Germany Software - Infrastructure news

20:31 10 Aug 2026

finance.yahoo.com Market update Main company 🇩🇪 Germany

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. …

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Sharemaestro market context Price above Trend Line 52 weeks -3.3% · Next-week setup positive 57.1%

20:26 10 Aug 2026

finance.yahoo.com Market update Provider-linked mention 🇩🇪 Germany

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 …

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Sharemaestro market context Price below Trend Line 52 weeks -40.4% · Next-week setup positive 55.8%

20:21 10 Aug 2026

finance.yahoo.com Market update Provider-linked mention 🇩🇪 Germany

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 …

MSF mentioned

Sharemaestro market context Trend signal started 52 weeks -1.8%

20:08 10 Aug 2026

finance.yahoo.com Market update Main company 🇩🇪 Germany

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 …

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20:02 10 Aug 2026

finance.yahoo.com Market update Provider-linked mention 🇩🇪 Germany

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 …

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Sharemaestro market context Trend signal started 52 weeks -1.8%

19:55 10 Aug 2026

finance.yahoo.com Market update Provider-linked mention 🇩🇪 Germany

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 …

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Sharemaestro market context Price above Trend Line 52 weeks -3.3% · Next-week setup positive 57.1%

19:52 10 Aug 2026

finance.yahoo.com Market update Main company 🇩🇪 Germany

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 …

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19:11 10 Aug 2026

finance.yahoo.com Market update Provider-linked mention 🇩🇪 Germany

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 …

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18:30 10 Aug 2026

finance.yahoo.com Market update Main company 🇩🇪 Germany

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 …

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Sharemaestro market context Trend signal started 52 weeks -1.8%

17:45 10 Aug 2026

finance.yahoo.com Earnings Main company 🇩🇪 Germany

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 …

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Sharemaestro market context Price above Trend Line 52 weeks -3.3% · Next-week setup positive 57.1%

17:37 10 Aug 2026

finance.yahoo.com Earnings Main company 🇩🇪 Germany

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 …

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Sharemaestro market context Price above Trend Line 52 weeks -3.3% · Next-week setup positive 57.1%

17:27 10 Aug 2026

finance.yahoo.com Market update Main company 🇩🇪 Germany

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 …

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Sharemaestro market context Trend signal started 52 weeks -1.8%

17:15 10 Aug 2026

finance.yahoo.com Market update Provider-linked mention 🇩🇪 Germany

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 …

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Sharemaestro market context Price above Trend Line 52 weeks -3.3% · Next-week setup positive 57.1%

17:15 10 Aug 2026

finance.yahoo.com Market update Provider-linked mention 🇩🇪 Germany

Why Momentum, Fed Liquidity, & Tech Beats Signal More Upside

Strength Begets Strength "A body in motion stays in motion." ~ Newton's First Law of Motion On Wall Street, one of the best predictors of momentum, is past momentum. Thanks to OddStats (@OddStats), we have the data to back up the claim. "QQQ finished …

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Sharemaestro market context Trend signal started 52 weeks -1.8%

17:11 10 Aug 2026

finance.yahoo.com Market update Main company 🇩🇪 Germany

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. …

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Sharemaestro market context Trend signal started 52 weeks -1.8%

16:34 10 Aug 2026

finance.yahoo.com Market update Main company 🇩🇪 Germany

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 …

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Sharemaestro market context Trend signal started 52 weeks -1.8%

16:31 10 Aug 2026

finance.yahoo.com Market update Provider-linked mention 🇩🇪 Germany

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 …

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Sharemaestro market context Price above Trend Line 52 weeks -3.3% · Next-week setup positive 57.1%

16:13 10 Aug 2026

finance.yahoo.com Market update Main company 🇩🇪 Germany

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 …

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Sharemaestro market context Trend signal started 52 weeks -1.8%

15:39 10 Aug 2026

finance.yahoo.com Market update Main company 🇩🇪 Germany

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 …

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Sharemaestro market context Price below Trend Line 52 weeks -31.9% · Next-week setup positive 56.7%

15:36 10 Aug 2026

nasdaq.com Earnings Main company 🇩🇪 Germany

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 …

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Sharemaestro market context Price above Trend Line 52 weeks -3.3% · Next-week setup positive 57.1%

15:30 10 Aug 2026

finance.yahoo.com Earnings Provider-linked mention 🇩🇪 Germany

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 …

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Sharemaestro market context Trend signal active 52 weeks +5.3%

14:46 10 Aug 2026

finance.yahoo.com Earnings Main company 🇩🇪 Germany

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, …

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Sharemaestro market context Price above Trend Line 52 weeks -3.3% · Next-week setup positive 57.1%

14:30 10 Aug 2026

finance.yahoo.com Earnings Main company 🇩🇪 Germany

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 …

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Sharemaestro market context Price above Trend Line 52 weeks -3.3% · Next-week setup positive 57.1%

14:13 10 Aug 2026

finance.yahoo.com Market update Provider-linked mention 🇩🇪 Germany

Salesforce Declines 17% Over the Past Year: How to Play CRM Stock?

Salesforce Inc. CRM has had a difficult year. The stock has fallen 17.2% over the past 12 months, significantly underperforming the Zacks Computer and Technology sector, which has gained 31.7% during the same period. However, Salesforce is not alone. Other major software companies, including …

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Sharemaestro market context Price below Trend Line 52 weeks -40.4% · Next-week setup positive 55.8%

14:00 10 Aug 2026

finance.yahoo.com Market update Provider-linked mention 🇩🇪 Germany

Cowboy Space Appoints John Sarkis as Global Head of Sales to Scale Data Center Business

Sarkis brings over a decade of sales leadership and 20+ years experience across cloud, AI/ML, security, and data center infrastructure SAN CARLOS, Calif., August 10, 2026--(BUSINESS WIRE)--Cowboy Space Corporation, the orbital infrastructure company founded by Robinhood co-founder Baiju Bhatt, today announced the appointment of …

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Sharemaestro market context Price below Trend Line 52 weeks -40.4% · Next-week setup positive 55.8%

14:00 10 Aug 2026

finance.yahoo.com Market update Provider-linked mention 🇩🇪 Germany

Brightfin Appoints Preeti Shukla as Chief Product and AI Officer

Enterprise AI SaaS leader to accelerate Brightfin's AI-Native platform for IT financial management ENGLEWOOD, Colo., August 10, 2026--(BUSINESS WIRE)--Brightfin, the only IT Financial Management (ITFM) and Technology Expense Management solution built natively on ServiceNow, today announced the appointment of Preeti Shukla as Chief Product …

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Sharemaestro market context Price below Trend Line 52 weeks -40.4% · Next-week setup positive 55.8%

13:37 10 Aug 2026

finance.yahoo.com Market update Provider-linked mention 🇩🇪 Germany

1 Software Stock to Own for Decades and 2 We Question

1 Software Stock to Own for Decades and 2 We Question Software is eating the world, and virtually no business is left untouched by it. The undeniable tailwinds fueling the industry have also led to strong returns for SaaS stocks lately as they've gained …

ORC mentioned

Sharemaestro market context Price below Trend Line 52 weeks -40.4% · Next-week setup positive 55.8%

13:19 10 Aug 2026

finance.yahoo.com Market update Provider-linked mention 🇩🇪 Germany

Meta shares rise on Muse Glimmer launch and a radical AI vision

Investing.com -- Meta's stock popped 2.4% this morning following the launch of Muse Glimmer, a highly efficient, 30-billion-parameter AI model capable of running on a single GPU. Positioned as a lightweight, distilled version of the more powerful Muse Spark 1.2, Glimmer is tailor-made for …

MSF mentioned

Sharemaestro market context Trend signal started 52 weeks -1.8%

13:17 10 Aug 2026

finance.yahoo.com Market update Main company 🇩🇪 Germany

5-Star Analyst Revamps Microsoft Stock Price Target for 2027

This article first appeared on GuruFocus. Microsoft (NASDAQ:MSFT) could have more room to climb as its heavy artificial intelligence investments begin translating into stronger returns, according to Tigress analyst Ivan Feinseth. Feinseth reiterated his Buy rating on Microsoft and raised his price target to …

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10:28 10 Aug 2026

finance.yahoo.com Market update Provider-linked mention 🇩🇪 Germany

JPMorgan Strategists Raise S&P 500 Target as AI Capex Pays Off

(Bloomberg) -- JPMorgan Chase & Co. strategists raised their S&P 500 Index forecast for a second time in two months, citing strong corporate earnings and the payoff from massive artificial intelligence spending. Most Read from Bloomberg Iran Shakes Up Security Team After Saying Oman …

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09:05 10 Aug 2026

finance.yahoo.com Market update Provider-linked mention 🇩🇪 Germany

Sovereign AI Infrastructure Market Till 2040 Now Available — Forecasts Growth from $24.8B to $301.6B, Profiles NVIDIA, Microsoft, AWS, and 15 Other Key Players

Company Logo Opportunities span sovereign AI data centers and GPU clusters, compliant cloud and orchestration platforms, cybersecurity and confidential computing, modular cross-jurisdiction solutions, energy-efficient cooling, renewable power and resilient supply-chain partnerships. Sovereign AI Infrastructure MarketSovereign AI Infrastructure Market Dublin, Aug. 10, 2026 (GLOBE NEWSWIRE) …

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08:00 10 Aug 2026

finance.yahoo.com Market update Provider-linked mention 🇩🇪 Germany

Top economist warns that the AI math doesn’t make sense: ‘Profits are currently being funded by investors rather than earned from customers’

"Is there an AI bubble?" is such a tired thought. Here's something altogether more wired: The AI boom is paying off, but not in a way that the current equities market has accounted for. The success of the technology in one area of the …

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Sharemaestro market context Trend signal started 52 weeks -1.8%

06:10 10 Aug 2026

finance.yahoo.com Market update Provider-linked mention 🇩🇪 Germany

LegalZoom.com (LZ) Could Be 32% Undervalued Following Copilot Launch And Guidance Cut

Make better investment decisions with Simply Wall St's easy, visual tools that give you a competitive edge. Why LegalZoom.com Stock Is Back In Focus LegalZoom.com (LZ) is drawing fresh attention after launching an agent inside Microsoft 365 Copilot while cutting its full year revenue …

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05:15 10 Aug 2026

nasdaq.com Earnings Main company 🇩🇪 Germany

Why Palantir Stock Skyrocketed This Past Week

Key Points Palantir is helping its customers reap the benefits of AI without sacrificing control over their data. Management says its fast-growing U.S. commercial business has plenty of room for further expansion.10 stocks we like better than Palantir Technologies › Shares of Palantir Technologies …

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Sharemaestro market context Price above Trend Line 52 weeks -3.3% · Next-week setup positive 57.1%

19:24 9 Aug 2026

finance.yahoo.com Market update Provider-linked mention 🇩🇪 Germany

IREN (IREN) vs. CORZ and APLD: Can Its AI Cloud Buildout Turn Contracted Demand Into Profits?

Is IREN a good stock to buy? We came across a bullish thesis on IREN Limited on Compounding Your Wealth's Substack by Sergey. In this article, we will summarize the bulls' thesis on IREN. IREN Limited's share was trading at $37.93 as of August …

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Sharemaestro market context Price below Trend Line 52 weeks -40.4% · Next-week setup positive 55.8%