Notícias

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

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.

Strong results from the GPU leader could reignite Micron's momentum.

Nvidia enters earnings week with its stock priced for perfection, but a single crack in its numbers could send investors scrambling for the exits. The question is whether any weakness even exists, and what happens if the market finds out the hard way.

Nvidia (NVDA) is just days away from releasing second quarter earnings results this Wednesday, August 26, as Wall Street expects quarterly revenue of $92 billion. The Morning Brief's Jake Conley sits down with Barron's senior markets analysis writer Paul La Monica and Infrastructure Capital Advisors CEO Jay Hatfield to discuss why excellent earnings may still not be enough to impress investors in this stage of the AI cycle.

Some of Nvidia's largest customers have been told prices of servers ‌containing its AI chips will rise by ‌more than 15% in many cases with memory chip ​costs soaring, Bloomberg News reported on Saturday. The price hikes will go into effect on systems shipped early next year and will impact systems including ‌those with the ⁠flagship Vera Rubin and Grace Blackwell chips, the report added, citing people familiar ⁠with the process. The increases will depend on Nvidia's chip generation and memory configurations, they ​said.

TikTok has reached a $400 million settlement with the U.S. Department of Justice, ending a 2024 lawsuit alleging the company violated federal children's privacy laws. The DOJ said Friday that TikTok will pay $300 million immediately and another $100 million after an order vacates an earlier consent decree against its predecessor company, Musical.ly. “This settlement is a major victory for American children and parents,” said U.S. Associate Attorney General Stanley E. Woodward Jr. in a statement.

Adobe stock trades well below the market on earnings, and the subscription book that has to produce the next set of them is one the company has chosen to grow more slowly.

Burry thinks Nvidia’s moat may face a tougher test

Companies are now fighting to push through their projects in the face of growing opposition.

Lindsay worked at Oracle for more than a decade and was “deeply passionate” about her job as a strategist. So learning by email one morning that...

Shares slipped Wednesday in Asia after Wall Street pulled further from its all-time high as artificial-intelligence stocks resumed their decline. Samsung Electronics shed 6.9%, while memory chipmaker SK Hynix tumbled 7.9%. Apart from renewed jitters over criticism that AI-related stocks have shot too high, rising oil prices also were clouding market sentiment.

Crusoe IPO looms after last funding round valued the AI data center developer at $10 billion. Reports suggest firm's valuation may triple.

GF Securities Raises Nvidia Price Target to $345 Ahead of Earnings

Booming cloud demand is creating a costly financial tradeoff.

An age-old economics tenet posits that excessive government borrowing can leave little room for companies to tap financial markets and drive up their interest rates to punishing levels. It’s called the “crowding out” theory.

The partnership has extended the presence of Oracle AI Database@AWS to 22 regions.

The artificial-intelligence boom is sold to investors as one of the broadest technology shifts in decades. And a shockingly substantial part of the answer may lie with just two corporations, says Steve Eisman. The investor best known for betting against the U.S. housing market before the financial ...

IonQ, Quantinuum, and other notable names in the quantum sector have reported earnings, which broadly showed that traction continues to grow.

Alithya Group (TSE:ALYA) reported lower first-quarter revenue and profitability as longer client decision-making and project conversion cycles reduced utilization, while management said its pipeline of late-stage opportunities continued to build. Revenue for the quarter totaled CAD 105.1 million, d

Betting against AI still looks like a dangerous game. In particular, one fast-growing AI neocloud stock has surged more than 200% in 2026, as investors continue to pour money into companies facilitating the AI boom. Demand looked relentless, and the market’s been pricing in plenty more ...

Strong AI demand may already be priced in.

David Ellison is dangling CNN to appease critics of his massive Warner Bros. Discovery deal, but the attorneys general suing to block it say the offer solves nothing. A September deadline and a seven-figure daily fee are forcing a decision that no single concession can fix.

As a flood of debt sales by US tech companies ripples through the credit market, it seems to be triggering an inadvertent rise in risk metrics for some of the world’s safest firms.

2026 has been a hard year to work in tech, even at companies posting record revenue. Salesforce trimmed its support division nearly in half earlier this year, then quietly cut more jobs in an AI-related shakeup in February. The justification each time is the same: Artificial intelligence made the ...

Oracle struck a partnership deal with Quantinuum. The tech giant is also considering additional layoffs as it invests in AI.

Cuts could reach double-digit percentages on some teams, with Oracle aiming to reduce payroll before September 1

Find insight on Samsung Electronics, Life360, CoreWeave and more in the latest Market Talks covering technology, media and telecom.

Investors await the July consumer price index that’s due at 8:30 a.m. ET on Wednesday.

Quantinuum (NASDAQ:QNT) reported second-quarter 2026 revenue of $8 million, up 279% from the prior-year period, in its first earnings call as a public company following its June initial public offering. Chief Executive Officer Raj Hazra said the company is pursuing leadership across quantum hardwar