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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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Chief Market Strategist Says Japan and South Korea Could Be Flashing Early Warning Signs for Investors
24/7 Wall St.38d agoneutral
Chief Market Strategist Says Japan and South Korea Could Be Flashing Early Warning Signs for Investors

Miller Tabak Chief Market Strategist Matt Maley believes investors should keep a close eye on two often-overlooked warning signs: the Japanese yen and South Korea’s KOSPI index. During CNBC’s Morning Call Sheet yesterday, he argued that a reversal in the popular yen carry trade and continued weakness in Korean stocks could signal broader trouble for ... Chief Market Strategist Says Japan and South Korea Could Be Flashing Early Warning Signs for Investors

Stock Indexes Fall as Chipmakers Retreat
Barchart38d agobearish
Stock Indexes Fall as Chipmakers Retreat

The S&P 500 Index ($SPX ) (SPY ) today is down -0.19%, the Dow Jones Industrial Average ($DOWI ) (DIA ) is up +0.04%, and the Nasdaq 100 Index ($IUXX ) (QQQ ) is down -1.43%. September E-mini S&P futures (ESU26 ) are down -0.25%, and September E-mini Nasdaq futures...

📉Global AI Stocks Tumble
The Wall Street Journal38d agobearish
📉Global AI Stocks Tumble

U.S. chip shares trade sharply lower premarket, extending the reach of a global wobble in artificial intelligence-related stocks following Samsung's quarterly update. Micron Technology and Intel fell around 6% and 4%, respectively Applied Materials and Lam Research, both major suppliers to Samsung--each lost around 5%.

The Anti-Magnificent Seven Trade? VGK Is Quietly Creeping Toward Record Highs
24/7 Wall St.39d agobullish
The Anti-Magnificent Seven Trade? VGK Is Quietly Creeping Toward Record Highs

European stocks are having their loudest year in a decade, and the Vanguard FTSE Europe ETF (NYSEARCA:VGK) is the vehicle most retail investors will consider. VGK trades around $90, up 18% over the past year, while every US finance headline focuses on hyperscaler capex and AI compute. If you want to bet that the next ... The Anti-Magnificent Seven Trade? VGK Is Quietly Creeping Toward Record Highs

The Second-Biggest Stock Sale in History Hits the Nasdaq Friday, and Chip Stocks Are Ripping
24/7 Wall St.39d agoneutral
The Second-Biggest Stock Sale in History Hits the Nasdaq Friday, and Chip Stocks Are Ripping

SK Hynix, the world’s second-largest memory-chip maker, is coming to the NASDAQ on Friday with the largest stock sale anyone has priced in years, and the chip complex is already pricing it in. CNBC’s Kristina Partsinevelos reported Monday that “SK Hynix plans to raise roughly $28 billion through an American depositary receipts, or ADR, on ... The Second-Biggest Stock Sale in History Hits the Nasdaq Friday, and Chip Stocks Are Ripping

The Bull Case For ASML Holding (ENXTAM:ASML) Could Change Following AI-Fueled Backlog And Mistral Partnership
Simply Wall St.39d agobullish
The Bull Case For ASML Holding (ENXTAM:ASML) Could Change Following AI-Fueled Backlog And Mistral Partnership

In recent months, ASML Holding has advanced its role in the semiconductor and AI ecosystem through an expanded AI collaboration with Mistral, ongoing share buybacks, and a growing equipment order backlog supported by robust lithography demand. At the same time, strong analyst confidence, industry recognition for investor relations and ESG engagement, and a one-year supply chain backlog underscore how central ASML has become to AI-driven chip manufacturing, even as export controls and...

SK Hynix Trims Fundraising Target for U.S. Listing to $28 Billion
The Wall Street Journal39d agoneutral
SK Hynix Trims Fundraising Target for U.S. Listing to $28 Billion

The world’s second-largest memory chip maker said in a regulatory filing with the Korea Exchange on Monday that it is seeking to raise 43.141 trillion won, equivalent to $28.21 billion, by issuing American depositary receipts on the Nasdaq. Despite the downward revision, the deal would still rank among the biggest share sales in history, second only to SpaceX’s record initial public offering raising $75 billion last month. SK Hynix said it would use the offering’s proceeds to expand chip-making facilities in South Korea and purchase chip-making equipment such as ASML’s extreme ultraviolet scanners.

Western Digital, Sandisk, Micron, Nvidia, SpaceX, and More Stocks That Explain Today’s Market
Barrons.com39d agoneutral
Western Digital, Sandisk, Micron, Nvidia, SpaceX, and More Stocks That Explain Today’s Market

Stocks were gaining in premarket Monday with technology stocks prominent among the gainers. Semiconductor companies were particularly prominent as the artificial-intelligence trade took off again. Western Digital was up 4.5%, Sandisk was up 3.9%, and Micron Technology rose 2.3% as memory-and-storage companies regained their momentum after a drop last week.

Goldman’s Top Strategist Says Europe Is Quietly Keeping Pace With the S&P 500. Here’s the AI Spillover Nobody’s Watching
24/7 Wall St.43d agoneutral
Goldman’s Top Strategist Says Europe Is Quietly Keeping Pace With the S&P 500. Here’s the AI Spillover Nobody’s Watching

Peter Oppenheimer, Goldman Sachs’ Chief Global Equity Strategist, went on Bloomberg on July 1, 2026 and pointed at a statistic most US-focused investors have missed: European equities have kept pace with the S&P 500 through the first half of the year, despite carrying a fraction of the tech weight. The tortoise is running even with ... Goldman’s Top Strategist Says Europe Is Quietly Keeping Pace With the S&P 500. Here’s the AI Spillover Nobody’s Watching

Chinese and US risks mean EU chip sector faces a 'bleak future,' report says
Reuters43d agoneutral
Chinese and US risks mean EU chip sector faces a 'bleak future,' report says

Chinese export controls, dependence on the U.S. for technology and the structural weakness of Europe's domestic ‌chip industry mean it faces a "bleak future," an EU-funded report found ‌on Thursday. The independent report by the European Union's Institute for Security Studies and French think-tank ​Institut Montaigne concluded that Chinese export controls on critical minerals and magnets or the risk of a war in the Taiwan Strait were major threats to supply. Further vulnerability stems from the EU's dependence on the U.S. for technology, including ‌design software and the possibility ⁠the U.S. could block exports to China by chip-making equipment supplier ASML, Europe's most valuable company.

Eurozone’s Biggest Payers Face Geopolitical Pressure On Dividend Safety This Year
24/7 Wall St.43d agoneutral
Eurozone’s Biggest Payers Face Geopolitical Pressure On Dividend Safety This Year

SPDR EURO STOXX 50 ETF (NYSEARCA:FEZ) gives U.S. investors a simple way to own the 50 largest Eurozone blue chips in a single ticker, and the income it generates is a big part of the appeal. FEZ passes through dividends paid by underlying companies twice a year, and at a recent price of $67 with ... Eurozone’s Biggest Payers Face Geopolitical Pressure On Dividend Safety This Year

AVDE’s 23.6% Annual Gain Shows International Dividends are Outpacing U.S. Markets
24/7 Wall St.43d agoneutral
AVDE’s 23.6% Annual Gain Shows International Dividends are Outpacing U.S. Markets

Avantis International Equity ETF (NYSEARCA:AVDE) gives U.S. investors a single-ticket entry into developed markets outside the United States, and the income stream that comes with it. The fund draws from the MSCI World ex USA IMI Index universe but applies an active value-and-profitability tilt, then collects dividends from the underlying European, Japanese, U.K., and Australian ... AVDE’s 23.6% Annual Gain Shows International Dividends are Outpacing U.S. Markets

ASML Holding (NasdaqGS:ASML) Raises Revenue Guidance As AI Chip Spending Builds
Simply Wall St.44d agoneutral
ASML Holding (NasdaqGS:ASML) Raises Revenue Guidance As AI Chip Spending Builds

ASML Holding raised its revenue guidance, citing stronger than expected demand for AI infrastructure. The company highlighted its dominant position in extreme ultraviolet lithography as a key driver of this outlook. Management linked the guidance update to rising capital spending on AI focused chip production equipment. ASML Holding (NasdaqGS:ASML) sits at the center of advanced chip manufacturing, and the latest guidance update puts fresh attention on the stock. Shares recently closed at...