Notícias

His largest position today is a bet on genomics.

Six-year-old A100 chips from Nvidia Corp. (NASDAQ:NVDA) are still valued at nearly $5,000 each, complicating Michael Burry’s warning that Big Tech may be overstating profits by depreciating AI hardware over five or six years. Silicon Data estimates the A100’s residual...

The earnings report for Nvidia, the world's most valuable company, could have huge economic ramifications.

The Williams Companies is a more stable investment than the upstream company.

Arm's smartphone empire built one of tech's most recognizable businesses, but the company's next billion-dollar bet is pointing somewhere else entirely, and the valuation debate it has sparked puts bulls and bears in direct conflict.

Cramer pointed to Nvidia's role training the model and Broadcom's custom chip partnership with OpenAI as reasons to buy both stocks

GinsGlobal Index Fund CEO Anthony Ginsberg tells Proactive's Stephen Gunnion that the GinsGlobal Tech Megatrend UCITS ETF (ITEK) fund is up approximately 13% year-to-date and gained more than 5% in August alone, with AI and robotics remaining the top sub-theme at nearly 50% year-to-date gains. Ginsberg said the fund's average price-to-earnings ratio is in the low 20s, which he describes as only a small premium to the S&P 500, arguing that tech is not overvalued at current levels. Beyond AI and robotics, Ginsberg highlighted cybersecurity, defence tech, blockchain and gene editing as strong performers in August, pointing to a broadening rotation across the tech ecosystem. He cited a global AI infrastructure buildout of close to one trillion dollars in the current year, driven partly by cloud spending and M&A activity, with NVIDIA among the companies making recent acquisitions. Ginsberg emphasised the fund's equal-weighting approach as a key differentiator, noting that its top 10 holdings represent just over 12% of the portfolio, compared with north of 50% or even 60% for some rival tech funds. The fund holds roughly 60% in US equities and approximately 22% in Asia, including Japan, China and South Korea, with Ginsberg arguing that per-capita cloud spending in Asia already surpasses the US and Europe in some cases. On the outlook, Ginsberg said tailwinds include a resilient US economy, lower corporate taxes supporting capital expenditure, a weaker US dollar boosting earnings for American tech firms, and the prospect of stable or lower interest rates supporting further M&A. He also flagged anticipated IPOs from Anthropic and OpenAI as likely catalysts for additional corporate spending across the sector. Read Proactive's Editorial Policy here: https://www.proactiveinvestors.co.uk/pages/editorialPolicy #GinsGlobal #ITEK #indexfunds #artificialintelligence #cybersecurity #robotics #techstocks #globalinvesting #ETF #stockmarket

Pfizer's 6% dividend yield is enticing, but AbbVie's dividend growth is superior.

Moby summary of United Natural Foods, Inc.'s Q4 2026 earnings call

Moby summary of Gamehaus Holdings Inc.'s Q4 2026 earnings call

There’s no need for any legal backing or executive order because the oil deal authorizes mining of other minerals as a bonus.

Taiwan Semiconductor is a top AI investment.

Moby summary of ABM Industries Incorporated's Q3 2026 earnings call

The nuclear energy stock reported a 99% plunge in Q2 revenue, but why is the stock still going up?

Shares of Novo Nordisk are trading 66% below their 2024 high, but is that enough to call them cheap? Maybe.

Uranium Energy and BWX Technologies will both profit from the nuclear market's recovery.

Oracle is building an AI empire, but at what cost?

Don't assume it makes sense to move to a smaller home.

Elon Musk's space transportation, satellite internet, and artificial intelligence company has already lost 34% of its peak value.

Nvidia just posted the largest quarter in semiconductor history, yet the stock trades like Wall Street is only half-convinced. A credible case exists for 160% gains by 2030, but it hinges on three specific things going right.

Corning locked in monster deals with Amazon, Nvidia, and Verizon while its AI fiber business exploded, yet the stock still suffered one of the worst monthly crashes in its modern history. Something does not add up, and the explanation reshapes how you read the entire rally.

If you don't panic and keep the bigger, longer-term picture in mind, these setbacks are actually opportunities.

Shares plunged around 9% after del-desiran failed Phase III, barely a day after another late-stage disappointment put billions of potential future sales in doubt.

The semiconductor specialist plans to raise prices again, sparking an upgrade from Wall Street.

Oracle (ORCL) is reporting quarterly earnings results on Thursday. Bloomberg Intelligence senior technology credit analyst Robert Schiffman shares what investors should be keeping an eye on in the earnings print, especially from a debt-issuance perspective.

The Nvidia chief posted two numbers. Only one of them is tradable.

These all-weather stocks should pay you forever.

AMD just posted its biggest AI revenue surge in years and already has a massive GPU deal with OpenAI, yet the stock has been sliding for a month. The path to $700 exists, but it depends on three very specific things going right.

The federal government invest $100 million into the company.

Cathie Wood just loaded up on three stocks, spanning different corners of the AI chip market.