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Solo titulares de alta señal — eventos macro, earnings, M&A, regulación. Listicles y clickbait de analistas filtrados por defecto. Refrescado cada hora.
Nvidia (NVDA) will be reporting its first quarter earnings this Wednesday, May 20. Morning Brief Host Julie Hyman and Barron's Investor Circle newsletter editor Josh Schafer take a closer look at whether Nvidia's earnings narrative is as big a proponent of the stock's overall trade that investors believe it to be.
Ideally, Nvidia will have a big earnings day.
Investing.com -- Citi lifted its price targets on Intel and AMD and introduced a new server CPU total addressable market (TAM) model that forecasts the segment could grow by 35% from $29.3 billion in 2025 to $131.5 billion by 2030, driven largely by surging demand for agentic AI applications.
U.S. President Donald Trump said he "should have asked for more" of a stake in Intel on behalf of the U.S. government, in an interview with Fortune magazine published on Monday. (Reporting by Ananya Palyekar in Bengaluru; Editing by Alex Richardson)
Unprecedented fireworks at the Fed could be coming soon.
If SpaceX builds a second Starbase in Louisiana, Cheniere Energy and ExxonMobil could be big winners.
Here are four things to consider if Elon Musk decides to merge his space empire with Tesla.
Jerome Powell's successor and the Chicago Fed president foresee wildly different interest rate outcomes from the evolution of AI.
Is the end of the "Fed put" at hand?
The short-term risks of SoundHound's acquisition of LivePerson are weighing on the stock price.
Nvidia (NVDA) stock closed the May 15 trading session 4.42% down at $225.32, according to Yahoo Finance. Micron closed 6.62% lower at $724.66Intel closed 6.18% lower at $108.77AMD closed 5.69% lower at $424.1Broadcom closed 3.32% lower at $425.19Marvell closed 3.12% lower at $176.89 Intel gained ...
Broadcom (AVGO) stock has gained about 36% since the April 6 closing price of $314.43, trading at $428.61 according to Yahoo Finance at the time of writing, Friday afternoon, May 15. Meanwhile, the SPDR S&P 500 index (SPY) is up about 12.5% in the same period. Why has Broadcom outpaced the ...
Big Tech's embrace of Formula (FWONK) 1 isn't exactly breaking news, as the data heavy sport is a natural partner. But now chipmakers are getting to the game too.
A history-making raise may be on the way for Social Security beneficiaries next year -- but this is far from the full story.
Its latest quarterly earnings didn't wow the market, and that's putting it mildly.
Hedge fund Tiger Global Management said it initiated new positions in an array of stocks including Intel and Robinhood Markets during the first quarter of 2026, according to its most recent 13-F filing with the U.S. Securities and Exchange Commission on Friday. The hedge fund also said it liquidated stakes in companies such as Circle Internet Group and Workday, while reducing its holdings of Microsoft and Apollo Global Management. (Suzanne McGee in Providence, Rhode Island)
Investing.com -- U.S. indices have declined so far on Friday, following a strong run, as markets take a breather and investors digest the latest macroeconomic and geopolitical news.
Advanced Micro Devices (AMD) has gained more than 100% year to date, according to Yahoo Finance at the time of writing, Friday morning, May 15. Meanwhile, the SPDR S&P 500 index (SPY) is up slightly below 10% in the same period. AMD has outpaced the S&P 500 by a huge margin. That is ...
Epistrophy Capital Research Chief Market Strategist and The Drill Down Podcast host Cory Johnson joins Market Catalysts to discuss the Cerebras IPO and key factors to watch in Nvidia’s (NVDA) upcoming earnings report.
Global semiconductor stocks skidded after a summit between President Trump and Chinese leader Xi Jinping concluded without major chip deals or a breakthrough on Nvidia’s sales to the country.
Demand for the AI chipmaker's debut was more than 20 times oversubscribed. But history offers some sobering context for what could come next.
(Bloomberg) -- President Donald Trump’s latest financial disclosures show that he made a slew of stock and bond purchases with major American companies in the first quarter of the year totaling in the tens of millions of dollars and possibly more. Most Read from BloombergHormuz Oil Flows Creep Higher as More Supertankers ExitIran’s Kharg Island Oil Jetties Empty Again Yesterday, Satellite ShowsWhat Is The Thucydides Trap and Why Did Xi Raise It With Trump?Xi Tells US CEOs on Trump Visit That Chi
Nova Ltd (NVMI) reports a strong quarter with record revenue and profitability, despite facing supply chain challenges and increased operating expenses.
Investing.com -- President Donald Trump’s latest OGE Form 278-T disclosure reveals a significant paring of his larger technology holdings during the first quarter of 2026. Large-scale sales of Amazon.com Inc (NASDAQ:AMZN), Meta Platforms Inc (NASDAQ:META), and Microsoft Corporation (NASDAQ:MSFT) were recorded in the peak-valuation tier of $5 million to $25 million.
Ford raised its guidance after a solid first quarter, and there's more suggesting there's near-term upside for the stock.
AMD is establishing itself as an important player in the AI infrastructure space thanks to sizable contracts that signal a significant acceleration in long-term growth.
With a new Fed chair stepping in, uncertainty around inflation could rattle the market.
Intel's stock has more than tripled in roughly one month. Analysts have been scrambling to catch up. Deutsche Bank just moved its target by the most it has in over a year. And the specific reason it gave for doing so is not what most investors are focused on when they talk about Intel right now. ...
