Apenas manchetes de alto sinal - eventos macro, resultados, M&A, regulatório. Listicles e clickbait de analistas filtrados por padrão. Atualizado a cada hora.
Kevin Warsh just told the market that the Fed has been blaming the wrong culprit for inflation for decades, and if he is right, the playbook for rate hikes, growth stocks, and the entire AI capital cycle changes with it.
History says SpaceX shareholders will lose money in the coming months.
Investing.com -- Networking is replacing raw computing power as the main constraint on artificial intelligence performance as AI systems grow larger and more complex, Citi analysts said following the second day of the Hot Chips conference.
The Fed chair signals his commitment to bringing down inflation, boosting the chance of a September rate hike.
The chipmaker beat on both lines Thursday, then watched its stock shed nearly 11% by Friday.
Asking for a Trend Host, Josh Lipton, tees up the key events investors should watch in the week ahead, starting Monday, August 31, with earnings from Dell (DELL), Palo Alto Networks (PANW), Lululemon (LULU), and Snowflake. (SNOW) On Wednesday, Broadcom's (AVGO) results will offer another read on the AI trade. Then on Friday, investors will get the August jobs report, with economists expecting the unemployment rate to hold steady at 4.1%
Asking for a Trend Host, Josh Lipton, tees up the key events investors should watch in the week ahead, starting Monday, August 31, with earnings from Dell (DELL), Palo Alto Networks (PANW), Lululemon (LULU), and Snowflake. (SNOW) On Wednesday, Broadcom's (AVGO) results will offer another read on the AI trade. Then on Friday, investors will get the August jobs report, with economists expecting the unemployment rate to hold steady at 4.1%
Moby summary of Hafnia Limited's Q2 2026 earnings call
Moby summary of Chagee Holdings Limited American Depositary Shares's Q2 2026 earnings call
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.
Shrinking margins are enough to raise the red flag for some investors.
Moby summary of BW LPG Limited's Q2 2026 earnings call
The biggest issue for the Fed is what effect AI will have on employment. In the past, new general purpose technologies like AI have always destroyed some jobs, but created more than what was lost.
Slatestone Wealth Chief Market Strategist Kenny Polcari, F.L. Putnam Investment Management Co. Chief Market Strategist and Portfolio Manager Ellen Hazen, and Prime Capital Financial Chief Investment Officer Will McGough join Yahoo Finance's Brooke DiPalma to discuss Nvidia's (NVDA) latest earnings report, concerns about circular financing, and whether it's the end of the Magnificent Seven's lackluster performance.
Futures wavered while Treasury yields rose before Fed chief Kevin Warsh's Jackson Hole speech. Marvell, Affirm, PayPal are big movers.
The chip giant stepped back from the AI Compute Partnership program last week, less than two months after announcing it in July
Nvidia has spent more than $2.5 million on federal lobbying this year, according to Bloomberg.
A drawdown this deep usually leaves a stock cheaper. This one mostly reveals how expensive the shares were at the peak.
Asian stocks mostly rose Friday ahead of a closely watched speech by Federal Reserve boss Kevin Warsh that investors will be parsing for clues about the outlook for interest rates amid elevated inflation and no sign of an end to the Middle East crisis. "Recent data have reduced the immediate need for tighter policy, giving Warsh room to re-establish the Fed's inflation-fighting message without signalling imminent action," he wrote.
By Stella Qiu SYDNEY, Aug 28 (Reuters) - Shares in Asia turned cautious on Friday after a Nvidia-fuelled technology rally, while currency and bond markets held their breath for the world's most
Marvell Technology (NASDAQ:MRVL) reported record fiscal second-quarter 2027 revenue of $2.739 billion, up 13% sequentially and 37% from a year earlier, as demand for data-center connectivity and custom silicon products continued to rise. Chairman and Chief Executive Officer Matt Murphy said revenue
Aug 27 (Reuters) - Nvidia has paused some deals in a new financing initiative that offered credit support to AI cloud companies in exchange for a share of revenue, the Wall Street Journal reported on
Nvidia broke out on earnings but didn't have coattails. Meanwhile several software stocks flashed buy signals on a trio of earnings. Fed chief Kevin Warsh's big speech looms.
By Jamie McGeever ORLANDO, Florida, Aug 27 (Reuters) - Another bumper earnings report and outlook from chipmaking giant Nvidia boosted tech stocks on Thursday, which was enough to lift the benchmark
Talk about an Nvidia bull!
The FTSE 100 index closed down 85.58 points, 0.8%, at 10,792.54.
The concern around Nvidia's latest turn as the central bank of AI is that alongside building coveted products, it's wielding financial power to rouse the customers, and the demand, to covet them
Nvidia is writing a check to fund a company that turns around and buys Nvidia chips, and Jensen Huang sees nothing circular about that arrangement. Whether Perplexity's explosive revenue growth justifies a $30 billion valuation depends on math that neither party fully controls.
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