Notícias

So why did a 36% growth quarter set off a double-digit sell-off?

Firmus said on Friday it had raised $2 billion in equity in its ‌latest funding round to speed up the ‌build-out of AI factories in Australia and Asia Pacific, bringing up ​the company's post-money valuation to above $10.5 billion. Here are the details: • The latest funding round saw follow-on participation from Nvidia and tech investor Coatue Management, along with ‌backing from Blackstone's funds ⁠and Jane Street. The raise values Australia-based Firmus post-money above $10.5 billion, nearly double ⁠the $5.5 billion valuation from its earlier round in April.

The South Korean internet company posted resilient second-quarter earnings despite higher AI-related operating costs, supported by solid growth in its core search platform and e-commerce businesses.

Gen Digital (NASDAQ:GEN) reported first-quarter fiscal 2027 results that exceeded its guidance, with revenue, bookings and earnings rising at double-digit rates as growth in trust-based solutions complemented continued momentum in its core cyber-safety business. Chief Executive Officer Vincent Pile

AI CapEx fatigue continues to sour investors as hyperscalers shell out billions on data centers, chips, and power infrastructure without a clear timetable for returns. Wall Street’s been bracing for evidence of the spending boom being a drag on margins, free cash flows, and earnings. Some of the ...

Brookfield (TSX:BN) has completed its acquisition of Oaktree, expanding its global credit management platform. The company has entered a multi billion dollar joint venture with Blackstone and KKR for Kuwait’s entire pipeline network. Brookfield has formed a partnership with NAVER and NVIDIA to build one of the world’s largest AI focused data center infrastructure platforms. Consider expanding your watchlist to other companies shaping AI infrastructure and related assets through 56 AI...

Moby summary of Nuveen Churchill Direct Lending Corp.'s Q2 2026 earnings call

Moby summary of Haemonetics Corporation's Q1 2027 earnings call

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Moby summary of Ligand Pharmaceuticals Incorporated's Q2 2026 earnings call

Moby summary of Acushnet Holdings Corp.'s Q2 2026 earnings call

Twenty years ago, Advanced Micro Devices Inc. (AMD) spent the better part of a decade selling processors into a market Intel dominated, waiting for the moment Intel could not keep pace with demand on its own. That moment eventually arrived, and AMD converted patience into real share of the server ...

Moby summary of Keurig Dr Pepper Inc.'s Q2 2026 earnings call

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Moby summary of Commerce.com, Inc.'s Q2 2026 earnings call

Moby summary of Zoetis Inc.'s Q2 2026 earnings call

Moby summary of Ducommun Incorporated's Q2 2026 earnings call

Moby summary of Immunovant, Inc.'s Q1 2027 earnings call

Moby summary of D-Wave Quantum Inc.'s Q2 2026 earnings call

Moby summary of Townsquare Media, Inc.'s Q2 2026 earnings call

Moby summary of Bentley Systems, Incorporated's Q2 2026 earnings call

Moby summary of Cars.com Inc.'s Q2 2026 earnings call

Moby summary of LifeStance Health Group, Inc.'s Q2 2026 earnings call

MACOM Technology Solutions (NASDAQ:MTSI) reported record fiscal third-quarter results, citing strong demand across its data center, industrial and defense, and telecom markets. The company also issued fourth-quarter guidance that calls for another sequential increase in revenue, margins and adjusted

Moby summary of Targa Resources Corp.'s Q2 2026 earnings call