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Current section Thailand Software - Infrastructure news Latest headline 15:45, 14 August 2026

Latest15:45 · 14 August 2026

finance.yahoo.com Regulatory and legal

AI Security Operations Center (SOC) Market Surges to $47.07 billion at a CAGR 21.1% by 2031 | Report by MarketsandMarkets™

MarketsandMarkets Research Pvt. Ltd. Delray Beach, FL, Aug. 14, 2026 (GLOBE NEWSWIRE) -- According to MarketsandMarkets™, the global AI Security Operations Center (SOC) Market is projected to grow from USD 18.10 billion in 2026 to USD 47.07 billion by 2031, at a CAGR of 21.1%. Rising adoption of cloud-native, SaaS, endpoint, and identity environments is driving demand for …

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Read at finance.yahoo.com

Sharemaestro market context Stored weekly price path 29 weeks +17.5% · Next-week setup negative 31.1%

Just inNext headlines

15:05 14 Aug 2026

finance.yahoo.com Market update Provider-linked mention 🇹🇭 Thailand

Hyperscalers might regret embracing natural gas if new forecast proves correct

After years of snapping up wind and solar developments, hyperscalers like Amazon, Google, Meta, and Microsoft are betting that natural gas will power the data centers behind their lofty AI ambitions. But a new research report suggests they may regret their newfound affinity for …

MSFT19 mentioned

Sharemaestro market context Stored weekly price path 29 weeks +17.5% · Next-week setup negative 31.1%

14:54 14 Aug 2026

finance.yahoo.com Earnings Main company 🇹🇭 Thailand

Microsoft’s (MSFT) AI Strategy: Cloud Growth, Big Bets, and Key Risks

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 …

MSFT80 main company MSFT19 main company MSFT01 main company

Sharemaestro market context Trend signal started 52 weeks -2.8% · Next-week setup negative 38.7%

Chronological news

Latest headlines

External headlines link to their original source. Market context comes from stored weekly company data, not from an opinion about the article.

13:38 14 Aug 2026

finance.yahoo.com Earnings Provider-linked mention 🇹🇭 Thailand

Cloud AI Update - AI Re-Architecture: Navigating Modern Data Infrastructure Challenges

A recent Cloudera report highlights significant challenges enterprises face in implementing AI projects, with 95% having delayed or canceled initiatives due to infrastructure limitations. The survey findings, from over 1,500 IT architects, indicate a widespread need for overhauling legacy data architectures to support scalable …

MSFT19 mentioned

Sharemaestro market context Stored weekly price path 29 weeks +17.5% · Next-week setup negative 31.1%

13:00 14 Aug 2026

finance.yahoo.com Earnings Provider-linked mention 🇹🇭 Thailand

Qu Named No. 855 on the 2026 Inc. 5000 List, the Most Prestigious Ranking of America’s Fastest-Growing Private Companies

Company Recognized for 405% Three-Year Revenue Growth, Earning a Place Among the Nation's Most Successful Independent Businesses ARLINGTON, Va., August 14, 2026--(BUSINESS WIRE)--Qu, the intelligent commerce platform for enterprise QSR and fast-casual restaurant brands, today announced it has been ranked No. 855 on the …

MSFT19 mentioned

Sharemaestro market context Stored weekly price path 29 weeks +17.5% · Next-week setup negative 31.1%

12:35 14 Aug 2026

nasdaq.com Earnings Provider-linked mention 🇹🇭 Thailand

Better Tech Behemoth: Alphabet vs. Microsoft Stock

Key Points Alphabet's revenue and profits are increasing faster than Microsoft's. Microsoft's stock is cheaper than Alphabet's. 10 stocks we like better than Alphabet › Alphabet(NASDAQ: GOOG)(NASDAQ: GOOGL) and Microsoft(NASDAQ: MSFT) are two of the biggest tech giants on the market, and the third …

MSFT19 mentioned

Sharemaestro market context Stored weekly price path 29 weeks +17.5% · Next-week setup negative 31.1%

11:52 14 Aug 2026

finance.yahoo.com Macro sensitivity Provider-linked mention 🇹🇭 Thailand

A Big Inflation Risk Still Looms for Stock Markets

Applied Materials forecast fails to dazzle, White House to crack down on tariff evasion, the shipping world is in chaos, and more news to start your day. Continue Reading

MSFT19 mentioned

Sharemaestro market context Stored weekly price path 29 weeks +17.5% · Next-week setup negative 31.1%

11:05 14 Aug 2026

nasdaq.com Earnings Provider-linked mention 🇹🇭 Thailand

This Tech Stock Is 1 of the Most Shorted Stocks of 2026: Is Now the Time to Buy?

Key Points Oracle stock was one of the most shorted stocks in the first half of 2026. The stock price has dropped some 53% since hitting an all-time high last September. Is Oracle stock at a discount a buy?10 stocks we like better than …

MSFT19 mentioned

Sharemaestro market context Stored weekly price path 29 weeks +17.5% · Next-week setup negative 31.1%

11:01 14 Aug 2026

finance.yahoo.com Market update Provider-linked mention 🇹🇭 Thailand

Wall Street's riskiest trades are suddenly back on top: Chart of the Day

Investors are reaching for more risk — and getting paid for it. Nine trading days into August, Cathie Wood's ARK Innovation ETF (ARKK) is up 16%, while IPOs, chips, and software have all jumped 9% or more. The gains are enormous in dollar terms …

MSFT19 mentioned

Sharemaestro market context Stored weekly price path 29 weeks +17.5% · Next-week setup negative 31.1%

10:17 14 Aug 2026

finance.yahoo.com Earnings Provider-linked mention 🇹🇭 Thailand

Zacks Investment Ideas feature highlights: CoreWeave, Nebius and NVIDIA

For Immediate Release Chicago, IL – August 14, 2026 – Today, Zacks Investment Ideas feature highlights CoreWeave CRWV, Nebius Group NBIS and NVIDIA NVDA. Neoclouds CRWV & NBIS Soar (Why they have room to run) CoreWeave and Nebius Group are specialized AI cloud infrastructure …

MSFT19 mentioned

Sharemaestro market context Stored weekly price path 29 weeks +17.5% · Next-week setup negative 31.1%

09:01 14 Aug 2026

finance.yahoo.com Earnings Provider-linked mention 🇹🇭 Thailand

MetriStar Top Provider: Room Video Conferencing Report: Evaluating Customer Sentiment, Business Value, and Market Strategies of Cisco, Zoom, Microsoft, and Logitech

Company Logo Opportunities center on easy-to-use hybrid meeting systems, including all-in-one video bars, modular room kits, intelligent cameras and audio, and native Teams/Zoom support. Vendors can differentiate through reliability, user satisfaction, productivity gains and cost savings. Dublin, Aug. 14, 2026 (GLOBE NEWSWIRE) -- The …

MSFT19 mentioned

Sharemaestro market context Stored weekly price path 29 weeks +17.5% · Next-week setup negative 31.1%

08:50 14 Aug 2026

nasdaq.com Market update Provider-linked mention 🇹🇭 Thailand

The Best "Magnificent Seven" Stocks to Buy in August

Key Points The cloud computing providers all look like solid buys now. Nvidia continues to make a huge profit from AI demand. 10 stocks we like better than Nvidia › The "Magnificent Seven" group of stocks leads the market. This group dominates the rankings …

MSFT19 mentioned

Sharemaestro market context Stored weekly price path 29 weeks +17.5% · Next-week setup negative 31.1%

08:13 14 Aug 2026

finance.yahoo.com Earnings Provider-linked mention 🇹🇭 Thailand

Is Stronger Career Learning And Capital Returns Altering The Investment Case For Stride (LRN)?

In August 2026, Stride, Inc. reported fourth-quarter and full-year results showing higher annual revenue of US$2.52 billion and improved profitability, extended its share repurchase authorization through October 2027, and confirmed it is actively evaluating acquisitions alongside ongoing buybacks. The appointment of Robert E. Knowling …

MSFT19 mentioned

Sharemaestro market context Stored weekly price path 29 weeks +17.5% · Next-week setup negative 31.1%

06:30 14 Aug 2026

finance.yahoo.com Market update Provider-linked mention 🇹🇭 Thailand

Bleeding-Edge AI Meets Cutting-Edge Finance. Is This Peak AI?

These new futures contracts would allow investors to hedge and speculate on the cost of renting chips that machines need to train and run AI models. Continue Reading

MSFT19 mentioned

Sharemaestro market context Stored weekly price path 29 weeks +17.5% · Next-week setup negative 31.1%

06:11 14 Aug 2026

finance.yahoo.com Earnings Provider-linked mention 🇹🇭 Thailand

Chevron (CVX) Stock Looks Like A Bargain Below Fair Value

Find winning stocks in any market cycle. Join 7 million investors using Simply Wall St's investing ideas for FREE. Chevron has delivered a strong 154.0% return over the past five years, yet both a Discounted Cash Flow (DCF) intrinsic value estimate and market multiples …

MSFT19 mentioned

Sharemaestro market context Stored weekly price path 29 weeks +17.5% · Next-week setup negative 31.1%

04:16 14 Aug 2026

finance.yahoo.com Earnings Provider-linked mention 🇹🇭 Thailand

How Investors May Respond To Walmart (WMT) Earnings Countdown And New Exclusive Family-Focused Offerings

In recent weeks, a stream of partner announcements has brought new exclusive products and wellness offerings to Walmart stores and Walmart.com, while the retailer also prepares to report its second-quarter earnings on August 20, 2026. These launches, alongside expanding health, frozen meals, pet treats, …

MSFT19 mentioned

Sharemaestro market context Stored weekly price path 29 weeks +17.5% · Next-week setup negative 31.1%

00:48 14 Aug 2026

finance.yahoo.com Earnings Provider-linked mention 🇹🇭 Thailand

Use This Zacks Tool to Find Strong Cloud Stocks

Zacks Thematic Screens lets you dive into 30 dynamic investment themes shaping the future. Whether you're interested in cutting-edge technology, renewable energy, or healthcare innovations, our themes help you invest in ideas that matter to you. Let's take a closer look at the 'Cloud …

MSFT19 mentioned

Sharemaestro market context Stored weekly price path 29 weeks +17.5% · Next-week setup negative 31.1%

21:07 13 Aug 2026

finance.yahoo.com Earnings Provider-linked mention 🇹🇭 Thailand

Berkshire Bought Alphabet Stock in Q2—and Maybe Microsoft Too

A Berkshire filing reveals a very active quarter for buying stocks, including Alphabet. Microsoft might have been another big purchase. Continue Reading

MSFT19 mentioned

Sharemaestro market context Stored weekly price path 29 weeks +17.5% · Next-week setup negative 31.1%

20:27 13 Aug 2026

finance.yahoo.com Market update Provider-linked mention 🇹🇭 Thailand

Why Netflix Stock Popped Today

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 …

MSFT19 mentioned

Sharemaestro market context Stored weekly price path 29 weeks +17.5% · Next-week setup negative 31.1%

20:21 13 Aug 2026

finance.yahoo.com Earnings Provider-linked mention 🇹🇭 Thailand

Microsoft Stock Rises as Ackman Reaffirms Azure Bet

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 …

MSFT19 mentioned

Sharemaestro market context Stored weekly price path 29 weeks +17.5% · Next-week setup negative 31.1%

20:18 13 Aug 2026

finance.yahoo.com Earnings Provider-linked mention 🇹🇭 Thailand

Neoclouds CRWV & NBIS Soar (Why they have room to run)

CoreWeave (CRWV) and Nebius Group (NBIS) are specialized AI cloud infrastructure providers often referred to as neoclouds or GPU hyperscalers. Unlike legacy cloud providers like Amazon Web Services (AWS), Microsoft Azure, and Google Cloud, which were designed for web servers and enterprise IT, Nebius …

MSFT19 mentioned

Sharemaestro market context Stored weekly price path 29 weeks +17.5% · Next-week setup negative 31.1%

20:17 13 Aug 2026

finance.yahoo.com Earnings Provider-linked mention 🇹🇭 Thailand

Nvidia Rallies 7% as Goldman Warns Earnings Bar Is High

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 …

MSFT19 mentioned

Sharemaestro market context Stored weekly price path 29 weeks +17.5% · Next-week setup negative 31.1%

20:01 13 Aug 2026

finance.yahoo.com Market update Provider-linked mention 🇹🇭 Thailand

Apple Stock Rises While Norway Fund Reveals Huge Position

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 …

MSFT19 mentioned

Sharemaestro market context Stored weekly price path 29 weeks +17.5% · Next-week setup negative 31.1%

19:56 13 Aug 2026

finance.yahoo.com Market update Provider-linked mention 🇹🇭 Thailand

Google Just Lost One Of Its Biggest AI Names

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 …

MSFT19 mentioned

Sharemaestro market context Stored weekly price path 29 weeks +17.5% · Next-week setup negative 31.1%

19:55 13 Aug 2026

finance.yahoo.com Market update Provider-linked mention 🇹🇭 Thailand

IREN Stock Jumps as Microsoft and Nvidia Back Its AI Cloud Push

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 …

MSFT19 mentioned

Sharemaestro market context Stored weekly price path 29 weeks +17.5% · Next-week setup negative 31.1%

19:46 13 Aug 2026

finance.yahoo.com Earnings Provider-linked mention 🇹🇭 Thailand

Alphabet Stock Climbs as Norway Fund Ranks It Third

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 …

MSFT19 mentioned

Sharemaestro market context Stored weekly price path 29 weeks +17.5% · Next-week setup negative 31.1%

19:42 13 Aug 2026

finance.yahoo.com Analyst action Main company 🇹🇭 Thailand

JP Morgan Revises Microsoft Stock Target For 2026

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 …

MSFT80 main company MSFT19 main company MSFT01 main company

Sharemaestro market context Trend signal started 52 weeks -2.8% · Next-week setup negative 38.7%

19:30 13 Aug 2026

finance.yahoo.com Market update Provider-linked mention 🇹🇭 Thailand

Intuit's AI and Mid-Market Push: Can Growth Follow Through?

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, …

MSFT19 mentioned

Sharemaestro market context Stored weekly price path 29 weeks +17.5% · Next-week setup negative 31.1%

18:59 13 Aug 2026

finance.yahoo.com Earnings Provider-linked mention 🇹🇭 Thailand

Microsoft (MSFT) Is Pulling Back From China. Should Investors Worry?

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 …

MSFT19 mentioned

Sharemaestro market context Stored weekly price path 29 weeks +17.5% · Next-week setup negative 31.1%

18:38 13 Aug 2026

finance.yahoo.com Earnings Provider-linked mention 🇹🇭 Thailand

GOOGL Down 19% From 52-Week High: Buy, Sell or Hold the Stock?

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, …

MSFT19 mentioned

Sharemaestro market context Stored weekly price path 29 weeks +17.5% · Next-week setup negative 31.1%

18:00 13 Aug 2026

finance.yahoo.com Analyst action Provider-linked mention 🇹🇭 Thailand

Amazon’s Price Target Says +32% and Not a Single Analyst Says Sell

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 …

MSFT19 mentioned

Sharemaestro market context Stored weekly price path 29 weeks +17.5% · Next-week setup negative 31.1%

17:53 13 Aug 2026

finance.yahoo.com Market update Provider-linked mention 🇹🇭 Thailand

What Dip? Why Microsoft Stock's Post-Earnings Momentum Is Set To Continue.

Microsoft stock's trend remains intact, according to David Keller of Sierra Alpha Research, who explains why. Continue Reading

MSFT19 mentioned

Sharemaestro market context Stored weekly price path 29 weeks +17.5% · Next-week setup negative 31.1%

17:51 13 Aug 2026

finance.yahoo.com Market update Provider-linked mention 🇹🇭 Thailand

Microsoft Is Retreating in China, but AI Keeps a Door Open

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 …

MSFT19 mentioned

Sharemaestro market context Stored weekly price path 29 weeks +17.5% · Next-week setup negative 31.1%

17:51 13 Aug 2026

finance.yahoo.com Market update Provider-linked mention 🇹🇭 Thailand

Living Larger and Larger: Inside the AI Financing Scramble

Nvidia and Intel are trying to solve two very different problems, though both are tied to the AI data-center boom. Continue Reading

MSFT19 mentioned

Sharemaestro market context Stored weekly price path 29 weeks +17.5% · Next-week setup negative 31.1%

17:30 13 Aug 2026

finance.yahoo.com Earnings Provider-linked mention 🇹🇭 Thailand

The Lowest-Beta Mega-Cap Just Got a $358 Target

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 …

MSFT19 mentioned

Sharemaestro market context Stored weekly price path 29 weeks +17.5% · Next-week setup negative 31.1%

17:26 13 Aug 2026

finance.yahoo.com Earnings Provider-linked mention 🇹🇭 Thailand

IREN’s $100 Bull Case Hinges on a 5-10x AI Cloud Advantage

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 …

MSFT19 mentioned

Sharemaestro market context Stored weekly price path 29 weeks +17.5% · Next-week setup negative 31.1%