Notícias
Apenas manchetes de alto sinal - eventos macro, resultados, M&A, regulatório. Listicles e clickbait de analistas filtrados por padrão. Atualizado a cada hora.
The big tech companies have their hands in the AI pie.
The lowest points in the stock market can also be the starting point for big rallies.
Both chipmakers recently reported strong earnings results.
Investing.com - Enterprise software names are pointing sharply higher in pre-market trading on Monday as semiconductor stocks face broad selling pressure amid calls for broader slowdown in the AI arms race.
Modine Manufacturing is a thermal management company that keeps data centers from overheating.
All signs point to another strong quarterly report from Micron.
If history serves as a guide, a sizable “Trump Dividend” would be disastrous.
European chip stocks followed Asian peers lower, after leaders of the world’s biggest AI companies called for the industry to slow the tech’s development for safety reasons.
Goldman Sachs says AI spending is propping up S&P 500 earnings growth, but that same statistic reveals a fragile dependency on a handful of buyers whose budgets could shift any quarter.
Nvidia and Broadcom both just delivered monster earnings reports.
Anthropic just signed a compute bill so large it reshapes the math behind every NVIDIA forecast on Wall Street, and the number arriving ahead of the company's IPO raises a question Jensen Huang's own team has not fully answered yet.
Anthropic's Dario Amodei, OpenAI's and SpaceX's Elon Musk say they want an AI slowdown. Will they? The Fed looms as well.
The problem with buying bonds is that they can't keep up with inflation, but stocks with growing dividends can.
Investing.com -- Chinese President Xi Jinping used the BRICS summit in New Delhi to promote Beijing’s open-source approach to artificial intelligence, seeking greater international influence over AI development as competition with the U.S. intensifies, according to Bloomberg.
Some investors seemed to think so; the stock bumped higher after the second-quarter figures were published.
Inflation is clearly moving in the wrong direction.
Adobe continues to deliver consistent revenue growth.
The Feeding Frenzy the IPO Pipeline Cannot Match Between August 14 and September 3, 2026, three acquisitions closed or confirmed totaling $80.4 billion. Not one major AI lab completed an IPO in the same window. Anthropic’s roadshow, once expected the week of September 7, has slipped to mid-October at the earliest. OpenAI’s CFO told employees […]
A new bull started coverage with math that cuts against the crowd
Enbridge has been really busy lately.
Nvidia’s $500 billion AI push changes the game again.
The hype surrounding initial public offerings makes them seem like sure things. Just watch out. They're not.
Nvidia’s reported discussions to anchor Anthropic’s planned $100 billion IPO represent more than a massive capital injection; they signal the maturation of a closed capital loop. In this arrangement, the landlord—the provider of the essential compute infrastructure—is now financing the tenant’s exit. By positioning itself as an anchor investor, Nvidia is not merely selling hardware; […]
NVIDIA is reportedly in talks to anchor what could become the largest IPO in market history, and the logic behind the check reveals exactly how the chipmaker plans to dominate AI for the next decade.
Nvidia may put $10 billion behind the Anthropic IPO, but traders give it 57% odds of pricing before November.