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Notícias

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

23,744 signal articles · 345 in last 24h · 113,012 total before filter · latest 32m ago
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Prediction: Elon Musk Will Target 2 Trillion-Dollar Acquisitions After the SpaceX IPO
24/7 Wall St.63d agoneutral
Prediction: Elon Musk Will Target 2 Trillion-Dollar Acquisitions After the SpaceX IPO

The market is already treating tomorrow’s SpaceX IPO as one of the most important public offerings in decades. Investors are focused on valuation, demand, and whether the company can justify the excitement surrounding a business that spans launch services, Starlink internet, artificial intelligence, robotics, and advanced manufacturing. Yet the bigger story may be what happens ... Prediction: Elon Musk Will Target 2 Trillion-Dollar Acquisitions After the SpaceX IPO

Investing.com63d agoneutral
BofA lifts targets on AMD and ARM, raises CPU TAM to $170bn

Investing.com -- Bank of America has raised its 2030 server CPU total addressable market estimate to more than $170 billion from $125 billion, arguing that agentic AI is driving a near-fivefold expansion in CPU demand and lifting price objectives across several semiconductor names.

SoftBank Attempt to Get $6 Billion OpenAI Margin Loan Stalls
Bloomberg64d agoneutral
SoftBank Attempt to Get $6 Billion OpenAI Margin Loan Stalls

(Bloomberg) -- SoftBank Group Corp.’s talks with potential creditors to raise at least $6 billion from a margin loan backed by its OpenAI stake have stalled, people familiar with the matter said, just weeks after the Japanese conglomerate cut its initial target from $10 billion.Most Read from BloombergHouse Republican Says Hegseth’s D-Day Remarks ‘Inappropriate’US Launches Strikes Against Iran After Helicopter Shot DownUS Strikes Iran After Helicopter Downed, Testing Peace TalksStocks Pare Tech-

SMH ETF Investors: Watch Hyperscaler Capex Guidance at July Earnings Calls
24/7 Wall St.64d agoneutral
SMH ETF Investors: Watch Hyperscaler Capex Guidance at July Earnings Calls

The VanEck Semiconductor ETF (NYSEARCA:SMH) closed Friday at $599, capping a stretch in which SMH has returned roughly 146% over the past year and tacked on nearly 20% in May alone. SMH is up about 66% year to date, and the rally has been driven less by NVIDIA than most holders assume. Because the fund ... SMH ETF Investors: Watch Hyperscaler Capex Guidance at July Earnings Calls

Arqit Quantum Inc. (ARQQ) Reports Q1 Fiscal 2026 Results
Insider Monkey64d agoneutral
Arqit Quantum Inc. (ARQQ) Reports Q1 Fiscal 2026 Results

Arqit Quantum Inc. (NASDAQ:ARQQ) is one of the Best Quantum Computing Stocks. On May 21, 2026, Arqit Quantum Inc. (NASDAQ:ARQQ) reported Q1 fiscal 2026 revenue of $623,000, up sharply from $67,000 a year earlier and $463,000 in the prior half. It also reported eleven contracts as compared to seven in the entire year of 2025. […]

AMD Just Hit 2030’s Earnings Target Two Years Early. Here’s What Happens Next
24/7 Wall St.65d agoneutral
AMD Just Hit 2030’s Earnings Target Two Years Early. Here’s What Happens Next

Bernstein’s Stacy Rasgon spent years as a skeptic on Advanced Micro Devices (NASDAQ:AMD). On a recent episode of The Real Eisman Playbook, he flipped the script.”I’m looking at 2028 and I’m pretty close to $20 in earnings, which was their 2030 target.” Read that again. The 2030 number, pulled forward two years. Rasgon is not ... AMD Just Hit 2030’s Earnings Target Two Years Early. Here’s What Happens Next

Bloomberg65d agoneutral
Taiwan Eyes Curbs on AI Chip Sales to China to Align With US

(Bloomberg) -- Taiwan authorities are considering much stricter export controls on AI chip sales to China to further align with US measures, according to people familiar with the matter, an effort to address semiconductor smuggling that risks drawing a rebuke from Beijing. Most Read from BloombergHouse Republican Says Hegseth’s D-Day Remarks ‘Inappropriate’LA Mayor Race Flips as Socialist Beats Reality TV Star PrattTrump’s $100,000 H-1B Visa Application Fee Rejected by JudgeOpenAI Joins a Massiv

Intel stock makes eye-popping move on Google, Nvidia news
TheStreet65d agoneutral
Intel stock makes eye-popping move on Google, Nvidia news

Intel spent the second half of last week, between June 4 and 5, getting hammered alongside the rest of the chip sector. Then things changed on Monday, June 8. Shares of Intel (INTC) jumped about 13% to roughly $112 in early trading, one of the stock’s sharpest single-day moves of the year, after ...