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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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Is the SpaceX IPO Crashing the Crypto Market?
24/7 Wall St.70d agobearish
Is the SpaceX IPO Crashing the Crypto Market?

The crypto market faces a hard question this morning. Can a single initial public offering, even one of historic scale, pull enough capital out of digital assets to bend their price action? Bitcoin (CRYPTO:BTC) is trading near $63,800, up 2.8% over the past 24 hours, yet the multi-week chart tells a different story. Despite today’s ... Is the SpaceX IPO Crashing the Crypto Market?

Cerebras shares climb as Wall Street brokerages back AI chip strategy
Reuters70d agoneutral
Cerebras shares climb as Wall Street brokerages back AI chip strategy

Cerebras shares gained on Monday as multiple Wall Street firms initiated coverage with bullish calls after the quiet period, ‌backing the chip designer's unconventional AI strategy more than three weeks ‌after its strong debut. Shares of the company rose 5.5% in premarket trading, with at least ​nine brokerages — including IPO bookrunners Morgan Stanley, Citigroup, Barclays and UBS — initiating coverage of the stock. The California-based firm designs wafer-scale engine chips roughly the size of a dinner plate to speed up processing, challenging traditional GPU-based systems, like those ‌of Nvidia, that rely on ⁠clusters of interconnected chips.

Reuters70d agobullish
Marvell shares jump after chipmaker wins spot in S&P 500

Marvell Technology shares climbed more than 7% in premarket trading on Monday after the chipmaker was set to join the ‌benchmark S&P 500 at the end of June, in the latest ‌boost to a stock that has surged recently. Its shares have gained about 59% since May 27 after ​the company forecast its custom-chip business would surpass $10 billion in revenue in fiscal 2029 and Nvidia CEO Jensen Huang called Marvell the next "trillion-dollar company." The stock dropped 16.7% in regular trading on Friday amid a broader selloff that wiped out $1.3 trillion in ‌market value for the chip ⁠sector.

Analysis-Nvidia's AI PC push banks on unproven demand beyond niche users
Reuters70d agoneutral
Analysis-Nvidia's AI PC push banks on unproven demand beyond niche users

Nvidia's entry into the AI PC market with its RTX Spark superchip last week is less a breakthrough for regular users than a high-stakes bet that a largely unproven concept can find wider appeal, ‌analysts said. It's a claim that PC makers HP and Dell have made for nearly three years now, only to be met with skepticism from Wall Street ​and consumers, with high prices outweighing tangible benefits. Nvidia, though, appears to be selling a different version of the AI PC than what exists today, one aimed more at developers and content creators who have long favored Apple's high-end MacBook Pros.

Nvidia announces deals with South Korea's SK Hynix, Naver and Doosan for AI data centres
Reuters70d agoneutral
Nvidia announces deals with South Korea's SK Hynix, Naver and Doosan for AI data centres

Nvidia on Monday announced deals with South Korea's SK Hynix, Naver and Doosan Group to build ‌AI data centres and use the U.S. chip firm's technology, as it ‌looks to continue driving the AI boom. The agreements come during a high-profile trip by Nvidia CEO ​Jensen Huang to South Korea that began on Friday and has seen him have fried chicken with the country's top corporate bosses, throw a baseball pitch and meet with a well-known gamer so far. Nvidia and its partners did not disclose ‌the value of the deals.

South Korea's Naver to build gigawatt-scale AI factories using Nvidia technology
Reuters70d agoneutral
South Korea's Naver to build gigawatt-scale AI factories using Nvidia technology

Nvidia ‌said on ‌Monday that South ​Korean internet conglomerate Naver would use its ‌technology ⁠to build AI factories ⁠at gigawatt scale to ​meet ​rising ​global demand ‌for AI services and physical AI. The project is aimed at ‌serving ​growing ​global ​demand for ‌AI services and ​physical ​AI applications, Nvidia said. (Reporting ​by ‌Heekyong Yang; ​Editing by Jamie ​Freed)

Marvell leads chip wreck unseen since the pandemic
TheStreet70d agoneutral
Marvell leads chip wreck unseen since the pandemic

Three trading days earlier, Marvell Technology (MRVL) had the market in awe. Nvidia chief executive Jensen Huang had stood on a stage in Taipei and called the chip designer “the next trillion-dollar company.” Traders responded by handing the stock its biggest one-day gain ever. By Thursday’s close, ...

Nvidia’s $500 billion AI opportunity gets real
TheStreet71d agoneutral
Nvidia’s $500 billion AI opportunity gets real

Nvidia (NVDA) is a name most investors think about when analyzing the artificial intelligence boom. Nvidia's processors helped turn generative artificial intelligence from a software triumph into a big infrastructural race. Data centers, cloud platforms, and corporate AI systems have all looked to ...

Broadcom CEO drops unexpected message on AI and software
TheStreet71d agobearish
Broadcom CEO drops unexpected message on AI and software

There's a fear quietly spreading through enterprise software circles — that agentic AI is coming for the business model. Why pay for software licenses when AI can write, replace, or automate what that software does? It's a legitimate question. And 65-year-old Broadcom (AVGO) CEO Hock Tan just ...

1 Cash-Rich Industrial Titan Under $40 to Buy Hand Over Fist to Capitalize on the New Trump Tariff Supercycle
24/7 Wall St.71d agobullish
1 Cash-Rich Industrial Titan Under $40 to Buy Hand Over Fist to Capitalize on the New Trump Tariff Supercycle

President Trump’s second-term trade agenda has hardened into a structural policy regime, with U.S. steel imports sitting at their lowest levels since the global financial crisis. That backdrop has turned the under-$40 corner of the industrial market into one of the most asymmetric setups in the market, where a single multi-quarter pricing cycle can re-rate ... 1 Cash-Rich Industrial Titan Under $40 to Buy Hand Over Fist to Capitalize on the New Trump Tariff Supercycle