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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.

26,398 signal articles · 273 in last 24h · 126,655 total before filter · latest 30m ago
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How Labor Peace and Chip Supply Moves At Ford Motor (F) Has Changed Its Investment Story
Simply Wall St.45d agoneutral
How Labor Peace and Chip Supply Moves At Ford Motor (F) Has Changed Its Investment Story

Ford Motor Company recently reached a tentative labor agreement with Unifor covering 5,150 workers at its Canadian facilities, while also securing a long-term memory and storage supply pact with Micron Technology and appointing Matt VanKuiken as its new Chief Government Affairs Officer. Together, these moves address labor stability, secure critical semiconductor supply for future vehicles, and strengthen Ford’s policy influence around regulations central to its Ford+ plan. Next, we’ll...

Michael Burry sends strong warning on AI development path
TheStreet45d agoneutral
Michael Burry sends strong warning on AI development path

Michael Burry has been posting "The end is nigh" on his Substack. He quoted the Joker from Tim Burton's Batman: "Dancing with the devil in the pale moonlight." He called AI enthusiasm "mass addiction" and predicted it "may die a death by a thousand cuts." He shorted Micron at $1,051.87 on July 1 ...

Goldman Sachs sets jaw-dropping SanDisk stock price target for 2026
TheStreet45d agobearish
Goldman Sachs sets jaw-dropping SanDisk stock price target for 2026

I have been tracking SanDisk's numbers. It’s one of my favourites. Why? Its performance, and the reason behind the big numbers. And the numbers keep doing something unusual for sure. They keep getting bigger than the already-big numbers that preceded them. If you didn’t know, SanDisk (SNDK) is the ...

Micron Technology Inc. (MU) Is A Top AI Stock In D. E. Shaw’s Holdings
Insider Monkey46d agoneutral
Micron Technology Inc. (MU) Is A Top AI Stock In D. E. Shaw’s Holdings

Micron Technology Inc. (NASDAQ:MU) is one of the 10 Best Stocks to Buy in 2026 According to Billionaire D.E. Shaw. Micron Technology Inc. (NASDAQ:MU) has shaped up to be one of the hottest stocks on the market. The shares are up by 711% over the past year and by 214% year-to-date. More recently, the shares […]

Why Micron Technology (NASDAQ:MU) Is Securing Long-Term AI Memory Demand With $22 Billion in Customer Commitments
Insider Monkey46d agoneutral
Why Micron Technology (NASDAQ:MU) Is Securing Long-Term AI Memory Demand With $22 Billion in Customer Commitments

Micron Technology, Inc. (NASDAQ:MU) is one of the best performing AI stocks over the last 3 years, with a 3Y CAGR of 152%. On June 24, Micron disclosed 16 strategic customer agreements carrying $22 billion of commitments to secure memory-chip supply. Reuters reported that the multi-year arrangements include take-or-pay provisions, cash deposits, and pricing floors; […]

Here is Why Micron (MU) is One of the Stocks Set to Explode in the Next 2 Years
Insider Monkey46d agoneutral
Here is Why Micron (MU) is One of the Stocks Set to Explode in the Next 2 Years

Micron Technology Inc. (NASDAQ:MU) is one of the stocks set to explode in the next 2 years. On July 9, Micron announced an investment of up to $3 billion aimed at strengthening the US semiconductor supply chain. This initiative is designed to secure a reliable domestic supply of critical manufacturing materials, enhance long-term planning flexibility, […]