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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’s Rubin reassurance protects a much bigger AI bet
TheStreet80d agoneutral
Nvidia’s Rubin reassurance protects a much bigger AI bet

Nvidia (NVDA) CEO Jensen Huang has pushed back against reports that manufacturing problems could delay the company’s next artificial intelligence platform, Bloomberg reported. If those reports were wrong, it would protect investors far more than just a single product launch. Nvidia's rapid growth ...

Beyond the Nvidia boom: portfolio manager likes AI stocks TSMC, ASML
Reuters Videos80d agoneutralVIDEO
Beyond the Nvidia boom: portfolio manager likes AI stocks TSMC, ASML

<body><p>STORY: While the "long-term story" regarding Nvidia's success "remains intact," Casey noted the chipmaker's stock this year "has been outperformed by other areas" of the AI trade.</p><p>Casey named "picks and shovels" firms Taiwan Semiconductor and ASML as being sound investments, with the latter "a really strong business" that makes lithography machines used "to make the chips."</p><p>But he's tepid about cloud storage companies such as Western Digital, saying that some of those stocks went "from being dirt cheap to being super expensive overnight. That's not really the kind of beat and raise long-term growth story that we look for," he added.</p></body>

Most Stocks Gained, but Chip Selloff Drags Market
Barrons.com81d agobearish
Most Stocks Gained, but Chip Selloff Drags Market

The Nasdaq, the S&P 500, and the Dow ended Thursday's session lower, but if you take a closer look, most of the market is actually holding up all right. The tech-heavy Nasdaq saw the most dramatic declines since tech stocks led the selloff, down 1.5%. The S&P 500 fell 0.5% and the Dow dropped 0.2% or 105 points.