Apenas manchetes de alto sinal - eventos macro, resultados, M&A, regulatório. Listicles e clickbait de analistas filtrados por padrão. Atualizado a cada hora.
Super Micro's blowout earnings sent its stock surging and pulled Dell and Hewlett Packard Enterprise along for the ride, but a record backlog, a negative cash flow warning, and an open export-control investigation complicate the bull case.
BofA delivers bullish verdict on AMD and Nvidia as AI infrastructure evolves
AI used to mean GPUs. Today, it means CPUs as well.
The data-center opportunity is becoming much broader than GPUs
Moby summary of Advanced Flower Capital Inc.'s Q2 2026 earnings call
Moby summary of Applied Industrial Technologies, Inc.'s Q4 2026 earnings call
The quantum computing specialist's price implies a business more than 10 times its current size. Its own disclosures put no date on one arriving.
Moby summary of LENSAR, Inc.'s Q2 2026 earnings call
Licensing revenue from AI models is driving higher sales and margins.
The company is getting blowback for the circular nature of its hundreds of billions in financing deals as the data-center boom just keeps booming — for now.
The most encouraging aspect of the conglomerate's second-quarter report appears to have gone mostly overlooked.
The streaming video specialist got a notable vote of confidence from one of the biggest names on Wall Street.
Simpler isn't just easier, it's also almost always better.
Intuitive Machines is booking sales like a machine -- but so far, all those sales are unprofitable.
The company needs to release new successful products to get the stock back on track.
Ondas crushed sales expectations in Q2 and raised its full-year revenue guidance, but that wasn't enough for the market.
Is the AI lender starting to turn the corner?
Michael Burry is pointing at a $770 billion AI spending wave and asking whether the money circling through hyperscalers, chip makers, and AI labs is creating real value or just the appearance of it.
The cross-border payment middleman has finally achieved sufficient scale to easily cover its fixed and variable costs. This is the moment shareholders have been waiting for.
SpaceX is seeking to aggressively expand its data center capacity.
AIP is changing how businesses operate -- and opening new opportunities for Palantir.
CoreWeave's Q2 blowout sent shares surging, but the stock still sits deep in the red over three months while one Wall Street firm holds a price target that implies a runway most investors are ignoring.
The market is positioned for the company to post great results and for CEO Jensen Huang to sound super bullish on the earnings call.
The new jobs report may have complicated the decision.
Nvidia CEO Jensen Huang has spent years telling investors his chips are indispensable to the future of computing. On Aug. 10, he tried something bolder, convincing some of the most powerful money managers on Wall Street to treat those same chips like an entirely new kind of investment. One that ...
Barrick Mining's shares are down about 20% from their 52-week high.
Intel just posted its strongest revenue growth in over 15 years, yet shares sit more than 30% below their recent peak after a massive stock offering rattled investors. Whether that gap is a buying opportunity or a warning sign depends entirely on one unresolved question about its foundry business.
Morning Brief Host Julie Hyman welcomes Defiance ETFs CIO Sylvia Jablonski and Yahoo Finance Senior Business Reporter Ines Ferre to the show to break down Nvidia (NVDA)’s circular financing, the cyclical nature of the semiconductor industry, and whether massive AI capex spending can continue to fuel the chip rally.
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