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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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Qualcomm’s AI Ecosystem Extends To Humanoid Robots And Autonomous Vehicles
Simply Wall St.69d agoneutral
Qualcomm’s AI Ecosystem Extends To Humanoid Robots And Autonomous Vehicles

Neura Robotics, backed by Qualcomm, Nvidia and Amazon, has secured funding of up to US$1.4b to scale AI-powered humanoid and cognitive robots across multiple industries. Qualcomm’s automotive partner QCraft is preparing global mass-market deployment of autonomous driving solutions built on Qualcomm’s SA8650P platform. These developments highlight Qualcomm’s push beyond smartphones into robotics and intelligent vehicles through its wider AI and hardware ecosystem. For investors tracking...

Investing.com69d agoneutral
BofA lifts targets on AMD and ARM, raises CPU TAM to $170bn

Investing.com -- Bank of America has raised its 2030 server CPU total addressable market estimate to more than $170 billion from $125 billion, arguing that agentic AI is driving a near-fivefold expansion in CPU demand and lifting price objectives across several semiconductor names.

Retail Traders Dump Big Tech to Raise ‘Dry Powder’ to Buy SpaceX
Bloomberg69d agobullish
Retail Traders Dump Big Tech to Raise ‘Dry Powder’ to Buy SpaceX

(Bloomberg) -- Retail traders’ infatuation with high-flying computer memory and storage companies is fading now that the next big thing — SpaceX’s initial public offering — is on the way. Most Read from BloombergXbox Plans Significant Layoffs as New CEO Plans OverhaulHouse Republican Says Hegseth’s D-Day Remarks ‘Inappropriate’US Strikes Iran in Trump Escalation Over Stalled Peace TalksTech Stocks Sink as Oil Jumps on US-Iran Jitters: Markets WrapOracle Falls After Data Center Costs Overshadow A

Nvidia, Amazon Back Neura Robotics’ $1.4 Billion Fundraise
The Wall Street Journal69d agoneutral
Nvidia, Amazon Back Neura Robotics’ $1.4 Billion Fundraise

Germany’s Neura Robotics said it secured up to $1.4 billion in funding to build a physical artificial intelligence platform, backed by Amazon Nvidia and the European Investment Bank. The robotics company on Wednesday said the funding aims to scale production to several million robots by 2030 as demand for physical AI expands across manufacturing, logistics, healthcare and consumer applications. The company, which reports an order backlog exceeding $1 billion, said it received backing from technology and financial players, including Tether, Amazon, Nvidia, Qualcomm Technologies Bosch, Schaeffler and the European Investment Bank.

SLB Qualcomm Edge AI Pact Adds New Angle To Valuation Story
Simply Wall St.69d agoneutral
SLB Qualcomm Edge AI Pact Adds New Angle To Valuation Story

SLB (NYSE:SLB) and Qualcomm Technologies signed a memorandum of understanding to co-develop edge artificial intelligence solutions for the energy sector. The collaboration focuses on combining Qualcomm's edge computing chips with SLB's Agora edge AI platform to enable real-time, automated decision-making in oilfield and energy infrastructure operations. The announcement highlights new efforts around operational efficiency, cybersecurity, and resilience that build on SLB's previously...

Qualcomm Drops 6%, Arm Holdings Falls 5% as Mobile-Chip Stocks Slide in the Selloff
24/7 Wall St.70d agobearish
Qualcomm Drops 6%, Arm Holdings Falls 5% as Mobile-Chip Stocks Slide in the Selloff

Shares of Qualcomm (NASDAQ:QCOM) are down 6% to $193 and change in midday trading Wednesday, while Arm Holdings (NASDAQ:ARM) stock is off 5% to $309.75. The moves come as mobile and edge-compute chip names lag the broader semiconductor tape. The iShares Semiconductor ETF (NASDAQ:SOXX) is down by 2.3% on the session, signaling that the weakness ... Qualcomm Drops 6%, Arm Holdings Falls 5% as Mobile-Chip Stocks Slide in the Selloff