Apenas manchetes de alto sinal - eventos macro, resultados, M&A, regulatório. Listicles e clickbait de analistas filtrados por padrão. Atualizado a cada hora.
A Cramer lightning-round call just sent BlackBerry shares surging ahead of a quarterly report that could either validate the QNX software story or unwind the entire move in a single session.
A veteran tech analyst thinks Intel stock could gain seriously in two years if its foundry plan gets the right customers.
On September 3, a caller mentioned that they are unsure whether to buy, sell, or hold Intel Corporation (NASDAQ:INTC). In response, Mad Money host Jim Cramer said: Okay, now, let’s own this right up front. I got too excited about Intel because I knew it was going to have a good quarter. It had an […]
NVDA's Q2 revenues double as Data Center demand surges, while strong Q3 guidance and Vera Rubin adoption support its long-term AI growth case.
A day after rallying on the back of strong results from Nvidia, the AI trade is stumbling to close out the week.
Nvidia's Strong AI Demand Sends Intel, AMD and Broadcom Stocks Higher
The S&P 500 Index ($SPX ) (SPY ) is up by +0.59% today, the Dow Jones Industrial Average ($DOWI ) (DIA ) is up by +0.33%, and the Nasdaq 100 Index ($IUXX ) (QQQ ) is up by +1.03%. E-mini S&P futures (ESU26 ) are up +0.55%, and September E-mini...
The S&P 500 Index ($SPX ) (SPY ) is up by +0.39% today, the Dow Jones Industrial Average ($DOWI ) (DIA ) is up by +0.08%, and the Nasdaq 100 Index ($IUXX ) (QQQ ) is up by +0.84%. E-mini S&P futures (ESU26 ) are up +0.30%, and September E-mini...
Nasdaq 100 and S&P 500 futures jumped Thursday as AI-tied shares surged following a blowout earnings report from chipmaking giant Nvidia.
Nvidia—looking to beat analysts' already high expectations for the 15th quarter in a row—may be in league of its own in tech. But Wall Street sure isn't acting like it. The forward price to earnings ratio for shares of the world's most valuable company is dragging behind chip-makers and other large tech players, perhaps because of concerns about financing risks, long-term revenue generation, or expectations that are just too high.
NVDA awaits earnings near its 50-day EMA as Intel tests key technical support and SMCI remains range-bound between $35 and $40 resistance.
Chip stocks are selling off at twice the rate of broad tech ahead of NVIDIA's most consequential earnings report in years, and the name leading the group lower has nothing to do with NVIDIA at all.
NVDA heads toward its Q2 earnings release with revenues expected near $91 billion as AI, Data Center and Blackwell demand fuel growth prospects.
The chipmaker recently released its 13F holdings report, revealing a large stake in the space stock.
Most of that loss was paper. Still, today's premium price assumes profits that haven't arrived yet.
CBRS shares sink 12% after Q2 as muted Q3 growth and margin pressure overshadow surging revenues, while its $25.4B RPO supports long-term growth.
Cerebras is getting crushed after earnings while nearly every other AI chip and infrastructure name surges to fresh highs. What one company's bad day reveals about where this trade is actually headed matters more than the headline loss.
A blowout earnings report from deep inside the AI server supply chain sent shockwaves through the chip sector Wednesday, lifting three of the biggest names in logic silicon and raising the stakes for what could be an even bigger catalyst on the horizon.
The chipmaker announced a $15 billion secondary stock offering this week.
QuickLogic (NASDAQ:QUIK) reported second-quarter fiscal 2026 revenue of $5.5 million, up 48.7% from the prior-year period and 8.5% sequentially, as growth in new product revenue offset a smaller mature-product business. Management said a delayed extension of an existing customer contract pushed reve
(Bloomberg) -- CoreWeave Inc. shares have been on a roll lately after a monthslong slump. Now, the neocloud provider’s earnings after the close Tuesday can give investors a sense of whether the rally is sustainable. Most Read from BloombergChina Unleashes $28 Trillion Capital Markets to Challenge US in AINvidia Taps Wall Street for $500 Billion Funding CommitmentTrump Makes Sweeping New Demands on Iran as Deal Hopes DimStocks Churn as Hormuz Standoff Spurs Rally in Oil: Markets WrapIran Shakes U
AMD's post-earnings dip highlights near-term PC and gaming weakness, but surging Data Center demand and AI deployments support long-term growth prospects.
The Japanese investment giant posted a $2.2 billion quarterly profit, with a 1.3 trillion yen gain on Intel stock doing most of the heavy lifting
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