Notícias

RTX's growing backlog is a cornerstone of the investment case for the stock.

The reduction in delivery volumes from its largest customer makes sense, but the market wants to see ongoing margin expansion before it gives it the thumbs up.

When researching these exciting companies, there are two factors that might matter more than anything.

Cash can be attractive in the near term. It usually ends up being a drag on the portfolio in the long term.

AMD and Nvidia are closely linked.

Decisions you make about your 401(k) can have a big effect on your financial security.

Tepper's hedge fund has finally liquidated its position in Lyft and just doubled down on Uber.

The search giant lined up another custom silicon partner this summer. It also negotiated something a purchase order never includes: the right to buy its supplier's stock at a fixed price.

A less restrictive regulatory environment would be a boon for the digital trading platform.

The CEO wants Washington to open a market that barely exists yet. Investors just paid billions for the idea.

The memory maker is putting a decade of money behind research meant to outlast the boom paying for it.

Ubiquiti just delivered big sales and earnings beats, but investors focused on something else.

Anyone still holding shares from the $20 billion stock sale that priced on Aug. 10 is down on the trade. What would it take to get them back to even?

Investors liked what they heard about the company's ambitious expansion plans.

The last week of August will be chock-full of news, from Nvidia earnings to the Fed’s hotly-anticipated meeting in Jackson Hole.

Shares of the eVTOL maker have collapsed over the past year.

It was swept up in a broad and powerful cryptocurrency rally.

Nvidia is leagues ahead of its rivals in the lucrative AI chip market.

Neoclouds -- companies that buy and rent out GPUs for AI -- are seeing incredible demand for the assets they’re building.

Analysts published bullish new takes on the current frenzy for AI build-outs.

Nvidia is effectively centralizing the artificial intelligence supply chain by bypassing traditional mergers and acquisitions in favor of a repeatable, non-traditional financial mechanism. By deploying a licensing-plus-hire strategy, the company absorbs the operational capacity of critical AI startups while avoiding the regulatory scrutiny that typically accompanies full-scale corporate integration. This approach, most recently evidenced by […]

David Tepper's hedge fund, Appaloosa Management, recently initiated a position in CoreWeave while also raising its exposure to Meta Platforms.

Nvidia continues to pour money into data center development — just as AI data centers bring lots of money into Nvidia.

Here’s what could be next for Nvidia stock.

Critical Metals stock jumped 22.6% on Friday after the CEO said its Tanbreez rare-earth project in Greenland is still on track to produce within three years.

Nvidia stock's (NVDA) losing streak hit six days. Analysts see 40% upside. Will Wednesday's earnings end it?

The biotech delivered excellent news from the laboratory.

Bargain hunters are flocking to the discount retailer's stores.

The conglomerate's new CEO spent the second quarter selling the bank Buffett had been selling for two years -- and buying the airline Buffett sold out of in 2020.

The number of stocks moving 10% or more in either direction this past quarter is staggering. The team dissects the results.