Notícias

We're now looking at a 200 bps margin on PPI-CPI headlines, 240 bps on core.

A report of Intel raising chip prices sent shares surging 3% and erased the prior session's Piper Sandler-driven selloff, but the real question is whether the company has genuine pricing power or is simply charging scarcity rent that evaporates the moment supply loosens.

Skyworks CEO Phil Brace just went on the record at an investor conference with a statement that sent both SWKS and QRVO surging, and it shifts the entire risk calculus on one of the biggest chip deals of the decade.

Adobe beat estimates and raised its full-year outlook, yet the stock still stumbled out of the gate Friday morning. A soft Q4 guide and a simultaneous CEO and CFO transition are now weighing on a franchise already down 30% for the year.

Oracle just posted a backlog figure large enough to reshape how the entire AI cloud infrastructure trade gets valued, and two GPU cloud pure-plays are already moving in sympathy before the broader market has fully processed what it means.

September Federal Reserve rate-hike odds surged to around 80% Friday after core inflation came in hotter than expected, leaving Chair Kevin Warsh with less room to wait even as the economy absorbs an oil-driven supply shock. Polymarket traders now put...

The broad market exchange-traded fund SPDR S&P 500 ETF Trust (SPY) was up 0.8% and the actively trad

Tesla is down on the year, yet two ETFs that both own the stock are having completely opposite experiences in 2026. The reason has nothing to do with the stock itself and everything to do with a single number buried in each fund's filing.

Stock Market Today: The Dow Jones index rises Friday ahead of imminent CPI inflation report. Oracle stock jumps on earnings.

Retail sentiment on Stocktwits turned bearish on SPY and QQQ ahead of August CPI.

Damodaran found that the S&P 500 moved about 0.5% when the 10-year yield changed by more than three basis points.

But futures were mixed, with S&P 500 futures marginally up, while Dow and Nasdaq futures slightly eased.

QQQI's headline yield and tax-friendly distributions have attracted billions in retirement account money, but the IRA wrapper quietly cancels the very feature investors pay a premium to access.

Salesforce just posted a blowout quarter and rocketed while the rest of enterprise software slid, but a closer look at what actually drove the earnings beat raises questions every CRM shareholder needs to answer before Dreamforce next week.

Ad-tech is fracturing along a fault line that has nothing to do with today's news cycle, and understanding why two names are surging while two sit frozen requires a closer look at where each business actually sits inside the advertising chain.

Oracle gave traders a 36% single-session surge exactly one year ago tonight, yet options activity heading into this earnings report tells a completely different story about where the smart money expects the stock to go.

TeraWulf, Applied Digital, and IREN are all sliding Thursday with no company news, no analyst downgrades, and no macro shock to explain the move. Whether this is a routine trim of a massive year-to-date run or something more telling about where the group heads next is worth a closer look.

Broad-market exchange-traded funds IWM and IVV were lower. Actively traded Invesco QQQ Trust (QQQ) f

Michael Burry just closed his most prominent AI short, the kind of move that typically sparks a relief rally, yet CoreWeave kept falling. What that silence signals about the real debate gripping the cloud trade right now is worth understanding before Oracle reports tonight.

Skyworks and Qorvo are surging while the rest of the chip sector bleeds red, and the divergence points to something specific happening behind the scenes of their proposed merger. Here is what the market appears to be pricing in.

Shares of Hewlett Packard Enterprise (NYSE:HPE) are down 4% to $56.37 in Thursday morning trading, unwinding a two-day run in AI server names with no company disclosure attached to the move. Hewlett Packard Enterprise stock is still up 134% year to date (YTD), which is the setup profit taking tends to work on. Dell Technologies […]

A brand-new ETF bets that Wall Street panics at all the wrong moments, but its fee structure, missing holdings data, and the current market regime stack the odds in ways most investors have not priced in.

Michael Burry just quietly closed one of his biggest bearish AI bets, but he insists he has not gone bullish. The reason behind his retreat reveals something uncomfortable about the cost of being right too early.

After a 188% year-to-date surge, Intel is suddenly retreating hard on a Thursday that turned risk-off fast, and NVIDIA and AMD are getting dragged down with it. Here is what is driving the selloff and whether the weakness signals a broader chip sector crack.

The broad market exchange-traded fund SPDR S&P 500 ETF Trust (SPY) was down 0.6%, and the actively t

Alphabet just handed investors a week of underperformance against the Nasdaq that looks nothing like the fundamentals underneath it, and there is a specific combination of valuation and growth rate that keeps pulling me back to the buy button.

Stock Market Today: The Dow Jones index rises Thursday ahead of a key inflation report. Nvidia chipmaker TSMC falls on August sales.

Most investors don’t realize what’s happened inside their go-to index fund.

U.S. benchmark 10-year yields hit the highest since 2023.

TQQQ promises three times the daily move of the Nasdaq-100, but three separate costs work against that promise every single session, and most holders never see any of them on a fact sheet.