Notícias

Asking for a Trend Host, Josh Lipton, tees up the key events investors should watch in the week ahead, starting Monday, August 31, with earnings from Dell (DELL), Palo Alto Networks (PANW), Lululemon (LULU), and Snowflake. (SNOW) On Wednesday, Broadcom's (AVGO) results will offer another read on the AI trade. Then on Friday, investors will get the August jobs report, with economists expecting the unemployment rate to hold steady at 4.1%

Klein's bullish thesis rests on a convergence of deeply negative sentiment, a near-unbroken historical earnings track record, and an expectation that CEO Hock Tan will directly confront the dominant bear narrative on the call. Broadcom is the most direct publicly traded expression of the custom ASIC AI chip debate — the market's current verdict on whether Google's in-house chip development will erode AVGO's hyperscaler revenue is weighing visibly on the stock.

By Lewis Krauskopf NEW YORK, Aug 28 (Reuters) - A fresh look at the U.S. labor market in the coming week along with quarterly results from semiconductor company Broadcom will test a market rally that

Marvell Technology (NASDAQ:MRVL) reported record fiscal second-quarter 2027 revenue of $2.739 billion, up 13% sequentially and 37% from a year earlier, as demand for data-center connectivity and custom silicon products continued to rise. Chairman and Chief Executive Officer Matt Murphy said revenue

On Aug. 27, 2026, the tech giant reported $96.2 billion in quarterly revenue, up 106% year over year, resetting expectations for AI spending power.

Eric Criscuolo, Market Strategist at the NYSE, recaps a week driven by three highly anticipated catalysts — PCE, Nvidia earnings, and Jackson Hole — following a quiet, range-bound start as markets awaited the key events. A breakthrough in Iran-Strait of Hormuz negotiations pulled oil sharply lower mid-week, lifting tech and setting a constructive tone heading into earnings. Nvidia delivered another blowout quarter with 75% revenue growth guidance for fiscal 2028, while Salesforce surged over 20% and helped the broader software group shake off AI disruption fears. Looking ahead, Fed Chair Warsh's Jackson Hole speech and next week's jobs report, ISM data, and earnings from Broadcom, Dell, and Snowflake will set the tone as summer unofficially comes to a close.

Nvidia's Strong AI Demand Sends Intel, AMD and Broadcom Stocks Higher

By Raphael Satter WASHINGTON, Aug 27 (Reuters) - Major tech companies including OpenAI, Anthropic, Microsoft, Alphabet, and Amazon are calling for a society-wide defensive surge to defeat what they

Cathie Wood’s ARK Investment Management bought a total of 57,705 AVGO shares across three of its funds.

The company nearly doubled its long-term non-handset target in June, while a faster Apple exit and a cost squeeze went straight into the near-term numbers.

PCE Inflation Increased More Than Expected

The day before Nvidia reports earnings that analysts expect to roughly double year over year, OpenAI dropped a chip benchmark that rattled the AI hardware world and forced a question no investor wanted to sit with overnight.

Stock futures were pointing lower ahead of what’s likely to be a big day for the tech sector and the broader market.

BMO’s Harsh Kumar just ranked Broadcom second only to Nvidia in AI chips.

Moor Insights & Strategy founder, CEO, and chief analyst Patrick Moorhead speaks with Josh Lipton about what Nvidia's (NVDA) margins and balance sheet may be conveying about the chip giant ahead of its second quarter earnings release on Wednesday, August 26.

Jalapeno chip will let OpenAI customers choose models that offer lower cost or faster answers

President Donald Trump bought up to $50,000 in Space Exploration Technologies Corp (NASDAQ:SPCX) shares shortly after the Elon Musk-led company’s record IPO. Trump Bought SpaceX Shares After Record IPO Trump purchased between $15,001 and $50,000 worth of SpaceX shares on June 23, according to a financial disclosure signed Aug. 12 and released Saturday. The transaction was among more than 1,000 stock trades made by Trump in June. It also included sizable investments in Berkshire Hathaway (NYSE:BR

The U.S. Treasury chief threatened economic sanctions against any country doing business with Iran.

By Saeed Azhar, Purvi Agarwal and Niket Nishant NEW YORK, Aug 24 (Reuters) - The S&P 500 and Nasdaq ended lower on Monday, pulled down by technology stocks, as investors weighed fresh U.S. economic

Here’s what the Point72 founder’s latest portfolio moves say about where AI infrastructure money is heading next.

Investing.com -- Bond traders increased credit risk measures for Broadcom Inc. as the company provides financial support for large AI-related financing packages.

Marvell has surged further than almost any semiconductor stock in 2026, and now it faces a confirmed earnings event in three sessions with options volume piling up on both sides. The question is whether that lead becomes a liability before the August 27 print arrives.

Bond traders have ramped up measures of credit risk associated with Broadcom Inc. as it backstops mega financing packages for the buildout of artificial intelligence.

Chip stocks are selling off at twice the rate of broad tech ahead of NVIDIA's most consequential earnings report in years, and the name leading the group lower has nothing to do with NVIDIA at all.

The chipmaker remains dominant for now, but an onslaught of companies is encroaching on its territory.

Aug 24 (Reuters) - S&P 500 and Nasdaq futures slipped on Monday as investors prepared for a pivotal week marked by the prospect of fresh U.S. sanctions on Iran, Federal Reserve Chair Kevin Warsh's

A massive new hardware deal is rewriting the rules for AI silicon suppliers.

Anthropic PBC has hired Amir Salek, a founder of the custom chip program at Alphabet Inc.’s Google, as the AI lab lays the groundwork for a push into making its own semiconductors.

On this episode of Stock Movers: - Broadcom (AVGO) is in talks with a group of lenders to raise more than $60 billion in debt for an AI chip financing deal that will benefit Anthropic PBC and other companies, according to people with knowledge of the matter. - Ross Stores (ROST) shares climb after the off-price retailer boosted its earnings per share forecast for the full year. The company said it saw strength throughout the second quarter, with comparable store sales growth supported by "both an increase in new customers and higher engagement from existing customers." - BJ's Wholesale (BJ) boosted its adjusted earnings per share guidance for the full year; the guidance beat the average analyst estimate.

After ripping through the first half of the year, memory stocks are struggling to regain momentum as growing concerns about the state of the artificial intelligence trade overshadow their strong fundamental backdrop.