Notícias

A JPMorgan research chief compared the strategy to paying a mortgage with a credit card, warning it does nothing to reduce the underlying debt burden

Nvidia’s is spending like its cash is burning a hole in its pocket. It could tie-up with Korean AI chip designer Rebellions, according to a report on Friday. A lot of those investments have been made in companies Nvidia hopes will eventually be big customers such as AI model developers or robot makers.

Shares of the Bitcoin investor have soared this week, putting them on course for their best three-day stretch since November 2024.

Ross Stores spiked 8% after delivering a quintessential beat-and-raise quarter, as it blew past Wall Street's expectations. Earnings got a boost from tariff refunds.

The AI powerhouse will give investors a major update next week.

A brisk rally in industrial stocks this year has defied higher oil prices, rising bond yields and restrictive trade policies, as investors bet on big gains from the artificial intelligence boom. Now signs are emerging the optimism may have gone too far.

The home to some large pharma companies and many smaller biotechs, have risen over 6% this week. The main catalyst was that Moderna and Merck announced successful trial data for a melanoma vaccine that reduces the risk patients will experience recurrence. “The read-through [from Merck and Moderna] to the others is probably indicative of a broader tailwind of pharma taking some strong actions to improve their long-term growth profiles,” says Cantor Fitzgerald analyst Carter Gould.

Strategy Shares Rally as Bitcoin Rebound Sends Holdings Back Into the Green

Investing.com - U.S. stock futures edged higher on Friday, pointing to a modest rebound after Wall Street suffered its steepest decline in three weeks in the previous session, as investors weighed a renewed rise in Treasury yields and a fresh rally in cryptocurrency-related stocks.

Treasury yields just handed AI stocks a brutal week, and while most investors ran for the exits, one Broadcom buyer kept hitting the buy button. The reasoning behind that conviction goes deeper than a simple dip-buying reflex.

Everyone chases GPU stocks while one analog chip maker quietly powers every AI server, EV drivetrain, and factory line on the planet, and its free cash flow just told a story worth paying attention to.

Recent advancements in AI chips have been exemplified by Cloudera's partnership with NVIDIA, which introduces native GPU acceleration for Apache Spark 4.1 within Cloudera Data Engineering. This integration, facilitated by the NVIDIA CUDA-X library cuDF, promises up to fourfold faster processing on NVIDIA GPUs compared to traditional CPUs, without necessitating code alterations. The collaboration aims to accelerate data preparation workflows, thereby reducing cloud compute costs across hybrid...

Datadog's growing portfolio of artificial intelligence products is experiencing high demand, but its stock is expensive.

The bitcoin trade is back on. Crypto hoarder Strategy Inc.'s shares were up 10% Friday in premarket trading. Shares in Robinhood and Coinbase, which benefit from crypto trading, were up more than 5%. U.

There's a major ETF focused on AI memory stocks, but it has some drawbacks.

The off-price retailer posted second-quarter earnings of $2.66 a share, well above its guidance of $1.85 to $1.93

Corinth Pipeworks will produce nearly 250km of LSAW steel line pipe with a total weight of roughly 120,000t.

Investing.com -- Citi maintained its overweight rating on equities in a note Friday, telling investors it would use any weakness ahead of the U.S. midterm elections to add exposure.

Waste Management's share growth hasn't kept up with its revenue and EPS growth this year.

TJX Companies beat its own expectations for the second quarter of fiscal 2027 (Q2 FY27), posting a 4% increase in consolidated comparable store sales that offset a sluggish performance in its core apparel division.

Ethereum has major catalysts on the way, but Solana could achieve even bigger accomplishments first.

It’s been a stellar week for cryptos—and it’s about more than just President Donald Trump calling for Congress to pass the Clarity Act.

Strategy (NASDAQ:MSTR) shares jumped 10. 9% in pre-market trading on Friday after Bitcoin surged above $70,000 overnight, reaching its highest level since early June 2026 and triggering strong gains across cryptocurrency-linked equities.

Coinbase (NASDAQ:COIN) shares jumped 7. 1% in pre-market trading on Friday as investors responded to a combination of bullish comments from CEO Brian Armstrong, growing expectations of US crypto legislation and a powerful short squeeze across digital asset markets.

By Laura Matthews NEW YORK, Aug 21 (Reuters) - Nvidia's earnings report and the Federal Reserve's Jackson Hole symposium will test the assumptions behind this year's stock market rally, offering clues

The wave of debt issuance funding the artificial-intelligence buildout is testing the limits of investor demand, with some large bond buyers warning that the market is showing signs of indigestion. While fund managers remain comfortable with the credit quality of companies such as Amazon and Alphabet, Google's parent company, ‌they are increasingly demanding higher yields to accommodate the flood of issuance. "You've started ‌to see the indigestion show up in tech spreads in particular," said Neil Sutherland, head of U.S. fixed income at Schroders.

Circle Internet (NYSE:CRCL) shares jumped 6. 0% in pre-market trading on Friday, extending their recent rally after the company announced the acquisition of a significant portion of IBM’s global blockchain patent portfolio.

Cryptocurrency-linked shares continued their advance on Friday as Bitcoin (COIN:BTCUSD) climbed to its highest levels since late May, supported by renewed optimism over US digital asset regulation and improving appetite for risk. The latest gains followed President Donald Trump’s call for lawmakers to establish clearer rules for the cryptocurrency industry, adding regulatory momentum to a market already benefiting from Bitcoin’s sharp recovery.

Ross Stores (NASDAQ:ROST) shares rallied in pre-market trading after the off-price retailer delivered stronger-than-expected second-quarter sales and earnings and raised its full-year profit outlook, supported by higher customer traffic and a tariff refund. Sales for the quarter increased 13% year on year to $6.

Investing.com -- Crypto-linked stocks rallied Friday as Bitcoin extended its climb to levels not seen since late May, after President Trump called on lawmakers to pass clear regulatory rules for digital assets.