Uh oh. Mizuho just started cutting estimates on Sandisk.
Notícias
Apenas manchetes de alto sinal - eventos macro, resultados, M&A, regulatório. Listicles e clickbait de analistas filtrados por padrão. Atualizado a cada hora.

Warren Buffett, Bill Ackman, and Stanley Druckenmiller all rotated into the same stock last quarter, but the bear case raises a concern most investors are overlooking before they follow suit.

Walmart just beat earnings and raised guidance, then watched its stock sink while every peer in the sector rallied. One Wall Street analyst sees that reaction as the setup for a massive rebound most investors are too spooked to consider.

These two data storage device specialists are similar companies, but there are a few key differences.

Moby summary of The Marzetti Company's Q4 2026 earnings call
Another bullish call on Nvidia rival AMD.

There's growing optimism that the company will report strong Q2 2027 financial results this week.

Retail brokers are catching a strong bid at midday Tuesday even as the underlying crypto tape barely budges. Robinhood Markets (NASDAQ:HOOD) stock is up 7% to $110.97, while Webull (NASDAQ:BULL) stock is climbing 4% to $8.86. The trigger sits with Webull CEO Anthony Denier, who told CNBC that retail buy orders for the largest cryptocurrencies ... Robinhood Rises 7%, Webull Climbs 4% as a Day Trading Rule Repeal Ignites Retail Crypto Orders

You have no idea when or where the next record high is going to be made. You only know that it eventually will be.

D.A. Davidson Head of Technology Research Gil Luria talks with Yahoo Finance Senior Reporter Brooke DiPalma about how traders should approach Nvidia (NVDA) ahead of its latest earnings report after enduring its longest losing streak since 2022.

D.A. Davidson Head of Technology Research Gil Luria talks with Yahoo Finance Senior Reporter Brooke DiPalma about how traders should approach Nvidia (NVDA) ahead of its latest earnings report after enduring its longest losing streak since 2022.

Walmart just slid 6.64% in a week despite beating earnings estimates, and the math on that pullback looks very different depending on whether you buy now or wait for a number closer to $94.

Johnson and Johnson has surged over 54% in a year, cleared a major FDA hurdle, and raised its guidance, yet something about the current setup gives pause before hitting buy.

Nuclear stocks are surging while the broad market barely stirs, but the announcements driving the move tell a very different story than the price action suggests.

Bitcoin briefly cracked $80,000 for the first time in months, sending crypto mining stocks surging well past the broader digital infrastructure pack, but not every miner is rallying for the same reason.

The high-profile investor believes the company is crushing it in two key areas of its business.

The AI giant's management team isn't rushing to go public.

Critical Metals is surging nearly 20% while its rare earth peers sit flat or slide lower, and no company announcement explains the gap. One unverified catalyst keeps surfacing in trader circles, and it has nothing to do with the ground under Greenland.

Elon Musk is doing what he always does: making aggressive capex moves and pushing up timelines. SpaceX on Tuesday announced Starbase, Louisiana, a "high cadence" launch site that will eventually support "thousands" of Starship launches a year.

Sam Altman says AI adoption is stuck in a palm pilot era while Jensen Huang calls demand parabolic, and both executives might be telling the truth at the same time. Understanding why that tension exists has real consequences for where the money actually flows.

SoundHound AI stock could recover nicely by 2030, driven by the company's solid growth and the opportunity in the conversational AI market.

Advanced Micro Devices received a bullish vote of confidence as Raymond James upgraded AMD stock to strong buy from outperform.

Nvidia reports earnings on August 26 with Jensen Huang promising $91 billion in revenue, yet the stock keeps stalling and insiders are selling. Something has to give, and the answer determines whether NVDA breaks toward $325 or stalls out entirely.
Canadian Solar has shed nearly 40% this year and sits far below its 52-week high, but a surprise analyst upgrade and a pair of upcoming U.S. factory launches are reshaping the bull case heading into the company's August earnings call.

SpaceX (SPCX) launched 29 Starlink satellites this week. CEO Elon Musk also noted that the company's first Nvidia-powered (NVDA) orbital data center could launch in the fourth quarter of 2027. Yahoo Finance Breaking Business News Reporter Jake Conley chats with Yahoo Finance Senior Autos Reporter Pras Subramanian and Business Insider executive editor and anchor Dan DeFrancesco about what's next for the company.
Tech stocks reversed Monday's losses, buoyed by falling oil prices and Treasury yields.

Nvidia (NVDA) is due to report its second quarter earnings after the closing bell on Wednesday, August 26. The AI chipmaker's stock has been on a seven-day losing streak, leaving investors to wonder which direction these results could push the stock. Yahoo Finance Markets and Data Editor Jared Blikre and StockBrokers.com director of investor research Jessica Inskip examine how Nvidia shares are performing compared to the broader semiconductor space.

Oklo has the makings of a great AI story. Can it become a classic?
