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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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There Goes the Nasdaq's Rally
Barrons.com48d agobullish
There Goes the Nasdaq's Rally

It is happening again. The Nasdaq, after opening higher and riding a rebound in tech stocks, turned sharply lower. It's exactly what happened on Wednesday. This time, it is down 0.6%. The S&P 500 rose 0.

Famous Tech Investor Tom Lee: Yesterday’s SMH & SOXX Sell-Off Has Historically Led to an 88% Win Rate the Next Month
24/7 Wall St.49d agobearish
Famous Tech Investor Tom Lee: Yesterday’s SMH & SOXX Sell-Off Has Historically Led to an 88% Win Rate the Next Month

Tom Lee, Head of Research at Fundstrat Global Advisors, used a CNBC appearance on June 24, 2026 to argue that the latest sharp semiconductor pullback is the kind of dislocation long-term buyers should welcome. His core message: sharp one-day drops in the chip complex have historically marked mid-cycle dislocations inside bull markets. Lee’s framing matters ... Famous Tech Investor Tom Lee: Yesterday’s SMH & SOXX Sell-Off Has Historically Led to an 88% Win Rate the Next Month

SOXL’s 23% Single-Day Collapse Exposes the Real Price of 3X Leverage
24/7 Wall St.50d agoneutral
SOXL’s 23% Single-Day Collapse Exposes the Real Price of 3X Leverage

On June 23, 2026, SOXL fell 23.06% in a single session. The same day, iShares Semiconductor ETF (NASDAQ:SOXX) fell 7.88% and VanEck Semiconductor ETF (NASDAQ:SMH) fell 7.01%. That gap is the product you bought. The marketing calls it “3X daily.” Your brokerage statement calls it a $2,300 hole per $10,000. What you are actually paying ... SOXL’s 23% Single-Day Collapse Exposes the Real Price of 3X Leverage

Market Strategist Says AI Selloff Is ‘Just Profit-Taking,’ Not a Broken Story
24/7 Wall St.50d agobearish
Market Strategist Says AI Selloff Is ‘Just Profit-Taking,’ Not a Broken Story

Janet Mui, Head of Market Analysis at RBC Brewin Dolphin, used a CNBC appearance on Tuesday, June 23, to push back against the idea that the recent pullback in AI and semiconductor stocks signals that something is broken in the sector. She believes the move looks like classic profit-taking after a vertical run, with the ... Market Strategist Says AI Selloff Is ‘Just Profit-Taking,’ Not a Broken Story

Tech Is Plummeting. Why the Dow Is Actually Rising Today.
Barrons.com50d agoneutral
Tech Is Plummeting. Why the Dow Is Actually Rising Today.

The Dow was up 50 points, or 0.1%, and on the upswing after dropping at the open. The S&P 500 was down 0.7%, while the Nasdaq was down 1.2%. The iShares Semiconductor ETF was still down 5.8%, but consumer staples, health care, real estate, utilities, financials, and communication services were all posting solid gains.

Semiconductor Stocks See 'Rare Surge' As SOX Index Hits Dot-Com Bubble-Era Volatility Levels
Benzinga51d agobullish
Semiconductor Stocks See 'Rare Surge' As SOX Index Hits Dot-Com Bubble-Era Volatility Levels

The technology sector is experiencing an unprecedented “rare surge” as the semiconductor SOX index flashes urgent warning signs of “extreme volatility” matching the 2000 Dot-Com Bubble, raising questions among investors about a potential market peak. Unprecedented Fluctuations In The $SOX Index According to data presented in the chart shared by Kobeissi Letter, the semiconductor index has logged nine single-day gains of at least +5% over the past 60 trading days. This matches levels last seen in

Sorry, Dr. Burry. I’d Rather Own Nvidia at a Premium Than Adobe at a Discount
24/7 Wall St.51d agoneutral
Sorry, Dr. Burry. I’d Rather Own Nvidia at a Premium Than Adobe at a Discount

Michael Burry may have made one of the greatest trades of all time when he bet against the housing market in the wake of the Great Financial Crisis. Still, Dr. Burry isn’t someone to follow into or out of stocks, even if he has been more willing to share his moves and reasons for making ... Sorry, Dr. Burry. I’d Rather Own Nvidia at a Premium Than Adobe at a Discount

Here Is the 1 Dirt-Cheap Semiconductor Titan I Keep Loading Up on Repeat
24/7 Wall St.54d agoneutral
Here Is the 1 Dirt-Cheap Semiconductor Titan I Keep Loading Up on Repeat

I keep buying Taiwan Semiconductor and I am not going to stop, because every dip the market hands me looks like a gift I refuse to refuse. Taiwan Semiconductor Manufacturing (NYSE:TSM) is the one foundry that virtually every advanced chip designer on earth has to call before they can ship silicon, and I am tired ... Here Is the 1 Dirt-Cheap Semiconductor Titan I Keep Loading Up on Repeat