Notícias

For the last few years, Wall Street has obsessed over Nvidia's revenue concentration from artificial intelligence (AI) hyperscalers.

The suit represented an uncertainty for the company and shareholders.

Investing.com -- Iran’s Supreme Leader Mojtaba Khamenei urged Gulf rulers to unite against what he called their “real enemy,” Reuters reported Sunday, issuing a rare written message as the six-month-old war continues to strain relations across the region.

The stock market truly transfers money from the impatient to the patient.

Investing.com -- Long-term investors remain broadly underweight U.S. softlines stocks, with Ross Stores standing out as a recent beneficiary of shifting fund positioning, according to Evercore ISI.

Here’s what could happen to ESTC shares next.

For workers who have watched groceries, insurance, utilities and housing get steadily more expensive, there is one number that can feel strangely resistant to inflation: their salary. One man in his late 30s says that no matter how much experience...

The proliferation of man-made material circling the planet is raising concerns over potential collisions.

Investing.com -- Artificial intelligence is creating a growing memory bottleneck, with Bernstein analysts saying demand is spreading beyond high-bandwidth memory into conventional DRAM, NAND flash and storage.

The leader guided the EV maker through its IPO and raised billions but her sudden exit signals a massive shift in where Wall Street’s top talent is heading.

A slowdown in AI model development won't fix OpenAI's financial woes.

Following historic performance, here’s what could happen to CRWD shares next.

Nvidia faces potential new costs for its AI chips and data-center infrastructure.

T-Mobile is changing how it handles customer interactions at its locations.

The federal government will control 55% of the company's effective output via equity ownership and oil production.

Eisman warned that OpenAI’s failure could cause a major market correction and push the U.S. economy into recession.

The biggest risk after Anthropic’s IPO would be its “revenue quality,” which is a structural mismatch in the business that may be hidden by the current run-rate, says Dr. Chan Ahn, Founder and CEO of Tessera PE and a former...

A federal court just ruled the Pentagon's retaliation against an AI supplier illegal, and the fallout lands squarely on one of Palantir's most critical defense programs before a make-or-break September deadline.

Next-generation nuclear reactors need fuel, and Standard Nuclear is one of the companies that provides it.

Cloudflare just cleared the government's highest civilian security bar, giving it access to contracts it was previously locked out of entirely. Whether that clearance turns into the kind of compounding federal revenue Palantir built depends on a template that has worked exactly once so far.

The lockup unlock that quietly deepens your SpaceX exposure.

What Zuckerberg planned for Meta employees this year was far more radical than what the company ever confirmed.

The long-running dispute between OpenAI CEO Sam Altman and Elon Musk has simmered for years, rooted in Musk’s exit from the AI lab he co-founded and his subsequent legal and public challenges over its direction. That rivalry just moved from boardroom barbs to operational consequences. On Friday, OpenAI cut off model access for Cursor after […]

Investing.com -- Here are the biggest analyst moves in the area of artificial intelligence (AI) for this week.

Kevin Warsh just told the market that the Fed has been blaming the wrong culprit for inflation for decades, and if he is right, the playbook for rate hikes, growth stocks, and the entire AI capital cycle changes with it.

A blowout quarter sent shares soaring and made three Wall Street firms rethink what this stock is worth.

Mr. Wonderful hunts for Bounty deals and wears $29 Walmart jeans — and the inflation data shows exactly why even the wealthy are watching what they spend on everyday essentials.

One bold Wall Street call resets Nvidia’s upside potential

Investing.com - U.S. inflation expectations remain anchored despite more than five years of above-target price pressures, according to a Goldman Sachs research note published on Monday.

The stock market's sluggish summer heads into September focused on the Fed's mid-month rate policy meeting.