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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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Arm’s Cerebras Interest Highlights AI Ambitions And Lofty Valuation Concerns
Simply Wall St.82d agoneutral
Arm’s Cerebras Interest Highlights AI Ambitions And Lofty Valuation Concerns

Arm Holdings, backed by SoftBank, has reportedly explored a preliminary bid for AI chip start up Cerebras Systems. The approach points to interest in expanding beyond its AGI CPU efforts into dedicated AI computing hardware. The move did not result in an acquisition, but highlights Arm's willingness to consider inorganic growth in AI semiconductors. For investors watching NasdaqGS:ARM, this potential deal comes after a strong share price run, with the stock at $298.23 and up 30.5% over the...

Is Arm Holdings (ARM) the Best European Growth Stock to Buy?
Insider Monkey83d agobullish
Is Arm Holdings (ARM) the Best European Growth Stock to Buy?

Arm Holdings plc (NASDAQ:ARM) is one of the 10 Best European Growth Stocks to Buy. On May 13, 2026, Arm Holdings plc (NASDAQ:ARM) and majority owner SoftBank Group reportedly expressed preliminary interest in acquiring AI computing company Cerebras Systems ahead of its anticipated IPO, according to Bloomberg. The report said Cerebras declined the approach. On […]

A Look At Cerebras Systems (CBRS) Valuation As Price To Book Hits 108x On Mixed Momentum
Simply Wall St.84d agoneutral
A Look At Cerebras Systems (CBRS) Valuation As Price To Book Hits 108x On Mixed Momentum

Cerebras Systems (CBRS) continues to draw attention as an AI infrastructure company designing wafer scale chips for data center and supercomputer deployments, with its stock recently closing at US$290.69. See our latest analysis for Cerebras Systems. Recent trading has been choppy, with a 1 day share price return that declined 4.26% and a year to date share price return that is down 6.55%. This suggests momentum has cooled following earlier enthusiasm around AI infrastructure demand. If you...

Nvidia Gets Tepid Reaction to Forecast, Ups Investor Rewards
Bloomberg84d 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

Nvidia exceeds Q1 estimates alongside strong revenue outlook
Yahoo Finance Video84d agoneutralVIDEO
Nvidia exceeds Q1 estimates alongside strong revenue outlook

Nvidia (NVDA) released its first quarter results in Wednesday's after-hours session, outpacing adjusted earnings ($1.87 per share vs. Bloomberg estimates of $1.77) and revenue forecasts ($81.62 billion vs. estimates of $79.18 billion). Yahoo Finance Tech Editor Dan Howley analyzes the earnings print from the AI chip juggernaut, diving into Nvidia's second quarter guidance and its AI data center revenues.