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

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Is NVIDIA Corporation (NVDA) A Good Stock To Buy Now?
Insider Monkey70d agobullish
Is NVIDIA Corporation (NVDA) A Good Stock To Buy Now?

Is NVDA a good stock to buy? We came across a bullish thesis on NVIDIA Corporation on Compounding Your Wealth’s Substack by Sergey. In this article, we will summarize the bulls’ thesis on NVDA. NVIDIA Corporation’s share was trading at $206.84 as of July 24th. NVDA’s trailing and forward P/E were 32 and 23.5 respectively according to […]

Did Vertiv’s Expanded AI Cooling Builds And Higher EPS Guidance Just Shift Vertiv Holdings Co's (VRT) Investment Narrative?
Simply Wall St.70d agoneutral
Did Vertiv’s Expanded AI Cooling Builds And Higher EPS Guidance Just Shift Vertiv Holdings Co's (VRT) Investment Narrative?

In recent weeks, Vertiv has expanded AI-focused manufacturing capacity, highlighted new integrated power and liquid-cooling deployments such as its work on the Naval Postgraduate School’s NVIDIA DGX GB300 system, and entered the Q2 2026 earnings season with raised full-year adjusted EPS guidance amid robust AI infrastructure demand. These developments underscore Vertiv’s growing role as an infrastructure backbone for high-density AI data centers, even as management flags margin pressures and...

Nvidia stock is doing something it hasn't done in years
TheStreet70d agoneutral
Nvidia stock is doing something it hasn't done in years

Nvidia (NVDA) has spent the last three years as the loudest success story in the stock market. Its climb turned it into a household name well beyond Wall Street trading desks, and its chips have become shorthand for the entire artificial intelligence boom. This year looks different. The gains are ...

Bloomberg70d agoneutral
DeepSeek Said to Tell Backers of Funding Pause After Viral Posts

(Bloomberg) -- DeepSeek has told prospective investors in its second fundraising round that it’s suspending the deal for now, people familiar with the matter said, days after comments widely attributed to founder Liang Wenfeng about US-Chinese AI competition went viral.Most Read from BloombergRetina Chip Designed to Restore Sight to Go on Sale in EuropeSpaceX at $100 Would Imply Zero AI Value, Morgan Stanley SaysTrump Seethes as Iran War Spirals Anew With No End in SightApple Plans Overhaul of M