Apenas manchetes de alto sinal - eventos macro, resultados, M&A, regulatório. Listicles e clickbait de analistas filtrados por padrão. Atualizado a cada hora.
SpaceX could retain all AI revenue generated through Cursor and Grok or capture around 50% when selling computing capacity to outside customers.
The battery specialist is helping the grid make better use of solar power.
Stock buybacks among P&C insurers could be coming just in time to help support earnings.
It posted another strong earnings report last month.
Figma overcame a post-earnings sell-off thanks to strong reports from its peers.
Deepwater Management’s Gene Munster said Monday that the power sector is shaping up to be the next major investment opportunity in AI infrastructure, comparing the current moment to Nvidia Corp.‘s breakout in 2023, after Elon Musk said natural gas will...
The demand sounds enormous. A walkout could cost the memory maker far more.
The coding platform is making it safer for people to build software alongside AI agents.
Sen. Ted Cruz (R-Texas) warned that China is allegedly using a massive network of online bot farms to manipulate Americans into opposing U.S. data centers and weaken the country’s position in artificial intelligence. Cruz Warns of Chinese AI Influence On...
Super Micro Computer (NasdaqGS:SMCI) announced a new partnership with Cisco to supply high density liquid and air cooled compute systems for AI infrastructure. The company’s systems will be integrated into Cisco’s Secure AI Factory architecture, which uses NVIDIA technologies for enterprise, neocloud and sovereign cloud customers. The collaboration broadens Super Micro Computer’s access to rack scale and dense GPU systems that are validated for Cisco’s AI offerings. Consider broadening your...
The company was considered an AI loser, but is mounting a comeback for shareholders.
Nvidia just made its biggest direct bet outside the U.S., and MediaTek is the reason why.
Billionaire entrepreneur addresses the recent rotation of “hot money” in the market.
Markets bounced back on Wednesday following a three-day losing streak, as they shook off rising yields and higher oil prices. The Nasdaq Composite and the S&P 500 both gained 0.5%. Wednesday’s rebound doesn’t have any real “fundamental justification,” says José Torres, senior economist at Interactive Brokers.
A negative jobs report was positive for precious metals prices.
An analyst took a pair of scissors to his price target.
Broadcom's Q3 2026 revenue jumped 86% to $29.6 billion and adjusted EPS hit $3.32, both above Wall Street's targets, as AI chip sales more than tripled to $16.7 billion.
At a stroke, the company has drafted four top experts in precious metals mining.
Broadcom (NASDAQ:AVGO) reported record third-quarter fiscal 2026 revenue, operating income and free cash flow, driven by sharply higher demand for artificial intelligence semiconductors and custom AI accelerators. Revenue rose 86% year over year to $29.6 billion, while operating income increased 92
A brand best known for memory cards now gets its fastest growth from data centers -- and increasingly under multiyear contracts.
Investing.com -- UK-based neocloud provider Nscale is informing prospective investors that its total contracted revenue has expanded to approximately $103 billion, bolstered by a landmark $45 billion computing deal with Anthropic, according to investor materials reviewed by The Information. The Nvidia-backed infrastructure firm could launch an initial public offering as soon as this month, utilizing the massive backlog to demonstrate sustained enterprise demand for specialized artificial intelli
Oppenheimer raised its SpaceX target to $280 from $250 as stronger AI usage and compute economics lifted its long-term revenue outlook.
SB Energy's IPO filing exposes enormous contracted demand, no operating data centers and heavy OpenAI dependence.
Argan (NYSE:AGX) reported record second-quarter results for fiscal 2027, with revenue, net income and adjusted EBITDA rising sharply as activity increased across its power, industrial and Teledata segments. For the quarter ended July 31, 2026, revenue increased 62% year over year to $384 million. N
Nvidia’s less famous telecom investment had more than doubled on paper by midyear. In October 2025, NVIDIA Corporation (NASDAQ:NVDA) agreed to invest $1 billion in Nokia at $6.01 per share. Nvidia’s Q2 13F valued the stake at about $2.2 billion as of June 30. The marked gain is impressive, but the strategic prize is larger: […]
A federal government agency granted refining exemptions that will help the company.
Today, Sept. 2, 2026, major indexes snapped losing streaks amid Iran-U.S. hostilities and rising Treasury yields pressuring tech valuations.
For 2026 Q3, the expectation is that total S&P 500 earnings will increase +23.0% from the same period last year on +11.1% higher revenues, with 14 of the 16 Zacks expected to enjoy positive earnings growth and 6 sectors producing double-digit growth.
Micron is a popular holding in the portfolios of billionaire investors.
Moby summary of Sprinklr, Inc.'s Q2 2027 earnings call
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