Micron revenue jumped to $41.46 billion last quarter from $9.3 billion a year earlier.
Notícias
Apenas manchetes de alto sinal - eventos macro, resultados, M&A, regulatório. Listicles e clickbait de analistas filtrados por padrão. Atualizado a cada hora.
Persistent issuance--not default anxiety--is widening financing costs around the data-center expansion cycle.

Anthropic is becoming a central driver of Broadcom’s AI growth story.

SB Energy’s planned public listing is turning into a stress test for the financing side of the AI buildout. The SoftBank-backed developer has slowed preparations for an IPO that had been discussed around a $50 billion valuation, according to a September 22 Financial Times report, while a $4.9 billion debt package has faced weak demand […]

Medicare coverage opens the obesity pill market to millions more Americans.
His nationalization argument distinguishes frontier laboratories, but Palantir discloses AI liability of its own.

The Federal Reserve just lifted interest rates again, putting more pressure on debt-heavy sectors while capital keeps flowing toward artificial intelligence. That split matters. Cash hungry software ideas can struggle when money costs more, but the physical backbone of AI, from specialized power to high density data centers, can still capture real spending. This article highlights three infrastructure stocks linked to AI that fit that theme. The companies below are just a starting sample of...
Higher-for-longer rates are reshaping bullion's investment case

Rocket Lab Corporation (RKLB) closed the most recent trading day at $71.98, moving +2.99% from the previous trading session.

Superior Group (SGC) closed the most recent trading day at $12.62, moving +2.27% from the previous trading session.

TXO Partners LP (TXO) reached $14.25 at the closing of the latest trading day, reflecting a -1.04% change compared to its last close.

The latest trading day saw Onto Innovation (ONTO) settling at $283.81, representing a +2.84% change from its previous close.

Crescent Energy (CRGY) closed at $13.01 in the latest trading session, marking a -1.89% move from the prior day.

AST SpaceMobile, Inc. (ASTS) concluded the recent trading session at $63.69, signifying a +2.91% move from its prior day's close.

KLA (KLAC) reached $188.32 at the closing of the latest trading day, reflecting a +2.36% change compared to its last close.

Kinsale Capital Group, Inc. (KNSL) reached $351.83 at the closing of the latest trading day, reflecting a -1.78% change compared to its last close.

Kyndryl Holdings, Inc. (KD) closed at $12.06 in the latest trading session, marking a -1.15% move from the prior day.

Halliburton (HAL) closed the most recent trading day at $32.85, moving 1.62% from the previous trading session.

VGT promises tech exposure, but a classification rule buried in the index methodology quietly excludes three of the biggest names most investors assume they are buying. Knowing which ones changes how your whole portfolio actually fits together.

Honeywell International Inc. (HON) closed the most recent trading day at $211.85, moving +2.6% from the previous trading session.

In the closing of the recent trading day, APA (APA) stood at $42.3, denoting a -3.45% move from the preceding trading day.

In the closing of the recent trading day, Axcelis Technologies (ACLS) stood at $115.74, denoting a +2.29% move from the preceding trading day.

Alibaba used its September 22 developer conference to show how quickly China’s AI stack is filling the holes left by restricted access to U.S. chips. The company unveiled the Zhenwu V900 accelerator, which it says delivers roughly three times the performance of its predecessor and is scheduled for mass production in early 2027. Alibaba Group […]

IREN has been on a remarkable run, and the question many readers now face is whether the current share price is properly grounded in the sales the business is generating. After such a strong move, the issue is less about headlines and more about what the revenue base can realistically support. Over the past 3 years the stock has returned very roughly 13x, which puts a lot of weight on whether its current valuation can be explained by its sales profile. Recent bullish commentary around IREN's...

In September 2026, Intercontinental Exchange, Inc. launched a new reference data service for private credit instruments, building on its ICE IDs identifiers and using its global reference data infrastructure to extract and deliver standardized private credit data across the full asset lifecycle. Apollo, as anchor originator, has contributed deal-level information on over 5,000 transactions and ICE IDs covering more than US$1.30 billions in notional data, underscoring how ICE Private Credit...

Earlier this month, TP-Link Systems Inc. announced a partnership with Home Depot Inc. to offer four exclusive Tapo smart home security camera bundles across 500 US stores and online, with each package including a complimentary 32GB microSD card, mounting accessories, and access to local AI features via the Tapo app without extra subscriptions. The collaboration broadens Home Depot’s connected home assortment with AI-enabled, indoor and outdoor security solutions at accessible price points,...

Amprius Technologies (AMPX) has drawn fresh attention after recent trading left the shares at US$9.98, with short term moves up over the past week but down over the past month and over the past 3 months. For context, Amprius Technologies has seen strong short term momentum, with a 1 day share price return of 3.85% and a 7 day gain of 8.95%. However, this sits against a weaker 90 day share price return that is down 20.29% and a 1 year total shareholder return that is down 14.63%, even after a...

Symbotic has delivered very strong long term gains for shareholders, yet the current US$43.96 share price still comes back to a simple issue: whether the cash the business can generate justifies where the stock trades today. The stock is up 348.6% over 5 years, which puts a lot of weight on the question of how much future cash flow the business can realistically support. Symbotic’s model of automating warehouse operations can influence both how quickly revenue converts into cash and how much...
Microsoft Stock Gets a Bold $570 Price Target as AI Growth Stays on Track
The expansion brings Airbnb closer to travelers' full trip spending