The stock is trading at a discount over a short-term issue.
Notícias
Apenas manchetes de alto sinal - eventos macro, resultados, M&A, regulatório. Listicles e clickbait de analistas filtrados por padrão. Atualizado a cada hora.
Nvidia Makes Surprise $1 Billion Move as Naver Stock Explode
Some people build the loudest thing in the world and never say a word in public about it. That silence is a choice. It usually holds right up until the moment the rules being drafted in someone else's building start to matter more than the product being built in yours. Jensen Huang has run Nvidia ...
July 27 () - Nvidia said on Monday it had formed a coalition with other companies to develop and share tools for AI safety and cybersecurity, days after the Hugging Face incident drew attention to the dangers of losing control of autonomous AI agents. The Open Secure AI Alliance, with founding members including Adobe, CrowdStrike, Hugging Face and Dell Technologies, follows a public letter, signed by a wide range of companies including OpenAI, which advocates for open-weight AI models.
(Bloomberg) -- US companies that are integrating artificial intelligence capabilities are well positioned this earnings season as they’re poised for stronger profit margins, according to Morgan Stanley strategists.Most Read from BloombergDeepSeek Suspends Fundraising After Viral US-China PostsUS, Iran Extend Pause in Strikes as Oman Holds Hormuz TalksSpaceX at $100 Would Imply Zero AI Value, Morgan Stanley SaysChina Chipmaker CXMT Jumps 466% in Debut After Blockbuster IPOStocks, Bonds Rise in Re
Despite the futures rebound, retail investors remain cautious. Stocktwits data showed retail sentiment is ‘bearish’ on SPY and QQQ.
A split Fed and an unclear interest rate policy path aren't good for stocks.
Intel has joined the AI infrastructure party, but that doesn't make its stock a buy.
The planned investment could pave the way for a broader multibillion-dollar push into AI infrastructure in South Korea.
The multiple has come down while the growth rate has gone up. Wednesday decides whether that gap is an opportunity or a warning.
Both the futures market and the bond market expect multiple rate hikes by the end of this year.
(Bloomberg) -- Moonshot AI is poised to make its Kimi K3 model available for public download, expanding its reach and influence in the global open software community at a time of growing US concern about Chinese encroachment into the top echelons of AI development.Most Read from BloombergDeepSeek Suspends Fundraising After Viral US-China PostsSpaceX at $100 Would Imply Zero AI Value, Morgan Stanley SaysUS, Iran Extend Pause in Strikes as Oman Holds Hormuz TalksTrump Seethes as Iran War Spirals A
Nvidia is in talks to provide a roughly $250 billion financing for OpenAI as part of a massive data center project, The Wall Street Journal reported on Sunday. The guarantees from Nvidia would help the ChatGPT maker lease a 10-gigawatt project that SoftBank's energy subsidiary is developing in southern Ohio, the newspaper said, citing people familiar with the matter. Nvidia, OpenAI and U.S. Commerce Department did not respond to requests for comment outside regular business hours.
Project would be one of the largest AI computing hubs and involve power controlled by the U.S. government.
The telecom already has a plan for every dollar of its massive free cash flow stream -- and investors should love it.
The airline just posted the biggest quarter in its history and told investors it may lose money this year. Both are true.
South Korean President Lee Jae Myung flew to San Francisco on July 24 for a summit with the most powerful names in artificial intelligence. Jensen Huang was there. Sam Altman was there. The heads of Samsung, SK Group, Hyundai Motor and Naver flew in. By the end of the day, roughly $950 billion in ...
Rising capital expenditures and tightening margins are not a good combination.
Citigroup stock dropped 7% post-earnings.
There's real uncertainty around what the Fed will do at the July meeting. Here's why it's probably best to not try to pick a side.
Cincinnati Financial has an impressive dividend history, but there's more to consider before you buy this insurance stock.
The market keeps marking the stock down. The analysts covering it keep saying it belongs somewhere much higher.
Jensen Huang has been one of the most prominent voices in technology for years, but he had never once posted on X (the former Twitter). On July 24, he did. What he chose to say with his first-ever post on the platform says a lot about the fight now underway over who controls the future of AI. Huang ...
The new head of the U.S. central bank continues to operate under the market's microscope.
There's more to Trumpflation than just higher energy prices.
The earnings season has kicked off with a bang, though not the kind that investors have been hoping for. Two Magnificent 7 members turned in their disappointing earnings on the same day. Alphabet (GOOGL) and Tesla (TSLA) both reported earnings on July 22, and both stocks dropped the following day. ...
Nvidia (NVDA) has spent the last three years as the loudest success story in the stock market. Its climb turned it into a household name well beyond Wall Street trading desks, and its chips have become shorthand for the entire artificial intelligence boom. This year looks different. The gains are ...