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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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Super Micro Extends AI Factory Reach With Helios Launch And US$2b Deal
Simply Wall St.81d agoneutral
Super Micro Extends AI Factory Reach With Helios Launch And US$2b Deal

Super Micro Computer (NasdaqGS:SMCI) has rolled out its AMD Helios rack-scale AI platform aimed at hyperscale AI, sovereign AI, and large language model deployments. The company introduced new Arm AGI CPU powered servers designed for dense, power efficient agentic AI workloads. Super Micro Computer signed a US$2b AI infrastructure deal with Gorilla Technology focused on projects in India and the broader Asia-Pacific region. Super Micro Computer (NasdaqGS:SMCI) is best known for supplying...

Bloomberg81d agoneutral
TSMC CEO Warns Chip Supply Won’t Meet AI-Fueled Demand for Years

(Bloomberg) -- Taiwan Semiconductor Manufacturing Co. Chief Executive Officer C.C. Wei said the company’s global chip supply will fall short of AI-fueled demand for years to come, sustaining revenue growth for the firm.Most Read from BloombergTrump Begins Rebuilding His Tariff Wall, Citing Forced LaborRepublican-Led House Votes to Stop Iran War, Rebuking TrumpTrump to Get Audit Immunity as $1.8 Billion Fund in DoubtRussia Finance Officials Tell Putin War Spending Is UnaffordableTikTok Billionair

Qualcomm stock under pressure as Nvidia unveils new product
TheStreet81d agoneutral
Qualcomm stock under pressure as Nvidia unveils new product

Qualcomm's stock was under pressure on June 1 after Nvidia CEO Jensen Huang made a surprise move that rattled the PC chip market. At Taiwan's annual Computex conference, Huang shared that Nvidia (NVDA) is entering the personal computer processor market with a new chip developed in partnership with ...

Most Income Investors Have Never Heard of These 3 ETFs Paying Over 10 Percent Monthly
24/7 Wall St.81d agoneutral
Most Income Investors Have Never Heard of These 3 ETFs Paying Over 10 Percent Monthly

Three options-overlay ETFs are quietly paying double-digit annual distribution rates on a monthly (or weekly) schedule, and most income investors have never touched them. YieldMax Ultra Option Income Strategy ETF (NYSEARCA:ULTY) is throwing off roughly 50% annualized through weekly checks. NEOS Nasdaq-100 High Income ETF (NASDAQ:QQQI) and NEOS S&P 500 High Income ETF (CBOE:SPYI) sit ... Most Income Investors Have Never Heard of These 3 ETFs Paying Over 10 Percent Monthly

Stocks Retreat as US-Iran Peace Hopes in Doubt
Barchart82d agoneutral
Stocks Retreat as US-Iran Peace Hopes in Doubt

The S&P 500 Index ($SPX ) (SPY ) on Wednesday closed down -0.74%, the Dow Jones Industrial Average ($DOWI ) (DIA ) closed down -1.21%, and the Nasdaq 100 Index ($IUXX ) (QQQ ) closed down -0.29%. June E-mini S&P futures (ESM26 ) fell -0.78%, and June E-mini Nasdaq futures...

Move Over, Magnificent 7. Traders Are Flocking to SanDisk, Marvell, Micron, and the Parabolic 7
24/7 Wall St.82d agoneutral
Move Over, Magnificent 7. Traders Are Flocking to SanDisk, Marvell, Micron, and the Parabolic 7

The Magnificent 7 has a new challenger. Strategist Ben Emons, in a post amplified by Bloomberg’s Joe Weisenthal on X, has dubbed a basket of seven semiconductor and AI-hardware names the “Parabolic 7.” Weisenthal’s shared data suggests that the group has vastly outperformed both the Magnificent 7 and the SOX semiconductor index since mid-2025. The ... Move Over, Magnificent 7. Traders Are Flocking to SanDisk, Marvell, Micron, and the Parabolic 7

Why Advanced Micro Devices Could Be the Next $1 Trillion Stock
Barrons.com82d agoneutral
Why Advanced Micro Devices Could Be the Next $1 Trillion Stock

Nvidia CEO Jensen Huang recently said Marvell Technology could become the next trillion-dollar stock. Well, it looks like Advanced Micro Devices ’ investors would like a word on that. AMD shares advanced 3.1% to $537.57 on Wednesday, trading as high as $544.04 intraday and on pace for a record closing high, as investors shook off their Nvidia announcement hangover and broadly pushed red-hot chip stocks higher.

Forget Intel: Buy This Ultra-Efficient, Cash-Generative Semiconductor Juggernaut Instead
24/7 Wall St.82d agobullish
Forget Intel: Buy This Ultra-Efficient, Cash-Generative Semiconductor Juggernaut Instead

Intel (NASDAQ:INTC) is dominating semiconductor headlines again, riding CHIPS Act drama, a U.S. government equity stake, and CEO Lip-Bu Tan’s sweeping turnaround narrative. Intel’s Financials Tell a Different Story Strip away the headlines and the numbers are ugly. Q1 fiscal 2026 revenue came in at $13.58 billion, up 7.2% year over year, but Intel posted ... Forget Intel: Buy This Ultra-Efficient, Cash-Generative Semiconductor Juggernaut Instead

Warren Buffett Bought the World’s Most Dominant AI Company — Then Sold It Within 6 Months
24/7 Wall St.82d agoneutral
Warren Buffett Bought the World’s Most Dominant AI Company — Then Sold It Within 6 Months

The artificial intelligence boom has created plenty of winners, but one company sits at the center of it all. Every major AI player — Nvidia (NASDAQ:NVDA), Advanced Micro Devices (NASDAQ:AMD), Broadcom (NASDAQ:AVGO), Amazon (NASDAQ:AMZN), Microsoft (NASDAQ:MSFT), and Alphabet (NASDAQ:GOOG) — depends on a single manufacturer to turn advanced chip designs into physical products: Taiwan Semiconductor ... Warren Buffett Bought the World’s Most Dominant AI Company — Then Sold It Within 6 Months

AMD CEO Lisa Su drops rare message on AI careers
TheStreet82d agobearish
AMD CEO Lisa Su drops rare message on AI careers

As artificial intelligence (AI) transforms workplaces around the world, most people are asking the same question: What skills will still matter when AI can do so much? According to Advanced Micro Devices (AMD) CEO Lisa Su, the answer isn't simply learning how to use AI tools. Su recently told ...

NVIDIA vs. AMD: Which AI Chip Belongs in Your Retirement Portfolio?
24/7 Wall St.82d agoneutral
NVIDIA vs. AMD: Which AI Chip Belongs in Your Retirement Portfolio?

NVIDIA (NASDAQ:NVDA) or Advanced Micro Devices (NASDAQ:AMD): Which AI chip stock belongs in a retirement-focused portfolio right now? Both ride the same AI infrastructure wave, yet they offer dramatically different risk-reward profiles for income-oriented, capital-preservation-minded investors. Here is the verdict across the three dimensions that actually matter for retirees. Dimension 1: Valuation This is the ... NVIDIA vs. AMD: Which AI Chip Belongs in Your Retirement Portfolio?

AI Chips Today - ABB Expands NVIDIA Partnership to Boost AI Data Centers
Simply Wall St.82d agobullish
AI Chips Today - ABB Expands NVIDIA Partnership to Boost AI Data Centers

ABB has announced an expansion of its collaboration with NVIDIA to enhance AI infrastructure deployment. This initiative involves integrating ABB's power systems as SimReady™ 3D digital assets into NVIDIA's Omniverse DSX Blueprint, allowing data center operators to efficiently model, validate, and optimize power distribution systems digitally before construction begins. The integration aims to streamline the design and deployment of AI data centers by enabling the validation of electrical,...

AMD Helios Rack Platform Puts AI Data Center Ambitions Against Nvidia
Simply Wall St.82d agoneutral
AMD Helios Rack Platform Puts AI Data Center Ambitions Against Nvidia

Super Micro Computer launched its rack-scale AMD Helios platform at Computex 2026, built on AMD’s Instinct MI455X GPUs and EPYC CPUs. The Helios platform targets hyperscale AI infrastructure for large language model training, inference, and broader AI workloads. The launch coincides with new AI PC and chip announcements from Nvidia, sharpening competitive attention on NasdaqGS:AMD in AI and data center markets. For investors tracking NasdaqGS:AMD, the new Helios platform brings additional...