Apenas manchetes de alto sinal - eventos macro, resultados, M&A, regulatório. Listicles e clickbait de analistas filtrados por padrão. Atualizado a cada hora.
Druckenmiller has admitted to recognizing that he sold Nvidia stock too soon back in 2024.
Nvidia, Micron and Alphabet have been highlighted in this Earnings Trends article.
It’s virtually impossible for U.S. investors to buy into Chinese IPOs, though some U.S. ETFs own shares.
Cramer explains why the usual chip-cycle warning does not apply this time.
Analyst estimates compress the forward multiple into single digits, yet a midpoint re-rating leaves a holder barely ahead of today's price, so the question is whether the committed supply, not the multiple, is what that holder is actually buying.
Q2 earnings performance significantly exceeded recent historical baselines, with both growth rates and beat percentages tracking comfortably above 20-quarter averages. Even when excluding hefty contributions from Micron and Alphabet, the overall Q2 earnings picture remained rock-solid.
This week of The Dealmaking 3 with “The Sports Professor” Rick Horrow features Madden NFL 27 launching a new Persona Engine with more than 65 behavioral DNA types for every player, Todd Boehly’s Eldridge, a $75 billion asset manager, deploying AI across over 100 portfolio companies including Chelsea FC, and Pac-12 moving its fall Olympic sports, […] The post The Dealmaking 3: Madden’s AI Persona Engine, Boehly’s $75B AI Bet & Pac-12 Free on YouTube appeared first on CorpGov.
Micron falls to $937.095 after Tuesday's 7% slide despite record revenue, cash flow and net income.
Conditions of increased growth and a low multiple create an attractive investment setup for Micron.
Jack Henry's Q4 revenues rise 4.7% on processing, cloud hosting and faster payment growth, while higher personnel costs pressure margins.
MU targets a bigger AI memory opportunity as agentic AI drives demand for HBM, server DRAM and data center storage across expanding workloads.
The South Korean company’s plan to repurchase and cancel shares could ease fears about the AI spending boom fizzling out.
SanDisk just posted one of the most violent stock runs in large-cap history, yet institutional investors are betting against each other in the options market with unusual aggression. The bull and bear cases point to very different versions of the same company.
Brad Gerstner just placed some of his biggest bets of the year during one of the choppiest quarters for tech stocks, and his picks reveal exactly where Altimeter Capital thinks the AI trade heads next.
SK Hynix just approved the largest treasury share cancellation in South Korean stock market history, and the move is pulling the entire memory sector off its lows. The real question is whether record capital returns and record fab spending can coexist without one of them breaking.
Eagle Capital Management, an investment management company, released its second quarter 2026 investor letter. A copy of the letter can be downloaded here. In the quarter, Eagle Capital Management discussed how enthusiasm around AI capital spending has driven strong S&P 500 earnings growth while also increasing risks from elevated valuations, concentrated demand, and aggressive investment […]
These stocks trade at less than 10 times their estimated future earnings.
Micron Technology shares were failing to rebound early Wednesday after a sharp drop in the previous session. Micron shares were flat in premarket trading. In fact, the combined revenue of the top five publicly listed NAND flash-memory brands rose 77% in the second quarter from the previous quarter, to $68.87 billion, according to research firm Trendforce in data published Wednesday.
Cerebras Systems has introduced the CS-4, a significant advancement in AI chips, claiming it to be the fastest AI accelerator available today. Built on the new Wafer Scale Engine 3 Turbo, the CS-4 offers up to 30 times more speed and 10 times more throughput per watt compared to GPU-based solutions, significantly enhancing data center efficiency. This new development sets a benchmark for AI inference speed and enables support for models with over 50 trillion parameters. The CS-4, part of a...
Convertible bonds boosted by AI craze, Meta faces landmark trial, why streaming matters, and more news to start your day.
The memory-chip maker's stock is heavily discounted, but one catalyst could lead the market to rerate it at a higher multiple.
The ETN promising triple exposure to Nvidia, Meta, Apple, and the rest of the AI elite sounds like a dream trade until you examine what happened the last time these stocks hit a rough patch.
Retail sentiment on Stocktwits saw some signs of deterioration, turning ‘neutral’ on SPY and ‘bearish’ on QQQ.
NVIDIA, Micron, D-Wave and Rigetti offer exposure to AI and quantum computing amid the intensifying U.S.-China tech race.
We use Google Analytics to count anonymous page views and understand which content gets read. No ads, no profiles. Decline keeps you on cookieless mode. Details.
