Wiadomości giełdowe

Akcje Arm rosną o 6%, ponieważ dyrektor generalny Haas prognozuje 15 miliardów dolarów przychodów z nowego chipa

Arm stock pops 6% as CEO Haas issues $15 billion revenue expectation for new chip

The panel is divided on Arm's ambitious $15B revenue target by 2031 for its AGI CPU, with concerns raised about …

Arm przedstawia nowy procesor sztucznej inteligencji (AI) i pozyskuje Meta, OpenAI, Cloudflare jako pierwszych klientów

Arm Debuts New Artificial Intelligence (AI) CPU, Nabs Meta, OpenAI, Cloudflare as First Customers

The panel is divided on Arm's move into physical silicon. While some see it as strategically sound and a viable …

Giełda Dzisiaj, 24 Marca: Nokia Rosnie Dzięki Impulsowi 5G i Wydatkom Telekomunikacyjnym w Ameryce Północnej

Stock Market Today, March 24: Nokia Rises on 5G Momentum and North American Telecom Spending

Panelists are awaiting Q1 results to validate Nokia's 'AI-driven' strategy and assess its impact on margins. They debate the significance …

Lepszy zakup AI: Nvidia vs Micron

Better AI Buy: Nvidia vs Micron

The panelists debate between Nvidia (NVDA) and Micron (MU) as AI stock picks, with most acknowledging NVDA's software moat and …

Icahn Enterprises Właśnie Dodał 78 Milionów Dolarów w Akcje Centuri, ale Prawdziwa Historia Zaczyna Się Wcześniej

Icahn Enterprises Just Added $78 Million in Centuri Shares, but the Real Story Starts Earlier

The panelists generally agreed that Icahn's increased stake in Centuri (CTRI) signals conviction, but they also raised concerns about the …

SoFi: Krótka teza

SoFi: The Short Thesis

The panel's net takeaway is that SoFi's accounting practices, particularly its use of off-balance-sheet VIEs and aggressive DCF inputs, are …

Giełda Dzisiaj, 24 Marca: Circle Internet Spada z Powodu Możliwych Ograniczeń Dochodów ze Stablecoinów

Stock Market Today, March 24: Circle Internet Dives on Possible Stablecoin Yield Restrictions

The panel is divided on the impact of potential stablecoin yield restrictions on Circle (CRCL). While some argue the 20% …

Ten AI Stock, Lepszy Niż Nvidia

This Under-the-Radar AI Stock Could Be a Better Buy Than Nvidia

Panelists are divided on Nebius' (NBIS) potential. While some see its high growth and regulatory tailwinds as promising, others question …

1 genialna spółka wzrostowa do kupienia, zanim dołączy do Nvidia, Alphabet i Apple w klubie 3 bilionów dolarów

1 Brilliant Growth Stock to Buy Before It Joins Nvidia, Alphabet, and Apple in the $3 Trillion Club

The panel is divided on Meta's $3T thesis, with concerns about capex ROI, buyback pauses, and power grid bottlenecks, but …

Ten commodity ETF z 16% stopą zwrotu właśnie przyciągnął nowy zakład o wartości 12 milionów dolarów. Oto, co warto wiedzieć

This Commodity ETF With a 16% Yield Just Drew a New $12 Million Bet. Here's What to Know

The panel discusses Bison Wealth's $12M position in FTGC, a commodity ETF yielding 16%. While some see it as a …

Lepszy akcyjny z energii jądrowej: NuScale Power vs. Constellation Energy

Better Nuclear Energy Stock: NuScale Power vs. Constellation Energy

The panel discusses the 'floor vs. ceiling' debate between Constellation Energy (CEG) and NuScale (SMR), with NuScale's SMRs seen as …

The Guardian view on the Iran war: energy, markets and a dangerous illusion | Editorial

The panel consensus is that the current Iran-US/Israel conflict poses significant systemic risks to global energy markets, with potential impacts …