The business fundamentals and valuation are slowly converging on each other.
Notícias
Apenas manchetes de alto sinal - eventos macro, resultados, M&A, regulatório. Listicles e clickbait de analistas filtrados por padrão. Atualizado a cada hora.
Cloud revenue is just one part of the story for both tech giants.
The credit card giant is still an evergreen investment.
Block's earnings were impressive, but the most important part could be its future AI potential.
CoreWeave (CRWV) reported first quarter results on Thursday and missed Wall Street's guidance expectations. EMJ Capital founder and president Eric Jackson and Yahoo Finance Senior Business Reporter Ines Ferré chat with Yahoo Finance's Brian Sozzi about the earnings results and the outlook for Nvidia (NVDA) and artificial intelligence (AI) demand.
A multibillion-dollar tax benefit made the social media giant's first-quarter bottom line look much stronger than it really was.
Moby summary of Apollo Global Management, Inc.'s Q1 2026 earnings call
AMD reported strong earnings results and fantastic guidance.
Investing.com -- Advanced Micro Devices forecast second-quarter revenue above Wall Street expectations on Tuesday, driven by strong demand for its data center chips. Shares rose 17% in premarket trading on Wednesday.
U.S. stocks looked set to extend record highs after Trump walked back an effort to guide commercial ships through the Strait of Hormuz, easing concerns of a near-term escalation in the U.S.-Iran war.
Long-term demand is the most important focus for nVent.
Atomera (NASDAQ:ATOM) executives said the company made progress across several customer engagements during its first-quarter 2026 earnings call, highlighting momentum in advanced logic, memory, RF, power devices, and gallium nitride (GaN) applications for its Mears Silicon Technology (MST). Gate-Al
Advanced Micro Devices (AMD) posted first quarter results that beat Wall Street estimates, reporting adjusted earnings of $1.37 per share (vs. estimates of $1.28) and revenue of $10.25 billion (vs. estimates of $9.89 billion). Futurum CEO Daniel Newman comes on Market Domination Overtime to dive into the AI chipmaker's earnings release and what it may signal about CEO Lisa Su's growth outlook and the company's tightening competition with Nvidia (NVDA). The stock is getting a lift in Tuesday's after-hours trading at the time of this video being posted.
AMD (AMD) reported first quarter results on Tuesday after the closing bell. Adjusted earnings per share (EPS) came in at $1.37 (compared to analyst estimates of $1.28), and revenue came in at $10.25 billion (compared to analyst estimates of $9.89 billion). Market Domination Overtime host Josh Lipton takes a closer look at the breaking numbers.
All three major US stock indexes were up in late-morning trading Tuesday, as oil prices slid despite
By Lawrence Delevingne and Amanda Cooper May 5 (Reuters) - Global stocks rose on Tuesday, taking some heart from a series of robust earnings, while simmering hostilities between the U.S. and Iran over
AMD Earnings Loom: AI Boom Sets Stage for Big Stock Move
Cook isn't the only CEO worried about this problem.
AMD reported its first quarter earnings on Tuesday.
AMD reported its first quarter earnings on Tuesday.
AMD will report its first quarter earnings after the bell Tuesdayl
Earnings season is in full swing, and these companies will provide clear insight into the future of AI.
Palantir has gotten off to a difficult start to the year.
HSBC downgrades Advanced Micro Devices stock to Hold from Buy in a research note ahead of the company’s earnings report Tuesday.
AI operator and military contractor Palantir Technologies (PLTR) is set to report first quarter earnings results after the bell on Monday. Morning Brief Host Julie Hyman Barron's Investor Circle Newsletter editor Josh Schafer look at Wall Street's expectations for the AI company, while also examining Palantir's release of a new chore coat.
Investing.com -- HSBC on Monday downgraded Advanced Micro Devices to Hold from Buy, raising its price target slightly to $340 from $335, as the bank sees little room for the chipmaker to meaningfully beat market expectations despite strong demand for its server processors.
CoreWeave's next report won't be about headline numbers; it'll be about these three signals.
A small but telling crack in the cloud and AI giant's growth narrative is starting to show.