Apenas manchetes de alto sinal - eventos macro, resultados, M&A, regulatório. Listicles e clickbait de analistas filtrados por padrão. Atualizado a cada hora.
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.
This AI Semi Chip Craze Will Cause Product Inflation
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.
Apple investors were just reminded of how challenging the bottom-line outlook for the iPhone maker is in the near term, thanks to surging memory chip prices.
Memo to Apple investor from Nvidia.
Apple is making the right moves to keep margins high, but shareholders should keep an eye on this space.
Apple just made a major bet on where your AI should live
Wall Street is eagerly anticipating Nvidia Corp.'s earnings on Wednesday afternoon, not so much for what the numbers will say about the chip giant, but for what they mean to artificial intelligence investors and the market itself.
Management put a stunning new number on its full-year earnings, and the market is buying the story. But the real question is whether this is a new era of growth or customers pulling forward tomorrow's demand into today.
Investing.com -- Apple Inc. announced updated Mac mini and Mac Studio desktop computers on Tuesday, featuring new processors and higher starting prices.
The math behind encryption will be no match for quantum computers, forcing organizations to rethink cybersecurity. Here’s what to know.
Between the AI agent craze and the global memory-chip shortage, Apple might struggle to keep these refreshed little powerhouse Macs in stock.
Nvidia (NASDAQ:NVDA) will face a major test when it reports results on Wednesday, with investors looking for evidence that its next-generation Rubin chips can sustain the company’s rapid growth while scrutiny increases over the financing behind the artificial intelligence infrastructure boom. The chipmaker has emerged as the dominant beneficiary of massive investment in AI computing capacity.
Nvidia's results on Wednesday will test whether the company's latest Rubin chips can drive another period of explosive growth, with some investors questioning the sustainability of the AI spending boom. The chipmaker has been the biggest beneficiary of the race to build AI infrastructure. Nvidia's shares have risen 11.8% so far this year and lagged major rivals, with the company briefly ceding its position as the world's most valuable firm to Apple last month.
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 GPU giant's earnings report could serve as a bellwether for memory companies.
This week's major tech news
Chinese smartphone maker Xiaomi on Monday unveiled a new version of its in-house Xring handset processor, betting that deeper control over key components will help strengthen its supply chain and reduce reliance on external chip suppliers. The introduction of Xring O3 comes a year after Xiaomi launched its first proprietary smartphone processor, the Xring O1, marking the latest step in the world's third-largest smartphone vendor's push to join rivals such as Apple, Samsung Electronics and Huawei in developing its own chips. TSMC will manufacture the new chip using its 3-nanometre production technology, two people familiar with the matter said.
Chinese smartphone maker Xiaomi on Monday unveiled a new version of its in-house Xring handset processor, betting that deeper control over key components will help strengthen its supply chain and reduce reliance on external chip suppliers. The introduction of Xring O3 comes a year after Xiaomi launched its first proprietary smartphone processor, the Xring O1, marking the latest step in the world's third-largest smartphone vendor's push to join rivals such as Apple, Samsung Electronics and Huawei in developing its own chips. TSMC will manufacture the new chip using its 3-nanometre production technology, two people familiar with the matter said.
Investing.com -- Apple Inc’s fiscal 2026 earnings-per-share estimate of $8.85 from BofA Securities sits slightly above the Bloomberg consensus average of $8.80 and the Visible Alpha consensus of $8.83, a narrow beat that the broker tied to an expected strong iPhone upgrade cycle driven by the need for the latest hardware to enable generative AI features.
The market debut of artificial intelligence start-up Anthropic, a chief rival to OpenAI, could break the record set by SpaceX, US media have reported.Anthropic could then beat OpenAI, the maker of ChatGPT, to market.
After a long holdout, Walmart Inc. is finally getting Apple Pay.
Apple paid Ireland $17.1 billion in taxes last year, representing around 40% of its worldwide total, according to a company filing that detailed the iPhone maker's global tax liabilities country-by-country. Apple said the amount paid to Ireland was "significantly higher" than income taxes accrued as it included €13 billion ($15.18 billion) in back taxes that it was ordered to pay Ireland by European Union's top court in 2024. Ireland fought the EU back-tax bill alongside Apple for eight years, seeking to defend its position as the location of choice for U.S. multinationals in Europe - and the billions of euros in direct and indirect taxes they bring in each year.
OpenAI rolled out support on Thursday for controlling Apple Inc.’s iMessage service via ChatGPT, a move with the potential to raise privacy concerns for the iPhone maker.
Broadcom Inc. 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.
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