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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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Forget AMD: Amazon Declares War on Nvidia by Selling Its Own AI Chips
24/7 Wall St.105d agobearish
Forget AMD: Amazon Declares War on Nvidia by Selling Its Own AI Chips

The artificial intelligence boom has triggered one of the largest infrastructure buildouts in technology history. The largest cloud providers are on pace to spend more than $750 billion on AI infrastructure this year alone. For years, much of that spending flowed directly to Nvidia (NASDAQ:NVDA), whose GPUs became the gold standard for training and running ... Forget AMD: Amazon Declares War on Nvidia by Selling Its Own AI Chips

CVS Health (CVS) Launches Aluminum Bottles And Missouri Maternal Health Clinics
Simply Wall St.105d agobearish
CVS Health (CVS) Launches Aluminum Bottles And Missouri Maternal Health Clinics

CVS Health is rolling out a first of its kind aluminum bottle for store branded over the counter products across its national pharmacy network. The company is also funding mobile maternal health clinics in underserved rural areas of Missouri, focused on prenatal and mental health services. These moves expand CVS Health’s sustainability and community health efforts beyond its core retail and insurance operations. For investors watching NYSE:CVS, these announcements add context around how the...

USA Rare Earth (USAR) Commissions Rare Earth Facility As The West Seeks China Alternatives
Simply Wall St.106d agobearish
USA Rare Earth (USAR) Commissions Rare Earth Facility As The West Seeks China Alternatives

USA Rare Earth (NasdaqGM:USAR) has commissioned a hydrometallurgical demonstration facility, adding heavy rare earth oxide production capacity in the West. The move comes as G7 countries work to reduce reliance on China for rare earths, highlighting the role of alternative supply sources. USA Rare Earth enters this news cycle with its shares at $23.55 and a recent track record that includes the stock rising 15.8% over the past week and 66.4% year to date. For readers tracking the rare...

Ciena Corporation (CIEN) and Colt Technology Services Complete Quantum-safe Data Transmission
Insider Monkey106d agobearish
Ciena Corporation (CIEN) and Colt Technology Services Complete Quantum-safe Data Transmission

Ciena Corporation (NYSE:CIEN) is among the Best Photonics Stocks. On June 10, Ciena Corporation (NYSE:CIEN) and Colt Technology Services reported they completed a transatlantic trial transmitting safe quantum data at 800GbE across 6,900km between New York and London. It marked one of the fastest demonstrations of its kind. The companies stated that the test used Ciena’s […]

Satya Nadella Has Positioned Microsoft to Grow. Investors Are Missing the Point.
Barrons.com106d agobearish
Satya Nadella Has Positioned Microsoft to Grow. Investors Are Missing the Point.

When Satya Nadella became Microsoft CEO in 2014, the software company was stuck in the mud. Its Windows and Office franchises had matured, and forays into consumer devices and mobile operating systems had failed. Nadella, 58, regained investor confidence with a shift to the cloud and a less cutthroat culture.

Johnson & Johnson’s Erleada Cuts Risk of Cancer Spread or Death by 20%, Reuters Reports
Insider Monkey106d agobearish
Johnson & Johnson’s Erleada Cuts Risk of Cancer Spread or Death by 20%, Reuters Reports

Johnson & Johnson (NYSE:JNJ) is included among the Dividend Stock Portfolio: Top 10 Stocks to Buy According to Reddit. On May 31, Reuters reported that Johnson & Johnson (NYSE:JNJ)’s prostate cancer drug Erleada, when used alongside hormone-blocking therapy for six months before and after prostate surgery, improved the chances of eliminating cancer and lowered the […]