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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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Skip ARKK’s Moonshots: This Fund Owns the AI Software Winners for 0.45%
24/7 Wall St.46d agoneutral
Skip ARKK’s Moonshots: This Fund Owns the AI Software Winners for 0.45%

The ARK Innovation ETF (NYSEARCA:ARKK) remains one of the most recognizable thematic funds on the market, marketed as a bet on disruptive innovation across AI, genomics, fintech, and autonomous technology. Investors hold ARKK for concentrated exposure to unprofitable, high-growth names that a market-cap index would underweight, and Cathie Wood’s active management is a large part ... Skip ARKK’s Moonshots: This Fund Owns the AI Software Winners for 0.45%

Jim Cramer Explains SK Hynix’s (SKHY) Role In Global Memory Industry
Insider Monkey47d agoneutral
Jim Cramer Explains SK Hynix’s (SKHY) Role In Global Memory Industry

We recently published Jim Cramer Insisted Recent AI Chip Selloff Wasn’t A Bottom & Discussed These 17 Stocks. SK Hynix Inc. American Depositary Shares (OTC:SKHY) is one of the stocks discussed by Jim Cramer. Memory giant SK Hynix Inc. American Depositary Shares (OTC:SKHY) is a regular feature of financial markets news these days. Courtesy of […]

Jim Cramer Reveals A Firm That’s Better Than Micron Technology Inc. (MU)
Insider Monkey47d agoneutral
Jim Cramer Reveals A Firm That’s Better Than Micron Technology Inc. (MU)

We recently published Jim Cramer Insisted Recent AI Chip Selloff Wasn’t A Bottom & Discussed These 17 Stocks. Micron Technology Inc. (NASDAQ:MU) is one of the stocks discussed by Jim Cramer. Micron Technology Inc. (NASDAQ:MU)’s shares are up by 676% over the past year and by 200% year-to-date. Cantor Fitzgerald discussed the firm on June […]

Micron–GM U.S. Chip Supply Pact Could Be A Game Changer For General Motors (GM)
Simply Wall St.47d agoneutral
Micron–GM U.S. Chip Supply Pact Could Be A Game Changer For General Motors (GM)

In July 2026, Micron Technology announced a Strategic Customer Agreement with General Motors to secure long-term U.S.-based supply of advanced memory and storage components essential for GM’s next-generation vehicle platforms. This deep technology collaboration underscores how GM’s push into more software-driven, AI-enabled vehicles depends on reliable, high-performance chips to support its evolving product roadmap. Next, we’ll explore how securing long-term U.S. memory supply from Micron...

South Korean Memory Chip Maker’s Historic U.S. Debut Jolts Stocks
The Wall Street Journal47d agoneutral
South Korean Memory Chip Maker’s Historic U.S. Debut Jolts Stocks

SK Hynix’s historic U.S. trading debut helped investors regain their appetite for the AI trade. American depositary receipts of SK Hynix soared 13% Friday as the South Korean chip maker pulled off a $26.5 billion U.S. share sale, the largest by a foreign company in history. SK Hynix’s offering capped a volatile week for the market.

A $28 Billion AI IPO Trading at Just 7x Earnings: Too Cheap or Too Cyclical to Trust?
24/7 Wall St.47d agoneutral
A $28 Billion AI IPO Trading at Just 7x Earnings: Too Cheap or Too Cyclical to Trust?

John Coogan spent Wednesday’s TBPN segment arguing that the largest AI hardware IPO no US retail investor can buy yet might also be the cheapest name in the entire complex. SK Hynix, the South Korean memory giant, is preparing what could be a $28 billion NASDAQ listing, potentially ranking among the largest ever New York ... A $28 Billion AI IPO Trading at Just 7x Earnings: Too Cheap or Too Cyclical to Trust?

Micron now targets 40% of its DRAM output from U.S. soil
TheStreet47d agoneutral
Micron now targets 40% of its DRAM output from U.S. soil

Micron Technology Inc. (MU) said it will raise its planned U.S. investment to more than $250 billion through 2035, according to a Seeking Alpha report on the company’s Thursday, July 9, announcement. That figure is $50 billion more than the roughly $200 billion the company committed to just over a ...

Zacks47d agobearish
The AI Sell-Off That Isn't About AI

When expectations get ahead of reality, stocks tend to sell off. But that doesn't mean that the story is over. Far from it. Dave Bartosiak will help you gain the discipline to navigate volatility and maximize the extraordinary potential of AI.