Apenas manchetes de alto sinal - eventos macro, resultados, M&A, regulatório. Listicles e clickbait de analistas filtrados por padrão. Atualizado a cada hora.
Broadcom said on Monday that the chipmaker and Apple have agreed to expand their partnership through 2031 to develop and supply a range of custom chips. Broadcom has been a long-standing supplier to Apple, providing key components, including custom radio frequency chips used in iPhones, Wi-Fi and Bluetooth connectivity chips, and other networking semiconductors. Apple is one of Broadcom's largest customers.
Wall Street just picked a new favorite in the AI chip race, and it isn't the company most investors expect. According to Investing.com, Cantor Fitzgerald analyst C.J. Muse raised his price target on Advanced Micro Devices (AMD) to $700 from $500 on June 29, keeping his Overweight rating. That ...
The Vanguard Information Technology ETF (NYSEARCA:VGT) just gave back a chunk of its 2026 run, sliding 5% in a single week as semiconductor names corrected. The fund is still up about 21% year to date and roughly 39% over the past year, but holders should treat that pullback as the market beginning to question the ... VGT Investors: Watch Hyperscaler Capex Guidance in H2 2026
(Bloomberg) -- President Donald Trump made more than 21,000 securities trades in his first year back in office, often in intense bursts tied to market events he created.Most Read from BloombergExxon to Change Name for First Time in Decades After RedomicileMeta Is Planning a Cloud Business to Sell AI Computing PowerGermany Rejects Trump’s Demands for NATO Loyalty to WashingtonRussia Indicates Ukraine Fired Long-Range Ballistic MissileKrafton Agrees to Pay ‘Subnautica 2’ Bonuses as Developer’s CEO
Broadcom's (AVGO) stock took a downward turn in June. Shares fell more than 16% during the month, the worst stretch since March 2025. AVGO closed at $377.75 on July 1, nearly 18% off its highs from a month earlier. Now, a fresh securities filing shows one of the company's top executives, Mark ...
The S&P 500 and Nasdaq composite turned in 24 and 20 record closes, respectively, in the year's first half, lifted by the artificial-intelligence boom that has fueled sizable gains in the chip makers supplying the build-out.
This year's second quarter was a blockbuster period for tech stocks. The PHLX Semiconductor Index—which houses chip stocks like Nvidia and Broadcom—has climbed 81% through yesterday, putting it on track for its best quarter in history. Once darlings of the industry, some of the biggest names in tech have fallen out of favor with investors as they fret about these companies' big AI spending commitments.
(Bloomberg) -- Chip stocks are heading for their best quarter ever, extending an extraordinary start to the year driven by insatiable demand for artificial intelligence equipment. But after recent jitters sent the stocks tumbling, investors are wondering how much further the rally can go. Most Read from BloombergYen Hits Four-Decade Low in Historic Slide That’s Rattled JapanTrump’s U-Turn on Iran Sanctions Would Unravel Decades of CurbsWhatsApp Opens Username Reservations to 3 Billion UsersUS St
Could a delayed mega-IPO be the first crack in the AI spending boom?
Shares plunged Friday in Asia, led by heavy losses in Japan and South Korea as traders sold to lock in gains from recent rallies in stocks related to artificial intelligence. U.S. futures also declined, while oil prices fell. Tokyo’s Nikkei 225 index shed 4.5% to 69,127.10 and the Kospi in Seoul plunged 6.8% to 8,323.52.
Broadcom (AVGO) just got a new validation point in the artificial intelligence chip race: OpenAI’s first custom chip, Jalapeño, unveiled on June 24. The chip was designed with Broadcom and built for inference, the computing process that allows products such as ChatGPT to respond to user requests. ...
Broader tech sell-off continued on Wednesday as investors awaited Micron earnings to judge the demand for AI and memory chips.
The chip, called Jalapeño, was built to improve efficiency and lower costs, advancing OpenAI’s strategy to build out a full stack behind its models and products.
Investing.com -- Broadcom (NASDAQ:AVGO) shares jumped 3.4% Wednesday morning following the unveiling of "Jalapeño," a custom AI chip developed in partnership with OpenAI. Billed as OpenAI’s first "Intelligence Processor," the custom accelerator was designed specifically for large language model (LLM) inference and moved from design to production in just nine months. The chip marks OpenAI’s official expansion into proprietary hardware as part of its full-stack infrastructure strategy. Built from
Micron Technology said on Monday it has signed an agreement with Anthropic that includes supply of memory and storage products, and a strategic investment in the IPO-bound AI company's latest funding round. AI developers are racing to secure critical components for increasingly expensive data-center buildouts, while memory makers look to tap into the soaring demand for high-bandwidth memory and storage used in training and running advanced AI models. "Our compute strategy depends on getting every layer of the stack right, and memory and storage are central to how efficiently we can train and serve Claude," said Tom Brown, Anthropic's co-founder and chief compute officer.
Somewhere in the past few weeks, a supply chain rumor got out that a chip program Broadcom has been working on with Google might be running late. Nobody confirmed it. No contract was lost, no customer pulled back, no earnings were restated. Just a rumor, and yet Broadcom's stock shed nearly 7% in ...
The S&P 500 Index ($SPX ) (SPY ) on Thursday closed up +1.08%, the Dow Jones Industrial Average ($DOWI ) (DIA ) closed up +0.14%, and the Nasdaq 100 Index ($IUXX ) (QQQ ) closed up +2.48%. September E-mini S&P futures (ESU26 ) rose +1.15%, and September E-mini Nasdaq futures...
The S&P 500 Index ($SPX ) (SPY ) on Wednesday closed down -1.21%, the Dow Jones Industrial Average ($DOWI ) (DIA ) closed down -0.98%, and the Nasdaq 100 Index ($IUXX ) (QQQ ) closed down -0.99%. June E-mini S&P futures (ESM26 ) fell -1.19%, and June E-mini Nasdaq futures...
US stocks (^DJI, ^IXIC, ^GSPC) ended Wednesday's session in negative territory after Federal Reserve officials unanimously voted to hold interest rates at their June FOMC meeting today, while also forecasting at least one possible rate hike ahead. Yahoo Finance Markets and Data Editor Jared Blikre breaks down the trading day's market reactions to the Fed's big decision. This was Kevin Warsh's first FOMC meeting he presided over as the new chairman of the Fed.
(Bloomberg) -- It was 180 degrees off the hot trade on Wall Street. Most Read from BloombergRead the 14-Point Draft Memorandum Between the US and IranModi Warns of ‘Shortage of Trust’ Ahead of Trump MeetingIran’s Deputy Foreign Minister Confirms Deal Reached With USNetanyahu Pays a Political Price for Trump’s Iran DealUS Set to Offer Iran Broad Financial Gains in Peace DealSnub Nvidia Corp., the soaring king of artificial intelligence chips. Embrace Adobe Inc., a sinking casualty of AI disruptio
FEATURE Artificial-intelligence stocks were mounting a comeback on Wednesday, having slumped the previous session, as hopes of a peace deal between the U.S. and Iran led investors to pile back into some of the market’s best-loved names.
Asian shares were mixed and oil was trading below $80 a barrel on Wednesday as markets watched for details on the interim agreement between the U.S. and Iran to end the war. U.S. futures edged higher ahead of the Federal Reserve’s policy decision announcement and after Wall Street closed mixed near their record highs.
T. Rowe Price fund manager David Giroux says Big Tech isn’t in a bubble, but there’s value in healthcare and utilities.
(Bloomberg) -- Jensen Huang may see Marvell Technology Inc. as the stock market’s “next trillion-dollar company,” but it’s going to take a lot of growth for the chipmaker to even sniff that lofty level. Most Read from BloombergIran’s Deputy Foreign Minister Confirms Deal Reached With USStudios in Microsoft’s Xbox Division Brace for ClosuresNetanyahu Pays a Political Price for Trump’s Iran DealUS and Iran Agree to Halt War, Restart Middle East Oil ShipmentsUS at Odds With Allies Over How Easy It
Ding, dong and morning, folks Wall Street looks set to catch its breath on Tuesday after a record-setting run, as the giddy reaction to peace with Iran gives way to harder questions about oil and the Federal Reserve. Dow futures ticked up 0.1% after Monday's all-time closing high, with the...
We use Google Analytics to count anonymous page views and understand which content gets read. No ads, no profiles. Decline keeps you on cookieless mode. Details.
