{"version": "https://jsonfeed.org/version/1.1", "title": "Sharemaestro Newsreel: Germany Software - Infrastructure news", "home_page_url": "https://sharemaestro.com/newsreel/de/technology/software-infrastructure/", "feed_url": "https://sharemaestro.com/newsreel/de/technology/software-infrastructure/feed.json", "description": "Latest Software - Infrastructure company headlines from Germany, newest first, with source links and direct routes to company research and sentiment.", "language": "en", "items": [{"id": "source:8fcdcb24829aa755a6ac34eb41421f403b255b456090eb939d1bcb1cce503643", "url": "https://finance.yahoo.com/technology/ai/articles/microsoft-msft-ai-strategy-cloud-135455507.html", "external_url": "https://finance.yahoo.com/technology/ai/articles/microsoft-msft-ai-strategy-cloud-135455507.html", "title": "Microsoft\u2019s (MSFT) AI Strategy: Cloud Growth, Big Bets, and Key Risks", "content_text": "Aoris Investment Management, a specialist international equity manager, released its Q2 2026 investor letter for \"Aoris International Fund\". A copy of the letter can be downloaded here. The fund invests in high-quality, wealth-generating businesses managed by prudent and capable teams, targeting an annual return of 8\u201312% after fees over a 5\u20137-year market cycle. During the June quarter, international equity markets, as represented by the MSCI AC World Accumulation Index ex Australia, returned 13.8% in AUD terms. In local currencies, the return 15.1%. The Portfolio's Class A (Unhedged) returned ", "date_published": "2026-08-14T13:54:55+00:00", "authors": [{"name": "finance.yahoo.com"}], "tags": ["Earnings", "MSF"], "_sharemaestro": {"country": "Germany", "coverage": "Main company", "market_context": null, "companies": [{"symbol": "MSF", "name": "Microsoft Corporation", "sentiment_url": "https://sharemaestro.com/sentiment/67214c52-6639-432a-b9ad-76874bf5f7ac/"}]}}, {"id": "source:385838a2d3d4abe6127b6865a513e34f0780481dce5dcebb89a2e70fbc726294", "url": "https://finance.yahoo.com/markets/crypto/articles/tim-draper-says-bitcoin-headed-094511603.html", "external_url": "https://finance.yahoo.com/markets/crypto/articles/tim-draper-says-bitcoin-headed-094511603.html", "title": "Tim Draper Says Bitcoin Is Headed for \u2018Infinity\u2019 Against Dollar as Growing BTC Payments Could Trigger Bank Runs", "content_text": "Benzinga and Yahoo Finance LLC may earn commission or revenue on some items through the links below. Venture capitalist Tim Draper projected on Tuesday that Bitcoin will go to infinity against the dollar in a fundamental global shift. Draper Confident About Bitcoin Adoption In an X post, Draper attached a screenshot of a March announcement about Jack Dorsey-led Block Inc. launching Bitcoin payments on its Square point-of-sale system. The feature lets merchants accept BTC payments with no processing fees until 2027. Additionally, a \"Conversion\" feature will enable them to convert a portion of c", "date_published": "2026-08-14T09:45:11+00:00", "authors": [{"name": "finance.yahoo.com"}], "tags": ["Earnings", "SQ3"], "_sharemaestro": {"country": "Germany", "coverage": "Provider-linked mention", "market_context": null, "companies": [{"symbol": "SQ3", "name": "Block, Inc.", "sentiment_url": "https://sharemaestro.com/sentiment/985448e7-d4da-4f7b-9e9c-72a996c96a34/"}]}}, {"id": "source:8c5dd9494ea78138c6283a30eb0ab997ada43ad240b007b33602c013b0dc0d0c", "url": "https://finance.yahoo.com/markets/stocks/articles/synopsys-snps-stock-may-cheap-071216841.html", "external_url": "https://finance.yahoo.com/markets/stocks/articles/synopsys-snps-stock-may-cheap-071216841.html", "title": "Synopsys (SNPS) Stock May Be Cheap As Shares Fell 33%", "content_text": "Find winning stocks in any market cycle. Join 7 million investors using Simply Wall St's investing ideas for FREE. Synopsys stock has fallen 33.4% over the past year, yet an intrinsic value estimate based on a Discounted Cash Flow (DCF) approach suggests the shares trade at a discount, while traditional market multiples point the other way and look expensive. That split has left investors weighing a DCF signal that indicates upside against a low overall value score and rich P/E style readings. Over the past 12 months, Synopsys has declined 33.4%, which puts recent sentiment and expectations un", "date_published": "2026-08-14T07:12:16+00:00", "authors": [{"name": "finance.yahoo.com"}], "tags": ["Earnings", "SYP"], "_sharemaestro": {"country": "Germany", "coverage": "Main company", "market_context": null, "companies": [{"symbol": "SYP", "name": "Synopsys, Inc.", "sentiment_url": "https://sharemaestro.com/sentiment/4a459677-f139-47b5-bba1-40e976132b8e/"}]}}, {"id": "source:d3ad8df2e1518503a376df9cbcffc5e5f938fc77457044bee15c736091a9b4de", "url": "https://finance.yahoo.com/markets/stocks/articles/synopsys-snps-could-26-undervalued-001653468.html", "external_url": "https://finance.yahoo.com/markets/stocks/articles/synopsys-snps-could-26-undervalued-001653468.html", "title": "Synopsys (SNPS) Could Be 26% Undervalued Following Its General Counsel Exit", "content_text": "Get insights on thousands of stocks from the global community of over 7 million individual investors at Simply Wall St. Leadership change and what it could mean for Synopsys stock Synopsys (SNPS) has drawn fresh attention after announcing that General Counsel and Corporate Secretary Janet Lee will step down from her role once a successor is appointed or by December 31, 2026. Lee is expected to remain in an advisory capacity until at least June 30, 2027. This may help the company manage legal and governance continuity while investors assess any longer term implications for Synopsys stock. See o", "date_published": "2026-08-14T00:16:53+00:00", "authors": [{"name": "finance.yahoo.com"}], "tags": ["Deals and strategy", "SYP"], "_sharemaestro": {"country": "Germany", "coverage": "Main company", "market_context": null, "companies": [{"symbol": "SYP", "name": "Synopsys, Inc.", "sentiment_url": "https://sharemaestro.com/sentiment/4a459677-f139-47b5-bba1-40e976132b8e/"}]}}, {"id": "source:3bef01e419d9d389253447d91603c1c8fa9617bbef41a880e7bc6b80a5efa330", "url": "https://finance.yahoo.com/markets/stocks/articles/why-netflix-stock-popped-today-192704519.html", "external_url": "https://finance.yahoo.com/markets/stocks/articles/why-netflix-stock-popped-today-192704519.html", "title": "Why Netflix Stock Popped Today", "content_text": "This article first appeared on GuruFocus. Bill Ackman (Trades, Portfolio)'s Pershing Square Capital Management has built a new position in Netflix (NASDAQ:NFLX), returning to the streaming company after a costly exit in 2022, according to a six-month financial report. Warning! GuruFocus has detected 2 Warning Sign with SNDK. Is NFLX fairly valued? Test your thesis with our free DCF calculator. Netflix stock rose 4% after the report on Thursday. The investment totals 3.15 million shares and represents 4.9% of Pershing Square's portfolio. Ackman's latest move marks a reversal from his earlier de", "date_published": "2026-08-13T19:27:04+00:00", "authors": [{"name": "finance.yahoo.com"}], "tags": ["Market update", "MSF"], "_sharemaestro": {"country": "Germany", "coverage": "Provider-linked mention", "market_context": null, "companies": [{"symbol": "MSF", "name": "Microsoft Corporation", "sentiment_url": "https://sharemaestro.com/sentiment/67214c52-6639-432a-b9ad-76874bf5f7ac/"}]}}, {"id": "source:183eb2e5d039490e6a0587036b90656f8021f124482c667ee1e7336a460a5fc8", "url": "https://finance.yahoo.com/markets/stocks/articles/microsoft-stock-rises-ackman-reaffirms-192150391.html", "external_url": "https://finance.yahoo.com/markets/stocks/articles/microsoft-stock-rises-ackman-reaffirms-192150391.html", "title": "Microsoft Stock Rises as Ackman Reaffirms Azure Bet", "content_text": "This article first appeared on GuruFocus. Microsoft (NASDAQ:MSFT), the software and cloud giant sitting at the center of the AI buildout, rose approximately 1.3% Thursday morning as Pershing Square laid out why it remains bullish. Forget the fact that this is not a new position. The real story is what Bill Ackman (Trades, Portfolio)'s fund sees ahead. Microsoft is spending heavily to build AI capacity today, and Pershing believes Azure, Microsoft 365 and Copilot can turn those billions into a much bigger earnings machine tomorrow. Warning! GuruFocus has detected 3 Warning Sign with MSFT. Is MS", "date_published": "2026-08-13T19:21:50+00:00", "authors": [{"name": "finance.yahoo.com"}], "tags": ["Earnings", "MSF"], "_sharemaestro": {"country": "Germany", "coverage": "Main company", "market_context": null, "companies": [{"symbol": "MSF", "name": "Microsoft Corporation", "sentiment_url": "https://sharemaestro.com/sentiment/67214c52-6639-432a-b9ad-76874bf5f7ac/"}]}}, {"id": "source:5e60b3c460cee0e5a4e21820adb407fedbb27ec8a28f6d6e2f094e767475f20d", "url": "https://finance.yahoo.com/markets/stocks/articles/nvidia-rallies-7-goldman-warns-191738175.html", "external_url": "https://finance.yahoo.com/markets/stocks/articles/nvidia-rallies-7-goldman-warns-191738175.html", "title": "Nvidia Rallies 7% as Goldman Warns Earnings Bar Is High", "content_text": "This article first appeared on GuruFocus. Nvidia Corp. (NVDA, Financials), the dominant supplier of artificial intelligence chips, has rallied 6.6% over the past five days as investors position for its Aug. 26 earnings report. Goldman Sachs cautioned that the recent run has raised the bar for results. Warning! GuruFocus has detected 4 Warning Signs with NVDA. Is NVDA fairly valued? Test your thesis with our free DCF calculator. Analyst James Schneider said GPU supply and demand remain strong, but elevated expectations could leave the stock vulnerable to a sell-the-news reaction even if Nvidia ", "date_published": "2026-08-13T19:17:38+00:00", "authors": [{"name": "finance.yahoo.com"}], "tags": ["Earnings", "MSF"], "_sharemaestro": {"country": "Germany", "coverage": "Provider-linked mention", "market_context": null, "companies": [{"symbol": "MSF", "name": "Microsoft Corporation", "sentiment_url": "https://sharemaestro.com/sentiment/67214c52-6639-432a-b9ad-76874bf5f7ac/"}]}}, {"id": "source:2b4ba66c2783700cf73882facf3b5db3fb9929e2e9d9ce5a67016451fa3ea085", "url": "https://finance.yahoo.com/markets/stocks/articles/apple-stock-rises-while-norway-190103907.html", "external_url": "https://finance.yahoo.com/markets/stocks/articles/apple-stock-rises-while-norway-190103907.html", "title": "Apple Stock Rises While Norway Fund Reveals Huge Position", "content_text": "This article first appeared on GuruFocus. Apple (NASDAQ:AAPL), the consumer-tech giant behind the iPhone and one of the world's most powerful digital ecosystems, rose roughly 0.9% Thursday morning as Norway's Government Pension Fund Global revealed the sheer size of its Apple bet. The fund held 522 billion Norwegian kroner in Apple shares, making it its second-largest equity position. Only Nvidia (NASDAQ:NVDA) was bigger at 612 billion kroner. Alphabet (NASDAQ:GOOG) came next at 499 billion kroner. Microsoft? A distant fourth at 347 billion kroner. The disclosure does not explain Thursday's sh", "date_published": "2026-08-13T19:01:03+00:00", "authors": [{"name": "finance.yahoo.com"}], "tags": ["Market update", "MSF"], "_sharemaestro": {"country": "Germany", "coverage": "Provider-linked mention", "market_context": null, "companies": [{"symbol": "MSF", "name": "Microsoft Corporation", "sentiment_url": "https://sharemaestro.com/sentiment/67214c52-6639-432a-b9ad-76874bf5f7ac/"}]}}, {"id": "source:8f2611adc43185d1388443fade2c06f0187f77e4128fd6efe23b355d1e9600e9", "url": "https://finance.yahoo.com/technology/ai/articles/google-just-lost-one-biggest-185639126.html", "external_url": "https://finance.yahoo.com/technology/ai/articles/google-just-lost-one-biggest-185639126.html", "title": "Google Just Lost One Of Its Biggest AI Names", "content_text": "This article first appeared on GuruFocus. Alphabet (NASDAQ:GOOGL) is facing another test of its ability to retain elite AI talent after former Google chief scientist Jeff Dean reportedly entered talks to raise $1 billion for his new startup, Discovery Loop, at a valuation near $10 billion. The eye-popping figure underscores both Dean's stature and a broader investor willingness to place enormous bets on proven AI researchers, even before their new companies reach commercial scale. Warning! GuruFocus has detected 3 Warning Sign with MSFT. Is GOOGL fairly valued? Test your thesis with our free D", "date_published": "2026-08-13T18:56:39+00:00", "authors": [{"name": "finance.yahoo.com"}], "tags": ["Market update", "MSF"], "_sharemaestro": {"country": "Germany", "coverage": "Provider-linked mention", "market_context": null, "companies": [{"symbol": "MSF", "name": "Microsoft Corporation", "sentiment_url": "https://sharemaestro.com/sentiment/67214c52-6639-432a-b9ad-76874bf5f7ac/"}]}}, {"id": "source:86ccc52e53d18ea064fe8a65de8477bd5a75391a250d3040c59f42399944a44f", "url": "https://finance.yahoo.com/technology/ai/articles/iren-stock-jumps-microsoft-nvidia-185533310.html", "external_url": "https://finance.yahoo.com/technology/ai/articles/iren-stock-jumps-microsoft-nvidia-185533310.html", "title": "IREN Stock Jumps as Microsoft and Nvidia Back Its AI Cloud Push", "content_text": "This article first appeared on GuruFocus. IREN (NASDAQ:IREN) shares climbed about 5% on Thursday after the company confirmed that its first artificial intelligence cloud installation for Microsoft (NASDAQ:MSFT) had been delivered and accepted. The project, called Horizon 1, represents the first of four planned 50-megawatt deployments at IREN's Childress, Texas, site. IREN is scheduled to deliver the systems to Microsoft during 2026 under a five-year cloud services agreement valued at $9.7 billion. Warning! GuruFocus has detected 3 Warning Sign with MSFT. Is MSFT fairly valued? Test your thesis", "date_published": "2026-08-13T18:55:33+00:00", "authors": [{"name": "finance.yahoo.com"}], "tags": ["Market update", "MSF"], "_sharemaestro": {"country": "Germany", "coverage": "Provider-linked mention", "market_context": null, "companies": [{"symbol": "MSF", "name": "Microsoft Corporation", "sentiment_url": "https://sharemaestro.com/sentiment/67214c52-6639-432a-b9ad-76874bf5f7ac/"}]}}, {"id": "source:7d1cbec2184f93e00fd257c118af45784ed0c81dbc6292d1a2f1affe21845bb5", "url": "https://finance.yahoo.com/markets/stocks/articles/alphabet-stock-climbs-norway-fund-184626656.html", "external_url": "https://finance.yahoo.com/markets/stocks/articles/alphabet-stock-climbs-norway-fund-184626656.html", "title": "Alphabet Stock Climbs as Norway Fund Ranks It Third", "content_text": "This article first appeared on GuruFocus. Alphabet (NASDAQ:GOOG), the parent of Google, YouTube and Google Cloud, climbed approximately 1.1% Thursday morning as Norway's Government Pension Fund Global revealed the sheer size of its bet on the tech giant. The fund valued its Alphabet position at 499 billion Norwegian kroner as of June 30, making it the third-largest company holding in the entire portfolio. Only Nvidia (NASDAQ:NVDA) and Apple (NASDAQ:AAPL) ranked higher. Microsoft (NASDAQ:MSFT) was a distant fourth at 347 billion kroner. Warning! GuruFocus has detected 4 Warning Signs with NVDA.", "date_published": "2026-08-13T18:46:26+00:00", "authors": [{"name": "finance.yahoo.com"}], "tags": ["Earnings", "MSF"], "_sharemaestro": {"country": "Germany", "coverage": "Provider-linked mention", "market_context": null, "companies": [{"symbol": "MSF", "name": "Microsoft Corporation", "sentiment_url": "https://sharemaestro.com/sentiment/67214c52-6639-432a-b9ad-76874bf5f7ac/"}]}}, {"id": "source:44628fbf29c4bf42705fd421246f842cc62cc6fa8b1be3c19f40f35c0476b270", "url": "https://finance.yahoo.com/markets/stocks/articles/jp-morgan-revises-microsoft-stock-184231929.html", "external_url": "https://finance.yahoo.com/markets/stocks/articles/jp-morgan-revises-microsoft-stock-184231929.html", "title": "JP Morgan Revises Microsoft Stock Target For 2026", "content_text": "This article first appeared on GuruFocus. Microsoft (NASDAQ:MSFT) is winning a more bullish call from JPMorgan (NYSE:JPM) as accelerating Azure growth and expanding Copilot adoption strengthen the case that its massive AI infrastructure buildout is beginning to translate into higher-value software revenue. Analyst Samik Chatterjee raised his December 2027 price target to $625 from $550 while keeping an Overweight rating, pointing to potential acceleration across both Azure and Microsoft 365 Commercial Cloud. Warning! GuruFocus has detected 3 Warning Sign with MSFT. Is MSFT fairly valued? Test ", "date_published": "2026-08-13T18:42:31+00:00", "authors": [{"name": "finance.yahoo.com"}], "tags": ["Analyst action", "MSF"], "_sharemaestro": {"country": "Germany", "coverage": "Main company", "market_context": null, "companies": [{"symbol": "MSF", "name": "Microsoft Corporation", "sentiment_url": "https://sharemaestro.com/sentiment/67214c52-6639-432a-b9ad-76874bf5f7ac/"}]}}, {"id": "source:d6a307aa27b17d0d87e07710d33cd68428c517b5e2ac9a4064bb7844a69df90b", "url": "https://finance.yahoo.com/technology/ai/articles/intuits-ai-mid-market-push-183000293.html", "external_url": "https://finance.yahoo.com/technology/ai/articles/intuits-ai-mid-market-push-183000293.html", "title": "Intuit's AI and Mid-Market Push: Can Growth Follow Through?", "content_text": "Intuit Inc. INTU is significantly expanding its mid-market strategy by positioning QuickBooks Online Advanced for larger, fast-growing businesses and Intuit Enterprise Suite (\"IES\") for complex, multi-entity organizations. Its key product push, Intuit Intelligence Chat, allows finance teams to ask questions, generate reports, identify anomalies, analyze budgets and initiate workflows using natural language. IES is adding capabilities to address complex business needs, including multi-entity accounting, intercompany accounting and consolidation. AI can also help draft intercompany entries based", "date_published": "2026-08-13T18:30:00+00:00", "authors": [{"name": "finance.yahoo.com"}], "tags": ["Market update", "MSF"], "_sharemaestro": {"country": "Germany", "coverage": "Provider-linked mention", "market_context": null, "companies": [{"symbol": "MSF", "name": "Microsoft Corporation", "sentiment_url": "https://sharemaestro.com/sentiment/67214c52-6639-432a-b9ad-76874bf5f7ac/"}]}}, {"id": "source:0a89f6df9bd6efc119dbfdd17d21d7ee778845addfb0bffc096f2a54d6f6e61a", "url": "https://finance.yahoo.com/markets/stocks/articles/microsoft-msft-pulling-back-china-175925559.html", "external_url": "https://finance.yahoo.com/markets/stocks/articles/microsoft-msft-pulling-back-china-175925559.html", "title": "Microsoft (MSFT) Is Pulling Back From China. Should Investors Worry?", "content_text": "Microsoft (NASDAQ:MSFT) once treated the idea of leaving China as unthinkable. Back in 2010, when Google walked away over censorship concerns, Bill Gates and then-CEO Steve Ballmer thought Google was overreacting. Fast forward to August 13, and Reuters reports that at least 15 Microsoft branch offices and joint ventures in China have closed over the past five years, with the company even weighing a full exit in 2023. Microsoft insists it has no current plans to leave. Still, the retreat raises a fair question for anyone riding Microsoft's AI-driven rally: does China actually move the needle an", "date_published": "2026-08-13T17:59:25+00:00", "authors": [{"name": "finance.yahoo.com"}], "tags": ["Earnings", "MSF"], "_sharemaestro": {"country": "Germany", "coverage": "Main company", "market_context": null, "companies": [{"symbol": "MSF", "name": "Microsoft Corporation", "sentiment_url": "https://sharemaestro.com/sentiment/67214c52-6639-432a-b9ad-76874bf5f7ac/"}]}}, {"id": "source:be5c93356f588640614fb821978fdb100f9e3ab8398b7a1003c98d1d066cc114", "url": "https://finance.yahoo.com/markets/stocks/articles/googl-down-19-52-week-173800679.html", "external_url": "https://finance.yahoo.com/markets/stocks/articles/googl-down-19-52-week-173800679.html", "title": "GOOGL Down 19% From 52-Week High: Buy, Sell or Hold the Stock?", "content_text": "Alphabet GOOGL shares closed at $343.54 on Wednesday, a drop of 19% from the 52-week high of $408.61 on May 18. The decline can be attributed to rising capital expenditure as GOOGL focuses on building its AI infrastructure. In the second quarter of 2026, capital expenditure doubled to $44.9 billion, and the company reported negative free cash flow (FCF) of $5.855 billion. On a trailing 12-month basis, FCF declined 20% to $53.3 billion. Alphabet raised 2026 capital expenditure guidance to the $195-$205 billion range and expects investment to increase significantly again in 2027. Higher deprecia", "date_published": "2026-08-13T17:38:00+00:00", "authors": [{"name": "finance.yahoo.com"}], "tags": ["Earnings", "MSF"], "_sharemaestro": {"country": "Germany", "coverage": "Provider-linked mention", "market_context": null, "companies": [{"symbol": "MSF", "name": "Microsoft Corporation", "sentiment_url": "https://sharemaestro.com/sentiment/67214c52-6639-432a-b9ad-76874bf5f7ac/"}]}}, {"id": "source:97338ecfa0683f87b47feb38b08431a5fd9d8ee1e7f0a4a37e4e43f4b51ab418", "url": "https://finance.yahoo.com/markets/stocks/articles/amazon-price-target-says-32-170006363.html", "external_url": "https://finance.yahoo.com/markets/stocks/articles/amazon-price-target-says-32-170006363.html", "title": "Amazon\u2019s Price Target Says +32% and Not a Single Analyst Says Sell", "content_text": "Quick Read Zero of 62 analysts rate AMZN a Sell, and the 24/7 Wall St. model targets $353, implying 32% upside with 90% confidence. MSFT fell 6% over the past year while GOOGL surged 69%, making AMZN's 21% gain the laggard with the most AI catch-up potential. AWS grew 37%, its fastest pace in 18 quarters, but Amazon's free cash flow turned negative as full-year capex guidance hit $220 billion. It sounds nuts, but SoFi1 is giving new Active Invest users up to $3,000 in stock for a limited time, and all it takes is a $50 deposit to get started.2 See for yourself (Sponsor) Wall Street's love affa", "date_published": "2026-08-13T17:00:06+00:00", "authors": [{"name": "finance.yahoo.com"}], "tags": ["Analyst action", "MSF"], "_sharemaestro": {"country": "Germany", "coverage": "Provider-linked mention", "market_context": null, "companies": [{"symbol": "MSF", "name": "Microsoft Corporation", "sentiment_url": "https://sharemaestro.com/sentiment/67214c52-6639-432a-b9ad-76874bf5f7ac/"}]}}, {"id": "source:2c6e9986fb64c129cdec9d0e679076b3dd69483aaff1779a779237f107ea83f6", "url": "https://finance.yahoo.com/m/1daa8a49-9c95-3761-a8bd-91626c7af6fa/what-dip%3F-why-microsoft.html", "external_url": "https://finance.yahoo.com/m/1daa8a49-9c95-3761-a8bd-91626c7af6fa/what-dip%3F-why-microsoft.html", "title": "What Dip? Why Microsoft Stock's Post-Earnings Momentum Is Set To Continue.", "content_text": "Microsoft stock's trend remains intact, according to David Keller of Sierra Alpha Research, who explains why. Continue Reading", "date_published": "2026-08-13T16:53:44+00:00", "authors": [{"name": "finance.yahoo.com"}], "tags": ["Market update", "MSF"], "_sharemaestro": {"country": "Germany", "coverage": "Main company", "market_context": null, "companies": [{"symbol": "MSF", "name": "Microsoft Corporation", "sentiment_url": "https://sharemaestro.com/sentiment/67214c52-6639-432a-b9ad-76874bf5f7ac/"}]}}, {"id": "source:b237e6b92542204fb8b2920266cca372673b567223487a2d48f5a21a44692817", "url": "https://finance.yahoo.com/technology/ai/articles/microsoft-retreating-china-ai-keeps-165123485.html", "external_url": "https://finance.yahoo.com/technology/ai/articles/microsoft-retreating-china-ai-keeps-165123485.html", "title": "Microsoft Is Retreating in China, but AI Keeps a Door Open", "content_text": "This article first appeared on GuruFocus. Software and cloud giant Microsoft Corp. (MSFT, Financials) has been steadily decreasing its footprint in China as the market becomes difficult to explain due to geopolitical pressure, local rivalry and U.S. export restrictions.Microsoft has shuttered at least 15 branch offices and joint ventures in China over the past five years and even toyed with quitting the country entirely in 2023, Reuters reported.In the end, the company stayed. One reason is that it has capitalized on making money enabling Chinese companies like ByteDance and Shein run global o", "date_published": "2026-08-13T16:51:23+00:00", "authors": [{"name": "finance.yahoo.com"}], "tags": ["Market update", "MSF"], "_sharemaestro": {"country": "Germany", "coverage": "Main company", "market_context": null, "companies": [{"symbol": "MSF", "name": "Microsoft Corporation", "sentiment_url": "https://sharemaestro.com/sentiment/67214c52-6639-432a-b9ad-76874bf5f7ac/"}]}}, {"id": "source:fac01d108ac82da1d5859f9c6c66fd5d43d1c97c566d98bdff39dd2ff07ba25a", "url": "https://finance.yahoo.com/m/e6273129-b1c4-3c91-b8de-df13d5a8aa2e/the-numbers-get-larger-and.html", "external_url": "https://finance.yahoo.com/m/e6273129-b1c4-3c91-b8de-df13d5a8aa2e/the-numbers-get-larger-and.html", "title": "The Numbers Get Larger and Larger: Inside the AI Financing Scramble", "content_text": "Nvidia and Intel are trying to solve two very different problems, though both are tied to the AI data-center boom. Continue Reading", "date_published": "2026-08-13T16:51:00+00:00", "authors": [{"name": "finance.yahoo.com"}], "tags": ["Market update", "MSF"], "_sharemaestro": {"country": "Germany", "coverage": "Provider-linked mention", "market_context": null, "companies": [{"symbol": "MSF", "name": "Microsoft Corporation", "sentiment_url": "https://sharemaestro.com/sentiment/67214c52-6639-432a-b9ad-76874bf5f7ac/"}]}}, {"id": "source:0243ae4d767efcd22446dd74ab0eebf6e3e6b4f2902a3aee7510441629b5d875", "url": "https://www.nasdaq.com/articles/stocks-close-higher-favorable-cpi-report-and-positive-ai-news", "external_url": "https://www.nasdaq.com/articles/stocks-close-higher-favorable-cpi-report-and-positive-ai-news", "title": "Stocks Close Higher on Favorable CPI Report and Positive AI News", "content_text": "The S&P 500 Index ($SPX) (SPY) on Wednesday rose +0.26%, the Dow Jones Industrial Average ($DOWI) (DIA) fell -0.04%, and the Nasdaq 100 Index ($IUXX) (QQQ) rose +0.74%. September E-mini S&P futures (ESU26) rose +0.31%, and September E-mini Nasdaq futures (NQU26) rose +0.71%. Stocks closed higher on Wednesday due to strength in AI and chip stocks after CoreWeave and Super Micro reported better-than-expected earnings. Stocks also received a lift from Wednesday\u2019s favorable CPI report, which supported T-note prices and reduced the odds of a rate hike at the next FOMC meeting to 40% from 51% on Tue", "date_published": "2026-08-13T16:50:56+00:00", "authors": [{"name": "nasdaq.com"}], "tags": ["Earnings", "MSF"], "_sharemaestro": {"country": "Germany", "coverage": "Provider-linked mention", "market_context": null, "companies": [{"symbol": "MSF", "name": "Microsoft Corporation", "sentiment_url": "https://sharemaestro.com/sentiment/67214c52-6639-432a-b9ad-76874bf5f7ac/"}]}}, {"id": "source:17d6b9526e4d9811bb577d7be97e6a500d8b2a9eee82b6483fe2917cb62fc0f1", "url": "https://news.google.com/rss/articles/CBMizAFBVV95cUxQd2w2N0M1dG4tcUZrUTZmV0hUNHhRR1dXM2tFbFF2RDNDbzVEUnJzeTlvdFVoS2xwZmw2TUtFeTVnd1JSeGdrODY1WGNXdjdLUzdaU1RJX1U2ZnZIWHB2dEpDZ2Z1cmFZelBPb3JfQ0J1eHZDM3RsUHFEUFVVVnVkSUtVWWV3aXB4ZERKSmhmdm1HZzNtLU5vSUdsUHRXcnk2UWJEOWdWSzN4MFRDYjhVWE9jMDB2aDY1QW12X2x5RWw3TTBuTUxWUFR2V3g?oc=5", "external_url": "https://news.google.com/rss/articles/CBMizAFBVV95cUxQd2w2N0M1dG4tcUZrUTZmV0hUNHhRR1dXM2tFbFF2RDNDbzVEUnJzeTlvdFVoS2xwZmw2TUtFeTVnd1JSeGdrODY1WGNXdjdLUzdaU1RJX1U2ZnZIWHB2dEpDZ2Z1cmFZelBPb3JfQ0J1eHZDM3RsUHFEUFVVVnVkSUtVWWV3aXB4ZERKSmhmdm1HZzNtLU5vSUdsUHRXcnk2UWJEOWdWSzN4MFRDYjhVWE9jMDB2aDY1QW12X2x5RWw3TTBuTUxWUFR2V3g?oc=5", "title": "Die Synopsys-Aktie konsolidiert vor Zahlen, Analysten erwarten starkes Wachstum", "content_text": "Die Synopsys-Aktie konsolidiert vor Zahlen, Analysten erwarten starkes Wachstum", "date_published": "2026-08-13T16:39:26+00:00", "authors": [{"name": "AD HOC NEWS"}], "tags": ["Market update", "SYP"], "_sharemaestro": {"country": "Germany", "coverage": "Main company", "market_context": null, "companies": [{"symbol": "SYP", "name": "Synopsys, Inc.", "sentiment_url": "https://sharemaestro.com/sentiment/4a459677-f139-47b5-bba1-40e976132b8e/"}]}}, {"id": "source:f951b20765679e36d05c93a89643b6ac4c502d1a80cff56ca2306b69131a0870", "url": "https://finance.yahoo.com/markets/stocks/articles/lowest-beta-mega-cap-just-163016648.html", "external_url": "https://finance.yahoo.com/markets/stocks/articles/lowest-beta-mega-cap-just-163016648.html", "title": "The Lowest-Beta Mega-Cap Just Got a $358 Target", "content_text": "Quick Read Apple (AAPL) earns a BUY at 90% confidence with a $359 price target implying 19% upside, backed by nine consecutive earnings beats. While Alphabet (GOOGL) trades at 15x earnings and Microsoft (MSFT) at 27x, Apple's $4.4 trillion capital return machine justifies its premium forward P/E. It sounds nuts, but SoFi1 is giving new Active Invest users up to $3,000 in stock for a limited time, and all it takes is a $50 deposit to get started.2 See for yourself (Sponsor) Our 24/7 Wall St. price target for Apple (NASDAQ: AAPL) is $358.99, implying 18.77% upside from the $302.25 close on Augus", "date_published": "2026-08-13T16:30:16+00:00", "authors": [{"name": "finance.yahoo.com"}], "tags": ["Earnings", "MSF"], "_sharemaestro": {"country": "Germany", "coverage": "Provider-linked mention", "market_context": null, "companies": [{"symbol": "MSF", "name": "Microsoft Corporation", "sentiment_url": "https://sharemaestro.com/sentiment/67214c52-6639-432a-b9ad-76874bf5f7ac/"}]}}, {"id": "source:f33d11299b5252ca809ee3a6f57c83ec47340b5d62e5aff0ec26596f29695f17", "url": "https://finance.yahoo.com/technology/ai/articles/iren-100-bull-case-hinges-162631786.html", "external_url": "https://finance.yahoo.com/technology/ai/articles/iren-100-bull-case-hinges-162631786.html", "title": "IREN\u2019s $100 Bull Case Hinges on a 5-10x AI Cloud Advantage", "content_text": "Iren Ltd. (NASDAQ:IREN) has been transitioning itself from being a Bitcoin miner into a major neocloud provider. The company has been leveraging its massive power infrastructure to provide AI cloud compute for tech giants such as NVIDIA Corporation (NASDAQ:NVDA) and Microsoft Corporation (NASDAQ:MSFT). No wonder one Wall Street firm believes compute scarcity and higher prices could validate the company's capex-heavy neo-cloud strategy. On August 13, Bernstein SocGen Group analyst Gautam Chhugani reiterated an Outperform rating on IREN with a $100.00 price target. This target implies roughly 12", "date_published": "2026-08-13T16:26:31+00:00", "authors": [{"name": "finance.yahoo.com"}], "tags": ["Analyst action", "MSF"], "_sharemaestro": {"country": "Germany", "coverage": "Provider-linked mention", "market_context": null, "companies": [{"symbol": "MSF", "name": "Microsoft Corporation", "sentiment_url": "https://sharemaestro.com/sentiment/67214c52-6639-432a-b9ad-76874bf5f7ac/"}]}}, {"id": "source:1f549586afd133e2da37d04ce7a85c1e707a23907d48bd549281deee56ac0bf4", "url": "https://www.nasdaq.com/articles/4-nuclear-stocks-riding-ai-power-boom-2027-and-beyond", "external_url": "https://www.nasdaq.com/articles/4-nuclear-stocks-riding-ai-power-boom-2027-and-beyond", "title": "4 Nuclear Stocks Riding the AI Power Boom Into 2027 and Beyond", "content_text": "Key Points Oklo recently acquired Atomic Alchemy, which will expand the company's capabilities beyond selling SMRs. As the second-largest uranium miner, Cameco is the force fueling the nuclear industry recovery. Nuclear energy is needed to meet the ever-growing power demand of AI and data centers.10 stocks we like better than Cameco \u203a The electricity demand from artificial intelligence has created an immense power problem, and nuclear has emerged as one of the best solutions. Hyperscalers need constant, carbon-free electricity to run their data centers. Nuclear developers and providers are now", "date_published": "2026-08-13T16:25:00+00:00", "authors": [{"name": "nasdaq.com"}], "tags": ["Deals and strategy", "MSF"], "_sharemaestro": {"country": "Germany", "coverage": "Provider-linked mention", "market_context": null, "companies": [{"symbol": "MSF", "name": "Microsoft Corporation", "sentiment_url": "https://sharemaestro.com/sentiment/67214c52-6639-432a-b9ad-76874bf5f7ac/"}]}}, {"id": "source:3f828fc14a0e06882292aae19262bae309b1a65bbf3e931f0375955be2753e17", "url": "https://finance.yahoo.com/markets/stocks/articles/fintech-payments-firms-outperform-expectations-162221489.html", "external_url": "https://finance.yahoo.com/markets/stocks/articles/fintech-payments-firms-outperform-expectations-162221489.html", "title": "Fintech, Payments Firms Outperform Expectations Amid Solid Consumer Spending, RBC Says", "content_text": "Financial technology and payments companies outperformed quarterly estimates as consumer spending tu 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 subscription? Sign in", "date_published": "2026-08-13T16:22:21+00:00", "authors": [{"name": "finance.yahoo.com"}], "tags": ["Analyst action", "SQ3"], "_sharemaestro": {"country": "Germany", "coverage": "Provider-linked mention", "market_context": null, "companies": [{"symbol": "SQ3", "name": "Block, Inc.", "sentiment_url": "https://sharemaestro.com/sentiment/985448e7-d4da-4f7b-9e9c-72a996c96a34/"}]}}, {"id": "source:cb82c3bfb6a908397c931879ca0a91ed8c42c721bffdf66b6ab02be1bf6755f4", "url": "https://finance.yahoo.com/markets/stocks/articles/hubspot-stock-fell-11-3-160900923.html", "external_url": "https://finance.yahoo.com/markets/stocks/articles/hubspot-stock-fell-11-3-160900923.html", "title": "HubSpot Stock Fell 11.3% in a Week. Is the Weakness an Opportunity?", "content_text": "HubSpot, Inc. HUBS has come under pressure even as its second-quarter results showed continued revenue growth, customer expansion and rising AI adoption. The stock's decline puts greater focus on whether the company can convert its AI investments and enterprise momentum into durable growth. The near-term picture is less clear. Management expects slower customer additions, pressure on net upgrade rates and longer buying cycles through the rest of 2026, while pricing changes are designed to lower barriers to AI adoption. HUBS Faces Slower Buying Decisions HubSpot said larger buying committees, m", "date_published": "2026-08-13T16:09:00+00:00", "authors": [{"name": "finance.yahoo.com"}], "tags": ["Earnings", "MSF"], "_sharemaestro": {"country": "Germany", "coverage": "Provider-linked mention", "market_context": null, "companies": [{"symbol": "MSF", "name": "Microsoft Corporation", "sentiment_url": "https://sharemaestro.com/sentiment/67214c52-6639-432a-b9ad-76874bf5f7ac/"}]}}, {"id": "source:b20665143de31d139a17a3a37bc62fd73dbbc855c0fa946e9c4f4368471b02ba", "url": "https://finance.yahoo.com/m/33535ae3-c0fc-38c2-a2b2-e81bc8ba84fa/bill-ackman-invests-in.html", "external_url": "https://finance.yahoo.com/m/33535ae3-c0fc-38c2-a2b2-e81bc8ba84fa/bill-ackman-invests-in.html", "title": "Bill Ackman Invests in Netflix and Visa in a Tough Year for His Pershing Square Funds", "content_text": "The hedge fund manager has added Visa, Mastercard, Netflix and three other new investments to his portfolios. Continue Reading", "date_published": "2026-08-13T16:07:00+00:00", "authors": [{"name": "finance.yahoo.com"}], "tags": ["Market update", "MSF"], "_sharemaestro": {"country": "Germany", "coverage": "Provider-linked mention", "market_context": null, "companies": [{"symbol": "MSF", "name": "Microsoft Corporation", "sentiment_url": "https://sharemaestro.com/sentiment/67214c52-6639-432a-b9ad-76874bf5f7ac/"}]}}, {"id": "source:fb06f9d3483a71ac22b126ebc654a4939c5e39d737f23398fad02000ae45e034", "url": "https://finance.yahoo.com/technology/ai/articles/fireflies-ai-launches-email-assistant-160000507.html", "external_url": "https://finance.yahoo.com/technology/ai/articles/fireflies-ai-launches-email-assistant-160000507.html", "title": "Fireflies.ai launches Email Assistant, bringing the AI millions rely on for meetings to the inbox", "content_text": "Fireflies AI Email Assistant triages incoming mail, drafts replies, and suggests follow-ups using context from meetings, not just a single email thread. Available today on all plans including free SAN FRANCISCO, Aug. 13, 2026 (GLOBE NEWSWIRE) -- Fireflies.ai, the AI Work Assistant used by teams at 75% of Fortune 500 companies, today launched Email Assistant, an AI inbox assistant that can use context from both email threads and past meetings with the people on them to triage incoming mail, draft replies and follow up when conversations go quiet. It brings the AI that 20+ million people use to ", "date_published": "2026-08-13T16:00:00+00:00", "authors": [{"name": "finance.yahoo.com"}], "tags": ["Market update", "MSF"], "_sharemaestro": {"country": "Germany", "coverage": "Provider-linked mention", "market_context": null, "companies": [{"symbol": "MSF", "name": "Microsoft Corporation", "sentiment_url": "https://sharemaestro.com/sentiment/67214c52-6639-432a-b9ad-76874bf5f7ac/"}]}}, {"id": "source:cc5e3a9a9908233996adeaeb468563a27f8af1f2164add9aafbbd8a09f88e1fc", "url": "https://news.google.com/rss/articles/CBMipwFBVV95cUxOTTNVRngtOEdGaFNqZU16V0h6TFhxZnNrcmFQd29OREEzTlRKUl9tdE5LY2hUOFR6YUdIMWhqc28xYkV0N1ZvVXItOVdpeTNrbFRoZ1ZrOGtKVGwwVGdENnhJLTZHTGhadmlKbHp1Y2JzTi1QOVZWeVhvZ3ZXWF9zTmprend1bC1iZThsM2VzNE9MV0hQdVo0ZW5UdlMwb0FSN2ZrbEhZZw?oc=5", "external_url": "https://news.google.com/rss/articles/CBMipwFBVV95cUxOTTNVRngtOEdGaFNqZU16V0h6TFhxZnNrcmFQd29OREEzTlRKUl9tdE5LY2hUOFR6YUdIMWhqc28xYkV0N1ZvVXItOVdpeTNrbFRoZ1ZrOGtKVGwwVGdENnhJLTZHTGhadmlKbHp1Y2JzTi1QOVZWeVhvZ3ZXWF9zTmprend1bC1iZThsM2VzNE9MV0hQdVo0ZW5UdlMwb0FSN2ZrbEhZZw?oc=5", "title": "EQS-Adhoc: NFON AG aktualisiert Prognose f\u00fcr das Gesch\u00e4ftsjahr 2026 (deutsch)", "content_text": "EQS-Adhoc: NFON AG aktualisiert Prognose f\u00fcr das Gesch\u00e4ftsjahr 2026 (deutsch)", "date_published": "2026-08-13T15:51:02+00:00", "authors": [{"name": "Ariva"}], "tags": ["Market update", "NFN"], "_sharemaestro": {"country": "Germany", "coverage": "Main company", "market_context": null, "companies": [{"symbol": "NFN", "name": "NFON AG", "sentiment_url": "https://sharemaestro.com/sentiment/2e3ec9e5-c4c9-4d10-8d5b-61011a497bab/"}]}}, {"id": "source:a27ad7436692a156841ee5777d1e9607fdb76b4f2ab1e2c6d2097d3d4fcabc1a", "url": "https://finance.yahoo.com/markets/stocks/articles/nebius-surges-34-post-q2-154100134.html", "external_url": "https://finance.yahoo.com/markets/stocks/articles/nebius-surges-34-post-q2-154100134.html", "title": "Nebius Surges 34% Post Q2: Will $40B Backlog Power Further Growth?", "content_text": "Nebius Group N.V. NBIS delivered a robust second-quarter 2026 performance, marked by triple-digit revenue growth, expanding profitability and substantial customer commitments that provide visibility into its future growth trajectory. Revenues surged 454% year over year to $582 million and increased 46% sequentially. The performance was driven by capacity additions and high-margin revenues from a new asset-light business model and Token Factory, and contributions from recent acquisitions. Nebius AI business revenues climbed 514% to $575 million, representing 98% of total revenues. Following the", "date_published": "2026-08-13T15:41:00+00:00", "authors": [{"name": "finance.yahoo.com"}], "tags": ["Earnings", "MSF"], "_sharemaestro": {"country": "Germany", "coverage": "Provider-linked mention", "market_context": null, "companies": [{"symbol": "MSF", "name": "Microsoft Corporation", "sentiment_url": "https://sharemaestro.com/sentiment/67214c52-6639-432a-b9ad-76874bf5f7ac/"}]}}, {"id": "source:0ffa25edd9a956b6fc6a3e77736e69ee633c61d8873a2694b154e74cccd8a519", "url": "https://finance.yahoo.com/technology/ai/articles/big-short-steve-eisman-says-153333204.html", "external_url": "https://finance.yahoo.com/technology/ai/articles/big-short-steve-eisman-says-153333204.html", "title": "\"Big Short\" Steve Eisman says China\u2019s AI models are \"Achilles\u2019 heel\" of AI trade", "content_text": "Investing.com -- Steve Eisman said the artificial intelligence boom depends largely on the success of just two companies: OpenAI and Anthropic. The investor, known for betting against the housing market before the global financial crisis, said Tuesday on CNBC's \"Fast Money\" that the two AI startups represent about 70% of AI-related revenue at Microsoft, Amazon, Alphabet's Google and Oracle. He added they account for 25% to 35% of cloud revenue at these companies. \"The futures of these massive companies, in a sense, are a bet that OpenAI, Anthropic are going to succeed,\" Eisman said. The podcas", "date_published": "2026-08-13T15:33:33+00:00", "authors": [{"name": "finance.yahoo.com"}], "tags": ["Earnings", "MSF"], "_sharemaestro": {"country": "Germany", "coverage": "Provider-linked mention", "market_context": null, "companies": [{"symbol": "MSF", "name": "Microsoft Corporation", "sentiment_url": "https://sharemaestro.com/sentiment/67214c52-6639-432a-b9ad-76874bf5f7ac/"}]}}, {"id": "source:b99a08a1e1d6c20322c7d462fd2ed4b9f7954beff655535704b7da2d8646e76c", "url": "https://finance.yahoo.com/markets/stocks/articles/verisign-ceo-james-bidzos-sells-152501320.html", "external_url": "https://finance.yahoo.com/markets/stocks/articles/verisign-ceo-james-bidzos-sells-152501320.html", "title": "VeriSign CEO James Bidzos Sells 3,300 Shares for $979,000", "content_text": "D. James Bidzos, Exec. Chairman, Pres, & CEO of VeriSign (NASDAQ:VRSN), sold 3,300 shares of common stock on Aug. 4, 2026, according to a recent SEC Form 4 filing. Transaction summary Metric Value Shares sold 3,300 Transaction value $979,000 Post-transaction shares (directly held) 409,639 Post-transaction value $122.56 million Transaction value based on SEC Form 4 weighted average sale price ($296.54); post-transaction value based on Aug. 04, 2026, market close ($299.20). Key questions How does this transaction align with the insider's total equity position? The sale of 3,300 shares is a relat", "date_published": "2026-08-13T15:25:01+00:00", "authors": [{"name": "finance.yahoo.com"}], "tags": ["Earnings", "VRS"], "_sharemaestro": {"country": "Germany", "coverage": "Main company", "market_context": null, "companies": [{"symbol": "VRS", "name": "VeriSign, Inc.", "sentiment_url": "https://sharemaestro.com/sentiment/97a8c5b5-b626-47a7-9c60-4ddc39bee53c/"}]}}, {"id": "source:dc95a5fc44dff3bd1be3ac42890bf51d4bf8e0321001016d5a2764373be7fe7d", "url": "https://finance.yahoo.com/technology/ai/articles/sam-altman-told-white-house-152500992.html", "external_url": "https://finance.yahoo.com/technology/ai/articles/sam-altman-told-white-house-152500992.html", "title": "Sam Altman Told the White House He Supports Slowing AI Development. Here's Why That Matters for AI Stocks.", "content_text": "In late July, Sam Altman went to Washington, D.C., to brief lawmakers on OpenAI's next-frontier model after one of its systems autonomously hacked another artificial intelligence (AI) platform, Hugging Face, and then pivoted to attack a customer's cloud account. Coming out of those meetings, he told reporters he supports slowing the pace of AI development, said he had seen the draft framework for implementing President Donald Trump's AI executive order, and confirmed he would meet with White House chief of staff Susie Wiles to discuss how to vet newer AI models before release. That is a long w", "date_published": "2026-08-13T15:25:00+00:00", "authors": [{"name": "finance.yahoo.com"}], "tags": ["Market update", "MSF"], "_sharemaestro": {"country": "Germany", "coverage": "Provider-linked mention", "market_context": null, "companies": [{"symbol": "MSF", "name": "Microsoft Corporation", "sentiment_url": "https://sharemaestro.com/sentiment/67214c52-6639-432a-b9ad-76874bf5f7ac/"}]}}, {"id": "source:ff78312eb4e2d5e6406b0b594d91b232b04acfae90601faba3a92c1f9bc84788", "url": "https://finance.yahoo.com/markets/stocks/articles/iren-rallies-6-microsoft-signs-152128618.html", "external_url": "https://finance.yahoo.com/markets/stocks/articles/iren-rallies-6-microsoft-signs-152128618.html", "title": "IREN Rallies 6% as Microsoft Signs Off on Horizon 1, NVIDIA Grants Exemplar Cloud Status", "content_text": "Quick Read IREN surged 6% after Microsoft formally accepted Horizon 1, triggering monthly invoicing under a five-year, $9.7 billion cloud services agreement. NVIDIA's Exemplar Cloud designation validates Horizon 1's AI performance, potentially helping IREN attract hyperscalers beyond Microsoft for its 480MW 2026 capacity target. Peers APLD, CORZ, and WULF didn't match the size of IREN stock's move Thursday, confirming IREN's rally is a company-specific execution win, not a sector rotation. It sounds nuts, but SoFi1 is giving new Active Invest users up to $3,000 in stock for a limited time, and", "date_published": "2026-08-13T15:21:28+00:00", "authors": [{"name": "finance.yahoo.com"}], "tags": ["Earnings", "MSF"], "_sharemaestro": {"country": "Germany", "coverage": "Provider-linked mention", "market_context": null, "companies": [{"symbol": "MSF", "name": "Microsoft Corporation", "sentiment_url": "https://sharemaestro.com/sentiment/67214c52-6639-432a-b9ad-76874bf5f7ac/"}]}}, {"id": "source:a44856dea11692c94a37fc00d21629c006791a830fe81e3b462e2cb0e05116ff", "url": "https://finance.yahoo.com/technology/ai/articles/canary-technologies-named-2026-inc-151900839.html", "external_url": "https://finance.yahoo.com/technology/ai/articles/canary-technologies-named-2026-inc-151900839.html", "title": "Canary Technologies Named to the 2026 Inc. 5000 List", "content_text": "Canary ranks among the fastest-growing companies in the U.S., fueled by global adoption of its hospitality-specific AI platform. SAN FRANCISCO, Aug. 13, 2026 /PRNewswire/ -- Canary Technologies, the leading AI platform for hotel and guest management, has been named to the 2026 Inc. 5000, the prestigious annual ranking of the fastest-growing private companies in America. The distinction recognizes Canary's leadership in hotel technology innovation and highlights the hospitality industry's rapid acceleration in adopting AI solutions.Canary Technologies Logo The Inc. 5000 celebrates the nation's ", "date_published": "2026-08-13T15:19:00+00:00", "authors": [{"name": "finance.yahoo.com"}], "tags": ["Earnings", "MSF"], "_sharemaestro": {"country": "Germany", "coverage": "Provider-linked mention", "market_context": null, "companies": [{"symbol": "MSF", "name": "Microsoft Corporation", "sentiment_url": "https://sharemaestro.com/sentiment/67214c52-6639-432a-b9ad-76874bf5f7ac/"}]}}, {"id": "source:3e6b6da78ee05f46320ab63ec19ec7f22d8a7888fb43731c571bca60a0c39a15", "url": "https://finance.yahoo.com/technology/ai/articles/ibms-together-ai-cloud-deal-151500675.html", "external_url": "https://finance.yahoo.com/technology/ai/articles/ibms-together-ai-cloud-deal-151500675.html", "title": "Can IBM's Together AI Cloud Deal Boost Its Growth Prospects?", "content_text": "International Business Machines Corporation IBM has entered into a multi-year, $240 million agreement with Together AI to support the growing demand for enterprise artificial intelligence (AI) inference. The partnership will enable IBM to expand its cloud infrastructure offerings for open-source AI workloads and strengthen its position in the rapidly growing AI infrastructure market. Under the agreement, the company plans to deploy a large cluster of NVIDIA Corporation's NVDA HGX B300 systems on IBM Cloud and provide Together AI with enterprise-grade cloud infrastructure powered by NVIDIA's ad", "date_published": "2026-08-13T15:15:00+00:00", "authors": [{"name": "finance.yahoo.com"}], "tags": ["Deals and strategy", "MSF"], "_sharemaestro": {"country": "Germany", "coverage": "Provider-linked mention", "market_context": null, "companies": [{"symbol": "MSF", "name": "Microsoft Corporation", "sentiment_url": "https://sharemaestro.com/sentiment/67214c52-6639-432a-b9ad-76874bf5f7ac/"}]}}, {"id": "source:f6ecfcd09fd98e3178f7a04fce45d969b180449c0676f46807c225bda109d66a", "url": "https://finance.yahoo.com/technology/ai/articles/amd-raise-much-5-billion-151416792.html", "external_url": "https://finance.yahoo.com/technology/ai/articles/amd-raise-much-5-billion-151416792.html", "title": "AMD to Raise as Much as $5 Billion From Debt Offering", "content_text": "(Bloomberg) -- Advanced Micro Devices Inc. is planning to raise as much $5 billion in what could be the chipmaker's biggest-ever investment-grade bond sale, adding to a wave of debt tied to the artificial intelligence boom. Most Read from Bloomberg Walter Sells Lakers, Seeks More Cash to Pay Loans Amid DOJ Probe Anthropic Said in Talks to Buy Startup Decart for $6 Billion Phoebe Gates Knew Phia Shopping App Took Credit for Sales It Didn't Drive Trump Seeks Immediate Halt to Judge's Penalties in IRS Case Trump Weighs Call for Capital Gains Tax Cuts as Midterm Boost No final decision has been ma", "date_published": "2026-08-13T15:14:16+00:00", "authors": [{"name": "finance.yahoo.com"}], "tags": ["Balance sheet", "MSF"], "_sharemaestro": {"country": "Germany", "coverage": "Provider-linked mention", "market_context": null, "companies": [{"symbol": "MSF", "name": "Microsoft Corporation", "sentiment_url": "https://sharemaestro.com/sentiment/67214c52-6639-432a-b9ad-76874bf5f7ac/"}]}}, {"id": "source:86dc2ce14a3d03f23de46b4dcc8f7ab7ccafb0b7f4449e1dd6ff88c32a30f8b4", "url": "https://finance.yahoo.com/technology/ai/articles/iren-iren-12-3-microsoft-151245335.html", "external_url": "https://finance.yahoo.com/technology/ai/articles/iren-iren-12-3-microsoft-151245335.html", "title": "IREN (IREN) Is Up 12.3% After Microsoft Accepts Horizon 1 AI Cloud Deployment - What's Changed", "content_text": "IREN Limited recently confirmed that Horizon 1, the first of four 50MW direct-to-chip liquid-cooled AI cloud deployments, has been delivered to and accepted by Microsoft under their five-year, US$9.70 billion cloud services contract. In parallel, IREN secured NVIDIA Exemplar Cloud status for its GB300 NVL72 deployment at Horizon 1, underscoring its capability to run high-performance AI workloads at scale for hyperscale customers. We'll now explore how Microsoft's acceptance of Horizon 1 influences IREN's existing investment narrative around AI cloud growth and capital intensity. Rare earth met", "date_published": "2026-08-13T15:12:45+00:00", "authors": [{"name": "finance.yahoo.com"}], "tags": ["Earnings", "MSF"], "_sharemaestro": {"country": "Germany", "coverage": "Provider-linked mention", "market_context": null, "companies": [{"symbol": "MSF", "name": "Microsoft Corporation", "sentiment_url": "https://sharemaestro.com/sentiment/67214c52-6639-432a-b9ad-76874bf5f7ac/"}]}}, {"id": "source:a7b67cd01718cf5bb384014130108fe2944222e6267a3a5beb3aa6904780d9ae", "url": "https://finance.yahoo.com/technology/article/google-becomes-latest-company-to-raise-prices-thanks-to-memory-shortage-151004099.html", "external_url": "https://finance.yahoo.com/technology/article/google-becomes-latest-company-to-raise-prices-thanks-to-memory-shortage-151004099.html", "title": "Google becomes latest company to raise prices thanks to memory shortage", "content_text": "You can blame AI for yet another price hike in the tech industry. Google (GOOG, GOOGL) on Wednesday revealed its Pixel 11 family of smartphones, a collection that includes the company's latest foldable phone, the Pixel 11 Pro Fold. But each phone also gets a $100 price increase versus its predecessor. The Pixel 11 and 11 Pro, however, have twice the starting storage as the Pixel 10 and 10 Pro. But the Pixel 11 Pro and Pro XL also have less starting memory than the 10 Pro and 10 Pro XL. Google says that you'll still see strong performance out of its devices. \"Through software and silicon optimi", "date_published": "2026-08-13T15:10:04+00:00", "authors": [{"name": "finance.yahoo.com"}], "tags": ["Market update", "MSF"], "_sharemaestro": {"country": "Germany", "coverage": "Provider-linked mention", "market_context": null, "companies": [{"symbol": "MSF", "name": "Microsoft Corporation", "sentiment_url": "https://sharemaestro.com/sentiment/67214c52-6639-432a-b9ad-76874bf5f7ac/"}]}}, {"id": "source:37823f38c65907f316dcb216ce397396f279151ec7bd4b7c7cacb24fdc153929", "url": "https://finance.yahoo.com/markets/stocks/articles/pershing-square-h1-earnings-call-150609179.html", "external_url": "https://finance.yahoo.com/markets/stocks/articles/pershing-square-h1-earnings-call-150609179.html", "title": "Pershing Square H1 Earnings Call Highlights", "content_text": "Pershing Square (LON:PSH) held its first earnings call as Pershing Square Inc., with Chief Executive Officer and Chairman Bill Ackman outlining a strategy centered on long-term compounding in its existing investment vehicles, potential new fund launches and efforts to improve trading in Pershing Square USA Ltd. shares. Ackman said the firm's principal focus remains investment performance rather than frequent fundraising. He said Pershing Square expects the earnings of its portfolio companies to compound over time and believes the holdings are currently undervalued. In turn, he said, increases ", "date_published": "2026-08-13T15:06:09+00:00", "authors": [{"name": "finance.yahoo.com"}], "tags": ["Earnings", "MSF"], "_sharemaestro": {"country": "Germany", "coverage": "Provider-linked mention", "market_context": null, "companies": [{"symbol": "MSF", "name": "Microsoft Corporation", "sentiment_url": "https://sharemaestro.com/sentiment/67214c52-6639-432a-b9ad-76874bf5f7ac/"}]}}, {"id": "source:b8c02440b03449de98a0d897db380044bba1ad9ae37e65fa95ac78aa844efebf", "url": "https://finance.yahoo.com/technology/ai/articles/coreweaves-35-39b-capex-plan-150400194.html", "external_url": "https://finance.yahoo.com/technology/ai/articles/coreweaves-35-39b-capex-plan-150400194.html", "title": "CoreWeave's $35-$39B Capex Plan: Can AI Demand Justify the Spend?", "content_text": "CoreWeave (CRWV is aggressively expanding its AI infrastructure to meet increasing customer demand, necessitating massive capacity additions. 2026 capital expenditures are now projected to be between $35 billion and $39 billion (up from $31-$35 billion), indicating the scale of its AI infrastructure ambitions. Second-quarter revenues of $2.6 billion jumped 112% year over year and 24% sequentially. Backlog reached $104.2 billion, surging 246% year over year. This does not include more than $25 billion of net new customer commitments secured in the early third quarter. To support these long-term", "date_published": "2026-08-13T15:04:00+00:00", "authors": [{"name": "finance.yahoo.com"}], "tags": ["Earnings", "MSF"], "_sharemaestro": {"country": "Germany", "coverage": "Provider-linked mention", "market_context": null, "companies": [{"symbol": "MSF", "name": "Microsoft Corporation", "sentiment_url": "https://sharemaestro.com/sentiment/67214c52-6639-432a-b9ad-76874bf5f7ac/"}]}}, {"id": "source:21cdd6efb4f006a77a1ccec8b3e58b1a3934172bb51c9e54a5a601ca9f190457", "url": "https://finance.yahoo.com/media-advertising/articles/advertising-research-foundation-announces-2026-150200996.html", "external_url": "https://finance.yahoo.com/media-advertising/articles/advertising-research-foundation-announces-2026-150200996.html", "title": "The Advertising Research Foundation Announces 2026 ARF David Ogilvy Awards Finalists", "content_text": "NEW YORK, Aug. 13, 2026 /PRNewswire/ -- The Advertising Research Foundation (ARF) today announced the finalists for the 2026 ARF David Ogilvy Awards, honoring excellence in research-driven advertising and marketing. For more than 30 years, the ARF David Ogilvy Awards have recognized campaigns that demonstrate how consumer insights and research can inspire creative work that delivers measurable business results. This year's finalists represent leading brands across categories including Automotive, B2B, Cultural Fluency, Financial Services & Insurance, Food & Beverage, Health & Personal Care, Be", "date_published": "2026-08-13T15:02:00+00:00", "authors": [{"name": "finance.yahoo.com"}], "tags": ["Earnings", "MSF"], "_sharemaestro": {"country": "Germany", "coverage": "Provider-linked mention", "market_context": null, "companies": [{"symbol": "MSF", "name": "Microsoft Corporation", "sentiment_url": "https://sharemaestro.com/sentiment/67214c52-6639-432a-b9ad-76874bf5f7ac/"}]}}, {"id": "source:cd71dbc6d4bc8a62f471900dac758275db16f8ea2d91a8a84a1ac387aab8629c", "url": "https://www.nasdaq.com/articles/palantir-aip-could-deliver-powerful-shift-companys-growth-trajectory", "external_url": "https://www.nasdaq.com/articles/palantir-aip-could-deliver-powerful-shift-companys-growth-trajectory", "title": "Palantir AIP Could Deliver a Powerful Shift in the Company's Growth Trajectory", "content_text": "Palantir (NASDAQ: PLTR) is transforming from a government-focused contractor into a commercial AI platform with trillion-dollar ambitions. This video examines whether AIP can become the operating system for enterprise AI and whether Palantir's accelerating growth can justify its demanding valuation. Stock prices used were the market prices of July 30, 2026. The video was published on Aug. 12, 2026. Missed Nvidia in 2009? This Rare Signal Is Flashing Again.In 2009, a \"Double Down\" signal flashed for a little-known chipmaker called Nvidia. For the first time in years, that same \"Total Conviction", "date_published": "2026-08-13T15:00:00+00:00", "authors": [{"name": "nasdaq.com"}], "tags": ["Market update", "PTX"], "_sharemaestro": {"country": "Germany", "coverage": "Main company", "market_context": null, "companies": [{"symbol": "PTX", "name": "Palantir Technologies Inc.", "sentiment_url": "https://sharemaestro.com/sentiment/ce6311e1-dc8a-4db4-88d9-90cd494d3f00/"}]}}, {"id": "source:02daf13f7e3112784c852df8cacfe7c3efa73238a54c505dcc4b98dbd04f809d", "url": "https://finance.yahoo.com/technology/ai/articles/integrated-visual-augmentation-systems-market-145900450.html", "external_url": "https://finance.yahoo.com/technology/ai/articles/integrated-visual-augmentation-systems-market-145900450.html", "title": "Integrated Visual Augmentation Systems Market Trends Analysis and Growth Outlook 2026-2035 | Profiles Microsoft, BAE Systems, Elbit Systems, Lockheed Martin and More", "content_text": "Company Logo Integrated Visual Augmentation Systems MarketIntegrated Visual Augmentation Systems Market Dublin, Aug. 13, 2026 (GLOBE NEWSWIRE) -- The \"Integrated Visual Augmentation Systems Market, Till 2035: Distribution by Type of Product, Type of Technology, Type of Application, Type of End User, and Geographical Regions: Industry Trends and Global Forecasts\" has been added to ResearchAndMarkets.com's offering. The global integrated visual augmentation systems market is projected to grow from USD 2.99 billion in 2026 to USD 8.22 billion by 2035, representing a compound annual growth rate of", "date_published": "2026-08-13T14:59:00+00:00", "authors": [{"name": "finance.yahoo.com"}], "tags": ["Guidance", "MSF"], "_sharemaestro": {"country": "Germany", "coverage": "Provider-linked mention", "market_context": null, "companies": [{"symbol": "MSF", "name": "Microsoft Corporation", "sentiment_url": "https://sharemaestro.com/sentiment/67214c52-6639-432a-b9ad-76874bf5f7ac/"}]}}, {"id": "source:9d471b3bb369bc1e52a8ce5fba6ad111559c3986d026bb87dbe661f8cf4bd5ab", "url": "https://finance.yahoo.com/technology/ai/articles/michael-burry-sounds-alarm-again-144154784.html", "external_url": "https://finance.yahoo.com/technology/ai/articles/michael-burry-sounds-alarm-again-144154784.html", "title": "Michael Burry Sounds the Alarm Again: AI Is a Circular Financing Web With Nvidia In the Middle", "content_text": "Quick Read Michael Burry flagged that $879 billion in hyperscaler commitments circle through Nvidia (NVDA), inflating reported revenue without multiplying actual customer demand. Five hyperscalers carry $1.65 trillion in off-balance-sheet debt, and Nvidia's CDS spread has doubled in two months as credit markets price the risk. It sounds nuts, but SoFi1 is giving new Active Invest users up to $3,000 in stock for a limited time, and all it takes is a $50 deposit to get started.2 See for yourself (Sponsor) Corporate America is expected to pour some $770 billion into AI infrastructure in 2026, and", "date_published": "2026-08-13T14:41:54+00:00", "authors": [{"name": "finance.yahoo.com"}], "tags": ["Balance sheet", "MSF"], "_sharemaestro": {"country": "Germany", "coverage": "Provider-linked mention", "market_context": null, "companies": [{"symbol": "MSF", "name": "Microsoft Corporation", "sentiment_url": "https://sharemaestro.com/sentiment/67214c52-6639-432a-b9ad-76874bf5f7ac/"}]}}, {"id": "source:96cc2cc8374d3c2cac9a8d4f244983c29a1739bad90184fe3bac92bf567b1bcc", "url": "https://finance.yahoo.com/technology/articles/databricks-raises-5-billion-190-144033565.html", "external_url": "https://finance.yahoo.com/technology/articles/databricks-raises-5-billion-190-144033565.html", "title": "Databricks Raises $5 Billion at a $190 Billion Valuation", "content_text": "(Bloomberg) -- Databricks Inc. has secured $5 billion in funding at a valuation of $190 billion, the second round of financing this year for a fast-growing software firm that competes with Snowflake Inc. and Alphabet Inc. Most Read from Bloomberg Walter Sells Lakers, Seeks More Cash to Pay Loans Amid DOJ Probe Anthropic Said in Talks to Buy Startup Decart for $6 Billion Phoebe Gates Knew Phia Shopping App Took Credit for Sales It Didn't Drive Trump Seeks Immediate Halt to Judge's Penalties in IRS Case Trump Weighs Call for Capital Gains Tax Cuts as Midterm Boost The round was led by Coatue Man", "date_published": "2026-08-13T14:40:33+00:00", "authors": [{"name": "finance.yahoo.com"}], "tags": ["Balance sheet", "MSF"], "_sharemaestro": {"country": "Germany", "coverage": "Provider-linked mention", "market_context": null, "companies": [{"symbol": "MSF", "name": "Microsoft Corporation", "sentiment_url": "https://sharemaestro.com/sentiment/67214c52-6639-432a-b9ad-76874bf5f7ac/"}]}}, {"id": "source:c254b4315370664c95c7699fcfbe77ca2ff6f5a7d9582c93ab42e5a0765db716", "url": "https://finance.yahoo.com/technology/ai/articles/iren-jumps-10-microsoft-accepts-141654912.html", "external_url": "https://finance.yahoo.com/technology/ai/articles/iren-jumps-10-microsoft-accepts-141654912.html", "title": "IREN Jumps 10% as Microsoft Accepts First AI Data Center Under $9.7 Billion Deal", "content_text": "Benzinga and Yahoo Finance LLC may earn commission or revenue on some items through the links below. IREN Ltd.(NASDAQ:IREN) shares jumped over 10% Thursday after Microsoft Corp.(NASDAQ:MSFT) formally approved Horizon 1, clearing the first of four AI data centers IREN is building under their five-year, $9.7 billion cloud services deal. The milestone may be the clearest evidence yet that the company's multibillion-dollar pivot from Bitcoin mining toward AI infrastructure is delivering. Microsoft Signs Off on First IREN AI Deployment Horizon 1 is a 50-megawatt deployment of Nvidia Corp.(NASDAQ:NV", "date_published": "2026-08-13T14:16:54+00:00", "authors": [{"name": "finance.yahoo.com"}], "tags": ["Earnings", "MSF"], "_sharemaestro": {"country": "Germany", "coverage": "Provider-linked mention", "market_context": null, "companies": [{"symbol": "MSF", "name": "Microsoft Corporation", "sentiment_url": "https://sharemaestro.com/sentiment/67214c52-6639-432a-b9ad-76874bf5f7ac/"}]}}, {"id": "source:7a811c0297ab772b646a06852043d22ed6c18e75646e7924a2af40d7047b0c3b", "url": "https://finance.yahoo.com/video/ai-boom-keeping-microsoft-china-140134048.html", "external_url": "https://finance.yahoo.com/video/ai-boom-keeping-microsoft-china-140134048.html", "title": "How the AI boom is keeping Microsoft in China", "content_text": "View Comments", "date_published": "2026-08-13T14:01:34+00:00", "authors": [{"name": "finance.yahoo.com"}], "tags": ["Earnings", "MSF"], "_sharemaestro": {"country": "Germany", "coverage": "Main company", "market_context": null, "companies": [{"symbol": "MSF", "name": "Microsoft Corporation", "sentiment_url": "https://sharemaestro.com/sentiment/67214c52-6639-432a-b9ad-76874bf5f7ac/"}]}}, {"id": "source:a228b7c4623d49a3c9d8bb3bc646693e0e9326aa60f262b6bba9c318bcb9ea35", "url": "https://finance.yahoo.com/markets/stocks/articles/stay-invested-block-stock-q2-133500951.html", "external_url": "https://finance.yahoo.com/markets/stocks/articles/stay-invested-block-stock-q2-133500951.html", "title": "Should You Stay Invested in Block Stock After Its Q2 Earnings Beat?", "content_text": "Block, Inc. XYZ has entered the second half of 2026 with stronger operating momentum, improving profitability and several growth initiatives across Cash App and Square. The fintech company is also putting more focus on connecting its consumer and merchant ecosystems, while investments in artificial intelligence are aimed at improving product development and efficiency. This gives investors more to consider than a simple earnings beat. XYZ shares had considerably advanced in 2026 heading into second-quarter earnings, reflecting renewed confidence in Block's execution. The stock fell more than 6", "date_published": "2026-08-13T13:35:00+00:00", "authors": [{"name": "finance.yahoo.com"}], "tags": ["Earnings", "SQ3"], "_sharemaestro": {"country": "Germany", "coverage": "Provider-linked mention", "market_context": null, "companies": [{"symbol": "SQ3", "name": "Block, Inc.", "sentiment_url": "https://sharemaestro.com/sentiment/985448e7-d4da-4f7b-9e9c-72a996c96a34/"}]}}, {"id": "source:73dbf06f455b5ca0fda12eefdf729f425f607226fe9305705f6216e3dffe85ee", "url": "https://finance.yahoo.com/media-advertising/articles/strategus-celebrates-ninth-consecutive-inc-133500513.html", "external_url": "https://finance.yahoo.com/media-advertising/articles/strategus-celebrates-ninth-consecutive-inc-133500513.html", "title": "Strategus Celebrates Ninth Consecutive Year on the Inc. 5000 List, the Most Prestigious Ranking of America\u2019s Fastest-Growing Private Companies for 2026", "content_text": "Strategus Recognition reflects Strategus' successful evolution into a full service programmatic advertising partner focused on delivering measurable business results DENVER, Aug. 13, 2026 (GLOBE NEWSWIRE) -- Strategus today announced that it has been named to the 2026 Inc. 5000 list, marking its ninth consecutive year among America's fastest growing private companies. Built on a decade of CTV leadership\u2013including pioneering the first programmatic CTV campaign in 2015\u2013Strategus has evolved into a full-service programmatic advertising partner, helping brands and agencies simplify media buying, i", "date_published": "2026-08-13T13:35:00+00:00", "authors": [{"name": "finance.yahoo.com"}], "tags": ["Earnings", "MSF"], "_sharemaestro": {"country": "Germany", "coverage": "Provider-linked mention", "market_context": null, "companies": [{"symbol": "MSF", "name": "Microsoft Corporation", "sentiment_url": "https://sharemaestro.com/sentiment/67214c52-6639-432a-b9ad-76874bf5f7ac/"}]}}]}