Thailand Software - Infrastructure news

17:38 12 Aug 2026

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

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 …

MSFT19 mentioned

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

17:30 12 Aug 2026

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

Norway $2.3 Trillion Wealth Fund Posts Record-High Profit in H1

The world's biggest sovereign wealth fund, Norway's $2.3-trillion Government Pension Fund Global, posted a record-high profit of $185 billion for the first half of 2026, as Asian technology stocks boosted its returns and profit on the portfolio. Norway's Government Pension Fund Global (GPFG), which …

MSFT19 mentioned

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

17:06 12 Aug 2026

cnbc.com Earnings Provider-linked mention 🇹🇭 Thailand

Stocks making the biggest moves midday: Wendy's, H&R Block, Quantinuum, CoreWeave, Cava & more

Check out the companies making the biggest moves midday: Wendy's — The fast food chain jumped 13% after The Financial Times reported, citing sources, that Nelson Peltz' Trian Fund Management was preparing a bid to take the company private. National Vision — Shares of …

PLTR01 mentioned

Sharemaestro market context Price above Trend Line 30 weeks -6.5% · Next-week setup positive 58.5%

16:48 12 Aug 2026

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

Nebius Second-Quarter Revenue Exceeds Estimates Amid Robust AI Cloud Gains

Nebius Group NBIS.jpg -Shutterstock Nebius (NBIS) reported stronger-than-expected second-quarter revenue on Wednesday as robust demand for artificial intelligence capacity drove more than 500% year-over-year growth in the Dutch company's cloud business. The cloud computing company's overall revenue surged to $582.3 Silver Upgrade to read …

MSFT19 mentioned

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

16:41 12 Aug 2026

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

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 …

MSFT19 mentioned

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

16:32 12 Aug 2026

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

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 …

MSFT19 mentioned

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

16:28 12 Aug 2026

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

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. …

MSFT19 mentioned

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

16:18 12 Aug 2026

finance.yahoo.com Earnings Main company 🇹🇭 Thailand

Does Palantir’s Agentic Moat Finally Justify Its Premium Valuation Multiple?

Quick Read Palantir's ontological moat and AIP bootcamp strategy make it an early leader in high-margin agentic AI software adoption. At 150x trailing P/E, Palantir's valuation looks stretched, and Dr. Michael Burry warns frontier AI labs could disrupt its edge. It sounds nuts, but …

PLTR01 main company

Sharemaestro market context Price above Trend Line 30 weeks -6.5% · Next-week setup positive 58.5%

16:02 12 Aug 2026

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

Amazon Raises 2026 AI Spending to $220B: Smart Bet or Riskier Trap?

Amazon AMZN has pushed its 2026 capital expenditure forecast to roughly $220 billion, up from the $200 billion guided earlier in the year, with the increase tied primarily to higher memory and component costs and continued build-out of AI and cloud infrastructure. The revised …

MSFT19 mentioned

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

16:00 12 Aug 2026

finance.yahoo.com Balance sheet Provider-linked mention 🇹🇭 Thailand

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 …

MSFT19 mentioned

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

15:43 12 Aug 2026

finance.yahoo.com Deals and strategy Provider-linked mention 🇹🇭 Thailand

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 …

MSFT19 mentioned

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

15:35 12 Aug 2026

nasdaq.com Analyst action Provider-linked mention 🇹🇭 Thailand

1 Vanguard ETF That Outperforms the S&P 500 and Still Has Room to Run

Key Points The "Magnificent Seven" stocks account for over 53% of this Vanguard ETF. This has helped the ETF outperform the S&P 500 in 13 of the past 20 years. Sluggish performance among its top 10 holdings has slowed returns this year.10 stocks we …

MSFT19 mentioned

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

15:15 12 Aug 2026

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

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 …

MSFT19 mentioned

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

15:01 12 Aug 2026

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

Zacks Investment Ideas feature highlights: SpaceX, Meta, Palantir, Snowflake, Alphabet, AT&T and T-Mobile

For Immediate Release Chicago, IL – August 12, 2026 – Today, Zacks Investment Ideas feature highlights Space Exploration Technologies SPCX, Meta Platforms META, Palantir PLTR, Snowflake SNOW, Alphabet GOOGL, AT&T T and T-Mobile TMUS. Beyond Space: AI Compute & Starlink Drive SpaceX Growth The …

PLTR01 mentioned

Sharemaestro market context Price above Trend Line 30 weeks -6.5% · Next-week setup positive 58.5%

14:53 12 Aug 2026

finance.yahoo.com Earnings Main company 🇹🇭 Thailand

Palantir and Microsoft Drop. Why the AI Revival Is Hitting Software Stocks.

Palantir slid 1.2% and Microsoft dipped 1.1%. Salesforce ServiceNow and Workday were among the other software stocks trading in the red. The moves came as shares of chip and optical networking companies rallied, following a strong batch of earnings reports that signaled to the …

PLTR01 main company MSFT19 mentioned

Sharemaestro market context Price above Trend Line 30 weeks -6.5% · Next-week setup positive 58.5%

14:49 12 Aug 2026

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

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 …

MSFT19 mentioned

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

14:48 12 Aug 2026

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

Ray Dalio: The AI investment game is happening — here's how to play

A version of this post was originally published on linkedin.com. This note is about how to play the investment game given what's happening now. Imagine that you're playing a game like bridge, poker, backgammon, or chess and have to make your move, and you …

MSFT19 mentioned

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

14:30 12 Aug 2026

finance.yahoo.com Earnings Main company 🇹🇭 Thailand

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 …

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%

14:22 12 Aug 2026

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

Alphabet at $343 Is The Same Classic Tech Bargain It Always Was

Quick Read GOOGL's 11th straight EPS beat featured 82% Cloud growth and a $460 billion backlog, yet the stock trades at a forward P/E of just 17. GOOGL trades at a trailing P/E of 18 versus MSFT's 28, while 58 of 64 analysts rate …

MSFT19 mentioned

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

14:17 12 Aug 2026

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

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 …

MSFT19 mentioned

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

14:16 12 Aug 2026

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

4 Semiconductor Stocks to Buy Amid Top Hyperscalers' $745B AI CapEx Bet

Artificial intelligence (AI) is rapidly changing the semiconductor industry, and the next leg of growth could be driven by an enormous increase in infrastructure spending. Four top hyperscalers, Amazon, Alphabet, Microsoft and Meta Platforms, are expected to spend roughly $720 billion to $745 billion …

MSFT19 mentioned

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

14:15 12 Aug 2026

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

AI Titans Unite at JFrog swampUP 2026 to Define the Future of the Software Supply Chain

Software and security visionaries from Anthropic, Cursor, Google-Wiz, Microsoft, NVIDIA, and more unite to chart the future of trusted software and AI delivery at scale SUNNYVALE, Calif., August 12, 2026--(BUSINESS WIRE)--JFrog Ltd (Nasdaq: FROG), the Liquid Software company and creators of the JFrog Software …

MSFT19 mentioned

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

14:00 12 Aug 2026

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

Docufree Climbs 743 Spots on the 2026 Inc. 5000 List

Company's Continued Growth Reflects Rising Enterprise Demand for Trusted, AI-Ready Information ATLANTA, Aug. 12, 2026 /PRNewswire/ -- Docufree, a leading provider of intelligent document processing and AI-powered workflow solutions, today announced it has been ranked No. 1624 on the 2026 Inc. 5000 list, the …

MSFT19 mentioned

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

14:00 12 Aug 2026

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

Measured Named to the Inc. 5000 List for the Fourth Time

Marketing incrementality measurement leader recognized among America's fastest-growing private businesses AUSTIN, Texas, August 12, 2026--(BUSINESS WIRE)--Measured, the marketing effectiveness platform built on incrementality intelligence, today announced its inclusion in the 2026 Inc. 5000 list, marking the company's fourth appearance on the annual ranking of …

MSFT19 mentioned

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

13:30 12 Aug 2026

finance.yahoo.com Regulatory and legal Provider-linked mention 🇹🇭 Thailand

Sionic Launches Instant Bank Pay in U.S. Through Microsoft Marketplace

New service enables real-time, bank-to-bank payments at the point of sale ATLANTA, August 12, 2026--(BUSINESS WIRE)--Sionic, a leader in real-time, bank-to-bank payments at the point of sale, today announced the availability launch of its Instant Bank Pay service alongside Fraud Detection Service in Microsoft …

MSFT19 mentioned

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

13:29 12 Aug 2026

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

Palantir and These Software Stocks Slide in Seesaw With Chip Giants

Palantir slid 1.3% and Microsoft dipped 0.7% in the premarket. Salesforce ServiceNow and Workday were among the other software stocks trading in the red. The moves came as shares of chip and optical networking companies rallied, following a strong batch of earnings reports that …

MSFT19 mentioned PLTR01 mentioned

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

13:22 12 Aug 2026

finance.yahoo.com Earnings Main company 🇹🇭 Thailand

Palantir Just Crushed Earnings Again. These 2 Legacy Defense Stocks Are the Cheaper Way to Play the Same Budget.

Palantir Technologies (NASDAQ: PLTR) saw its stock soar this month after reporting another strong earnings result. It now has a market cap larger than every defense contractor in the world. However, because of its high price-to-earnings ratio (P/E) and price-to-sales ratio (P/S), investors would …

PLTR01 main company

Sharemaestro market context Price above Trend Line 30 weeks -6.5% · Next-week setup positive 58.5%

13:12 12 Aug 2026

cnbc.com Earnings Provider-linked mention 🇹🇭 Thailand

Stocks making the biggest moves premarket: CoreWeave, Super Micro Computer, Nebius, Cava & more

Check out the companies making the biggest moves premarket: Super Micro Computer — The data center infrastructure stock rallied more than 7.5% after Super Micro Computer issued rosy guidance for first quarter earnings and revenue, in addition to exceeding fourth quarter estimates. The company …

PLTR01 mentioned

Sharemaestro market context Price above Trend Line 30 weeks -6.5% · Next-week setup positive 58.5%

13:00 12 Aug 2026

finance.yahoo.com Regulatory and legal Main company 🇹🇭 Thailand

Brazilian Firms Adopt Microsoft AI with Governance

Organizations prioritize AI, application modernization, secure cloud operations amid changing regulations, ISG Provider Lens® report says SÃO PAULO, August 12, 2026--(BUSINESS WIRE)--Brazilian enterprises are adopting Microsoft AI and cloud technologies to improve business performance and respond to evolving regulatory and operational requirements, according to …

MSFT80 main company MSFT01 main company

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

11:20 12 Aug 2026

finance.yahoo.com Earnings Main company 🇹🇭 Thailand

I've Been Wrong About Microsoft Stock for Years. Here's Why I'm Finally Changing My Mind.

For the last five years, I've been the person rolling my eyes at Microsoft's (NASDAQ: MSFT) valuation and calling it priced for perfection. Today, after its latest set of numbers and the way the company has embedded itself into AI, cloud, and everyday work, …

MSFT80 main company MSFT01 main company

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

21:58 11 Aug 2026

finance.yahoo.com Earnings Main company 🇹🇭 Thailand

Palantir Technologies Inc. (PLTR) vs. Microsoft Corporation (MSFT): Can Palantir Pull Off a Microsoft-Style Comeback?

Microsoft Corporation (NASDAQ:MSFT) had one of the best stretches in its history, rising roughly 25% over three trading days after blowout earnings, including a record $450 billion single-day market cap gain. On Monday night (August 3, 2026), Palantir Technologies Inc. (NASDAQ:PLTR) launched its comeback …

PLTR01 main company

Sharemaestro market context Price above Trend Line 30 weeks -6.5% · Next-week setup positive 58.5%

21:45 11 Aug 2026

finance.yahoo.com Earnings Main company 🇹🇭 Thailand

Palantir Technologies’s Q2 Earnings Call: Our Top 5 Analyst Questions

Palantir Technologies delivered Q2 results that notably surpassed Wall Street expectations, leading to a significant positive market reaction. Management credited surging demand for its artificial intelligence (AI) platform, especially in the U.S. commercial and government sectors, as the primary driver of the quarter's performance. …

PLTR01 main company

Sharemaestro market context Price above Trend Line 30 weeks -6.5% · Next-week setup positive 58.5%

20:00 11 Aug 2026

nasdaq.com Earnings Provider-linked mention 🇹🇭 Thailand

Stocks Mostly Higher in Hopes for a Deal to Reopen Hormuz

The S&P 500 Index ($SPX) (SPY) today is up +0.10%, the Dow Jones Industrial Average ($DOWI) (DIA) is up +0.05%, and the Nasdaq 100 Index ($IUXX) (QQQ) is up +0.15%. September E-mini S&P futures (ESU26) are up +0.12%, and September E-mini Nasdaq futures (NQU26) …

PLTR01 mentioned

Sharemaestro market context Price above Trend Line 30 weeks -6.5% · Next-week setup positive 58.5%

19:44 11 Aug 2026

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

Archer Aviation: Ready for Takeoff?

Archer Aviation Company Overview Zacks Rank #2 (Buy) company Archer Aviation (ACHR) is a leading developer of advanced aviation technologies with a focus on electric vertical takeoff and landing (eVTOL). Midnight, its lead platform, is an eVTOL aircraft designed for air-taxi operations and related …

PLTR01 mentioned

Sharemaestro market context Price above Trend Line 30 weeks -6.5% · Next-week setup positive 58.5%

18:47 11 Aug 2026

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

Michael Burry Doubles Down Again Against Major AI Stock

This article first appeared on GuruFocus. Michael Burry (Trades, Portfolio) is betting against Palantir Technologies (NASDAQ:PLTR)again, adding March 2027 put options with strike prices in the low-to-mid $100s as the famed investor challenges one of the market's richest AI valuations. The trade puts renewed …

PLTR01 mentioned

Sharemaestro market context Price above Trend Line 30 weeks -6.5% · Next-week setup positive 58.5%

18:09 11 Aug 2026

finance.yahoo.com Market update Main company 🇹🇭 Thailand

Palantir (PLTR) AI Drives US Targeting In Iran As Missile Bottleneck Emerges

Track your investments for FREE with Simply Wall St, the portfolio command center trusted by over 7 million individual investors worldwide. Palantir Technologies (NasdaqGS:PLTR) is reported to be the primary operating system behind the U.S. military's AI driven targeting in Iran through the Pentagon's …

PLTR01 main company

Sharemaestro market context Price above Trend Line 30 weeks -6.5% · Next-week setup positive 58.5%