Notícias
Apenas manchetes de alto sinal - eventos macro, resultados, M&A, regulatório. Listicles e clickbait de analistas filtrados por padrão. Atualizado a cada hora.
As the bond market continues its long summer slump, Wall Street is adjusting its year-end market calls.
The streamer put $415 million into property and equipment in the first half of 2026 -- about 1% of what Alphabet spent in the second quarter alone.
SanDisk (SNDK) shares have surged from below $80 to over $1,650 over the past twelve months—a more than twentyfold run—and while they have given back about 13% over the past three months, they remain roughly 30% below their $2,354 peak. The argument against them is about a ceiling on margins. The number that complicates it is the share count.
One closely watched level could decide what happens next
Extraordinary margins magnify the earnings stakes if memory pricing loses momentum.
What goes down fast can go back up just as quickly when sentiment recovers.
Two finance podcast hosts just aired a live disagreement over where AI money flows next, and the stock they split on has already posted triple-digit revenue growth that most investors are pricing as if it will never repeat.
Chipmakers Nvidia Corp (NASDAQ:NVDA, XETRA:NVD), Micron Technology Inc (NASDAQ:MU) and Broadcom Inc (NASDAQ:AVGO, XETRA:1YD) fell on Monday as calls to slow artificial intelligence (AI) development raised concerns about future hardware spending. Dario Amodei, chief executive of AI developer...
Yahoo Finance Senior Markets Reporter Ines Ferre and DA Davidson Head of Technology Research Gil Luria break down the tech stock (XLK) pullback following calls to slow AI development, while highlighting the renewed strength in the cybersecurity sector.
Micron stock is falling on concerns that AI bosses will pull back on spending but worries could be overdone.
The company's upcoming earnings report could feature a strong guidance for the year ahead.
MU's manufacturing push targets rising AI memory demand, with new DRAM and HBM capacity planned as supply constraints support growth.
When the CEOs of Anthropic and OpenAI called for slower AI development over the weekend, memory stocks took the sharpest hit in the market Monday morning, and the reason behind that specific reaction reveals exactly how fragile the AI-infrastructure trade has become.
