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Apenas manchetes de alto sinal - eventos macro, resultados, M&A, regulatório. Listicles e clickbait de analistas filtrados por padrão. Atualizado a cada hora.

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Nano Nuclear Energy Q3 Earnings Call Highlights
MarketBeat7h agoneutral
Nano Nuclear Energy Q3 Earnings Call Highlights

Nano Nuclear Energy (NASDAQ:NNE) said its third-quarter progress centered on advancing the licensing and engineering of its Kronos microreactor, expanding its nuclear fuel-cycle capabilities through acquisitions, and pursuing potential commercial deployments for data centers, industrial users and go

CoreWeave & Super Micro earnings are quieting AI concerns. What does this mean for Nvidia?
Yahoo Finance Video18h agoneutralVIDEO
CoreWeave & Super Micro earnings are quieting AI concerns. What does this mean for Nvidia?

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.

Super Micro Advances 13%, Dell Gains 5%, HPE Rises 3% on Blowout AI Server Guidance
24/7 Wall St.18h agoneutral
Super Micro Advances 13%, Dell Gains 5%, HPE Rises 3% on Blowout AI Server Guidance

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

Investing.com20h agoneutral
Dell, HPE gain pre-market as SMCI posts blowout revenue guidance

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%.

Super Micro Computer Q4 Earnings Call Highlights
MarketBeat1d agoneutral
Super Micro Computer Q4 Earnings Call Highlights

Super Micro Computer (NASDAQ:SMCI) reported record fiscal 2026 revenue of $39.1 billion, up 78% from $22 billion in fiscal 2025, as demand for artificial intelligence infrastructure continued to drive growth. The company also projected fiscal 2027 revenue of $65 billion to $72 billion and said it en

Backlog Mania: Stocks to Watch This Earnings Season
TheStreet20d agoneutral
Backlog Mania: Stocks to Watch This Earnings Season

Order backlogs are a central theme this earnings season, and AI and data center companies with increasing order backlogs are expected to continue to prosper. Super Micro Computer (SMCI) and GE Vernova (GEV) made it clear that Wall Street remains obsessed with order backlogs. Super Micro Computer ...

Option Volatility And Earnings Report For July 13 - 17
Barchart30d agoneutral
Option Volatility And Earnings Report For July 13 - 17

Earnings season kicks into gear this week with banks and tech stocks taking center stage. This week we have Bank of America, Taiwan Semiconductor, JP Morgan, Wells Fargo, Citigroup, Morgan Stanley, Goldman Sachs and Netflix all reporting in what shapes as a busy and pivotal week for stocks.

Broadcom Stock Punished Over Lack of AI Guidance Boost
The Wall Street Journal69d agoneutral
Broadcom Stock Punished Over Lack of AI Guidance Boost

$300 billion That's roughly how much market value Broadcom is slated to lose today after its results last night sent its shares sliding 13% premarket. The move underscores the high bar that companies tied to AI are now facing: The semiconductor and software maker logged strong quarterly revenue—fueled by demand for its AI chips—but left its 2027 outlook unchanged, sticking with guidance for AI semiconductor revenue of more than $100 billion.