Notícias

Bank of America sees the semiconductor market entering a growth phase that extends well beyond today's AI spending cycle.

Nvidia's third-quarter revenue guidance already looks aggressive, but its recent execution and changing revenue mix suggest there may still be room for upside.

NVIDIA's broader AI ecosystem, stronger profitability and lower valuation give it an edge over Broadcom as AI spending accelerates.

AI spending faces fresh scrutiny, but NVIDIA and Hewlett Packard are positioned at the AI-quantum computing convergence.

A convertible note offering spooked investors.

The Vanguard Energy ETF may be a surprising choice in advance of a Fed rate hike, but it's got history on its side.

Yesterday Wall Street feared an AI slowdown. Today it found something older to worry about.

Chipotle shares fell 6.4% Tuesday as Brent crude pushed past $109 and the 10-year Treasury yield hit its highest level in nearly 20 years.

These stocks are all up more than 900% since September 2021.

Nvidia stock is not for the faint-hearted.

Bitcoin fell 4% Tuesday morning.

These chipmakers operate in entirely different parts of the data center supply chain.

Should investors treat Saylor's forecast for 30% annualized returns for Bitcoin over the next 20 years as a buying signal?

History says you should buy NVDA stock right now

Tech stocks were mixed Tuesday afternoon, with the State Street Technology Select Sector SPDR ETF (X

Bill Ackman closed his Netflix position in 2022. A 50% drawdown and a collapsed multiple brought him back.

GE Vernova finds itself in a fight it didn’t pick, besieged on two fronts. The stock been battered as investors fret that an industry-recommended AI development deceleration will hit growth. On Friday, Jefferies backed Vernova stock, pointing out that as electricity demand grows, along with Vernova’s installed base of power equipment, so does its parts and service revenue.

(Updates with latest market prices and developments.) US benchmark equity indexes fell intraday a

Cisco has introduced advanced Splunk integrations and an extended partnership with Nvidia to give enterprises real-time spend tracking and AI-driven security automation.

Palantir Technologies' (PLTR) software demand is running ahead of the company's ability to meet it,

Nebius is undergoing huge expansion, but it comes with a caveat.

Our AMD (NASDAQ:AMD) call is one of the tougher ones we’ve made this quarter. The stock has done what few thought possible, doubling in months on the back of an AI accelerator story that is finally landing with hyperscalers. The 24/7 Wall St. price target for AMD is $480.90 over the next 12 months, roughly […]

On September 11, Dell Technologies Inc. (NYSE:DELL) shares jumped more than 11% after RBC Capital Markets initiated coverage of the company with an Outperform rating and a price target of $640. The latest rally adds to an already strong year for Dell Technologies Inc. (NYSE:DELL), with the stock having gained over 300% so far in […]

Moby summary of Vera Bradley, Inc.'s Q2 2027 earnings call

On Sept. 15, 2026, technology stocks face headwinds while rising crude weighs on industrials.

People in their 30s may need to invest less than $500 per month to be on track to retire with $1 million.

Number That Reframes the Vera Rubin Trade Inside an NVIDIA (NASDAQ:NVDA) VR200 NVL72 rack-scale AI supercomputer, 70% of the roughly $4 million bill of materials goes to one line item: the Rubin GPUs themselves, excluding their high-bandwidth memory. That figure comes from an HSBC estimated bill of materials for the VR200 NVL72 platform, and it […]

Silver has been sluggish in recent months, but it might not stay that way for much longer.

On Marketplace Morning Report, economist Owen Zidar delivered a number that reframes how investors should think about American wealth. Asked how much the country’s hidden business-owner class actually holds, he answered: “We estimate that there are around 3 million everywhere millionaires who are business owners outside of tech and finance who have at least $5 […]

It is an excellent "forever stock" candidate.