Notícias
Apenas manchetes de alto sinal - eventos macro, resultados, M&A, regulatório. Listicles e clickbait de analistas filtrados por padrão. Atualizado a cada hora.
$10,000 parked in the Fidelity Fundamental Emerging Markets ETF (NYSEARCA:FFEM) on the last trading day of 2025 was worth roughly $13,000 at the late-May peak near $43.45, before a recent week of selling trimmed it back to about $12,200 by the June 5 close at $40.73. That puts the headline number where it should be. ... Fidelity’s Emerging Markets ETF Is Stealthily Up 30% (and No One’s Watching)
Taiwan Semiconductor Manufacturing Company Limited (NYSE:TSM) is one of the 10 Best Stocks in Chase Coleman’s Tiger Global Portfolio. On May 28, 2026, Taiwan Semiconductor Manufacturing Company Limited (NYSE:TSM) conducted the 2026 Technology Symposium, where the company highlighted its manufacturing excellence by noting that it has accelerated the new fab expansion at an unprecedented 2X […]
The commentary comes amid a broader rally in semiconductor and memory names, fueled by a media report that Intel received a substantial chip order from Google.
(Bloomberg) -- Intel Corp. shares rose the most in a month after the Information reported that Alphabet Inc.’s Google will rely on it for more than 3 million specialized AI chips in 2028. Most Read from BloombergHouse Republican Says Hegseth’s D-Day Remarks ‘Inappropriate’Trump Says He, Not Congress, Is in Charge of Kennedy Center in ReversalLA Mayor Race Flips as Socialist Beats Reality TV Star PrattWhy Oil’s Not at $200 After the Biggest Supply Shock in HistoryIsrael Strikes Iran After Missile
Is INTC a good stock to buy? We came across a bullish thesis on Intel Corporation on Nikhs’s Substack. In this article, we will summarize the bulls’ thesis on INTC. Intel Corporation’s share was trading at $99.17 as of June 5th. INTC’s trailing and forward P/E were 904.17 and 123.46 respectively according to Yahoo Finance. Intel Corporation […]
Marvell Technology (NASDAQ:MRVL) is the name on every chip trader’s lips after a 305.44% one-year rip that turned custom AI silicon into the most crowded trade in semiconductors. But here’s what you should actually be watching. The Marvell trade is mathematically exhausted Last Friday’s leverage shakeout told you everything. Marvell dropped 16.74% in a single ... Forget Marvell: 1 Unstoppable Semiconductor Stock to Buy Hand Over Fist After the Market Pullback
According to The Information, Google placed orders for its Tensor Processing Units from Intel after TSMC struggled to meet demand for manufacturing capacity.
A dollar put into Columbia EM Core ex-China ETF (NYSEARCA:XCEM) on the last trading day of 2025 was worth about $1.38 by the close on June 3, 2026. The same dollar in SPDR S&P 500 ETF (NYSEARCA:SPY) was worth about $1.11. That is XCEM up roughly 38% year to date against SPY up about 11%, ... The Overlooked EM ETF (XCEM) Is Up 38% YTD — What the S&P 500 Took Five Years to Match in Just Five Months
Rising yields, AI weakness and Middle East tensions pressure stocks and bonds worldwide
Taiwan Semiconductor Manufacturing Company Limited (NYSE:TSM) is one of Billionaire Ken Fisher’s Latest Portfolio: 10 Best Stocks to Buy. Contract chip manufacturing giant Taiwan Semiconductor Manufacturing Company Limited (NYSE:TSM) is one of the most important companies in the world. It is the only foundry capable of manufacturing high-end chips at scale and with stable yields. […]
Silvaco Group Inc. (NASDAQ:SVCO) is one of the hot tech stocks to buy according to analysts. On May 19, Silvaco announced the immediate availability of its Mixel MIPI C-PHY/D-PHY Combo Universal IP on TSMC’s N2P process. This new solution is the industry’s first to support MIPI D-PHY v3.6 with embedded clock mode/ECM, offering significant improvements […]
By Ben Blanchard, Max A.
By Gregor Stuart Hunter and Ankur Banerjee SINGAPORE, June 8 (Reuters) - Sam Konrad's stocks are having a fantastic year, thanks to AI-fueled rallies in Taiwan and South Korea, but his fund is so top
TSMC (NYSE:TSM) and Nvidia announced a wide-ranging partnership to apply AI and accelerated computing across TSMC's semiconductor manufacturing operations. The agreement covers areas such as lithography, defect detection, and factory and production optimization within TSMC's fabs. The partnership extends the existing customer supplier relationship into a broader collaboration focused on AI driven chipmaking processes. For you as an investor, this matters because TSMC is a key contract chip...
$10,000 dropped into the iShares Asia 50 ETF (NYSEARCA:AIA) on the last trading day of 2025 was worth roughly $15,267 by the close on June 3, 2026. That is the kind of half-year a US large-cap investor doesn’t get out of the SPDR S&P 500 ETF Trust (NYSEARCA:SPY) in a calendar year, let alone five ... $10,000 in Asia’s Biggest 50 Stocks Became $15,267 in Five Months: Here’s Why
$10,000 dropped into the iShares Asia 50 ETF (NYSEARCA:AIA) on the last trading day of 2025 was worth roughly $15,267 by the close on June 3, 2026. That is the kind of half-year a US large-cap investor doesn’t get out of the SPDR S&P 500 ETF Trust (NYSEARCA:SPY) in a calendar year, let alone five ... $10,000 in Asia’s Biggest 50 Stocks Became $15,267 in Five Months: Here’s Why
The gap between TSMC and its competitors continues to widen.
Check out these three stocks that insiders are buying and selling, including giants in oil and AI, as well as a small gene stock seeing huge swings.
The stock is near its 52-week high as AI chip demand continues to outpace supply.
One of the most important chipmakers on the planet could be squeezing its customers right now, as the AI shortage gives it every excuse. But its CEO said he won’t. Taiwan Semiconductor Manufacturing (CSMC) Chief Executive Officer, C.C. Wei, used the company’s annual shareholder meeting in Hsinchu, ...
TSM is outperforming peers as rising AI demand, a higher 2026 outlook and capacity expansion support growth despite a broader chip-sector pullback.
