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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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Stocks to Watch: Estee Lauder, IBM, GloubalFoundries
The Wall Street Journal86d agoneutral
Stocks to Watch: Estee Lauder, IBM, GloubalFoundries

↗️↘️Estee Lauder (EL): The U.S. cosmetics giant and Spanish beauty group Puig (ES:PUIG) said they have terminated discussions of a potential business combination, ending speculation that the two could create one of the world’s largest beauty companies.

Dan Ives Called IBM 'Sleeping Giant'—Now Trump's $1 Billion Quantum Bet Is Proving Him Right
Benzinga86d agoneutral
Dan Ives Called IBM 'Sleeping Giant'—Now Trump's $1 Billion Quantum Bet Is Proving Him Right

A new company backed by International Business Machines Corp. (NYSE:IBM) is receiving a $1 billion U.S. government investment to establish America’s first quantum foundry, supporting Wall Street forecasts that IBM will be a central player in the global quantum industry. Validating The ‘Massive Upside’ This historic federal backing confirms Wedbush Securities analyst Dan Ives‘ thesis. Analyzing the tech sector’s trajectory, Ives told CNBC that IBM is a “sleeping giant” and praised its strategic d

Why Are Intel (INTC) Shares Soaring Today
StockStory86d agobullish
Why Are Intel (INTC) Shares Soaring Today

Shares of computer processor maker Intel (NASDAQ:INTC) jumped 5.4% in the afternoon session after the stock continued to rally following news of a preliminary chip-making deal with Apple, a significant analyst price target increase, and reports of potential acquisition talks.

Intel McLaren AI Deal Fuels Racing Ambitions But Raises Valuation Questions
Simply Wall St.86d agoneutral
Intel McLaren AI Deal Fuels Racing Ambitions But Raises Valuation Questions

Intel (NasdaqGS:INTC) and McLaren Racing announced a new partnership to deploy Intel compute and AI technology across McLaren’s racing programs. The agreement covers Formula 1, IndyCar, and Sim Racing, with Intel branding featured on McLaren cars and digital assets. The collaboration focuses on using Intel CPUs and AI tools to support on track performance and operational efficiency across McLaren’s operations. For investors watching how chip companies position their AI offerings, this move...

Trump Admin to Invest $2 Billion in Quantum Computing Firms, Take Equity Stakes
The Fiscal Times87d agoneutral
Trump Admin to Invest $2 Billion in Quantum Computing Firms, Take Equity Stakes

<p>The Trump administration plans to invest $2 billion in nine companies in the field of quantum computing, the U.S. Department of Commerce said Thursday. As with previous U.S. investments under Trump in firms including Intel and US Steel, the federal government will receive minority ownership stakes in the companies in return for the investments. </p> <p>Industrial technology giant IBM will receive $1 billion, the largest investment overall. IBM

AMD makes a major $10 billion push in crucial tech hub
TheStreet87d agoneutral
AMD makes a major $10 billion push in crucial tech hub

Advanced Micro Devices (AMD) stock closed the May 20 trading session 8.1% up at $447.58, according to Yahoo Finance. It is currently trading 0.8% down at $444.0, according to Yahoo Finance at the time of writing, Thursday morning, May 21. ARM closed 15.05% higher at $256.73.Intel closed 7.36% ...

Intel Has Doubled AMD’s 2026 Gains. Is It Time to Rebalance Your Chip Stocks?
24/7 Wall St.87d agoneutral
Intel Has Doubled AMD’s 2026 Gains. Is It Time to Rebalance Your Chip Stocks?

Shares of Intel (NASDAQ:INTC) are trading near $119 in Thursday afternoon action, essentially flat on the session, while Advanced Micro Devices (NASDAQ:AMD) stock hovers near $446, down only slightly. The headline today isn’t the tape; it’s the scoreboard year-to-date. Intel stock has returned 222% in 2026 so far, roughly twice AMD stock’s 108% gain. That’s ... Intel Has Doubled AMD’s 2026 Gains. Is It Time to Rebalance Your Chip Stocks?

Trump Gave Intel $8.9 Billion. Now Taxpayers Are Buying IBM
24/7 Wall St.87d agobullish
Trump Gave Intel $8.9 Billion. Now Taxpayers Are Buying IBM

The markets were stunned last July when the Trump administration announced it was investing $400 million into rare earths miner MP Materials (NYSE:MP) to bolster domestic rare earth production. A month later came an even bigger surprise: roughly $8.9 billion directed toward Intel (NASDAQ:INTC). The stock market has spent decades operating under a simple assumption ... Trump Gave Intel $8.9 Billion. Now Taxpayers Are Buying IBM

Quantum Computing and Robotics Are Arriving Faster Than Most Investors Realize and After Years of Covering This Space These 3 ETFs Stand Out
24/7 Wall St.87d agoneutral
Quantum Computing and Robotics Are Arriving Faster Than Most Investors Realize and After Years of Covering This Space These 3 ETFs Stand Out

Intuitive Surgical’s da Vinci 5 surgical platform, which began shipping in earnest on April 1, 2026, runs on 10,000 times the computing power of the da Vinci Xi and was co-engineered with NVIDIA’s Isaac platform. That is a working hospital robot, on the floor, today, that needed an AI compute stack nobody had five years ... Quantum Computing and Robotics Are Arriving Faster Than Most Investors Realize and After Years of Covering This Space These 3 ETFs Stand Out