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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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Intel (INTC) Just Expanded Its Foundry Tool Kit For AI Chip Customers
Simply Wall St.19d agoneutral
Intel (INTC) Just Expanded Its Foundry Tool Kit For AI Chip Customers

Synopsys and Keysight Technologies have certified advanced EDA and electromagnetic simulation tools for Intel's latest 14A and 18A P foundry nodes. The certification expands Intel Foundry's design ecosystem for AI and high performance computing customers using these advanced manufacturing processes. The new tool support is intended to help reduce design risk and shorten time to market for chips built on NasdaqGS:INTC process technology. Intel is working to position its foundry business as a...

Keysight (KEYS) Stock Looks Fully Valued With Cash Flow Doing The Heavy Lifting
Simply Wall St.20d agoneutral
Keysight (KEYS) Stock Looks Fully Valued With Cash Flow Doing The Heavy Lifting

Keysight Technologies has delivered an 85.6% total return over the past three years, yet both its Discounted Cash Flow (DCF) intrinsic value estimate and market multiples currently point to the stock trading at a premium to those fundamentals. Over the last three years, Keysight Technologies has returned 85.6%, which puts extra focus on whether recent gains still line up with its underlying cash flow outlook. The launch of Keysight Multiphysics may support expectations for future design...

Keysight Technologies (KEYS) Could Be 20% Below Fair Value As ESA Win Lands
Simply Wall St.21d agoneutral
Keysight Technologies (KEYS) Could Be 20% Below Fair Value As ESA Win Lands

Keysight Technologies (KEYS) has been selected by the European Space Agency to lead a three year program on secure, blockchain enabled anomaly detection for 5G non terrestrial networks, putting its test and measurement capabilities in focus for investors. See our latest analysis for Keysight Technologies. The ESA contract arrives after a softer few weeks for Keysight Technologies, with the share price down 7.15% over the past month and 9.03% over 90 days, yet supported by a 47.72% year to...

Is Keysight Technologies (KEYS) Stock Fully Priced After A 106% Run?
Simply Wall St.39d agoneutral
Is Keysight Technologies (KEYS) Stock Fully Priced After A 106% Run?

Keysight Technologies has delivered a 105.8% total return over the past five years, yet both the Discounted Cash Flow (DCF) intrinsic value estimate and market multiples currently point to the stock trading at a premium with limited valuation support. That tension has come into sharper focus as some institutional holders, such as Bell Global Equities Fund, have stepped back citing stretched pricing even as the business continues to sit at the heart of AI infrastructure testing and electronic...