Grafa — Page 49 | Grafa

Grafa — Page 49 | Grafa

HeadlinesVer todos os canais

AI networking demand is redrawing the enterprise hardware race

Percepções

6 days ago

AI networking demand is redrawing the enterprise hardware race

Cisco Systems (NASDAQ:CSCO) reported FY 2026 revenue of $63.3 billion, up 12%, as AI infrastructure orders reached $9.3 billion.
Arista, HPE, Dell and Ciena are also reporting higher networking or AI infrastructure sales as data-center spending expands.
The next phase depends on sustained AI infrastructure demand, product execution, supply availability and competition across networking architectures.

ETF uncertainty is reshaping the next crypto approval race

Percepções

6 days ago

ETF uncertainty is reshaping the next crypto approval race

Grayscale has withdrawn three crypto ETF applications, putting the spotlight back on the next wave of token approvals.
The strongest comparable assets are Solana, XRP, Litecoin, and Ethereum, which remain central to ETF and institutional access discussions.
The biggest challenge remains regulatory approval standards and how the US SEC evaluates different crypto assets.

AI infrastructure demand accelerates the server hardware race

Percepções

6 days ago

AI infrastructure demand accelerates the server hardware race

Super Micro Computer (NASDAQ:SMCI) reported fiscal Q4 2026 net sales of $11.1 billion, up about 91% year over year, driven by demand for AI server infrastructure.
The company reported net income of $1.18 billion, a gross margin of 17.5%, and fiscal 2026 sales of $39.1 billion.
AI infrastructure companies are expanding production capacity while managing supply constraints, capital requirements, and demand for high-performance computing systems.

Why Australia's banking giants are thriving despite stubborn interest rates

Percepções

6 days ago

Why Australia's banking giants are thriving despite stubborn interest rates

The Reserve Bank of Australia kept its official cash rate at 4.35% for the second consecutive meeting, noting that persistent inflation keeps potential monetary tightening on the table.
Australia's major banks trade on price-to-earnings ratios spanning 17.6 to 28.2, underpinned by robust capital positions and stable credit quality.
Sector executives project that high borrowing costs and slowing domestic economic activity will continue to influence credit growth and loan impairment expenses.

Why crypto holders are abandoning exchanges for hardware wallets

Percepções

7 days ago

Why crypto holders are abandoning exchanges for hardware wallets

Hardware wallet sales in Russia have more than doubled, pointing to stronger demand for self-custody.
The trend is also visible across major hardware wallet providers, with users increasingly moving assets off exchanges.
The main risk remains self-custody responsibility, including device security and recovery phrase management.

The hidden tax war quietly reshaping domestic infrastructure pipelines

Percepções

7 days ago

The hidden tax war quietly reshaping domestic infrastructure pipelines

The Australian Productivity Commission released an interim report declaring the 2018 GST distribution reforms a costly error. The system shifted $23 billion to Western Australia and requires an immediate overhaul.
Maintaining the current structure will cost the federal budget an estimated $60 billion by the end of the decade. This structural shortfall actively strains the fiscal capacity of eastern states.
Returning to horizontal fiscal equalisation threatens Western Australia's economic surplus. It simultaneously unlocks $47 billion for eastern states, forcing civil contractors to re-evaluate domestic pipelines.

AI cloud providers scale infrastructure as demand accelerates

Percepções

7 days ago

AI cloud providers scale infrastructure as demand accelerates

CoreWeave (NASDAQ:CRWV) reported Q2 2026 revenue of $2.58 billion, more than doubling year over year, with revenue backlog reaching approximately $104 billion.
The company reported adjusted EBITDA of $1.51 billion, while GAAP net loss widened to about $626 million as infrastructure investment continued.
AI cloud providers are expanding computing capacity through financing, customer partnerships, and specialized infrastructure while managing high capital requirements.

Why crypto custody is becoming a battle for institutional capital

Percepções

7 days ago

Why crypto custody is becoming a battle for institutional capital

BitGo reported 19% second-quarter revenue growth and US$4.3 billion in custody assets.
Institutional crypto infrastructure firms are competing across custody, settlement, staking, and trading services.
Regulation, security requirements, and institutional licensing remain the biggest barriers in this sector.

Major property groups cash in retail assets to boost liquidity

Percepções

7 days ago

Major property groups cash in retail assets to boost liquidity

Lendlease executed a contract to divest its 50% stakes in two high-profile shopping centres, Lakeside Joondalup and Westfield Carindale, to Cbus Property for approximately $1.3 billion.
The transaction highlights active capital recycling across major Australian property groups, with Lendlease Group shares reacting at $3.14 following the announcement.
Sector participants continue to focus on operational streamlining, liquidity enhancement, and capital return strategies amid evolving commercial property valuations.

Coach’s growth is reshaping the luxury accessories race

Percepções

7 days ago

Coach’s growth is reshaping the luxury accessories race

Tapestry (NYSE:TPR) reported fiscal 2026 revenue of $8 billion, up 14%, as Coach revenue increased 24% for the year.
Ralph Lauren is also posting double-digit growth, while Capri and LVMH’s Fashion & Leather Goods business show a more mixed sales picture.
The sector now faces uneven consumer demand, tariffs, currency movements and pressure to protect margins while maintaining brand growth.

GARANTA JÁ SEU GRAFA EDGE

Sign up free to unlock this feature

Vamos ativar um teste de 30 dias do Edge como presente de boas-vindas