Quartz41d agobearish
Nvidia cuts OpenAI Ohio data center guarantee to $120 billionThe chipmaker revised its plan after investors raised concerns about its risk exposure tied to large financing commitments
Notícias
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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86● bearish (7d)
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Simply Wall St.41d agoneutral
AI Chips Today - Fort Technology Expands Amid Record Revenue and Strategic AcquisitionsRecent developments in the AI Chips sector highlight significant growth and strategic expansions. Fort Technology Inc., a subsidiary of Nexera Technologies, reported a record 49% increase in revenue and a 145% rise in gross profit for the first half of 2026. This growth is attributed to a substantial increase in units sold through the Amazon Marketplace and the expansion into new European markets. Additionally, Fort Technology is expanding its focus into data center solutions through the...
Motley Fool41d agoneutral
I've More Than Tripled My Stake in This Historically Cheap, High-Octane Dividend Stock That's Yielding 13.2%While things aren't picture-perfect for this supercharged dividend stock, its 26% discount to net asset value (NAV) is impossible to ignore.
MT Newswires41d agoneutral
Nvidia Likely to Post Strong Results But Investors to Focus More on Long-Term Growth Drivers, Morgan Stanley SaysNvidia (NVDA) is expected to post strong fiscal second-quarter results, but investors are likely to
Stocktwits41d agobullish
HIVE Stock Surges After $350M Nvidia AI Cloud Contract Puts $200M ARR Goal Within ReachThe contract calls for the deployment of 2,016 Nvidia Blackwell Ultra GPUs at HIVE's Bell AI Fabric facility in British Columbia.
24/7 Wall St.41d agoneutral
Elon Musk’s 5-Word Statement Should Have Every Micron Investor Paying AttentionWhen Elon Musk names the single constraint capping his AI ambitions on a live earnings call, every investor in the semiconductor supply chain should be listening closely to what he says next.
Motley Fool41d agoneutral
$10,000 in Oklo Stock at Its High Is Worth About $2,300 TodayThe nuclear start-up's stock is down about 77% from its 52-week high. Its operating record went the other direction.
InvestorsHub41d agobullish
Rothschild upgrades Apple to Buy as foldable iPhone and AI strategy drive optimismRothschild & Co Redburn has upgraded Apple (NASDAQ:AAPL) from Neutral to Buy and lifted its price target sharply to $400 from $260, citing the company’s expected entry into foldable smartphones alongside the potential evolution of its artificial intelligence strategy. Analysts led by Timm Schulze-Melander said Apple’s AI offering, Apple Intelligence, has so far fallen short of expectations, with the technology group relying on a customised version of Google’s Gemini model for capabilities includ
24/7 Wall St.41d agobullish
His Company Joined the S&P 500. His 401(k) Started Buying More of It Without Asking Him.When Reddit joined the S&P 500, index funds started buying shares on behalf of employees who never placed a trade. For workers already holding RSUs, ESPP shares, and a company paycheck, that quiet rebalancing can reveal a concentration problem big enough to reshape when they retire.
BeInCrypto41d agoneutral
Why the Copper Squeeze May Reward This Mining Stock More Than NvidiaCopper stocks are outrunning the metal as an AI-driven squeeze bites, and one miner leads the pack heading into the next leg.
Motley Fool41d agobullish
Where Will Workday Stock Be in 5 Years If Silver Lake Doesn't Buy It?A report of buyout talks gave the software maker its best day in a decade. The five-year case has to work without them.
Motley Fool41d agoneutral
Billionaire Stanley Druckenmiller Dumped Micron and Intel, and More Than 11X'd Duquesne Family Office's Stake in an AI PioneerDuquesne Family Office's billionaire boss made big moves in the artificial intelligence (AI) space during the second quarter.
Motley Fool41d agobullish
Salesforce Borrowed $25 Billion to Buy Its Own Stock and Cut Its Cash Flow Growth Guidance in HalfThe software giant retired a tenth of its share count in a single stroke. The bill shows up in fiscal 2027 cash flow.
Simply Wall St.41d agoneutral
Nebius Group (NBIS) Emerges As A Key Bidder In Decart AI TalksNebius Group (NasdaqGS: NBIS) has emerged as a key bidder in the Decart AI acquisition talks, competing with large technology companies including Amazon, NVIDIA, and SpaceX. The potential multibillion dollar deal would mark a significant move by Nebius Group to expand its AI capabilities through major M&A. Decart AI only recently secured substantial funding, which places added attention on how a sale could influence Nebius Group’s future positioning in AI. Readers who want more ideas around...
Motley Fool41d agoneutral
Wall Street Says the Stock Market's Return Will Crush the Long-Term Average in the Next YearThe S&P 500 returned 9.5% annually over the past two decades. Wall Street expects much bigger gains in the next year.
Motley Fool41d agoneutral
Fed Chair Kevin Warsh's Job Just Got Much Easier. Here's What's Likely Next for the Stock Market As a Result.The pressure for a rate hike has subsided -- but maybe only temporarily.
Zacks41d agoneutral
EMCOR and Thor Industries have been highlighted as Zacks Bull and Bear of the DayEMCOR's AI-driven growth, strong Q2 beat and raised outlook contrast sharply with Thor Industries' RV market headwinds.
Motley Fool41d agoneutral
One of the Biggest Chip ETFs Has Averaged 14% a Year Since 2001 and Just Made 118% in Twelve MonthsThe semiconductor fund compressed about six years of its normal return into one. Its own history has seen only two runs anything like it.
Motley Fool41d agoneutral
Headline Inflation Is Easing, but Trumpflation Isn't -- and That's a Recipe for Disaster on Wall StreetThe longer Trumpflation remains unchecked, the bigger the consequences for Wall Street.
MT Newswires41d agoneutral
Market Chatter: Nvidia, OpenAI Close in on Deal for Ohio Data CenterNvidia (NVDA) and OpenAI are closing in on a deal to finance a data center in Ohio, but have reworke
Motley Fool41d agoneutral
Warren Buffett and Greg Abel Just Bought 8 Stocks. Here's the Best of the Bunch.Berkshire Hathaway is putting its massive cash stockpile to good use.
MT Newswires41d agoneutral
Market Chatter: Nvidia Discussing $3 Billion Investment SB Energy's OpenAI Ohio Data CenterNvidia (NVDA) is taking part in discussions to invest up to $3 billion in SB Energy, a Softbank-back
Motley Fool41d agoneutral
Where Palantir Stock Lands in 5 Years Comes Down to One NumberThe AI software maker is worth $418 billion after growing revenue 93% last quarter. Whether the stock beats the market from here hinges on a single growth rate.
Motley Fool41d agoneutral
Alphabet's Reported $112 Billion Profit Included a $94 Billion Paper Gain From SpaceX. Here's What the Company Actually Earned.During the second quarter, Alphabet reported 300% growth in net income.
Motley Fool41d agoneutral
3 Nuclear Stocks With Real Revenue vs. 3 That Are Still Pre-Revenue. Here's Where the Money Actually Is.Nuclear is booming, and the smartest money may be flowing to the companies already selling the power, equipment, and fuel.
Motley Fool41d agoneutral
3 Critical Things Investors Overlooked in Rivian's Strong Q2Rivian topped Wall Street estimates in the second quarter, but there were several positive developments.