Apenas manchetes de alto sinal - eventos macro, resultados, M&A, regulatório. Listicles e clickbait de analistas filtrados por padrão. Atualizado a cada hora.
Wall Street is spooked by Alphabet's ballooning capex bill, but the earnings report buried a number that reframes the entire bear case and points to a second AI bet most investors overlook entirely.
Nvidia may have underperformed the broader semiconductor sector over the past year, but it can step on the gas once again.
A brave hero from ancient Greece delivered for the company.
Oil prices eased over the weekend with a lull in the U.S.-Iran war.
The Schwab U.S. Dividend Equity ETF (SCHD) is on pace for yet another boost to its payout. That's only part of its appeal.
International Business Machines (NYSE:IBM) has joined Nvidia, Microsoft, Palantir and others to launch the Open Secure AI Alliance. The alliance aims to promote open source AI development and improve cybersecurity across AI systems. The announcement positions IBM as a founding member of an industry group focused on transparency and trust in AI. International Business Machines enters this alliance with a mixed recent share price record. NYSE:IBM closed at $216.28, with the stock down 20.4%...
The recent rally could pave the way for "sell the news" volatility, but don't let this scare you out of a long-term position.
Institutions and investors mostly don't expect any change in interest rates, but that's not really the important thing.
The crypto miner began the week by being slapped with an analyst's recommendation downgrade.
Amkor Technology (NASDAQ:AMKR) reported record second-quarter revenue of $1.9 billion, up 13% sequentially and 26% from a year earlier, as growth in computing and automotive and industrial markets helped the semiconductor packaging and test company exceed the high end of its guidance. Chief Executi
The crypto treasury leader has quietly amassed a significant share of Ethereum's total supply.
Chip giant invests in Safe Superintelligence and supplies Vera Rubin systems
NVIDIA's 55% net margin and $96.7B free cash flow contrast sharply with Snowflake's $1.3B net loss, but valuation gaps tell a different story.
SK Group partnership and OpenAI discussions deepen NVIDIA's role in funding global AI infrastructure.
Shares of SpaceX have cratered by 50% from their all-time high.
The tech company recently landed Fortinet as a customer of its foundry service.
Chipmaker Nvidia (NVDA) is reportedly in talks with OpenAI (OPAI.PVT) to help fund a $250 billion backstop, according to the Wall Street Journal, that would guarantee the latter's plans for an AI data center in Ohio. Yahoo Finance Tech Editor Dan Howley touches on the investor concerns this possible partnership could signal about circular investing in the AI landscape.
Rivian could reveal promising sales traction for its new SUV.
Advanced Micro Devices recently launched its Helios racks, which could unlock much more growth for the business.
Alphabet has raised its 2026 capex outlook, which is good news for Nvidia investors.
Rumors of a new China-made DUV system caused a sell-off of the high-flying semiconductor king.
Nvidia might guarantee $250 billion for OpenAI and Softbank to build the largest data center on the planet. The U.S. Government is right behind them.
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