Notícias

Most of the time, when something seems too good to be true, it is. This isn't one of those times. But there's still a "but."

Marvell Technology's (MRVL) fiscal third-quarter gross margin outlook came in a bit soft amid a high

The world's top cryptocurrency could soar more than 400% over the next four years.

NuScale Power could soon sign a deal that sends the SMR industry buzzing.

Microsoft just posted one of the strongest months in mega-cap tech, but the timing raises a question that cuts both ways for shareholders sitting on fresh gains.

The iShares Bitcoin Trust ETF and friends are packing on assets again, and that may be a bullish signal for Bitcoin.

Western Digital has surged 168% this year while peers in flash and DRAM keep climbing, yet WDC stock just shed 13% without a single company-specific headline to explain it. Something inside the storage market is shifting, and the answer changes whether this dip is a gift or a warning.

Broadcom's stronger AI diversification and lower valuation give it an edge over AMD in risk-reward potential.

The stock market has recovered from the biggest crashes. Crises end, but the world keeps going.

Jim Cramer recently discussed finding defensive opportunities in large-cap stocks offering high dividend yields and relief from cheaper oil prices. During the August 26 episode of Mad Money, pointing to PepsiCo, Inc. (NASDAQ:PEP), he noted that management highlighted convenience store headwinds tied to high gasoline prices during recent earnings discussions. He commented: Maybe it’s worth […]

AST SpaceMobile stock sank 15.5% this week as Fed Chair Kevin Warsh signaled inflation is now the central bank's top priority, raising the odds of a rate hike.

Leopold Aschenbrenner got caught when the tide went out, but that doesn't mean his stock picks were bad.

NVIDIA Corporation (NASDAQ:NVDA) may be about to pay $12.9 billion for a company generating about $150 million in annualized revenue. On August 27, Reuters reported that Nvidia had agreed to acquire Hugging Face, citing The Information. The arithmetic is obscene at roughly 86 times sales. Neither company had publicly announced the deal when Reuters published […]

Shrinking margins are enough to raise the red flag for some investors.

Artificial intelligence is dramatically increasing the need for cybersecurity solutions. On Thursday, August 27, CrowdStrike (NASDAQ:CRWD) shares rose 20%, posting their best day ever, while Okta (NASDAQ:OKTA) rose 29-30%. Both companies beat earnings expectations and raised guidance, and both have more than doubled in 2026. CNBC reporter MacKenzie Sigalos summarized the setup: “CrowdStrike and Okta […]

Jim Cramer spent Tuesday questioning Nvidia's biggest strategic moves, then reversed course Wednesday with one of his most bullish calls in years. Here is what changed his mind.

CNBC reported on August 18, 2026, that NVIDIA Corporation (NASDAQ:NVDA) agreed within the same week to a $500 billion financing pact with major Wall Street firms and up to $105 billion in support for an OpenAI data center in Ohio as rivals AMD and Google chip away at its once-dominant technology lead. Why This Matters […]

Will Sandisk's plans to return capital to shareholders improve the value of holding the stock?

SpaceX just filed a complaint at the FCC that ties regulatory pressure directly into Rocket Lab's share price through a deal structure few investors have fully mapped out.

Amazon is surging 4% on a massive GPU expansion deal with the very chip supplier that is simultaneously sinking 4% on the same news. The split tells a story about where Wall Street thinks AI infrastructure profits are really going.

Wednesday's earnings must prove custom-chip agreements can become current revenue without sacrificing Broadcom's exceptional cash conversion.

“Big Short” investor Steve Eisman warned on CNBC’s “Fast Money” on August 13 that OpenAI and Anthropic account for roughly 70% of AI-related revenue at Microsoft, Amazon, Google, and Oracle, and as much as 25% to 35% of those companies’ cloud revenue. “The futures of these massive companies, in a sense, are a bet that […]

Nvidia Shares Dip as Chipmaker Pauses AI Cloud Financing Deals

One of the world's most successful companies is going through a leadership change at an inopportune time of year.

Moby summary of BW LPG Limited's Q2 2026 earnings call

Wall Street is looking to Broadcom for the next signal on whether AI spending can keep accelerating.

The memory-chip giant is expanding research as AI demand reshapes the semiconductor industry.

The Trump administration is negotiating for a direct ownership stake in Venezuelan oil fields, and the reason has less to do with geopolitics than with what is quietly pushing diesel toward record highs at the pump.

The Federal Reserve has a problem that won’t be solved by simply waiting. Inflation remains well above the central bank’s 2% target, while several forces pushing prices higher are still in place. The Bureau of Economic Analysis reported July PCE inflation at 3.7%, with core PCE at 3.3%. Meanwhile, the Bureau of Labor Statistics said […]

On August 20, 2026, Micron Technology, Inc. (NASDAQ:MU) CEO Sanjay Mehrotra said artificial intelligence has fundamentally altered the memory industry’s historically volatile boom-and-bust cycle, telling CNBC’s “Mad Money” that “today there is no AI without memory.” Mehrotra said data-center customers currently want roughly 50% more supply than Micron can commit to delivering. The firm has […]