Notícias

Mortgage rates change the math more than many retirees may realize.

Morgan Stanley sees massive AI growth ahead for the chip giant

A number that’s unparalleled in modern corporate history is attracting attention on Wall Street.

The game-changer could boost a little-known tech company that’s critical to internet infrastructure.

Here’s what could happen to ESTC shares next.

Following historic performance, here’s what could happen to CRWD shares next.

Cisco is navigating a shortage that’s squeezing the whole AI infrastructure industry.

JPMorgan Chase (JPM), Bank of America (BAC), Goldman Sachs (GS) and Morgan Stanley (MS) are clashing

Lenders say artificial intelligence will help homeowners whose mortgages are ripe for refinancing secure a new, cheaper loan far faster. The result could also squeeze investors in the $9 trillion market for mortgage bonds.

The S&P 500 Index ($SPX ) (SPY ) is down by -0.02% today, the Dow Jones Industrial Average ($DOWI ) (DIA ) is down by -0.23%, and the Nasdaq 100 Index ($IUXX ) (QQQ ) is down by -0.10%. E-mini S&P futures (ESU26 ) are down -0.03%, and September E-mini...

Morgan Stanley Investment Management’s Vishal Khanduja, a top-performing fixed-income investor, is scaling back bets against long-term US bonds, saying Treasury Secretary Scott Bessent is prepared to do “whatever it takes” to keep yields from rising.

Investing.com -- Morgan Stanley upgraded Dynatrace Inc to Overweight from Equal-weight on Tuesday, saying improving demand for observability software, a large customer renewal cycle and stronger artificial intelligence capabilities could drive a sustained acceleration in growth.

Emerald AI, which develops software to help AI data centers reduce or shift power ‌usage when electricity grids are under stress, said ‌on Tuesday it had raised $150 million in a funding round that valued ​the company at $1.05 billion. Investor appetite for AI infrastructure startups has intensified over the past year as tech companies race to expand data center capacity, driving up valuations and accelerating funding ‌rounds for firms ⁠addressing bottlenecks such as power availability. • The company ​said it was transforming ‌AI data centers into flexible grid assets that dynamically adjust power consumption in response to grid conditions.

The Fed spent the past few years relearning the dangers of underestimating inflation. The challenge now is complexity and financial innovation.

Asian stocks were set for broad declines Tuesday after a tech-led selloff on Wall Street outweighed a drop in oil, as traders weighed Treasury Secretary Scott Bessent’s plan to isolate Iran from the global economy.

JPMorgan Chase & Co. and Morgan Stanley are among banks shareholders are suing over their roles on multibillion-dollar buyout deals after a recent corporate-law overhaul failed to protect financial advisers from potential liability.

The investment bank says market dynamics have shifted away from the disinflationary boom that ran from 1982 to 2020

A renewed spike in oil prices is the biggest risk facing US stocks, according to Morgan Stanley’s Michael Wilson, who recommended using energy shares to hedge portfolios.

Alibaba Group Holding Ltd. is seeking to raise about HK$80 billion ($10.2 billion) from a share sale, its latest move to compete for global leadership in artificial intelligence.

Walmart stock keeps falling Friday but some on Wall Street believe it’s an opportunity to buy shares on the cheap.

After ripping through the first half of the year, memory stocks are struggling to regain momentum as growing concerns about the state of the artificial intelligence trade overshadow their strong fundamental backdrop.

Anthropic PBC expects to match or beat the size of SpaceX’s record-setting initial public offering, according to people familiar with the matter, as preparations for the artificial intelligence firm’s debut pick up speed.

Eagle Point Credit Management LLC is providing a roughly $1.3 billion private credit loan for a sprawling AI data center in Texas tied to Anthropic PBC, giving the investment firm a key role in one of the latest jumbo financings fueling the artificial intelligence boom.

Chinese coking coal prices are surging as supply continues to tighten after the deadly accident in the mining hub of Shanxi three months ago.

Charles Schwab is looking to hire a director to lead the firm’s long-short SMA platform. Morgan Stanley has beefed up its UMA program to allow a wider variety of assets, including some private market funds. These are among the investment must reads for financial advisors this week.

The backlash against artificial intelligence and the data centers needed to run it is becoming such a touchy election issue that Wall Street is being forced to factor it into its stock market recommendations.

Amazon spent years telling Wall Street that AWS could become a few hundred billion dollar revenue business. Then on its last earnings call, management revised that estimate up, significantly. The new figure was $1 trillion. Not as a stretch goal. As what they now believe is a real possibility. ...

FOREIGN EXCHANGE The WSJ Dollar Index is down 0.07 point or 0.07% today to 95.96 —Down for two consecutive trading days —Down 0.30 point or 0.31% over the last two trading days —Largest two-day point and percentage decline since Friday, July 31, 2026 —Off 8.

The question pinged around Wall Street trading desks as they watched their rivals at Jane Street shatter record after record: Had they cracked the game, or were they playing a different one?

Fast-fashion retailer Shein Global Holdings Ltd. is targeting a valuation in the range of $26 billion to $27 billion in its initial public offering in Hong Kong, according to people familiar with the matter, a sharp drop from its peak value.