Apenas manchetes de alto sinal - eventos macro, resultados, M&A, regulatório. Listicles e clickbait de analistas filtrados por padrão. Atualizado a cada hora.
Markets enter a data-heavy week pivoting toward inflation assessment with Wednesday's July CPI report at 8:30am and Thursday's PPI establishing critical price pressure trends as investors evaluate Fed Chair Kevin Warsh's policy trajectory.
KLA Corporation just delivered a clean earnings beat and bullish forward guidance, yet the stock plunged double digits anyway. One top Wall Street analyst sees that panic as the setup of the year in semiconductor equipment.
Investing.com -- Situational Awareness invested a total of $500 million in semiconductor manufacturing startup Source Foundry, Bloomberg reported, citing people familiar with the matter.
Compensation consultant Johnson Associates dubs it “The Year of the Bank” in a recent report, with year-end incentive pools 5% to 20% higher than 2025 at major investment and commercial banks. “Everything is shaping up to be a fantastic year for the banks,” says the firm’s managing director Chris Connors. Record earnings driven by equity trading, underwriting, and advisory are fueling the bountiful year-over-year increases in bank bonuses.
Applied Materials is the world’s largest manufacturer of equipment, machines, and software used to build semiconductors and advanced flat-panel displays. Its chipmaking expertise is used in the data centers that develop artificial intelligence applications. With a market capitalization of ...
The stock market cruised higher on Friday to wrap up its best week since April in the wake of the July jobs report. The yield on the 2-year Treasury note fell 4.2%, marking its biggest one-week decline since June. Bond prices move inversely to yields, so the stock market was following the bond market’s rally after the Labor Department said the U.S. economy subtracted 23,000 nonfarm jobs.
Terafab buildout could create major opportunities for KLA, Onto, Applied Materials and Lam Research as AI chip capacity expands.
nLIGHT's Q2 2026 earnings and revenues beat estimates as record aerospace and defense demand fueles strong product sales and margin gains.
GEN beats Q1 earnings and revenue estimates, posts double-digit bookings growth, and raises fiscal 2027 guidance as demand stays strong.
American Superconductor's Q1 sales rise 30% and beat estimates, but earnings decline 44.8% as Comtrafo costs, labor and product mix pressure margins.
SABR's Q2 revenues rise 4% on Marketplace growth, while its loss widens, and stronger EBITDA and cash flow support a higher 2026 outlook.
TEAM tops Q4 earnings and revenue estimates as subscription, cloud and AI platform growth fuel enterprise momentum and support fiscal 2027 outlook.
MACOM Technology's Q3 fiscal 2026 earnings and revenues beat estimates as broad-based growth, led by data center demand, lifts sales 35.8%.
The S&P 500 Index ($SPX ) (SPY ) today is up +0.37%, the Dow Jones Industrial Average ($DOWI ) (DIA ) is up +0.14%, and the Nasdaq 100 Index ($IUXX ) (QQQ ) is up +0.89%. September E-mini S&P futures (ESU26 ) are up +0.44%, and September E-mini Nasdaq futures...
Applied Optoelectronics (AAOI) delivered earnings and revenue surprises of +100.00% and +0.41%, respectively, for the quarter ended June 2026. Do the numbers hold clues to what lies ahead for the stock?
Applied Materials (AMAT) is back in focus after Michael Burry disclosed fresh short positions against the stock and other AI linked semiconductor companies, alongside warnings of a possible sharp market reversal. See our latest analysis for Applied Materials. Applied Materials has been volatile around the US$534.24 share price, with the share price return falling 2.26% over the last day but rising 22.41% over seven days and 30.10% over ninety days. The 1 year total shareholder return of...
The Texas complex aims to produce more than one terawatt of AI computing capacity annually.
DOX matches Q3 FY26 earnings estimates as managed services hit record sales and fiscal 2026 targets remain intact.
Michael Burry called the 2008 housing collapse and became a legend, but his string of bearish bets against AI and the current market rally raises a question he keeps dodging: what does his actual track record look like when you demand proof?
AVT's fourth-quarter fiscal 2026 earnings surge as broad-based demand, record segment sales and margin gains fuel a strong beat.
ATEX's fiscal Q1 revenues might have risen on higher spectrum demand, supported by Lynk satellite tests and Benton County's private wireless deployment.
Veeco Instruments tops Q2 earnings and revenue estimates as AI-driven demand, strong orders and customer engagement fuel growth despite margin pressure.
Applied Materials (AMAT) possesses the right combination of the two key ingredients for a likely earnings beat in its upcoming report. Get prepared with the key expectations.
ACMR heads into second-quarter earnings with advanced packaging and ECP demand supporting growth despite rising expenses and margin pressure.
Applied Materials heads into its Aug. 13 earnings report with soaring expectations as AI-driven demand for memory, logic, and advanced packaging fuels growth.
Everyone racing to own AI chip stocks may be buying into the wrong part of the supply chain. The real toll booth sits one step behind the GPUs, and one company collects on every wafer that makes next-gen AI hardware possible.
We use Google Analytics to count anonymous page views and understand which content gets read. No ads, no profiles. Decline keeps you on cookieless mode. Details.
