Notícias

Broker Expects Higher 2026 Growth GuidanceCiti has increased its price target on Taiwan Semiconductor Manufacturing (NYSE:TSM), saying the world’s largest contract chipmaker is well positioned to upgrade its 2026 revenue outlook and long-term growth expectations when it reports quarterly results later this month. The brokerage lifted its target price to NT$3,800 from NT$2,875 while maintaining its Buy rating, arguing that sustained demand for advanced artificial intelligence semiconductors conti

(Bloomberg) -- SK Hynix Inc. kicked off its formal marketing process for its US listing on Monday, as the South Korean chipmaker looks to capitalize on surging investor demand for the high-flying memory-chip sector.Most Read from BloombergGreece Offers Bounty to Catch Ravenous Fish Lured by Warming SeaOil, Gas Tankers Cross Hormuz Via Oman-Side Route After U-TurnsThe Tanker Tycoon Making Millions on Hormuz Shuttle RunsModi’s Flagship Biofuel Push Faces Backlash From MotoristsOil’s Supply Wave, T

(Bloomberg) -- A wild ride for global chip stocks in recent weeks has left investors looking for fresh validation of the artificial intelligence trade. Samsung Electronics Co. may provide just that on Tuesday.Most Read from BloombergOil, Gas Tankers Cross Hormuz Via Oman-Side Route After U-TurnsGreece Offers Bounty to Catch Ravenous Fish Lured by Warming SeaOil’s Supply Wave, Tumbling Prices Rekindle Fears of Global GlutBrazil Freezes $2 Billion, Pursues Arrests After US SanctionWhy the Great Am

(Bloomberg) -- Oil prices are tumbling everywhere as a peace deal between the US and Iran unleashes a wave of supply, overwhelming demand from buyers and prompting talk of a glut of crude.Most Read from BloombergWhy the Great American State Fair Looks So EmptyExxon to Change Name for First Time in Decades After RedomicileThe AI Trade Is Losing One of Its Key SignalsGermany Rejects Trump’s Demands for NATO Loyalty to WashingtonTrump Pardons Six People Pursued for ‘Fixing Their Car’It’s a staggeri

Find insight on Maersk, Wizz Air and more in the latest Market Talks covering the auto and transport sector.

The overall revisions trend heading into the start of the Q2 cycle remains positive, with expectations steadily increasing over recent months. JPMorgan, Bank of America, Citigroup, and Wells Fargo will help start the June-quarter reporting cycle for the Finance sector on July 14th.

The overall revisions trend heading into the start of the Q2 cycle remains positive, with expectations steadily increasing over recent months. JPMorgan, Bank of America, Citigroup, and Wells Fargo will help start the June-quarter reporting cycle for the Finance sector on July 14th.

Semiconductor stocks have been the most crowded corner of the AI trade in 2026. Memory company margins are at records, and chip ETFs have rallied sharply. The consensus view on Wall Street has been straightforward: As long as the biggest cloud platforms keep spending on AI infrastructure, demand ...

(Bloomberg) -- Investors in SpaceX have been largely flying blind since the company’s record-breaking IPO last month, with few financial projections to help determine what the stock is actually worth. Most Read from BloombergExxon to Change Name for First Time in Decades After RedomicileMeta Is Planning a Cloud Business to Sell AI Computing PowerKrafton Agrees to Pay ‘Subnautica 2’ Bonuses as Developer’s CEO ResignsUS Decides Against Renewing USMCA, Shifting to Rolling TalksSpaceX IPO Left Mirae

The concerns for Wells Fargo starts with its failure to reach elite returns on equity—analysts see 15.3% this year versus a range of 17% to over 22% for Morgan Stanley JPMorgan Chase & Co. and Goldman Sachs Group Wells has seen falling net interest margins (the percent of the interest it earned on longer-term assets after subtracting the cost of interest-bearing accounts). Given that net interest margins are expected to drop 24 basis points year over year, net interest income growth would result from higher volumes.

Citigroup slashed its 12-month price targets for Bitcoin (BTC) and Ethereum (ETH), Reuters reported on July 1. The brokerage firm said in a note that it was forced to lower the forecasts due to three factors: lower investor appetite, exchange-traded fund (ETF) outflows, and the lack of ...

(Bloomberg) -- July is a great time to buy stocks. In fact, it’s been the best month for the S&P 500 Index in the past two decades. Bulls are finding comfort in that history ahead of what stands to be an eventful stretch.Most Read from BloombergSpaceX IPO Left Mirae With No Shares on MisunderstandingTrump Reports at Least $1.4 Billion in 2025 Crypto EarningsSupreme Court Backs Birthright Citizenship in Blow to TrumpDemocratic Socialist Ousts 15-Term House Incumbent in ColoradoUS Lifts Export Res

(Bloomberg) -- Retail investors’ activity in the technology stocks known as the “Magnificent Seven” hit a four-year low in recent days after having been muted for months, according to Citigroup Inc. equity strategists.Most Read from BloombergSpaceX IPO Left Mirae With No Shares on MisunderstandingYen Hits Four-Decade Low in Historic Slide That’s Rattled JapanWhatsApp Opens Username Reservations to 3 Billion UsersTrump’s U-Turn on Iran Sanctions Would Unravel Decades of CurbsIran Ratchets Up Talk

Investing.com -- Citi raised its price target on Softbank to JPY255 from JPY240 and maintained its Buy rating in a note on Tuesday, citing strong earnings momentum and a medium-term plan that points to continued profit and dividend growth.

Investing.com -- Citi said in a note on Tuesday that bearish flows are building across the Nasdaq and S&P 500, with continued rotation into small caps signaling a divergence in global equity positioning led by the U.S. market.

(Bloomberg) -- It was supposed to be the deal that vaulted Mirae Asset Securities Co. into the global big leagues.Most Read from BloombergTrump’s U-Turn on Iran Sanctions Would Unravel Decades of CurbsYen Hits Four-Decade Low in Historic Slide That’s Rattled JapanUS Stocks Get Tech Boost After AI-Fueled Selloff: Markets WrapCook Stays at Fed But Trump Wins Power Over Other AgenciesPrabowo Risks Prompt Global Banks to Pull Cash Out of IndonesiaBut SpaceX’s record-breaking initial public offering

Wall Street sees strong demand for Innio’s gas-powered data center business, but many analysts say the AI power IPO already reflects much of that optimism.

Investing.com -- S&P Global Ratings affirmed the U.S.’s long-term sovereign credit rating at AA+ with a stable outlook, Bloomberg reported on Friday, citing the country’s resilient economy and expectations that fiscal deficits will remain elevated but stable.

Delta Air Lines will kick off second-quarter earnings season for major airlines on July 10, and things have been looking up for the group

Citigroup highlighted SanDisk as a prime beneficiary of the insatiable global demand for artificial intelligence memory and storage infrastructure.

Banks have been going on a dividend spree after sailing through the Federal Reserve’s latest stress test. Major banks rushed to announce increased dividends and buyback programs after acing the Fed’s latest test of their financial health. JPMorgan Chase Morgan Stanley Citigroup and Goldman Sachs all announced divided increases, while JPMorgan Chase and Morgan Stanley also detailed new buyback initiatives.

When Martin Leibowitz joined the Wall Street bond-trading firm Salomon Brothers in 1969, at age 33, he knew a lot about math and very little about bonds. If you knew the annual interest rate and the price of a bond, you could find the yield. “My initial reaction,” Leibowitz said in a 2017 podcast for the MIT Laboratory for Financial Engineering, “was you’ve got to be kidding.”

Citigroup heads into its second-quarter earnings report next month with analysts forecasting double-digit growth in its profitability.

The Federal Reserve said the nation’s largest banks could absorb $708 billion in losses and keep lending, though this year’s stress-test results won’t affect capital requirements.

(Bloomberg) -- All of the biggest US banks cleared the Federal Reserve’s annual stress test, setting the stage for lenders to boost buybacks and dividends. Most Read from BloombergInvestor Who Scored 900% Win in 2008 Crisis Has New Big Short BetStocks Slide as Wall Street Gets AI Wake-Up Call: Markets WrapOracle Cut 21,000 Jobs in 12 Months, Says AI Replaced Some RolesChipmakers Fall Anew in Run-Up to Micron’s Results: Markets WrapThe Debasement Trade Is Unraveling and Kevin Warsh Is One Big Rea

Investing.com -- Water solutions firm Ecolab’s shares rose after Citi initiated a positive catalyst watch on the stock, citing an improving cost environment and pricing momentum heading into the second half of the year.

(Bloomberg) -- SK Hynix Inc. is looking to raise 45.45 trillion won ($29.4 billion) by selling depositary receipts on the Nasdaq exchange.Most Read from BloombergStocks Slide as Wall Street Gets AI Wake-Up Call: Markets WrapOracle Cut 21,000 Jobs in 12 Months, Says AI Replaced Some Roles‘FOMO Really Got Me’: Taiwanese Go Deep Into Debt to Amp 100% Stock RallySpaceX Falls for Third Day, Erases $600 Billion in Market ValueKorean Stocks Tumble 10% as Extreme Volatility Rattles InvestorsThe company

(Bloomberg) -- ByteDance Ltd., the developer of TikTok, is in preliminary talks with banks for a borrowing of about $20 billion, people familiar with the matter said, in what would be the firm’s largest offshore loan yet at a time when it’s boosting investments in artificial intelligence.Most Read from BloombergStocks Slide as Wall Street Gets AI Wake-Up Call: Markets WrapOracle Cut 21,000 Jobs in 12 Months, Says AI Replaced Some Roles‘FOMO Really Got Me’: Taiwanese Go Deep Into Debt to Amp 100%

(Bloomberg) -- SK Hynix Inc. is expected to submit a statement to Korea’s financial regulator for an offering of American Depositary Receipts, according to Korea Economic Daily.Most Read from BloombergStocks Slide as Wall Street Gets AI Wake-Up Call: Markets WrapOracle Cut 21,000 Jobs in 12 Months, Says AI Replaced Some RolesSpaceX Falls for Third Day, Erases $600 Billion in Market ValueKorean Stocks Tumble 10% as Extreme Volatility Rattles Investors‘FOMO Really Got Me’: Taiwanese Go Deep Into D

SpaceX has barely settled into life as a public company, yet it’s already eyeing a $20 billion bond sale. What could that mean for SPCX investors?