding Revenue Growth and Leadership in Post-Quantum Cryptography, Earning a Place Among the Nations' Most Successful Independent Businesses SAN MATEO, Calif., August 12, 2026--(BUSINESS WIRE)--QuSecure™, Inc., a leader in post-quantum cryptography (PQC) and cryptographic agility, today announced it …

MSFT34 mentioned ORCL34 mentioned

Sharemaestro market context Price above Trend Line 52 weeks -9.3% · Next-week setup positive 55.6%

13:00 12 Aug 2026

finance.yahoo.com Regulatory and legal Main company 🇧🇷 Brazil

Brazilian Firms Adopt Microsoft AI with Governance

Organizations prioritize AI, application modernization, secure cloud operations amid changing regulations, ISG Provider Lens® report says SÃO PAULO, August 12, 2026--(BUSINESS WIRE)--Brazilian enterprises are adopting Microsoft AI and cloud technologies to improve business performance and respond to evolving regulatory and operational requirements, according to …

MSFT34 main company

Sharemaestro market context Price above Trend Line 52 weeks -9.3% · Next-week setup positive 55.6%

13:00 12 Aug 2026

finance.yahoo.com Market update Main company 🇧🇷 Brazil

S&P Global Expands Collaboration with Microsoft, Brings Breadth of Essential Intelligence to Microsoft 365 Copilot

S&P Global's proprietary data and deep domain expertise is further integrated directly into Microsoft 365 Copilot and the broader Microsoft ecosystem customers use every day Enables real-time, traceable and contextual insights to support faster research, analysis and decision-making NEW YORK, Aug. 12, 2026 /PRNewswire/ …

MSFT34 main company

Sharemaestro market context Price above Trend Line 52 weeks -9.3% · Next-week setup positive 55.6%

12:44 12 Aug 2026

finance.yahoo.com Market update Provider-linked mention 🇧🇷 Brazil

Nvidia Stock Rises as CEO Eases AI Debt Fears

Nvidia stock was rising in premarket trading Wednesday as fears over the company’s exposure to debt fueling the artificial intelligence boom eased. One factor depressing Nvidia stock in recent days has been nagging fears over the sustainability of debt to fund the buildout in …

MSFT34 mentioned

Sharemaestro market context Price above Trend Line 52 weeks -9.3% · Next-week setup positive 55.6%

12:40 12 Aug 2026

finance.yahoo.com Market update Provider-linked mention 🇧🇷 Brazil

5 S&P 500 Stocks Crank Out $4,000 Per Second Starting Now

Investors might be unsure where to place their money this year. But some S&P 500 companies are churning out profit. Continue Reading

MSFT34 mentioned

Sharemaestro market context Price above Trend Line 52 weeks -9.3% · Next-week setup positive 55.6%

12:34 12 Aug 2026

finance.yahoo.com Market update Provider-linked mention 🇧🇷 Brazil

As IonQ Posts 287% Revenue Surge to $80 Million and Acquires SkyWater Foundry, New Report Projects Quantum Computing Market to Hit $21.87 Billion by 2035

Company Logo Accelerating commercial momentum—highlighted by IonQ's record $80 million Q2 2026 revenue performance, D-Wave's 1,120% bookings growth, and expanded cloud quantum deployments across Alphabet (Google) and Microsoft is driving rapid adoption across financial modeling, aerospace engineering, drug discovery, and logistics. Quantum Computing MarketQuantum …

MSFT34 mentioned

Sharemaestro market context Price above Trend Line 52 weeks -9.3% · Next-week setup positive 55.6%

12:05 12 Aug 2026

finance.yahoo.com Market update Provider-linked mention 🇧🇷 Brazil

AcuityMD Ranked No. 316 on the 2026 Inc. 5000 List, The Most Prestigious Ranking of America’s Fastest-Growing Private Companies

MedTech AI leader recognized for 1,061% three-year revenue growth – topping the software category at no. 28 – and now valued at $955 million BOSTON, August 12, 2026--(BUSINESS WIRE)--AcuityMD, the AI platform for MedTech, today announced it has been named to the 2026 Inc. …

MSFT34 mentioned ORCL34 mentioned

Sharemaestro market context Price above Trend Line 52 weeks -9.3% · Next-week setup positive 55.6%