Q
QuantAbundanceAbundância, quantificada.

Notícias

Apenas manchetes de alto sinal - eventos macro, resultados, M&A, regulatório. Listicles e clickbait de analistas filtrados por padrão. Atualizado a cada hora.

30,603 signal articles · 135 in last 24h · 155,410 total before filter · latest 54m ago
135last 24h
854last 7d
146● bullish (7d)
90● bearish (7d)
214publishers
AllMacro192Earnings103M&A126Regulatory20Product22Analyst19
✕ clear all filtersticker: AMDSentiment:bullishneutralbearish✓ showing all (incl. clickbait)
AMD sinks on revenue forecasts as competition with Nvidia grows more apparent
Yahoo Finance Video51d agoneutralVIDEO
AMD sinks on revenue forecasts as competition with Nvidia grows more apparent

Advanced Micro Devices (AMD) stock pulls back on Wednesday since the chipmaking giant topped second quarter earnings estimates alongside increased capex spending that may have shocked investors. Morning Brief Host Julie Hyman is joined by Yahoo Finance Senior Reporter Pras Subramanian and Breaking News Reporter Jake Conley to react to AMD's projections and its growing competition with Nvidia (NVDA).

Is Super Micro Computer (SMCI) Fully Valued On Its New AI Server Push?
Simply Wall St.51d agoneutral
Is Super Micro Computer (SMCI) Fully Valued On Its New AI Server Push?

Super Micro Computer (SMCI) is back in focus after rolling out new high-density AI data center racks and H15 servers, paired with management’s confident AI demand outlook and reinforced ties to Nvidia, AMD, and Intel. See our latest analysis for Super Micro Computer. Those new AI racks and H15 servers have arrived alongside a sharp short-term rebound in Super Micro Computer’s stock, with a 7 day share price return of 23.31% and a 30 day share price return of 16.55%. However, the 1 year total...

AMD’s Data-Center Strength
The Wall Street Journal51d agoneutral
AMD’s Data-Center Strength

$1.4 trillion That's how big the market for data center AI accelerators—microchips designed to process tasks like machine learning—will be by 2030, according to Advanced Micro Devices CEO Lisa Su. During yesterday's earnings call, she said the data-center market is expanding “far more rapidly than we projected just six months ago," boosting her company's growth prospects.

Is Dell (DELL) Quietly Becoming the Backbone of AI Infrastructure Across Sectors?
Simply Wall St.51d agoneutral
Is Dell (DELL) Quietly Becoming the Backbone of AI Infrastructure Across Sectors?

In recent days, Texas A&M Engineering Experiment Station announced it selected Dell Technologies to design and build IGNITE, a new AI and high‑performance computing platform that will use Dell PowerRack systems with liquid‑cooled PowerEdge servers and AMD Instinct MI355X GPUs, deployed at an Equinix data center in Dallas. At the same time, Dell’s role as a core technology partner in large AI infrastructure builds like IGNITE and Volta Infra Holdings’ Nvidia‑backed cloud platform highlights...

Middle East optimism lifts sentiment as SpaceX and AMD earnings dominate attention: Dow Jones, S&P, Nasdaq, Wall Street Futures
InvestorsHub51d agoneutral
Middle East optimism lifts sentiment as SpaceX and AMD earnings dominate attention: Dow Jones, S&P, Nasdaq, Wall Street Futures

US stock futures edged higher on Wednesday as investors reacted to renewed hopes of easing tensions in the Middle East, while corporate earnings from SpaceX (NASDAQ:SPCX), Advanced Micro Devices (NASDAQ:AMD) and Novo Nordisk (NYSE:NVO) drove significant pre-market trading. Although geopolitical developments supported overall market sentiment, investors also assessed company-specific news, particularly Elon Musk’s latest comments, which weighed on both SpaceX and AMD shares.

Stocks to Watch: SpaceX, AMD, Disney
The Wall Street Journal51d agoneutral
Stocks to Watch: SpaceX, AMD, Disney

↘️ Space Exploration Technologies (SPCX): Elon Musk’s space company said its capital expenditures hit $18.4 billion in its most recent quarter. Shares fell 9% in premarket trading. ↘️ Advanced Micro Devices (AMD): The chip maker's stock tumbled premarket following Musk's comments that SpaceX would no longer buy AMD chips.