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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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Broadcom’s AI Research Push Links Chip Packaging Advances To Growth Story
Simply Wall St.85d agoneutral
Broadcom’s AI Research Push Links Chip Packaging Advances To Growth Story

Broadcom, Meta, UCLA and other partners are launching a US$125 million AI semiconductor research and talent hub over five years. The company is also working with Applied Materials on next generation AI chip packaging technologies. Both efforts focus on energy efficient, high performance AI computing and closer ties between industry and academia. For investors watching NasdaqGS:AVGO at a share price of about US$414.57, these moves sit alongside a very strong multi year share price run, with...

Broadcom Nears Buy Point With Earnings Ahead
Investor's Business Daily85d agobullish
Broadcom Nears Buy Point With Earnings Ahead

Broadcom is locked in a clash of titans with rival artificial intelligence chip giant Nvidia but seems to be holding its own as the member of Investor's Business Daily's Sector Leaders list hovers just below a buy point. As it awaits its second-quarter results, due June 3, Broadcom ended trading Thursday just below a cup base's pivot of 414.61 after recently scoring an all-time high, according to chart analysis tools on IBD's MarketSurge. In April, Broadcom scored a partnership with Google parent Alphabet.

Why Broadcom (AVGO) Remains One of Goldman’s Strongest AI Infrastructure Bets
Insider Monkey85d agoneutral
Why Broadcom (AVGO) Remains One of Goldman’s Strongest AI Infrastructure Bets

Broadcom Inc. (NASDAQ:AVGO) is one of the best stocks to buy according to Goldman Sachs’ Conviction List. Goldman added Broadcom to its U.S. Conviction List on January 5, alongside Dick’s Sporting Goods, while removing Capital One, Cadence Design Systems, and Houlihan Lokey. Goldman’s list is meant to highlight 20 to 25 differentiated Buy-rated U.S. ideas, […]

Why Applied Materials (AMAT) Stock Is Up Today
StockStory85d agoneutral
Why Applied Materials (AMAT) Stock Is Up Today

Shares of semiconductor machinery manufacturer Applied Materials (NASDAQ:AMAT) jumped 4.9% in the afternoon session after the company announced a collaboration with Broadcom to accelerate the development of advanced chip packaging technologies for next-generation AI systems.

Are investors more concerned with Iran than Nvidia's Q1 earnings?
Yahoo Finance Video85d agoneutralVIDEO
Are investors more concerned with Iran than Nvidia's Q1 earnings?

US stocks (^DJI, ^IXIC, ^GSPC) — namely the Dow Jones Industrial Average — are gaining back some ground ahead of Thursday's close as investors continue to digest Nvidia's (NVDA) first quarter earnings. The AI chip stock's movement has largely been muted despite the company boasting record quarterly revenue ($81.62 billion). Gradient Investments senior portfolio manager Keith Gangl weighs in on how investors are viewing Nvidia's results through the broader lens of geopolitical pressures stemming from the US-Iran war. Catch up on the top moments from Nvidia's earnings call, as well as what Nvidia CFO Colette Kress told Yahoo Finance about the company's CPU sales forecasts.

AMD makes a major $10 billion push in crucial tech hub
TheStreet85d agoneutral
AMD makes a major $10 billion push in crucial tech hub

Advanced Micro Devices (AMD) stock closed the May 20 trading session 8.1% up at $447.58, according to Yahoo Finance. It is currently trading 0.8% down at $444.0, according to Yahoo Finance at the time of writing, Thursday morning, May 21. ARM closed 15.05% higher at $256.73.Intel closed 7.36% ...

Forget VOO: This iShares S&P 500 ETF Pays Distributions on the Same Day at Half the Bid Ask Spread
24/7 Wall St.85d agoneutral
Forget VOO: This iShares S&P 500 ETF Pays Distributions on the Same Day at Half the Bid Ask Spread

The iShares Core S&P 500 ETF (NYSEARCA:IVV) and Vanguard’s S&P 500 fund are the two most commonly recommended core holdings in American retirement accounts, and the honest verdict is that picking between them is closer to choosing between two identical sedans than two different cars. IVV tracks the same 500 companies, charges the same headline ... Forget VOO: This iShares S&P 500 ETF Pays Distributions on the Same Day at Half the Bid Ask Spread

Should You Buy Taiwan Semiconductor (TSM) in 2026?
Insider Monkey85d agobullish
Should You Buy Taiwan Semiconductor (TSM) in 2026?

We just covered the 10 Best Pick and Shovel AI Stocks to Buy for the Long Term. Taiwan Semiconductor Manufacturing Company (NYSE:TSM) ranks #2 (see 5 Best Pick and Shovel AI Stocks to Buy for the Long Term). Short interest: 0.5% Taiwan Semiconductor Manufacturing Company (NYSE:TSM) is effectively selling shovels in a gold rush with […]

Is Broadcom (AVGO) The Best AI Chip Stock to Buy?
Insider Monkey85d agobullish
Is Broadcom (AVGO) The Best AI Chip Stock to Buy?

We just covered the 10 Best Pick and Shovel AI Stocks to Buy for the Long Term. Broadcom Inc. (NASDAQ:AVGO) ranks #6 (see 5 Best Pick and Shovel AI Stocks to Buy for the Long Term). Short Interest: 1.2% Broadcom Inc (NASDAQ:AVGO) is one of the most important pick-and-shovel names in the AI revolution. It […]

Broadcom Inc. (AVGO) Challenges EU Regulators While Barclays Sees AI Upside
Insider Monkey86d agoneutral
Broadcom Inc. (AVGO) Challenges EU Regulators While Barclays Sees AI Upside

Broadcom Inc. (NASDAQ:AVGO) is one of the top tech stocks in billionaire Ken Fisher’s portfolio. On May 13, Broadcom Inc. (NASDAQ:AVGO) sued the European Union antitrust regulators over requests for documents containing legal advice it received regarding the VMware acquisition. In the lawsuit filed at the Luxembourg-based General Court, the chip giant insists it is […]

Analysts reset Broadcom stock price target
TheStreet86d agoneutral
Analysts reset Broadcom stock price target

Broadcom (AVGO) stock closed the May 19 trading session at $411.07, or 6.5% lower compared to its highest-ever closing price of $439.79 on May 14, according to Yahoo Finance. The drop happened despite several analyst upgrades. Wells Fargo and TD Cowen both raised their price targets. Wells Fargo ...

Nvidia Gets Tepid Reaction to Forecast, Ups Investor Rewards
Bloomberg86d agoneutral
Nvidia Gets Tepid Reaction to Forecast, Ups Investor Rewards

(Bloomberg) -- Nvidia Corp., the world’s most valuable company, delivered a sales forecast that drew a lukewarm reaction from investors, even as revenue from data center operators continued to surge. Most Read from BloombergSpot the Difference: Putin Gets Trump Treatment From Xi in ChinaIran Threatens to Retaliate Beyond Middle East If US AttacksHasbro Cancels Dungeons & Dragons Game From ‘Star Wars’ VeteranUS Lawmakers Plan New $130 Fee for Electric Vehicle OwnersUS Treasuries Rebound on Optimi

Vanguard S&P 500 ETF (VOO): Graham Stephan Likes This Index Fund
Insider Monkey86d agoneutral
Vanguard S&P 500 ETF (VOO): Graham Stephan Likes This Index Fund

We just covered the Graham Stephan Stock Portfolio: Top 11 Stocks and Vanguard S&P 500 ETF (NYSE:VOO) ranks 7th on this list. Vanguard S&P 500 ETF (NYSE:VOO) is another index fund that Graham Stephan has recommended his followers buy on multiple occasions. The Vanguard S&P 500 ETF employs an indexing investment approach designed to track […]

Marvell Price Target Vaults to $195 at Wells Fargo on AWS Trainium and Custom Silicon Momentum
24/7 Wall St.86d agoneutral
Marvell Price Target Vaults to $195 at Wells Fargo on AWS Trainium and Custom Silicon Momentum

Wells Fargo delivered one of the most aggressive price target revisions on a major AI semiconductor name this quarter. The firm raised its price target on Marvell Technology (NASDAQ:MRVL) to $195 from $135 and reiterated an Overweight rating, anchoring the call on AWS Trainium deployment and broadening custom silicon momentum. The price target raise lands ... Marvell Price Target Vaults to $195 at Wells Fargo on AWS Trainium and Custom Silicon Momentum

Is It Too Late To Consider Broadcom (AVGO) After Its Strong One Year Rally
Simply Wall St.87d agobullish
Is It Too Late To Consider Broadcom (AVGO) After Its Strong One Year Rally

If you are wondering whether Broadcom's current share price still makes sense after its strong run, the next sections will walk through what the numbers say about value. The stock recently closed at US$411.07, with returns of 18.3% year to date and 78.9% over the past year, while the share price has slipped about 2% over the last week and is up 1.1% over the past month. Alongside these price moves, recent coverage has focused on Broadcom's role as a large semiconductor and infrastructure...

Applied Materials Broadcom Alliance Highlights Growing AI Packaging Ambitions
Simply Wall St.87d agoneutral
Applied Materials Broadcom Alliance Highlights Growing AI Packaging Ambitions

Applied Materials (NasdaqGS:AMAT) has entered a new advanced packaging technology partnership with Broadcom. Broadcom is joining Applied’s EPIC platform to work on advanced chip packaging for next-generation AI systems. The collaboration expands Applied’s network of industry and academic partners focused on AI hardware R&D. Applied Materials sits at the center of the semiconductor equipment and materials market, providing tools that chipmakers use to build and package devices. As AI...