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Apenas manchetes de alto sinal - eventos macro, resultados, M&A, regulatório. Listicles e clickbait de analistas filtrados por padrão. Atualizado a cada hora.

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A Look At Cerebras Systems (CBRS) Valuation As Price To Book Hits 108x On Mixed Momentum
Simply Wall St.127d agoneutral
A Look At Cerebras Systems (CBRS) Valuation As Price To Book Hits 108x On Mixed Momentum

Cerebras Systems (CBRS) continues to draw attention as an AI infrastructure company designing wafer scale chips for data center and supercomputer deployments, with its stock recently closing at US$290.69. See our latest analysis for Cerebras Systems. Recent trading has been choppy, with a 1 day share price return that declined 4.26% and a year to date share price return that is down 6.55%. This suggests momentum has cooled following earlier enthusiasm around AI infrastructure demand. If you...

Nvidia Gets Tepid Reaction to Forecast, Ups Investor Rewards
Bloomberg127d agoneutral
Nvidia Gets Tepid Reaction to Forecast, Ups Investor Rewards

(Bloomberg) -- Nvidia Corp., the world’s most valuable company, delivered a sales forecast that drew a lukewarm reaction from investors, even as revenue from data center operators continued to surge. Most Read from BloombergSpot the Difference: Putin Gets Trump Treatment From Xi in ChinaIran Threatens to Retaliate Beyond Middle East If US AttacksHasbro Cancels Dungeons & Dragons Game From ‘Star Wars’ VeteranUS Lawmakers Plan New $130 Fee for Electric Vehicle OwnersUS Treasuries Rebound on Optimi

Nvidia exceeds Q1 estimates alongside strong revenue outlook
Yahoo Finance Video127d agoneutralVIDEO
Nvidia exceeds Q1 estimates alongside strong revenue outlook

Nvidia (NVDA) released its first quarter results in Wednesday's after-hours session, outpacing adjusted earnings ($1.87 per share vs. Bloomberg estimates of $1.77) and revenue forecasts ($81.62 billion vs. estimates of $79.18 billion). Yahoo Finance Tech Editor Dan Howley analyzes the earnings print from the AI chip juggernaut, diving into Nvidia's second quarter guidance and its AI data center revenues.

How Nvidia Stock Can Hit $300 After Earnings
Barrons.com129d agoneutral
How Nvidia Stock Can Hit $300 After Earnings

Nvidia stock has lost some momentum recently, but analysts believe the chip maker can reassert its dominance in artificial-intelligence processors when fiscal first-quarter earnings arrive this week. D.A. Davidson analyst Gil Luria also raised his target price to $300, from $250.

Cerebras CEO Warns US Chip Manufacturing Catch-Up Could Take 15 Years
Benzinga129d agoneutral
Cerebras CEO Warns US Chip Manufacturing Catch-Up Could Take 15 Years

AI chipmaker Cerebras Systems Inc. CEO Andrew Feldman positioned the company's Nasdaq debut Thursday as a milestone in its long-term AI growth strategy after Cerebras priced its initial public offering at $185 per share, amid strong investor enthusiasm for artificial...