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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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NVIDIA Corporation (NVDA) & Advanced Micro Devices (AMD): Nvidia Might Ship AI Chips With Less Memory. AMD Says It’s Not Worried
Insider Monkey2d agoneutral
NVIDIA Corporation (NVDA) & Advanced Micro Devices (AMD): Nvidia Might Ship AI Chips With Less Memory. AMD Says It’s Not Worried

NVIDIA Corporation (NASDAQ:NVDA) is weighing a step that would have seemed unthinkable a year ago: shipping its next-generation Rubin Ultra GPU with less memory than originally promised. According to The Information, the company has been testing at least three versions with reduced high-bandwidth memory, some as low as 192GB to 256GB, well below the 1 […]

Space Exploration Technologies (SPCX) vs. NVIDIA Corporation (NVDA): SpaceX Beats on Revenue, But AI Spending Steals the Show
Insider Monkey2d agobullish
Space Exploration Technologies (SPCX) vs. NVIDIA Corporation (NVDA): SpaceX Beats on Revenue, But AI Spending Steals the Show

Space Exploration Technologies Corp. (NASDAQ:SPCX) beat Wall Street’s revenue estimates in its first earnings report since its record June IPO. The stock still fell as much as 8% in extended trading anyway, as capital expenditures soared past what analysts expected. Why a Real Beat Still Spooked Investors Revenue came in at $7.81 billion, up 92% […]