Actualités

Bill Ackman unveiled six new holdings including Netflix, Visa and Mastercard, marking the billionaire investor's biggest portfolio overhaul in years. Ackman said on Thursday he acquired shares ‌starting in the second quarter that will be held in his investment funds including his newest offering ‌Pershing Square USA, which was listed on the New York Stock Exchange in April. Along with Netflix, which Ackman held briefly in 2022 before selling ​at a loss, his funds are also investing in eye care firm Alcon, exchange operator Intercontinental Exchange and financial data provider S&P Global.

The new model will support tools that detect and fix software vulnerabilities.

Microsoft has introduced MAI-Cyber-1-Flash alongside a multi-agent harness and new agentic system designed to scan, detect and fix complex software vulnerabilities at half the operating cost.

AMD's two-day AI summit could jolt a sector that investors are losing their nerve on, but the real story has nothing to do with the chips everyone already knows are coming.

The deal gives Microsoft more computing capacity in Europe and brings Mistral's AI models into Microsoft Foundry and Copilot Studio

GitLab adds governed agentic AI, security fixes and workflow tools as enterprise adoption supports strong revenue growth.

Microsoft Corp (NASDAQ:MSFT) and Advanced Micro Devices Inc (NASDAQ:AMD, XETRA:AMD) have announced an expanded strategic partnership focused on deploying AMD’s next-generation AI infrastructure across Microsoft Azure, including the rollout of AMD’s Helios rack-scale systems to support...

AMD stock rallied Monday after the chip giant announced an expanded AI partnership with technology giant Microsoft.

As enterprise leaders such as Palantir Technologies Inc. CEO Alex Karp and Microsoft Corp. CEO Satya Nadella raise the alarm about companies surrendering their intellectual property (IP) to centralized artificial intelligence (AI) models, former OpenAI executive Mira Murati has launched...

On July 15, 2026, 3M Company announced a partnership with Microsoft in which Azure will be the first hyperscale cloud to deploy 3M’s Expanded Beam Optical technology in its AI-focused data centers, while 3M adopts Microsoft’s AI and digital platforms across core business functions. This collaboration highlights how 3M is pairing its materials science and optical connectivity strengths with Microsoft’s cloud infrastructure to support AI infrastructure growth and modernize 3M’s internal...

The newly created strategic relationship with Microsoft to deploy Expanded Beam Optical technology in AI data centers has lifted 3M's stock price. How should investors play this?

NBIS' new asset-light AI cloud model lets partners fund data centers, helping it scale global capacity faster while preserving cash.

Chevron (NYSE:CVX) has launched a new business with GE Vernova and Microsoft to supply natural gas power to AI data centers. The company has also signed a five year extension to supply natural gas to Alinta Energy in Western Australia. Chevron is best known for its oil and gas production. This new move into powering AI data centers links its existing natural gas operations with a fast growing digital infrastructure sector. The partnership with GE Vernova and Microsoft positions Chevron...

OpenAI is pushing ChatGPT beyond a question-and-answer tool and deeper into workplace automation with ChatGPT Work. The new AI agent can break down complex assignments, work autonomously over extended periods and generate spreadsheets, presentations, documents and web applications, OpenAI said....

Microsoft Corporation (NASDAQ:MSFT) is one of the best QQQ Stocks to invest in. On July 2, Microsoft announced the launch of “Microsoft Frontier Company,” a new business unit dedicated to delivering outcome-driven AI transformation for global customers. Supported by a $2.5 billion investment, the organization will embed 6,000 industry and engineering experts directly with clients […]

Commvault Systems (CVLT) has drawn investor attention after launching "Commvault Minutes to Recovery," a global, hands-on cyber resilience simulation that allows security and IT teams to rehearse AI-driven attacks and benchmark clean recovery performance. See our latest analysis for Commvault Systems. Recent product launches, a new Chief Partner Officer, an expanded Microsoft Azure partnership, and the newly filed securities class action have all landed as Commvault Systems’ 30-day share...

Ondo just launched a perps platform where tokenized stocks can be used to back leveraged positions.

Meta Platforms is launching a new cloud infrastructure business, Meta Compute, to sell excess AI computing capacity. The move positions NasdaqGS:META as a direct competitor to Amazon Web Services, Microsoft Azure, and Google Cloud. Meta aims to turn its heavy AI data center investment into a potential high margin revenue source. Meta Platforms enters this shift with its stock at $582.9 and a mixed recent record, up 5.9% over the past week but down 7.1% over the past month. Shares are also...

Microsoft has announced the launch of Microsoft Frontier Company with a planned investment of $2.5b. The new unit will embed 6,000 AI engineers and specialists directly with enterprise customers. The initiative aims to accelerate large scale AI adoption across industries in partnership with firms such as Accenture and KPMG. For investors tracking Microsoft, NasdaqGS:MSFT, this move represents a material expansion of its AI services effort rather than a routine product update. The stock last...

The new unit will start with $2.5 billion to help companies choose and use AI tools.

The new company will focus on integrating enterprise AI, offering tailored support and protecting client data and intellectual property.

New team will help businesses implement AI while reducing costs and shaping Microsoft's future products.

The new unit, called Microsoft Frontier Company, will send engineers into customer operations to build and run AI systems at scale

BlackBerry (TSX:BB) released major upgrades to its AtHoc mission orchestration platform, integrating with Microsoft Teams and Microsoft Entra ID. The update adds new dispatch controls and situational awareness tools for enterprise and government clients that rely on AtHoc for crisis management and critical communications. For investors tracking BlackBerry, this AtHoc update sits at the intersection of secure communications, critical event management, and cybersecurity software. By linking...

Genpact (NYSE:G) has launched an AI powered Deductions Recovery solution for consumer goods companies. The platform uses Microsoft Azure and specialized AI agents to automate deduction management and recovery processes. The offering is designed to address revenue leakage, compliance needs, and manual workload in trade deductions. Genpact is rolling out this solution at a time when its stock has seen sustained pressure, with the share price at $27.5 and down 40.1% year to date and 37.7% over...

Wayve’s offering is part of a growing trend of AI startups using employee tenders as a strategic tool to attract and retain talent.

Investing.com -- Anthropic said on Monday its Claude family of artificial intelligence models is now available in Microsoft Foundry on Azure, running on NVIDIA’s GB300 Blackwell Ultra GPU systems, marking the AI startup’s first deployment on NVIDIA hardware.

Qualcomm (NasdaqGS:QCOM) has outlined a broad AI data center plan that includes new partnerships with Meta and Microsoft. The company introduced its Dragonfly C1000 CPU and a new High Bandwidth Compute architecture for AI workloads. Qualcomm confirmed the acquisition of AI software company Modular to build an ecosystem that can compete with Nvidia’s CUDA. Qualcomm is best known for its smartphone processors, and the new AI data center push signals a wider focus on infrastructure and cloud...

Cloudflare, Inc. (NYSE:NET) is one of the best trending AI stocks to watch in 2026. Cloudflare, Inc. (NYSE:NET) announced on June 22 a new initiative with major Web browsers, including Google Chrome, Mozilla Firefox, and Microsoft Edge, focused on developing and submitting for “standardization a privacy-preserving protocol to help humans and bots prove that their […]

The chipmaker unveiled its Dragonfly portfolio at an investor day, targeting more than $15 billion in data center revenue by fiscal 2029