Notícias

Nvidia will step back into the earnings spotlight after the market closes on Wednesday, August 26, when the AI chip leader reports its much-anticipated Q2 results.

In the closing of the recent trading day, Oracle (ORCL) stood at $142.45, denoting a -2.74% move from the preceding trading day.

Paramount Skydance (PSKY) is facing some pushback from a collection of US attorneys general in its proposed acquisition of rival Warner Bros. Discovery (WBD). Evan Shapiro — better known as "The Media Cartographer" — comes on Market Domination Overtime to outline what is it at stake for the media giant and the Ellison family if the deal ultimately falls through.

Here’s what the Point72 founder’s latest portfolio moves say about where AI infrastructure money is heading next.

Rising component costs are testing Nvidia's powerful AI economics

Investing.com -- Bond traders increased credit risk measures for Broadcom Inc. as the company provides financial support for large AI-related financing packages.

A single scheduled settlement is hammering one AI cloud stock far harder than its peers today, and the gap between that name and the broader sector reveals exactly what happens when aggressive financing meets a high-flying stock.

Bond traders have ramped up measures of credit risk associated with Broadcom Inc. as it backstops mega financing packages for the buildout of artificial intelligence.

Higher costs may be revealing stronger demand than expected

Strong results from the GPU leader could reignite Micron's momentum.

Akamai's CIS segment increases 39% in Q2, fueled by AI workloads and GPU demand, but can its cloud infrastructure growth stay on track?

The bull case here turns less on whether AI demand arrives than on how fast Microsoft can deliver the orders it has already booked.

Nvidia Stock Falls as AI Server Prices Rise. Memory Costs Are to Blame

WDAY's AI expansion is expected to support fiscal Q2 revenue growth, while higher costs, competition and cautious enterprise spending may pressure margins.

Nvidia enters earnings week with its stock priced for perfection, but a single crack in its numbers could send investors scrambling for the exits. The question is whether any weakness even exists, and what happens if the market finds out the hard way.

Snowflake's acceleration is led by AI products that carry a lower gross margin than its core platform, and a bandwidth-cost offset is what holds the margin guide together.

Nvidia (NVDA) is just days away from releasing second quarter earnings results this Wednesday, August 26, as Wall Street expects quarterly revenue of $92 billion. The Morning Brief's Jake Conley sits down with Barron's senior markets analysis writer Paul La Monica and Infrastructure Capital Advisors CEO Jay Hatfield to discuss why excellent earnings may still not be enough to impress investors in this stage of the AI cycle.

The increases will apply to systems containing Vera Rubin and Grace Blackwell chips and take effect on shipments early next year

The part of the tax franchise that lost on price is a small slice of its addressable market, and the profit line kept widening anyway.

A prediction market near certainty, buyout rumors from a major private equity firm, and four straight earnings beats have put Workday in a position few enterprise software stocks ever occupy heading into a quarterly report.

Oracle has sold off since last fall, but does that make its stock a better bargain than Amazon's?

Oracle is about to report its latest quarterly financial results, and they might be the key to reversing its sinking stock price.

AI has already gutted white-collar tech jobs by the hundreds of thousands, but the next wave targets something far bigger: the physical economy and the wages of workers who never touched a keyboard.

Nvidia customers reportedly face AI server price hikes above 15% next year as DRAM costs surge ahead of Wednesday's earnings.

Investing.com -- Rising memory chip costs are pushing up the price of servers that use Nvidia Corp’s artificial intelligence chips, with some of the chipmaker’s biggest customers facing increases of more than 15%, Bloomberg News reported on Saturday, citing people familiar with the matter.

Some of Nvidia's largest customers have been told prices of servers ‌containing its AI chips will rise by ‌more than 15% in many cases with memory chip ​costs soaring, Bloomberg News reported on Saturday. The price hikes will go into effect on systems shipped early next year and will impact systems including ‌those with the ⁠flagship Vera Rubin and Grace Blackwell chips, the report added, citing people familiar ⁠with the process. The increases will depend on Nvidia's chip generation and memory configurations, they ​said.

Rillet, a San Francisco-based startup founded in 2024, has reached a $1 billion valuation in roughly two years, securing $100 million in a Series C round that came together in less than 48 hours. This latest funding, which brings the company’s total raised to over $200 million across three rounds in just 14 months, highlights […]

ORCL stock also has an attractive valuation and plenty of Wall Street support.

CoreWeave's stock swings 25% up and 15% down in the same month, which makes pinning a price target on it feel reckless. Here is why our analysts did it anyway, and the single metric that pushed them to a buy.

Big Tech is shoveling billions of dollars into the AI buildout, leaving investors spooked and analysts behind. Can they catch up?