The investment-grade bond market faces a busy September, but demand for corporate debt suggests anxiety about heavy supply may be overblown, according to Kelsey Berro, a portfolio manager at JPMorgan Asset Management.
Notícias
Apenas manchetes de alto sinal - eventos macro, resultados, M&A, regulatório. Listicles e clickbait de analistas filtrados por padrão. Atualizado a cada hora.

CrowdStrike heads into its August 26 earnings report carrying momentum that has surprised Wall Street eight times in a row, and the setup heading into fiscal Q2 2027 suggests investors may want to pay close attention before the opening bell that morning.

Loomis Sayles, an investment management company, released its “Global Growth Fund” investor letter for Q2 2026. You can download a copy of the letter here. The fund returned 6.43%, underperforming the MSCI ACWI Index’s 14.93% return. The fund employs a long-term private equity investment strategy, focusing on high-quality businesses with sustainable competitive advantages, investing at […]

The long-awaited scaling up of Tesla’s robo-taxi service might be close. Tesla will be allowed to deploy up to 5,000 robo-taxis over the coming 12 months. Waymo and Aviari are authorized for 1,000 fully autonomous vehicles.

The AI spending boom is outrunning Wall Street estimates, Trump considers changing capital-gains taxes, China’s property crisis isn’t over, and more news to start your day.

Nvidia still remains a leading way to play the AI infrastructure boom, driven by strong data-center growth, its full-stack ecosystem, pricing power, and massive AI demand.

The chip giant's stock slid after its most important AI customer expanded work with a rival. The last time a design-away scare hit the company, what followed was a 500% gain.

This AI lab just hired the person who built Google’s most guarded hardware program. That is not a coincidence.

Aug 24 (Reuters) - Alibaba shares fell 8% in early Hong Kong trade on Monday after the tech company finalised a HK$80 billion ($10.21 billion) share placement at HK$112.70 apiece, in a deal aimed at
AI startup Hugging Face has been exploring a sale that could value the company at $13 billion or more, Business Insider reported on Sunday, citing people familiar with the matter. The New York-based company, which hosts open-source large language models and datasets, has been working with a bank to gauge bidders' interest, the report said. • Hugging Face did not immediately respond to a Reuters request for comment outside regular business hours.

Verizon Communications (NYSE: VZ) has launched an exclusive Google Pixel 11 lineup alongside new Simplicity and Simplicity Pro wireless plans. The new offers package Google AI features with flexible yearly device upgrade options for Pixel 11 customers. Verizon is removing upgrade and activation fees for these plans, positioning the Pixel 11 launch as a broader push into value added wireless services. Verizon is not the only company tying its growth plans to AI driven consumer and network...

Google has expanded its partnership with Marvell. Here’s how to play MRVL stock here.

Texas Gov. Greg Abbott delivered one of the starkest warnings yet from a Republican to the AI industry, saying data center companies "dug their own grave" and deserve the backlash they're facing after failing to win community support.

Berkshire Hathaway's new CEO has the firepower to make big deals, and his first deal reveals how he's likely to approach acquisitions.

AWS just posted its fastest growth in 18 quarters, yet Amazon shares have cooled off while its fundamentals have raced ahead. One corner of its valuation tells a very different story from what the stock price suggests.

Alibaba is seeking roughly $10 billion in a Hong Kong share sale, with proceeds earmarked for full-stack AI investment.

Treasury Secretary Scott Bessent came to office blasting his predecessor for trying to re-engineer the world’s largest bond market. This week he took a stab at it himself.
Nvidia reported its Q2 earning on Wednesday.
Nvidia will report its Q2 earnings after the bell on Aug. 26.





