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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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FuelCell Energy Jumps 5%, Plug Power Climbs 4%, Bloom Energy Slips as the Hydrogen Trade Splits
24/7 Wall St.2d agobullish
FuelCell Energy Jumps 5%, Plug Power Climbs 4%, Bloom Energy Slips as the Hydrogen Trade Splits

The hydrogen trade is splitting Friday, refusing the tidy “yesterday’s rout reverses” script that a bounce after Thursday’s selloff might have suggested. FuelCell Energy (NASDAQ:FCEL) stock is up 5% to $19.36 in Friday midday trading, leading the rebound after taking the worst of yesterday’s damage. Meanwhile, Plug Power (NASDAQ:PLUG) stock is climbing 4% to $2.29, ... FuelCell Energy Jumps 5%, Plug Power Climbs 4%, Bloom Energy Slips as the Hydrogen Trade Splits

Jensen Huang Thinks This Chip Stock Could Hit $1 Trillion. Google Just Gave Him Ammunition
Insider Monkey2d agoneutral
Jensen Huang Thinks This Chip Stock Could Hit $1 Trillion. Google Just Gave Him Ammunition

Nvidia CEO Jensen Huang called Marvell Technology, Inc. (NASDAQ:MRVL) the “next trillion-dollar company” at Computex on June 2. Alphabet Inc. (NASDAQ:GOOGL) has now given that prediction considerably more ammunition. Marvell disclosed on August 19 that it expanded its custom-silicon relationship with Alphabet Inc. (NASDAQ:GOOGL), covering products tied to Google’s TPU ecosystem, including AI inference accelerators, […]

Palantir Climbs 4% Through $180, BigBear.ai Rises 4%, ServiceNow Holds Flat: How Are Traders Picking the Software Winners?
24/7 Wall St.2d agobullish
Palantir Climbs 4% Through $180, BigBear.ai Rises 4%, ServiceNow Holds Flat: How Are Traders Picking the Software Winners?

Friday’s midday bid across AI is concentrated in government-facing names, not enterprise software. Palantir Technologies (NASDAQ:PLTR) stock is up 4% to $181.25, clearing a $180 level that traders had been watching. BigBear.ai (NYSE:BBAI) stock is rising 4% to $3.20, moving in sympathy with the leader. Meanwhile, ServiceNow (NYSE:NOW) stock is unchanged/flat at $129.81 as the ... Palantir Climbs 4% Through $180, BigBear.ai Rises 4%, ServiceNow Holds Flat: How Are Traders Picking the Software Win

CleanSpark Sinks 6% Even as Bitcoin Jumps 7%, MARA Holds Flat as Traders Weigh Tensions Among AI Miners
24/7 Wall St.2d agobullish
CleanSpark Sinks 6% Even as Bitcoin Jumps 7%, MARA Holds Flat as Traders Weigh Tensions Among AI Miners

A rare split is opening up inside the Bitcoin (CRYPTO:BTC) miner cohort on Friday, and it isn’t about the coin. CleanSpark (NASDAQ:CLSK) stock is down 6% to $11.84 in Friday morning trading, taking the worst of the selling. Meanwhile, MARA Holdings (NASDAQ:MARA) stock is essentially unchanged, down 0.1% to $11.14, holding up as the group’s ... CleanSpark Sinks 6% Even as Bitcoin Jumps 7%, MARA Holds Flat as Traders Weigh Tensions Among AI Miners

Marvell Sinks 6% as Google Warrant Dilution Overtakes the Deal Rally; Broadcom Ticks Up
24/7 Wall St.2d agobullish
Marvell Sinks 6% as Google Warrant Dilution Overtakes the Deal Rally; Broadcom Ticks Up

The market spent Thursday pricing the revenue in Marvell’s new deal with Alphabet‘s (NASDAQ:GOOGL) Google. Friday is about the dilution that pays for it, and the tape is telling two very different stories across custom AI silicon. Marvell Technology (NASDAQ:MRVL) stock is down 6% to $235.20 in Friday morning trading, giving back part of a ... Marvell Sinks 6% as Google Warrant Dilution Overtakes the Deal Rally; Broadcom Ticks Up