Notícias

Google's Marvell Deal Puts New Pressure on Broadcom's AI Strategy

Best Buy Co Inc (BBY) beats Q2 expectations with 4.1% comparable sales growth, raises full-year outlook amid innovation-driven demand.

A new financial update sent investors scrambling back into one of this year’s hottest crypto-linked stocks.

NVIDIA's blowout results, stronger profitability and CUDA advantage give it an edge over AMD as AI spending accelerates.

This cloud computing stock is taking an even bigger bite out of the dog days of summer.

Klarna stock saw a big post-earnings sell-off despite posting sales and earnings beats. Was it deserved?

Soros Fund Management opened a $105 million position in American Electric Power.

Nvidia stock has surged more than 7% on Thursday after the AI chip giant delivered another blockbuster quarterly report yesterday evening.

Several closely watched corporations far surpassed their earnings forecasts this summer, and some have billions of dollars in Trump tariff refunds to thank for padding their results. Where's your refund? Studies show consumers indirectly ate much of the cost through rising prices, but these refunds instead flow to the companies that directly paid the Trump administration's import taxes, regardless of...

Webull is spiking while its more profitable, record-setting rival slides lower, and the reason why reveals exactly what kind of market this actually is.

ANF delivers a strong Q2, with record sales, margin gains and a raised fiscal 2026 outlook supporting continued momentum.

AMD's equity investment and joint development deal with Nutanix, alongside rising analyst price targets and strong institutional buying, underpin the case for NTNX stock's continued rally.

Okta stock rallies on a solid Q2 and raised future guidance. The release triggered a wave of bullish analyst research notes on Thursday.

Hyperliquid Strategies reported $305.5 million in fiscal-year net income, driven largely by unrealized gains on its HYPE holdings.

Sandisk has the edge as AI-driven demand, pricing strength, supply constraints and multiyear deals fuel stronger near-term growth.

Hyperliquid Strategies CEO David Schamis explains why HYPE can add to its monster year.

The hottest margin in AI hardware no longer belongs to the company selling the GPUs. It belongs to the company selling the scarce memory those GPUs cannot run without. Micron Technology, Inc. (NASDAQ:MU) posted an 84.9% non-GAAP gross margin in its fiscal third quarter. NVIDIA Corporation (NASDAQ:NVDA) reported a 75% adjusted gross margin in its […]

AVGO's AI semiconductor growth is accelerating on custom XPU and networking demand, even as NVIDIA and AMD intensify competition.

OpenAI says its first homegrown inference chip can do up to 1.9 times more AI work per watt than the comparison systems, and it went from initial design to tape-out in nine months. The more investable surprise is who helped turn that sketch into silicon. Broadcom Inc. (NASDAQ:AVGO) handled Jalapeño’s physical implementation and supplied the […]

The discount retailer posted a 33% jump in earnings per share and lifted its annual EPS outlook to $7.80–$8.00

Citi's software research chief just called Oracle's brutal summer selloff a rare statistical anomaly and went on CNBC to argue the stock belongs in your portfolio. But his own reasoning contains a contradiction that changes everything about the trade.

(Updates with latest market prices and developments.) US benchmark equity indexes were higher int

Broadcom looks like both a short-term and long-term buy.

Big Tech, once the market leader, is being overshadowed by gains from the new stars of the artificial intelligence boom: semiconductor chipmakers.

The chip design software company reported $2.48 billion in quarterly revenue and lifted its full-year revenue target to $9.715 billion at the midpoint

Oracle stock is in a weird spot. Sales and earnings growth are exploding, but that hasn’t stopped shares from plummeting in recent months. Enough is enough for Citi analyst Tyler Radke: He put a “positive catalyst watch” on Oracle shares Thursday.

Nvidia and Salesforce did the heavy lifting Thursday while 23 of 30 Dow stocks fell. This is what a narrow Wall Street rally looks like.

Nvidia's long-range forecast strengthens Broadcom's custom-chip outlook without guaranteeing supplier share.

Lucid is surging hard off multi-year lows while Rivian barely twitches on the same tape, and the gap between those two moves tells you exactly what is really driving this afternoon's action in electric vehicle stocks.

ServiceNow stock nears a buy point as easing AI disruption fears and AI product sales fuel a sharp rebound from early 2026 plunge.