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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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Apple loses challenges against EU rules to curb Big Tech
Reuters Videos37d agoneutralVIDEO
Apple loses challenges against EU rules to curb Big Tech

<body><p>STORY: Apple lost its challenge against landmark EU rules on Wednesday.&nbsp;</p><p>The tech giant tried to refute the General Court's designation of its app stores and operating system as gatekeepers.&nbsp;</p><p>Apple is now subject to obligations aimed at giving rivals more room to compete.</p><p>The EU Digital Markets Act (DMA) sets out a list of rules for Big Tech with the threat of fines of as much as 10% of global annual turnover.</p><p>It has triggered legal challenges by Apple, Meta and ByteDance since it took effect in May 2023.</p><p>The ruling by the Luxembourg-based General Court will strengthen the position of EU antitrust regulators.</p><p>That’s as they try to make space for rivals and give Europeans more choice.</p><p>Apple first took its protests to the Court in 2024.</p><p>It again criticized&nbsp;the DMA on Wednesday, saying its mandate “goes beyond what is lawful and proportionate”.&nbsp;</p><p>Apple can appeal on matters of law to the Court of Justice of the European Union, Europe's highest.</p></body>

AAPLMETA
4 Brilliant Vanguard ETFs to Buy in July
24/7 Wall St.37d agobullish
4 Brilliant Vanguard ETFs to Buy in July

July is shaping up as a pivotal month for index investors. The S&P 500 has cooled a bit, with Vanguard S&P 500 ETF (NYSEARCA:VOO) down 1.36% since its year-to-date high on June 2 as the 10-year Treasury yield has eased to 4% and the VIX has settled at 17.65. With the Fed funds rate parked ... 4 Brilliant Vanguard ETFs to Buy in July

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AI Chips Today - Certara-NVIDIA Partnership Revolutionizes AI in Drug Development
Simply Wall St.37d agobullish
AI Chips Today - Certara-NVIDIA Partnership Revolutionizes AI in Drug Development

Certara has announced a partnership with NVIDIA to enhance its AI platform for drug discovery and development by incorporating the NVIDIA BioNeMo Agent Toolkit. This collaboration aims to unify Certara's biosimulation software, regulatory expertise, and datasets with AI-driven agents that provide specialized insights for life sciences. The toolkit enables AI agents to function autonomously, complementing biosimulation models and scientific expertise to accelerate the drug development process...

AAPLAVGOMUNVDA
The Cloud Backlog That Changed Everything For Google Stock
Trefis37d agoneutral
The Cloud Backlog That Changed Everything For Google Stock

If you held Alphabet (GOOGL) stock over the past year, congratulations. You watched it deliver a +108% return, leaving the S&P 500’s +22% gain in the dust. It also trounced its mega-cap tech peers, with Microsoft (MSFT) falling 21% and Meta Platforms (META) dropping 14.0% over the same period. For years, the story was that Google’s core search business was a cash machine funding a perpetually third-place cloud effort. So what changed to justify this dramatic rerating.

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Apple Puts $30 Billion Sticker on Broadcom Chip Deal. Both Stocks Fall.
Barrons.com37d agobearish
Apple Puts $30 Billion Sticker on Broadcom Chip Deal. Both Stocks Fall.

Apple plans to invest more than $30 billion in an extended partnership with Broadcom to produce custom chips it said Wednesday. Apple said the new agreement was the largest so far under its ‘American Manufacturing Program’ and would enable Broadcom to expand and modernize its manufacturing facilities in Fort Collins, Colorado, with a $1.5 billion capital expenditure investment. Apple shares were down 0.6% in premarket trading.

AAPLAVGO
Investing.com37d agoneutral
Apple commits over $30 billion to Broadcom chip deal

Investing.com -- Apple announced Tuesday a multiyear agreement with Broadcom valued at more than $30 billion to design and produce custom silicon components and wireless connectivity technologies for Apple products. The deal will result in the production of more than 15 billion U.S.-made chips and support hundreds of American jobs.

AAPLAVGO
Apple Loses EU Appeal Over App Store and iOS Gatekeeper Status (AAPL)
InvestorsHub37d agoneutral
Apple Loses EU Appeal Over App Store and iOS Gatekeeper Status (AAPL)

Apple (NASDAQ:AAPL) has failed in its attempt to overturn European Union rules that classify the App Store and the iOS operating system as “gatekeeper” services under the bloc’s Digital Markets Act (DMA). EU Court Backs Digital Markets Act DecisionThe EU’s General Court in Luxembourg upheld the European Commission’s decision to designate both the App Store and iOS as core platform services subject to the DMA.

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Apple to spend $30 billion in Broadcom chips deal that will see Colorado factory expand
Reuters37d agoneutral
Apple to spend $30 billion in Broadcom chips deal that will see Colorado factory expand

Apple plans to spend more than $30 billion as part ‌of a chip-supply agreement reached earlier this ‌week with Broadcom that will also see the chipmaker expand a ​factory in Colorado, the companies said on Wednesday. Broadcom disclosed on Monday it had secured a long-term supply deal through 2031 with the iPhone maker. On Wednesday, Apple said ‌the deal will ⁠involve a radiofrequency chip called FBAR filters that will help Apple devices communicate wirelessly and ⁠which Apple has been working with Broadcom to develop since at least 2023.

AAPLAVGO
Apple to Spend $30 Billion on U.S.-Made Chips From Broadcom
The Wall Street Journal37d agoneutral
Apple to Spend $30 Billion on U.S.-Made Chips From Broadcom

Apple is ramping up its investment in U.S.-made chips, with plans to spend more than $30 billion with Broadcom in the next five years. The investment is the largest Apple has specified as part of its pledge to invest $600 billion in the U.S. over four years, a pledge that helped the company secure an exemption from proposed Trump administration tariffs. Apple said the investment will enable Broadcom to expand a manufacturing facility in Fort Collins, Colo.

AAPLAVGO
Stocks to Watch: Micron, Chevron, Levi Strauss
The Wall Street Journal37d agoneutral
Stocks to Watch: Micron, Chevron, Levi Strauss

🔎 Levi Strauss (LEVI), Costco Wholesale (COST): The jeans maker is due to post second-quarter earnings this afternoon; Costco will report June sales. ↘️ Applied Materials (AMAT), Micron Technology (MU), Marvell Technology (MRVL), Intel (INTC), Advanced Micro Devices (AMD): The chip stocks fell in premarket trading, on course to extend a slide sparked by guidance from Samsung Electronics (KR:005930) yesterday that failed to meet lofty expectations.

AAPLAMATAMDAVGOBABACOPCOSTCVX+6
Bloomberg37d agoneutral
Nvidia’s $1 Trillion Slide Sends Valuation to Pre-AI Boom Levels

(Bloomberg) -- After losing roughly $1 trillion in market value in less than two months, Nvidia Corp.’s stock is the cheapest it’s been since before the AI boom kicked off and sent the shares into the stratosphere.Most Read from BloombergGreece Offers Bounty to Catch Ravenous Fish Lured by Warming SeaChip Stocks Sink After Blistering Run as Oil Jumps: Markets WrapUS Strikes Iran and Blocks Oil Sales in New Test of TruceTwo Millennium Trading Pods Made About $3.7 Billion Last MonthChina Sentences

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EU court rejects Apple's challenge against EU rules reining in Big Tech
Reuters37d agoneutral
EU court rejects Apple's challenge against EU rules reining in Big Tech

Europe's second-highest court on Wednesday dismissed Apple's challenge against landmark ‌EU rules labelling its app stores and ‌operating system iOS as gatekeepers subject to strict obligations. "The General ​Court dismisses Apple's actions regarding its designation as a gatekeeper in relation to the App Store and iOS," the Luxembourg-based tribunal said. It also said ‌that Apple's actions ⁠regarding the iMessage service are inadmissible.

AAPLMETA
How New Marine and Aviation Updates At Garmin (GRMN) Have Changed Its Investment Story
Simply Wall St.38d agoneutral
How New Marine and Aviation Updates At Garmin (GRMN) Have Changed Its Investment Story

In early July 2026, Garmin introduced the LiveScope 2 Series of live-scanning sonar transducers and rolled out major Garmin Pilot app enhancements for Apple devices, including a redesigned Flights page and expanded SmartCharts coverage into Canada and Mexico. Together, these marine hardware and aviation software updates highlight Garmin’s push to deepen its ecosystem in two of its highest-value specialty markets. We’ll now examine how LiveScope 2’s higher-resolution sonar and broader...

AAPL
Broadcom extends Apple chip deal through 2031
TheStreet38d agoneutral
Broadcom extends Apple chip deal through 2031

Broadcom Inc. (AVGO) just extended its chip supply agreement with Apple through 2031, according to a regulatory filing reported by Bloomberg. This partnership is not a new development. Apple and Broadcom have a long-standing supply relationship and previously made headlines back in 2023 when Apple ...

AAPLAVGO
Why Micron Outweighs Meta 2-to-1 in the Nasdaq 100, Even Though Meta Is Way Bigger
24/7 Wall St.38d agoneutral
Why Micron Outweighs Meta 2-to-1 in the Nasdaq 100, Even Though Meta Is Way Bigger

On the June 27 episode of the Animal Spirits podcast, Michael Batnick and Paul Schroeder of Invesco spent a segment on something that should annoy anyone who thinks they understand the NASDAQ 100. As of that date, Micron (NASDAQ:MU) carried a 5.7% weighting in QQQ (NASDAQ:QQQ) while Meta (NASDAQ:META) sat at just 2.6%, even though Meta’s total market cap was ... Why Micron Outweighs Meta 2-to-1 in the Nasdaq 100, Even Though Meta Is Way Bigger

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Samsung Just Out-Earned Apple and Nvidia, and the Stock Tanked 7%
24/7 Wall St.38d agoneutral
Samsung Just Out-Earned Apple and Nvidia, and the Stock Tanked 7%

Samsung Electronics just did something no company has done before. Its operating profit last quarter came in roughly 19 times what it was a year ago, revenue more than doubled to a record, and the bottom line landed above both NVIDIA (NASDAQ:NVDA) and Apple (NASDAQ:AAPL). The stock, as CNBC’s Kristina Partsinevelos flagged Tuesday morning, fell ... Samsung Just Out-Earned Apple and Nvidia, and the Stock Tanked 7%

AAPLMUNVDASSNLF
Micron Vs. Apple: Why MU Is Still The Better Buy Between These Tech Giants
24/7 Wall St.38d agobullish
Micron Vs. Apple: Why MU Is Still The Better Buy Between These Tech Giants

Micron Technology (NASDAQ: MU) and Apple (NASDAQ: AAPL) just delivered earnings that expose opposite ends of the AI hardware trade. Micron reported $41.46 billion in fiscal Q3 revenue as data centers hoarded memory. Apple posted a record $111.184 billion March quarter while raising hardware prices to protect margins. Memory Prices Explode. iPhone Volume Holds The ... Micron Vs. Apple: Why MU Is Still The Better Buy Between These Tech Giants

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