Apenas manchetes de alto sinal - eventos macro, resultados, M&A, regulatório. Listicles e clickbait de analistas filtrados por padrão. Atualizado a cada hora.
Sept 24 (Reuters) - Wall Street futures dropped on Thursday as the Middle East conflict remained far from a resolution while investors also exercised caution ahead of a keenly watched summit between
It’s an actively managed fund with big holdings in major chip companies las well as hyperscalers. In other words, the usual AI beneficiary suspects.
Investing.com -- Advanced Micro Devices briefly surpassed $1 trillion in market capitalization for the first time on Monday, becoming the fourth U.S. chipmaker to reach the milestone as investors increase their bets on the company's growing presence in AI computing.
Blackstone (NYSE:BX) CFO Michael Chae said the firm sees a constructive backdrop for corporate profits, investment deployment and fundraising, citing accelerating earnings growth, expanding margins and demand for capital across infrastructure, private credit and private wealth markets. Speaking at
Investing.com -- Meta Platforms (NASDAQ:META) shares rose 2% Tuesday morning after Bloomberg reported the company plans to deploy new in-house artificial intelligence chips in data centers during the first half of next year. The stock later pared gains to up 0.75%.
Nvidia and Broadcom both just delivered monster earnings reports.
A static dividend yield quietly loses ground every month inflation climbs, but five companies have been raising their payouts fast enough to fight back. The question is which ones have the cash flow to keep doing it.
Nvidia’s $500 billion AI push changes the game again.
Custom AI accelerators drove record revenue with $230B AI projection by 2028.
What do massive earnings beats from Broadcom, Credo Technology Group, and Snowflake really tell us about the current state of the AI trade? During a recent episode of The AI Investor Podcast, Eric Bleeker and Austin Smith discussed why stocks like Credo and Broadcom faced brutal pullbacks despite stellar numbers, while Snowflake surged on accelerated cloud and consumption growth. The two also examined forward price-to-earnings multiples, hardware versus software margins, peak earnings anxieties, and why the market is treating today's tech boom differently than past megatrends like the smartphone surge.
Jim Cramer spent Tuesday night hyping what could be a landmark AI IPO, then spent Wednesday morning explaining why a safety researcher at that same company just made him want nothing to do with it.
The past two weeks have been bonkers for the AI investment thesis, and any talk about peak AI needs to be tossed aside.
Morgan Stanley raised its Broadcom stock price target to $505, citing surging AI chip demand and Hock Tan’s bold revenue outlook.
Broadcom's near-term guidance disappointed investors, but its $230 billion AI revenue target for 2028 points to much bigger growth ahead.
One custom chipmaker keeps landing on analyst buy lists, and the price targets are telling.
Find insight on Nvidia, Broadcom, HPE and more in the latest Market Talks covering technology, media and telecom.
Broadcom expects its artificial intelligence-related sales to double next year and again the following year. Broadcom stock fell Thursday.
Broadcom's (AVGO) fiscal Q3 results beat expectations across the board, with revenue and EPS topping
Broadcom maps AI semiconductor revenues to $115B in fiscal 2027 and $230B in 2028, with supply and data center readiness setting the deployment pace.
Broadcom Stock Takes a Hit After Earnings Beat. AI Forecast Fails to Impress Investors
Broadcom Inc (AVGO) reports record Q3 FY2026 results with AI semiconductor revenue surging 221% year-over-year, raising fiscal 2026 AI revenue guidance to $58 billion.
Investing.com - U.S. stock futures were little changed on Wednesday evening as investors weighed renewed tensions between the U.S. and Iran, rising interest-rate concerns and a fresh batch of corporate news. Oil prices eased after a three-day rally, while investors looked ahead to Friday’s key U.S. labor market report for clues on the Federal Reserve’s next move.
By Rocky Swift TOKYO, Sept 3 (Reuters) - Shares and bonds staged a relief rally in Asia on Thursday while the yen added to gains as investors awaited fresh U.S. data and central banker comments for
While Broadcom and Hewlett Packard Enterprise posted disappointing results, sending shares lower overnight, Dell shares surged after blockbuster results.
Billionaire entrepreneur addresses the recent rotation of “hot money” in the market.
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