Apenas manchetes de alto sinal - eventos macro, resultados, M&A, regulatório. Listicles e clickbait de analistas filtrados por padrão. Atualizado a cada hora.
A risk-off wave is hammering optics stocks at midday Tuesday, and the triggers go well beyond anything that changed in the optics sector itself. Two separate headlines about AI spending have investors scrambling to reprice names that already carry enormous year-to-date gains.
Bitcoin miners built massive power portfolios and coin treasuries to outrun spot crypto exposure in 2026, yet rising Treasury yields are punishing the very infrastructure bet investors rushed to make. Here is why rates are now setting the price, not the Bitcoin balance sheet.
Uranium funds just shed nearly a third of their value at the exact moment AI power demand is shattering records, and the reason that contradiction matters comes down to which of three very different ETFs an investor happens to own.
NuScale just posted quarterly revenue that would embarrass a lemonade stand, yet the company holds something no other SMR developer in America can claim. Here is what that paradox means for investors weighing a stock already down sharply this year.
Michael Saylor says a Strategy share buyback isn't a priority, but he'd consider it if MSTR trades at a deep enough discount to net asset value. The stock is down about 73% year-over-year as Strategy builds a $4.8 billion cash reserve. CoinDesk's Uyen Truong hosts "CoinDesk Daily."
Earlier this month, Chipotle Mexican Grill faced a Minnesota federal lawsuit tied to a multistate Salmonella outbreak affecting over 200 reported customers, even as it continued rolling out promotions like Chipotle IQ and prepared to open its first restaurant in Saudi Arabia with franchise partner Alshaya Group. This mix of food safety litigation and ongoing international and customer-engagement initiatives highlights how operational risks can sit alongside growth efforts in shaping...
Even though Allison Transmission (currently trading at $125.25 per share) has gained 7.1% over the last six months, it has lagged the S&P 500’s 13.1% return during that period. This might have investors contemplating their next move.
The Chinese search leader's AI investments aren't paying off quickly enough to pick up the slack for its slowing legacy business.
A selloff in chipmakers sent stocks lower, with the market also falling as inflation angst and rising government debt kept bond yields elevated. Longer-dated bonds are at the epicenter of anxiety about everything from inflation to the debt-laden artificial-intelligence boom. Liz Ann Sonders, Chief Investment Strategist at Charles Schwab, discusses the gap between sell-side consensus and buy-side expectations.
A 29-state youth-harm trial opened in Oakland Tuesday with damages that could dwarf Meta Platforms' entire market cap, and that legal cloud is landing just as the company's cost structure shows a troubling divergence from its revenue growth.
Rising Treasury yields are punishing Bitcoin miners making expensive bets on AI infrastructure, and some of the biggest year-to-date winners in the sector are giving back gains fast. Here is what the synchronized selloff reveals about the risks hiding inside the AI miner pivot.
Morgan Stanley Does sounds the alarm on semiconductor stocks -- or does it?
A new app makes it easier for McDonald’s employees to get to their jobs.
Carvana just posted its best quarter ever, yet the stock keeps sliding while a traditional rival is up over 50% this year. Something about that gap deserves a closer look.
Open-source artificial intelligence is no longer the discount alternative to Silicon Valley's frontier labs. It is setting the pace on the newest battleground: the laptop sitting in front of the user. The pitch behind that lead was simple. Download the weights, run the model on your own hardware, ...
Broadcom (AVGO) is back in focus after the stock fell almost 6% on Friday, its sharpest single day decline in over two months. The pullback quickly drew renewed interest from retail traders. See our latest analysis for Broadcom. The recent 6% single day drop fits into a choppy few months for Broadcom, with a 7 day share price return of down 7.1% and a 30 day share price return of up 5.83%. Even so, long term total shareholder return remains strong, with a 1 year total shareholder return of...
The firm says product and monetization work is underappreciated
Cerebras shares tumbled after a Q2 revenue miss, but its new OpenAI deployment could give investors a fresh reason to reconsider the beaten-down AI chip stock.
Shares are near oversold, but not there yet.
Workday stock in focus as Deutsche Bank downgrades it to 'Hold.' Here’s why the firm’s analyst recommends caution in playing WDAY shares.
Klarna posted a Q2 beat and raised its profit outlook, yet the stock cratered while rivals shrugged. The reason behind that split tells a very different story than the headline numbers suggest.
Bitcoin (CRYPTO: $BTC) has climbed above $64,000, but the rebound is taking place in thin trading conditions, raisi...
Rising Treasury yields are dragging hydrogen and fuel cell stocks lower Tuesday, but the selling is hitting each company differently, and the pattern reveals something specific about what the market fears most right now.
Baidu.com (NASDAQ:BIDU) shares fell 9.3% in Tuesday morning trading after the Chinese tech giant reported second-quarter results that missed analyst estimates on revenue, earnings and net income. Revenue for the quarter came in at RMB31.3 billion, below the RMB31.96 billion analysts had...
Greg Abel just made his boldest move as Berkshire's new CEO, deploying billions into three distinct bets that reveal exactly what he thinks comes next for markets and housing.
Klarna trimmed its annual guidance, which overshadowed a second quarter earnings beat.
Klarna trimmed its annual guidance, which overshadowed a second quarter earnings beat.
Klarna stock plunged after the consumer financing firm reported Q2 earnings that topped views but the company lowered guidance.
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.
