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Apenas manchetes de alto sinal - eventos macro, resultados, M&A, regulatório. Listicles e clickbait de analistas filtrados por padrão. Atualizado a cada hora.

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Micron’s Cheap Stock Valuation Seen as a Contrarian Warning Sign
Bloomberg78d agoneutral
Micron’s Cheap Stock Valuation Seen as a Contrarian Warning Sign

(Bloomberg) -- Micron Technology Inc. is the third-best performer in the S&P 500 Index this year and at the same time one of the least expensive stocks in the market. While that dichotomy looks bullish on the surface, it may be more of a warning sign than a green light for investors.Most Read from BloombergSingapore Hands Byju's Founder His First Ever Jail TermIran’s Khamenei Says No Going Back for Middle East Rocked by WarEx-President Biden Sues to Stop DOJ Sharing Interview TapesTwo More Oil S

IREN (IREN) Is Up 28.7% After US$1.6 Billion Nvidia Blackwell AI Infrastructure Deal - What's Changed
Simply Wall St.78d agoneutral
IREN (IREN) Is Up 28.7% After US$1.6 Billion Nvidia Blackwell AI Infrastructure Deal - What's Changed

Earlier this week, IREN Limited agreed to a roughly US$1.60 billion purchase of Dell systems using Nvidia’s Blackwell GPUs for its Childress, Texas data centers, aiming to support a previously announced five‑year US$3.40 billion managed AI cloud services contract and lift projected annualized run‑rate revenue from US$3.70 billion to US$4.40 billion by early 2027. The deal underlines how IREN’s access to next‑generation Nvidia hardware via Dell is becoming central to its effort to reposition...

IREN Ltd (IREN) Soars 13.5% as Firm Ups ARR Outlook to $4.4B
Insider Monkey78d agobullish
IREN Ltd (IREN) Soars 13.5% as Firm Ups ARR Outlook to $4.4B

IREN Ltd. (NASDAQ:IREN) is one of the 9 Stocks With Unbelievable Gains. IREN Ltd. saw its share prices grow by 13.48 percent on Wednesday to close at $67.84 apiece, as investor sentiment was boosted by the successful acquisition of Nvidia Blackwell systems—a move expected to bolster its annualized run-rate revenues (ARR) to $4.4 billion. In […]

Jensen Huang Joins Elite Tsinghua University Advisory Board That Includes Tim Cook And Elon Musk: Report
Benzinga78d agoneutral
Jensen Huang Joins Elite Tsinghua University Advisory Board That Includes Tim Cook And Elon Musk: Report

Nvidia Corp. (NASDAQ:NVDA) CEO Jensen Huang has reportedly agreed to join the advisory board of one of China's most prestigious universities. Nvidia CEO Joins Elite Tsinghua Advisory Board Huang accepted an invitation to join the advisory board of Tsinghua University School of Economics and Management, the Financial Times reported on Wednesday, citing people familiar with the matter. The board includes some of the world's most prominent business leaders. It has Apple Inc. (NASDAQ:AAPL) CEO Tim C

Costco earnings, April inflation data, Fedspeak: What to Watch
Yahoo Finance Video78d agoneutralVIDEO
Costco earnings, April inflation data, Fedspeak: What to Watch

Asking for a Trend Host Josh Lipton previews several of the biggest stories to come tomorrow, Thursday, May 28, including earnings from retailers like Dollar Tree (DLTR), Best Buy (BBY), Kohl's (KSS), and Costco Wholesale (COST); the April reading on the Federal Reserve's preferred inflation gauge, the Personal Consumption Expenditures (PCE) report; and the latest commentary from top Fed officials.

HP beats revenue, profit estimates as AI PC and Windows 11 refresh boost demand
Reuters78d agobullish
HP beats revenue, profit estimates as AI PC and Windows 11 refresh boost demand

HP beat Wall Street estimates for second-quarter revenue and profit on Wednesday, driven by strong demand for ‌AI-optimized personal computers and the Windows 11 refresh cycle. PC makers ‌including HP, Dell Technologies and China's Lenovo Group are navigating a shortage of memory ​chips as data center buildout is sucking up capacity and triggering price increases of smartphones and PCs. That supply crunch is pushing some enterprises toward higher-margin premium devices during the Windows 11 upgrade cycle after Microsoft ended ‌support for Windows 10 in ⁠October last year.

The next phase of the bull market
Yahoo Finance Video78d agoneutralVIDEO
The next phase of the bull market

First-quarter earnings have delivered strong results, and it's not just the Magnificent Seven hyping Wall Street. Kenny Polcari sits down with Gina Martin Adams, Chief Market Strategist at HB Wealth, and Adam Shapiro, Managing Editor of AInvest, to discuss the next evolution of this bull market.

The next phase of the bull market
Yahoo Finance Video78d agoneutralVIDEO
The next phase of the bull market

First-quarter earnings have delivered strong results, and it's not just the Magnificent Seven hyping Wall Street. Kenny Polcari sits down with Gina Martin Adams, Chief Market Strategist at HB Wealth, and Adam Shapiro, Managing Editor of AInvest, to discuss the next evolution of this bull market.

Why Arista Networks May Be More Than Just Another AI Trade
Trefis78d agoneutral
Why Arista Networks May Be More Than Just Another AI Trade

Arista Networks Inc. (NYSE: ANET) has climbed 8.5% in just the last five trading days, which naturally gets momentum traders excited. A move like that in a high-growth tech stock tends to attract attention fast — especially in a market still obsessed with anything tied to AI infrastructure and cloud demand.

Donald Trump Shouted Out Intel, Then Dell, Then Micron: Look At His Own Stock Filings To See Who May Get The Next Shoutout
Benzinga79d agoneutral
Donald Trump Shouted Out Intel, Then Dell, Then Micron: Look At His Own Stock Filings To See Who May Get The Next Shoutout

President Donald Trump has developed a habit of publicly boosting individual companies, and his recent ethics filings show that in at least two cases, he bought in shortly before a boost, once from his own praise, once from a favorable policy decision. A government equity stake helped send Intel Corporation (NASDAQ:INTC) up roughly 190% this year, and the White House said on May 18 that the position, acquired for $8.9 billion, had swelled past $50 billion. Trump then called Micron Technology (NA