Notícias

The customer list now includes Microsoft and Nvidia. The hard part is building fast enough to serve them.

SpaceX stock has been weak for weeks. Analysts are sticking with their price targets. The average analyst price target for SpaceX stock is about $227 a share, according to FactSet, down $1 since SpaceX reported better-than-expected second-quarter numbers on Tuesday evening.

More capable AI could create multiple different profit opportunities.

Micron, Samsung and SK Hynix have reportedly committed significant portions of their 2027 output.

TransMedics stock slipped on mixed results, but its future remains bright.

Three dividend stocks share the same cut-off deadline this week, meaning investors who wait even one extra day walk away with nothing. Here is what separates a timely income play from a missed opportunity.

Samsung said on July 30 that memory shortages could worsen in 2027 and persist through 2028. The warning strengthened the pricing outlook for Micron Technology, Inc. (NASDAQ:MU) while exposing a potential supply constraint for NVIDIA Corporation (NASDAQ:NVDA). Micron shares jumped 18.4% that day as Samsung’s report revived confidence in the memory cycle. Samsung has signed […]

Nvidia Stock Rises as SpaceX Picks It Over AMD for AI Infrastructure

Wall Street remains very bullish on two AI stocks.

This company failed to meet analysts' expectations. Investors don't seem to mind.

Kratos's earnings last night weren't quite as good as they first appeared.

The company defied the popular narrative of an AI-related spending slowdown.

Here’s an alert for income investors with a quick deadline. Seven small-bank dividend stocks all share the same imminent ex-dividend date: Friday, August 7. To collect the August payout on any of them, shares must be owned by the close of Thursday, August 6. Buy on the ex-date or later, and the payment goes to ... 7 Dividend Stocks You Must Buy Immediately to Get Paid in August

In this segment of the AI Investor Podcast from 24/7 Wall St., Eric Bleeker lays out his framework for evaluating the AI trade, describing it as a stool resting on three legs: technological progress, real-world adoption, and the ability to finance the buildout. Two legs he considers extremely strong. On progress, he points to Nvidia's backing of a straight-shot superintelligence effort, ongoing gains in training and model capability, and expectations of highly capable autonomous models at roughly human level, at scale, within a year. On adoption, he cites OpenAI's monthly revenue now exceeding its prior full quarter, Microsoft noting that 90% of cloud demand comes from outside the frontier labs, and Google's 82% cloud growth. Adoption is uneven, concentrated among a relatively small group of heavy users, but strong. Financing is the weak leg and the source of most current fear. Bleeker estimates $700 to $800 billion in AI data center spending this year, growing to roughly $1.2 trillion next year, against a financing ceiling he places somewhere between $1.5 and $2 trillion annually. With 2028 expectations near $1.4 trillion, the market is approaching that ceiling, which is why valuation now dominates stock selection. A company historically worth 15 times earnings trading at 40 times its 2028 or 2029 numbers is hard to defend. He closes with three points: the selloff is likely closer to its end than its beginning, macro risks remain including a possible September rate rise and soft GDP, and for anyone sidelined by prior valuations, this is arguably the most attractive entry point since spring 2025.

AMD's data center sales exploded while the stock slipped, and retail investors are scratching their heads. Here is why the math behind the confusion points to a very specific price target.

US equities were mixed and crude oil eased in late-morning trading Wednesday as investors remained h

The miner’s first-half earnings surged as oil, LNG, freight and commodity volatility gave its marketing machine exactly the market it was built for.

It may seem like a nightmare scenario, but there are ways to salvage it.

The Wegovy maker raised its outlook, but investors focused on pricing pressure, a pill sales miss and another pipeline stumble.

NVIDIA just delivered its loudest quarter of the AI era, yet shares sit nearly 30% below their peak while B200 systems vanish from shelves faster than they ship. The bull case for a run to $300 hinges on three things that still need to break right.

SoundHound and RH look like potential buys, while I'd avoid Supermicro.

SpaceX is on course to burn $50 billion this year. That's a surprise.

Base Power founder & CEO Zach Dell joins Yahoo Finance Executive Editor Brian Sozzi on Opening Bid to discuss how the AI boom is reshaping energy demand and what differentiates Base Power from competitors, including Tesla (TSLA). This following company's $1 billion Series D funding round, which values the company at $13 billion post-money.

Advanced Micro Devices has had a stellar year so far. AMD shares were down around 5% on Wednesday following its earnings the previous day. The big question hangs over AMD’s ability to take market share from Nvidia’s graphics-processing units.

AbbVie's blockbuster drugs are surging while a major acquisition looms, but a trailing P/E of 71 and one model pricing the stock nearly $50 below current levels raises a real question about whether the rally has room left to run.

Seth Klarman spent four decades building a reputation for buying almost nothing, so when Baupost quietly planted a nine-figure flag in a payment network last quarter, the choice of which rail he picked over the obvious favorite deserves a close look.

The company's capital expenditures soared like a rocket this past quarter, and investors weren't impressed.

Eli Lilly just posted one of the most impressive quarters in pharmaceutical history, but the drug powering those numbers may not be what defines the company a decade from now. A billion-dollar bet on artificial intelligence could change everything.

Advanced Micro Devices (AMD) stock pulls back on Wednesday since the chipmaking giant topped second quarter earnings estimates alongside increased capex spending that may have shocked investors. Morning Brief Host Julie Hyman is joined by Yahoo Finance Senior Reporter Pras Subramanian and Breaking News Reporter Jake Conley to react to AMD's projections and its growing competition with Nvidia (NVDA).

SpaceX stock (SPCX) is losing altitude and shedding yesterday's stock gains over the AI spending forecasts reported in its first-ever earnings release. Morning Brief Host Julie Hyman is joined by Yahoo Finance Senior Reporter Pras Subramanian and Breaking News Reporter Jake Conley to break down SpaceX's negative stock moves.