United States Últimas notícias

Hyperscalers' capex boom is closely watched as the ultimate barometer of how long the AI cycle lasts. Nvidia's earnings show demand broadening and rising faster elsewhere, reducing chipmakers' overdependence on mega-cap tech. Ivan Feinseth, CIO at Tigress Financial, recaps Nvidia earnings and discusses his outlook on the broader sector as some big tech IPOs loom.

Gogoro (NASDAQ:GGR) reported a significantly narrower net loss and positive operating cash flow for the first quarter of 2026, navigating a mixed operational landscape where expanding energy subscription revenues offset soft consumer hardware demand.

Jarrod Agen, Executive Director of National Energy Dominance Council and President Trump's energy advisor joined Bloomberg Open Interest to talk about how gas prices will drop fast once the Strait of Hormuz reopens. He also defends the administration's aggressive "Drill Baby Drill" agenda. Agen touts record oil lease sales, LNG expansion, Alaska drilling, and a possible gas tax holiday as America races for "energy dominance."

Danielle Poli, co-portfolio manager for global credit at Oaktree Capital Management, says a cautious approach to credit investing still provides opportunities for tempting yields. She speaks with Dani Burger and Matthew Miller on "Bloomberg Open Interest."

Nvidia's latest earnings reveal a major shift in AI demand. TD Cowen analyst Joshua Buchalter explains why hyperscalers are no longer the whole story, how AI is moving beyond data centers into the real world, and why the company's massive supply chain commitments could cement its dominance for years.

Gil Luria, DA Davidson head of technology research, says Nvidia CEO Jensen Huang is "dunking" on all the competition. Joe Kaiser of Switchyard Partners also reacts to Nvidia's earnings and SpaceX going public. They are on "Bloomberg Open Interest."

Elf Beauty CFO Mandy Fields joins Bloomberg Open Interest to break down the company's massive earnings beat, revealing how Rhode fueled nearly all quarterly growth. She also explains why Elf is expanding beyond TikTok with a Survivor partnership, while maintaining luxury-level profit margins on affordable beauty products.

History offers a cautionary parallel. During the dot-com boom of the 1990s, then-Fed Chairman Alan Greenspan correctly argued that rapid productivity gains would help restrain inflation. But the central bank did not slash rates. Initially, it just held them steady. By the end of the decade, however, the Fed raised them sharply as investment surged and the economy accelerated. Lakshman Achuthan, COO and co-founder at ECRI, discusses why he felt the inflation cycle was beginning an upward trend pre-Iran war and why he anticipates it will continue.

NIO (NYSE:NIO) reported a 112.2% surge in first-quarter revenue for 2026, driven by a near-doubling of vehicle deliveries and vastly improved manufacturing margins that pushed the company’s adjusted net results into profitability.

On this episode of Stock Movers with Alexis Christoforous: - Walmart (WMT) shares are on the move after reporting earnings. It reported solid sales growth, with comparable sales in US stores rising, excluding fuel, in the latest quarter. The company's focus on low prices, fast delivery, and wide assortment has helped it gain market share across income levels. - Intuit (INTU) shares are sinking after the tax-preparation software company reported its third-quarter results and gave an outlook. It also said it is cutting about 17% of its staff, confirming an earlier Reuters report. - Deere & Co (DE) shares are getting a boost from its construction and forestry segments, helping to offset volatile agriculture markets that continue to crimp farmer spending.

PNC Asset Management Chief Investment Officer Amanda Agati sees "a little bit of steam coming out of the market rally sails." She speaks on "Bloomberg Open Interest."

Parker Hannifin (NYSE:PH) has signed a definitive agreement to acquire CIRCOR Aerospace from KKR and CIRCOR International, Inc. for a cash purchase price of $2.55 billion, marking a significant expansion for the industrial giant's flight-critical components division.