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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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What Apple (AAPL)'s Massive Buyback And Chip Shift Means For Shareholders
Simply Wall St.103d agobullish
What Apple (AAPL)'s Massive Buyback And Chip Shift Means For Shareholders

In late April 2026, Apple reported second‑quarter results showing revenue of US$111.18 billion and net income of US$29.58 billion, alongside a 4% dividend increase and board approval of a new US$100 billion share repurchase program. At the same time, Apple began early discussions with Intel and Samsung about diversifying chip production away from sole reliance on TSMC, while managing legal settlements and supply constraints tied to rising AI-related memory demand. We’ll now examine how...

Forget Tariffs: An Apple-Intel Deal Could Be the Biggest Manufacturing Story of the Trump Era
24/7 Wall St.103d agoneutral
Forget Tariffs: An Apple-Intel Deal Could Be the Biggest Manufacturing Story of the Trump Era

Apple (NASDAQ:AAPL) just posted its best March quarter ever at $111.18 billion, while Intel (NASDAQ:INTC) followed with a sixth consecutive revenue beat. Now Bloomberg reports Apple is in early talks to use Intel and Samsung as U.S. chip suppliers. That single thread reframes both earnings reports. iPhone 17 Carries Apple. Foundry Carries Intel. Apple’s quarter ... Forget Tariffs: An Apple-Intel Deal Could Be the Biggest Manufacturing Story of the Trump Era

Jim Cramer on AMD: “You Use These Downgrades to Buy”
Insider Monkey103d agoneutral
Jim Cramer on AMD: “You Use These Downgrades to Buy”

Advanced Micro Devices, Inc. (NASDAQ:AMD) was one of the stocks Jim Cramer looked at during Mad Money’s episode. Cramer highlighted the increase in demand due to the data centers, as he stated: The CPU companies are similar. For a long time, we had a CPU glut that constantly weighed on Intel and AMD, the two […]

CBOE VIX Slides Toward 17 as Oil Retreat and Tech Stock Surge Restore Risk Appetite
24/7 Wall St.103d agobullish
CBOE VIX Slides Toward 17 as Oil Retreat and Tech Stock Surge Restore Risk Appetite

The CBOE Volatility Index (^VIX) is drifting back toward the 17 line as optimism returns to the S&P 500 and capital rotates into stocks. The VIX closed near 18 on Monday after dipping to almost 17 late last week, well below the peak above 31 recorded in late March. In a display of a shifting ... CBOE VIX Slides Toward 17 as Oil Retreat and Tech Stock Surge Restore Risk Appetite