Apenas manchetes de alto sinal - eventos macro, resultados, M&A, regulatório. Listicles e clickbait de analistas filtrados por padrão. Atualizado a cada hora.
IREN Ltd (NASDAQ:IREN) is one of the 10 Stocks That Can Still Skyrocket On The Neo Cloud Boom. On June 3, IREN Ltd (NASDAQ:IREN) reported that it had signed a transmission connection agreement for an 800 megawatt data center in South Australia. This is the company’s first data center in Australia and shows how the […]
Dell is riding powerful AI and server tailwinds, steadily expanding market share while growth forecasts keep moving higher.
CoreWeave Inc. (NASDAQ:CRWV) is one of the best young stocks with the highest upside potential. On June 1, CoreWeave announced it had completed the industry-first bring-up and full validation of NVIDIA Vera Rubin NVL72 on its cloud platform. This makes CoreWeave the first AI cloud provider to deploy and operationalize the system at rack scale, […]
StockBrokers.com director of investor research Jessica Inskip shares her perspective on the AI trade is broadening on newer innovations.
Penguin Solutions (NasdaqGS:PENG) is gaining traction from broader AI customer adoption, including collaborations with high profile industry players. The company recently launched its integrated AI Factory Platform, targeting end to end AI infrastructure needs. Penguin Solutions has been recognized as Dell Technologies’ Americas AI Partner of the Year, adding third party validation to its AI positioning. Diversification away from hyperscaler centric demand is improving revenue visibility and...
ADBE tops Q2 earnings and revenue estimates as AI-first ARR surpasses $500M, but shares fall despite raised Q3 and fiscal 2026 guidance.
Management has gone quiet on the geopolitical cost pressures that once dominated its calls, but the new, unquantified component headwind they're flagging instead could pose a more direct threat to record profits.
Super Micro Computer's software push is boosting AI data center deployments as rising software revenues and integrated infrastructure expand its platform strategy.
Here is how Dell Technologies (DELL) and Ceva (CEVA) have performed compared to their sector so far this year.
NVIDIA leads AI, but Micron and Dell are gaining faster as AI memory demand and infrastructure spending surge.
Momentum plays are still providing strong returns despite threats to the market, and these ETFs can help to diversify across growth areas.
HP has outperformed its industry peers recently, yet analysts remain cautious about the stock’s prospects.
Apple (AAPL) stock is at an interesting point right now. It has strong momentum, and if you bet on it, you are betting on a company with strong margin, good cash flow, low-debt capital structure, and good tailwinds. But is that enough.
Super Micro faces strong AI server demand, but investors need evidence that new financing will convert orders into profitable sales.
IREN Limited (NASDAQ:IREN) is one of the best IPO stocks to buy and hold for 2 years. On May 26, IREN Limited announced a purchase agreement with Dell to acquire air-cooled Blackwell systems to support its previously disclosed five-year, $3.4 billion managed services AI cloud contract. The deployment, which represents a $1.6 billion investment including […]
Despite similar challenges, the two computer makers are using different strategies to battle supply constraints, including passing costs on to customers.
Dell's cloud and AI infrastructure momentum drives record ISG revenues, with a $51.3B AI backlog and demand continuing to outpace supply.
Mizuho raised its price target on SanDisk to $2,200,
After a stock like Seagate (STX) runs up over 500% over the last 12 months, it’s natural to assume you’ve missed the party. The story of surging AI demand is well known, and the fear of buying a cyclical hardware company at the top of its game is a powerful one. But buried in management’s commentary is a single, forward-looking metric that suggests the market may be misjudging the durability of this cycle.
ORCL's fiscal Q4 beat is powered by surging cloud demand, with AI-driven infrastructure growth accelerating and pushing revenues up 21% year over year.
Marc Chaikin identifies Argan, MasTec, and Quanta Services as AI infrastructure plays with strong earnings records and recent pullbacks from recent highs.
Super Micro Computer's AI infrastructure expansion and discounted valuation stand against cash flow strain, inventory buildup and rising competition. Is it the right time to hold?
Dell Technologies leads four stocks flagged for strong interest coverage ratios as screens target debt-paying power and EPS growth.
What a time it’s been for Dell. In the past six months alone, the company’s stock price has increased by a massive 160%, reaching $361 per share. This was partly thanks to its solid quarterly results, and the run-up might have investors contemplating their next move.
Dell Technologies Inc. (NYSE:DELL) is one of the 10 Best Performing Growth Stocks So Far in 2026. On June 1, Truist Securities increased its price target on Dell Technologies Inc. (NYSE:DELL) from $170 to $360 while keeping a Hold rating on the stock. The research firm pointed to exceptionally strong demand and limited supply conditions. […]
On June 10, 2026, investors reassess a fast-growing AI server leader as massive financing reshapes its growth and dilution calculus.
Yahoo Finance Senior Autos Reporter Pras Subramanian and Market Domination host Josh Lipton take a closer look at some of Wednesday's trending tickers and stories. Transportation stocks are plunging as Amazon (AMZN) expands its truckload offerings. Super Micro Computer (SMCI) stock is under pressure due to the company's latest artificial intelligence (AI) plans. DraftKings' (DKNG) trading volume saw a boost from prediction markets activity.
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