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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.

24,281 signal articles · 46 in last 24h · 115,462 total before filter · latest 53m ago
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OpenAI’s Growing Challenges Narrow Its IPO Window
The Wall Street Journal32d agoneutral
OpenAI’s Growing Challenges Narrow Its IPO Window

OpenAI is in an IPO pickle. A year ago, the idea of an OpenAI listing would have had Wall Street salivating, with relatively few reservations about its large financial losses or questions about its leadership. After surviving an attempted ouster two years prior, chief Sam Altman had carved OpenAI into his nascent industry’s undisputed king and hitched himself closely to the much wealthier Microsoft to bankroll growth.

China smartphone shipments fall for fifth straight quarter as costs rise - IDC
Reuters33d agobearish
China smartphone shipments fall for fifth straight quarter as costs rise - IDC

China's smartphone shipments fell 4.3% to 66 million ‌units in the second quarter from a year ‌earlier, as many manufacturers hiked prices to reflect rising memory and ​component costs, research firm IDC said on Tuesday. It was the fifth straight quarterly decline, and first-half shipments were down 4.2% from a year earlier. Huawei Technologies and Apple were ‌the only vendors ⁠to post growth in the quarter, with shipments up 19.4% and 24.4%, respectively.

Bloomberg33d agoneutral
Huawei, Apple Get Boost in China From Memory Costs, IDC Says

(Bloomberg) -- Huawei Technologies Co. and Apple Inc. extended their lead atop China’s smartphone market in the June quarter, expanding their shipments as consumers opted to either buy premium devices or skip upgrades, according to IDC.Most Read from BloombergUS Hits Iran With Strikes, Blockade as Trump Plans Hormuz ChargeLindsey Graham, Senate Hawk Turned Trump Ally, Dies at 71Trump Embraces Australian Retirement System Backed by Larry FinkOpenAI Engineer’s ‘LOL’ Moment Set Stage for Legal Figh

TSMC seen riding AI boom to fifth straight quarter of record profit
Reuters33d agoneutral
TSMC seen riding AI boom to fifth straight quarter of record profit

TSMC, the world's largest manufacturer of advanced AI chips, will likely notch a fifth consecutive quarter of record earnings, driven ‌by booming AI infrastructure spending. Analysts say demand for Taiwan Semiconductor Manufacturing Co's (TSMC) 3-nanometre and 2-nanometre ‌process technologies for AI chips, as well as for its advanced chip packaging technology, CoWoS, remains strong. Its market capitalisation is now nearly double that of South Korean rival Samsung Electronics at around $1.97 trillion.

The whole chip trade is waiting on one report
TheStreet33d agoneutral
The whole chip trade is waiting on one report

Almost every advanced AI chip on the planet is built in one place. Nvidia's Blackwell processors, Apple's silicon, custom accelerators for Meta and AMD — they all run through the same foundry in Taiwan. That foundry is Taiwan Semiconductor Manufacturing Company (TSM). TSMC is set to ...

Apple’s iPhone cost problem reveals AI’s hidden bill
TheStreet33d agoneutral
Apple’s iPhone cost problem reveals AI’s hidden bill

Apple’s next iPhone problem may not be demand. It may be the price of making demand profitable. Hardware costs are rising, and Apple has drastically decreased its demand projections for the regular iPhone 17, according to a recent report from MacRumors, citing the Weibo account Fixed Focus Digital. ...

Investing.com34d agoneutral
Apple stock target raised as Citi sees continued market share gains

Investing.com -- Citi has increased its price target on Apple (NASDAQ: AAPL) to $365 and maintained its Buy rating on the stock in a note on Monday, citing the company's ability to gain market share in a challenging devices environment and its capacity to implement selective price increases to protect margins.

Global smartphone shipments in second quarter hit lowest in 13 years on memory chip crunch
Reuters34d agoneutral
Global smartphone shipments in second quarter hit lowest in 13 years on memory chip crunch

Global smartphone shipments fell 11% in the second quarter to their lowest level ‌for the period since 2013, as a prolonged ‌memory chip shortage drove up handset prices and dampened demand, according ​to early estimates from Counterpoint Research. Apple bucked the trend with a 3% rise in shipments, taking its global market share to a record 20% in the quarter ‌on resilient demand for ⁠its premium iPhone lineup and keeping prices unchanged. However, analysts expect price increases in ⁠the coming months.

Bloomberg34d agobullish
Disney Exiting Streaming Could Spur 40% Rally, Wells Fargo Says

(Bloomberg) -- Walt Disney Co. shares have been in a slump for years, but Wells Fargo Securities said there’s one possible move that could reverse the trend: ditching its streaming-video business.Most Read from BloombergLindsey Graham, Senate Hawk Turned Trump Ally, Dies at 71Hormuz Route Open Despite Iran Declaration, Maritime Group SaysOpenAI Engineer’s ‘LOL’ Moment Set Stage for Legal Fight With AppleTrump Embraces Australian Retirement System Backed by Larry FinkUS Renews Iran Strikes as Bot

Bloomberg34d agoneutral
Intel Invests €5 Billion in Irish Hub to Keep Up in AI Chip Race

(Bloomberg) -- Intel Corp. is spending €5 billion ($5.7 billion) to expand its plant in Ireland, as the chipmaker attempts to regain its manufacturing dominance for the AI boom.Most Read from BloombergLindsey Graham, Senate Hawk Turned Trump Ally, Dies at 71Hormuz Route Open Despite Iran Declaration, Maritime Group SaysOpenAI Engineer’s ‘LOL’ Moment Set Stage for Legal Fight With AppleTrump Embraces Australian Retirement System Backed by Larry FinkUS Renews Iran Strikes as Both Sides Dispute Hor

Bloomberg34d agoneutral
Apple’s $600 Billion Rally Fueled by Traders Fleeing AI Selloff

(Bloomberg) -- Investors are flocking back to Apple Inc. as nervousness about artificial intelligence spending weighs on the stocks of chipmakers and cloud-computing giants. Most Read from BloombergLindsey Graham, Senate Hawk Turned Trump Ally, Dies at 71Hormuz Route Open Despite Iran Declaration, Maritime Group SaysOpenAI Engineer’s ‘LOL’ Moment Set Stage for Legal Fight With AppleTrump Embraces Australian Retirement System Backed by Larry FinkUS Renews Iran Strikes as Both Sides Dispute Hormuz