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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.

31,194 signal articles · 79 in last 24h · 159,786 total before filter · latest 55m ago
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Nvidia Stock Gets a SpaceX Boost as Chip Rival Stumbles
Barrons.com57d agoneutral
Nvidia Stock Gets a SpaceX Boost as Chip Rival Stumbles

Nvidia stock was gaining early Wednesday after the chip maker got a vote of confidence from Elon Musk’s SpaceX It might not be hurting that its chief artificial-intelligence processor rival Advanced Micro Devices looks set for a bad day. Nvidia shares were up 2.5% at $217.30 in the premarket. The move comes after SpaceX said it would exclusively use Nvidia AI chips.

AMD falls as investors seek bigger AI payoff
Reuters57d agobearish
AMD falls as investors seek bigger AI payoff

Advanced Micro Devices shares declined before the bell on Wednesday as the chipmaker's stronger-than-expected revenue forecast ‌fell short of lofty expectations and investors sought clearer ‌signs that a multibillion-dollar AI spending boom will translate into faster growth. The move underscores elevated expectations facing AMD as it aims to challenge Nvidia's dominance amid intensifying competition with Intel racing to ‌regain technology leadership after ⁠strong results. "We suspect expectations had moved higher following Intel's results a couple of weeks ago, and the ⁠buyside already has a fairly bullish outlook," said Stacy Rasgon, analyst at Bernstein.

AMD falls as investors seek bigger AI payoff
Reuters57d agobearish
AMD falls as investors seek bigger AI payoff

Advanced Micro Devices shares declined before the bell on Wednesday as the chipmaker's stronger-than-expected revenue forecast ‌fell short of lofty expectations and investors sought clearer ‌signs that a multibillion-dollar AI spending boom will translate into faster growth. The move underscores elevated expectations facing AMD as it aims to challenge Nvidia's dominance amid intensifying competition with Intel racing to ‌regain technology leadership after ⁠strong results. "We suspect expectations had moved higher following Intel’s results a couple of weeks ago, and the ⁠buyside already has a fairly bullish outlook," said Stacy Rasgon, analyst at Bernstein.

Bloomberg57d agoneutral
US Ban on Chinese Optical Parts Hurts Hyperscalers, Report Says

(Bloomberg) -- A potential ban on the import of Chinese optical transceiver modules into the US would inflict collateral damage on US hyperscalers, exacerbating a supply bottleneck that no American firm can ease, research firm Counterpoint warned on Wednesday.Most Read from BloombergTrump Says Iran Talks Going Well as Hopes Rise for Hormuz DealTaco Bell Met With Michigan on Parasite Weeks Before RecallBeer Dynasty Families Sell €731 Million Stake in AB InBevChina’s AI Blitz Creates ‘Death Zone’

AI demand pushes Foxconn's monthly revenue to record in July
Reuters57d agoneutral
AI demand pushes Foxconn's monthly revenue to record in July

Monthly revenue at Taiwanese contract electronics manufacturer Foxconn hit a record ‌in July, surpassing T$900 billion ($27.93 billion) for ‌the first time as strong demand for AI products boosted sales, ​the company said on Wednesday. Foxconn, a major supplier to Nvidia and Apple, said revenue last month rose 54.2% from a year earlier to T$946.5 billion. Its cloud ‌and networking products division, ⁠which includes AI servers, saw strong growth, benefiting from "strong pull-in momentum for AI ⁠products", the company said.

Bloomberg57d agoneutral
Nvidia Partner Hon Hai’s Sales Rise 54% on Strong AI Demand

(Bloomberg) -- Hon Hai Precision Industry Co. reported a 54.2% increase in monthly sales, signaling sustained demand in global AI infrastructure buildout by customers such as Nvidia Corp.Most Read from BloombergTrump Says Iran Talks Going Well as Hopes Rise for Hormuz DealTaco Bell Met With Michigan on Parasite Weeks Before RecallBeer Dynasty Families Sell €731 Million Stake in AB InBevChina’s AI Blitz Creates ‘Death Zone’ for Rival US Model MakersSpaceX’s AI Splurge Puts a Damper on Debut Earni

SpaceX's earnings beat runs into a $116bn problem
Proactive57d agobullish
SpaceX's earnings beat runs into a $116bn problem

SpaceX Corp (NASDAQ:SPCX) did almost everything investors had asked of it in its first quarterly report as a public company, and the shares fell anyway. Revenue of $7.8 billion for the April to June quarter came in ahead of the $6.81 billion analysts had pencilled in, and adjusted earnings...

Fidelity National Information Services Q2 Earnings Call Highlights
MarketBeat57d agoneutral
Fidelity National Information Services Q2 Earnings Call Highlights

Fidelity National Information Services (NYSE:FIS) reported second-quarter results marked by stronger Banking Solutions growth, expanding margins and sharply higher cash flow, while reducing its full-year outlook for Capital Markets because of weaker professional-services sales and slower backlog con

Energy Transfer Q2 Earnings Call Highlights
MarketBeat57d agoneutral
Energy Transfer Q2 Earnings Call Highlights

Energy Transfer (NYSE:ET) reported second-quarter adjusted EBITDA of approximately $5.1 billion, up from about $3.9 billion a year earlier, supported by record gathering, NGL transportation and export, and crude oil transportation volumes. Distributable cash flow attributable to partners, as adjuste

Emerson Electric Q3 Earnings Call Highlights
MarketBeat57d agoneutral
Emerson Electric Q3 Earnings Call Highlights

Emerson Electric (NYSE:EMR) reported third-quarter fiscal 2026 results that exceeded its expectations, citing broad-based order growth, stronger demand in North America and Asia, and continued momentum in power generation, semiconductors and test and measurement. President and Chief Executive Offic

DaVita Q2 Earnings Call Highlights
MarketBeat57d agoneutral
DaVita Q2 Earnings Call Highlights

DaVita (NYSE:DVA) reported second-quarter results that management said were broadly in line with expectations, supported by accelerating treatment-volume growth and lower mortality among patients. The kidney-care company reaffirmed its full-year 2026 guidance, while outlining plans to expand access