Notícias
Apenas manchetes de alto sinal - eventos macro, resultados, M&A, regulatório. Listicles e clickbait de analistas filtrados por padrão. Atualizado a cada hora.
The tech sector is chock-full of companies with high-quality earnings growth.
Broadcom may look like another AI chip stock, but its long-term custom-chip contracts give it a level of demand visibility that many rivals lack.
For the past two years, investors have treated artificial intelligence as a technology story. If you wanted exposure to the AI boom, you bought Nvidia (NVDA). Maybe Microsoft. Perhaps Broadcom or AMD. The winners all seemed to make chips, servers, or software. Caterpillar (CAT) just proved that ...
Cash yields look attractive right now, but retirees who park everything there risk watching inflation quietly erode their purchasing power for decades. These five dividend ETFs offer a different path, though each one comes with a hidden trade-off most investors overlook.
Advanced Micro Devices (AMD) has announced a definitive agreement to acquire Taalas, a specialist in AI inference silicon, aiming to enhance its compute solutions in the dynamic AI inference market. Taalas’ technology, which optimizes inference dataflows to reduce compute and memory bottlenecks, is set to bolster AMD’s AI roadmap by improving inference performance and efficiency. The acquisition will enable AMD to integrate Taalas’ solutions with its existing hardware and software platforms,...
AI infrastructure spending is entering its heaviest deployment phase yet, and three stocks spanning GPUs, custom silicon, and data center power are sitting right at the center of that trade heading into August.
World shares were mixed Friday after a modest retreat on Wall Street, while the price of Brent crude gained more than 1%. In early European trading, Germany's DAX rose 0.4% to 26,253.77, while the CAC 40 in Paris edged 0.2% higher to 8,715.47. Selling of computer chipmakers and other stocks linked to the boom in artificial intelligence appeared to taper off a bit as Tokyo's Nikkei 225 lost 0.1% to 65,606.71.
The headline figure is $71 billion in chip-lease debt secured in roughly 60 days, but the true story of Anthropic’s recent capital expansion lies in the mechanics of the special purpose vehicle. By utilizing these structured finance vehicles, Anthropic has sequestered massive hardware deployments entirely off its corporate balance sheet. This is not corporate debt […]
Synaptics (SYNA) delivered earnings and revenue surprises of +1.65% and +0.98%, respectively, for the quarter ended June 2026. Do the numbers hold clues to what lies ahead for the stock?
Microsoft and Broadcom are both winning the AI trade, but they are winning it in completely different ways, and betting on the wrong one right now carries very different risks.
JEPI's fat monthly yield has made it a retiree favorite, but a smaller rival running a completely different options playbook has quietly compounded far more wealth over the same period without sacrificing the monthly income routine investors depend on.
Anthropic confirmed its custom silicon team after poaching the engineer who helped build OpenAI’s Broadcom-made chip.
Marvell has handed investors a brutal month even as its AI silicon rivals rallied, yet one prominent Wall Street analyst just slapped a Street-high target on the stock that implies gains most investors would consider impossible at this stage of the rally.
AMD and Marvell have both crushed earnings while lapping NVIDIA and Broadcom on year-to-date returns, but their strategies for capturing AI infrastructure spending point in completely opposite directions, and only one of them fits every type of investor.
It feels like you're missing out. In reality, most of the industry's biggest gains driven by the advent of AI are probably in the rearview mirror.
Replacing a six-figure income with portfolio yield sounds straightforward until you realize the required capital swings by millions depending on which yield tier you choose, and the tier that looks cheapest today often costs the most over 20 years.
Broadcom stock looks like a screaming deal at these prices.
Broadcom, Coca-Cola and Palantir are in focus as Zacks highlights AI growth, resilient execution and key risks shaping each company's outlook.
Hyperscalers are quietly ripping out the networking fabric of every major data center, and one overlooked chipmaker keeps landing the contracts that make that rebuild possible. Here is why every pullback in the stock has become another buying opportunity.
