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Notícias

Apenas manchetes de alto sinal - eventos macro, resultados, M&A, regulatório. Listicles e clickbait de analistas filtrados por padrão. Atualizado a cada hora.

24,246 signal articles · 67 in last 24h · 115,193 total before filter · latest 1h ago
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EWT, EWY, and SOXX: The Only 3 ETFs You Need for Semiconductor Dominance
24/7 Wall St.100d agoneutral
EWT, EWY, and SOXX: The Only 3 ETFs You Need for Semiconductor Dominance

Taiwan and South Korea sit at the center of the global chip supply chain, and three exchange-traded funds offer the most direct way to hold that exposure: the iShares MSCI Taiwan ETF (NYSEARCA:EWT), the iShares MSCI South Korea ETF (NYSEARCA:EWY), and the iShares Semiconductor ETF (NASDAQ:SOXX). Taiwan Semiconductor Manufacturing sits at the center of the ... EWT, EWY, and SOXX: The Only 3 ETFs You Need for Semiconductor Dominance

Nvidia CEO Jensen Huang Warns of ‘Horrible Outcome’ if China’s Huawei Gains AI Advantage
24/7 Wall St.100d agoneutral
Nvidia CEO Jensen Huang Warns of ‘Horrible Outcome’ if China’s Huawei Gains AI Advantage

On a recent Prof G Markets segment titled How China Wins The AI War, NVIDIA (NASDAQ: NVDA) CEO Jensen Huang delivered a blunt assessment of the competitive threat from China’s Huawei. “The day that Deepseek comes out on Huawei first, that is a horrible outcome for our nation,” he said, adding that, “AI models around ... Nvidia CEO Jensen Huang Warns of ‘Horrible Outcome’ if China’s Huawei Gains AI Advantage

The Next Phase of the AI Boom Could Be Even Kinder to the Pick-and-Shovel Plays
24/7 Wall St.100d agoneutral
The Next Phase of the AI Boom Could Be Even Kinder to the Pick-and-Shovel Plays

The first wave of the AI boom rewarded the most obvious names. The next wave spreads wealth across the entire infrastructure stack: foundries, custom silicon, networking fabric, and enterprise deployment tools. Hyperscaler CapEx is climbing, agentic AI drives inference loads that dwarf training, and every gigawatt of new compute pulls dollars through a long supply ... The Next Phase of the AI Boom Could Be Even Kinder to the Pick-and-Shovel Plays

Qualcomm Is One of the Cheapest AI Stocks in the Trump Bull Market. Here’s Why That Gap May Close
24/7 Wall St.100d agoneutral
Qualcomm Is One of the Cheapest AI Stocks in the Trump Bull Market. Here’s Why That Gap May Close

Qualcomm trades like a legacy modem company while quietly building the cheapest exposure to AI silicon in the entire Trump bull market, and that mispricing is the core investment thesis. Qualcomm (NASDAQ:QCOM) just delivered its fourth consecutive earnings beat, confirmed a hyperscaler custom silicon program, and authorized a fresh $20 billion buyback. The market is ... Qualcomm Is One of the Cheapest AI Stocks in the Trump Bull Market. Here’s Why That Gap May Close

Celestica (CLS) Announces Availability of 1.6TbE Switches for GenAI, ML Infrastructure
Insider Monkey100d agoneutral
Celestica (CLS) Announces Availability of 1.6TbE Switches for GenAI, ML Infrastructure

Celestica Inc. (NYSE:CLS) is one of the best growth stocks to invest in for the next 2 years. On April 29, Celestica announced that its DS6000-series 1.6TbE switches are now available for order, marking a transition from development to market-ready status. These switches are designed to serve as the high-speed backbone for GenAI and ML […]

This New Dividend Fund Is Chasing Yield And Growth At The Same Time
24/7 Wall St.101d agoneutral
This New Dividend Fund Is Chasing Yield And Growth At The Same Time

Most dividend ETFs make you pick a lane. You can chase yield with funds packed full of utilities, telecoms, and tobacco names that throw off cash but barely grow, or you can buy dividend growth funds that pay you almost nothing today on the promise of bigger checks a decade out. JPMorgan Dividend Leaders ETF ... This New Dividend Fund Is Chasing Yield And Growth At The Same Time

A Smarter Way To Look At Broadcom Stock
Trefis101d agoneutral
A Smarter Way To Look At Broadcom Stock

Broadcom (AVGO) is up 6.9% over the last five trading days, helped by new VMware product launches and fund rotation back into AI infrastructure plays. Broadcom’s growing role in custom silicon also positions it well for the shift toward inference-focused AI workloads, reinforcing its importance in enterprise AI.

Broadcom guidance reveals one signal getting unusual attention
TheStreet101d agoneutral
Broadcom guidance reveals one signal getting unusual attention

Numbers in earnings reports come and go. Every quarter brings a new beat, a new record, a new reason to pay attention. But occasionally, a single line in a guidance statement stops you cold. For Broadcom (AVGO), that line came from CEO Hock Tan on March 4, 2026, buried inside the company's ...

AI Chip Packaging Constraints Create an Opening for Intel’s EMIB Technology
24/7 Wall St.101d agoneutral
AI Chip Packaging Constraints Create an Opening for Intel’s EMIB Technology

Advanced Packaging Has Become the Bottleneck Intel (INTC) is attempting to reposition itself in the semiconductor value chain by leveraging one of the few areas where it still holds a differentiated capability—advanced packaging. While Taiwan Semiconductor Manufacturing Company’s (TSM) (TSMC) Chip on Wafer on Substrate (CoWoS) platform has become the industry standard for high-performance AI ... AI Chip Packaging Constraints Create an Opening for Intel’s EMIB Technology