Apenas manchetes de alto sinal - eventos macro, resultados, M&A, regulatório. Listicles e clickbait de analistas filtrados por padrão. Atualizado a cada hora.
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.
Constellation Energy represents a great, stable utility that uses nuclear power, while Cameco Corporation is a North America-based uranium miner that supplies nuclear facilities.
The commoditized nature of memory chips has traditionally made companies vulnerable to industry cycles.
The stock will appeal to investors who are confident in ongoing and long-term trade tensions between the U.S. and China.
Tech companies are raising money, increasing production, and changing their plans as AI spending stays strong, while investors watch costs and how well companies deliver on their promises.
Two category leaders are still off their highs, yet continue to report double-digit revenue growth.
CXMT Corp.’s ascent to the pinnacle of Chinese markets heralds a potentially consequential shift away from private-sector giants toward a new generation of hardware companies more closely aligned with Beijing’s strategic ambitions.
Whenever RocketLab reports earnings these days, investors and analysts are far more interested in Neutron rocket updates.
Despite rapid growth, shares of this AI-fueled software company are cheap.
Lost in the commotion of earnings season, Cloudflare co-founder and CEO Matthew Prince made an extraordinary claim about how internet traffic is changing at an exponential rate, motivating Jon to ask Matt and Tyler to dissect the news and look for investment opportunities. The trio also discusses the latest news in the mining industry as well as Intel’s latest equity sale.
As cybersecurity threats increase, Mastercard is focusing on prevention and defense for its 3.7 billion cardholders.
The opportunity could redefine nuclear power.
Receipts keep getting bigger, customer transactions keep slipping -- and the next test comes Tuesday.
As earnings season winds down, it's time to reflect on lessons from this quarter.
Three legendary fund managers looked at the same stock in the same quarter and walked away with three completely opposite trades. What each one did reveals a striking divide over where NVIDIA goes from here.
Four seemingly unrelated headlines dropped over two weeks, and when you line them up in sequence, they point to a partnership that could reshape who controls the next trillion dollars of AI infrastructure.
Second-quarter 13F filings, disclosed late last week for positions held as of June 30, tell a clear story inside the semiconductor trade: the biggest hedge funds rotated out of Broadcom (NASDAQ:AVGO) and into Taiwan Semiconductor Manufacturing (NYSE:TSM). Let’s take a look at what funds bought and sold the two chip titans. Loeb and Druckenmiller Both ... Wall Street’s Biggest Funds Are Dumping Broadcom and Adding Taiwan Semiconductor. Time to Follow the ‘Smart Money?’
The memory maker's earnings keep setting records, and its guidance points to another one. The stock sits about 23% below its high anyway.
Google Cloud is Alphabet's fastest-growing division.
Earnings season continues to give strong results, but that doesn’t mean each stock is rising because of the news.
NVIDIA Corporation (NASDAQ:NVDA)’s latest push into the infrastructure supporting AI chips extends all the way to the power grid. According to a report from The Information, published on August 7, NVIDIA will spend up to $3 billion in Lancium, a power infrastructure developer and the firm behind the Stargate data center project in Abilene, Texas. […]
They are fairly risky, but their potential upside is massive.
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