Notícias
Apenas manchetes de alto sinal - eventos macro, resultados, M&A, regulatório. Listicles e clickbait de analistas filtrados por padrão. Atualizado a cada hora.
SpaceX topped $2 trillion on its first trading day, but history says the stock will drop sharply in the next year.
Shares of Elon Musk's SpaceX rose more than 10% in premarket trading on Tuesday, putting the company on course to overtake Amazon.com in market value to become the world's fifth‑largest company, as it extended a post-IPO rally. The stock, which surged more than 19% on Monday, was last up 10.1% at $211.8, giving the company a market capitalization of nearly $2.8 trillion if gains hold. Amazon was last valued at $2.66 trillion.
Federal Open Market Committee (FOMC) rate hikes might best be viewed as a necessary evil for Wall Street.
For much of the artificial intelligence boom, investors have heard one simple story. Graphics processing units were at the center of it all. That thesis made Nvidia (NVDA) a must-have in the stock market. It also drove investors to Advanced Micro Devices (AMD), Broadcom (AVGO), Marvell Technology ...
SpaceX just completed the largest IPO ever.
The potential deal signals Qualcomm’s bid to strengthen its position in AI and data center semiconductors beyond its smartphone core.
Moby summary of PowerFleet, Inc.'s Q4 2026 earnings call
Yahoo Finance Senior Reporter David Hollerith explains how SpaceX's (SPCX) initial public offering (IPO) is fueling Morgan Stanley (MS), Goldman Sachs (GS), JPMorgan (JPM), Bank of America (BAC), and Citi (C).
Chowdhry's thesis rests on a simple but far-reaching claim: the AI boom that enriched Nvidia is giving way to a different era. "Ai Training is the Past - Ai Inference is the Present - Ai Applications is the Future, i.e., GPUs is the Past, CPUs is the Future," he wrote, framing 2026 and beyond as the era of Intel's 18A Xeon server chips and 18A Panther Lake laptop processors, in direct contrast to 2025 and prior being Nvidia's GPU moment.
Chevron (NYSE:CVX) is an integrated energy major whose July 2025 Hess acquisition added Guyana, Bakken, and Gulf of America assets. With WTI near $95 and the Fed funds rate sitting at 3.75% after 75 basis points of cuts, the question I want to answer is whether income investors can trust the payout. Dividend Snapshot Metric ... Chevron Stock Is an Absolute Steal at 11 Times Forward Earnings
SpaceX is an AI company. And AI companies need to buy memory from Sandisk.
Led by top holdings like Popular, East West Bancorp and Zions, KRE ETF is in buy range as the financial ETF flashes signs of strength.
It's simpler than you might think to build long-term wealth in the stock market.
At $81.27, Netflix (NASDAQ:NFLX) screens as compelling for investors researching quality growth at compressed multiples. A 39% drawdown from the all-time high has compressed one of the highest-quality compounders in media to a forward multiple that finally looks reasonable, just as the advertising business approaches scale. Netflix runs the world’s largest paid streaming service with ... Buy, Hold, or Sell: Dropping 39% From Its All-Time High Under a Hawkish New Fed, Is Netflix an Absolute Buy a
With the 10-Year Treasury yielding 4.48% and the Fed signaling more cuts ahead, income investors are hunting for yield that compounds. Bristol Myers Squibb (NYSE:BMY) offers a 4.39% yield backed by 94 consecutive years of dividend payments. The pharma giant is rebuilding around a Growth Portfolio (Eliquis, Camzyos, Breyanzi) while legacy drugs face generic erosion. ... A Dramatic Shift in Fed Policy Just Unlocked a New Era for Bristol Myers Squibb
A CNBC segment that ran last week opened with a sentence you do not normally hear from a buyer. “It’s stupid. It’s unreasonable… The valuation is really, really aggressive, in my opinion,” said Marvin Jung, a regional director of operations in veterinary care. Then he told CNBC he had requested roughly 1,000 shares of SpaceX ... Why Retail Investors Are Piling Into the SpaceX IPO Despite a Historic $2.1 Trillion Valuation
June 15 (Reuters) - Tensordyne said on Monday it expects more than $200 million in orders for its new inference system, as the AI chip startup positions itself as a direct challenger to Nvidia in a
Adobe (NASDAQ:ADBE) just delivered a record quarter, raised its full-year outlook, and watched its stock fall anyway. That gap between fundamentals and price action frames our thesis. The stock trades at $218.80 after a 15.33% one-week drop and a 37.48% year-to-date decline. Our 24/7 Wall St. price target for Adobe is $320.46, implying 46.46% upside ... Adobe Stock Set for 46% Gain After Earnings Beat
Investing.com -- Nvidia Corp. is preparing to sell investment-grade bonds for the first time in approximately five years, according to Bloomberg News. The chipmaker aims to raise at least $20 billion through the offering.
A Redditor shared the kind of story that makes everyone reach for the calculator. A friend put roughly $1 million into Direxion Daily Semiconductor Bull 3X Shares (NYSEARCA:SOXL), watched the position bleed down to about $200,000 during the 2025 tariff-war selloff, refused to sell, and then cashed out near $7.5 million when the AI chip ... He Watched His $1M ETF Investment Crash to $200k. Then He Cashed Out at $7.5 Million
CrowdStrike has delivered solid returns for shareholders over the past year.
Cybersecurity leaders at major U.S. firms including Nvidia and Adobe have asked the Trump administration to lift restrictions on Anthropic's most powerful AI models, arguing that the bans hamper efforts to prevent the spread of digital attacks. The letter follows Washington's decision on Friday ordering Anthropic to suspend access to its Fable 5 and Mythos 5 models for any foreign nationals over national security concerns. The curbs that Washington has now placed on the technology will limit the cybersecurity industry's ability to find and fix software flaws at a time when other AI tools are making it easier for hackers to exploit vulnerabilities, according to a letter on Sunday signed by more than 50 security leaders.
The fintech stock is extremely cheap, but there are some reasons for it.
While interest rates are widely expected to remain unchanged, Warsh and the Federal Open Market Committee (FOMC) appear set to make a subtle yet powerful monetary policy change.
The Ark Venture Fund was an early investor in the space giant.
Will the top precious metal consistently outperform the largest companies in America?
Nike stock is confounded by multiple forms of inflation, including high producer prices.