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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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Stocks slide, oil prices jump as tech, Mideast war in focus
AFP28d agoneutral
Stocks slide, oil prices jump as tech, Mideast war in focus

Tokyo and Taipei stock markets led a fresh selloff for technology shares Friday, as concerns that the sector had been overbought in recent months intensified."The technology selloff is not the only reason markets are in a sour mood," noted Ipek Ozkardeskaya, senior analyst at Swissquote bank.  

Apple closes in on Nvidia in race for world's most valuable company
Reuters28d agoneutral
Apple closes in on Nvidia in race for world's most valuable company

Apple is within striking distance of overtaking Nvidia as the world's most valuable company, a milestone that would reshuffle the ranks of tech heavyweights as investors reassess the outlook for AI. Apple was last valued at $4.90 ‌trillion as its shares rose marginally in premarket trading on Friday, while Nvidia was roughly at the same level, following a 2.4% decline. If ‌Apple overtakes Nvidia, it would reclaim the top spot for the first time since April last year.

Bloomberg28d agobullish
Apple Upgraded to Buy by HSBC on Agentic AI, Hardware Pipeline

(Bloomberg) -- Apple Inc. was upgraded to buy at HSBC Holdings Plc on Friday, in the latest reflection of how Wall Street is increasingly positive on the iPhone maker’s position in a market where many trades related to artificial intelligence have been faltering.Most Read from BloombergGoogle Gemini Launch Delayed as Tech Falls Short of Internal GoalsThailand Scraps Plan to End Visa-Free Entry for Indian TouristsBeckham’s IM8 Gets $1 Billion From General Catalyst for GrowthNasdaq Futures Tumble

Investing.com28d agobullish
HSBC upgrades Apple to Buy, sees "strong cycle ahead"

Investing.com -- HSBC analyst Nicolas Cote-Colisson upgraded Apple to Buy from Hold and raised its price target on the iPhone maker’s shares to $366 from $260 in a note Friday, saying it is at "an operational turning point" as AI capabilities and a strong product pipeline support growth.

Bloomberg28d agoneutral
IBM’s Warning Is a ‘Hammer’ Slamming Down on Tech’s AI Outsiders

(Bloomberg) -- International Business Machines Corp.’s warning this week that its sales are falling well short of expectations highlights a growing divide between artificial intelligence winners and everyone else in the tech universe.Most Read from BloombergThailand Scraps Plan to End Visa-Free Entry for Indian TouristsGoogle Gemini Launch Delayed as Tech Falls Short of Internal GoalsBeckham’s IM8 Gets $1 Billion From General Catalyst for GrowthNasdaq Futures Tumble 1.5% as Chip Rout Deepens: Ma

Bloomberg28d agoneutral
Circle Gets Street-Low Target as Stablecoin Competition Heats Up

(Bloomberg) -- Circle Internet Group Inc. shares have lost more than three-quarters of their value from the highs seen just after their initial public offering last year and as more stablecoins come to market, one analyst is warning it could get worse.Most Read from BloombergThailand Scraps Plan to End Visa-Free Entry for Indian TouristsGoogle Gemini Launch Delayed as Tech Falls Short of Internal GoalsBeckham’s IM8 Gets $1 Billion From General Catalyst for GrowthCIA Says AI Drones Give Russian T

Apple (AAPL) Faces Lawmaker Push To Block CXMT Memory Chip Sourcing
Simply Wall St.28d agoneutral
Apple (AAPL) Faces Lawmaker Push To Block CXMT Memory Chip Sourcing

U.S. lawmakers are urging the Commerce Department to block Apple from buying memory chips from Chinese supplier CXMT. The pressure is tied to national security concerns, as CXMT is designated a Chinese Military Company. Any restriction could affect Apple’s sourcing plans for memory used in AI hardware and consumer devices. Apple, ticker NasdaqGS:AAPL, is under fresh political scrutiny just as its stock trades around $333.26, with the share price supported by strong momentum, including a...

Warren Buffett reveals he broke his own investing pattern
TheStreet28d agoneutral
Warren Buffett reveals he broke his own investing pattern

Legendary investor and now-retired CEO of Berkshire Hathaway (BRK.A, BRK.B), Warren Buffett, spent decades teaching investors that knowing what to sidestep is probably as important as finding what to buy. The Oracle of Omaha zeroed in on businesses with predictable demand, durable pricing power, ...

Inside Micron’s Boise headquarters: The heart of US memory tech
TheStreet28d agoneutral
Inside Micron’s Boise headquarters: The heart of US memory tech

Nearly 700 miles from Silicon Valley, in the arid foothills of Boise, Idaho, you’ll find the headquarters of Micron Technology (MU), a global manufacturer of semiconductor chips and one of the world’s leading technology companies. It's also nearly 2,500 miles from Wall Street. Yet despite its ...