Notícias
Apenas manchetes de alto sinal - eventos macro, resultados, M&A, regulatório. Listicles e clickbait de analistas filtrados por padrão. Atualizado a cada hora.
NVIDIA gives away its most powerful software for free, and that single decision is why its hardware business has become nearly impossible to compete with or abandon.
TSMC beat earnings estimates, raised its full-year outlook, and reinforced confidence in the long-term AI boom.
Wowza has announced the deployment of a groundbreaking synthetic video detection solution integrated with NVIDIA's Synthetic Video Detector (SVD). This integration provides real-time AI-generated video detection capabilities across more than 35,000 of Wowza's video deployments globally, utilizing existing NVIDIA infrastructure. As synthetic video poses increasing threats in media, government, public safety, and financial sectors, NVIDIA's SVD offers a solution that can identify AI-engineered...
July 22 (Reuters) - U.S. stock index futures dipped on Wednesday, pressured by weakness in chip stocks, as investors remained cautious ahead of the first batch of Big Tech earnings that could decide
Several stocks with favorable AI tailwinds - Broadcom (AVGO), Vertiv (VRT), and Caterpillar (CAT) - shell out dividend payments.
Jim Cramer compared owning tech stocks to being tied to railroad tracks while a freight train approaches, and he has a very specific set of sectors in mind as the escape route.
Taiwan Semiconductor has a specific advantage over other AI stocks.
Broadcom (AVGO) just landed a customer that most investors will never think about when they buy the stock. Broadcom is currently known for one thing: custom AI chips. Yet the deal that could matter most for the next few years has nothing to do with silicon. On July 16, 2026, Broadcom and Standard ...
The chip may go live by 2028 and help supercharge Gemini.
Arm Holdings has staged one of the sharpest re-ratings in large-cap tech this year, but a brutal pullback from its highs raises a critical question about whether the royalty model can justify a valuation that makes even Nvidia look cheap.
AVGO's VCF momentum is lifting software growth as enterprises modernize private clouds for AI, Kubernetes and virtualized workloads.
AMD is deepening its Microsoft partnership to deploy Helios AI systems on Azure, expanding demand across GPUs, CPUs, networking and software.
MXL heads into Q2 earnings with AI optical momentum and recovering broadband demand, but rising costs, forex pressure and supply constraints loom.
These five industry leaders are riding the AI and connectivity boom, making them compelling long-term stocks to consider adding to today.
Wall Street sees SpaceX doubling from here while one prominent analyst calls it worth half the current price, and the gap between those two targets is wider than almost any large-cap stock on the market right now.
Wall Street keeps punishing Broadcom while its cash registers keep ringing, and one investor believes the gap between those two facts is the trade of the decade.
Hock Tan turned a struggling chip company into a trillion-dollar AI powerhouse through relentless acquisitions and brutal capital discipline. What that journey actually returned to patient investors since day one will make you rethink how long you hold a winning stock.
A single analyst preview note sent Intel surging and pulled the entire chip sector with it, but the same firm kept a price target well below where the stock trades today. Here is what the rally is actually pricing in ahead of Thursday's earnings.
Most AI investors are gambling on which chip designer comes out on top, but there is a quieter way to profit from the revolution no matter who wins. One manufacturer sits at the center of nearly every AI trend unfolding right now.
