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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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ASML (ASML): AI Stock With The Widest Moat?
Insider Monkey87d agoneutral
ASML (ASML): AI Stock With The Widest Moat?

We just covered the 10 Best Pick and Shovel AI Stocks to Buy for the Long Term. ASML Holding (NASDAQ:ASML) ranks #1 (see 5 Best Pick and Shovel AI Stocks to Buy for the Long Term). Short interest: 0.2% Think of ASML Holding (NASDAQ:ASML) as the company selling the only ultra-advanced mining machines in the […]

Tesla’s $2 Billion xAI Bet Just Got Folded Into SpaceX: The Hidden Story Behind the IPO
24/7 Wall St.87d agoneutral
Tesla’s $2 Billion xAI Bet Just Got Folded Into SpaceX: The Hidden Story Behind the IPO

Here is the part of the SpaceX IPO story most coverage glossed over: Tesla (NASDAQ:TSLA) wrote a $2 billion check to xAI in January 2026, and weeks later that check effectively cleared into SpaceX. The $2 billion that quietly changed addresses According to the SpaceX S-1, in January 2026, Tesla entered into an agreement with ... Tesla’s $2 Billion xAI Bet Just Got Folded Into SpaceX: The Hidden Story Behind the IPO

2028 will be a more important earnings year for Nvidia: Analyst
Yahoo Finance Video87d agoneutralVIDEO
2028 will be a more important earnings year for Nvidia: Analyst

Nvidia (NVDA) beat first quarter estimates on Wednesday after reporting earnings of $1.87 per share and record quarterly revenue of $81.62 billion. While also topping second quarter guidance forecasts and announcing an $80 billion share buyback program, the AI chip stock continues to dip in Thursday's session. New Street Research technology infrastructure analyst Antoine Chkaiban — alongside Mercato Partners CEO Joe Kaiser — explains how decisive 2028 could be for Nvidia while reacting to CFO Colette Kress's comments on CPU sales forecasts.

Why Intel (INTC) Stock Is Trading Up Today
StockStory87d agoneutral
Why Intel (INTC) Stock Is Trading Up Today

Shares of computer processor maker Intel (NASDAQ:INTC) jumped 4% in the afternoon session after Melius Research analyst Benjamin Reitzes reiterated a buy rating and raised the price target to $150 from $100.

Jim Cramer on Intel: “One of the Greatest Turnarounds I’ve Ever Seen”
Insider Monkey87d agoneutral
Jim Cramer on Intel: “One of the Greatest Turnarounds I’ve Ever Seen”

Intel Corporation (NASDAQ:INTC) was among the stocks Jim Cramer discussed while explaining how investors can navigate the current market rotation. Cramer noted that the company “still can’t keep up with the demand,” as he stated: A little over a year ago, when Lip-Bu Tan was named CEO of Intel, the stock was sitting at around […]

Buy, Sell or Hold Intel At $110
24/7 Wall St.87d agoneutral
Buy, Sell or Hold Intel At $110

Our Intel (NASDAQ:INTC) call sits squarely against the recent rally. The 24/7 Wall St. price target for Intel is $101.40, modestly below where shares trade today. After a 399.4% one-year run, much of the rerating already appears priced in. Our proprietary model rates this a hold with high conviction. 24/7 Wall St. Price Target ... Buy, Sell or Hold Intel At $110

Bloomberg87d agoneutral
Taiwan Seeks to Detain Three in Nvidia Smuggling Crackdown

(Bloomberg) -- Taiwanese officials are seeking to detain three individuals for forging documents in order to export Nvidia Corp. AI chips to China, the island democracy’s first such crackdown on semiconductor smuggling.Most Read from BloombergSpot the Difference: Putin Gets Trump Treatment From Xi in ChinaModi’s Toffee Gift to Meloni Ignites Rally in Wrong Indian StockIran Threatens to Retaliate Beyond Middle East If US AttacksNvidia Tells Skeptical Investors AI Is Ready to Go MainstreamUS Treas

US to award $2 billion to quantum computing firms and take equity stakes, WSJ reports
Reuters87d agoneutral
US to award $2 billion to quantum computing firms and take equity stakes, WSJ reports

The Trump administration is awarding $2 billion in grants to nine quantum-computing companies in deals ‌that include the U.S. government taking equity stakes, ‌the Wall Street Journal reported on Thursday, citing the Commerce Department. The ​department has agreed to give $1 billion of the package to IBM, while GlobalFoundries will receive $375 million, according to the report. The remaining firms, including D-Wave Quantum, Rigetti Computing and Infleqtion, ‌are expected to receive $100 ⁠million each, while startup Diraq may receive $38 million, according to the WSJ report.