Notícias
Apenas manchetes de alto sinal - eventos macro, resultados, M&A, regulatório. Listicles e clickbait de analistas filtrados por padrão. Atualizado a cada hora.
Shares of Super Micro Computer (NASDAQ:SMCI) are up 4% to $32.48 in Monday morning trading, leading a broad bid across AI server names heading into the company’s fiscal Q4 2026 earnings report. Hewlett Packard Enterprise (NYSE:HPE) stock is climbing 4% to $55.20, and Dell Technologies (NYSE:DELL) shares are advancing 3% to $468.67. The action is ... Super Micro Rises 4% Ahead of Earnings; HPE Gains 4%, Dell Climbs 3% as AI Server Stocks Advance
Nvidia (NVDA) is expected to beat estimates and raise guidance on strong Vera Rubin demand and cloud
NuScale Power now has a market cap under $4 billion.
By no means does SpaceX's stock come cheap.
The stock is up just 8% this year and could prove to be an undervalued buy.
DraftKings just posted its worst margin quarter in years while simultaneously launching a business growing five times faster than its core sportsbook ever did. One of those stories is going to dominate the next 90 days, and the NFL season will decide which.
The memory specialist is priced as if the boom ends imminently. The industry's own construction schedules point years further out.
Walmart tends to perform well in both good economies and bad -- and its e-commerce business is growing briskly.
SpaceX posted strong momentum during the second quarter, but several questions loom.
The quarter set records and the outlook went up for a third time this year. The market erased about $2 billion of value anyway.
The conglomerate's 16% jump looks impressive until you see which line did most of the lifting.
The market is zooming in on SpaceX's high level of artificial intelligence-related spending.
Ark Invest just doubled down on Nvidia and TSMC stock, and the reason why is obvious.
The leading home improvement retailer made key strategic moves to position itself for the next housing upturn.
The tech mogul is the world's third-richest person.
The home improvement giant has significantly underperformed its bigger retail peer in the past five years.
Westinghouse is a hidden asset for Cameco.
Moby summary of PPL Corporation's Q2 2026 earnings call
Moby summary of Construction Partners, Inc.'s Q3 2026 earnings call
Moby summary of Essent Group Ltd.'s Q2 2026 earnings call
Moby summary of Oklo Inc.'s Q2 2026 earnings call
Moby summary of Century Casinos, Inc.'s Q2 2026 earnings call
Moby summary of Gray Media, Inc.'s Q2 2026 earnings call
Moby summary of Atmus Filtration Technologies Inc.'s Q2 2026 earnings call
Moby summary of Arko Corp.'s Q2 2026 earnings call
Moby summary of ACM Research, Inc.'s Q2 2026 earnings call
Is a stock down more than 80% in a year cheap, or just cheaper?
Nvidia is set to report second-quarter earnings on Aug. 26 after the market close, and the options market is pricing in an 8.8% move in either direction. The goal is to either have the put expire worthless and keep the premium, or to take assignment and acquire the stock below the current price. Importantly, anyone selling puts must understand that they may be assigned 100 shares at the strike price.