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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.

30,594 signal articles · 134 in last 24h · 155,290 total before filter · latest 38m ago
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SK Hynix’s $38 billion buildout has a name attached: Nvidia
TheStreet47d agoneutral
SK Hynix’s $38 billion buildout has a name attached: Nvidia

Every high-end NvidiaAI chip that ships this year comes bundled with someone else’s manufacturing bet. The stacked memory wrapped around each processor, the component that lets a GPU actually move data fast enough to be useful, comes almost entirely from one supplier. SK Hynix Inc. (SKHY) is that ...

Investing.com47d agoneutral
Humanoids are as much a compute story as a robotics one

Investing.com -- Humanoid robots could create demand for data-centre infrastructure, AI accelerators, memory and edge processors well before widespread commercial deployment begins, according to Barclays analysts mapping more than 100 companies across the emerging value chain.

AMD just made bold move to challenge Nvidia
TheStreet48d agoneutral
AMD just made bold move to challenge Nvidia

Advanced Micro Devices (AMD) has spent 2026 proving it can compete with Nvidia in the artificial intelligence race. Its stock has more than doubled this year, and its data center business is growing fast. Now AMD is trying something different. The company just bought a small Toronto startup ...

Nvidia to invest up to $3 billion in Lancium, the Information reports
Reuters48d agoneutral
Nvidia to invest up to $3 billion in Lancium, the Information reports

Nvidia will invest ‌up to $3 billion in ​Blackstone backed power infrastructure developer Lancium, the company behind Stargate, ‌the Information ⁠reported on Friday. Nvidia will get a ⁠20% stake in Lancium for ​the first $2 ​billion ​investment, and its ‌stake could grow to an additional $1 billion if Lancium hits certain thresholds, the ‌report said, citing ​people ​familiar ​with the matter. Nvidia ‌and Lancium did ​not ​immediately respond to Reuters requests for ​comment.