Notícias

Jalapeno chip will let OpenAI customers choose models that offer lower cost or faster answers

A veteran investor openly admits he wants SpaceX shares but refuses to touch them, and his reasoning points to a risk most retail investors are completely overlooking before the stock even opens for trading.

NVIDIA's AI momentum and attractive valuation could support another strong quarter. Here are NVIDIA-heavy ETFs to watch ahead of earnings.

Investors are also awaiting the release of the Federal Reserve’s preferred inflation gauge, the personal consumption expenditures price index.

Apple debuted its newest Mac Mini and Mac Studio desktops geared toward AI developers.

Investing.com -- Raymond James upgraded Advanced Micro Devices (NASDAQ: AMD) to Strong Buy from Outperform in a note Tuesday, extending its AI Factory framework to the server CPU market and forecasting an expansion driven by agentic workloads.

Investing.com - U.S. stock futures pointed higher on Tuesday, as investors looked ahead to key inflation data and Nvidia’s quarterly results later this week for fresh clues on the outlook for interest rates and the artificial intelligence trade.

Alibaba Group Holding Ltd. co-founder Jack Ma has joined a pair of senior executives in picking up company stock to show support for its AI ambitions, the South China Morning Post reported, citing people familiar with the matter.

Raymond James upgraded AMD stock to ‘Strong Buy’ from ‘Outperform’ and raised the price target to $641 from $565.

Recall the debate about SpaceX when it went public. A lot of investors believed Elon Musk’s rocket company wouldn’t be a very good bet at its initial public valuation of around $1.8 trillion. Many were likewise concerned that some index rules had changed to accommodate companies like SpaceX, which have big valuations but low “floats” of public shares.

This is a good time to evaluate Walmart as an investment.

Stock markets were heading for a positive open as investors positioned themselves ahead of crucial earnings and economic events and shrugged off a raft of U.S. sanctions on Iran. Nasdaq 100 futures were jumping 1% in Tuesday’s premarket after fears about artificial-intelligence spending by big tech companies sparked a selloff the previous session, leading the tech-heavy Nasdaq Composite to finish in the red. In a speech on Monday, Treasury Secretary Scott Bessent said the U.S. was sanctioning more than 60 entities, individuals, and vessels tied to the Iranian regime, but didn't outline any specific steps against individual countries such as China, a major buyer of oil from the Middle Eastern Country.

Aug 25 (Reuters) - A look at the day ahead in European and global markets from Rae Wee It's been a muted start to the session in Asia on Tuesday, with stocks drifting ahead of Nvidia's earnings this

Investors are closely tracking the slide in Nvidia and other AI-linked stocks as macro developments add pressure to markets during a crucial week.

Editor’s Note: The story has been refreshed with the latest market price action and a revised headline. Anthropic’s reported potential $2 trillion valuation would require investors to underwrite an extraordinary combination of growth and margin expansion, while also taking lessons...

Nvidia will step back into the earnings spotlight after the market closes on Wednesday, August 26, when the AI chip leader reports its much-anticipated Q2 results.

Investors are favoring fee-driven networks while Nvidia anxiety punishes capital-intensive technology companies.

The bitcoin price continued its recent surge on Monday, touching a two-month high on news that the Treasury Department might conduct its own version of quantitative easing using its nearly $1 trillion general account. The rally got cooking with a burst of short-covering last Wednesday, when Treasury announced that it would at least double buybacks of long-term government bonds to stem a big rise in 10- and 30-year Treasury yields. The moves by Treasury Secretary Scott Bessent are both part of an effort to rein in government borrowing costs and the economic fallout of high rates.

Bond traders have ramped up measures of credit risk associated with Broadcom Inc. as it backstops mega financing packages for the buildout of artificial intelligence.

Anthropic has stayed silent on its IPO valuation, and that silence is doing serious work. Whatever number it prints will force analysts to reprice every AI-exposed stock from Amazon to Microsoft before the next bell rings.

Stocks were mixed in late-morning trading Monday, with the Dow Jones Industrial Average up and the S

Interest-rate strategists at Goldman Sachs Group Inc., Wells Fargo & Co. and other Wall Street firms said the US Treasury Department’s bond buybacks will do little to reverse the jump in long-term yields.

MP Materials is trailing the market in 2026. Under the surface, however, the company is getting stronger.

JPMorgan Chase & Co. and Morgan Stanley are among banks shareholders are suing over their roles on multibillion-dollar buyout deals after a recent corporate-law overhaul failed to protect financial advisers from potential liability.

Walmart beat on revenue and earnings, then watched its stock post the worst single-session drop in three years. The numbers underneath the headline suggest the problem has less to do with Walmart and far more to do with the shoppers keeping it alive.

Nvidia stock is in a cup base that has a proper buy point of 236.54. Second-quarter earnings are due Wednesday.

Steel Dynamics, Nucor, and Cleveland-Cliffs shares rise as escalating U.S.-Canada trade tensions put steel tariffs back in focus.

Michael Saylor's Strategy set aside about $1.6 billion in cash to fund future treasury operations, ‌including potential bitcoin purchases and share buybacks, the ‌company disclosed in a regulatory filing on Monday. The world's largest corporate buyer ​of bitcoin dubbed the liquidity pool "USD Cash," which will be different from a reserve it set up earlier to fund dividends on its preferred stock and interest on its ‌outstanding debt. The new cash ⁠pool will have more flexible uses and could be used for bitcoin purchases, share buybacks ⁠and other corporate events.

Investing.com -- Strategy Inc. announced Monday it established a new cash pool of $1.59 billion that can be used to purchase Bitcoin, pay preferred stock dividends and debt obligations, repurchase securities, or meet other corporate needs.

The man who called the 2008 housing collapse is walking into Nvidia's most consequential earnings report short the stock and long something Wall Street won't go near. His reasoning reveals a contrarian thesis that cuts against the entire AI trade.