Notícias

IREN Limited (NASDAQ:IREN) shares are trading lower premarket on Thursday after the company reported weaker-than-expected fourth quarter fiscal 2026 results. Earnings Snapshot The company reported an adjusted loss per share of 74 cents, missing the analyst estimate of a loss of 49 cents. Revenue of $137.2 million missed the $142.32 million consensus estimate. Revenue declined $7.6 million sequentially as IREN decommissioned mining hardware ahead of GPU installations. The company reported a $684

A forecast of 70% revenue growth next fiscal year broke Nvidia's four-quarter streak of post-earnings stock declines

Apple is locking in developers as they rush toward deskside AI.

Take-Two Interactive Software Inc. (NASDAQ:TTWO) shares rose 2.

Large-cap stocks are known for their staying power and ability to weather market storms better than smaller competitors. However, their sheer size makes it more challenging to maintain high growth rates as they’ve already captured significant portions of their markets.

Microsoft and Amazon have both soared since Q2 wrapped up.

South Korean chipmaker SK Hynix (NASDAQ:SKHY) said Thursday it will begin volume production of next-generation HBM4E chips at its Indiana facility in the third quarter of 2029, as CEO Kwak Noh-Jung warned the current memory shortage will persist through 2030. Billion-Dollar Bet on U.S. AI Supply Chain The more than $4 billion project will expand SK Hynix’s presence in the United States as growing AI investment drives demand for high-bandwidth memory. The site at Purdue Research Park will allow t

Nvidia trades at just 15 times next year’s earnings, way below the broader market. Apple offers the chip maker a road map out of its P/E funk.

In August 2026, IREN Limited reported full-year revenue of US$707.0 million and a net loss of US$702.6 million, while also outlining a major expansion toward roughly 1.2 gigawatts of AI-focused data center capacity backed by about US$19.0 billion in recent funding. Alongside these results, IREN disclosed roughly US$4.0 billion in contracted annualized recurring revenue for its 2026 capacity, including a large Microsoft commitment and a new multi-year deal with a leading AI lab that leaves...

Burry’s Nvidia calls gained 50% to 60% in under a day after the stock rallied about 9%.

C3.ai is focused on delivering AI software, while Oracle is an AI infrastructure play.

After a sharp pullback, one of the world's most dominant companies is trading at a steep discount to the market, forcing investors to decide if they are looking at a bargain or a warning sign.

A powerful business engine has fueled this data stock's long-term run, but a recent pullback forces every investor to ask if the ticket price already accounts for the journey ahead.

Apple recently launched new Mac mini and Mac Studio desktops powered by its first 2-nanometer M6 chip and high-end M5 Ultra, sharply boosting on-device AI performance, connectivity, and support for next-generation Siri AI and Apple Intelligence features. This AI-centric hardware refresh, paired with anticipation for September’s first major product event under incoming CEO John Ternus, underlines how Apple is trying to anchor future growth in local AI computing rather than cloud-heavy...

IREN (NASDAQ:IREN) said it ended fiscal 2026 with $4 billion in contracted annualized recurring revenue, or ARR, for its 2026 capacity, including $1 billion that was operating following Microsoft’s acceptance of the Horizon 1 deployment. Co-Founder and Co-CEO Daniel Roberts said the company’s AI cl

The ETF milestone challenging the S&P’s biggest names

Nvidia broke out on earnings but didn't have coattails. Meanwhile several software stocks flashed buy signals on a trio of earnings. Fed chief Kevin Warsh's big speech looms.

Blowout second-quarter results sent Nvidia’s shares surging 8.7%, their steepest one-day jump since April 2025, adding $442 billion to the company’s market value. That trails only a $450 billion one-day gain by Microsoft in July as the largest such jump ever.

Concerns about the profitability of artificial-intelligence ventures, convoluted debt deals underpinning data centers, and the future of chip demand had left some on Wall Street worried that the AI trade was petering out. Then Nvidia arrived with a nearly half-trillion-dollar shot in the arm. The chip maker’s otherworldly growth has become so ingrained in Wall Street’s psyche that many investors expect the company to beat expectations, leaving shares sliding in six of the past eight post-earnings trading sessions.

23% That’s how much Salesforce’s shares jumped on Thursday. Big days for Salesforce, Nvidia, CrowdStrike and other tech stocks helped power the S&P 500 to a 0.7% gain. The tech sector overall soared 3.

The near-term setup for Marvell Technology Inc. (NASDAQ: MRVL) looks promising. Marvell has already delivered another beat-and-raise Wall Street was looking for, but the more compelling story is what could unfold over the coming years. The company’s second-quarter ​sales rose 37% to $2.74 billion, beating estimates ​of $2.71 billion, while adjusted profit came in at 94 […]

SpaceX would be right at home among the "Magnificent Seven."

Nvidia Corp. added $442 billion to its market value on Thursday in the second-largest one-day gain by any stock in history.

Microsoft (NASDAQ:MSFT) is seeing enterprise customers move beyond artificial intelligence experimentation toward broader production deployments centered on governance, scalable infrastructure and measurable business outcomes, according to Bill Duff, corporate vice president and CFO of Global Commer

Nvidia Reportedly Makes Huge $12.9 Billion Move to Expand Beyond AI Chips

The chip forecast strengthens Azure's demand case while leaving Microsoft's infrastructure returns under scrutiny.

With NVIDIA finally delivering its results, we've now heard from the entire Magnificent Seven group this earnings cycle. Overall results from the group again reflected strength, reinforcing why they remain top-tier stocks investors should have exposure to.

NVIDIA's $108B forecast highlights AI-quantum convergence, putting Quantinuum and QUBT in focus as hybrid computing commercialization advances.

Podcaster and tech analyst Dwarkesh Patel warned that a surge in AI-driven investment and potentially higher interest rates could severely hurt traditional, Warren Buffett-style value equities.The Discount Rate ThreatPatel argues that as frontier labs like OpenAI or Anthropic rapidly scale...

Microsoft (NasdaqGS:MSFT) is in focus after Bill Gates publicly backed a tax on AI and robots aimed at supporting human employment. Gates' proposal adds a new policy angle to debates on how fast companies adopt AI and automation technologies. Separately, Microsoft agreed a new collaboration with HUMAIN to expand Arabic-language AI use in Saudi Arabia and the wider Middle East. For investors, the mix of AI policy debate and rising demand for the infrastructure that powers these systems can...