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.

23,646 signal articles · 332 in last 24h · 112,568 total before filter · latest 17m ago
332last 24h
2128last 7d
372● bullish (7d)
182● bearish (7d)
204publishers
AllMacro308Earnings1192M&A92Regulatory23Product14Analyst20
✕ clear all filtersticker: AAPLsentiment: bullishSentiment:bullishneutralbearishshow all (incl. clickbait)
Bloomberg37d agobullish
Broadcom, Apple Expand Partnership to 2031 With Custom Chips

(Bloomberg) -- Broadcom Inc. said Monday that it will provide custom chips for Apple Inc. in an expanded deal that runs through 2031.Most Read from BloombergGreece Offers Bounty to Catch Ravenous Fish Lured by Warming SeaOil, Gas Tankers Cross Hormuz Via Oman-Side Route After U-TurnsThe Tanker Tycoon Making Millions on Hormuz Shuttle RunsModi’s Flagship Biofuel Push Faces Backlash From MotoristsFIFA Allows Balogun to Play After Trump Call Sparking UproarThe companies have signed a new multi-year

Foxconn second-quarter revenue jumps, company cautions on geopolitics
Reuters39d agobullish
Foxconn second-quarter revenue jumps, company cautions on geopolitics

Taiwan's Foxconn, the world's largest contract electronics maker, reported a 39.8% year-on-year ‌rise in second-quarter revenue that beat market forecasts ‌on strong demand for AI products, though it cautioned about "volatile" global politics. Revenue ​for Nvidia's biggest server maker and Apple's top iPhone assembler jumped to T$2.513 trillion ($78.71 billion) in the April-June quarter, Foxconn said in a statement on Sunday. Strong ⁠AI demand led to robust revenue growth for its cloud and networking products division, while smart consumer electronics, which ​includes iPhones, ​posted "significant" growth, the company said.

Investing.com41d agobullish
Apple Intelligence is not driving iPhone upgrade activity: UBS

Investing.com -- Apple Intelligence features are failing to accelerate iPhone upgrade activity, according to a UBS survey of more than 7,500 smartphone users across five countries, which found declining enthusiasm for AI as a purchasing trigger even as overall purchase intent held up in key Western markets.

Bloomberg42d agobullish
Apple Seeks to Buy Chinese-Made Memory Chips by Lobbying US

(Bloomberg) -- Apple Inc. is in negotiations to purchase chips from two Chinese semiconductor makers on a Pentagon blacklist to help reduce the impact of a global memory shortage that’s forced the company to raise prices across its product line.Most Read from BloombergMeta Is Planning a Cloud Business to Sell AI Computing PowerKrafton Agrees to Pay ‘Subnautica 2’ Bonuses as Developer’s CEO ResignsUS Decides Against Renewing USMCA, Shifting to Rolling TalksSpaceX IPO Left Mirae With No Shares on

Bloomberg47d agobullish
Apple Seeks US Approval to Buy Chips From Blacklisted CXMT: FT

(Bloomberg) -- Apple Inc. is pressing the White House for approval to purchase memory chips from a blacklisted Chinese company as it grapples to rein in chip costs, the Financial Times reported on Saturday.Most Read from BloombergLutnick Delayed Canada Bridge Debut to Seek Bigger Cut of Toll RevenueIndonesia Opens Door to Dirty Money to Fund Prabowo’s PlansOman Tells Allies Ships Going Through Hormuz May Have to PayApple Shares Sink After Price Hikes Hit iPads and MacsUS Strikes Iran in Response

Apple seeks approval to buy chips from blacklisted Chinese company, FT reports
Reuters47d agobullish
Apple seeks approval to buy chips from blacklisted Chinese company, FT reports

Apple is lobbying the Trump administration for clearance to buy memory chips from ChangXin ‌Memory Technologies, a Chinese company the Pentagon has ‌put on a blacklist, the Financial Times reported on Friday. The iPhone maker ​has lobbied the White House for approval aimed at easing financial pressure on the company from rising memory chip prices, the newspaper said, citing unnamed sources. The White House, Apple and ‌CXMT did not respond ⁠to requests for comment from Reuters outside business hours.

Apple can't shield buyers from Al's memory crunch anymore
TheStreet47d agobullish
Apple can't shield buyers from Al's memory crunch anymore

For most of the last decade, one promise held across the technology aisle. You paid a premium for the best-built hardware, and in exchange the number on the price tag held still. That stability was never an accident. It was a product, engineered as carefully as the devices themselves. Tariffs came ...

The Week in Numbers: Micron climbs high, Apple raises prices
Reuters Videos48d agobullishVIDEO
The Week in Numbers: Micron climbs high, Apple raises prices

<body><p>STORY: From Micron's mega market cap to Apple's price hikes...</p><p>...this is the Week in Numbers.</p><p>:: The Week in Numbers</p><p>:: $1.4 trillion.</p><p>About $1.4 trillion was Micron's market cap after it briefly blew past the value of Meta and Tesla for the first time.</p><p>It came after the firm forecast quarterly profit and revenue well above expectations.</p><p>Micron is a major memory-chip maker and a key supplier to AI titan Nvidia.</p><p>The company's shares have more than tripled in value so far this year, and soared close to a fifth following its results.</p><p>:: 5%</p><p>Almost 5% is how far Apple shares fell after it announced price hikes.</p><p>The tech giant said its cheapest laptop will jump from $599 to $699, with iPad prices also rising - although the iPhone won't jump for now.</p><p>Apple says it can no longer avoid passing on rising costs to consumers.</p><p>The price of memory chips jumped by around 98% in the first quarter, and has kept soaring due to the AI boom.</p><p>:: 42%&nbsp;</p><p>42% was how much shares of Wendy's soared as retail traders bought up the beaten-down stock in the latest meme-like rally.</p><p>Trading on the heavily shorted stock was paused multiple times due to volatility..</p><p>Shares briefly hit a more than seven-month high.</p><p>The fast food chain is battling weak sales and pressure from an activist investor, with its stock down more than 78% from record highs five years ago.</p><p>:: $648 billion</p><p>Almost $648 billion is how much Samsung plans to invest in South Korea over 10 years.</p><p>That's according to the Maeil Business Newspaper, which said the firm will announce its intentions on Monday.</p><p>The investment includes a potential $194 billion to build chip factories in the country's southwest, as well as plans for AI data centers, batteries and displays.</p><p>There was no immediate response to a request for comment from Samsung.</p><p>:: $606.5 million</p><p>And $606.5 million was H&M's operating profit during its fiscal second quarter.</p><p>That was smaller than expected for the Swedish fashion retailer.</p><p>H&M blamed weaker consumer demand and inflation made worse by the Iran war.</p><p>CEO Daniel Erver said Europe, particularly the western part of it, had gone through a difficult quarter.</p></body>

Apple’s Target Climbs as Earnings Accelerate: The Case For Double-Digit Upside
24/7 Wall St.48d agobullish
Apple’s Target Climbs as Earnings Accelerate: The Case For Double-Digit Upside

Apple (NASDAQ:AAPL) has become one of the more interesting setups in mega-cap tech. After a 46.9% rally over the past year and an 8.01% year-to-date gain, the stock consolidated in June. With earnings accelerating and the iPhone 17 cycle feeding the top line, our model sees room for double-digit upside. Our 24/7 Wall St. price ... Apple’s Target Climbs as Earnings Accelerate: The Case For Double-Digit Upside

Bloomberg49d agobullish
A $30 Billion Cancer Breakthrough Is Under Threat From Global Conflicts

(Bloomberg) -- At the Hirslanden clinic overlooking Switzerland’s picturesque Lake Lucerne, prostate cancer patient Jörg Pegelow lies on a reclining chair as a doctor wearing two sets of gloves — one made with lead — injects a saline solution laced with a radioactive drug into a vein in his arm.Most Read from BloombergInvestor Who Scored 900% Win in 2008 Crisis Has New Big Short BetStocks Slide as Wall Street Gets AI Wake-Up Call: Markets WrapOracle Cut 21,000 Jobs in 12 Months, Says AI Replaced

Qualcomm bets on AI chips to break smartphone reliance, but faces crowded race
Reuters49d agobullish
Qualcomm bets on AI chips to break smartphone reliance, but faces crowded race

Qualcomm is expected to use its investor day on Wednesday to lay out a push beyond its core smartphone business into ‌the fast-growing, but highly competitive, market for AI data center chips. Analysts ‌expect the San Diego-based company to name new customers for its AI chips as it tries to ​gain a foothold in a market dominated by Nvidia. The shift reflects mounting pressure in the smartphone market, where Qualcomm is one of the world’s largest chip suppliers to Android device makers.

Micron and Western Digital Rise 6%, SanDisk Gains 5% as Memory Stocks Rally Into Micron’s Earnings
24/7 Wall St.51d agobullish
Micron and Western Digital Rise 6%, SanDisk Gains 5% as Memory Stocks Rally Into Micron’s Earnings

Micron Technology (NASDAQ:MU) stock is up about 6% in Monday morning trading to around $1,199, leading a broad memory and storage rally into the company’s Wednesday earnings report. Western Digital (NASDAQ:WDC) stock is also up by about 6% to around $788, while SanDisk (NASDAQ:SNDK) stock is up 5% to around $2,294. The group is resisting ... Micron and Western Digital Rise 6%, SanDisk Gains 5% as Memory Stocks Rally Into Micron’s Earnings

Why I Can’t Stop Buying This $3 Trillion Tech Titan Even as a “Rate Shock” Threatens to Tank Wall Street
24/7 Wall St.55d agobullish
Why I Can’t Stop Buying This $3 Trillion Tech Titan Even as a “Rate Shock” Threatens to Tank Wall Street

I keep hitting the buy button on Apple (NASDAQ:AAPL), and the June panic over Fed Chair Kevin Warsh has only made my finger faster. Momentum traders are dumping high-flying tech indiscriminately, terrified Warsh will hold or hike to stamp out sticky inflation, and Apple has been dragged back under the $300 threshold at $299.24. I ... Why I Can’t Stop Buying This $3 Trillion Tech Titan Even as a “Rate Shock” Threatens to Tank Wall Street

Bloomberg56d agobullish
Big Tech’s AI Spending Spree Is Making Stock Buybacks Disappear

(Bloomberg) -- The artificial-intelligence race is becoming so expensive that it’s snuffing out one of the key forces that has helped keep Big Tech stocks soaring for years: steady share buybacks.Most Read from BloombergRead the 14-Point Draft Memorandum Between the US and IranModi Warns of ‘Shortage of Trust’ Ahead of Trump MeetingTrump Blows Through His Iran Red Lines in Justifying Peace DealIran’s Deputy Foreign Minister Confirms Deal Reached With USApple Plans Camera AirPods Alongside Upgrad