Notícias

Apple's now-former CEO transformed his company's bottom line with this ongoing investment.

Nvidia stock could drop in September as investors fret about the sustainability of AI spending.

This biotech stock looks like a great candidate to buy on the admittedly steep dip.

Three AI infrastructure stocks -- Astera Labs, Credo Technology, and Vertiv -- are tackling the bottlenecks driving the AI boom and could offer million-dollar upside.

There's one Vanguard ETF that gets my top pick every time.

Fed Chair Warsh has escaped direct criticism from the president thus far -- but the Federal Open Market Committee (FOMC) hasn't been as lucky.

Space Exploration Technologies stock probably shouldn't be in your portfolio just yet.

Investors were enthused about recent performance and continued opportunity.

Cipher Digital, Marvell Technology, and Fortinet are riding multiyear tailwinds.

The neoclouds are taking on significant debt to finance their data center build-outs.

Nvidia insider selling hit $1.09 billion as director Mark Stevens filed to sell 5 million shares. NVDA still rose 3.21%.

During their recent earnings calls, big tech CEOs spoke extensively about the rising cost of memory.

You'd sink too if you effected a major reverse stock split.

The data center and networking specialist provided the clearest evidence yet that AI adoption is surging.

Vertiv is expanding beyond the building shell to help connect data centers to power more quickly.

It was a month full of good news for the company.

The stock is trading near the bottom of its 52-week range, but it has intriguing upside potential.

BorgWarner recently released its 2026 “Powering Tomorrow” Sustainability Report and received supportive analyst commentary on its earnings base and product portfolio, while Vice President Isabelle McKenzie sold 4,500 shares in August 2026 and retained 53,328 shares valued at about US$3.70 million. The company’s emphasis on emissions reduction, supplier engagement, and employee development, together with analysts highlighting its durable earnings profile, underlines how sustainability...

A $24 stock became an $89 stock. The next five years depend on three things.

The data analytics powerhouse has grown rapidly, but too much expected growth is already priced into its stock.

The cooler and drinkware specialist's second-quarter results looked strong at first glance.

Nvidia Corp. (NASDAQ:NVDA) accounts for roughly 8% of the S&P 500’s total market cap, a scale of dominance built almost entirely on the AI boom, leaving the chipmaker alone outweighing five of the index’s 11 sectors combined. Market Cap Now Exceeds Five Sectors Combined Nvidia’s market cap alone exceeds the combined value of the energy, utilities, real estate, consumer staples, and materials sectors, and is larger than every other sector except information technology, communication services, fin

Ford Motor recently named Dave Carroll as president of Ford Energy, succeeding retiring executive Lisa Drake, while also pushing to expand Ranger pickup truck sales for military use across NATO countries. This combination of leadership change in Ford’s energy unit and a broader push into defense-focused vehicle sales highlights how the company is broadening its business mix beyond traditional consumer autos and powertrains. Next, we will examine how Ford’s NATO-focused Ranger expansion could...

On Wednesday, Nvidia Corp (NASDAQ:NVDA) CEO Jensen Huang urged G20 leaders to embrace artificial intelligence infrastructure and adoption, warning that excessive fear or regulation could leave countries on the sidelines of the next major technological revolution. Jensen Huang’s ‘Single Worst Outcome’ Warning Speaking at the G20 Innovation Ministerial in Chapel Hill, North Carolina, Huang said countries should view AI infrastructure as essential to their economies, much like electricity, roads an

Sandisk, Micron, and Lumentum have been huge winners over the past year.

Alphabet stock fell on the news, but it might be better than you think.

The streaming giant didn't produce it and only had it exclusively for six hours. So, what did it get?

Caterpillar Inc. recently announced a collaboration with FieldAI to deploy physical AI, autonomy, robotics and NVIDIA-powered digital twins across complex jobsites and factories to improve safety, visibility and operational efficiency. This move highlights how traditional heavy equipment and engine suppliers are increasingly embedding AI-driven automation into their equipment and services to reshape industrial operations. Next, we’ll explore how Caterpillar’s push into AI-powered autonomy...

Dan Loeb’s Third Point exited its remaining Nvidia and Broadcom common-share positions during Q2, according to the firm’s August 14 Form 13F. The prior positions, approximately 190,000 Nvidia shares and 50,000 Broadcom shares, were eliminated by June 30. That makes for a striking AI-chip headline, but NVIDIA Corporation (NASDAQ:NVDA) and Broadcom Inc. (NASDAQ:AVGO) were small […]

Bridgewater Associates made opposite moves in two of AI’s most important bottlenecks during Q2, disclosed in its August 14 filing. The firm reduced its Nvidia position 18% to 3,866,195 shares while increasing Vistra 116% to 751,695 shares. That looks like a rotation from compute toward electricity, but a Form 13F cannot establish the intent behind […]