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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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Retail Is Cashing Out Of Micron, AMD, AI Stocks Ahead Of SpaceX IPO
Benzinga63d agoneutral
Retail Is Cashing Out Of Micron, AMD, AI Stocks Ahead Of SpaceX IPO

Retail investors are liquidating some of the biggest winners in the AI trade to raise cash for Friday’s SpaceX (SPCX) IPO, and the selling pressure is landing hardest on semiconductors. MU stock is moving. See the chart and price action here. Data from Vanda Research shows individual investors net sold equities for three consecutive days through Wednesday — the first such stretch since March 2020, according to CNBC. On Monday alone, retail pulled the most capital from individual stocks since Nov

Is Oracle's Q4 earnings the next big test for AI trade?
Yahoo Finance Video64d agoneutralVIDEO
Is Oracle's Q4 earnings the next big test for AI trade?

The AI trade continues to stand on unsteady ground this week as semiconductor stocks waver. Oracle's (ORCL) fiscal fourth quarter earnings are due out after Wednesday's market close, which could ultimately be a tipping point for the AI sector. JonesTrading chief market strategist Michael O'Rourke speaks with Yahoo Finance Executive Editor Brian Sozzi about his outlook on the AI sector.

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

Micron stock gets a shocking Wall Street price target
TheStreet64d agoneutral
Micron stock gets a shocking Wall Street price target

Micron Technology (MU) is suddenly one of Wall Street’s most dramatic artificial intelligence stories. The chipmaker, formerly seen as a cyclical memory business, was the kind of stock that would climb higher as DRAM and NAND prices tightened and fall when supply caught up with demand. That old ...

Tech Stocks Waver Ahead of SpaceX’s IPO
The Wall Street Journal64d agoneutral
Tech Stocks Waver Ahead of SpaceX’s IPO

Shares of Marvell Technology, computer memory-maker Micron Technology and Advanced Micro Devices all fell sharply. Many investors may be moving portfolios out of stocks that have risen strongly this year to free up cash for the SpaceX IPO expected this week. Existing home sales in May came in ahead of forecasts.

Investing.com65d agoneutral
Micron to deliver ’another strong quarter’, Goldman says

Investing.com -- Analysts at Goldman Sachs expect Micron to deliver a strong fiscal third quarter when the company reports later this month, with the bank sharply raising its estimates and price target on the back of tightening supply conditions and surging demand for memory chips.

Bloomberg65d agoneutral
Pentagon Accuses Alibaba, Baidu of Aiding China’s Military

(Bloomberg) -- The Pentagon accused some of China’s biggest companies, including Alibaba Group Holding Ltd., Baidu Inc. and BYD Co. of supporting the Chinese military, doubling down on an earlier decision to label crown jewels of the country’s corporate world as threats to US national security.Most Read from BloombergHouse Republican Says Hegseth’s D-Day Remarks ‘Inappropriate’LA Mayor Race Flips as Socialist Beats Reality TV Star PrattTrump Says He, Not Congress, Is in Charge of Kennedy Center

Roundhill CEO spots major shift for Micron stock
TheStreet65d agoneutral
Roundhill CEO spots major shift for Micron stock

Micron Technology (MU) stock spent years being labeled a cyclical player by Wall Street, but that might be changing. In a recent Fox News segment, Roundhill Investments CEO Dave Mazza argued that investors are now viewing memory-chip companies a lot differently due to AI. Memory has ...

As Changing Fed Expectations Rattle Tech Stocks, This Cash-Generating Titan Is The Clear Winner
24/7 Wall St.66d agoneutral
As Changing Fed Expectations Rattle Tech Stocks, This Cash-Generating Titan Is The Clear Winner

Micron Technology (NASDAQ:MU) is the stock everyone wants to talk about right now, with shares up 202.87% year to date on an AI memory supercycle narrative that has order books reportedly stretching into 2027. But here’s what you should actually be watching. The Crowded Trade At The Top Of Its Cycle Micron just reported a ... As Changing Fed Expectations Rattle Tech Stocks, This Cash-Generating Titan Is The Clear Winner

Fed's Mary Daly has blunt message for AI stock investors
TheStreet67d agoneutral
Fed's Mary Daly has blunt message for AI stock investors

Mary Daly just issued a stark warning to AI stock investors in a recent sit-down interview with Bloomberg. Daly argues that the broader story remains promising, but clearly the proof is still incomplete. The San Francisco Fed president laid out the case that businesses are clearly spending, ...

Jensen Huang Commands Seoul Stage With Night of Street Theatre
Bloomberg68d agoneutral
Jensen Huang Commands Seoul Stage With Night of Street Theatre

(Bloomberg) -- For one Friday night, Hongdae wasn’t Seoul’s trendiest neighborhood. It was Jensen Huang’s stage.Most Read from BloombergBecerra Advances for California Governor as Hilton Fights SteyerNasdaq 100 Sinks 5% in AI-Led Rout as Yields Climb: Markets WrapSpaceX, Other Mega IPOs Denied Fast Index Entry by S&PSpaceX Inks $30 Billion Computing Power Deal With GoogleTrump Says He, Not Congress, Is in Charge of Kennedy Center in ReversalThe Nvidia Corp. chief executive landed in Seoul and pr