The June Inflation report doesn't reverse a 63-month (and counting) trend of above-target price increases.
Actualités
Uniquement les titres à fort signal - événements macro, résultats, M&A, régulation. Listicles et clickbait d'analystes filtrés par défaut. Rafraîchi toutes les heures.
An IPO doesn't just move the value of the new stock. Here's how the SpaceX IPO has impacted millions of passive investors.
U.S. chipmaking giants Intel and Advanced Micro Devices are signing longer-term purchase commitments with Chinese server customers for data-centre processors as prices surge, two people familiar with the talks said. The move highlights a broader consequence of the AI boom: demand has spread beyond AI accelerators to memory, networking gear and server processors, giving suppliers greater leverage to seek long-term purchase deals. AI data centres require not only Nvidia-style graphics processors (GPUs) but also large numbers of central processing units (CPUs) to support servers, storage, networking and inference workloads.
The chipmaker finally put a name on its foundry momentum -- two days before the report that will test it.
Will an announcement on Meta's earnings call lead to a surge in the stock price?
Two companies report earnings on the same morning, but retirement investors only have room for one. Before the opening bell on July 23, the gap between these two stocks tells a story worth understanding.
Major banks just gave investors a fresh read on the American consumer, and the news is a good sign for the economy.
SpaceX must bridge the gap between its visionary long-term plans and the reality of its current operations.
July 22 (Reuters) - U.S. stock index futures dipped on Wednesday, pressured by weakness in chip stocks, as investors remained cautious ahead of the first batch of Big Tech earnings that could decide
Nvidia is trailing the Nasdaq-100 this year, but that may not last.
SpaceX is down 36% from its post-IPO high, but history says the stock has further to fall.
Inflation has become a broad-based problem, according to one of the 12 voting members of the Federal Open Market Committee (FOMC).
Taiwan's Wistron, a supplier to Nvidia, launched a $700 million manufacturing facility in Texas on Tuesday to produce the U.S. chipmaker's latest AI systems, as Taiwanese electronics makers expand U.S. production to meet soaring demand for AI infrastructure. • The Fort Worth facility manufactures Nvidia's GB300 Grace Blackwell Ultra Superchip. Nvidia CEO Jensen Huang has described the AI system built around the product as "the most powerful AI supercomputer in the world."
Advanced Micro Devices (AMD) stock jumped more than 7% Tuesday, July 21, as investors cheered the chipmaker's latest AI infrastructure push and looked ahead to its key AI event. On Monday, July 20, AMD introduced Helios, its first rack-scale AI system, which is expected to begin shipping later this ...
Novo Nordisk is also demanding that Eli Lilly pull its ads and pay damages.
Every market boom eventually runs into the same problem, and it rarely shows up where investors expect it. You ride a simple story — in this case, artificial intelligence needs endless chips and data centers — straight up the chart until the numbers stop feeling real. Then something jolts the ...
Netflix just posted a beat on earnings and its biggest buyback quarter ever, yet the stock cratered anyway. Jim Cramer thinks that disconnect has created a rare opening, but his buy strategy comes with a pointed warning about what comes next.
Jim Cramer is steering investors away from NASDAQ and toward industrial blue chips, but one of his top picks fell nearly eight dollars even after landing what he called a ridiculous, record-breaking order. Here is why he still thinks the setup is worth it.
Mega-IPOs don't necessarily become the biggest winners -- at least, not quickly.
A Berkshire acquisition from 10 years ago gives the Oracle of Omaha's conglomerate exposure to the data center proliferation trend.
The Dow Jones Industrial Average added 0.7%, and the Nasdaq composite climbed 1.3%. Micron Technology and Nvidia were the two strongest forces lifting the market as AI stocks climbed for a second straight day after tumbling the week before. The Nasdaq composite rose 329.13 points, or 1.3%, to 25,837.21.
MSCI's second-quarter earnings were fine, but the stock is selling off after missing analysts' expectations.
Another restructuring is rattling nerves days before earnings. The cash flow math, however, tells a calmer story.
SK Hynix recently completed a $26.5 billion secondary listing on the Nasdaq.
AMD has broken a chip monopoly before. In the 2000s, it took server market share away from Intel’s dominant x86 processors, forcing years of price and performance competition that reshaped enterprise computing. Two decades later, AMD is attempting a similar disruption, this time against Nvidia’s ...
CEO Michael Intrator says the global AI build-out requires capital on a scale rarely seen, but that he is on the “right side” of a generational change.
ASML's results make it clear that the company is benefiting big time from the heavy investments in AI infrastructure.
Investors are worried about Oracle's debt, but the company's long-term prospects could outweigh the near-term risks.