Notícias

Nvidia Corporation (NASDAQ:NVDA) is a stock that Jim Cramer has stuck by despite the relatively weak share price performance as of late. They are up by a rather modest 3.3% year-to-date and are down by 2.5% over the past month. Cramer continues to believe that Nvidia Corporation (NASDAQ:NVDA) is among the top companies in the […]

Palo Alto Networks, Inc. (NASDAQ:PANW) and CrowdStrike Holdings, Inc. (NASDAQ:CRWD) are part of the cybersecurity sector, which Cramer has been a fan of. The former’s shares are up by 91% while the latter’s stock has gained 67% over the past year. In his Monday morning appearance, Cramer briefly commented on the firm’s support for the Open […]

The gaming platform's guidance implies shrinking bookings, and management says one cause was a choice.

Alibaba Group Holding (NYSE:BABA) is supplying cloud infrastructure to support a major Nvidia chip cluster for Chinese AI firm Moonshot. The deal is designed to power Moonshot's next generation AI models that are being developed to compete with leading global systems. Alibaba is both a key cloud provider and a major investor in Moonshot, linking its cloud strategy directly to AI model development. Alibaba Group Holding has been working to grow its cloud computing and AI capabilities...

It's important to have the right game plan when it comes to the stock market.

Why would investors cheer an e-commerce giant that just burned through billions of dollars?

The company's second-quarter performance was impressive.

The company, one of the rare healthcare sector Dividend Kings, wasn't looking too royal on the last trading day of the week.

It posted a beat-and-raise second quarter.

Nvidia's physical AI business could be a juggernaut.

There's nothing like the combination of a bottom-line beat and a guidance raise.

Caterpillar's power generators have become a major catalyst for the AI boom.

It beat on the two most important metrics in its second quarter.

IWM is the default small-cap trade, liquid and familiar, but a quieter alternative has been compounding ahead of it for years thanks to two structural advantages most investors overlook completely.

The diagnostics leader is accelerating the trend toward precision medicine.

The stock market has largely viewed new Fed Chair Kevin Warsh as hawkish during his first few months on the job.

Tusk Ventures founder and CEO Bradley Tusk dives into the "perception vs. reality" aspects of the broad AI trade and commenting on where these speculation trades may be manifesting behind SpaceX (SPCX) and OpenAI (OPAI.PVT) valuations.

With the stock near a 5-year low, is it worth a look?

The crypto exchange is taking share of a shrinking market -- and the loss is getting smaller each quarter.

July doesn't seem likely to end on a happy note for this specialty chemicals stock.

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

Moby summary of Oxford Square Capital Corp.'s Q2 2026 earnings call

<body><p>STORY: :: Recorded on July 31</p><p>:: Lisa Bernhard, Reuters</p><p>:: Dean Smith, Portfolio Manager, FolioBeyond</p><p>Shares of Apple tumbled as much as 10% on Friday after a disappointing forecast showed that the iPhone maker was struggling to secure enough components as the AI-driven data center boom strains global supply chains.</p><p>The drop, if sustained, would erase nearly $500 billion from Apple's market capitalization and return the crown of the world's most valuable company to AI chip giant Nvidia, days after reclaiming it.</p><p>Meanwhile, shares of Amazon soared as much as 15% after the tech giant's solid cloud sales growth reinforced investor confidence in its massive AI bets.</p><p>"There's two really different trends going on," said Smith. "One is the hardware constraint, the [other is] cloud compute capacity, and those are going to continue to drive what we see in the AI investment thesis."</p><p>Next week, the focus will remain on AI when SpaceX delivers its first quarterly earnings results since going public.</p><p>"There's no mystery about how many rockets they're firing off, we can see them," said Dean with a laugh. "So what I'm looking for in SpaceX is to see what is their plan for the AI side of the business."</p></body>

Moby summary of Balchem Corporation's Q2 2026 earnings call

Retailers could receive an unexpected financial windfall.

Moby summary of Chevron Corporation's Q2 2026 earnings call

Amazon raised planned capital expenditure to $220 billion and reaffirmed NVIDIA's importance despite developing its own Trainium processors.

Key takeawaysMoonshot AI reportedly accesses roughly 20,000 Nvidia chips through a computing agreement with Alibaba Group. The Hopper-generation cluster provides a significant portion of the computing capacity behind Moonshot’s Kimi models.

Moonshot reportedly gained access to computing capacity equal to about 20,000 Nvidia chips.

Micron is crushing the market now, but Wall Street wonders how long it will last.