Brazil Software - Infrastructure news

20:37 10 Aug 2026

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

Microsoft Stock Rises 1.7% as JPMorgan Backs AI Payoff

This article first appeared on GuruFocus. Microsoft (NASDAQ:MSFT), the software and cloud giant behind Azure, reported accelerating cloud growth just as Wall Street gets more comfortable with the biggest question hanging over the AI boom: Are those staggering infrastructure bills actually paying off? Microsoft …

MSFT34 main company

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

20:31 10 Aug 2026

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

Palantir CEO Sends Stark Warning for Businesses Betting Big on AI

This article first appeared on GuruFocus. Palantir (NASDAQ:PLTR) CEO Alex Karp is questioning whether businesses are getting enough economic value from their growing reliance on artificial intelligence, while criticizing the dependence that can develop around major AI providers, according to an interview with CNBC. …

P2LT34 main company

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

20:26 10 Aug 2026

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

Nvidia Stock Falls. A $3 Billion AI Infrastructure Bet Could Be Next

This article first appeared on GuruFocus. Nvidia (NASDAQ:NVDA) shares slipped about 1.5% Monday after a Reuters report said the chipmaker is considering an investment of as much as $3 billion in power infrastructure firm Lancium. Nvidia could commit another $1 billion if Lancium reaches …

ORCL34 mentioned

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

20:21 10 Aug 2026

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

Apollo Economist Drops Stark Take On AI Boom

This article first appeared on GuruFocus. Apollo Chief Economist Torsten Slok is warning that the AI boom could become a market-wide problem if returns on massive hyperscaler spending arrive later than investors expect. Alphabet (NASDAQ:GOOGL), Meta (NASDAQ:META), Microsoft (NASDAQ:MSFT) and Amazon (NASDAQ:AMZN) are collectively …

MSFT34 mentioned

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

20:08 10 Aug 2026

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

Microsoft's Datacenter Spending Is Disciplined, Bernstein Says

This article first appeared on GuruFocus. Bernstein raised its Microsoft (NASDAQ:MSFT) price target to $660 from $647 and kept an Outperform rating. The note pushed back on a worry hanging over the megacap cloud names: that they are overbuilding datacenter capacity ahead of uncertain …

MSFT34 main company

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

20:02 10 Aug 2026

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

Apple (AAPL) Downgraded as Soaring Memory Costs Test iPhone Pricing Power

Tim Cook recently acknowledged that consumers should expect to pay higher prices for Apple products in the near-future as the company can no longer absorb surging costs for memory and storage components. This situation, the CEO noted, has become unsustainable even though the company …

MSFT34 mentioned

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

19:57 10 Aug 2026

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

Nvidia Made Them Rich. Redditors Say These 2 Stocks Are Next

Nvidia shares have shown explosive growth since ChatGPT launched in late 2022. The stock minted a lot of millionaires and retail investors rejoiced. But doubts are creeping in now and growth is not what it used to be. The logical question every long-term investor …

Z1TA34 mentioned

Sharemaestro market context Trend signal active 42 weeks +36.2%

19:55 10 Aug 2026

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

Cathie Wood Puts $37 Million Into SpaceX

This article first appeared on GuruFocus. Space Exploration Technologies Corp. (SPCX, Financials), Elon Musk's space and AI company, became Cathie Wood's biggest stock purchase last week as ARK Invest leaned further into the post-earnings volatility. ARK bought 316,963 SpaceX shares across several funds for …

P2LT34 mentioned

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

19:52 10 Aug 2026

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

Microsoft Rethinks Its Nvidia Reliance

This article first appeared on GuruFocus. Microsoft (NASDAQ:MSFT) is preparing its biggest push yet to turn homegrown AI silicon into a meaningful alternative to Nvidia, with the software giant reportedly planning to unveil its Maia 300 accelerator as early as September. Microsoft is also …

MSFT34 main company

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

19:11 10 Aug 2026

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

Chevron (CVX) Lands 20 Year AI Data Center Power Deal

Find winning stocks in any market cycle. Join 7 million investors using Simply Wall St's investing ideas for FREE. Chevron (NYSE:CVX) has agreed a 20 year Project Kilby partnership with Microsoft to supply natural gas fired power for AI data centers. The deal positions …

MSFT34 mentioned

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

19:02 10 Aug 2026

finance.yahoo.com Earnings Main company 🇧🇷 Brazil

Twilio Vaults 25% On Earnings, Hits Highs; Two More Stocks On Watch

Twilio stock is at levels last seen in January 2022. Twilio, Acadian Asset Manager and Ternium are showing relative strength at new highs. Continue Reading

T1WL34 main company

Sharemaestro market context Trend signal active 52 weeks +114.7%

18:43 10 Aug 2026

cnbc.com Market update Provider-linked mention 🇧🇷 Brazil

Stocks making the biggest moves midday: NetApp, Intel, Apple, Doximity, Verisk Analytics & more

Check out some of the companies making the biggest moves midday: MarineMax — The boat and yacht retailer soared 46% after agreeing to be sold to Blackstone Infrastructure's Safe Harbor Marinas for $53 a share in cash, or $1.5 billion. The deal's expected to …

N1TA34 mentioned

Sharemaestro market context Trend signal active 52 weeks +65.2%

18:30 10 Aug 2026

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

Update: Market Chatter: Microsoft Plans to Ramp Up Homegrown AI Chip Production Next Year

(Update with Microsoft's response to a request for comment.) Microsoft (MSFT) intends to greatly PREMIUM Upgrade to read this MT Newswires article and get so much more. A Silver or Gold subscription plan is required to access premium news articles. Upgrade Already have a …

MSFT34 main company

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

18:07 10 Aug 2026

finance.yahoo.com Earnings Main company 🇧🇷 Brazil

Jim Cramer Examines Akamai Technologies’ (AKAM) Cloud Pivot and Robotics Win

During the August 6 episode of Mad Money, Jim Cramer focused on the shifting trajectory of Akamai Technologies, Inc. (NASDAQ:AKAM), as he said: Look at this incredible move in the stock of Akamai Technologies. Over the past few years, this company's evolved from a …

A1KA34 main company

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

17:45 10 Aug 2026

finance.yahoo.com Earnings Main company 🇧🇷 Brazil

3 Reasons Why Growth Investors Shouldn't Overlook Palantir Technologies (PLTR)

Investors seek growth stocks to capitalize on above-average growth in financials that help these securities grab the market's attention and produce exceptional returns. But finding a growth stock that can live up to its true potential can be a tough task. In addition to …

P2LT34 main company

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

17:37 10 Aug 2026

finance.yahoo.com Earnings Main company 🇧🇷 Brazil

Why Bulls Remain High on Palantir As It Passes $170

Quick Read Palantir's Q2 revenue surged 93%, adjusted operating margin expanded to 62%, and the Rule of 40 hit 155%, reframing what the business actually is. PLTR carries a trailing P/E of 147 and a price-to-sales ratio of 67, with 70 insider transactions skewed …

P2LT34 main company

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

17:27 10 Aug 2026

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

Microsoft to Boost AI Chip Production, Information Says

Microsoft is planning to "significantly" increase production of its next-generation AI chips, the Information reported. Bloomberg's Anurag Rana joins Bloomberg Intelligence to discuss this as well as how Apple is considering an overhaul to its smartwatch lineup in light of the industry's transition to …

MSFT34 main company

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

17:15 10 Aug 2026

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

Hot-Flash Drug Trial Result Sends AbCellera Up as Much as 41%

(Bloomberg) -- Biotech company AbCellera Biologics Inc. jumped as much as 41%, giving it a market value of almost $3 billion, after it said a potential remedy for hot flashes was effective in a mid-stage trial. Most Read from Bloomberg China Unleashes $28 Trillion …

P2LT34 mentioned

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

17:11 10 Aug 2026

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

Microsoft (MSFT) Becomes A Key Name In Sovereign AI And Healthcare Twins

Track your investments for FREE with Simply Wall St, the portfolio command center trusted by over 7 million individual investors worldwide. Microsoft (NasdaqGS:MSFT) is emerging as a central provider of sovereign AI infrastructure as governments and industries seek secure, localized data and AI solutions. …

MSFT34 main company

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

17:09 10 Aug 2026

seekingalpha.com Earnings Main company 🇧🇷 Brazil

Everpure, NetApp and HPE receive upgrades from Morgan Stanley

[Hewlett Packard Enterprise ( HPE ) corporate headquarters located in Silicon Valley] Sundry Photography/iStock Editorial via Getty Images Everpure (P [https://seekingalpha.com/symbol/P]), NetApp (NTAP [https://seekingalpha.com/symbol/NTAP]) and HPE (HPE [https://seekingalpha.com/symbol/HPE]) all received ratings upgrades from Morgan Stanley. "We are upgrading Everpure to Overweight as we see …

N1TA34 main company

Sharemaestro market context Trend signal active 52 weeks +65.2%

16:40 10 Aug 2026

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

SNDK vs. NTAP: Which Stock Is the Better Value Option?

Investors with an interest in Computer- Storage Devices stocks have likely encountered both Sandisk Corporation (SNDK) and NetApp (NTAP). But which of these two stocks offers value investors a better bang for their buck right now? We'll need to take a closer look. Everyone …

N1TA34 mentioned

Sharemaestro market context Trend signal active 52 weeks +65.2%

16:34 10 Aug 2026

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

Microsoft's Nvidia Alternative Is Getting Much Bigger

This article first appeared on GuruFocus. Microsoft Corp. (MSFT, Financials), the software and cloud giant, could unveil its next-generation Maia 300 AI chip as soon as September as it takes a bigger step toward reducing its dependence on Nvidia. Warning! GuruFocus has detected 3 …

MSFT34 main company

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

16:31 10 Aug 2026

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

Zacks Investment Ideas feature highlights: Twilio

For Immediate Release Chicago, IL – August 10, 2026 – Today, Zacks Investment Ideas feature highlights Twilio TWLO. Twilio Stock Surges Post-Q2 Earnings: Is It a Buy Now? Twilio shares have surged to a new all-time high of $254 a share after the cloud …

T1WL34 main company

Sharemaestro market context Trend signal active 52 weeks +114.7%

16:14 10 Aug 2026

finance.yahoo.com Earnings Main company 🇧🇷 Brazil

Zacks Investment Ideas feature highlights: Palantir, SpaceX, Cerebras and NVIDIA

For Immediate Release Chicago, IL – August 10, 2026 – Today, Zacks Investment Ideas feature highlights Palantir PLTR, SpaceX SPCX, Cerebras CBRS and NVIDIA NVDA. Why Bad Jobs News Is Good News for Equities U.S. Jobs Number Disappoints Friday morning, the Bureau of Labor …

P2LT34 main company

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

16:13 10 Aug 2026

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

Microsoft (MSFT) Stock Looks Fully Valued Despite Strong AI Optimism

Make better investment decisions with Simply Wall St's easy, visual tools that give you a competitive edge. Microsoft stock has delivered a 76.8% return over the past 5 years, yet the latest valuation checks suggest it no longer looks obviously cheap, with an intrinsic …

MSFT34 main company

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

15:39 10 Aug 2026

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

Synopsys (SNPS) Unleashes Agentic AI Chip Design Tools Backed by Microsoft, AMD

Synopsys (NASDAQ:SNPS) just handed AMD (NASDAQ:AMD) and Microsoft (NASDAQ:MSFT) a new way to design chips: let AI agents do more of the work. On July 27, Synopsys unveiled autonomous agentic AI workflows built with Microsoft and already being evaluated by AMD, aimed at cutting …

S1NP34 mentioned

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

15:36 10 Aug 2026

nasdaq.com Earnings Main company 🇧🇷 Brazil

Palantir Stock: Before You Buy, Consider This Valuation Risk

Palantir (NASDAQ: PLTR) delivered record growth, expanding margins, and fresh momentum in sovereign AI, yet its stock remains under pressure. The disconnect has created a high-stakes test: can execution outrun valuation compression? This video breaks down the catalysts, risks, and earnings metrics that could …

P2LT34 main company

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

15:30 10 Aug 2026

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

Turning Complexity into Clarity: Meet Abhinandh J

NORTHAMPTON, MA / ACCESS Newswire / August 10, 2026 / Originally published on GoDaddy Resource Library Tell us a little bit about yourself and your career journey to date. I began my career as a Software Engineer before completing my MBA and transitioning into …

G2DD34 main company

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

15:30 10 Aug 2026

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

Is Fiserv Worth Buying Now After Earnings Cuts and a Deep Valuation?

Fiserv, Inc. FISV presents a sharp value-versus-visibility tradeoff. The stock trades at a fraction of its historical valuation, but weaker 2026 earnings expectations, falling revenues and margin pressure make that discount harder to treat as a simple bargain. The investment case now hinges on …

X1YZ34 mentioned

Sharemaestro market context Trend signal active 52 weeks -2.0%

14:58 10 Aug 2026

finance.yahoo.com Earnings Main company 🇧🇷 Brazil

HSBC downgrades Akamai to hold, cuts target price to $123

Investing.com -- HSBC downgraded Akamai Technologies to Hold from Buy and cut its target price to $123 from $171, citing weaker cloud infrastructure margins and slower long-term growth. The new target implies 3.8% upside from the $118.55 share price as of Aug. 6. Akamai …

A1KA34 main company

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

14:46 10 Aug 2026

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

Palantir (PLTR) Turning AI Demand into Profitable Growth

Sands Capital, an investment management company, released its "Sands Capital Technology Innovators Fund" Q2 2026 investor letter. A copy of the letter can be downloaded here. In the quarter, global equities rebounded sharply, with the MSCI ACWI posting its strongest quarterly gain since 2020, …

P2LT34 main company

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

14:46 10 Aug 2026

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

Does STX Stock Still Have More Room to Run After Solid Q4 Earnings?

Seagate Technology Holdings plc STX has delivered dramatic turnarounds in the AI-driven storage space in 2026. The fiscal fourth quarter was a record quarter for profitability and cash flow, driven by strong data center demand, faster HAMR adoption and value-based pricing. The company generated …

N1TA34 mentioned

Sharemaestro market context Trend signal active 52 weeks +65.2%

14:39 10 Aug 2026

finance.yahoo.com Analyst action Provider-linked mention 🇧🇷 Brazil

Apple downgraded, HPE upgraded: Wall Street's top analyst calls

Apple downgraded, HPE upgraded: Wall Street's top analyst calls The most talked about and market moving research calls around Wall Street are now in one place. Here are today's research calls that investors need to know, as compiled by The Fly. Top Upgrades: Morgan …

N1TA34 mentioned A1KA34 mentioned

Sharemaestro market context Trend signal active 52 weeks +65.2%

14:30 10 Aug 2026

finance.yahoo.com Earnings Main company 🇧🇷 Brazil

Palantir Technologies (PLTR) Is Considered a Good Investment by Brokers: Is That True?

Investors often turn to recommendations made by Wall Street analysts before making a Buy, Sell, or Hold decision about a stock. While media reports about rating changes by these brokerage-firm employed (or sell-side) analysts often affect a stock's price, do they really matter? Let's …

P2LT34 main company

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

14:16 10 Aug 2026

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

Is Zscaler's Discounted Valuation a Buying Opportunity or a Value Trap?

Zscaler Inc. ZS looks cheap compared with other cybersecurity stocks. The company currently trades at around 36.67 times forward earnings, well below the 116.72 times for the broader Zacks Security industry. The discount is even more noticeable compared with major cybersecurity peers like Fortinet, …

F1TN34 mentioned

Sharemaestro market context Trend signal active 52 weeks +97.2%