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Notícias

Apenas manchetes de alto sinal - eventos macro, resultados, M&A, regulatório. Listicles e clickbait de analistas filtrados por padrão. Atualizado a cada hora.

24,327 signal articles · 59 in last 24h · 115,695 total before filter · latest 55m ago
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Investing.com32d agoneutral
Apple explores chip acquisitions to bolster AI server capabilities

Apple is officially shopping. The iPhone maker is quietly exploring acquisitions of semiconductor startups to supercharge its artificial intelligence server capabilities, moving aggressively to close the gap in the high-stakes AI arms race. According to a report from The Information, Apple has been in active talks with investment bankers and semiconductor startups over the past few months to gauge potential buyouts. The driving force behind this push? A pressing need for more horsepower. Current

ASML Just Raised Guidance Again — Is This the Strongest AI Stock Story Nobody’s Talking About?
24/7 Wall St.32d agoneutral
ASML Just Raised Guidance Again — Is This the Strongest AI Stock Story Nobody’s Talking About?

The AI investment boom has created a sharp divide between companies benefiting from long-term demand and those merely riding short-term enthusiasm. While many technology businesses continue spending hundreds of billions of dollars on AI infrastructure, investors have increasingly questioned whether those investments will eventually slow. Yet every quarter seems to produce another reminder that the ... ASML Just Raised Guidance Again — Is This the Strongest AI Stock Story Nobody’s Talking About?

Bank of America sees Nvidia’s next $20 billion business
TheStreet33d agoneutral
Bank of America sees Nvidia’s next $20 billion business

Nvidia (NVDA) stock investors have been fed a familiar playbook. More robust accelerators, higher rack prices, and another wave of hyperscaler spending were expected to propel Nvidia stock's valuation to even more stratospheric levels. Bank of America's latest semiconductor outlook, shared with me, ...

Michael Burry's biggest moneymaker isn't a stock
TheStreet33d agoneutral
Michael Burry's biggest moneymaker isn't a stock

There is a version of getting rich on Wall Street that has nothing to do with being right about a stock. You can spend a career building a reputation and then, one day, discover the reputation itself is the position. It pays whether or not your next call works. It compounds while you sleep. It does ...

Oppenheimer has a warning for investors before the fall
TheStreet33d agobearish
Oppenheimer has a warning for investors before the fall

Every good party has one guest who starts eyeing the door while the music is still loud. They are not trying to spoil anything. They have just seen how these nights tend to end. Wall Street has its own version of that guest, and right now the speakers are cranked. The S&P 500 keeps closing at ...

Earnings, Inflation and Iran Tensions Set the Tone for US Markets: Dow Jones, S&P, Nasdaq, Wall Street Futures
InvestorsHub33d agoneutral
Earnings, Inflation and Iran Tensions Set the Tone for US Markets: Dow Jones, S&P, Nasdaq, Wall Street Futures

US stock futures traded mixed on Tuesday as investors weighed renewed geopolitical tensions between the United States and Iran ahead of a week packed with major earnings releases, key inflation data and fresh signals from the Federal Reserve. Markets are preparing for the unofficial start of the second-quarter earnings season with results from the largest US banks, while the latest Consumer Price Index (CPI) report and testimony from Federal Reserve Chair Kevin Warsh are expected to influence ex