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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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Is This The Best Time to Buy Broadcom (AVGO)?
Insider Monkey57d agobullish
Is This The Best Time to Buy Broadcom (AVGO)?

We just covered Billionaire Dan Loeb Pivots to AI and Sells Old Economy Stocks: His Top 7 AI Picks. Broadcom Inc. (NASDAQ:AVGO) ranks #7 (see Billionaire Dan Loeb’s Top 5 AI Stock Picks). Billionaire Dan Loeb’s Stake: 50,000 Shares Valued at Approximately $15.48 Million (NEW Position) AVGO is down about 10% over the past month […]

Jim Cramer Shares Unmissable Insights About Broadcom (AVGO)
Insider Monkey58d agobearish
Jim Cramer Shares Unmissable Insights About Broadcom (AVGO)

We recently published Jim Cramer Called SpaceX A Meme Stock & Discussed These 7 Stocks. Broadcom (NASDAQ:AVGO) is one of the stocks discussed by Jim Cramer. Broadcom (NASDAQ:AVGO)’s shares have struggled recently. While they are up by 13% year-to-date, over the past month, they are down by 6%. The shift came after the firm’s latest […]

Billionaire Dan Loeb’s Top AI Stock Pick: Taiwan Semiconductor (TSM)
Insider Monkey58d agoneutral
Billionaire Dan Loeb’s Top AI Stock Pick: Taiwan Semiconductor (TSM)

We just covered Billionaire Dan Loeb Pivots to AI and Sells Old Economy Stocks: His Top 7 AI Picks. Taiwan Semiconductor (NYSE:TSM) ranks #1 (see Billionaire Dan Loeb’s Top 5 AI Stock Picks). Billionaire Dan Loeb’s Stake: 275,000 Shares Valued at Approximately $92.93 Million Taiwan Semiconductor (NYSE:TSM) manufactures the physical chips designed by virtually every major semiconductor company […]

Bloomberg58d agoneutral
Snubbing Nvidia for Adobe Costs Florida Stock-Picker $50 Billion

(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

Stocks to Watch: SpaceX, Intel, BMW
The Wall Street Journal58d agoneutral
Stocks to Watch: SpaceX, Intel, BMW

↗️ SpaceX (SPCX): After three days of gains since its IPO, shares in Elon Musk's company are up about 3% premarket. ↗️ Intel (INTC), Broadcom (AVGO), Micron Technology (MU): The stocks are recovering some lost ground premarket after the PHLX Semiconductor index of chip stocks had its second-worst day of the year yesterday.

2 S&P 500 Stocks for Long-Term Investors and 1 We Question
StockStory58d agoneutral
2 S&P 500 Stocks for Long-Term Investors and 1 We Question

The S&P 500 (^GSPC) is home to the biggest and most well-known companies in the market, making it a go-to index for investors seeking stability. But not all large-cap stocks are created equal - some are struggling with slowing growth, declining margins, or increased competition.

Bloomberg59d agoneutral
Marvell Needs Lots of Growth to Achieve Huang’s $1 Trillion Call

(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

Broadcom Ties AI Infrastructure To Spring And Java Security Overhaul
Simply Wall St.59d agoneutral
Broadcom Ties AI Infrastructure To Spring And Java Security Overhaul

Broadcom (NasdaqGS:AVGO) has launched a major Spring and Java security initiative, described as the largest set of Spring security updates in the framework’s 23-year history. The release introduces AI-enabled vulnerability detection and clean-room software supply chain validation at scale for enterprise users. The move targets rising AI-driven security threats and software supply chain attacks affecting thousands of large enterprises that rely on Spring-based applications. For investors...

Should Broadcom’s AI XPV Platform and Debt Tenders Reshape the Core Thesis for AVGO Investors?
Simply Wall St.59d agoneutral
Should Broadcom’s AI XPV Platform and Debt Tenders Reshape the Core Thesis for AVGO Investors?

In early June 2026, Broadcom Inc. launched cash tender offers for up to US$2.50 billion of various long-dated senior notes, while also rolling out an AI infrastructure platform with Apollo and Blackstone and advancing multiple fixed-income exchange offers and security enhancements across its Spring and Java ecosystem. Together with record recent quarterly results, new AI partnerships with frontier labs such as Anthropic and OpenAI and expanded Spring security tooling underscore how Broadcom...