Investing.com -- Concerns about artificial intelligence are shifting from hypothetical extinction scenarios toward evidence that increasingly capable models can already be used for weapons development and cyber operations, according to Yardeni Research.
Notícias
Apenas manchetes de alto sinal - eventos macro, resultados, M&A, regulatório. Listicles e clickbait de analistas filtrados por padrão. Atualizado a cada hora.

Surging corporate earnings, a robust GDP, and widespread pessimism are the perfect cocktail for an explosive upside move in equities.

Comparing this relatively small part of Berkshire's business to its publicly traded counterparts illustrates just how enormous the conglomerate has become.

NVIDIA (NasdaqGS:NVDA), Google, and Emerald AI have created the AI Energy Management Alliance to coordinate electricity use in AI data centers. The alliance has started building what it calls the first purpose-built power-flexible AI data center, designed to adjust consumption with grid needs. AEMA plans to publish shared frameworks for grid-responsive data centers with input from utilities, regulators, and large AI infrastructure users. The formation of AEMA and the power-flexible data...

Recent commentary on Novanta (NOVT) has focused on its revenue growth profile and projected demand pickup, with solid gross margins drawing new attention to how the stock’s recent returns compare with those fundamentals. Short term trading pressure has been clear, with the share price down 9.2% over the past week and 14.3% over 90 days. Yet Novanta’s year to date share price return of 19.8% and 1 year total shareholder return of 16.1% point to momentum that has cooled rather than...

XPeng has already held its G9L China Launch Event in Beijing, unveiling its next‑generation AI flagship SUV in both BEV and REEV versions, with production set in Guangzhou and at Magna’s plant in Graz for eventual rollout across 64 global markets. The G9L fuses XPENG VLA 2.0 smart‑driving software with the same Turing AI chip used in its IRON humanoid robot and meets four major five‑star safety protocols, highlighting how XPeng is blending advanced AI and global safety standards in a single...

WisdomTree's DGRW distributes cash to shareholders every single month, yet its largest holdings read like a growth fund roster rather than an income portfolio. Whether that contradiction works for or against dividend investors depends entirely on what you actually need from a dividend ETF.

XRP ETFs have stalled well short of a key milestone, and three straight weeks of slowing inflows raise a pointed question: was August the peak, or can something still shake fund investors back into action?

One fuel cell stock is chasing AI power demand with billions in backing. Another is staying out of the race entirely.

Two investors hold the exact same dividend ETF and receive identical distributions, yet one quietly hands thousands more to the IRS each year. The account they chose made all the difference.

BlackRock (BLK) has put retirement design back in focus after unveiling LifePath Solutions, a customizable target date framework that blends public and private markets, guaranteed income options, and participant level analysis for workplace plans. Against this backdrop, BlackRock’s shares trade at US$1,069.78, with a 1 day share price return of 1.50% following a recent 30 day share price decline of 7.69% and a 90 day share price gain of 1.88%. This sits alongside a 3 year total shareholder...

Bank of New York Mellon Corporation (NYSE:BNY) has been replaced as depositary for Kazia Therapeutics Limited’s American Depositary Receipt program. Kazia Therapeutics has appointed JPMorgan Chase Bank, N.A. as the new depositary for its ADRs, according to the company’s latest update. The shift away from Bank of New York Mellon Corporation in Kazia’s ADR program highlights a change in a visible client mandate for BNY’s capital markets services. The replacement of Bank of New York Mellon...

Iovance Biotherapeutics (IOVA) shares have been active after the company reported record second quarter revenue of nearly US$100 million and a 56% margin, alongside broader plans for its tumor infiltrating lymphocyte platform. Iovance Biotherapeutics has seen momentum build quickly, with a 90-day share price return of 162.15% and a year-to-date share price gain of 306.75%. The 1-year total shareholder return of 400% contrasts with a 5-year total shareholder return that remains down...

Power Solutions International (PSIX) has drawn fresh attention after recent share price moves, with the stock up around 26% over the past month and about 14% over the past 3 months. Even after the recent 26.4% 1 month share price return and an 8.9% move over the past week, Power Solutions International is still down about 25.5% on a year to date share price basis. The 1 year total shareholder return has fallen 58.3%, despite a very large 3 year total shareholder return and strong 5 year total...

AutoZone is in focus after analysts modestly trimmed their implied valuation ranges, with updated price targets now clustered around US$3,450 to US$3,637 compared with prior levels that pointed closer to US$3,867.91. These moves are tied to a more cautious tone on near term execution, especially around comparable sales and pressure on the do it yourself customer, even as some firms still outline a longer term case for the stock. Read on to see how these shifting targets fit into the broader...

The risk of a sudden reversal in AI growth looms large over Oracle stock.

The credit is bigger this year. The bill at the register still isn’t zero.

A CEO apologizing for a chip shortage sounds like bad news -- unless fuller factories are a big part of the profit story.

This ETF provides the kind of growth and income profile that could do really well.

Baron Capital founder and CEO Ron Baron is a long-time investor in both Tesla Inc and SpaceX. When it comes to a potential merger of the two companies, Baron says CEO Elon Musk knows best. Ron Baron on SpaceX/Tesla Merger...

Cathie Wood remains very bullish on Tesla stock.

General Motors has delivered a strong multi‑year return for shareholders. The question now is whether the current US$82.20 share price is adequately supported by the cash the business is expected to generate. With fresh attention on its software, battery and driver assistance plans, investors are asking if the recent market optimism lines up with the company’s underlying cash flow profile. General Motors has returned 160.0% over the past 3 years, which makes the link between that share price...

The US Department of Health and Human Services will get a portion of the increased revenue if Pfizer Inc. is able to charge higher drug prices abroad, according to newly released documents.

Axon Enterprise has seen its share price climb a long way over the past few years, yet more recent declines and fresh funding plans now put a sharper focus on what its cash flows really support. With the stock around US$447.76 at the last close, the key issue for readers is whether the current market value lines up with what the business is expected to generate in cash over time. Over the past 5 years the share price has gained 149.1%, which raises the question of how much future cash...

These pipeline companies are cashing in on the AI data center power boom.

Tesla Inc’s solar strategy is getting a much bigger test in Texas. Just a day before Elon Musk declared that "solar is so obviously the future," a Houston-area school board was preparing to vote on Tesla’s proposed $10.1 billion Project...

Cathie Wood just bought more shares of Archer Aviation for her company's flagship ETF.

Earlier this month, Quanta Services, Inc. appointed Ellen Rubin, an AI and cloud infrastructure veteran and current Operating Partner at Glasswing Ventures, to its Board of Directors, adding experience from Amazon Web Services, multiple enterprise software start-ups, and Allegion’s boardroom. Her background in AI, hybrid cloud, and security could help Quanta align its power infrastructure and utility solutions more closely with the technical needs of data centers and other AI-related...

AngloGold Ashanti has delivered a very strong multi year share price run, and the question now is whether that kind of move is still backed by the cash the business can generate. For anyone looking at the stock today, the issue is less about past gains and more about whether current cash flows can justify paying around US$103 per share. Over the past 5 years the share price has risen by about 7x, which puts a lot of weight on the cash flow story behind AngloGold Ashanti. The business depends...

Circle Internet Group (NYSE:CRCL) launched Arc, a purpose-built open Layer 1 blockchain for financial markets, as its public mainnet. Arc integrates Circle's USDC and EURC stablecoins for payments, FX, trading, lending, and asset issuance with dollar-denominated gas fees. The network is backed by an institutional validator set that includes BlackRock, DTCC, Mastercard, Visa, and other financial players. More than 100 ecosystem partners, including banks, payment networks, asset managers,...