Notícias

Tech stock coverage for the week of Aug. 17.

The broad market exchange-traded fund SPDR S&P 500 ETF Trust (SPY) was up 0.1% and the actively trad

Nvidia will invest $1.5 billion in SoftBank-backed <9984.T> SB Energy and secure up to ‌8 gigawatts of AI computing capacity at ‌an Ohio campus being built by the data center developer ​for OpenAI. The deal is the latest where Nvidia is financing the ecosystem consuming its chips, a strategy that has helped fuel demand but also drawn ‌scrutiny over the circular ⁠flows of funds from the chipmaker to its biggest customers. Leading tech firms are ⁠increasingly tying together chips, power and data center development as they race to secure the infrastructure needed ​for ​increasingly power-hungry AI models.

Groq has raised $350 million in funding at a $3.5 billion valuation, roughly half what it was worth nearly a year ago before Nvidia Corp. struck a licensing deal with the startup and hired away much of its talent.The financing, set to be announced Monday, was led by Dallas-based investment firm Disruptive. Nvidia is also set to invest in the round, according to a representative for Groq. Nvidia did not respond to a request for comment. Founded in 2016, Groq was among the companies developing the

Micron shares are back with some momentum.

Just be sure to look more than a year down the road.

The software giant retired a tenth of its share count in a single stroke. The bill shows up in fiscal 2027 cash flow.

The pressure for a rate hike has subsided -- but maybe only temporarily.

The longer Trumpflation remains unchecked, the bigger the consequences for Wall Street.

Jensen Huang has a unique ability to drive investment in his industry.

The commoditized nature of memory chips has traditionally made companies vulnerable to industry cycles.

CXMT Corp.’s ascent to the pinnacle of Chinese markets heralds a potentially consequential shift away from private-sector giants toward a new generation of hardware companies more closely aligned with Beijing’s strategic ambitions.

Whenever RocketLab reports earnings these days, investors and analysts are far more interested in Neutron rocket updates.

A multiple this low usually means the market smells decline -- yet the latest quarter set records.

The neocloud company is scaling its gigawatt portfolio quickly.

Alphabet recently raised its artificial intelligence (AI) infrastructure budget for the year.

Plus, kiss-up chatbots, Dario Amodei’s wife and her influence at Anthropic, the rural “hick” heroes leading a campaign against AI data centers and more

The midstream company raised its guidance for yearly adjusted EBITDA during its second-quarter earnings report.

Enthusiasm for Big Tech and its huge investments in artificial intelligence is powering the stock market to record highs again. With a resilient economy and scorching demand, there’s seemingly only one obstacle that can derail this ride: higher interest rates.

With inflation lingering and a potential rate hike on the horizon, some economists worry that an economic slowdown could be on the way.

Some of the artificial intelligence boom’s biggest beneficiaries can cash in whether open models proliferate or not.

President Trump's victory lap on inflation may be a bit premature.

Investing.com -- The rise of lower-cost open-weight AI models could pressure pricing and returns for model developers, but hyperscalers should continue generating attractive returns from the computing infrastructure needed to run them, Morgan Stanley analysts said.

Nvidia is in talks ‌to invest as ‌much as $3 billion in SB ​Energy, a subsidiary of SoftBank Group and developer of a massive ‌planned ⁠Ohio data center project for OpenAI, ⁠the Information reported on Saturday, citing people ​familiar with ​the ​discussions. The investment ‌is being discussed as part of Nvidia’s negotiations with OpenAI and SB Energy over the ‌chip company ​providing around $100 ​billion ​in credit support ‌for the planned ​Ohio ​data center campus, the report said.

Companies try to get deals done while regulators allow them. But are buyouts always a good idea?

Even before Nvidia Corp.’s splashy $500 billion financing partnership this week, investors were starting to fret over the roughly $70 billion in phantom liabilities that don’t appear on major AI companies’ balance sheets, but could materialize at the worst possible time.

Can the company navigate these legal troubles?

The rapid growth days of each company are probably over, but each stock remains an excellent choice for income investors.

AI-driven efficiencies are an underappreciated catalyst for the fintech company.

For investors who want to bet on a future rebound in the U.S. housing market, this homebuilder ETF could be a good buy today.