{"version": "https://jsonfeed.org/version/1.1", "title": "Sharemaestro Newsreel: Thailand Software - Infrastructure news", "home_page_url": "https://sharemaestro.com/newsreel/th/technology/software-infrastructure/", "feed_url": "https://sharemaestro.com/newsreel/th/technology/software-infrastructure/feed.json", "description": "Latest Software - Infrastructure company headlines from Thailand, newest first, with source links and direct routes to company research and sentiment.", "language": "en", "items": [{"id": "source:ef20150b3701333c5e8b7759c46a24a81ff3e4b0c4c7aa084393547f4599163e", "url": "https://finance.yahoo.com/technology/ai/articles/ai-security-operations-center-soc-144500073.html", "external_url": "https://finance.yahoo.com/technology/ai/articles/ai-security-operations-center-soc-144500073.html", "title": "AI Security Operations Center (SOC) Market Surges to $47.07 billion at a CAGR 21.1% by 2031 | Report by MarketsandMarkets\u2122", "content_text": "MarketsandMarkets Research Pvt. Ltd. Delray Beach, FL, Aug. 14, 2026 (GLOBE NEWSWIRE) -- According to MarketsandMarkets\u2122, 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 AI-powered SOC solutions. These platforms unify security data, improve threat correlation, and enable faster investigations. Automation, behavioral analytics, and agentic AI are further enhancing detection and response capabi", "date_published": "2026-08-14T14:45:00+00:00", "authors": [{"name": "finance.yahoo.com"}], "tags": ["Regulatory and legal", "MSFT19"], "_sharemaestro": {"country": "Thailand", "coverage": "Provider-linked mention", "market_context": null, "companies": [{"symbol": "MSFT19", "name": "Microsoft Corporation", "sentiment_url": "https://sharemaestro.com/sentiment/fc815009-2756-4976-bb72-0b87c9196de9/"}]}}, {"id": "source:c938ab6316203ca9b80924ff5f6562ab6b99323f00d78b0c809f622deab42077", "url": "https://finance.yahoo.com/energy/articles/hyperscalers-might-regret-embracing-natural-140500532.html", "external_url": "https://finance.yahoo.com/energy/articles/hyperscalers-might-regret-embracing-natural-140500532.html", "title": "Hyperscalers might regret embracing natural gas if new forecast proves correct", "content_text": "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 the fossil fuel. Natural gas prices could triple in some parts of the U.S. in the coming years as hyperscaler demand collides with declining supply growth and rising exports of liquefied natural gas, according to Noreva, an energy research firm. Hyperscalers might not be prepared for future price shocks. \"I think everyo", "date_published": "2026-08-14T14:05:00+00:00", "authors": [{"name": "finance.yahoo.com"}], "tags": ["Market update", "MSFT19"], "_sharemaestro": {"country": "Thailand", "coverage": "Provider-linked mention", "market_context": null, "companies": [{"symbol": "MSFT19", "name": "Microsoft Corporation", "sentiment_url": "https://sharemaestro.com/sentiment/fc815009-2756-4976-bb72-0b87c9196de9/"}]}}, {"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", "MSFT80", "MSFT19", "MSFT01"], "_sharemaestro": {"country": "Thailand", "coverage": "Main company", "market_context": null, "companies": [{"symbol": "MSFT80", "name": "Microsoft Corporation", "sentiment_url": "https://sharemaestro.com/sentiment/e7bf1aca-2bf8-4cbf-a2f6-49bb36d3368d/"}, {"symbol": "MSFT19", "name": "Microsoft Corporation", "sentiment_url": "https://sharemaestro.com/sentiment/fc815009-2756-4976-bb72-0b87c9196de9/"}, {"symbol": "MSFT01", "name": "Microsoft Corporation", "sentiment_url": "https://sharemaestro.com/sentiment/1fcf8747-a209-4bcf-ab9e-89741debef2e/"}]}}, {"id": "source:b3cd6573c98a2c1c3d4f306ae1b6dbe8740378f8d5192a795a772057b016713b", "url": "https://finance.yahoo.com/technology/ai/articles/cloud-ai-ai-architecture-navigating-123824078.html", "external_url": "https://finance.yahoo.com/technology/ai/articles/cloud-ai-ai-architecture-navigating-123824078.html", "title": "Cloud AI Update - AI Re-Architecture: Navigating Modern Data Infrastructure Challenges", "content_text": "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 and secure AI across hybrid environments. This shift, termed \"The Great AI Re-Architecture,\" underscores the increasing complexity of data governance and the ongoing transition towards hybrid data infrastructures. As organizations navigate these challenges, the emphasis ", "date_published": "2026-08-14T12:38:24+00:00", "authors": [{"name": "finance.yahoo.com"}], "tags": ["Earnings", "MSFT19"], "_sharemaestro": {"country": "Thailand", "coverage": "Provider-linked mention", "market_context": null, "companies": [{"symbol": "MSFT19", "name": "Microsoft Corporation", "sentiment_url": "https://sharemaestro.com/sentiment/fc815009-2756-4976-bb72-0b87c9196de9/"}]}}, {"id": "source:b8cb2031edbcdc436d64a696bfb63f409d494d7fe4ccb04df9f080f76da74dce", "url": "https://finance.yahoo.com/small-business/articles/qu-named-no-855-2026-120000451.html", "external_url": "https://finance.yahoo.com/small-business/articles/qu-named-no-855-2026-120000451.html", "title": "Qu Named No. 855 on the 2026 Inc. 5000 List, the Most Prestigious Ranking of America\u2019s Fastest-Growing Private Companies", "content_text": "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 2026 Inc. 5000 list, the annual list of the fastest-growing private companies in America. The list is the most prestigious ranking of the nation's most successful independent and entrepreneurial businesses, recognizing companies that have achieved remarkable growth while driving", "date_published": "2026-08-14T12:00:00+00:00", "authors": [{"name": "finance.yahoo.com"}], "tags": ["Earnings", "MSFT19"], "_sharemaestro": {"country": "Thailand", "coverage": "Provider-linked mention", "market_context": null, "companies": [{"symbol": "MSFT19", "name": "Microsoft Corporation", "sentiment_url": "https://sharemaestro.com/sentiment/fc815009-2756-4976-bb72-0b87c9196de9/"}]}}, {"id": "source:d5f00d21864125e93ee7c4e43c146d0e1730bf0114bda63ed39a4c34dad599c8", "url": "https://www.nasdaq.com/articles/better-tech-behemoth-alphabet-vs-microsoft-stock", "external_url": "https://www.nasdaq.com/articles/better-tech-behemoth-alphabet-vs-microsoft-stock", "title": "Better Tech Behemoth: Alphabet vs. Microsoft Stock", "content_text": "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 \u203a Alphabet(NASDAQ: GOOG)(NASDAQ: GOOGL) and Microsoft(NASDAQ: MSFT) are two of the biggest tech giants on the market, and the third and fourth-largest companies in the world. Each has posted terrific results in its most recent quarter, but which one is doing better? Let's take a look at which one of these stocks makes the most sense for your investment dollars, or if they're both worth buying now. Missed Nvidia in 2009? This Rare", "date_published": "2026-08-14T11:35:00+00:00", "authors": [{"name": "nasdaq.com"}], "tags": ["Earnings", "MSFT19"], "_sharemaestro": {"country": "Thailand", "coverage": "Provider-linked mention", "market_context": null, "companies": [{"symbol": "MSFT19", "name": "Microsoft Corporation", "sentiment_url": "https://sharemaestro.com/sentiment/fc815009-2756-4976-bb72-0b87c9196de9/"}]}}, {"id": "source:46836936b4d00c552ae6d1a8ffeb3fd0c5e2b29944fef6faa3c6245dd8de5cfb", "url": "https://finance.yahoo.com/m/22d19ee7-2a0b-38a9-a30d-734163261d28/a-big-inflation-risk-still.html", "external_url": "https://finance.yahoo.com/m/22d19ee7-2a0b-38a9-a30d-734163261d28/a-big-inflation-risk-still.html", "title": "A Big Inflation Risk Still Looms for Stock Markets", "content_text": "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", "date_published": "2026-08-14T10:52:00+00:00", "authors": [{"name": "finance.yahoo.com"}], "tags": ["Macro sensitivity", "MSFT19"], "_sharemaestro": {"country": "Thailand", "coverage": "Provider-linked mention", "market_context": null, "companies": [{"symbol": "MSFT19", "name": "Microsoft Corporation", "sentiment_url": "https://sharemaestro.com/sentiment/fc815009-2756-4976-bb72-0b87c9196de9/"}]}}, {"id": "source:e9b779bf3821de8a304ced81b22e6d81c58846c45377d612577ddcdadcfd2aa2", "url": "https://www.nasdaq.com/articles/tech-stock-1-most-shorted-stocks-2026-now-time-buy", "external_url": "https://www.nasdaq.com/articles/tech-stock-1-most-shorted-stocks-2026-now-time-buy", "title": "This Tech Stock Is 1 of the Most Shorted Stocks of 2026: Is Now the Time to Buy?", "content_text": "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 Oracle \u203a Oracle(NYSE: ORCL) was one of the most shorted stocks by hedge funds in the first half of 2026, according to the Data Insights Crowding Report. This meant that a lot of investors were betting that the shares will fall. Only two companies were more heavily shorted, Data Insights found: Charter Communications(NASDAQ: CHTR) and Super Micro Computer(NASDAQ:", "date_published": "2026-08-14T10:05:00+00:00", "authors": [{"name": "nasdaq.com"}], "tags": ["Earnings", "MSFT19"], "_sharemaestro": {"country": "Thailand", "coverage": "Provider-linked mention", "market_context": null, "companies": [{"symbol": "MSFT19", "name": "Microsoft Corporation", "sentiment_url": "https://sharemaestro.com/sentiment/fc815009-2756-4976-bb72-0b87c9196de9/"}]}}, {"id": "source:ce8205e2d4b3280685976f01bac46799435314664e8cfe6b6e8068233603bd9b", "url": "https://finance.yahoo.com/markets/article/wall-streets-riskiest-trades-are-suddenly-back-on-top-chart-of-the-day-100100027.html", "external_url": "https://finance.yahoo.com/markets/article/wall-streets-riskiest-trades-are-suddenly-back-on-top-chart-of-the-day-100100027.html", "title": "Wall Street's riskiest trades are suddenly back on top: Chart of the Day", "content_text": "Investors are reaching for more risk \u2014 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 too. Nvidia (NVDA) has added about $600 billion in market value this month, while SpaceX (SPCX) has piled on roughly $440 billion. Microsoft (MSFT) has added nearly $240 billion, while Micron (MU), Broadcom (AVGO), and Palantir (PLTR) have each gained more than $130 billion. Yahoo Finance analysis of AlphaSpace data What stands out is how many different", "date_published": "2026-08-14T10:01:00+00:00", "authors": [{"name": "finance.yahoo.com"}], "tags": ["Market update", "MSFT19"], "_sharemaestro": {"country": "Thailand", "coverage": "Provider-linked mention", "market_context": null, "companies": [{"symbol": "MSFT19", "name": "Microsoft Corporation", "sentiment_url": "https://sharemaestro.com/sentiment/fc815009-2756-4976-bb72-0b87c9196de9/"}]}}, {"id": "source:8b4892aecb68ade85634f9a8e901fdc858112e7076c63a7d564305e525708741", "url": "https://finance.yahoo.com/technology/ai/articles/zacks-investment-ideas-feature-highlights-091700503.html", "external_url": "https://finance.yahoo.com/technology/ai/articles/zacks-investment-ideas-feature-highlights-091700503.html", "title": "Zacks Investment Ideas feature highlights: CoreWeave, Nebius and NVIDIA", "content_text": "For Immediate Release Chicago, IL \u2013 August 14, 2026 \u2013 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 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 and CoreWeave build cloud infrastructure engineered specifically for high-density AI training. The two ", "date_published": "2026-08-14T09:17:00+00:00", "authors": [{"name": "finance.yahoo.com"}], "tags": ["Earnings", "MSFT19"], "_sharemaestro": {"country": "Thailand", "coverage": "Provider-linked mention", "market_context": null, "companies": [{"symbol": "MSFT19", "name": "Microsoft Corporation", "sentiment_url": "https://sharemaestro.com/sentiment/fc815009-2756-4976-bb72-0b87c9196de9/"}]}}, {"id": "source:3e6bec60def4414a026cebe7f87a6658720e339e704cc2cec72a9d6056bb3cdc", "url": "https://finance.yahoo.com/technology/articles/metristar-top-provider-room-video-080100716.html", "external_url": "https://finance.yahoo.com/technology/articles/metristar-top-provider-room-video-080100716.html", "title": "MetriStar Top Provider: Room Video Conferencing Report: Evaluating Customer Sentiment, Business Value, and Market Strategies of Cisco, Zoom, Microsoft, and Logitech", "content_text": "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 \"MetriStar Top Provider: Room Video Conferencing Systems\" has been added to ResearchAndMarkets.com's offering As hybrid work continues to reshape enterprise collaboration, the 2025 MetriStar Top Provider Award for Room Video Conferencing Systems offers organizatio", "date_published": "2026-08-14T08:01:00+00:00", "authors": [{"name": "finance.yahoo.com"}], "tags": ["Earnings", "MSFT19"], "_sharemaestro": {"country": "Thailand", "coverage": "Provider-linked mention", "market_context": null, "companies": [{"symbol": "MSFT19", "name": "Microsoft Corporation", "sentiment_url": "https://sharemaestro.com/sentiment/fc815009-2756-4976-bb72-0b87c9196de9/"}]}}, {"id": "source:f41c748b4d448a2fdaa30ae04f6ca4b55d55f4c1a276078a8bfa1307c1b47253", "url": "https://www.nasdaq.com/articles/best-magnificent-seven-stocks-buy-august", "external_url": "https://www.nasdaq.com/articles/best-magnificent-seven-stocks-buy-august", "title": "The Best "Magnificent Seven" Stocks to Buy in August", "content_text": "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 \u203a The \"Magnificent Seven\" group of stocks leads the market. This group dominates the rankings of the world's largest companies, with the smallest still ranking as the 11th-largest company. It's made up of: Nvidia(NASDAQ: NVDA)Apple(NASDAQ: AAPL)Alphabet(NASDAQ: GOOG)(NASDAQ: GOOGL)Microsoft(NASDAQ: MSFT)Amazon(NASDAQ: AMZN)Meta Platforms(NASDAQ: META)Tesla(NASDAQ: TSLA) All seven of these stocks have been major success stories, but t", "date_published": "2026-08-14T07:50:00+00:00", "authors": [{"name": "nasdaq.com"}], "tags": ["Market update", "MSFT19"], "_sharemaestro": {"country": "Thailand", "coverage": "Provider-linked mention", "market_context": null, "companies": [{"symbol": "MSFT19", "name": "Microsoft Corporation", "sentiment_url": "https://sharemaestro.com/sentiment/fc815009-2756-4976-bb72-0b87c9196de9/"}]}}, {"id": "source:e44811c76800824b008ccaf5b6a358bd5d6b881e7581d2288138ee6dea05e17b", "url": "https://finance.yahoo.com/markets/stocks/articles/stronger-career-learning-capital-returns-071352655.html", "external_url": "https://finance.yahoo.com/markets/stocks/articles/stronger-career-learning-capital-returns-071352655.html", "title": "Is Stronger Career Learning And Capital Returns Altering The Investment Case For Stride (LRN)?", "content_text": "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 Jr. as CEO, combined with strong growth in career learning programs and continued capital returns, signals a renewed emphasis on both educational outcomes and disciplined capital allocation. We'll now examine how the CEO transition and stronger career learning pe", "date_published": "2026-08-14T07:13:52+00:00", "authors": [{"name": "finance.yahoo.com"}], "tags": ["Earnings", "MSFT19"], "_sharemaestro": {"country": "Thailand", "coverage": "Provider-linked mention", "market_context": null, "companies": [{"symbol": "MSFT19", "name": "Microsoft Corporation", "sentiment_url": "https://sharemaestro.com/sentiment/fc815009-2756-4976-bb72-0b87c9196de9/"}]}}, {"id": "source:35670f7c3aa0103e50e4a5edd3bb0a226b0f0657d1cb71b14421f76b00545990", "url": "https://finance.yahoo.com/m/c34b8123-cb29-3b50-9bfd-26cb6f8912d7/bleeding-edge-ai-meets.html", "external_url": "https://finance.yahoo.com/m/c34b8123-cb29-3b50-9bfd-26cb6f8912d7/bleeding-edge-ai-meets.html", "title": "Bleeding-Edge AI Meets Cutting-Edge Finance. Is This Peak AI?", "content_text": "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", "date_published": "2026-08-14T05:30:00+00:00", "authors": [{"name": "finance.yahoo.com"}], "tags": ["Market update", "MSFT19"], "_sharemaestro": {"country": "Thailand", "coverage": "Provider-linked mention", "market_context": null, "companies": [{"symbol": "MSFT19", "name": "Microsoft Corporation", "sentiment_url": "https://sharemaestro.com/sentiment/fc815009-2756-4976-bb72-0b87c9196de9/"}]}}, {"id": "source:fb76e8ca649dc26adf9e64c5aa07683b4442d18abae023d68caf975b99c920da", "url": "https://finance.yahoo.com/markets/stocks/articles/chevron-cvx-stock-looks-bargain-051121295.html", "external_url": "https://finance.yahoo.com/markets/stocks/articles/chevron-cvx-stock-looks-bargain-051121295.html", "title": "Chevron (CVX) Stock Looks Like A Bargain Below Fair Value", "content_text": "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 currently point to the stock trading at a discount to those valuation checks. Over the last 5 years Chevron has returned 154.0%, which puts fresh focus on whether the current price still leaves room compared with its intrinsic value estimate. Chevron's growing role in powering AI data centers through projects like its long term ", "date_published": "2026-08-14T05:11:21+00:00", "authors": [{"name": "finance.yahoo.com"}], "tags": ["Earnings", "MSFT19"], "_sharemaestro": {"country": "Thailand", "coverage": "Provider-linked mention", "market_context": null, "companies": [{"symbol": "MSFT19", "name": "Microsoft Corporation", "sentiment_url": "https://sharemaestro.com/sentiment/fc815009-2756-4976-bb72-0b87c9196de9/"}]}}, {"id": "source:81863095a65b00e0a1df9e47d5d2b61f85d129b9239e2bd827c5f7109746fbf2", "url": "https://finance.yahoo.com/markets/stocks/articles/investors-may-respond-walmart-wmt-031601378.html", "external_url": "https://finance.yahoo.com/markets/stocks/articles/investors-may-respond-walmart-wmt-031601378.html", "title": "How Investors May Respond To Walmart (WMT) Earnings Countdown And New Exclusive Family-Focused Offerings", "content_text": "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, and safety categories, highlight Walmart's effort to broaden its appeal to families across both physical and digital channels. We'll examine how this earnings countdown, coupled with Walmart's push into exclusive, family-focused products, shapes the company's broader investment narrative. The b", "date_published": "2026-08-14T03:16:01+00:00", "authors": [{"name": "finance.yahoo.com"}], "tags": ["Earnings", "MSFT19"], "_sharemaestro": {"country": "Thailand", "coverage": "Provider-linked mention", "market_context": null, "companies": [{"symbol": "MSFT19", "name": "Microsoft Corporation", "sentiment_url": "https://sharemaestro.com/sentiment/fc815009-2756-4976-bb72-0b87c9196de9/"}]}}, {"id": "source:f20b71197db6ebf2a6454b0f5729b7520bf0befa261e0c5791725ac2c9b2f830", "url": "https://finance.yahoo.com/technology/articles/zacks-tool-strong-cloud-stocks-234800020.html", "external_url": "https://finance.yahoo.com/technology/articles/zacks-tool-strong-cloud-stocks-234800020.html", "title": "Use This Zacks Tool to Find Strong Cloud Stocks", "content_text": "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 Computing' theme and analyze a stock within. Cloud Computing Overview Cloud computing refers to the on-demand seamless access of computing resources such as servers, storage, databases, networking, software, analytics, and intelligence over the Internet (the cloud) on a pay-per-use pricing model. It marks a paradi", "date_published": "2026-08-13T23:48:00+00:00", "authors": [{"name": "finance.yahoo.com"}], "tags": ["Earnings", "MSFT19"], "_sharemaestro": {"country": "Thailand", "coverage": "Provider-linked mention", "market_context": null, "companies": [{"symbol": "MSFT19", "name": "Microsoft Corporation", "sentiment_url": "https://sharemaestro.com/sentiment/fc815009-2756-4976-bb72-0b87c9196de9/"}]}}, {"id": "source:11d3ac9af4b896746bfd436a15399374e9283fa6447fe34695a4672fdbc83175", "url": "https://finance.yahoo.com/m/ae1d3e87-e4b9-302e-93b7-05e18dca9abe/berkshire-bought-alphabet.html", "external_url": "https://finance.yahoo.com/m/ae1d3e87-e4b9-302e-93b7-05e18dca9abe/berkshire-bought-alphabet.html", "title": "Berkshire Bought Alphabet Stock in Q2\u2014and Maybe Microsoft Too", "content_text": "A Berkshire filing reveals a very active quarter for buying stocks, including Alphabet. Microsoft might have been another big purchase. Continue Reading", "date_published": "2026-08-13T20:07:00+00:00", "authors": [{"name": "finance.yahoo.com"}], "tags": ["Earnings", "MSFT19"], "_sharemaestro": {"country": "Thailand", "coverage": "Provider-linked mention", "market_context": null, "companies": [{"symbol": "MSFT19", "name": "Microsoft Corporation", "sentiment_url": "https://sharemaestro.com/sentiment/fc815009-2756-4976-bb72-0b87c9196de9/"}]}}, {"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", "MSFT19"], "_sharemaestro": {"country": "Thailand", "coverage": "Provider-linked mention", "market_context": null, "companies": [{"symbol": "MSFT19", "name": "Microsoft Corporation", "sentiment_url": "https://sharemaestro.com/sentiment/fc815009-2756-4976-bb72-0b87c9196de9/"}]}}, {"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", "MSFT19"], "_sharemaestro": {"country": "Thailand", "coverage": "Provider-linked mention", "market_context": null, "companies": [{"symbol": "MSFT19", "name": "Microsoft Corporation", "sentiment_url": "https://sharemaestro.com/sentiment/fc815009-2756-4976-bb72-0b87c9196de9/"}]}}, {"id": "source:1821caf8a39e8975a0a7a2b6349e6f94f98b3f0e2fa66d630e46697477468926", "url": "https://finance.yahoo.com/technology/ai/articles/neoclouds-crwv-nbis-soar-why-191800915.html", "external_url": "https://finance.yahoo.com/technology/ai/articles/neoclouds-crwv-nbis-soar-why-191800915.html", "title": "Neoclouds CRWV & NBIS Soar (Why they have room to run)", "content_text": "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 and CoreWeave build cloud infrastructure engineered specifically for high-density AI training. The two leading AI infrastructure companies reported earnings this week that impressed Wall Street. Following their earnings releases, CoreWeave shares jumped nearly 20% while Nebius shares bolted 34%. B", "date_published": "2026-08-13T19:18:00+00:00", "authors": [{"name": "finance.yahoo.com"}], "tags": ["Earnings", "MSFT19"], "_sharemaestro": {"country": "Thailand", "coverage": "Provider-linked mention", "market_context": null, "companies": [{"symbol": "MSFT19", "name": "Microsoft Corporation", "sentiment_url": "https://sharemaestro.com/sentiment/fc815009-2756-4976-bb72-0b87c9196de9/"}]}}, {"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", "MSFT19"], "_sharemaestro": {"country": "Thailand", "coverage": "Provider-linked mention", "market_context": null, "companies": [{"symbol": "MSFT19", "name": "Microsoft Corporation", "sentiment_url": "https://sharemaestro.com/sentiment/fc815009-2756-4976-bb72-0b87c9196de9/"}]}}, {"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", "MSFT19"], "_sharemaestro": {"country": "Thailand", "coverage": "Provider-linked mention", "market_context": null, "companies": [{"symbol": "MSFT19", "name": "Microsoft Corporation", "sentiment_url": "https://sharemaestro.com/sentiment/fc815009-2756-4976-bb72-0b87c9196de9/"}]}}, {"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", "MSFT19"], "_sharemaestro": {"country": "Thailand", "coverage": "Provider-linked mention", "market_context": null, "companies": [{"symbol": "MSFT19", "name": "Microsoft Corporation", "sentiment_url": "https://sharemaestro.com/sentiment/fc815009-2756-4976-bb72-0b87c9196de9/"}]}}, {"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", "MSFT19"], "_sharemaestro": {"country": "Thailand", "coverage": "Provider-linked mention", "market_context": null, "companies": [{"symbol": "MSFT19", "name": "Microsoft Corporation", "sentiment_url": "https://sharemaestro.com/sentiment/fc815009-2756-4976-bb72-0b87c9196de9/"}]}}, {"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", "MSFT19"], "_sharemaestro": {"country": "Thailand", "coverage": "Provider-linked mention", "market_context": null, "companies": [{"symbol": "MSFT19", "name": "Microsoft Corporation", "sentiment_url": "https://sharemaestro.com/sentiment/fc815009-2756-4976-bb72-0b87c9196de9/"}]}}, {"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", "MSFT80", "MSFT19", "MSFT01"], "_sharemaestro": {"country": "Thailand", "coverage": "Main company", "market_context": null, "companies": [{"symbol": "MSFT80", "name": "Microsoft Corporation", "sentiment_url": "https://sharemaestro.com/sentiment/e7bf1aca-2bf8-4cbf-a2f6-49bb36d3368d/"}, {"symbol": "MSFT19", "name": "Microsoft Corporation", "sentiment_url": "https://sharemaestro.com/sentiment/fc815009-2756-4976-bb72-0b87c9196de9/"}, {"symbol": "MSFT01", "name": "Microsoft Corporation", "sentiment_url": "https://sharemaestro.com/sentiment/1fcf8747-a209-4bcf-ab9e-89741debef2e/"}]}}, {"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", "MSFT19"], "_sharemaestro": {"country": "Thailand", "coverage": "Provider-linked mention", "market_context": null, "companies": [{"symbol": "MSFT19", "name": "Microsoft Corporation", "sentiment_url": "https://sharemaestro.com/sentiment/fc815009-2756-4976-bb72-0b87c9196de9/"}]}}, {"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", "MSFT19"], "_sharemaestro": {"country": "Thailand", "coverage": "Provider-linked mention", "market_context": null, "companies": [{"symbol": "MSFT19", "name": "Microsoft Corporation", "sentiment_url": "https://sharemaestro.com/sentiment/fc815009-2756-4976-bb72-0b87c9196de9/"}]}}, {"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", "MSFT19"], "_sharemaestro": {"country": "Thailand", "coverage": "Provider-linked mention", "market_context": null, "companies": [{"symbol": "MSFT19", "name": "Microsoft Corporation", "sentiment_url": "https://sharemaestro.com/sentiment/fc815009-2756-4976-bb72-0b87c9196de9/"}]}}, {"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", "MSFT19"], "_sharemaestro": {"country": "Thailand", "coverage": "Provider-linked mention", "market_context": null, "companies": [{"symbol": "MSFT19", "name": "Microsoft Corporation", "sentiment_url": "https://sharemaestro.com/sentiment/fc815009-2756-4976-bb72-0b87c9196de9/"}]}}, {"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", "MSFT19"], "_sharemaestro": {"country": "Thailand", "coverage": "Provider-linked mention", "market_context": null, "companies": [{"symbol": "MSFT19", "name": "Microsoft Corporation", "sentiment_url": "https://sharemaestro.com/sentiment/fc815009-2756-4976-bb72-0b87c9196de9/"}]}}, {"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", "MSFT19"], "_sharemaestro": {"country": "Thailand", "coverage": "Provider-linked mention", "market_context": null, "companies": [{"symbol": "MSFT19", "name": "Microsoft Corporation", "sentiment_url": "https://sharemaestro.com/sentiment/fc815009-2756-4976-bb72-0b87c9196de9/"}]}}, {"id": "source:a31e5b797042b578ff62733cc8a9a24844f7184af503e48f88fa4d059d053e98", "url": "https://finance.yahoo.com/m/e6273129-b1c4-3c91-b8de-df13d5a8aa2e/living-larger-and-larger%3A.html", "external_url": "https://finance.yahoo.com/m/e6273129-b1c4-3c91-b8de-df13d5a8aa2e/living-larger-and-larger%3A.html", "title": "Living 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", "MSFT19"], "_sharemaestro": {"country": "Thailand", "coverage": "Provider-linked mention", "market_context": null, "companies": [{"symbol": "MSFT19", "name": "Microsoft Corporation", "sentiment_url": "https://sharemaestro.com/sentiment/fc815009-2756-4976-bb72-0b87c9196de9/"}]}}, {"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", "MSFT19"], "_sharemaestro": {"country": "Thailand", "coverage": "Provider-linked mention", "market_context": null, "companies": [{"symbol": "MSFT19", "name": "Microsoft Corporation", "sentiment_url": "https://sharemaestro.com/sentiment/fc815009-2756-4976-bb72-0b87c9196de9/"}]}}, {"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": ["Earnings", "MSFT19"], "_sharemaestro": {"country": "Thailand", "coverage": "Provider-linked mention", "market_context": null, "companies": [{"symbol": "MSFT19", "name": "Microsoft Corporation", "sentiment_url": "https://sharemaestro.com/sentiment/fc815009-2756-4976-bb72-0b87c9196de9/"}]}}, {"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", "MSFT19"], "_sharemaestro": {"country": "Thailand", "coverage": "Provider-linked mention", "market_context": null, "companies": [{"symbol": "MSFT19", "name": "Microsoft Corporation", "sentiment_url": "https://sharemaestro.com/sentiment/fc815009-2756-4976-bb72-0b87c9196de9/"}]}}, {"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", "MSFT19"], "_sharemaestro": {"country": "Thailand", "coverage": "Provider-linked mention", "market_context": null, "companies": [{"symbol": "MSFT19", "name": "Microsoft Corporation", "sentiment_url": "https://sharemaestro.com/sentiment/fc815009-2756-4976-bb72-0b87c9196de9/"}]}}, {"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", "MSFT19"], "_sharemaestro": {"country": "Thailand", "coverage": "Provider-linked mention", "market_context": null, "companies": [{"symbol": "MSFT19", "name": "Microsoft Corporation", "sentiment_url": "https://sharemaestro.com/sentiment/fc815009-2756-4976-bb72-0b87c9196de9/"}]}}, {"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", "MSFT19"], "_sharemaestro": {"country": "Thailand", "coverage": "Provider-linked mention", "market_context": null, "companies": [{"symbol": "MSFT19", "name": "Microsoft Corporation", "sentiment_url": "https://sharemaestro.com/sentiment/fc815009-2756-4976-bb72-0b87c9196de9/"}]}}, {"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", "MSFT19"], "_sharemaestro": {"country": "Thailand", "coverage": "Provider-linked mention", "market_context": null, "companies": [{"symbol": "MSFT19", "name": "Microsoft Corporation", "sentiment_url": "https://sharemaestro.com/sentiment/fc815009-2756-4976-bb72-0b87c9196de9/"}]}}, {"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", "MSFT19"], "_sharemaestro": {"country": "Thailand", "coverage": "Provider-linked mention", "market_context": null, "companies": [{"symbol": "MSFT19", "name": "Microsoft Corporation", "sentiment_url": "https://sharemaestro.com/sentiment/fc815009-2756-4976-bb72-0b87c9196de9/"}]}}, {"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", "MSFT19"], "_sharemaestro": {"country": "Thailand", "coverage": "Provider-linked mention", "market_context": null, "companies": [{"symbol": "MSFT19", "name": "Microsoft Corporation", "sentiment_url": "https://sharemaestro.com/sentiment/fc815009-2756-4976-bb72-0b87c9196de9/"}]}}, {"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", "MSFT19"], "_sharemaestro": {"country": "Thailand", "coverage": "Provider-linked mention", "market_context": null, "companies": [{"symbol": "MSFT19", "name": "Microsoft Corporation", "sentiment_url": "https://sharemaestro.com/sentiment/fc815009-2756-4976-bb72-0b87c9196de9/"}]}}, {"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", "MSFT19"], "_sharemaestro": {"country": "Thailand", "coverage": "Provider-linked mention", "market_context": null, "companies": [{"symbol": "MSFT19", "name": "Microsoft Corporation", "sentiment_url": "https://sharemaestro.com/sentiment/fc815009-2756-4976-bb72-0b87c9196de9/"}]}}, {"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", "MSFT19"], "_sharemaestro": {"country": "Thailand", "coverage": "Provider-linked mention", "market_context": null, "companies": [{"symbol": "MSFT19", "name": "Microsoft Corporation", "sentiment_url": "https://sharemaestro.com/sentiment/fc815009-2756-4976-bb72-0b87c9196de9/"}]}}, {"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", "MSFT19"], "_sharemaestro": {"country": "Thailand", "coverage": "Provider-linked mention", "market_context": null, "companies": [{"symbol": "MSFT19", "name": "Microsoft Corporation", "sentiment_url": "https://sharemaestro.com/sentiment/fc815009-2756-4976-bb72-0b87c9196de9/"}]}}, {"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", "MSFT19"], "_sharemaestro": {"country": "Thailand", "coverage": "Provider-linked mention", "market_context": null, "companies": [{"symbol": "MSFT19", "name": "Microsoft Corporation", "sentiment_url": "https://sharemaestro.com/sentiment/fc815009-2756-4976-bb72-0b87c9196de9/"}]}}, {"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", "MSFT19"], "_sharemaestro": {"country": "Thailand", "coverage": "Provider-linked mention", "market_context": null, "companies": [{"symbol": "MSFT19", "name": "Microsoft Corporation", "sentiment_url": "https://sharemaestro.com/sentiment/fc815009-2756-4976-bb72-0b87c9196de9/"}]}}, {"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", "MSFT19"], "_sharemaestro": {"country": "Thailand", "coverage": "Provider-linked mention", "market_context": null, "companies": [{"symbol": "MSFT19", "name": "Microsoft Corporation", "sentiment_url": "https://sharemaestro.com/sentiment/fc815009-2756-4976-bb72-0b87c9196de9/"}]}}]}