Pricing discipline will matter more than policy growth.
Notícias
Apenas manchetes de alto sinal - eventos macro, resultados, M&A, regulatório. Listicles e clickbait de analistas filtrados por padrão. Atualizado a cada hora.
(Bloomberg) -- The boom in artificial-intelligence stocks looks set to run further, according to a Bank of America Corp. survey, which found the majority of investors believe that the fear of missing out is continuing to drive the trade.Most Read from BloombergIran’s Deputy Foreign Minister Confirms Deal Reached With USStudios in Microsoft’s Xbox Division Brace for ClosuresNetanyahu Pays a Political Price for Trump’s Iran DealUS and Iran Agree to Halt War, Restart Middle East Oil ShipmentsUS at
SpaceX topped $2 trillion on its first trading day, but history says the stock will drop sharply in the next year.
For much of the artificial intelligence boom, investors have heard one simple story. Graphics processing units were at the center of it all. That thesis made Nvidia (NVDA) a must-have in the stock market. It also drove investors to Advanced Micro Devices (AMD), Broadcom (AVGO), Marvell Technology ...
Chowdhry's thesis rests on a simple but far-reaching claim: the AI boom that enriched Nvidia is giving way to a different era. "Ai Training is the Past - Ai Inference is the Present - Ai Applications is the Future, i.e., GPUs is the Past, CPUs is the Future," he wrote, framing 2026 and beyond as the era of Intel's 18A Xeon server chips and 18A Panther Lake laptop processors, in direct contrast to 2025 and prior being Nvidia's GPU moment.
It's simpler than you might think to build long-term wealth in the stock market.
CrowdStrike has delivered solid returns for shareholders over the past year.
The fintech stock is extremely cheap, but there are some reasons for it.
Austrian circuit board manufacturer AT&S has announced it is investing up to €2 billion ($2.3 billion) in Malaysia to capitalise on the AI boom, sending its shares soaring nearly 30%. "We will fully expand our site in Kulim," the company's CEO Michael Mertin told Reuters in an interview on Monday. The company announced on Saturday it would expand capacity in Kulim and raised its outlook for 2026/27, citing agreements with its customer AMD, the U.S. chipmaker, and another technology company on the back of strong demand for AI infrastructure.
Investing.com -- Here are the biggest analyst moves in the area of artificial intelligence (AI) for this week.
The stock market's expensive valuation is particularly concerning alongside the prospect of higher interest rates.
Investors may get the chance to invest in all three this year.
The recent surge in inflation has forced institutions and individuals to make some strategic, defensive hedging trades they wouldn't normally make.
It might be a volatile week for the markets.
President Trump's 180 on inflation may result in a corresponding about-face for Wall Street's bull market.
Yahoo Finance Senior Reporter Brooke DiPalma joins Market Domination to tackle today's top trending tickers, including the momentum driving SpaceX (SPCX) shares in Friday's session after the company's IPO, the impact it is having on other space stocks Virgin Galactic (SPCE) and Rocket Lab (RKLB), and how semiconductor stocks such as Micron Technology (MU) and Nvidia (NVDA) are moving on the historic public offering.
Investing.com -- Investors have had to assess a mix of earnings disappointments, capital raises, and shifting fortunes, with the week headlined by SpaceX's high-profile public market debut.
IPOs have a history of disappointing early investors.
On June 11, Intel (INTC) received a Wall Street revamp that could flip the script on its stock performance, according to a research note shared with me at TheStreet. Investors had been bracing for more skepticism around Intel’s turnaround. The company still faces fierce pressure from Nvidia, ...
The S&P 500 has climbed to near-record highs despite growing concerns about valuations, AI spending, and signs of speculative behavior across parts of the market. The S&P 500 has rallied 8% year to date, after delivering double-digit gains in 2023, 2024, and 2025. Investors have recently ...
Structural, operational, valuation, and historical headwinds all point to SpaceX stock being a disaster.
The SpaceX IPO will greatly benefit one AI stock in particular.
Just what retail investors needed... a leveraged SpaceX ETF debuting the same day as Wall Street's largest-ever IPO.
It's become too much of a risk to simply ignore now.
These three IPOs could all be the largest in history.
