Notícias
Apenas manchetes de alto sinal - eventos macro, resultados, M&A, regulatório. Listicles e clickbait de analistas filtrados por padrão. Atualizado a cada hora.
Penguin Solutions (NASDAQ:PENG) is positioning its business around a full-stack “AI factory” platform that combines infrastructure, memory technology, software and managed services, Senior Vice President of Global Marketing Mark Adams said during Rosenblatt Securities’ Sixth Annual Age of AI Scaling
ChatGPT-maker OpenAI will lease a massive new data center in the United States for 20 years, backed by a $105 billion financing commitment from Nvidia, according to a regulatory filing published Monday.Last year, OpenAI, Nvidia and SoftBank – alongside other partners including Oracle – also announced a $500 billion, multiyear data center project called Stargate, in which they've committed to building out 10 GW of capacity across multiple sites.
Bitcoin ETFs just posted their worst outflow week in over a month, and the Strait of Hormuz may have more to do with where BTC goes next than the selling itself.
The gold-silver ratio can provide clues as to which metal may do better in a market downturn.
Morgan Stanley Spots a $500 Billion Nvidia Opportunity: NVDA Could Unlock New Revenue Stream
The number rattling the market is a modeled ceiling on future deals. The number the chipmaker has actually signed is much smaller — for now.
The next infrastructure wave may extend far beyond GPUs.
Nvidia (NVDA) is reportedly providing $105 billion for an OpenAI (OPAI.PVT) data center. Yahoo Finance Technology Editor Dan Howley breaks down the details.
The AI startup is emerging from a dramatic transformation
Nvidia will provide the AI computing infrastructure for OpenAI's Ohio campus while investing $1.5 billion in SB Energy.
Intuitive Machines has a new customer -- but NASA is probably still its favorite.
Wood's latest trades reveal where conviction is building
The memory maker is earning more in a quarter than it once did in its best full years. Its own income statement shows what has happened after every peak like this.
Shares of The Trade Desk (NASDAQ:TTD) are falling again on Monday afternoon, extending what has already been one of the worst runs in large-cap software this year. TTD stock is down 6% to $13.33, with the decline arriving on a session where no company-specific news, guidance change, or analyst action has been disclosed. The move ... The Trade Desk Falls 6%, AppLovin Slips as Demand-Side Ad Tech Keeps Breaking
Nvidia has entered into an agreement to back SB Energy and OpenAI's massive Ohio data center plan.
Nvidia has entered into an agreement to back SB Energy and OpenAI's massive Ohio data center plan.
Amazon has quietly built a chip business that top investors say rivals the biggest names in semiconductors, yet the stock has barely moved while peers soar. What they found inside AWS could change how you think about the AI trade.
Wall Street is increasingly bearish on the adtech specialist.
The space company is going to exclusively rely on Nvidia's artificial intelligence chips for its tech infrastructure.
This Bitcoin miner became one of the market's highest-growth neocloud companies.
The famed hedge fund manager believes a cheap valuation and strong earnings growth will drive the streaming stock in the coming years.
A handful of monthly-pay ETFs pull income from three completely different corners of the market, and the one most investors overlook has nothing to do with covered calls. Here is how much capital each one actually demands to keep up with today's mortgage payments.
The chipmaker taps debt markets as AI spending grows.
The deal would deepen its OpenAI infrastructure exposure.
It's been a rough 14 months for Netflix investors, but history is on the side of the bulls after share drawdowns.
OmniAb (OABI) unveiled a partnership with Eli Lilly (LLY) on a new ion-channel drug discovery progra