Apenas manchetes de alto sinal - eventos macro, resultados, M&A, regulatório. Listicles e clickbait de analistas filtrados por padrão. Atualizado a cada hora.
With demand for its memory and storage products driven by AI, Micron's stock price keeps climbing, and shareholders anxiously anticipate a stock split.
Australian AI infrastructure company Firmus Technologies said on Monday it had signed a strategic partnership with Nvidia Corp to help provide emerging AI firms with more cost-effective access to computing power. • Firmus said the deal would see it buy Nvidia infrastructure and sell Nvidia‑powered cloud services to "AI Native" customers, among others, in an agreement that would earn the U.S.-listed chip giant product revenue and a share of cloud revenue. • Firmus said it expected to earn up to $30 billion in revenue during the first six years of the deal, based on customer commitments.
The new Fed chair's reforms can indirectly impact interest rates.
The list of ETFs holding SpaceX stock grows by the day, offering investors compelling options for indirect ownership.
AGNC Investment's MBS portfolio is rate sensitive.
After falling roughly 25% this week, Rocket Lab stock is now off 44% from its high.
Warsh laid out his plans for changing certain Fed policies in his first press conference as chairman.
Is Chipotle stock finally a buy?
Trump's wish for lower interest rates has effectively vanished, largely due to two of his own decisions.
Amazon (AMZN) is telling investors that the artificial intelligence boom comes with a very real price tag. And Wall Street needs to take note. Amazon Web Services quietly posted an update to the pricing for Amazon EC2 Capacity Blocks for ML, a reservation product that allows customers to lock in ...
Parabilis Medicines is ambitious, but it has Regeneron on its side already.
(Bloomberg) -- Tech companies are selling stock like it’s the dot-com boom, and some investors fear that’s a bad sign for bondholders.Most Read from BloombergLutnick Delayed Canada Bridge Debut to Seek Bigger Cut of Toll RevenueOman Tells Allies Ships Going Through Hormuz May Have to PayIndonesia Opens Door to Dirty Money to Fund Prabowo’s PlansAn Analyst’s Missed Remark Surfaced in Deadly Iran School Strike ProbeApple Shares Sink After Price Hikes Hit iPads and MacsThis month alone, there’s bee
The new Fed chair is breaking with his predecessors.
The new Fed chief could be a headwind for AGNC and Annaly in the near term, but a positive over the longer term.
SpaceX stock is now down roughly 24% from its high. What comes next?
The new Fed chair signaled a major policy shift, and not everyone was happy.
The market wasn't happy with the new Fed chair's fighting words.
Dan Ives of Wedbush Securities has a specific name for what is happening to tech stocks right now. In a note published June 26, he called it a "Twilight Zone market," Seeking Alpha reported, and the phrase is more specific than it sounds. Microsoft (MSFT), Nvidia (NVDA), Meta Platforms (META), and ...
Every boom eventually forces the same question, and it is rarely the one investors ask first. Not who is growing fastest, or who has the biggest name, but who actually keeps the money. For three years, the answer in artificial intelligence (AI) has been obvious. Nvidia (NVDA) designed the chips, ...
SpaceX has plenty of fans ready to fund its dreams.
The power trend has generated impressive gains. Get ready to deal with whatever comes next with five guidelines for how to invest.
On CNBC’s Closing Bell Overtime Thursday, the conversation circled back to the question every AI investor is now asking out loud. When do OpenAI and Anthropic stop pretending they want to stay private? The reporters laid out a clock that is mostly running on revenue physics. Anthropic’s revenue is up roughly 4x from last year, ... OpenAI vs. Anthropic: The Race to IPO Before the AI Hype Peaks Is On
At 65 with $1.4 million, I want income that does not flinch when the Fed pivots. My sovereign income blueprint targets three companies that own physical networks the economy must pay to use: aerospace and defense, interstate natural gas pipelines, and global infrastructure. Here is whether each dividend is actually safe. The Three-Stock Income Snapshot ... 65 Years Old With $1.4 Million. This Is My Income Blueprint With Uncertain Fed Policies
The ARK Space Exploration & Innovation ETF (CBOE:ARKX) has become a popular parking spot for investors seeking space exposure without waiting for the SpaceX IPO. With Elon Musk’s rocket company reportedly headed toward a public listing at a valuation north of a trillion dollars, retail demand for a single ticker capturing the theme has surged. ARKX, with ... Forget Pouring Everything Into the SpaceX IPO. This Fund Spreads the Space Bet and Is Up 46% in a Year
June 26 (Reuters) - Futures tied to the tech-heavy Nasdaq led Wall Street losses on Friday, as chip stocks came under renewed pressure after a sharp rally in the previous session, while some megacap
Cerebras soared 68% on its first day of trading.
What does a sold-out memory supplier really tell you about the staying power of the AI chip boom?
The most valuable businesses in the world rarely make their money selling you something once. They make it by collecting a small fee every single time you use the thing they sold you. That is the quiet genius of a toll booth. You can own the car, buy the gas, and drive the open road, and you will ...
Wall Street could still be underestimating Nvidia and overestimating AMD.
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