Notícias
Apenas manchetes de alto sinal - eventos macro, resultados, M&A, regulatório. Listicles e clickbait de analistas filtrados por padrão. Atualizado a cada hora.
When Elon Musk names the single constraint capping his AI ambitions on a live earnings call, every investor in the semiconductor supply chain should be listening closely to what he says next.
The nuclear start-up's stock is down about 77% from its 52-week high. Its operating record went the other direction.
Rothschild & Co Redburn has upgraded Apple (NASDAQ:AAPL) from Neutral to Buy and lifted its price target sharply to $400 from $260, citing the company’s expected entry into foldable smartphones alongside the potential evolution of its artificial intelligence strategy. Analysts led by Timm Schulze-Melander said Apple’s AI offering, Apple Intelligence, has so far fallen short of expectations, with the technology group relying on a customised version of Google’s Gemini model for capabilities includ
When Reddit joined the S&P 500, index funds started buying shares on behalf of employees who never placed a trade. For workers already holding RSUs, ESPP shares, and a company paycheck, that quiet rebalancing can reveal a concentration problem big enough to reshape when they retire.
Copper stocks are outrunning the metal as an AI-driven squeeze bites, and one miner leads the pack heading into the next leg.
A report of buyout talks gave the software maker its best day in a decade. The five-year case has to work without them.
Duquesne Family Office's billionaire boss made big moves in the artificial intelligence (AI) space during the second quarter.
The software giant retired a tenth of its share count in a single stroke. The bill shows up in fiscal 2027 cash flow.
Nebius Group (NasdaqGS: NBIS) has emerged as a key bidder in the Decart AI acquisition talks, competing with large technology companies including Amazon, NVIDIA, and SpaceX. The potential multibillion dollar deal would mark a significant move by Nebius Group to expand its AI capabilities through major M&A. Decart AI only recently secured substantial funding, which places added attention on how a sale could influence Nebius Group’s future positioning in AI. Readers who want more ideas around...
The S&P 500 returned 9.5% annually over the past two decades. Wall Street expects much bigger gains in the next year.
The pressure for a rate hike has subsided -- but maybe only temporarily.
EMCOR's AI-driven growth, strong Q2 beat and raised outlook contrast sharply with Thor Industries' RV market headwinds.
The semiconductor fund compressed about six years of its normal return into one. Its own history has seen only two runs anything like it.
The longer Trumpflation remains unchecked, the bigger the consequences for Wall Street.
Nvidia (NVDA) and OpenAI are closing in on a deal to finance a data center in Ohio, but have reworke
Berkshire Hathaway is putting its massive cash stockpile to good use.
Nvidia (NVDA) is taking part in discussions to invest up to $3 billion in SB Energy, a Softbank-back
The AI software maker is worth $418 billion after growing revenue 93% last quarter. Whether the stock beats the market from here hinges on a single growth rate.
During the second quarter, Alphabet reported 300% growth in net income.
Nuclear is booming, and the smartest money may be flowing to the companies already selling the power, equipment, and fuel.
Rivian topped Wall Street estimates in the second quarter, but there were several positive developments.
Nvidia and six of the world's largest investment firms announced plans last week to channel more than $500 billion (€433bn) into AI infrastructure, an arrangement designed to let tech companies build data centres without loading the cost onto their own balance sheets.View on euronews
Dan Niles remains bullish on AI, citing strong infrastructure spending and cloud growth, while warning that elevated yields and geopolitical risks could drive volatility.
AI is boosting memory demand while making it harder to expand supply.
Palantir's rapid growth could continue to lift the stock.
Jensen Huang has a unique ability to drive investment in his industry.