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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.

24,197 signal articles · 274 in last 24h · 114,878 total before filter · latest 46m ago
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Bloomberg32d agoneutral
Intel Invests €5 Billion in Irish Hub to Keep Up in AI Chip Race

(Bloomberg) -- Intel Corp. is spending €5 billion ($5.7 billion) to expand its plant in Ireland, as the chipmaker attempts to regain its manufacturing dominance for the AI boom.Most Read from BloombergLindsey Graham, Senate Hawk Turned Trump Ally, Dies at 71Hormuz Route Open Despite Iran Declaration, Maritime Group SaysOpenAI Engineer’s ‘LOL’ Moment Set Stage for Legal Fight With AppleTrump Embraces Australian Retirement System Backed by Larry FinkUS Renews Iran Strikes as Both Sides Dispute Hor

AAPLINTCMETAMSFTTSM
TSMC posts record revenue in second quarter on AI demand
Reuters Videos32d agoneutralVIDEO
TSMC posts record revenue in second quarter on AI demand

<body><p>STORY: TSMC reported record high second-quarter revenue on Monday.&nbsp;</p><p>The world’s largest contract chipmaker posted that Q2 revenue rose 36% from a year earlier on surging interest in AI applications.&nbsp;</p><p>Reuters calculated TSMC’s earnings came in at just over $39.6 billion - slightly above forecasts.&nbsp;</p><p>TSMC is a major supplier to companies including Nvidia and Apple.&nbsp;</p><p>For June alone, TSMC reported revenue rose almost 68% year-on-year to $13.8 billion - up 6% from the previous month.</p><p>TSMC, which is Asia's most valuable publicly listed company, didn't provide any details or forward guidance in its brief revenue statement.</p><p>It is scheduled to due to report second-quarter earnings on Thursday.</p><p>It's also due to update its outlook and plans for the current quarter and the rest of the year.</p><p>The company's shares have risen 57% so far this year, in line with the broader market.</p></body>

AAPLNVDATSM
Bloomberg32d agoneutral
Apple’s $600 Billion Rally Fueled by Traders Fleeing AI Selloff

(Bloomberg) -- Investors are flocking back to Apple Inc. as nervousness about artificial intelligence spending weighs on the stocks of chipmakers and cloud-computing giants. Most Read from BloombergLindsey Graham, Senate Hawk Turned Trump Ally, Dies at 71Hormuz Route Open Despite Iran Declaration, Maritime Group SaysOpenAI Engineer’s ‘LOL’ Moment Set Stage for Legal Fight With AppleTrump Embraces Australian Retirement System Backed by Larry FinkUS Renews Iran Strikes as Both Sides Dispute Hormuz

AAPLAMZNGOOGGOOGLJPMMETAMSFTTSLA
TSMC Q2 revenue jumps 36% from a year earlier, beating market expectations
Reuters32d agoneutral
TSMC Q2 revenue jumps 36% from a year earlier, beating market expectations

TSMC, the world's ‌largest contract chipmaker, ‌reported on Monday second-quarter ​revenue of 1.27 trillion Taiwan dollars ($39.63 billion), beating market ‌expectations and ⁠rising 36% from a year ⁠earlier on surging interest in artificial ​intelligence applications. An ​LSEG ​SmartEstimate, drawn ‌from 20 analysts, had expected revenue in the April-to-June quarter of 1.264 trillion Taiwan ‌dollars. Taiwan Semiconductor ​Manufacturing Co (TSMC) ​is ​a major ‌supplier to companies including ​Nvidia ​and Apple.

AAPLNVDATSM
Jim Cramer Says Comparing the Mag 7 Is a Mistake: Here Are 5 Reasons Each Stock Is Different
24/7 Wall St.32d agoneutral
Jim Cramer Says Comparing the Mag 7 Is a Mistake: Here Are 5 Reasons Each Stock Is Different

On an early July episode of Mad Money, Jim Cramer walked through the Magnificent Seven one stock at a time and pushed back on treating them as a single basket. Cramer’s charitable trust owns six of the seven, save Tesla, and the point was that each name has its own thesis, growth curve, and risks. ... Jim Cramer Says Comparing the Mag 7 Is a Mistake: Here Are 5 Reasons Each Stock Is Different

AAPLAMZNGOOGGOOGLMETAMSFTNVDATSLA
Apple (AAPL) Sues OpenAI Over AI Hardware Trade Secrets
Simply Wall St.32d agoneutral
Apple (AAPL) Sues OpenAI Over AI Hardware Trade Secrets

Apple (NasdaqGS:AAPL) has filed a federal lawsuit against OpenAI alleging theft of trade secrets tied to its AI hardware work. The complaint centers on claims that former Apple employees took confidential materials and shared them with OpenAI. The filing escalates a public feud involving senior tech leaders and highlights rising rivalry across AI hardware and software. Apple enters this legal fight while its stock trades at $315.32, with the company up 16.4% year to date and 49.9% over the...

AAPL
Apple Inc. (AAPL) Is A Top Stock In D. E. Shaw’s Holdings
Insider Monkey33d agoneutral
Apple Inc. (AAPL) Is A Top Stock In D. E. Shaw’s Holdings

Apple Inc. (NASDAQ:AAPL) is one of the 10 Best Stocks to Buy in 2026 According to Billionaire D.E. Shaw. Consumer electronics giant Apple Inc. (NASDAQ:AAPL)’s shares are up by 48.9% over the past year and by 16,9% year-to-date. Evercore ISI discussed the firm on June 25th, as it kept a $365 share price target and […]

AAPL
Intel’s Insiders
The Wall Street Journal33d agoneutral
Intel’s Insiders

Plus, a plan to protect Earth from solar storms, how to shop for iPhones this year, how AI advice is undermining eating-disorder therapy and more.

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