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Apenas manchetes de alto sinal - eventos macro, resultados, M&A, regulatório. Listicles e clickbait de analistas filtrados por padrão. Atualizado a cada hora.

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Credo (CRDO) Soars Ahead of Earnings, Revenues Seen to More-Than-Double
Insider Monkey1d agobullish
Credo (CRDO) Soars Ahead of Earnings, Revenues Seen to More-Than-Double

Credo Technology Group Holding Ltd. (NASDAQ:CRDO) saw its share price climb by 8.82 percent on Monday to finish at $282.82, as investors began positioning their portfolios ahead of its earnings results for the first quarter of fiscal year 2027. According to the company, it is scheduled to release the results after market close on September […]

The Trump Administration Could Soon Create the ‘Mother of All’ AI Bottlenecks. These Stocks Could Soar.
24/7 Wall St.12d agobullish
The Trump Administration Could Soon Create the ‘Mother of All’ AI Bottlenecks. These Stocks Could Soar.

China controls more than 50% of the global transceiver market, and the Federal Communications Commission is drafting a measure to bar imports of new Chinese optical transceivers, with officials hoping to publish the rule this year. Optical transceivers are the fiber-optic pipes that move AI training data between GPUs at the speed of light. If ... The Trump Administration Could Soon Create the ‘Mother of All’ AI Bottlenecks. These Stocks Could Soar.

These 7 Stocks Will Solve AI’s Most Important Bottleneck
24/7 Wall St.50d agoneutral
These 7 Stocks Will Solve AI’s Most Important Bottleneck

Artificial intelligence has no shortage of obstacles. The industry is scrambling to secure enough electricity to power new data centers, enough land to build them, and enough high-bandwidth memory (HBM) to keep next-generation chips fed with data. Yet another constraint is emerging that could prove just as important: moving information between those chips fast enough ... These 7 Stocks Will Solve AI’s Most Important Bottleneck

Investing.com57d agoneutral
Credo Technology pops 3.5% as Evercore initiates with monster $325 price target

Investing.com -- Credo Technology Group (NASDAQ:CRDO) shares climbed 3.5% on Monday after Evercore ISI analyst Mark Lipacis initiated coverage with a roaring Outperform rating and a $325 price target. Following Friday’s close at $271.83, Lipacis’s target hands the high-speed connectivity challenger a premium of roughly 20% above its current record-high trading levels. In a detailed note to clients, Lipacis argued that Wall Street is completely misjudging the scale of Credo’s long-term opportunit

Here Are Monday’s Best Wall Street Analyst Research Calls: Accenture, Apple, Boyd Gaming, BWX Technologies, Conoco-Phillips, Estee Lauder, Hut 8, Incyte, SpaceX, and More
24/7 Wall St.57d agoneutral
Here Are Monday’s Best Wall Street Analyst Research Calls: Accenture, Apple, Boyd Gaming, BWX Technologies, Conoco-Phillips, Estee Lauder, Hut 8, Incyte, SpaceX, and More

Pre-Market Stock Futures: Futures are trading mixed as we prepare to finish the last full week of the second quarter. We finished a wild holiday-shortened trading week last Thursday, as Friday was the federal Juneteenth holiday, and all major indices rebounded smartly from the Federal Reserve-induced sell-off on Wednesday. Details of the signed memorandum of ... Here Are Monday’s Best Wall Street Analyst Research Calls: Accenture, Apple, Boyd Gaming, BWX Technologies, Conoco-Phillips, Estee Laud

Credo Technology (CRDO) Completes Acquisition of DustPhotonics to Expand Optical Connectivity Portfolio
Insider Monkey68d agoneutral
Credo Technology (CRDO) Completes Acquisition of DustPhotonics to Expand Optical Connectivity Portfolio

Credo Technology Group Holding Ltd. (NASDAQ:CRDO) is one of the best IPO stocks to buy and hold for 2 years. On May 28, Credo Technology announced the completion of its acquisition of DustPhotonics. The deal integrates DustPhotonics’ silicon photonics technology into Credo’s portfolio, enabling support for 800G, 1.6T, and 3.2T optical connectivity. This acquisition provides […]

Wall Street delivers a surprising verdict on Credo stock
TheStreet75d agoneutral
Wall Street delivers a surprising verdict on Credo stock

Wall Street keeps getting more and more bullish on Credo Technology (CRDO). But investors aren't. That divergence is becoming one of the more interesting stories in the artificial intelligence infrastructure business. The connectivity chip manufacturer just reported another quarter of triple-digit ...

Credo Technology Group Q4 Earnings Call Highlights
MarketBeat78d agoneutral
Credo Technology Group Q4 Earnings Call Highlights

Credo Technology Group (NASDAQ:CRDO) reported record fiscal fourth-quarter and full-year results, with management pointing to strong demand for artificial intelligence data center connectivity and forecasting another year of rapid growth. Chief Executive Officer Bill Brennan said fiscal 2026 was “a