Mexico Software - Infrastructure news

18:23 12 Aug 2026

finance.yahoo.com Market update Main company 🇲🇽 Mexico

Microsoft Stock Drops While Maia Chip Ambitions Expand

This article first appeared on GuruFocus. Microsoft (NASDAQ:MSFT), the software giant behind Azure, fell approximately 1.9% Wednesday morning as investors zeroed in on a potentially important new weapon in its AI race: Microsoft's own chips. Barron's reported that another Maia processor could arrive as …

MSFT main company

Sharemaestro market context Price above Trend Line 52 weeks -12.3%

18:22 12 Aug 2026

nasdaq.com Earnings Provider-linked mention 🇲🇽 Mexico

Stocks Settle Lower Ahead of Wednesday’s CPI Report

The S&P 500 Index ($SPX) (SPY) closed down -0.32% on Tuesday, the Dow Jones Industrial Average ($DOWI) (DIA) closed down -0.34%, and the Nasdaq 100 Index ($IUXX) (QQQ) closed down -0.33%. September E-mini S&P futures (ESU26) fell -0.35%, and September E-mini Nasdaq futures (NQU26) …

ORCL mentioned

Sharemaestro market context Price below Trend Line 52 weeks -46.2%

18:09 12 Aug 2026

finance.yahoo.com Earnings Main company 🇲🇽 Mexico

Palo Alto Networks (PANW) Stock Is Up, What You Need To Know

What Happened? Shares of cybersecurity platform provider Palo Alto Networks (NASDAQ:PANW) jumped 4.3% in the morning session after reports surfaced that autonomous AI agents built by OpenAI and Anthropic engaged in real-world hacking sprees, prompting House Democrats to demand congressional hearings for AI executives. …

PANW main company

Sharemaestro market context Trend signal active 52 weeks +88.4%

18:01 12 Aug 2026

finance.yahoo.com Earnings Main company 🇲🇽 Mexico

Why Is CrowdStrike (CRWD) Stock Rocketing Higher Today

What Happened? Shares of cybersecurity platform provider CrowdStrike (NASDAQ:CRWD) jumped 5.2% in the afternoon session after reports surfaced that autonomous AI agents built by OpenAI and Anthropic engaged in real-world hacking sprees, prompting House Democrats to demand congressional hearings for AI executives. The latest …

CRWD main company PANW mentioned

Sharemaestro market context Trend signal active 52 weeks +70.8%

17:53 12 Aug 2026

finance.yahoo.com Earnings Main company 🇲🇽 Mexico

Dan Ives Says CoreWeave, Cisco Earnings ‘Pieces of the Puzzle’ for AI Trade: ‘Get the Popcorn Out’

CoreWeave Inc(NASDAQ:CRWV) stock is trading higher Wednesday after the company beat Street estimates and shared a strong backlog. The stock is one of two highlighted by tech investor Dan Ives this week that could show the momentum trade in AI is still in its …

CRWV main company

Sharemaestro market context Price below Trend Line 52 weeks -17.3% · Next-week setup negative 38.5%

17:38 12 Aug 2026

finance.yahoo.com Market update Provider-linked mention 🇲🇽 Mexico

Norway's Wealth Fund Reveals $1.2 Billion SpaceX Stake

This article first appeared on GuruFocus. Elon Musk's space and artificial intelligence company, Space Exploration Technologies Corp. (SPCX, Financials), has a new high-profile shareholder.Norway's $2.3 trillion sovereign wealth fund declared a 0.05% investment in SpaceX valued at just over $1.2 billion, the first time …

MSFT mentioned

Sharemaestro market context Price above Trend Line 52 weeks -12.3%

17:32 12 Aug 2026

finance.yahoo.com Earnings Main company 🇲🇽 Mexico

Why CoreWeave Stock Is Skyrocketing Today

CoreWeave (NASDAQ: CRWV) stock is having a banner day in Wednesday's trading following the company's recent quarterly report. Its share price was up 18.6% as of noon ET. The S&P 500 was up 0.2% at the same point in the day's trading, and the …

CRWV main company

Sharemaestro market context Price below Trend Line 52 weeks -17.3% · Next-week setup negative 38.5%

17:31 12 Aug 2026

finance.yahoo.com Earnings Main company 🇲🇽 Mexico

CoreWeave's Business Is Booming, but There's Still One Massive Problem

Shares of CoreWeave (NASDAQ: CRWV) have been soaring higher after the company released its latest quarterly numbers. Yesterday, the tech company posted its second-quarter results, which showed tremendous year-over-year growth, as it continues to benefit from the insatiable demand for compute as companies invest …

CRWV main company

Sharemaestro market context Price below Trend Line 52 weeks -17.3% · Next-week setup negative 38.5%

16:41 12 Aug 2026

finance.yahoo.com Market update Provider-linked mention 🇲🇽 Mexico

Tech just got cheaper - what it means for the bull market

In today's Chart of the Day, Yahoo Finance Markets & Data Editor Jared Blikre breaks down the tech market's latest reset, why valuations are becoming more attractive even as earnings remain strong, and what it could mean for the broader bull market heading into …

MSFT mentioned

Sharemaestro market context Price above Trend Line 52 weeks -12.3%

16:32 12 Aug 2026

finance.yahoo.com Market update Provider-linked mention 🇲🇽 Mexico

Global Artificial General Intelligence (AGI) Market Report 2026–2033: Evaluating Foundation Models, Autonomous Agents, and Market Strategies of OpenAI, Meta, Google, xAI, and NVIDIA

Company Logo Accelerating technical breakthroughs highlighted by OpenAI's and Microsoft's autonomous agent rollouts, DeepSeek's open-weights architecture disruptions, xAI's compute expansions, and Meta's open multimodal research—are propelling the global artificial general intelligence market toward a projected $1.55 billion by 2033. This 150-page study delivers an …

MSFT mentioned

Sharemaestro market context Price above Trend Line 52 weeks -12.3%

16:28 12 Aug 2026

finance.yahoo.com Market update Provider-linked mention 🇲🇽 Mexico

omain-Specific LLM Platforms Market Report 2026–2033: Evaluating Custom Fine-Tuning, RAG Architectures, and Market Shares of Microsoft, Google, NVIDIA, and IBM

Company Logo Accelerating shift from general-purpose AI to industry-tailored solutions—highlighted by Microsoft's clinical AI advancements, Google's expanded Vertex AI vertical models, NVIDIA's domain-specific NIM microservices, and IBM's compliance-driven Granite LLMs—is propelling the global domain-specific LLM platforms market toward a projected $15.54 billion by 2033. …

MSFT mentioned

Sharemaestro market context Price above Trend Line 52 weeks -12.3%

16:27 12 Aug 2026

seekingalpha.com Earnings Main company 🇲🇽 Mexico

CoreWeave stock surge tests key 50% Fibonacci resistance

[Modern interior server room data center. Connection and cyber network in dark servers. Backup, mining, hosting, mainframe, farm, cloud and computer rack with storage information. 3D rendering] Mikhail Konoplev/iStock via Getty Images Shares of AI infrastructure provider CoreWeave (CRWV [https://seekingalpha.com/symbol/CRWV]) staged a 20% rally …

CRWV main company

Sharemaestro market context Price below Trend Line 52 weeks -17.3% · Next-week setup negative 38.5%

16:22 12 Aug 2026

finance.yahoo.com Earnings Provider-linked mention 🇲🇽 Mexico

Should You Add Sezzle Stock After Its Q2 Earnings and Sharp Pullback?

Sezzle Inc. SEZL shares entered August carrying high expectations, but the sharp post-earnings reset has changed the investment setup. The company had already attracted attention in 2026 with rapid subscriber growth, rising profitability and an expanding set of financial products. After the recent correction, …

FOUR mentioned

Sharemaestro market context Price below Trend Line 52 weeks -57.6% · Next-week setup negative 32.9%

16:20 12 Aug 2026

finance.yahoo.com Earnings Provider-linked mention 🇲🇽 Mexico

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

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

DBX mentioned

Sharemaestro market context Trend signal active 52 weeks +14.0% · Next-week setup negative 40.1%

16:17 12 Aug 2026

finance.yahoo.com Earnings Main company 🇲🇽 Mexico

CoreWeave Shares Climb on Revenue Beat, Raised Outlook as Analysts View Capacity Gains

CoreWeave CRWV.jpg -Shutterstock CoreWeave (CRWV) shares rose sharply Wednesday after the company posted a second-quarter revenue beat and raised its full-year outlook, with analysts saying the company's capacity gains signal additional upside.The cloud-computing company reported revenue of $2.58 billion for the Silver Upgrade to …

CRWV main company

Sharemaestro market context Price below Trend Line 52 weeks -17.3% · Next-week setup negative 38.5%

16:17 12 Aug 2026

finance.yahoo.com Balance sheet Main company 🇲🇽 Mexico

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

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

SNPS main company

Sharemaestro market context Price below Trend Line 52 weeks -38.9% · Next-week setup negative 40.1%

16:11 12 Aug 2026

finance.yahoo.com Earnings Provider-linked mention 🇲🇽 Mexico

Nebius Jumps 20% Days After Michael Burry Said His AI Shorts Were Like ‘Shooting Fish in a Barrel’

Benzinga and Yahoo Finance LLC may earn commission or revenue on some items through the links below. Nebius Group N.V.(NASDAQ:NBIS) shares jumped over 20% Wednesday, days after Michael Burry disclosed a short position, as the AI infrastructure company said the expected payback period on …

ORCL mentioned

Sharemaestro market context Price below Trend Line 52 weeks -46.2%

16:00 12 Aug 2026

finance.yahoo.com Earnings Main company 🇲🇽 Mexico

Oracle vs SMCI: Two AI Buildout Bets, One Big Catch

Quick Read Oracle's $638B backlog and Supermicro's doubled gross margin signal AI strength, but both companies burned billions in cash during FY2026. Oracle's chip-neutral multicloud strategy embeds datacenters inside AWS, Google, and Microsoft, while Supermicro's export-control review remains its biggest overhang. Oracle's 36% operating …

ORCL main company

Sharemaestro market context Price below Trend Line 52 weeks -46.2%

16:00 12 Aug 2026

finance.yahoo.com Market update Main company 🇲🇽 Mexico

Microsoft Corporation (MSFT) vs. Meta Platforms, Inc. (META): Two Different Bets Behind Big Tech’s $1 Trillion Lease Bill

On August 4, Reuters reported that Microsoft Corporation (NASDAQ:MSFT), Meta Platforms, Inc. (NASDAQ:META), Oracle, Amazon, and Alphabet have together committed roughly $1.09 trillion in future lease payments for facilities that haven't even opened yet, mostly AI data centers. Microsoft's own pipeline is the largest …

MSFT main company ORCL mentioned

Sharemaestro market context Price above Trend Line 52 weeks -12.3%

15:58 12 Aug 2026

finance.yahoo.com Guidance Provider-linked mention 🇲🇽 Mexico

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

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

PANW mentioned

Sharemaestro market context Trend signal active 52 weeks +88.4%

15:43 12 Aug 2026

finance.yahoo.com Market update Provider-linked mention 🇲🇽 Mexico

ArcelorMittal (MT) vs. Microsoft Corporation (MSFT): A Steel Giant Bets Its Future on Azure

On August 3, 2026, Reuters reported that Steelmaker ArcelorMittal S.A. (NYSE:MT) is expanding its partnership with Microsoft Corporation (NASDAQ:MSFT). It is adding Microsoft Fabric, Purview, and Foundry to its Azure-based "Cloud First, Data Centric" strategy, aiming to modernize its IT systems and embed AI …

MSFT mentioned

Sharemaestro market context Price above Trend Line 52 weeks -12.3%

15:35 12 Aug 2026

finance.yahoo.com Earnings Provider-linked mention 🇲🇽 Mexico

Should You Buy, Hold or Sell Nu Holdings Stock Before Q2 Earnings?

Nu Holdings Ltd. NU will report its second-quarter 2026 results on Aug. 13, after market close. The Zacks Consensus Estimate for second-quarter earnings per share stands at 20 cents, indicating 42.86% year-over-year growth. The consensus estimate for revenues is pegged at $5.45 billion, suggesting …

STNEN mentioned

Sharemaestro market context New activity signal 52 weeks -35.5% · Next-week setup negative 31.1%

15:29 12 Aug 2026

finance.yahoo.com Earnings Provider-linked mention 🇲🇽 Mexico

Quantinuum Stock Heads for Record Following First Earnings Report Since IPO

Quantinuum topped analysts’ estimates in its first quarterly report as a public company, but the real story may not be in the numbers. As an early-stage company, Quantinuum’s revenue is heavily tied to individual contracts and milestone deliveries. The company “delivered a strong first …

ORCL mentioned

Sharemaestro market context Price below Trend Line 52 weeks -46.2%

15:23 12 Aug 2026

finance.yahoo.com Balance sheet Main company 🇲🇽 Mexico

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

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

XYZ main company TOST mentioned

Sharemaestro market context Trend signal active 52 weeks -5.2%

15:15 12 Aug 2026

finance.yahoo.com Earnings Provider-linked mention 🇲🇽 Mexico

Alacriti Ranked in Top 150 Financial Services Companies on the Inc. 5000 List

Alacriti Fueled by Customer Success and Innovation, Alacriti Earns a Spot on Inc.'s List Of Fastest-Growing Private Companies BRIDGEWATER, N.J., Aug. 12, 2026 (GLOBE NEWSWIRE) -- Alacriti, a leading provider of cloud-based payment technology and money movement solutions, announced its rank in the top …

ORCL mentioned

Sharemaestro market context Price below Trend Line 52 weeks -46.2%

15:14 12 Aug 2026

finance.yahoo.com Earnings Main company 🇲🇽 Mexico

CoreWeave & Super Micro earnings are quieting AI concerns. What does this mean for Nvidia?

CoreWeave (CRWV) and Super Micro Computer (SMCI) stocks are both surging after the companies reported quarterly earnings. Westwood's chief investment officer of alternative and multi-asset investments Adrian Helfert and Yahoo Finance Senior Reporter Brooke DiPalma discuss what the results suggest about overall AI demand. …

CRWV main company

Sharemaestro market context Price below Trend Line 52 weeks -17.3% · Next-week setup negative 38.5%

15:12 12 Aug 2026

finance.yahoo.com Earnings Main company 🇲🇽 Mexico

CoreWeave, Nebius soar as AI spending powers growth

CoreWeave (CRWV) and Nebius (NBIS) shares skyrocket following earnings, as revenue surges to "stupid" levels and demand for AI infrastructure continues to soar. Both companies are benefiting from an AI spending boom that is accelerating faster than Wall Street expected. Video Transcript 00:00 Julie …

CRWV main company

Sharemaestro market context Price below Trend Line 52 weeks -17.3% · Next-week setup negative 38.5%

15:09 12 Aug 2026

finance.yahoo.com Macro sensitivity Provider-linked mention 🇲🇽 Mexico

Yuno Raises $45 Million Series B to Scale the AI-Native Operating System of Global Payments and Financial Services

Yuno Yuno Series BYuno Raises $45 Million Series B to Scale the AI-Native Operating System of Global Payments and Financial Services The round, led by Global PayTech Ventures, with participation from Andreessen Horowitz, Tiger Global, QuantumLight Capital, Monashees, Kaszek, Rasmal Ventures, GrowthX Capital, and …

DLON mentioned

Sharemaestro market context Trend signal active 52 weeks -12.9% · Next-week setup negative 34.1%

14:49 12 Aug 2026

finance.yahoo.com Earnings Main company 🇲🇽 Mexico

Will CoreWeave's Global Expansion Accelerate Revenue Growth?

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

CRWV main company

Sharemaestro market context Price below Trend Line 52 weeks -17.3% · Next-week setup negative 38.5%

14:37 12 Aug 2026

finance.yahoo.com Balance sheet Provider-linked mention 🇲🇽 Mexico

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

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

SNPS mentioned

Sharemaestro market context Price below Trend Line 52 weeks -38.9% · Next-week setup negative 40.1%

14:37 12 Aug 2026

finance.yahoo.com Macro sensitivity Main company 🇲🇽 Mexico

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

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

PANW main company NET main company

Sharemaestro market context Trend signal active 52 weeks +88.4%

14:30 12 Aug 2026

finance.yahoo.com Earnings Main company 🇲🇽 Mexico

54 Analysts, One Verdict: Microsoft’s Upside Isn’t Done Yet

Quick Read All 54 analysts covering MSFT rate it a Buy, with our $604 target implying 20% upside backed by $678B in locked commercial commitments. GOOGL trades at 15x earnings despite 82% cloud growth, and ORCL runs negative free cash flow, which together make …

MSFT main company ORCL mentioned

Sharemaestro market context Price above Trend Line 52 weeks -12.3%

14:30 12 Aug 2026

finance.yahoo.com Earnings Main company 🇲🇽 Mexico

Is It Worth Investing in Oracle (ORCL) Based on Wall Street's Bullish Views?

The recommendations of Wall Street analysts are often relied on by investors when deciding whether to buy, sell, or hold a stock. Media reports about these brokerage-firm-employed (or sell-side) analysts changing their ratings often affect a stock's price. Do they really matter, though? Let's …

ORCL main company

Sharemaestro market context Price below Trend Line 52 weeks -46.2%

14:29 12 Aug 2026

finance.yahoo.com Earnings Main company 🇲🇽 Mexico

How Samsara’s (IOT) Operating Leverage Unlocks Margin Expansion

Baron Capital, an investment management company, released its Q2 2026 investor letter for the "Baron Discovery Fund". A copy of the letter is available to download here. Baron Discovery Fund appreciated by 19.08% (Institutional Shares) in the quarter, underperforming the Russell 2000 Growth Index, …

IOT main company

Sharemaestro market context Trend signal active 52 weeks +8.1% · Next-week setup negative 0.0%

14:29 12 Aug 2026

finance.yahoo.com Earnings Main company 🇲🇽 Mexico

Okta upgraded as AI security opportunity boosts outlook

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

OKTA main company

Sharemaestro market context Trend signal active 52 weeks +54.5% · Next-week setup negative 26.1%

14:17 12 Aug 2026

finance.yahoo.com Earnings Provider-linked mention 🇲🇽 Mexico

Horatio Earns a Top 35% Ranking on the 2026 Inc. 5000, Marking Its Fourth Consecutive Year on the List

MIAMI, Aug. 12, 2026 /PRNewswire/ -- Horatio, a global leader in AI-enabled business solutions and tech-powered talent, today announced it has been named No. 1,745 on the 2026 Inc. 5000, the annual list of America's fastest-growing private companies. The prestigious ranking provides a data-driven …

ORCL mentioned

Sharemaestro market context Price below Trend Line 52 weeks -46.2%