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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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Nvidia, Micron just got hit by an AI model from Beijing
TheStreet75d agoneutral
Nvidia, Micron just got hit by an AI model from Beijing

Every market boom eventually runs into the same problem, and it rarely shows up where investors expect it. You ride a simple story — in this case, artificial intelligence needs endless chips and data centers — straight up the chart until the numbers stop feeling real. Then something jolts the ...

Nebius (NBIS) Soars on Nvidia 9.3% Stake; Hedge Fund Bets More Than Double
Insider Monkey75d agobullish
Nebius (NBIS) Soars on Nvidia 9.3% Stake; Hedge Fund Bets More Than Double

Nebius Group extended its winning streak to a third consecutive day on Tuesday, jumping 18.78 percent to finish at $216.92 apiece, after Nvidia Corp. helped boost investor confidence in the company following its acquisition of a 9.3 percent stake. The purchase followed the two companies’ investment and partnership announcement earlier this year, under which they […]

Big Tech's big AI spending is 'a good thing' right now
Yahoo Finance Video75d agoneutralVIDEO
Big Tech's big AI spending is 'a good thing' right now

The Nasdaq Composite (^IXIC) led US stocks (^DJI, ^GSPC) to daily gains on Tuesday as chip stocks began to show signs of recovering from last week's sell-off. Investors' eyes are especially wide on Big Tech earnings expected out this week. Prime Capital Financial CIO Will McGough sits down with Josh Lipton to comment on what tech investors will want to see in Alphabet's (GOOG, GOOGL) earnings and the rest of the Magnificent Seven performances.

Associated Press75d agoneutral
How major US stock indexes fared Tuesday 7/21/2026

The Dow Jones Industrial Average added 0.7%, and the Nasdaq composite climbed 1.3%. Micron Technology and Nvidia were the two strongest forces lifting the market as AI stocks climbed for a second straight day after tumbling the week before. The Nasdaq composite rose 329.13 points, or 1.3%, to 25,837.21.

Investing.com75d agoneutral
Databricks CEO said they are ’running out of GPUs everywhere’

"We are running out of GPUs," Ghodsi said on CNBC, framing the GPU shortage not as a near-term planning challenge but as an operational constraint pressing hard on the business right now. Surging demand for Databricks' open-source AI model hosting has apparently exhausted GPU capacity across multiple regions, making fresh capital a matter of operational necessity rather than opportunistic growth financing.