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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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Why China’s DUV Push Hit ASML (ASML) and Micron (MU) for Different Reasons
Insider Monkey28d agoneutral
Why China’s DUV Push Hit ASML (ASML) and Micron (MU) for Different Reasons

China has started producing domestic immersion deep-ultraviolet lithography tools, Reuters reported on July 28. State-backed Shanghai Aishengna Electronic Technology Group plans to deliver machines to Semiconductor Manufacturing International, Hua Hong Semiconductor and memory producer ChangXin Memory Technologies. Production is expected to remain small, at roughly five systems in 2026 and about 20 in 2027. The […]

Micron (MU) Stock Looks Above Fair Value On Cash Flow But Below Fair Value On Earnings
Simply Wall St.28d agoneutral
Micron (MU) Stock Looks Above Fair Value On Cash Flow But Below Fair Value On Earnings

Micron Technology stock has delivered a very large gain of roughly 11x over the past three years, yet its valuation signals are split, with the Discounted Cash Flow (DCF) intrinsic value estimate pointing to a premium while market multiples still screen the stock as relatively inexpensive against peers. Micron Technology has returned about 11x over three years, which puts extra focus on whether current expectations already embed much of that success. Ongoing investment in high bandwidth...

SK Hynix's Record Profit Misses Investors' Lofty AI Expectations
Bloomberg28d agobearish
SK Hynix's Record Profit Misses Investors' Lofty AI Expectations

(Bloomberg) -- SK Hynix Inc.'s quarterly profit rose a smaller-than expected 557%, adding to heightened fears that an AI boom that has propelled the semiconductor industry may be decelerating. Most Read from BloombergChip Rout Deepens on Circular Funding, China Competition FearsNvidia's $750 Billion in Deals Reignite Circular AI FearsApple Set to Make Big Smart Home Push With Siri AI at CenterCitadel Securities Sees Warsh Delivering Surprise Fed HikeSpaceX Rebounds After Briefly Plunging 20% Bel

Bloomberg28d agobearish
SK Hynix’s Record Profit Misses Investors’ Lofty AI Expectations

(Bloomberg) -- SK Hynix Inc.’s quarterly profit rose a smaller-than expected 557%, adding to heightened fears that an AI boom that has propelled the semiconductor industry may be decelerating. Most Read from BloombergChip Rout Deepens on Circular Funding, China Competition FearsNvidia’s $750 Billion in Deals Reignite Circular AI FearsApple Set to Make Big Smart Home Push With Siri AI at CenterCitadel Securities Sees Warsh Delivering Surprise Fed HikeSpaceX Rebounds After Briefly Plunging 20% Bel

Investors Rotate Out of Chip Stocks
The Wall Street Journal28d agoneutral
Investors Rotate Out of Chip Stocks

The market has been spooked by concerns of tech giants’ ballooning spending and signs that China may be catching up in the AI arms race. Asian chip stocks plunged, sending South Korea’s Kospi index 10% lower and Japan’s Nikkei down 4%. The worst-hit American names included memory makers Sandisk which fell another 14%, and Micron, which shed 8.9%.

Mag 7 earnings: Alphabet 'really set the tone,' strategist says
Yahoo Finance Video28d agoneutralVIDEO
Mag 7 earnings: Alphabet 'really set the tone,' strategist says

Meta Platforms (META), Microsoft (MSFT), Amazon (AMZN), and Apple (AAPL) are the next Big Tech names — part of the Magnificent Seven — to report quarterly earnings results this week. Zacks Investment Research stock strategist Ethan Feller weighs in on investors' expectations for these Magnificent Seven member stocks.

Micron Stock Is Leading a Brutal New Chip Slump
Barrons.com29d agobearish
Micron Stock Is Leading a Brutal New Chip Slump

Micron stock was among the sharpest fallers Tuesday after being spared the worst of the selling in the previous session. Micron stock was down 9% by midafternoon, while Sandisk Western Digital and Advanced Micro Devices were down around 15%, 8.2%, and 7.9%, respectively. The Nasdaq Composite was mostly flat despite the chaos.

CME launches 23-hour single-stock futures to trade stocks like SpaceX, Micron
Yahoo Finance Video29d agoneutralVIDEO
CME launches 23-hour single-stock futures to trade stocks like SpaceX, Micron

Scott Melker discusses how CME (CME) has launched 23-hour single-stock futures for trading shares of SpaceX (SPCX), Micron Technology (MU), and other stocks. "The Daily Wolf with Scott Melker" airs every day at 12:00 p.m. Tune in for your daily dose of all things crypto. Make sure to also check out Yahoo Finance's new crypto hub to find the latest crypto-related news.

NVIDIA CEO Jensen Huang Says the ‘ChatGPT Moment’ Has Already Happened for the Next $50 Trillion Trend
24/7 Wall St.29d agoneutral
NVIDIA CEO Jensen Huang Says the ‘ChatGPT Moment’ Has Already Happened for the Next $50 Trillion Trend

Robotics is moving out of the lab and into the real economy. Speaking at YC Startup School, NVIDIA CEO Jensen Huang made a striking claim about the timing of the next great AI wave. Asked about robotics, he told the audience: “I would say the ChatGPT moment of robots happened a couple of years ago ... NVIDIA CEO Jensen Huang Says the ‘ChatGPT Moment’ Has Already Happened for the Next $50 Trillion Trend

CLARITY Act hits summer roadblock
Yahoo Finance Video29d agoneutralVIDEO
CLARITY Act hits summer roadblock

Scott Melker dives into the roadblocks delaying the CLARITY Act, CME’s expansion into near round-the-clock futures trading, and the surge in blockchain activity as token prices cool. "The Daily Wolf with Scott Melker" airs every day at 12:00 p.m. Tune in for your daily dose of all things crypto. Make sure to also check out Yahoo Finance's new crypto hub to find the latest crypto-related news.

NBT Bancorp Q2 Earnings Call Highlights
MarketBeat29d agoneutral
NBT Bancorp Q2 Earnings Call Highlights

NBT Bancorp (NASDAQ:NBTB) reported second-quarter net income of $53 million, or $1.02 per diluted common share, as record net interest income, loan growth and fee-based revenue contributed to improved results. President and CEO Scott Kingsley said the company delivered “significantly stronger earni