Notícias
Apenas manchetes de alto sinal - eventos macro, resultados, M&A, regulatório. Listicles e clickbait de analistas filtrados por padrão. Atualizado a cada hora.
OKTA shares jump 28.63% after Q2 results beat estimates, as stronger bookings, enterprise demand and AI-agent security boosted its outlook.
Amazon is surging 4% on a massive GPU expansion deal with the very chip supplier that is simultaneously sinking 4% on the same news. The split tells a story about where Wall Street thinks AI infrastructure profits are really going.
A major Wall Street analyst raised its price target hard after digging into one part of the earnings report.
The AI-security opportunity could generate cloud demand, but the signatories also promised access, training and financial support.
“Big Short” investor Steve Eisman warned on CNBC’s “Fast Money” on August 13 that OpenAI and Anthropic account for roughly 70% of AI-related revenue at Microsoft, Amazon, Google, and Oracle, and as much as 25% to 35% of those companies’ cloud revenue. “The futures of these massive companies, in a sense, are a bet that […]
For Oracle stock, the upside now depends less on the size of the order book than on the pace at which the company can energize what it has already sold.
Lambda Inc., an AI cloud-computing provider backed by Nvidia Corp., has raised about $1 billion of private short-dated debt for computing chips tied to its collaboration with Microsoft Corp.
Alphabet and NVIDIA both just reported blockbuster earnings, but two legitimate ways of measuring profit point to opposite winners. The answer hinges on whether a massive paper gain from a single private-company stake counts as real money.
Microsoft is the IBD Stock Of The Day. The software leader moved above another buy point following a recent breakout.
The biggest issue for the Fed is what effect AI will have on employment. In the past, new general purpose technologies like AI have always destroyed some jobs, but created more than what was lost.
Alphabet's surging Google Cloud revenues, AI adoption and $514B backlog sharpen its challenge to Microsoft and Amazon despite capacity constraints.
Cerebras expands AI inference infrastructure across Europe and Canada as it targets global demand and challenges NVIDIA and Microsoft.
Microsoft (MSFT) reported earnings 30 days ago. What's next for the stock? We take a look at earnings estimates for some clues.
In recent days, analysts became more optimistic about NetApp’s July 2026-quarter earnings, highlighting an anticipated earnings beat on rising consensus estimates and positive Earnings ESP. At the same time, NetApp’s repeated recognition as a Leader in Gartner’s 2026 Magic Quadrant for Enterprise Storage Platforms underscored its positioning in hybrid cloud and AI-ready storage, adding to the improving sentiment ahead of results. We will now examine how this growing analyst optimism around...
Stocks trading between $10 and $50 can be particularly interesting as they frequently represent businesses that have survived their early challenges. However, investors should remain vigilant as some may still have unproven business models, leaving them vulnerable to the ebbs and flows of the broader market.
Take-Two whet the appetite of gamers for its highly anticipated title “Grand Theft Auto 6” with a video preview. TTWO stock rose on Friday.
Azure just crossed $100 billion and commercial bookings are stacking up at a pace that redefines what valuation ceiling even means for a company this size. The math toward an unprecedented market cap milestone is closer than most investors realize.
Amazon is pouring hundreds of billions into AI infrastructure while free cash flow turns negative, yet something unexpected is showing up in its retail data that suggests this spending may be doing far more than powering cloud servers.
More than 100 companies just signed an open letter warning that AI-powered cyberattacks will arrive sooner than governments are ready for, and the list of who signed it raises as many questions as the threat itself.
Elon Musk recently predicted $1 trillion in annual SpaceX revenue by the end of the decade. He sees a much higher number by 2033.
IREN says that FY26 AI cloud capacity is largely sold out, putting delivery, funding and FY27 contracting in focus as ARR is set to top $4B by December.
When a stock experiences a golden cross technical event, good things could be on the horizon. How should investors react?
A nearly $640 million writedown just sent IREN tumbling despite its AI Cloud business more than doubling, and the question now is whether today's selloff reflects a company in crisis or one eating a painful but necessary transition cost.
Futures wavered while Treasury yields rose before Fed chief Kevin Warsh's Jackson Hole speech. Marvell, Affirm, PayPal are big movers.
The cloud gaming sector is poised for substantial growth, particularly within the traveler segment, as advancements in 5G technology, edge computing, and increased travel fuel demand for entertainment on the go. Projections indicate the market will grow from $3.2 billion in 2025 to $4.1 billion in 2026, with expectations to reach $11.03 billion by 2030. This expansion is driven by factors such as enhanced mobile connectivity, widespread adoption of portable gaming devices, and rising interest...
Elon Musk recently predicted $1 trillion in annual SpaceX revenue by the end of the decade. He sees a much higher number by 2033.