Notícias

Nvidia reported blowout fiscal Q2 results, but under the surface was the budding growth it's having with a major partner: SpaceX.

The Trump administration is weighing options for a new round of tariffs on semiconductors, according to POLITICO reporting. Morning Brief Host Jake Conley is joined by Yahoo Finance Senior Reporter Pras Subramanian and AInvest managing editor Adam Shapiro to discuss how the US may be holding itself back in the AI race with these trade policies.

Nvidia raised its forward guidance on Wednesday. Yet the company's still not counting on sales to the world's second largest economy.

Yahoo Finance's Josh Lipton takes a closer look at the top stories for investors to watch on Thursday, Aug. 26, including quarterly earnings results from Marvell (MRVL), Dollar General (DG), and Dollar Tree (DLTR). Meanwhile, the 2026 Jackson Hole Economic Policy Symposium kicks off, setting the stage for Federal Reserve Chair Kevin Warsh's upcoming Friday remarks.

Apple investors were just reminded of how challenging the bottom-line outlook for the iPhone maker is in the near term, thanks to surging memory chip prices.

Nvidia served up a key outlook.

Nvidia served up a key outlook.

Semiconductor ETFs rallied following Nvidia’s results, with SOXX and SMH both gaining in early morning trade.

With Nvidia earnings in the rearview mirror, the focus turns to the Fed's Jackson Hole gathering.

Asian stocks were mixed on Thursday following modest losses on Wall Street, while oil prices declined. U.S. futures were trading higher after Nvidia’s latest quarterly earnings beat Wall Street’s expectations as demand for its advanced artificial intelligence chips surged. In Japan, the Nikkei 225 slipped 0.2% to 66,162.72.

Past recessions offer an important lesson for long-term investors.

NVIDIA Corp (NVDA) reports record Q2 revenue of $96 billion, more than doubling year-over-year, while guiding to 70% growth for fiscal 2028 amid supply constraints and strong AI demand.

Asian chip firms rallied Thursday following more blockbuster earnings from Nvidia that eased worries over the AI investment boom, though the euphoria was tempered by US data showing stubbornly high inflation.Nvidia is considered the bellwether for the AI spending frenzy, with its results largely determined by mega purchases from AI giants such as OpenAI, Amazon, Microsoft and xAI. The firm has led an eye-watering rally by tech firms over the past year and in October became the first to hit a mar

Nvidia has made two bold promises to investors, setting expectations low as memory shortages constrain the company’s growth prospects.

Another Nvidia rival emerges, but Cramer is hardly convinced

Fed’s preferred inflation gauge (PCE) showed core prices rose 3.3% annually in July.

NVIDIA (NASDAQ:NVDA) reported record second-quarter results for fiscal 2027, with revenue more than doubling from a year earlier to $96 billion, as demand for artificial intelligence infrastructure continued to expand across hyperscalers, cloud providers, enterprises and sovereign customers. Chief

Nvidia made its fortune selling the AI boom — now it's helping finance the next chapter.

By Jamie McGeever ORLANDO, Florida, Aug 26 (Reuters) - The dollar and U.S.

Nvidia (NVDA) reported another strong earnings report on Wednesday after the closing bell. Adjusted earnings per share (EPS) came in at $2.22 (compared to analyst estimates of $2.09), and revenue came in at $96.2B billion (compared to analyst estimates of $92.38 billion). Yahoo Finance's Josh Lipton and Breaking Business News Reporter Jake Conley take a closer look at the breaking numbers.

It had some discouraging news to report from the C-Suite.

(Updates with index/price moves and geopolitical news from the first paragraph.) US equity indexe

Artificial intelligence developer Anthropic PBC has committed $45 billion to lease AI cloud computing infrastructure from London-based Nscale.

By Saeed Azhar, Purvi Agarwal and Niket Nishant NEW YORK, Aug 26 (Reuters) - Wall Street's main indexes closed nearly flat to slightly lower on Wednesday after a U.S. inflation reading came in hotter

IREN Limited (NASDAQ:IREN) stock is down 6% to $39.85 midday Wednesday, as traders trim exposure ahead of a busy earnings sequence for the AI hosting group. Meanwhile, Core Scientific (NASDAQ:CORZ) stock is down 4% to $17.40 in sympathy, marking a coordinated de-risk in two Bitcoin miners turned AI hosts. The Global X Data Center & […]

A senior bank executive running real AI deployments just told CNBC that three years of pilots still haven't become scaled infrastructure, and she named 2027 as the year that needs to change. Her warning lands the same night Nvidia reports earnings that Wall Street expects to beat.

Moby summary of Donaldson Company, Inc.'s Q4 2026 earnings call

Moby summary of Williams-Sonoma, Inc.'s Q2 2026 earnings call

SpotGamma's Brent Kochuba says one specific number explains why tonight's Nvidia earnings report will move far more than just one stock, and the S&P 500 options market is already showing the strain.

Kevin Warsh came in as the Fed chair Wall Street hoped would ease up on rates, but the latest inflation report is making that narrative extremely uncomfortable for the White House.