Notícias
Apenas manchetes de alto sinal - eventos macro, resultados, M&A, regulatório. Listicles e clickbait de analistas filtrados por padrão. Atualizado a cada hora.
Cerebras Stock Gets a Fresh Boost as Wedbush Eyes $280 Target
One data center deal points to much bigger demand ahead

A big data center lease just sent Riot Platforms shares soaring, after Bloomberg named the undisclosed tenant as Anthropic.

Advanced Micro Devices (NASDAQ:AMD) expects continued rapid growth in its server CPU and data center businesses as demand for AI inference systems, including agentic AI workloads, expands, according to Matt Ramsay, the company’s corporate vice president of financial strategy and investor relations.

Riot Platforms (Nasdaq: RIOT), the data infrastructure company well-known for its Bitcoin (BTC) mining and artificial intelligence (AI) operations, signed a 20-year lease with a leading AI lab on Aug. 10. Bloomberg identified the AI lab as Anthropic. Riot announced the data ...

Riot Platforms, the Bitcoin miner-turned-data center operator, has struck a $9.1 billion compute supply deal with Anthropic, a source tells Barron’s.

Riot Platforms shares are surging on a deal with a big name in AI.

INTC's 25% revenue jump, surging data center sales and AI PC growth point to a stronger recovery, even as margin and China risks persist.
Rackspace Technology (NASDAQ:RXT) reported second-quarter revenue of $670 million, up 1% from a year earlier, as the company outlined an expanded enterprise AI infrastructure strategy built around managed compute, inference and sovereign AI deployments. Chief Executive Officer Gajen Kandiah said th
Bitcoin’s biggest rival for investor attention may no longer be Ethereum (CRYPTO: ETH) or any other cryptocurrency. Increasingly, it’s the AI trade. Bitcoin (CRYPTO: BTC) trades near $64,000, well below its October record above $126,000, while Advanced Micro Devices (NASDAQ:AMD)...
AMD and Broadcom both just posted monster AI quarters, but only one of them actually complements an Nvidia position without picking a fight with it. The case for each comes down to a fundamental question about how the datacenter gets built.
Riot Platforms, the Bitcoin miner-turned-data center operator, has struck a $9.1 billion compute supply deal with Anthropic, a source tells Barron’s.
Marvell surged over 145% this year before pulling back sharply, and that gap between peak hype and current price is exactly where the most interesting trades hide. Here is what the numbers say about where MRVL goes from here.
A surprise lease announcement sent Riot Platforms surging after hours, leaving traders scrambling to decide whether a single contract just rewrote the entire valuation story for former Bitcoin miners racing into AI infrastructure.
Two AI power infrastructure stocks are surging in premarket trade after separate catalysts raised the same urgent question: how much runway is left in the race to lock up gigawatts for hyperscale AI.
The 20-year deal to supply 191 megawatts is reportedly with Anthropic
Anthropic’s $965 billion IPO path rests on the aggressive, multi-layered industrialization of compute. The company has transformed access from a variable cost into a structural moat by diversifying hardware and energy supply across three continents through seven distinct funding mechanisms — effectively decoupling its growth from the supply-chain bottlenecks that throttle competitors tethered to single-cloud […]
Every hyperscaler on the planet just committed to a spending spree that funnels through one chokepoint, and the Aug. 26 earnings report will either validate the conviction or expose the cracks in it.
Intel (NASDAQ:INTC) raised $20 billion through an expanded share offering on Tuesday, taking advantage of the sharp rally in its stock to secure additional funding for its capital-intensive push into contract chip manufacturing. The chipmaker priced the offering at $95 per share, representing a 2.
These three companies have seen a lot over the years but still have each been able to increase their dividend payouts for 50-plus consecutive years.
Riot Platforms Inc. (NASDAQ: $RIOT) shares jumped after hours Monday after the company reported second-quarter reve...
(Bloomberg) -- Anthropic PBC has struck a $9.1 billion deal with Riot Platforms Inc., a Bitcoin mining company that recently began selling AI data center capacity, people familiar with the matter said, underscoring the Claude maker’s efforts to secure enough computing to meet its customers’ demand.Most Read from BloombergChina Unleashes $28 Trillion Capital Markets to Challenge US in AIStocks Churn as Hormuz Standoff Spurs Rally in Oil: Markets WrapIran Shakes Up Security Team After Saying Oman
Screens are very useful tools for investors to filter out the noise, allowing for full focus on preferred parameters.

