Notícias
Apenas manchetes de alto sinal - eventos macro, resultados, M&A, regulatório. Listicles e clickbait de analistas filtrados por padrão. Atualizado a cada hora.

A Plexo Capital partner who owns Anthropic shares went on CNBC to defend a valuation that dwarfs every profitable public AI company, and the caveat he buried in his own argument may be the most important thing he said.

After years of price hikes to offset inflation, McDonald's is now struggling to move traffic in the right direction.
Investing.com -- TD Cowen stated in a note on Tuesday that it sees upside to estimates across compute and networking semiconductors but is neutral heading into results from Nvidia (NASDAQ: NVDA) and Broadcom (NASDAQ: AVGO), arguing the issues that matter most to investors will not be resolved this quarter.
Nvidia's goal is utter AI dominance.

Kailera Therapeutics raised one of the biggest obesity biotech IPOs in recent memory, then watched its stock drop nearly 30%. Now several of the world's largest drugmakers have a compelling reason to make a move before pivotal trial data arrives.
Target and Lowe's both report earnings on the same morning, putting two very different bets on the American consumer head to head. Which one actually deserves your retirement capital before the opening bell?

Ackman put new capital to work in the second quarter of the year.
FORT Robotics plans to go public through a business combination with Newbury Street II Acquisition (

Etched, founded by Harvard dropouts, has its own in-office data center and has signed quant-trading firm Jane Street as its first customer.

No matter what Kevin Warsh and the Federal Open Market Committee (FOMC) do, they won't appease everyone.

Domino's is cheap because investors fear slowing demand and the impact of GLP-1 drugs, but that pessimism could create upside if growth holds up.

Most of that loss was paper. Still, today's premium price assumes profits that haven't arrived yet.

A top market strategist just called out the biggest risk hiding inside Anthropic's upcoming IPO, and it has nothing to do with the quality of the company or its technology.
Nvidia has entered into an agreement to back SB Energy and OpenAI's massive Ohio data center plan.

This company's human-powered platform bucks the artificial intelligence (AI) trend.

Moby summary of Freightos Limited Ordinary shares's Q2 2026 earnings call

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

Moby summary of Flexsteel Industries, Inc.'s Q4 2026 earnings call

Nvidia stock touched $227 a share Monday on news it's pouring $1.5 billion into this AI data center and energy player.

Nvidia (NASDAQ:NVDA) is building what could become the “Federal Reserve of AI,” Atreides Management CIO Gavin Baker said on Friday’s All-In Podcast.The investor says CEO Jensen Huang is transforming Nvidia’s chips into a financeable asset class, opening the door for...

Trading stocks through Schwab no longer necessarily requires buying a company's shares outright, opening a new way with significantly less cash up front. The product is called a single stock future, and it comes with a track record that the marketing materials skip over entirely. Charles Schwab ...

No news isn't always good news.

Corning's CEO went on national television and told investors that tariffs are essentially a non-issue for the company, citing two specific figures about its U.S. manufacturing footprint. The explanation traces back to a philosophy Corning adopted long before trade wars became a boardroom concern.
HIVE’s live GPU cloud business generates about $35 million in ARR, while a three-year Bell AI Fabric agreement accounts for another $75 million in contracted revenue.

There is a version of the AI trade that everyone can see. Nvidia sells chips. Hyperscalers buy chips. The money flows one direction. It's a clean story. The SEC filing Nvidia dropped on August 14 tells a different version of that story, one where the chip supplier is also one of the largest ...

