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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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Broadcom (AVGO) Launches VCF 9.1 to Accelerate Production AI in Private Clouds
Insider Monkey101d agoneutral
Broadcom (AVGO) Launches VCF 9.1 to Accelerate Production AI in Private Clouds

Broadcom Inc. (NASDAQ:AVGO) is one of the best stocks to buy for the next 15 years. On May 5, Broadcom announced the launch of VMware Cloud Foundation/VCF 9.1, a unified private cloud platform designed to provide a secure and cost-effective infrastructure for production AI. This updated version addresses the growing industry shift toward private cloud […]

Price Prediction: Intel Stock Surge Hides Risk of Sharp Drop Ahead
24/7 Wall St.101d agoneutral
Price Prediction: Intel Stock Surge Hides Risk of Sharp Drop Ahead

I’ll cut to the chase. Intel (NASDAQ: INTC) has been one of the most extraordinary turnaround stories of the past year, with shares up 466.75% over the trailing 12 months and 206.26% year to date. But after that run, the math is stretched. Our 24/7 Wall St. price target for Intel is $88.66, which implies ... Price Prediction: Intel Stock Surge Hides Risk of Sharp Drop Ahead

Intel CEO Who Won Over Trump and Musk Now Needs a Breakthrough
Bloomberg101d agobullish
Intel CEO Who Won Over Trump and Musk Now Needs a Breakthrough

(Bloomberg) -- After Lip-Bu Tan became chief executive officer of Intel Corp. in March of last year, the struggling company’s shares went nowhere for seven months while the chipmaker was getting trounced in the market for artificial intelligence.Most Read from BloombergBillionaire Duke of Westminster to Sell £700 Million of US Real Estate AssetsUS Fires on Iranian Targets as Trump Demands Deal From TehranSony to Pay Almost $4 Billion for Bieber, Neil Young CatalogDOJ Plans Intervention in Trump

Wall Street ends lower as chip stocks give up gains
Reuters Videos102d agoneutralVIDEO
Wall Street ends lower as chip stocks give up gains

<body><p>STORY: U.S. stocks ended lower on Thursday, with the Dow dropping nearly two-thirds of a percent, the S&P 500 shedding more than one-third of a percent and the Nasdaq dipping marginally.</p><p>Uncertainty around peace talks between the U.S. and Iran weighed on the market, with Iran reviewing a proposal that would stop fighting but leave the most contentious issues unresolved.</p><p>Meanwhile, market-leading chip stocks retreated after their recent rally.</p><p>:: Arm Holdings</p><p>&nbsp; &nbsp;Archive</p><p>U.S.-listed shares of Arm Holdings tumbled 10% as worries about the company's ability to secure sufficient supplies for its new AI chip overshadowed a strong earnings forecast.</p><p>Intel and Advanced Micro Devices also declined, giving back some of their gains from earlier this week.</p><p>Keith Buchanan, senior portfolio manager at Globalt Investments, said he'd now like to see a broadening of market gains beyond chip makers and other AI-linked companies.</p><p>"Leadership has become narrow again. And that's something that concerns us from our framework, is we don't feel like a participation has been what it needs to be to continue to power this bull market forward beyond the point where we are now. So earnings season is really important. We're right in the middle of it right now. So that will give us a little more clarity as to the storylines and, frankly, the momentum that we feel like has to start to spread away from where it's been concentrated over the past week and a half."</p><p>:: CoreWeave</p><p>Other stock moves on Thursday included cloud provider CoreWeave, which closed down more than 6% but gained in extended trading after beating analysts' estimates for quarterly revenue. The company reported strong demand for its high-performance computing services used to train and deploy AI models.</p><p>Shares of Datadog soared 31% after the cloud-monitoring company raised its full-year earnings forecast. Cybersecurity companies CrowdStrike jumped 8% and Palo Alto Networks added 7%.</p><p>Elsewhere in the market, shares of Whirlpool slumped nearly 12% after the home-appliance maker missed first-quarter sales estimates and suspended its dividend.</p><p>Investors now turn their attention to Friday's nonfarm payrolls report, which is expected to show continued labor market resilience.</p></body>