Notícias

(Bloomberg) -- CoreWeave Inc. shares have been on a roll lately after a monthslong slump. Now, the neocloud provider’s earnings after the close Tuesday can give investors a sense of whether the rally is sustainable. Most Read from BloombergChina Unleashes $28 Trillion Capital Markets to Challenge US in AINvidia Taps Wall Street for $500 Billion Funding CommitmentTrump Makes Sweeping New Demands on Iran as Deal Hopes DimStocks Churn as Hormuz Standoff Spurs Rally in Oil: Markets WrapIran Shakes U

The Dow Jones Industrial Average was down in late-morning trading Thursday, while the the S&P 500 an

Sandisk shattered Wall Street estimates for its fiscal fourth quarter as relentless hyperscaler demand for AI data storage triggered severe capacity bottlenecks and surging memory chip prices.

The Dow Jones hit a new high thanks to Nvidia, but Google, SpaceX and AMD weighed on the Nasdaq. Sandisk, Western Digital fell late.

The storage and memory maker is scheduled to report fiscal fourth-quarter financials after the stock market closes on Wednesday.

Palantir Technologies Inc. (NASDAQ:PLTR) reported unrealized gains from its investment in Space Exploration Technologies Corp. (NASDAQ:SPCX), boosting its second-quarter earnings, making it the latest major technology company to benefit from the Elon Musk-led company’s blockbuster public debut. SpaceX Stake Added to Quarterly Earnings During the company’s second-quarter earnings call on Monday, CFO David Glazer said unrealized gains from the company’s SpaceX investment contributed $0.03 to GAAP

Meta Platforms stock cratered Thursday after a quarterly report that beat on revenue but raised serious questions about where billions in AI spending actually leads, and Wall Street's response was swift and brutal.

Meta Platforms stock (META) continues to drop since coming out with second quarter earnings on Wednesday. Yahoo Finance Tech Editor Dan Howley breaks down how investors are reacting to the Facebook parent company's vague guidance on full-year AI capex.

Investors are laser focused on capex heading to Meta' earnings report.

Meta reported its Q2 earnings after the bell on Wednesday.

Nvidia stock drops within a base Monday ahead of a batch of Magnificent Seven earnings report on deck this week.

Alphabet and Tesla both missed expectations on the same day and both got sold off, but the fundamentals behind those two drops could not be more different. One company is bleeding. The other is spending by choice.

Earnings season kicks into high gear this week.

Earnings season kicks into high gear this week.

Shares were gaining on Friday after Intel’s earnings report signaled demand for AI chips remains strong.

AI spending fears push Alphabet below key technical milestone

Apple stock is holding up the best out of the Magnificent Seven stocks as the company has proceeded cautiously with its AI investments.

By Ragini Mathur and Avinash P July 23 (Reuters) - U.S. stock indexes were on track to open lower on Thursday as concerns over heavy AI spending resurfaced after the first batch of Big Tech earnings,

Stocktwits data showed retail sentiment is weak, declining to ‘extremely bearish’ on SPY and ‘bearish’ on QQQ.

Google and Tesla headlined earnings late after stocks largely retreated Wednesday amid rising oil prices and Treasury yields.

The main US stock measures were pointing lower in Wednesday's premarket activity as investors await

Google stock fell more than 6% Thursday, after increasing its expected capital expenditures to $205 billion for the year.

Google stock fell more than 6% Thursday, after increasing its expected capital expenditures to $205 billion for the year.

Google reported its Q2 earnings after the bell on Wednesday.

July 20 (Reuters) - U.S. stock index futures rose slightly on Monday, following last week's chip-stocks-led pullback, as investors awaited a key slate of earnings that could test Wall Street's AI-

Markets face a potentially volatile week as AI bubble fears intensify amid concerns that technology sector repricing has not yet reached equilibrium, coinciding with earnings season ramping dramatically through late July.

According to a report by The Information, the company is said to be specifically looking at "neocloud" providers to increase the adoption of its custom TPUs, including Nvidia-backed Nscale.

Memory giant Micron (MU) will report its third quarter earnings after the bell on Wednesday, providing another update on the broader AI build-out.

Jim Cramer used his June 8, 2026, Squawk on the Street appearance to deliver a direct warning to anyone riding the AI chip rally. His line, after a brutal Friday that saw the Philadelphia semiconductor index post its fourth-worst decline ever: “Unless you have accelerated earnings, your stock is pretty much done. Got to go ... Jim Cramer Warns: AI Stocks Face 50% Crash Without Earnings Growth

Broadcom held the line on its AI guidance for its upcoming third quarter on Wednesday night, but the stock still fell 15% on Thursday morning. That counterintuitive outcome sits at the center of KeyBanc Capital Markets analyst John Vinh’s reaction on CNBC’s Squawk Box, where he defended his Overweight rating on Broadcom (NASDAQ:AVGO) while reiterating ... Wall Street Analyst: Broadcom’s Flat AI Guidance Justified the Selloff, but Nvidia Remains Best-in-Class Chip Play