Motley Fool87d agoneutral
Prediction: Tesla Stock Could Go Parabolic After June 12. Here's Why.The electric vehicle giant's stock is down by around 7% so far this year.
Notícias
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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Reuters Videos88d agobullishVIDEO
Nvidia bets on new data center chips as sales outlook tops estimates<body><p>STORY: Nvidia on Wednesday forecast second-quarter revenue above Wall Street expectations, and assured investors that new customers would let it maintain blockbuster rates of growth. </p><p>The world's most valuable company expects sales of around $91 billion, compared with estimates of about $87 billion.</p><p>For the first quarter, Nvidia reported revenue of $81.6 billion, also beating forecasts.</p><p>However, its shares dropped over 1% in extended trading, in a sign that investors believe Nvidia will face tougher competition.</p><p>That could come from U.S. rivals Intel and AMD, which are finding new demand for their chips in AI applications. </p><p>Nvidia CEO Jensen Huang told analysts his firm would grow faster than so-called "hyperscale" customers like Alphabet and Amazon.</p><p>He pointed to a new segment of smaller customers in its data center business that includes AI-specific cloud firms.</p><p>He added that the company's new "Vera" central processors give it access to a $200 billion market.</p><p>Huang said Nvidia expects $20 billion in revenue from the new silicon by the end of this fiscal year, in addition to the $1 trillion for existing Blackwell and Rubin chips by 2027.</p></body>
Simply Wall St.88d agoneutral
Intel Trust Authority Deal Puts Attestation At Heart Of AI WorkloadsSCRT Labs has integrated Intel Trust Authority into its SecretVM platform to provide independent, hardware-rooted attestation by default. The integration positions Intel (NasdaqGS:INTC) as an external appraiser of trust for confidential computing workloads across cloud environments. This development targets sensitive use cases such as AI inference, financial services, healthcare, and regulated compute workloads that require higher assurance levels. For Intel, confidential computing sits...
Motley Fool88d agoneutral
Why Relay Therapeutics Stock Popped on WednesdayIn a way, this was a delayed reaction to excellent news from the lab.
Motley Fool88d agoneutral
Why Advanced Micro Devices Stock Was a big Winner on WednesdayIt was generally a good day for tech hardware companies.
Motley Fool88d agoneutral
Why Bloom Energy Stock Bounced 8% Higher TodayIt secured a power supply deal with a prominent AI cloud company.
Motley Fool88d agobullish
Why TJX Companies Stock Surged TodayTJX's fiscal Q1 report arrived with some good news for investors.
Barrons.com88d agoneutral
Nvidia May Become the Server CPU KingNvidia is the largest GPU vendor in the world, and it is also the biggest seller of data-center networking chips. Nvidia seems poised to add another category to its list. During the first-quarter earnings call, CEO Jensen Huang said that the company's CPU chips would bring in $20 billion this year, possibly making it the biggest server CPU seller in the world.
Motley Fool88d agobullish
The Top 2 Nuclear Energy Stocks to Buy Right NowCameco and BWX Technologies will profit from the soaring demand for nuclear energy.
Bloomberg88d agoneutral
Nvidia Gets Tepid Reaction to Forecast, Ups Investor Rewards(Bloomberg) -- Nvidia Corp., the world’s most valuable company, delivered a sales forecast that drew a lukewarm reaction from investors, even as revenue from data center operators continued to surge. Most Read from BloombergSpot the Difference: Putin Gets Trump Treatment From Xi in ChinaIran Threatens to Retaliate Beyond Middle East If US AttacksHasbro Cancels Dungeons & Dragons Game From ‘Star Wars’ VeteranUS Lawmakers Plan New $130 Fee for Electric Vehicle OwnersUS Treasuries Rebound on Optimi
Barrons.com88d agoneutral
Nvidia Stock Is Down Ahead of Conference Call. So Are These Chip Stocks.Nvidia reported an earnings and revenue beat on Wednesday, but the stock was still in negative territory heading into the company's conference call with investors, which is scheduled to start at 5 p.m.
Barrons.com88d agoneutral
Nvidia's Equity Investments Are Paying OffNvidia has used some of its accelerating cash flow to make investments into start-ups, as well as Intel and CoreWeave. In the first quarter, Nvidia spent another $18.6 billion on equity securities. It booked a fair value gain of $16 billion from equity investments in the quarter.
Motley Fool88d agoneutral
Why Goldman Sachs Stock Popped on WednesdayGoldman Sachs won a PR coup today -- and a bit of money, too.
Motley Fool88d agoneutral
Target's Turnaround Is Finally Here. So Why Is the Stock Down?Target impressed in its first-quarter earnings report.
Motley Fool88d agoneutral
Forget SpaceX. These 2 Space Stocks Could Be the Real Winners Of the Coming IPO FrenzyWhile what could be the largest IPO on record looms, two smaller publicly traded space names have quietly built real revenue and accelerating customer demand.
Motley Fool88d agobullish
Stock Market Indexes Rally Wednesday as Iran Talks and SpaceX IPO Lift SentimentWednesday's rally is a mirror image of Tuesday's sell-off. Here's what changed overnight.
StockStory88d agobearish
Monolithic Power Systems and Allegro MicroSystems Shares Are Falling, What You Need To KnowA number of stocks fell in the afternoon session after a broad-based sell-off hit the semiconductor sector following news of a potential strike at Samsung and a stake sale by Taiwan Semiconductor Manufacturing (TSMC), which rattled global chip supply chains.
Benzinga88d agoneutral
Intel's AI Comeback: CEO Reveals Insatiable CPU Demand As Customers Bulk Up OrdersIntel Corp CEO Lip-Bu Tan framed the company's turnaround around rebuilding data center leadership, winning foundry customers, and positioning Intel as a critical U.S. alternative to overseas chip manufacturing. Intel Targets Data Center Comeback Tan told CNBC's Jim Cramer on...
Motley Fool88d agoneutral
Billionaire Philippe Laffont Dumped AI Titan Nvidia for the 11th Time in 12 Quarters. What Does He Know That Wall Street Doesn't?Coatue Management's billionaire money manager has pared his fund's stake in Nvidia by 87% in three years -- and profit-taking is likely only part of the story.
StockStory88d agoneutral
Nova, Amtech, and Entegris Stocks Trade Down, What You Need To KnowA number of stocks fell in the afternoon session after a broad-based sell-off hit the semiconductor sector following news of a potential strike at Samsung and a stake sale by Taiwan Semiconductor Manufacturing (TSMC), which rattled global chip supply chains.
StockStory88d agoneutral
Penguin Solutions and Universal Display Shares Plummet, What You Need To KnowA number of stocks fell in the afternoon session after a broad-based sell-off hit the semiconductor sector following news of a potential strike at Samsung and a stake sale by Taiwan Semiconductor Manufacturing (TSMC), which rattled global chip supply chains.
StockStory88d agoneutral
Lam Research and KLA Corporation Stocks Trade Down, What You Need To KnowA number of stocks fell in the afternoon session after a broad-based sell-off hit the semiconductor sector following news of a potential strike at Samsung and a stake sale by Taiwan Semiconductor Manufacturing (TSMC), which rattled global chip supply chains.
Motley Fool88d agoneutral
2 Nuclear Stocks That Are Quietly Becoming the Trade of the Year (and Beyond)The nuclear energy build-out gives investors an opportunity to build lasting wealth as governments embrace nuclear power.
GuruFocus.com88d agoneutral
Intel Pushes PC Makers Toward Latest Chips, Wedbush SaysFirm views the move as a sign Intel is protecting margins
StockStory88d agoneutral
Why Micron (MU) Stock Is Down TodayShares of memory chips maker Micron (NASDAQ:MU) fell 7.2% in the afternoon session after a broad-based sell-off hit the semiconductor sector following news of a potential strike at Samsung and a stake sale by Taiwan Semiconductor Manufacturing (TSMC), which rattled global chip supply chains.
StockStory88d agoneutral
Why Marvell Technology (MRVL) Shares Are Sliding TodayShares of networking chips designer Marvell Technology (NASDAQ: MRVL) fell 5.3% in the afternoon session after a broad-based sell-off hit the semiconductor sector following news of a potential strike at Samsung and a stake sale by Taiwan Semiconductor Manufacturing (TSMC), which rattled global chip supply chains.
Motley Fool88d agobullish
AMD Stock Has Doubled This Year. Is It Still a Buy?AMD's stock is on fire, but it may be getting too expensive.
Motley Fool88d agoneutral
Should You Rebalance Into an Aerospace and Defense ETF Before June?The Iran war brings this sector into the spotlight today, but the long-term case is equally compelling.