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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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Cerebras IPO to land amid chipmaker mania on Wall Street
TheStreet92d agoneutral
Cerebras IPO to land amid chipmaker mania on Wall Street

The U.S. might be facing a testy economic backdrop, with the Iran War, worries about oil rationing, and a return of inflation, but the market continues to soldier onward and upward. The market has clung onto one balloon in particular: chipmakers. From its March lows, the VanEck Semiconductor ETF ...

Tech’s ‘New Normal’ Trade Pair: Long Chip Stock, Short Software
Bloomberg106d agoneutral
Tech’s ‘New Normal’ Trade Pair: Long Chip Stock, Short Software

(Bloomberg) -- In a choppy year for tech investors, one trade has stood out as a success: buy chip stocks, sell software shares. And the divide between winners and losers is getting bigger as 2026 moves along.Most Read from BloombergUAE Quits OPEC as War Upends Oil Markets and Gulf Tensions RiseTrump Being ‘Humiliated’ in Iran Talks, German Leader SaysNorth Korea Confirms Suicide Rule for Soldiers Ukraine CapturesSergey Brin Confronted Gavin Newsom — Then Launched a Political WarThe Billion-Barr