Notícias
Apenas manchetes de alto sinal - eventos macro, resultados, M&A, regulatório. Listicles e clickbait de analistas filtrados por padrão. Atualizado a cada hora.
Pre-Market Stock Futures: Futures are trading mixed, with the Nasdaq getting hammered after a gangbuster start to the first full trading week of the third quarter. All of the major indices finished the day higher, with chip stocks once again leading the way. When the dust settled at the close, the Nasdaq finished the day ... Here Are Tuesday’s Best Wall Street Analyst Research Calls: Adobe, American Airlines, Broadcom, First Solar, Meta Platforms, Shopify, Space-X, Ventas, Waste Managment, and M
(Bloomberg) -- For years, the Magnificent Seven tech giants commanded investors’ attention, dominating the S&P 500 Index and determining which way the overall stock market was headed. Those days are over.Most Read from BloombergGreece Offers Bounty to Catch Ravenous Fish Lured by Warming SeaMicrosoft’s Xbox to Cut 3,200 Jobs, Divest Five Studios in Major OverhaulTwo Millennium Trading Pods Made About $3.7 Billion Last MonthSaudis Slash Main Oil Price to Rare Discount as Market DivesChina Sentenc
US stock index futures traded cautiously on Tuesday after the Dow Jones Industrial Average reached a record high in the previous session, while investors weighed another strong earnings update from Samsung Electronics (USOTC:SSNHZ) alongside fresh comments from Federal Reserve Governor Christopher Waller. Futures pause after Wall Street recordsBy 03:02 ET (07:02 GMT), futures linked to the Dow Jones Industrial Average were little changed.
Companies In The News Are: ORLY, GPC, AVGO, AAPL, MSFT, DELL.
Big tech reining in its AI spending may be a tantalizing prospect for some. Second-quarter reports coming later this month will likely show another period of blowout AI investments. Wall Street analysts estimate that combined capital spending by Google, Microsoft Amazon com and Meta Platforms surged 74% year over year to hit $168 billion in the June-ending quarter, according to consensus estimates from Visible Alpha.
The semiconductor group will supply custom silicon components for multiple future Apple devices under a new agreement running through 2031.
SpaceX trading on Tuesday won’t have much to do with space or AI fundamentals. Elon Musk’s AI and space company is now in the Nasdaq-100, one of the best-known large-cap growth indexes that tracks the largest nonfinancial companies listed on Nasdaq. Being fast-tracked into the index reflects just how important privately held frontier AI companies, including OpenAI, Anthropic, and SpaceX before its June IPO, have become to the entire stock market.
Broadcom (AVGO) extended its long running chip supply partnership with Apple through 2031, sending the stock higher as investors weighed what fresh multi year custom ASIC commitments might mean for revenue visibility and AI exposure. See our latest analysis for Broadcom. The Apple extension slots into a volatile year for Broadcom, where a 90 day share price return of 11.96% and a 1 year total shareholder return of 37.37% point to momentum rebuilding after recent weakness. If Broadcom’s AI and...
AI-driven momentum is keeping bulls in high spirits after the Dow’s record close, though investors are a bit cautious ahead of the Fed minutes and fresh corporate catalysts.
Apple (AAPL) is back in focus after extending its custom chip partnership with Broadcom through 2031 and moving ahead with a broader iPhone roadmap that includes a first foldable model and an Ultra tier. See our latest analysis for Apple. Apple’s share price has climbed 10.97% over the past week and 23.34% over the past 90 days, while its 1-year total shareholder return of 49.51% reflects recent momentum around the stock’s AI and iPhone expansion plans. If Apple’s recent moves have you...
Shares of computer processor maker Intel (NASDAQ:INTC) jumped 4.1% in the morning session after the semiconductor sector continued to rebound from the previous week's sharp selloff amid bullish Wall Street updates.

<body><p>STORY: U.S. stocks ended higher on Monday, with the Dow adding nearly three-tenths of a percent, the S&P 500 rising more than seven-tenths of a percent and the Nasdaq climbing over 1.2%.</p><p>Chip stocks rallied as investors bought shares in AI-related companies that are expected to drive a strong second-quarter earnings season.</p><p>Liz Miller is founder and president of Summit Place Financial Advisors.</p><p>“One of the things we're seeing in the market, post the real first trading day after second quarter, is the strength of oil retreating and risk-on back in this market. We're seeing strength across the AI trade. We're seeing money going back into tech, including some software that's been questionable through second quarter. So June often is considered not a strong month and ended up being a very strong month. And cash just continues to follow that strength.”</p><p>Shares of Broadcom jumped more than 3.5% after the chipmaker said Apple agreed to extend a deal through 2031 to develop and supply a range of custom chips, cementing Broadcom's role as a critical supplier to the iPhone maker.</p><p>:: SK Hynix</p><p>Meanwhile, South Korean chipmaker SK Hynix on Monday launched a U.S. share sale to raise more than $28 billion in its effort to capitalize on massive investor demand for AI-related stocks. The company is set to debut on the Nasdaq later this week.</p><p>:: Microsoft</p><p>Elsewhere in the market, shares of Microsoft slipped after the tech heavyweight said it was cutting more than 2% of its workforce, or roughly 4,800 jobs.</p><p>And shares of SpaceX dipped 1% with over $26 billion worth of its shares exchanged, most of that in the final seconds of the session. Elon Musk's rocket and AI giant is set to join the tech-heavy Nasdaq 100 on Tuesday.</p></body>
Shares of semiconductor designer Lattice Semiconductor (NASDAQ:LSCC) jumped 3% in the morning session after the semiconductor sector continued to rebound from the previous week's sharp selloff amid bullish Wall Street updates.
A number of stocks jumped in the morning session after the semiconductor sector continued to rebound from the previous week's sharp selloff amid bullish Wall Street updates.
A number of stocks jumped in the morning session after the semiconductor sector continued to rebound from the previous week's sharp selloff amid bullish Wall Street updates.
A number of stocks jumped in the morning session after the semiconductor sector continued to rebound from the previous week's sharp selloff amid bullish Wall Street updates. Broadcom (AVGO) gained about 4.2% after it disclosed in an 8-K that it signed multi-year agreements with Apple through 2031 to supply custom ASIC silicon. Separately, bullish memory notes landed: UBS raised its Q3 DDR contract-pricing forecast to +32% quarter-on-quarter (from +17%) and reiterated DRAM undersupply "until at l
A number of stocks jumped in the morning session after the semiconductor sector continued to rebound from the previous week's sharp selloff amid bullish Wall Street updates.
A number of stocks jumped in the morning session after the semiconductor sector continued to rebound from the previous week's sharp selloff amid bullish Wall Street updates.
A number of stocks jumped in the morning session after the semiconductor sector continued to rebound from the previous week's sharp selloff amid bullish Wall Street updates.
Yahoo Finance Tech Editor Dan Howley breaks down Apple's extended partnership with Broadcom through 2031 to develop custom AI server chips, explaining how these specialized processors will power Apple Intelligence and the upcoming Siri relaunch.
Shares of Microsoft fell almost 1% after the company said it’s cutting 4,800 jobs, or 2.1% of its global workforce.
The partnership with AI's most-watched start-up has now unveiled silicon. Yet the stock is still on markdown.