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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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The New Villian in Tech
Motley Fool34d agoneutral
The New Villian in Tech

Rising chip prices, data centers, and subsequent price increases in consumer products have made Silicon Valley a villain in the age of AI.

Nvidia and Apple may solve AI investors’ biggest worry
TheStreet34d agoneutral
Nvidia and Apple may solve AI investors’ biggest worry

The artificial intelligence trade is not falling apart. Demand is growing. After a spectacular first-half advance in chip and memory stocks, investors are starting to distinguish companies that gain from AI investing from those that can develop without bearing the brunt of the spending. That's why ...

AI Is Consuming the World’s Memory Supply — Will Apple Pay the Price?
24/7 Wall St.34d agoneutral
AI Is Consuming the World’s Memory Supply — Will Apple Pay the Price?

Artificial intelligence has become the technology industry’s biggest customer, and that shift is changing far more than data centers. Every new AI server requires enormous amounts of high-bandwidth memory (HBM) and advanced DRAM, leaving chipmakers racing to expand production. Yet new factories take years to build, not months. The result is a supply squeeze that ... AI Is Consuming the World’s Memory Supply — Will Apple Pay the Price?

Broadcom Inc. (AVGO) Is Going To Come Back, Says Jim Cramer
Insider Monkey34d agoneutral
Broadcom Inc. (AVGO) Is Going To Come Back, Says Jim Cramer

We recently published Jim Cramer Insisted Recent AI Chip Selloff Wasn’t A Bottom & Discussed These 17 Stocks. Broadcom Inc. (NASDAQ:AVGO) is one of the stocks discussed by Jim Cramer. Broadcom Inc. (NASDAQ:AVGO) is another AI stock that Jim Cramer has been nothing but enthusiastic about. The shares are up by 42% over the past […]

Pitchbook34d agoneutral
Apple sues OpenAI alleging trade secret theft

In a classic “Friday news dump,” Apple filed a federal lawsuit in California against OpenAI, accusing its once-partner of stealing some of its trade secrets. Specifically, it’s alleging that two of its former employees brought proprietary and confidential information about its hardware to OpenAI when they joined. The lawsuit calls to mind Waymo’s trade secret theft lawsuit against Uber, filed in 2017. Similarly, a well-established tech giant publicly accused a fast-ascending private company, loc