Notícias
Apenas manchetes de alto sinal - eventos macro, resultados, M&A, regulatório. Listicles e clickbait de analistas filtrados por padrão. Atualizado a cada hora.
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.
Larger one-off dividends and foreign-exchange effects prompt Capital Group to raise its 2026 global dividend projection to $2.23 trillion, representing a 6.4% gain.
Nvidia's H100 GPUs have held their value better than some expected.
Revenue records keep coming, and the cash pile tops $2 billion. What's still missing is a launch date.
Kevin Warsh is ushering in big changes as Fed Chairman, but Wall Street can't help but look for hints about the future; it might be right this time.
ARK highlighted Cybercab fares 50% below Uber’s in Austin and projected $0.25-per-mile robotaxi rides at scale.
Low-cost index funds can be a ticket to prosperity for everyday investors.
Key inflation data will be released.
Super Micro Computer (NASDAQ:SMCI) said demand for AI infrastructure remains strong as the company works to expand its customer base, increase the value of its systems offerings and improve cash conversion through more favorable customer contracts. Speaking at Citi's Technology Conference, Michael
The team digs into the details of the settlement and how it will impact Meta.
It's usually not a good idea to bet against this company.
The founder continues to show confidence in the company.
An analyst's recommendation downgrade did the company few favors.
It's about to become a component of one of the more high-profile stock indexes.
Meta signed a 20-year deal built around one Illinois nuclear plant. The first contracted dollar is still nine months away.
It posted double-digit growth in key fundamentals in its second quarter, but this wasn't enough for a discerning market.
Nvidia already delivered a fair share of good news last month.
It would cost investors over $146,000 to start from scratch at current prices.
As fears of a SaaSpocalypse faded, the cybersecurity specialist gained ground.
NVIDIA Corporation (NASDAQ:NVDA) and ASML Holding N.V. (NASDAQ:ASML) are backing the same European AI company, but investors should expect different routes to a return. On September 8, Mistral announced a €3 billion Series D at a post-money valuation above €21 billion. Both companies participated as existing investors. Mistral said the money would expand research, infrastructure […]
Microsoft Corporation (NASDAQ:MSFT) is asking a more demanding question about AI infrastructure: how much useful output does each dollar and watt actually produce? NVIDIA Corporation (NASDAQ:NVDA) has a substantial stake in the answer. At SEMICON Taiwan, described in a September 2 Microsoft update, Azure hardware chief Rani Borkar argued that capacity expansion must be accompanied […]
Is it likely that Archer Aviation is gearing up for a major stock structure change?
The company has tremendous prospects.
Marvell Technology (MRVL) trades at $223.55, down 22.6% over the past three months, even after a 249.5% gain over the past twelve. Management raised its revenue outlook again. What it did not raise is the non-GAAP gross margin behind that revenue, a line management ties to its custom silicon ramp.