Q
QuantAbundanciaAbundância, quantificada.

Notícias

Apenas manchetes de alto sinal - eventos macro, resultados, M&A, regulatório. Listicles e clickbait de analistas filtrados por padrão. Atualizado a cada hora.

24,214 signal articles · 252 in last 24h · 114,961 total before filter · latest 1h ago
252last 24h
1837last 7d
302● bullish (7d)
167● bearish (7d)
205publishers
AllMacro320Earnings886M&A102Regulatory23Product17Analyst23
✕ clear all filtersticker: ASMLSentiment:bullishneutralbearish✓ showing all (incl. clickbait)
Goldman Says Nvidia and Micron Are the Biggest AI Winners: 5 Stocks to Take Advantage of it Now
24/7 Wall St.79d agoneutral
Goldman Says Nvidia and Micron Are the Biggest AI Winners: 5 Stocks to Take Advantage of it Now

Goldman Sachs just named NVIDIA and Micron Technology the biggest AI winners of the next earnings cycle, and the stock is already moving. Micron is up 214% year-to-date. If you are still trying to decide whether the AI compute and memory supply chain has more room, the crowd that owns it has stopped waiting for ... Goldman Says Nvidia and Micron Are the Biggest AI Winners: 5 Stocks to Take Advantage of it Now

Why KLA Corporation (KLAC) Stock Is Up Today
StockStory79d agoneutral
Why KLA Corporation (KLAC) Stock Is Up Today

Shares of semiconductor manufacturing equipment maker KLA Corporation (NASDAQ:KLAC) jumped 6.6% in the afternoon session after Micron's blowout day signaled that AI-driven chip demand is structurally undersupplied which is bullish news for the equipment makers and foundries that build the capacity.

IEFA’s 22% Gain Hides a Currency Bet That Could Reverse in 2026
24/7 Wall St.80d agoneutral
IEFA’s 22% Gain Hides a Currency Bet That Could Reverse in 2026

The iShares Core MSCI EAFE ETF (NYSEARCA:IEFA) has quietly become one of the year’s standout core holdings, trading near $97 after a 8% year-to-date run and a 22% one-year gain. With $169.6 billion in assets and a 0.07% expense ratio, IEFA is the default vehicle most US investors use for developed markets outside North America. ... IEFA’s 22% Gain Hides a Currency Bet That Could Reverse in 2026

IDVO’s International Dividend Strategy Carries an Unhedged Currency Risk That Can Wipe Out a Year of Yield
24/7 Wall St.80d agoneutral
IDVO’s International Dividend Strategy Carries an Unhedged Currency Risk That Can Wipe Out a Year of Yield

If you bought Amplify CWP International Enhanced Dividend Income ETF (NYSEARCA:IDVO) for the monthly checks, the prospectus detail that matters most this year is the one you probably skimmed: IDVO is unhedged. The fund owns dividend-paying international ADRs and writes covered calls on a slice of them. Every euro, yen, or pound coming back to ... IDVO’s International Dividend Strategy Carries an Unhedged Currency Risk That Can Wipe Out a Year of Yield

4 Mega-Cap Stocks Positioned for a Potential Split
24/7 Wall St.80d agoneutral
4 Mega-Cap Stocks Positioned for a Potential Split

The stock-split conversation is heating up again. KLA announced a 10-for-1 forward split in May 2026, and Booking Holdings completed a 25-for-1 split announced in February 2026. With two marquee names in the four-digit club resetting their share prices in the same year, investors are combing through the rest of the high-priced list looking for ... 4 Mega-Cap Stocks Positioned for a Potential Split

GuruFocus.com80d agoneutral
Huawei Targets 1.4nm Chips by 2031 Amid China AI Push

Huawei's chip ambitions could be entering a more important phase for investors. The company said it has developed a new path that could shorten the gap with Taiwan Semiconductor Manufacturing Co. (NYSE:TSM), potentially giving China a way to make advanced semiconductors without the most cutting-edge equipment. Huawei's semiconductor chief He Tingbo said on Monday that Huawei plans to start making 1.4-nanometer chips by 2031 using its own LogicFolding technology.

A Look At ASML Holding’s Valuation As Strong Share Price Momentum Continues
Simply Wall St.81d agoneutral
A Look At ASML Holding’s Valuation As Strong Share Price Momentum Continues

ASML Holding stock: recent performance snapshot ASML Holding (NasdaqGS:ASML) has drawn investor attention after a period of strong share price moves, with the stock up 2.6% over the past day, 10.9% over the past week, and 12.0% over the past month. See our latest analysis for ASML Holding. With the share price at $1,632.90 and a 40.3% year to date share price return alongside a very large 1 year total shareholder return, momentum looks firmly in build mode rather than fading. If ASML's recent...

Bloomberg81d agobullish
Huawei Touts Chip Breakthrough to Shorten Gap With TSMC

(Bloomberg) -- Huawei Technologies Co. said it has come up with a new pathway to shorten its gap with industry leader Taiwan Semiconductor Manufacturing Co., potentially achieving a breakthrough in making advanced semiconductors without cutting-edge equipment.Most Read from BloombergNvidia CEO Urges Super Micro to Tighten Up on ComplianceTrump Doctor Visit Renews Health Scrutiny as 80th Birthday NearsTrump Says He’ll Announce Negotiated Deal With Iran ShortlyRubio Sees Good News Coming on Hormuz

Investing.com83d agobullish
Where to invest when markets are at all-time highs, according to UBS

Investing.com -- The iShares Semiconductor ETF (NASDAQ: SOXX) is up 65% YTD, while the global SPIE average is at 50-70%. Against this backdrop, UBS analysts have identified a stock that has been overlooked and which makes for an attractive investment in the unusually elevated market environment.

Why ASML Holding N.V. (ASML) is One of the Best Oversold Growth Stocks to Invest in Now
Insider Monkey83d agoneutral
Why ASML Holding N.V. (ASML) is One of the Best Oversold Growth Stocks to Invest in Now

ASML Holding N.V. (NASDAQ:ASML) is one of the best oversold growth stocks to invest in now. ASML Holding N.V. (NASDAQ:ASML) announced on May 16 the signing of a Memorandum of Understanding (MoU) with Tata Electronics for the advancement of the semiconductor manufacturing ecosystem in India. Tata Electronics is a leading name in India’s electronics and […]

EUV ETF: The Chip-Making Technology Fueling AI
etf.com84d agoneutral
EUV ETF: The Chip-Making Technology Fueling AI

<p>The EUV ETF gives investors targeted exposure to extreme ultraviolet lithography — the chip-making technology that makes AI chips like Nvidia's H100 possible. Here's what you need to know.</p>