Notícias
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Investing.com -- TD Cowen stated in a note on Tuesday that it sees upside to estimates across compute and networking semiconductors but is neutral heading into results from Nvidia (NASDAQ: NVDA) and Broadcom (NASDAQ: AVGO), arguing the issues that matter most to investors will not be resolved this quarter.
Apple Inc.’s status as an anti-artificial intelligence play helped the stock tear through the first half of the year as investors grew skeptical of the AI trade. But that sentiment has flipped, and the shares are suddenly struggling.
Dow futures were down 0.09%, while the S&P 500 futures climbed 0.09% and the Nasdaq-100 futures were up 0.25% at the time of writing.
Enthusiasm for Big Tech and its huge investments in artificial intelligence is powering the stock market to record highs again. With a resilient economy and scorching demand, there’s seemingly only one obstacle that can derail this ride: higher interest rates.
Even before Nvidia Corp.’s splashy $500 billion financing partnership this week, investors were starting to fret over the roughly $70 billion in phantom liabilities that don’t appear on major AI companies’ balance sheets, but could materialize at the worst possible time.
Tiger Global Management trimmed several of its Big Tech stakes, exited Netflix, and took positions in Advanced Micro Devices and SpaceX during the second quarter, according to regulatory disclosures filed Friday. • The hedge fund cut its Alphabet holdings by 45.4% to 5.81 million shares as of June 30 from the end of March, and its Nvidia stake by 6.8% to 11.20 million shares. • It trimmed its Microsoft stake by 9.3% to 2.27 million shares and its Amazon position by 3.2% to 9.68 million shares.
Goldman Sachs Group Inc., Blackstone Inc. and Apollo Global Management Inc. had been working tirelessly for months to draw up debt deals that would help developers of artificial intelligence systems pay for chips from Nvidia Corp.
Aug 14 (Reuters) - U.S. stock index futures were subdued on Friday, a day after the S&P 500 closed at a record high, as rising crude prices after the latest developments in the Middle East kept
By Avinash P and Purvi Agarwal Aug 13 (Reuters) - The S&P 500 climbed to an intraday record high on Thursday, powered by advances in semiconductor and other heavyweight technology stocks, as a retreat
The chip and software giant's reported profits more than doubled over the past year -- which happens to be how this gap closed both times before.
Two newly public quantum computing companies are about to report earnings. Their results will test the appetite for the budding technology that has captivated some corners of Wall Street.
Every hyperscaler on the planet just committed to a spending spree that funnels through one chokepoint, and the Aug. 26 earnings report will either validate the conviction or expose the cracks in it.
Nvidia reached a deal with some of Wall Street’s largest firms to help raise $500 billion to fund the AI infrastructure build-out. Apollo Global Management Blackstone BlackRock Brookfield Asset Management Goldman Sachs and KKR agreed to help Nvidia assemble financing in a deal that could be announced as soon as Monday, people familiar with the matter said. Spending commitments on data centers and other AI infrastructure have reached eye-popping levels, and Wall Street’s banks and investment firms have been rushing to finance the boom in increasingly creative ways.
The PHLX Semiconductor Index has roared back to life, climbing more than 18% from its recent low on July 29. Yet it still has a long way to go to reclaim its summertime highs. Following last month's sharp decline, the index—consisting of names like Nvidia, Micron Technology, and Broadcom—needs an additional 18.
Cash yields look attractive right now, but retirees who park everything there risk watching inflation quietly erode their purchasing power for decades. These five dividend ETFs offer a different path, though each one comes with a hidden trade-off most investors overlook.
World shares were mixed Friday after a modest retreat on Wall Street, while the price of Brent crude gained more than 1%. In early European trading, Germany's DAX rose 0.4% to 26,253.77, while the CAC 40 in Paris edged 0.2% higher to 8,715.47. Selling of computer chipmakers and other stocks linked to the boom in artificial intelligence appeared to taper off a bit as Tokyo's Nikkei 225 lost 0.1% to 65,606.71.
(Bloomberg) -- A potential ban on the import of Chinese optical transceiver modules into the US would inflict collateral damage on US hyperscalers, exacerbating a supply bottleneck that no American firm can ease, research firm Counterpoint warned on Wednesday.Most Read from BloombergTrump Says Iran Talks Going Well as Hopes Rise for Hormuz DealTaco Bell Met With Michigan on Parasite Weeks Before RecallBeer Dynasty Families Sell €731 Million Stake in AB InBevChina’s AI Blitz Creates ‘Death Zone’
Apollo Global Management (NYSE:APO) reported record second-quarter fee-related earnings and spread-related earnings, citing momentum in origination, capital formation and investment performance across its asset management and retirement services businesses. The alternative asset manager generated f
(Bloomberg) -- Volta Infra Holdings Ltd., a new artificial intelligence cloud company, has raised $300 million in venture funding and secured an additional $5 billion worth of financing to help a wider mix of technology companies gain access to costly AI chips. The funding, set to be announced Tuesday, values Volta at $2.4 billion, and was co-led by Andreessen Horowitz and Altimeter Capital. Nvidia Corp. and Michael Dell also participated. Azora, the asset-management firm providing the financing
Google has assembled one of the largest infrastructure financing programmes in history to sell more than $150bn of AI chips destined for Anthropic...
A European court rejected Broadcom's attempt to block regulators from demanding U.S.-based VMware legal documents.
AMD heads into its August 4 earnings report riding a massive AI-fueled surge, but a demanding valuation and fresh insider selling raise the question of whether the rally has legs or a stumble is coming.
NVIDIA and Broadcom just reported back-to-back blowout quarters selling to the same hyperscale customers with opposite strategies, and the gap between their stock reactions tells you something important about where AI infrastructure spending goes next.
During Thursday night's earnings call, Apple (AAPL) CEO Tim Cook highlighted a string of milestones, including the company's best-ever June quarter, with revenue reaching $109.4 billion. iPhone revenue surged 22% year-over-year to $54.3 billion, while Mac revenue climbed to a record $10.4 billion. Beyond the financial results, Cook reaffirmed Apple's commitment to US manufacturing, announcing plans to invest $600 billion in the United States over the next four years. The investment, which the company said includes the reinvestment of tariff-related funds, expands Apple's long-term domestic manufacturing strategy. As part of that effort, Apple has entered a new multiyear agreement with Broadcom (AVGO) under its American Manufacturing Program. The partnership is expected to contribute more than $30 billion in investment to build an end-to-end silicon supply chain and advanced manufacturing equipment in the United States.
During Thursday night's earnings call, Apple (AAPL) CEO Tim Cook highlighted a string of milestones, including the company's best-ever June quarter, with revenue reaching $109.4 billion. iPhone revenue surged 22% year-over-year to $54.3 billion, while Mac revenue climbed to a record $10.4 billion. Beyond the financial results, Cook reaffirmed Apple's commitment to US manufacturing, announcing plans to invest $600 billion in the United States over the next four years. The investment, which the company said includes the reinvestment of tariff-related funds, expands Apple's long-term domestic manufacturing strategy. As part of that effort, Apple has entered a new multiyear agreement with Broadcom (AVGO) under its American Manufacturing Program. The partnership is expected to contribute more than $30 billion in investment to build an end-to-end silicon supply chain and advanced manufacturing equipment in the United States.