Notícias

(Bloomberg) -- The latest reason to worry about the stock market is quite the doozy: Earnings growth has been too strong. Most Read from BloombergPhoebe Gates Knew Phia Shopping App Took Credit for Sales It Didn’t DriveTrump Weighs Call for Capital Gains Tax Cuts as Midterm BoostTata Sons Chairman to Step Down, Deepening Leadership TurmoilFive Takeaways From Zuckerberg’s 6,500-Word Manifesto on AIEpstein Victim Files Cleared for Release Over Maxwell’s ProtestAs the latest reporting season nears

The announcement, made August 12, adds a leadership uncertainty premium to a stock already under pressure: HD has shed roughly 14% over the past year and sits well below its 52-week high of $426.75. For investors in Home Depot and its closest rival Lowe’s (NYSE: LOW), the timing matters because August 18’s pre-market print will be the first major financial disclosure under interim management, and any softness in guidance could amplify the selling.

HPC leasing surged 52% quarter-over-quarter, now driving 71% of revenue.

Sales fell 1.4% as volume declines offset pricing gains in challenging quarter.

AI infrastructure stocks jumped, with shares of AI server makers, optical-products companies, and neocloud providers moving higher.

CoreWeave (CRWV) and Super Micro Computer (SMCI) stocks are both surging after the companies reported quarterly earnings. Westwood's chief investment officer of alternative and multi-asset investments Adrian Helfert and Yahoo Finance Senior Reporter Brooke DiPalma discuss what the results suggest about overall AI demand. Helfert is also Westwood's portfolio manager of the Enhanced Income Opportunity ETF.

Shares of Super Micro Computer (NASDAQ:SMCI) are up 13% to $35.81 this morning after the company delivered a blowout fiscal 2027 outlook alongside its Q4 FY2026 report. The move is lifting AI server peers, with Dell Technologies (NYSE:DELL) stock up 5% to $463.99 and Hewlett Packard Enterprise (NYSE:HPE) shares up 3% to $55.85. Broader tech ... Super Micro Advances 13%, Dell Gains 5%, HPE Rises 3% on Blowout AI Server Guidance

USDC circulation hit $73.3 billion as Arc blockchain prepares for mainnet launch.

Nebius posted a 41% adjusted EBITDA margin, retained its $20 billion to $25 billion capex plan and raised its contracted-power target to 5 GW as customers funded more of the…

Sea Limited keeps Shopee's 25% GMV growth outlook and $1B-plus EBITDA goal intact while expanding monetization, fulfillment, Monee and Garena.

AI-native drug discovery advances neuroscience target with Roche while cutting cash guidance.

Net sales hit $6.6 billion, a record, as AI and infrastructure demand drive growth.

The amount of money earned from mining Bitcoin (CRYPTO: $BTC) has fallen to a 10-year low. ...

Shkreli compared CoreWeave’s leverage to debt-heavy telecom companies such as Global Crossing and WorldCom.

While the market is likely eyeballing Marvell’s upcoming Q2 earnings report, a quantitative structure may lead to a near-term bullish opportunity.

PagSeguro Digital (PAGS) delivered earnings and revenue surprises of +2.50% and -4.21%, respectively, for the quarter ended June 2026. Do the numbers hold clues to what lies ahead for the stock?

(Updates with share repurchase announcement and recent stock movement in seventh and eighth paragrap

The AI cloud company reported $582.3 million in quarterly revenue, up 454% from a year earlier, as demand for computing capacity grew

Nebius Group (NBIS) delivered earnings and revenue surprises of +82.09% and +1.49%, respectively, for the quarter ended June 2026. Do the numbers hold clues to what lies ahead for the stock?

Super Micro Shares Rally on Big Earnings Beat and $72 Billion Revenue Target

The company guided to as much as $72 billion in fiscal 2027 sales

Nebius Stock Set for Wild Ride as AI Cloud Demand Drives 442% Revenue Growth

Dell Technologies (NYSE: DELL) and Hewlett Packard Enterprise (NYSE: HPE) are rising in sympathy ahead of the open, as investors treat SMCI’s results as a live demand barometer for the entire AI server hardware sector. When SMCI previously reported disappointing results, Dell shares fell in tandem — and the reverse dynamic is now playing out. DELL is up 2.6%, while HPE is up 2.2%.

Moby summary of United States Antimony Corporation's Q2 2026 earnings call

Moby summary of Firefly Aerospace Inc.'s Q2 2026 earnings call

Moby summary of Astronics Corporation's Q2 2026 earnings call

The defense spending supercycle has only just begun.

SMCI stock surged in pre-market trade to levels not seen since late June.

The Mediterranean fast-casual chain also said sales are rebounding after a cyclospora outbreak briefly dented results

T1 Energy Inc. (NYSE:TE) shares gained 3.