Notícias

A $15.5 billion market value rests on years the quantum computing company has never guided to.

It published its fiscal third-quarter earnings report after market close the day before.

ChronoScale said on August 27 that it plans with Microsoft to deploy 50 megawatts of AI infrastructure in North America using NVIDIA GB300 NVL72 systems and liquid cooling. The release did not disclose project pricing or committed revenue, although ChronoScale had already disclosed a two-year GPU services agreement with Microsoft tied to the planned deployment. […]

AWS and NVIDIA said on August 26 that Amazon’s cloud plans to deploy two million additional Blackwell Ultra, Rubin, and Rubin Ultra GPUs during 2027 and 2028. That follows an earlier plan for more than one million GPUs beginning in 2026 and includes NVIDIA networking, Vera CPUs, and 100,000 GPUs for U.S. government workloads. Amazon.com, […]

Negotiators offered access to advanced AI hardware to help secure a preliminary agreement last year to end decades of conflict, the latest example of chip diplomacy.

Coatue Management’s Q2 filing disclosed a new position in Intel and, for the first time, a reportable position in newly public Cerebras. Coatue reported 12,084,027 Intel shares and roughly 7.01 million Cerebras shares at June 30. Intel Corporation (NASDAQ:INTC) offers manufacturing and established distribution, while Cerebras Systems Inc. (NASDAQ:CBRS) offers a radically different wafer-scale architecture. […]

A glowing analyst report on a pair of chipmakers lifted associated stocks.

Nvidia Corp. (NASDAQ:NVDA)’s shares are up by 22% year-to-date as their performance has remained muted after posting major gains in the previous years. While the narrative for the firm surrounds the sustainability of the AI infrastructure buildout and profitability, Cramer has focused on the share price performance. The CNBC TV host has been one of […]

Riders in Austin can now hail the two-seater. The company's own July letter says batteries still set the pace.

On September 2, a caller pointed to market anxiety over Oracle Corporation’s (NYSE:ORCL) data center loans and asked if rising moratoria and negative sentiment surrounding data center production actually increase the value of Oracle’s current approvals and builds by throttling competing capacity. Mad Money host Jim Cramer replied: That’s a good way to look at […]

Despite posting strong quarterly results this week, Broadcom stock is down almost 15% over the last month and more than 25% below its all-time high reached in June.

The portfolio looks diversified. Cramer says look again

One account legally strips taxes from contributions, growth, and withdrawals all at once, and most people who have it are leaving the compounding power almost entirely on the table. Three ETFs can fix that problem for good.

The commitment covers the company's largest capital outlay, and now there is no second bidder for it.

The apparel retailer's turnaround plan isn't working.

Dogecoin dropped after the U.S. added 162,000 jobs in August, triple the 53,000 economists expected.

The much-anticipated launch led to a share price plunge.

The hedge fund manager sold into a 242% quarter. The more telling number is the size of the stake he kept.

The stock market fell this week before bouncing. Nvidia, Micron, Sandisk are new buys, but for how long? Apple, inflation data loom.

Adobe (ADBE) is the latest company to name a new CEO — effective December 1 for Anil Chakravarthy — coming right after Apple (AAPL) began its new era under John Ternus earlier this week. Harvard University executive education fellow Bill George discusses the attributes that a CEO like Ternus must have to succeed while not trying to simply replicate the success of Tim Cook and Steve Jobs. George was the chief executive of Medtronic (MDT) from 1991 to 2001.

Some investors worry that the pace of artificial intelligence (AI) infrastructure build-outs is not sustainable.

Marvell Technology (MRVL) stock returned 235.9% over the past year, climbing from $62.18 to $208.83. The company kept raising what it expects to sell, and buyers repriced it each time. Then the shares pulled back, and they now sit well below their best.

SoundHound AI has great prospects, but the stock is still a high-risk investment.

Anthropic's unusual IPO plans could make one overlooked detail more important than the reported size of the offering.

Is The Trade Desk's restructuring a warning sign? The filing offered few details, and investors reacted accordingly.

A historic split challenges the market's most powerful leadership trade

Taiwan Semiconductor is on course for strong revenue growth next year.

Tech stocks were higher late Friday afternoon, with the State Street Technology Select Sector SPDR E

Oura has expanded to really become a health analytics company.

ExxonMobil and Brookfield Renewable are both reliable income plays right now.