Notícias
Apenas manchetes de alto sinal - eventos macro, resultados, M&A, regulatório. Listicles e clickbait de analistas filtrados por padrão. Atualizado a cada hora.
Moby summary of Oddity Tech Ltd.'s Q2 2026 earnings call
Moby summary of Cognyte Software Ltd.'s Q2 2027 earnings call
Tesla added 45 Cybercabs to its Austin, Texas, fleet.
AMD returns 7.7% in a month as AI and Data Center growth strengthens, but premium valuation, competition and supply constraints support a hold.
Moby summary of Chewy, Inc.'s Q2 2026 earnings call
Corning just locked in a supply deal with Verizon that stacks on top of agreements already signed with Meta, Amazon, and NVIDIA, and the market is treating the two sides of this transaction very differently.
Intel (INTC) has been repriced as a comeback over the past year, and the products are cooperating. Revenue reached $16.1 billion in the second quarter of 2026, up 25% from a year earlier, while trailing-twelve-month revenue was up 7.5% to $57.0 billion. The server line is supply-constrained. The harder question is what your money buys at this price.
The wrong move could mean leaving meaningful returns on the table.
Marvell has already handed investors a 242% gain over the past year, yet Wall Street analysts are piling on fresh buy ratings ahead of an October catalyst that could define the next leg of the trade.
Ark Invest added to three existing positions that are trading well below their recent highs.
Hock Tan built something rare in tech: a tollbooth that the biggest AI spenders on the planet have no choice but to pay. Here is why that changes where my next dollar goes.
VOO and QQQM provide instant diversification and long-term safety.
NuScale Power's future hinges on one key catalyst.
Broadcom (AVGO) stock sits about 23% below its 52-week high, and it has lost 6.9% over the past three months while the S&P 500 gained 3.6%. The latest drop followed a fiscal Q4 2026 revenue guide that fell short of Wall Street expectations. Set beside that guide was a revenue schedule stretching to fiscal 2028. That schedule is where the upside case lives.
The specialist polymer maker jumped around 15% after stronger aerospace, electronics and Asian demand pushed full-year profit guidance higher.
Meta stock has started to recover after recent progress with its AI models.
Sandisk, Palo Alto Networks, Dell, and Arista are all set to join the S&P 500.
CoreWeave strikes a very bullish tone on demand.
AMD's CFO just reshaped how big the AI chip market could get, and investors sent the stock surging past a key technical level while quietly slamming a door on one of Intel's biggest hopes.
After four quarters of declining net profit, BYD finally reversed the trend thanks to a surge in more profitable exports. Here's why it's still a smart buy.
Memory chips now account for 50%-55% of semiconductor industry revenue, up from roughly 20%-30% historically, according to Susquehanna analyst Mehdi Hosseini. Hosseini said Wednesday that memory has become the industry’s new “king” as AI data centers demand more of it....
Two AI infrastructure companies just reported earnings with the same tailwind behind them and completely opposite strategies in front of them, and only one of those playbooks survives a construction delay or a GPU slip.
Amazon will buy up to $60 billion of Qualcomm's AI data center chips.
Nebius just auctioned its first Blackwell capacity above any price it has ever charged, and management says it could sell all of 2027 right now but is choosing not to. Whether that restraint makes the stock a buy at these levels depends on signals the market has not priced in yet.
Apple (AAPL) is expected to unveil its foldable iPhone on Wednesday at its "Surprise and Shine" event. This will be CEO John Ternus's first product launch as chief executive. Sherwood News head of markets Luke Kawa and Investopedia editor in chief Caleb Silver chat with Morning Brief host Julie Hyman about their expectations for the launch.
NVIDIA has minted fortunes once before, and its latest earnings suggest the AI hardware machine is still accelerating. But ballooning supply commitments, margin pressure, and a China-shaped hole in its revenue raise a real question about what the next decade actually looks like.