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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 Tumble as the Rout in Chipmakers Deepens
Barchart34d agobearish
Stocks Tumble as the Rout in Chipmakers Deepens

The S&P 500 Index ($SPX ) (SPY ) today is down -1.06%, the Dow Jones Industrial Average ($DOWI ) (DIA ) is down -0.12%, and the Nasdaq 100 Index ($IUXX ) (QQQ ) is down -2.23%. September E-mini S&P futures (ESU26 ) are down -0.95%, and September E-mini Nasdaq futures...

The Semiconductor Selloff Is Going From Bad to Worse
The Wall Street Journal34d agobearish
The Semiconductor Selloff Is Going From Bad to Worse

19% That's how much the PHLX Semiconductor Index has tumbled from its June high. The index's biggest components include AI heavyweights including Nvidia, Micron Technology, Broadcom and Applied Materials, all of which have come under pressure in recent weeks.

Applied Materials (AMAT) Stock Looks Above Fair Value Even As Earnings Look About Right
Simply Wall St.35d agoneutral
Applied Materials (AMAT) Stock Looks Above Fair Value Even As Earnings Look About Right

After a very strong 5 year run, Applied Materials now sits in a valuation grey area where the share price strength contrasts with a relatively low overall value score and an earnings multiple picture that looks closer to about right than clearly cheap. Applied Materials has returned about 3.4x over 5 years, which means new buyers are being asked to pay up compared with where the stock traded earlier in the AI build out. Long term AI related equipment demand and recent multi year partnerships...

Applied Materials Vs. KLA Corporation: This AI Infrastructure Play Is A Better Buy
24/7 Wall St.36d agobullish
Applied Materials Vs. KLA Corporation: This AI Infrastructure Play Is A Better Buy

Applied Materials (NASDAQ: AMAT) and KLA (NASDAQ: KLAC) both closed strong quarters tied to AI infrastructure buildout. Applied posted Q2 FY2026 revenue of $7.91 billion on May 14, 2026. KLA reported Q3 FY2026 revenue of $3.415 billion on April 29, 2026. Both beat consensus. Their playbooks look nothing alike. AI Fab Tools Lift One. Inspection ... Applied Materials Vs. KLA Corporation: This AI Infrastructure Play Is A Better Buy

Bloomberg36d agoneutral
Trump’s Aides See China Cheating on Trade, But Shun Retaliation

(Bloomberg) -- Within President Donald Trump’s trade team, two sobering conclusions are emerging: China is cheating on its trade deal. And the US isn’t going to do much about it.Most Read from BloombergThailand Scraps Plan to End Visa-Free Entry for Indian TouristsOpenAI’s First Device Will Be Movable, Screenless Speaker Built as AI CompanionTrump Drops 20% Fee for Hormuz Cargo After Gulf PressureUS Hits Iran With Strikes, Blockade as Trump Plans Hormuz Charge‘We Faltered’: IBM Plunges Most Sinc

Mizuho Raises PT on Applied Materials (AMAT)
Insider Monkey36d agoneutral
Mizuho Raises PT on Applied Materials (AMAT)

Applied Materials, Inc. (NASDAQ:AMAT) has gained more than 18% over the past month, mainly due to strong demand commentary. Analysts project the company to grow its EPS by more than 36% over the next year. Applied Materials, Inc. (NASDAQ:AMAT) is also among our Best Stocks to Buy Now for High Returns. ​Recently, on July 9, […]

2 Reasons to Watch AMAT and 1 to Stay Cautious
StockStory36d agoneutral
2 Reasons to Watch AMAT and 1 to Stay Cautious

What a time it’s been for Applied Materials. In the past six months alone, the company’s stock price has increased by a massive 89.7%, reaching $605.26 per share. This was partly thanks to its solid quarterly results, and the run-up might have investors contemplating their next move.

Jim Cramer Reveals Big Change For Applied Materials, Inc. (AMAT)
Insider Monkey37d agoneutral
Jim Cramer Reveals Big Change For Applied Materials, Inc. (AMAT)

We recently published Jim Cramer Discussed These 22 Stocks Including A Hidden Oil & Energy Play. Applied Materials, Inc. (NASDAQ:AMAT) is one of the stocks discussed by Jim Cramer. Applied Materials, Inc. (NASDAQ:AMAT) is a semiconductor manufacturing equipment provider. Its shares are up by 205% over the past year and by 124% year-to-date. Susquehanna discussed […]

Jim Cramer Shares Why am Research Corporation (LRCX) is on Fire
Insider Monkey37d agoneutral
Jim Cramer Shares Why am Research Corporation (LRCX) is on Fire

We recently published Jim Cramer Discussed These 22 Stocks Including A Hidden Oil & Energy Play. Lam Research Corporation (NASDAQ:LRCX) is one of the stocks discussed by Jim Cramer. Chip manufacturing equipment manufacturer Lam Research Corporation (NASDAQ:LRCX)’s shares have performed well like those of its peers. They are up by 251% over the past year and […]

Applied Materials (AMAT) Lands 10 Year TSMC AI Packaging Partnership
Simply Wall St.37d agobullish
Applied Materials (AMAT) Lands 10 Year TSMC AI Packaging Partnership

Applied Materials (NasdaqGS:AMAT) has entered a new 10 year partnership with Taiwan Semiconductor Manufacturing Company focused on advanced AI chip packaging. The agreement is tied to AI driven infrastructure investment and shifting industry cash flows toward chip equipment suppliers. The deal underscores long term demand visibility for Applied Materials’ tools within TSMC’s AI related production plans. Applied Materials sits at the center of the semiconductor equipment industry, supplying...

Stocks Rally on Fed-Friendly CPI Report
Barchart37d agobullish
Stocks Rally on Fed-Friendly CPI Report

The S&P 500 Index ($SPX ) (SPY ) today is up +0.30%, the Dow Jones Industrial Average ($DOWI ) (DIA ) is up +0.60%, and the Nasdaq 100 Index ($IUXX ) (QQQ ) is up +0.97%. September E-mini S&P futures (ESU26 ) are up +0.28%, and September E-mini Nasdaq futures...