Notícias

Frank Rohmund, CEO of Zeiss SMT, a key supplier to ASML's EUV lithography machines, sayd he expects that Beijing will need 15 years to develop EUV lithography machine, and additional export controls will only accelerates innovation in China. He speaks with Bloomberg's Stephen Engle on the sidelines of Semicon Taiwan.

LONDON, Sept 3 (Reuters) - Uber launched autonomous rides in London on Thursday using AI technology developed by Britain's Wayve, making the city the second in Europe after Zagreb where the company

You may not be getting access to the chain’s deal at your local store. Here’s why.

Colgate-Palmolive (CL) is back in focus after fresh analysis highlighted its strong brand reach, premium pricing and free cash flow profile. At the same time, its forward P/E of 22.8x raises valuation questions. Colgate-Palmolive’s share price has climbed 15.97% year to date and 5.88% over the past 90 days. The 3-year total shareholder return of 33.66% suggests momentum has been building as investors weigh its cash generation and 22.8x forward P/E valuation. Compare Colgate-Palmolive’s...

Fervo Energy (NasdaqGS:FRVO) and Google have signed a new enhanced geothermal framework agreement to support large scale, carbon free data center power. The deal includes what the companies describe as the largest ever geothermal power purchase agreement. The framework allows for significant expansion of Fervo's contracted geothermal capacity over time for future data center infrastructure. Both sides present the agreement as a key step in using enhanced geothermal systems to supply cleaner...

Large-cap stocks have the power to shape entire industries thanks to their size and widespread influence. With such vast footprints, however, finding new areas for growth is much harder than for smaller, more agile players.

Interactive Brokers Group (IBKR) recently announced a collaboration with Daol Investment & Securities that links Korean investors directly to its global trading infrastructure. This client partnership provides a fresh angle on the broker’s international reach. For investors watching the bigger picture, Interactive Brokers Group’s recent client wins and AI integrations come against a backdrop of long-term total shareholder returns, very large five year gains, and a 32.56% year-to-date share...

Texas Instruments (TXN) is back on investors’ radar after a 3.3% share price drop, tied to surging crude oil prices and higher Treasury yields, which have raised concerns about inflation and borrowing costs. Over the past few months, Texas Instruments’ share price has given back some momentum, with a 30 day share price return of 5.29% and a 90 day share price return of 16.56% as higher yields and energy costs have weighed on sentiment. Yet the year to date share price return of 43.53% and 1...

At a stroke, the company has drafted four top experts in precious metals mining.

Snowflake (NYSE:SNOW) reported accelerating second-quarter fiscal 2027 growth as demand for its core data platform and AI products increased, while the company also expanded its non-GAAP operating margin and raised its full-year product revenue outlook. Product revenue totaled $1.49 billion, up 37%

Hewlett Packard Enterprise (NYSE:HPE) reported record fiscal 2026 third-quarter results, citing accelerating demand for AI infrastructure, continued networking momentum and disciplined pricing. The company also raised its fiscal 2026 outlook and updated its fiscal 2027 growth framework as orders out

Broadcom (NASDAQ:AVGO) reported record third-quarter fiscal 2026 revenue, operating income and free cash flow, driven by sharply higher demand for artificial intelligence semiconductors and custom AI accelerators. Revenue rose 86% year over year to $29.6 billion, while operating income increased 92

Ford Motor is setting an ambitious target for its new electric truck that has only been seen by Tesla in the U.S. The truck, called the Ford Fathom, starts around $30,000 and will go on sale next year. Ford is seeking mainstream sales not seen by its earlier, more expensive electric vehicles.

Dick’s Sporting Goods missed earnings and closed 113 stores tied to Foot Locker.

Thomas D. Schwenger exercised options and sold 10,000 shares under a pre-arranged trading plan, retaining 19,449 directly held shares.

A brand best known for memory cards now gets its fastest growth from data centers -- and increasingly under multiyear contracts.

From commerce to culture, software is digitizing every aspect of our lives. The undeniable tailwinds fueling the industry have also led to strong returns for SaaS stocks lately as they’ve gained 47.6% over the past six months, outpacing the S&P 500’s 12.3% rise.

The acquisition also leaves Sequoia-backed Serval as the de facto startup leader in AI IT service automation, industry watchers believe.

Mid-cap stocks often strike the right balance between having proven business models and market opportunities that can support $100 billion corporations. However, they face intense competition from scaled industry giants and can be disrupted by new innovative players vying for a slice of the pie.

Microsoft used to publish only the percentage growth rate for its Azure cloud computing division, its key growth driver.

Reuters reported that bankers are expecting a $50 billion-plus valuation, even as SB Energy did not disclose the IPO’s target raise or valuation.

The data warehouse has been a unique exception to Wall Street’s software malaise. Its latest results are showing the rally could continue.

HPE is set to report, offering a fresh data point amid a deluge of big AI reports touting wins from record data center spending.

CEO Dara Khosrowshahi said Uber is removing organizational layers and taking other steps to boost its efficiency.

Investing.com -- UK-based neocloud provider Nscale is informing prospective investors that its total contracted revenue has expanded to approximately $103 billion, bolstered by a landmark $45 billion computing deal with Anthropic, according to investor materials reviewed by The Information. The Nvidia-backed infrastructure firm could launch an initial public offering as soon as this month, utilizing the massive backlog to demonstrate sustained enterprise demand for specialized artificial intelli

Results from the chipmaker might offer clues about how businesses are thinking beyond NVIDIA for their AI infrastrucutre needs.

Needham called fixed ALPR a modest input to its model

Why Snap Stock Is Back In Focus After Its Latest Earnings Report Snap (SNAP) is drawing fresh attention after its latest earnings report, which combined 19% year over year revenue growth with a very large jump in adjusted EBITDA, even as the share price has declined about 7.6%. At a share price of $5.59, Snap has seen a 1 month share price return of 10.9%. However, the year to date share price return is down 31.2% and the 5 year total shareholder return is down 92.5%, which points to fading...

American Airlines Group stock has fallen over the past few years, yet the broader valuation checks currently lean cheap relative to where the market has priced the shares. The share price is down 31.5% over 5 years, which means long term holders have seen a material capital decline. Future earnings and cash flow can be influenced by efficient fleet use and cost discipline, while high debt levels remain a key risk if conditions weaken. The broader checks lean cheap, with American Airlines...

Cigna Healthcare recently introduced an industry-first connected benefits experience that links medical and supplemental health coverage to simplify access to cash benefits for unexpected health events, with Medical with Smart Coverage slated to begin offering supplemental cash of up to US$7,000 per covered event from January 2027 for eligible mid-sized employer plans. This move directly addresses widespread gaps in Americans’ financial readiness for medical shocks and the underuse of...