Apenas manchetes de alto sinal - eventos macro, resultados, M&A, regulatório. Listicles e clickbait de analistas filtrados por padrão. Atualizado a cada hora.
Investing.com -- Morgan Stanley said in a note Wednesday that the rise of consumer AI agents such as Meta's Muse could benefit communications and software vendors long seen as vulnerable to automation, rather than threaten them.
The executive sold shares after the stock fell 16% over the past year.
BB's Alloy Kore lands its first design win with Coretura, strengthening QNX's role in software-defined commercial vehicles.
Nvidia is extending its influence beyond GPUs into the electrical and cooling equipment that determines whether an AI data center can actually run. On September 21, the company introduced its DSX Ready program and named Tesla, Inc. (NASDAQ:TSLA) among qualified battery-energy-storage suppliers and Vertiv Holdings Co (NYSE:VRT) among qualified cooling suppliers. NVIDIA Corporation (NASDAQ:NVDA) is […]
Patent cliffs have buried lesser pharma dividends, yet these four Big Pharma giants keep raising payouts despite losing blockbuster exclusivities worth billions. Find out which one has held its streak for 64 straight years and whether the 6% yielder is a trap or a genuine opportunity.
Micron Technology (MU) has returned about 575% over the past twelve months, against 17% for the S&P 500. The past three months added about 4%, so the run has flattened. At a price near $1,100, you would be buying the record profit that boom produced, and contracts that will cap the price of much of Micron's memory once its planned deals are signed.
Nvidia just posted triple-digit revenue growth and Jensen Huang says the company can only fulfill 70% of demand, yet the stock still trades well below where the math points. Three converging forces suggest the gap between current price and fair value may close faster than most investors expect.
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After admitting it was slow to innovate the popular snack, Campbell’s has been actively bringing the offering into new categories.
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