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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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Nvidia (NVDA) Secures Exclusive Space AI Role In $10 Billion Expansion
Simply Wall St.56d agoneutral
Nvidia (NVDA) Secures Exclusive Space AI Role In $10 Billion Expansion

Nvidia (NasdaqGS:NVDA) agreed an exclusive partnership with SpaceX for its Starmind satellite AI program, which will use Nvidia's Vera Rubin NVL72 rackscale system as its dedicated AI chip platform. SpaceX selected the Vera Rubin NVL72 system for upcoming Starmind satellites, positioning Nvidia's hardware as a reference point for aerospace focused AI compute. Separately, Nvidia backed Volta Infra entered a US$10b multi year AI cloud deal with Anthropic to roll out data centers in Europe...

Talen Energy Q2 Earnings Call Highlights
MarketBeat56d agoneutral
Talen Energy Q2 Earnings Call Highlights

Talen Energy (NASDAQ:TLN) reported second-quarter adjusted EBITDA of $374 million and adjusted free cash flow of $212 million, citing contributions from recently acquired natural gas plants, higher PJM capacity pricing, increased generation volumes and the ramp of its AWS contract. For the first ha

Analysis-Samsung, SK Hynix shareholders call for bigger payouts from AI cash mountain
Reuters56d agoneutral
Analysis-Samsung, SK Hynix shareholders call for bigger payouts from AI cash mountain

Samsung Electronics and SK Hynix face growing calls from investors wanting a greater share of excess cash via dividends or buybacks, after the pair provided scant detail on capital returns when reporting AI-driven record profit. The world's two largest memory chip makers are generating cash at an unprecedented pace due to robust demand ‌for chips used in AI applications, amassing reserves that exceed those of U.S. tech giants that are spending heavily on AI infrastructure. Samsung and SK Hynix are set to hold a combined $263 billion ‌in net cash by year-end, more than double the estimated $102 billion of AI bellwether Nvidia and exceeding the combined cash of the other six "Magnificent Seven" U.S. technology companies, LSEG data and Reuters calculations showed.