Apenas manchetes de alto sinal - eventos macro, resultados, M&A, regulatório. Listicles e clickbait de analistas filtrados por padrão. Atualizado a cada hora.
The Bureau of Labor Statistics will release the consumer price index on Wednesday and the producer price index on Thursday. Both inflation measures are running at multi-year highs, and the core CPI hasn’t been at or below the Federal Reserve’s two percent target in more than five years. This week also brings perhaps the most anticipated initial public offering in history: SpaceX.
President Donald Trump‘s new AI executive order may have avoided the heavy-handed regulation that some in Silicon Valley feared, but it has opened a new question for investors: who will gain a seat at the table as Washington builds its...
Markets face a pivotal week marked by a significant structural shift away from richly valued AI and technology stocks toward lagging sectors, evident in Friday's steep Nasdaq and S&P 500 plunges that signal investor rotation and risk reassessment.
A $10,000 position in Volatility Shares 2x Ether ETF (NASDAQ:ETHU) on the morning of June 1, 2026 was worth ~$6,040 by Friday’s close, and a position held since New Year’s Day was worth ~$2,160. The fund closed June 5 at $11.75, down roughly 23% on the day and down roughly 40% on the week. Ethereum ... ETHU’s 2x Leverage Turned a $10,000 Bet Into $2,160 Since New Year’s Day, and Here’s Why the Math Broke So Badly
This AI infrastructure company's earnings growth is anticipated to accelerate, which should translate into solid upside.
Investing.com -- UBS maintained "buy" ratings on three major cloud providers as their combined revenue rose to $84.8 billion in the first quarter of 2026, up 39% from a year earlier, marking a 15-percentage-point acceleration from the growth rate recorded in the same period last year.
The highly anticipated SpaceX IPO, Oracle earnings, and inflation data will keep investors busy this week.
Tesla is integrating artificial intelligence (AI) into its solutions rather than relying on it to drive revenue growth. That could be good news over the long term if the AI bubble bursts.
Bloom Energy (BE) is drawing fresh attention as multi gigawatt fuel cell deals for AI data centers with Oracle and Brookfield coincide with strong quarterly results, higher guidance, and management’s commitment to growth without new equity. See our latest analysis for Bloom Energy. Despite a recent pullback, including a 1 day share price return that fell 9.53% and a 30 day share price return down 7.66%, Bloom Energy’s 90 day share price return of 94.99% and very large 1 year total shareholder...
Shares of enterprise software giant Oracle (NYSE:ORCL) fell 8% in the afternoon session after a stronger-than-expected jobs report signaled that the Federal Reserve may keep interest rates higher for longer.
The 2026 Q2 earnings season will take the spotlight when the big banks report their results in mid-July. But we will already have seen fiscal May-quarter results from almost two dozen companies by then. What can investors expect?
In the last five years, Oracle (ORCL) stock has returned a notable $54 Bil back to its shareholders through cold, hard cash via dividends and buybacks. That is not a small feat for a company that has simultaneously been funding one of the more aggressive infrastructure build-outs in enterprise tech. Let's look at some numbers and compare how this payout power stacks up against the market's biggest capital-return machines.
US stocks (^DJI, ^IXIC, ^GSPC) sink in Friday trading, the Nasdaq Composite leading losses and closing over 1,100 points lower (4.18%). The market is reacting to May's overwhelmingly positive labor data — 172,000 jobs added the US economy vs. estimates of 88,000 — raising investor concerns that the Federal Reserve may be inclined to hike interest rates. Yahoo Finance Markets and Data Editor Jared Blikre breaks down the day's biggest market moves.
Arm Holdings (NasdaqGS:ARM) CEO flagged major hurdles for global chip export controls, saying AI CPU shipments to China are extremely difficult to fully restrict. The CEO also highlighted rapid data center CPU adoption, with ByteDance and Oracle using Arm based AGI CPUs in their AI data centers. These comments point to both regulatory complexity around AI hardware exports and deeper penetration of Arm designs in large scale AI infrastructure. For investors watching Arm Holdings at a share...
In recent weeks, Oracle has drawn intense attention ahead of its June 10 earnings release as investors weigh aggressive AI data center spending, heavy capital requirements, and capacity constraints against strong cloud and AI demand signals, large remaining performance obligations, and expanding hyperscaler-scale partnerships. With Oracle helping lead a hyperscaler cohort projected to spend hundreds of billions of US dollars on AI infrastructure and partnering on large projects like the...
BNP Paribas believes the company will increase capex guidance for fiscal 2027 to fulfill commitments under Project Stargate.
Ten years ago, Oracle (NYSE: ORCL) was the database company everyone respected but few investors loved. It had missed the first wave of cloud, ceded ground to Amazon (NASDAQ:AMZN), Microsoft (NASDAQ:MSFT), and Alphabet (NASDAQ:GOOGL), and seemed destined to be a slow-growth dividend payer. A decade later, it is one of the most aggressive AI infrastructure ... The Tech Stock Everyone Wrote Off Just Quietly Built a $553 Billion Backlog
One fearless (or foolish?) analyst just called Oracle stock a buy in the middle of its meltdown.
The United States market has shown a remarkable 26% increase over the past year, despite remaining flat over the last week, with expectations for earnings to grow by 16% annually in the coming years. In this context, identifying stocks that are potentially undervalued can be crucial for investors seeking opportunities that align with these growth prospects and current market stability.
The AI boom may be a long-term trend but there are bubbles in the market and the memory sector may be a prime example, according to VanEck CEO Jan van Eck. "I would say within the AI ecosystem there are...
As the Q1 earnings season wraps, let’s dig into this quarter’s best and worst performers in the data infrastructure industry, including Oracle (NYSE:ORCL) and its peers.
Oracle (ORCL) faces a critical test of whether it has overcome its capacity constraints as it contin
Oracle (ORCL) is expected to provide clarity on the pace of its data center buildout to show whether
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