Apenas manchetes de alto sinal - eventos macro, resultados, M&A, regulatório. Listicles e clickbait de analistas filtrados por padrão. Atualizado a cada hora.
GE Vernova sells the equipment that generates every hyperscaler megawatt while NextEra owns the megawatts themselves, and right now both stocks are pricing in the same AI power crunch through very different lenses.
Apple is close to overtaking Nvidia as the largest company for the first time in more than a year. Nvidia stock is down 3.7% today, extending its losses from last week. This brought its market capitalization down to $4.8 trillion.
Alphabet and Tesla both missed expectations on the same day and both got sold off, but the fundamentals behind those two drops could not be more different. One company is bleeding. The other is spending by choice.
The AI selloff that crushed Meta shares this week sent one investor straight to the buy button, and the reasoning behind that move cuts against everything the market currently believes about Big Tech spending.
Microsoft shares are sitting 20% below their peak while the underlying business keeps compounding, and that gap is exactly why one investor sees a window closing fast before the July 29 earnings report.
Apple and Nvidia are locked in a battle for the world's top market cap spot, and the company poised to win is not the one dominating AI headlines. The reason why reveals a surprising split forming among investors over the future of artificial intelligence.
Pasqal, a global leader in neutral-atom quantum computing, today announced the appointment of Mark Armstrong as Chief Commercial Officer for Europe, the Middle East, and Africa (EMEA) and the Asia-Pacific region (APAC). Armstrong, a former Hewlett Packard Enterprise (HPE) executive who led HPE’s High Performance Computing and AI business across EMEA, aims to drive Pasqal’s commercial strategy, sales execution and customer expansion in those regions across the EMEA and APAC regions. Armstrong joins Pasqal at a pivotal moment as the company accelerates the commercial deployment of its neutral-atom based quantum systems and expands its global customer base.
Tech skeptics say the AI rally is running on fumes, but one Wall Street analyst sees a demand imbalance so extreme it suggests the buildout has barely started. Here is what the latest hyperscaler earnings reveal about where we actually stand.
Steve Eisman, the investor who called the subprime collapse, just quietly sold one of his longest-held positions and says the retirement portfolio most Americans trust for safety is actually a single concentrated bet waiting to unravel.
US stock futures (ES=F, NQ=F, YM=F) are soaring in Monday's pre-market trading as Wall Street looks ahead to this week's bout of Big Tech earnings, which includes Microsoft (MSFT), Meta Platforms (META), Apple (AAPL), Amazon (AMZN), and Qualcomm (QCOM). Morning Brief Host Julie Hyman is joined by Yahoo Finance Breaking News Reporter Jake Conley and Bullseye American Ingenuity Fund portfolio manager Adam Johnson to discuss whether tech companies raising AI capex is actually hurting profitability and margins.
S&P 500 companies are beating earnings expectations at a historic clip and profit margins are hitting levels never seen before, but a closer look at the numbers reveals one company is quietly distorting the entire picture for the rest of corporate America.
Alphabet dropped 7% after beating earnings estimates by nearly 200%, and that contradiction sent me straight to the buy button. Here is why a 16 P/E on the most aggressive AI infrastructure program in the market looks like the most compelling setup of the summer.
AI and data center projects drove 1.47 trillion baht in investment applications during the first half of 2026.
All eyes on Meta's big spending plans.
Zacks.com users have recently been watching Alphabet (GOOGL) quite a bit. Thus, it is worth knowing the facts that could determine the stock's prospects.
The market is the fastest-growing of all textiles and is pegged to have a valuation of $241.5 billion by 2035.
Robotaxi violations expose another challenge for autonomous driving
Waymo vehicles received 83 parking citations.
Before buying this Magnificent Seven stock, investors need to ask the right questions.
Jensen Investment Management, an asset management company based in the US, released its second-quarter 2026 investor letter for the “Jensen Quality Growth Equity Composite “. A copy of the letter is available to download here. The fund seeks long-term growth by investing in high-quality companies with durable competitive advantages. It returned 10.94% net of fees in […]
CleanSpark sits on a gigawatt-scale Texas power footprint that hyperscalers are racing to secure, yet its stock price tells a very different story. Five potential acquirers line up with very different odds, balance sheets, and strategic motives.
Earnings season kicks into high gear this week.
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.
