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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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US probes Samsung for alleged infringement of Netlist's memory-chip patents
Reuters28d agobearish
US probes Samsung for alleged infringement of Netlist's memory-chip patents

U.S. trade regulators have launched ‌a probe into ‌Samsung Electronics' memory chips and ​products sold by Google, Nvidia, Broadcom and Super Micro Computer that use ‌them ⁠after a complaint by Netlist alleging infringement ⁠of its patents. California-based Netlist has accused Samsung ​and its ​U.S. ​units of ‌infringing its patents on dynamic random access memory, a type of chip that temporarily stores data ‌for processors ​and is a ​critical ​component in the ‌servers powering the ​AI ​boom, the U.S. International Trade Commission (USITC) said ​on ‌Wednesday.

The $1 Million Portfolio With Two Very Different Futures
24/7 Wall St.28d agoneutral
The $1 Million Portfolio With Two Very Different Futures

Picture two retirees, each with a fresh $1 million to invest, staring at the same market on the same morning. One builds a portfolio of high-yield covered-call funds, mortgage REITs, and business development companies, aiming for roughly $100,000 in annual distributions. The other buys dividend growers yielding closer to 2%, collecting about $20,000 in year one. ... The $1 Million Portfolio With Two Very Different Futures

The Real Risk Inside Marvell Stock
Trefis28d agoneutral
The Real Risk Inside Marvell Stock

If you hold Marvell (MRVL) stock, you’ve been on a wild ride. The shares have gained +207% over the past year, even after pulling back from their recent peak. But with that performance comes a new kind of pressure. Management has laid out a vision for growth so ambitious that the stock is now priced for near-flawless execution, leaving very little room for error.

Broadcom (AVGO) Stock Looks Fairly Priced After Its 8x Five Year Run
Simply Wall St.28d agoneutral
Broadcom (AVGO) Stock Looks Fairly Priced After Its 8x Five Year Run

Broadcom stock has turned a very large 5 year gain into a fresh valuation debate, with a recent jump on long dated Apple and AI chip deals set against checks that now suggest the shares look roughly in line with an intrinsic value estimate rather than clearly cheap. Broadcom has delivered a very large return of about 8x over 5 years, which means any new buyer is taking valuation much more seriously than at earlier entry points. Long running custom chip agreements with Apple and major AI...

Broadcom (AVGO) Faces EU Antitrust Review Over VMware Licensing Changes
Simply Wall St.28d agoneutral
Broadcom (AVGO) Faces EU Antitrust Review Over VMware Licensing Changes

European cloud and infrastructure groups have challenged Broadcom over recent VMware licensing changes following the acquisition. Trade association CISPE and others have asked EU antitrust regulators to review and suspend certain Broadcom practices tied to VMware contracts. The European Commission has opened an antitrust review that centers on access, pricing, and conditions for VMware software in the region. Broadcom (NasdaqGS:AVGO) is coming under closer regulatory scrutiny in Europe at a...

Morgan Stanley: Broadcom bears are wrong about Google TPU
TheStreet29d agoneutral
Morgan Stanley: Broadcom bears are wrong about Google TPU

Broadcom shares climbed Tuesday, July 14, 2026, after Morgan Stanley published one of its most forceful defenses yet of the company’s position in artificial intelligence chips. The relief looks fragile. The stock is still down sharply from the record high it set barely six weeks earlier, and this ...

SpaceX Stock Is Coming Back to Earth
Barrons.com29d agoneutral
SpaceX Stock Is Coming Back to Earth

SpaceX stock fell below its IPO price, trading significantly lower than the levels seen following its public trading debut. The stock was down 1.3% at $134.30 around noon today, extending its double-digit decline since its mid-June IPO.

Apple Plans to Spend $30 Billion in a Deal With Broadcom (AVGO) – Reuters
Insider Monkey29d agoneutral
Apple Plans to Spend $30 Billion in a Deal With Broadcom (AVGO) – Reuters

Broadcom Inc. (NASDAQ:AVGO) is one of the Best Stocks to Buy Now for High Returns. Broadcom Inc. (NASDAQ:AVGO) maintains its upward trajectory with more than 7.8% gains over the past month. Recent gains have been driven by a multi-year partnership extension with Apple and surging AI semiconductor demand. Wall Street anticipates more than 30% upside […]

Five cloud business groups urge EU interim measures against Broadcom
Reuters29d agoneutral
Five cloud business groups urge EU interim measures against Broadcom

The Cloud Infrastructure Services Providers in Europe (CISPE) has joined forces with four other ‌trade groups to urge EU antitrust regulators to suspend some ‌business practices of U.S. chipmaker Broadcom, according to a joint letter seen by Reuters. CISPE , which ​has nearly 50 members across Europe and counts Microsoft and Amazon as associate members,  in March asked for an interim measure on its own after Broadcom last year revamped its VMware cloud service provider ecosystem, which ‌it acquired in 2023.