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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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Why NVIDIA (NVDA) Is Turning Its AI Hardware Lead Into an Infrastructure Moat
Insider Monkey138d agoneutral
Why NVIDIA (NVDA) Is Turning Its AI Hardware Lead Into an Infrastructure Moat

NVIDIA Corporation (NASDAQ:NVDA) is one of the best stocks to buy with wide moats. The latest moat-relevant update came on May 7, 2026, when NVIDIA Corporation (NASDAQ:NVDA) and IREN announced a strategic partnership to accelerate the deployment of up to 5 gigawatts of NVIDIA DSX-aligned AI infrastructure across IREN’s global data-center pipeline. The companies said […]

Goldman Sachs resets Nvidia stock forecast ahead of earnings
TheStreet138d agoneutral
Goldman Sachs resets Nvidia stock forecast ahead of earnings

Nvidia (NVDA) is a semiconductor giant and artificial intelligence king. It makes GPUs, CPUs, AI inference accelerators, and networking solutions (which are becoming increasingly more important). The company divides its revenue sources into five end markets: Data Center, Gaming, Professional ...

Iren (IREN) Q3 2026 Earnings Call Transcript
Motley Fool139d agoneutral
Iren (IREN) Q3 2026 Earnings Call Transcript

Power infrastructure, land, data centers—these take years to permit, finance, and build. This quarter, we demonstrated what disciplined execution against it looks like at a global scale. In AI infrastructure, secured power is only valuable if it can be converted into customer-ready compute.

IREN’s Nostrum Deal Expands European Power Pipeline And AI Ambitions
Simply Wall St.139d agoneutral
IREN’s Nostrum Deal Expands European Power Pipeline And AI Ambitions

IREN (NasdaqGS:IREN) has agreed to acquire Spain based data center developer Nostrum Group. The deal marks IREN's first entry into Europe and adds nearly 500MW to its secured power and development pipeline. Nostrum Group brings on the ground development teams in Spain to support IREN's expansion plans. IREN has been known primarily as a Bitcoin miner, and more recently for its push into AI infrastructure through deals such as the Mirantis partnership, Sweetwater 1 energization, and work...

Nvidia's IREN investment, Wendy's & Rocket Labs earnings beat
Yahoo Finance Video139d agobullishVIDEO
Nvidia's IREN investment, Wendy's & Rocket Labs earnings beat

Market Catalysts host Julie Hyman takes a look at some of Friday's trending tickers and stories. CoreWeave (CRWV) stock is sinking after the company issued weak revenue guidance. IREN (IREN) stock is surging on news that Nvidia (NVDA) is investing up to $2.1 billion in the company. Rocket Labs (RKLB) stock is skyrocketing on the company's strong quarterly sales numbers. Wendy's (WEN) stock is on the rise after the company beat Wall Street's earnings estimates.

IREN Jumps 7% on $3.4 Billion NVIDIA AI Cloud Deal, $2.1 Billion Share Investment Option
24/7 Wall St.140d agobullish
IREN Jumps 7% on $3.4 Billion NVIDIA AI Cloud Deal, $2.1 Billion Share Investment Option

Shares of IREN Limited (NASDAQ:IREN) are climbing Friday, extending a powerful run after the company unveiled a transformational partnership with NVIDIA (NASDAQ:NVDA). IREN stock changed hands near $61, building on a 5% opening pop. The reaction follows an 8-K filed May 7 at 9:05 p.m. ET detailing a $3.4 billion AI Cloud contract alongside a five-year ... IREN Jumps 7% on $3.4 Billion NVIDIA AI Cloud Deal, $2.1 Billion Share Investment Option