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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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IBM Landed A $240M AI Deal. Is That Enough?
Insider Monkey46d agoneutral
IBM Landed A $240M AI Deal. Is That Enough?

IBM (NYSE:IBM) just signed a $240 million deal with Together AI to build an Nvidia (NASDAQ:NVDA)-powered AI inference cluster on IBM Cloud, announced August 11. Together AI’s chief revenue officer Kai Mak says demand is so strong the cluster will sell out two to three months before it even goes live. That kind of confidence […]

Nvidia (NVDA) Stock Trades Down, Here Is Why
StockStory46d agoneutral
Nvidia (NVDA) Stock Trades Down, Here Is Why

Shares of leading designer of graphics chips Nvidia (NASDAQ:NVDA) fell 2.1% in the afternoon session after investors grew concerned about a massive $500 billion financing plan for AI infrastructure and rising competition from major customers.

Bank of America sends blunt message to Nvidia stock investors
TheStreet46d agoneutral
Bank of America sends blunt message to Nvidia stock investors

Every few quarters, the debate around Nvidia moves. For a while, it was about whether AI demand was real. Then it was about whether margins could hold. Now, heading into its August 26 earnings report, the question is whether the next product cycle can keep a company already running at this pace ...

5 Semiconductor Stocks Jim Cramer Could Be Talking About on Thursday
24/7 Wall St.46d agoneutral
5 Semiconductor Stocks Jim Cramer Could Be Talking About on Thursday

Jim Cramer is hosting a semiconductor-focused CNBC Investing Club call Thursday at noon. The AI capex cycle is running hotter than any point in the last two years, with hyperscalers, sovereigns, and enterprises racing to secure compute. These five names matter most, ranked by AI-driven revenue growth, earnings execution, margin expansion, and forward guidance strength. ... 5 Semiconductor Stocks Jim Cramer Could Be Talking About on Thursday

Big Cash, Bigger Ambitions: POET Technologies Eyes 147% Upside
24/7 Wall St.46d agoneutral
Big Cash, Bigger Ambitions: POET Technologies Eyes 147% Upside

POET Technologies carries a fortress balance sheet, a landmark customer contract, and a Malaysia production ramp finally moving toward real shipments, yet lawsuits, massive dilution, and a sky-high valuation make this one of the most polarizing AI photonics bets on the Nasdaq right now.