Notícias

Nvidia is reportedly testing at least three Rubin Ultra variants with reduced HBM capacity.

A single ETF charging roughly four cents per $100 turned a modest investment into a small fortune over a decade, and the fee structure is the part of the story most investors never think to examine.

Charlie Munger's only trusted outside manager just made a striking move in financial services, abandoning a position in one of America's biggest banks to load up on the companies that sit above the entire credit system and collect fees no matter who wins or loses.

(Bloomberg) -- Nscale is telling prospective investors it has about $51 billion of total contracted revenue ahead of a US initial public offering that could take place as soon as in September, according to people familiar with the matter.Most Read from BloombergIran Says Agreement on Hormuz Shipping Reached With OmanGoogle AI Veterans Depart During Seismic Leadership ShiftWhy Do Data Centers Use So Much Fresh Water?Microsoft’s AI Sales Mostly Come From OpenAI, Disclosures ShowOpenAI Models Joine

The handset chip business still supplies most of Qualcomm's revenue, and it is now shrinking year over year on the Android side and stepping down on the Apple side at the same time.

August is off to a rocky start for this utility stock.

Fluence Energy (NASDAQ:FLNC) reported record third-quarter order intake and backlog growth, including its first signed data-center developer order, while lowering its fiscal 2026 revenue and adjusted EBITDA outlook because of delays ramping new manufacturing capacity. President and Chief Executive

Papa John's dashes hopes for a quick going-private transaction. Investors abandon ship.

Arm Holdings has already traded near $450 this year, then lost nearly a quarter of its value in a month. Now Wall Street analysts are split on whether the AI compute giant can claw back those highs or if the real trouble is just beginning.

Moby summary of KVH Industries, Inc.'s Q2 2026 earnings call

The next leg of growth runs through AI accelerators, and that is the piece management says carries a gross margin slightly below the company average.

Moby summary of Liquidity Services, Inc.'s Q3 2026 earnings call

ARK's latest rotation reveals where Wood sees greater upside

Moby summary of Chegg, Inc.'s Q2 2026 earnings call

Jefferies and Truist raised their price targets despite a 7% post-earnings decline.

Its performance may be volatile, but it's certainly working well enough right now.

Moby summary of Optimum Communications, Inc.'s Q2 2026 earnings call

The new electric SUV could generate tailwinds for both companies.

AI keeps getting the blame for mass layoffs across corporate America, but one major company just made a surprising cut for a completely different reason, and it challenges everything the doomsayers are predicting.

Moby summary of Fox Corporation's Q4 2026 earnings call

Perhaps you shouldn't either, unless you have a large tolerance for risk and volatility.

Moby summary of ATI Inc.'s Q2 2026 earnings call

China controls more than 50% of the global transceiver market, and the Federal Communications Commission is drafting a measure to bar imports of new Chinese optical transceivers, with officials hoping to publish the rule this year. Optical transceivers are the fiber-optic pipes that move AI training data between GPUs at the speed of light. If ... The Trump Administration Could Soon Create the ‘Mother of All’ AI Bottlenecks. These Stocks Could Soar.

AppLovin got punished after whiffing in its earnings report.

Aeva stock is speculative -- but investors are speculating hard after last night's earnings beat.

These two stocks give investors a way to profit from strong industry tailwinds for nuclear energy in the coming decades.

Tesla CEO Elon Musk and Nvidia CEO Jensen Huang have touted humanoid robots as the ultimate physical embodiment of artificial intelligence.

Intel stock has dropped harder than the index in past shocks, and the spending it carries into the next one is rising rather than easing.

Grab Holdings just posted a massive earnings beat and holds unanimous Buy ratings from 26 analysts, yet the stock sits near a 52-week low while insiders sell. Something about this Southeast Asian super-app does not add up.

Electricity demand matters more than the power source.