Notícias

Here are Cathie Wood’s latest moves.

Nvidia’s AI empire helped deliver $96 billion in revenue over three months.

Everpure just served up a strong beat-and-raise quarter, but its stock still lost ground.

As the AI trade shifts into its next stage, winners and losers are likely to be increasingly segmented, strategists say.

Apple's supply chain move could protect margins before the next tariff shock.

A roiling bond market hits jobs week — but the quarter's earnings season isn't done yet.

For the last few years, Wall Street has obsessed over Nvidia's revenue concentration from artificial intelligence (AI) hyperscalers.

The suit represented an uncertainty for the company and shareholders.

The stock market truly transfers money from the impatient to the patient.

Investing.com -- Artificial intelligence is creating a growing memory bottleneck, with Bernstein analysts saying demand is spreading beyond high-bandwidth memory into conventional DRAM, NAND flash and storage.

A slowdown in AI model development won't fix OpenAI's financial woes.

Nvidia faces potential new costs for its AI chips and data-center infrastructure.

Eisman warned that OpenAI’s failure could cause a major market correction and push the U.S. economy into recession.

A federal court just ruled the Pentagon's retaliation against an AI supplier illegal, and the fallout lands squarely on one of Palantir's most critical defense programs before a make-or-break September deadline.

Next-generation nuclear reactors need fuel, and Standard Nuclear is one of the companies that provides it.

Cloudflare just cleared the government's highest civilian security bar, giving it access to contracts it was previously locked out of entirely. Whether that clearance turns into the kind of compounding federal revenue Palantir built depends on a template that has worked exactly once so far.

The long-running dispute between OpenAI CEO Sam Altman and Elon Musk has simmered for years, rooted in Musk’s exit from the AI lab he co-founded and his subsequent legal and public challenges over its direction. That rivalry just moved from boardroom barbs to operational consequences. On Friday, OpenAI cut off model access for Cursor after […]

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.

One bold Wall Street call resets Nvidia’s upside potential

History says SpaceX shareholders will lose money in the coming months.

Prices have hardly budged where it counts for consumers, courtesy of Trump’s tariffs and the Iran war.

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

Microsoft and other titans lifted the major indexes for the week, masking declines for small caps and many sectors as yields jump.

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.