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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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Chip Stocks Face Worst Two-Day Decline Since October
Barrons.com87d agoneutral
Chip Stocks Face Worst Two-Day Decline Since October

The semiconductor rally has taken a hiatus. The iShares Semiconductor exchange-traded fund--a common fund that invests in a bucket of stocks like Advanced Micro Devices and Nvidia--is down 6.34% over the last two trading days.

This Memory Chip ETF Is Off the Charts. The Chip Stock Boom Is Only Part of It.
Barrons.com90d agoneutral
This Memory Chip ETF Is Off the Charts. The Chip Stock Boom Is Only Part of It.

The market’s appetite for memory chip makers is feverish, but this subset of the semiconductor industry might be looking a bit too hot. Memory companies have been the latest beneficiaries of the artificial-intelligence investing craze, a boom that has lifted the entire semiconductor sector. The reason is its focus on memory chips and its heavy concentration on three companies in particular: Micron Technology and South Korea’s SK Hynix and Samsung Electronics.

Chip Stocks Are Bleeding Today. The 2018 and 2022 Selloffs Tell You Exactly What Comes Next
24/7 Wall St.92d agobearish
Chip Stocks Are Bleeding Today. The 2018 and 2022 Selloffs Tell You Exactly What Comes Next

For much of 2026, the chip trade has been the only show on Wall Street. The iShares Semiconductor ETF (SOXX) is still up 77% year to date through May 11, Advanced Micro Devices (NASDAQ:AMD) has more than doubled, and Intel (NASDAQ:INTC) has been the comeback story of the cycle. But today, the bid disappeared. SOXX ... Chip Stocks Are Bleeding Today. The 2018 and 2022 Selloffs Tell You Exactly What Comes Next

Intel and Other Chip Stocks Drop After Hitting Records
Barrons.com93d agoneutral
Intel and Other Chip Stocks Drop After Hitting Records

Intel and other semiconductor companies were falling back on Tuesday morning after a Monday rally that sent multiple chip stocks to all-time highs. Intel was down 3% in premarket trading after having more than doubled in the past month through Monday’s close. Demand for artificial-intelligence infrastructure has boosted chip stocks across the board.

Cerebras Raises IPO Price. Chip Stocks Are Still Hot.
Barrons.com94d agoneutral
Cerebras Raises IPO Price. Chip Stocks Are Still Hot.

If the upcoming initial public offering of artificial-intelligence chip maker Cerebras is any measure, the bull market in semiconductors is still on. When Cerebras filed its IPO paperwork earlier this month, the company intended to sell 28 million shares at a price between $115 and $125, raising $3.5 billion at the top end of the range. It was up 0.7% in premarket trading Monday.

History Suggests Market Pullbacks Hit Tech Harder — Here Are the Two Names at Risk Right Now
24/7 Wall St.94d agoneutral
History Suggests Market Pullbacks Hit Tech Harder — Here Are the Two Names at Risk Right Now

Market pullbacks can happen when investors least expect it, when there are fewer risks on the radar or complacency about the existing slate of risks on the table. While market corrections can be scary to move through, I think that the most horrific thing about corrections is the potential to impair one’s returns by attempting ... History Suggests Market Pullbacks Hit Tech Harder — Here Are the Two Names at Risk Right Now

This Asian Stock Market Is up 75% This Year: ‘The Chip Boom Isn’t a Wall Street Story’
24/7 Wall St.96d agoneutral
This Asian Stock Market Is up 75% This Year: ‘The Chip Boom Isn’t a Wall Street Story’

The AI semiconductor trade has a passport, and lately it has been stamped more often in Seoul than in San Jose. On a recent Reuters Morning Bid podcast segment titled Chip stock boom, the host pushed back on the assumption that the chip rally is a Wall Street phenomenon, pointing to Korea’s market surge as ... This Asian Stock Market Is up 75% This Year: ‘The Chip Boom Isn’t a Wall Street Story’

Why the Dow Is Lagging Behind the Nasdaq Again
Barrons.com97d agoneutral
Why the Dow Is Lagging Behind the Nasdaq Again

The blue-chip index was up just 11 points, or essentially flat, in Friday trading, compared to a 1.3% gain for the Nasdaq. The Dow only includes 30 stocks, has a higher weighting toward financials and industrials and a lower weighting toward tech, and only weighs individual members by stock price rather than market cap. Case in point: The iShares Semiconductor ETF is up 3.9% and the Roundhill Magnificent Seven ETF is up 1.1%.