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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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Warren Buffett pulls no punches on stock market for 2026
TheStreet41d agoneutral
Warren Buffett pulls no punches on stock market for 2026

The S&P 500 has been hitting all-time highs this year. Retail traders are piling into Micron and the SpaceXIPO. One-day options trading is at record levels. Prediction markets like Kalshi and Polymarket are pulling in money alongside traditional stocks. By almost every measure, people are ...

If the AI Boom Is So Strong, Why Are Memory Stocks Crashing?
24/7 Wall St.41d agobearish
If the AI Boom Is So Strong, Why Are Memory Stocks Crashing?

Tech giants are pouring hundreds of billions into AI infrastructure, yet memory chipmakers are watching their stock prices crater. The reason Wall Street is selling has almost nothing to do with demand, and everything to do with what comes next.

Strong Results Reinforce Micron Technology’s (MU) Importance in AI Infrastructure Buildout
Insider Monkey41d agoneutral
Strong Results Reinforce Micron Technology’s (MU) Importance in AI Infrastructure Buildout

Janus Henderson Investors, an investment management company, released its second-quarter 2026 investor letter for the “Global Sustainable Equity Fund”. A copy of the letter can be downloaded here. Global equities experienced a robust quarter, with the Fund returning 16.17%, outperforming the Index’s 13.16% gain and the Peer Group’s 12.98% return. An overweight in information technology, particularly AI […]

Chip Weakness Takes Hold, Nasdaq Stumbles
Barrons.com41d agobearish
Chip Weakness Takes Hold, Nasdaq Stumbles

Chip stock weakness was taking its toll on Thursday, and tech stocks were losing steam. The Nasdaq was down 0.6%, while the S&P fell 0.1%. The Dow looked for direction near the flatline. Memory chip stocks, like Western Digital and Micron, were some of the worst performers premarket though the chip space struggled broadly.

Jim Cramer says AI bubble fears miss the market’s real risk
TheStreet41d agobearish
Jim Cramer says AI bubble fears miss the market’s real risk

Investors worried about another dot-com crash may be asking the wrong question. Jim Cramer argues that pockets of speculation do not make the entire stock market a bubble. Compared with the late 1990s, many of the companies leading the current rally generate substantial revenue, earnings, and cash ...

Micron secures long-term automotive supply deals with seven technology partners (MU)
InvestorsHub41d agoneutral
Micron secures long-term automotive supply deals with seven technology partners (MU)

Strategic agreements strengthen future automotive chip supplyMicron Technology (NASDAQ:MU) has entered into Strategic Customer Agreements (SCAs) with seven leading automotive technology companies to help secure long-term supplies of memory and storage products for next-generation vehicle platforms. The agreements include Qualcomm, Visteon, HARMAN, JOYNEXT, DENSO, Astemo and Hyundai Mobis, all of which are major Tier 1 suppliers and technology partners serving global automotive manufacturers.

At $905 Here Are 3 Reasons Not to Buy Micron Today
24/7 Wall St.41d agobullish
At $905 Here Are 3 Reasons Not to Buy Micron Today

Micron has surged over 600% in a year on the back of AI-driven memory demand, but three specific cracks in the story suggest new buyers at current prices are underwriting someone else's win.

Micron signs deals with Qualcomm, others for AI-powered automobile chip components
Reuters41d agoneutral
Micron signs deals with Qualcomm, others for AI-powered automobile chip components

Micron Technology on Thursday signed long-term agreements with automotive suppliers, including chip designer ‌Qualcomm and audio products maker Harman, to secure ‌memory and storage components that powers AI-enabled vehicles. The agreements come as ​the industry races to expand manufacturing capacity to meet the booming demand for memory chips due to the rapid adoption of AI tools. These chips are used in data ‌centers, consumer electronics ⁠and vehicles, where they support AI-enabled features such as ADAS and digital cockpits.

To Explain the Chip Stock Selloff, Follow the Hedge Funds
The Wall Street Journal41d agobearish
To Explain the Chip Stock Selloff, Follow the Hedge Funds

Taiwan Semiconductor Manufacturing's U.S.-listed ADRs are selling off this morning, even after it delivered another big earnings beat. Some analysts are pointing to the chip giant's big capex plans as a possible catalyst.

The Surprising Tech Rotation Boosting Stocks This Earnings Season
Barrons.com41d agoneutral
The Surprising Tech Rotation Boosting Stocks This Earnings Season

U.S. stocks remain deep in the throes of a major rotation heading into the teeth of the second-quarter earnings season, and the traditional August lull that follows, as investors take money from highflying tech sector and spread that cash across a host of old-economy bets. What’s happening alongside that “great rotation,” however, is also interesting, and likely keeping stocks afloat amid the broader tech declines.