Apenas manchetes de alto sinal - eventos macro, resultados, M&A, regulatório. Listicles e clickbait de analistas filtrados por padrão. Atualizado a cada hora.
Sept 9 (Reuters) - AI platform Zankore said on Wednesday it has signed an up to $3.1 billion senior term loan facility to fund the rollout of Nvidia-powered GPU and cloud-computing infrastructure, as
The stock is down about 13% from its 52-week high.
Having sold off on overvaluation fears, Palantir delivered a blowout quarter, leading to a massive bounce.
The Federal Reserve could disrupt the blistering rally in American small-cap stocks.
Cognition AI created its autonomous coding agent Devin to help developer teams automate incident investigations and security vulnerability triage.
Ford has sparked Wall Street's interest in the legacy automaker after a near 50% surge in May, thanks to its battery systems focused on AI infrastructure needs.
Everpure, riding momentum from the AI boom, will join the S&P 500 later this month.
Anthropic’s decision to abandon its roughly $6 billion acquisition of Decart in early September serves as a clear indicator of the current climate in the artificial intelligence sector. Rather than a simple failed negotiation, the move highlights a strategic pivot: frontier labs are prioritizing operational simplicity over rapid capability expansion as they prepare for public […]
C3.ai's founder has returned, and he's slowly turning the struggling artificial intelligence company around.
Several quantum computing stocks have performed fantastically over the past several years.
A big piece of news is set to come out that day.
Qualcomm targets $15 billion in fiscal 2029 data center revenue, with another unnamed hyperscaler engagement progressing.
Data center profits have nearly quadrupled. But is that enough to support the stock's new price?
Broadcom stock could skyrocket in the coming years.
Hint: It's a good idea to buy the stock today.
Cameco's operations are integral to the future of nuclear power.
Friday's CPI report could end up locking in a Fed rate hike next week.
NuScale's $4 Billion Valuation Is Still Hard to Justify.
Archer is changing rapidly through partnerships and acquisitions.
Netflix collects about a dollar a month in ad revenue per viewer. Is that low enough to power another doubling?
Chinese leader Xi Jinping and President Donald Trump are set to meet later this month in yet another bid to stabilize the relationship—and extend a a truce struck last fall. The planned Sept. 24 meeting in Washington D.C., which Beijing has still yet to confirm, will mark Xi’s first trip to the capitol in more than a decade. It follows Trump’s trip to Beijing last May, when the two dialed down tensions following months of tariff threats and, among other things, export restrictions.
Chanos questions whether GPU renters can sustain attractive returns as Nvidia argues its chips retain economic value.
Arista Networks (NYSE:ANET) executives said the company is investing across its networking portfolio rather than making tradeoffs between AI and data-center switching, software, campus networking and routing, as it works toward its 2026 revenue outlook of $12.6 billion. Speaking at the Goldman Sach
An investment in SpaceX is not what you think it is. At least, it's less about rockets and more about something else.
Nvidia's CEO stunned investors with a bold prediction for AI capex spending, and Marvell's blowout earnings seem to back him up.
Marvell’s broad hyperscaler footprint and custom-chip ambitions are helping it shrug off fresh competitive pressure in AI infrastructure.
The biggest guidance raise of the year mostly counts an acquired chip foundry, not the quantum business.
Nvidia's most recent earnings and guidance blew past expectations and set up another stellar year for anything AI-related.
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