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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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Will a Foldable iPhone Be the Catalyst to Drive Apple Shares to $400?
24/7 Wall St.43d agoneutral
Will a Foldable iPhone Be the Catalyst to Drive Apple Shares to $400?

Our 24/7 Wall St. Price Target for Apple (NASDAQ:AAPL) is $336.98 over the next 12 months, pointing to 9.4% upside from the current $308.30. We rate shares a BUY with high (90%) confidence. A foldable iPhone is a real positive catalyst, and we treat $400 as a 2029 to 2030 story on realistic timing. 24/7 ... Will a Foldable iPhone Be the Catalyst to Drive Apple Shares to $400?

How Apple’s AI-Driven Memory Costs and Pricing Shifts Will Impact Apple (AAPL) Investors
Simply Wall St.43d agoneutral
How Apple’s AI-Driven Memory Costs and Pricing Shifts Will Impact Apple (AAPL) Investors

In recent weeks, Apple has raised prices across much of its Mac, iPad, and home-device lineup as soaring AI-driven memory chip costs squeeze hardware margins, while also exploring memory supply deals with Chinese chipmakers CXMT and YMTC that sit on a Pentagon blacklist. This combination of higher device pricing and politically sensitive supplier diversification highlights how Apple is balancing profitability, supply security, and reputational risk in the face of a prolonged global memory...

Robinhood shares rise on launch of new blockchain network
Proactive43d agoneutral
Robinhood shares rise on launch of new blockchain network

Robinhood Markets Inc (NASDAQ:HOOD) shares rose about 4% on Wednesday following the launch of Robinhood Chain, a new Ethereum-based layer-2 blockchain built using Arbitrum’s Orbit technology and designed to support tokenized assets and onchain financial products. The move marks a significant...

The Mag 7 Just Lost $2.3 Trillion in a Single Month. Here’s the AI Fear Behind It
24/7 Wall St.43d agoneutral
The Mag 7 Just Lost $2.3 Trillion in a Single Month. Here’s the AI Fear Behind It

The Magnificent 7 erased $2.3 trillion in market cap in June alone, the largest monthly loss ever for the group, even as the Nasdaq heads for its best quarter since 2020. CNBC’s MacKenzie Sigalos framed the split neatly on June 30: “the mag-7 erased 2.3 trillion in June alone, the largest monthly market cap loss ... The Mag 7 Just Lost $2.3 Trillion in a Single Month. Here’s the AI Fear Behind It

One Tech Stock to Buy and Hold For The Next Decade
24/7 Wall St.43d agobullish
One Tech Stock to Buy and Hold For The Next Decade

I keep hitting the buy button on Apple (NASDAQ:AAPL), and I stopped apologizing for it a long time ago. Every time a fresh paycheck lands, or a dividend clears, or the stock takes a breather, I add. This is the position in my brokerage account that I plan to hand down for the long term. ... One Tech Stock to Buy and Hold For The Next Decade

1 Profitable Stock on Our Watchlist and 2 We Question
StockStory43d agoneutral
1 Profitable Stock on Our Watchlist and 2 We Question

While profitability is essential, it doesn’t guarantee long-term success. Some companies that rest on their margins will lose ground as competition intensifies — as Jeff Bezos said, “Your margin is my opportunity”.

A Strategist Says Big Tech Is ‘Completely Underappreciated’ With a PEG Under 1 as Everyone Bails
24/7 Wall St.43d agoneutral
A Strategist Says Big Tech Is ‘Completely Underappreciated’ With a PEG Under 1 as Everyone Bails

Venu Krishna went on CNBC’s Closing Bell Overtime on June 30 and argued that the money fleeing Big Tech is running the wrong direction. His pitch: a PEG ratio below 1 for the Mag 7 excluding Tesla, roughly 30% earnings growth in Q1, and multiples that have already been marked down. “Everybody, when they think ... A Strategist Says Big Tech Is ‘Completely Underappreciated’ With a PEG Under 1 as Everyone Bails

Investing.com43d agobullish
Apple Intelligence is not driving iPhone upgrade activity: UBS

Investing.com -- Apple Intelligence features are failing to accelerate iPhone upgrade activity, according to a UBS survey of more than 7,500 smartphone users across five countries, which found declining enthusiasm for AI as a purchasing trigger even as overall purchase intent held up in key Western markets.

Here’s How Trump Made Over $1.4 Billion On Crypto Last Year, While Bitcoin Went Nowhere
24/7 Wall St.43d agoneutral
Here’s How Trump Made Over $1.4 Billion On Crypto Last Year, While Bitcoin Went Nowhere

A Bloomberg TV segment on July 1, 2026 with anchor Romaine Bostick surfaced a striking data point from President Trump’s latest financial disclosure filed with the Office of Government Ethics: the president reported more than $1.4 billion in crypto earnings in 2025. As Bloomberg’s reporter noted on air, “More than 1.2 billion in crypto earnings, ... Here’s How Trump Made Over $1.4 Billion On Crypto Last Year, While Bitcoin Went Nowhere

Apple’s Rumored China Chip Deal Could Blow a Hole in Micron and Trap the US for Years
24/7 Wall St.43d agoneutral
Apple’s Rumored China Chip Deal Could Blow a Hole in Micron and Trap the US for Years

The story rippling through memory stocks this week began on CNBC’s Fast Money on June 29, where the panel dug into a report that Apple is trying to source memory chips from Chinese manufacturer CXMT. The company Apple (NASDAQ:AAPL) wants to buy from is not yet on the US entity list, unlike YMTC, which already is. For ... Apple’s Rumored China Chip Deal Could Blow a Hole in Micron and Trap the US for Years

Top EU court dismisses Google appeal of $4.5 billion antitrust fine
Associated Press43d agobearish
Top EU court dismisses Google appeal of $4.5 billion antitrust fine

Judges at the European Union's top court dismissed an appeal by Google over a landmark, 4.1 billion euro ($4.5 billion) antitrust fine imposed for throttling competition and reducing consumer choice through the dominance of its mobile Android operating system. The case has been tangled up in courts since the European Commission announced the fine in 2018. “The appeal brought by Google and its parent company Alphabet against the judgment of the General Court is dismissed, thereby confirming the penalty imposed for Google Search’s abuse of a dominant position in the context of the Android operating system,” the Luxembourg-based judges wrote in their ruling.

Bloomberg44d agoneutral
SpaceX Analyst Debut Set to Test $2.2 Trillion Valuation

(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

Apple’s India supply-chain bet has hidden risk
TheStreet44d agoneutral
Apple’s India supply-chain bet has hidden risk

Apple (AAPL) is in the middle of its largest supply-chain shake-up in years, a strategy that could be solving one problem while creating another. The corporation is working for years to shift more iPhone production to India to minimize its reliance on China. For investors, the approach was easy to ...

VGT’s 0.09% Fee Hides a Bigger Problem: Overlap Costs That Could Add Up to Tens of Thousands
24/7 Wall St.44d agoneutral
VGT’s 0.09% Fee Hides a Bigger Problem: Overlap Costs That Could Add Up to Tens of Thousands

Vanguard’s tech ETF sells itself on cost. At 0.09%, Vanguard Information Technology Index Fund ETF (NYSEARCA:VGT) sits near the floor of sector ETF pricing. That headline number is real. It is also the least interesting cost in the fund. What You Are Actually Paying The sticker fee reflects the fund’s 0.09% net expense ratio disclosed ... VGT’s 0.09% Fee Hides a Bigger Problem: Overlap Costs That Could Add Up to Tens of Thousands

‘I’m the Biggest Idiot in the World’: Cramer Torches His Own Tech Calls but Backs This One
24/7 Wall St.44d agoneutral
‘I’m the Biggest Idiot in the World’: Cramer Torches His Own Tech Calls but Backs This One

Jim Cramer spent Monday night on Mad Money doing something television hosts rarely do on camera: calling himself an idiot. A viewer named Kyle phoned in about her Corning (NYSE:GLW) position, worried about the wild swings, and Cramer used the question to torch his own track record on the mega-caps before validating her thesis. Kyle ... ‘I’m the Biggest Idiot in the World’: Cramer Torches His Own Tech Calls but Backs This One