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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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Is It Too Late To Consider Broadcom (AVGO) After Its 115% One Year Rally?
Simply Wall St.101d agobullish
Is It Too Late To Consider Broadcom (AVGO) After Its 115% One Year Rally?

If you are wondering whether Broadcom's current share price reflects its true worth, the recent performance gives plenty to think about. The stock closed at US$427.45, with returns of 6.9% over 7 days, 35.9% over 30 days, 23.0% year to date and 115.4% over the last year, which will naturally influence how you think about future upside and risk. Recent coverage has focused on Broadcom's role within the semiconductor sector and its position in AI and networking supply chains. This helps...

Anthropic commits to spending $200 billion on Google's cloud and chips, the Information reports
Reuters102d agoneutral
Anthropic commits to spending $200 billion on Google's cloud and chips, the Information reports

Anthropic has committed to spend $200 billion with Google Cloud over five years as part of a recent agreement, The Information ‌reported on Tuesday, citing a person with knowledge of the matter. The ‌commitment suggests the AI startup accounts for more than 40% of the revenue backlog Google disclosed ​to investors last week, according to the report. Google parent Alphabet shares were up about 2% in extended trading on Tuesday following the report.

Up 160% in One Month, This AI ETF Can Still 5X
24/7 Wall St.102d agoneutral
Up 160% in One Month, This AI ETF Can Still 5X

The Direxion Daily Semiconductor Bull 3X Shares (NYSEARCA:SOXL) made a 160%-plus move in thirty days, and the fund added another 15% today to trade near $146. Returns like that show up when the most volatile sleeve of the market reverses sharply and a triple-leveraged ETF amplifies the bounce. The reason for the rip is simpler ... Up 160% in One Month, This AI ETF Can Still 5X

Forget AMD: 4 AI Stocks That Could Beat the Crowd
24/7 Wall St.102d agobullish
Forget AMD: 4 AI Stocks That Could Beat the Crowd

Advanced Micro Devices (NASDAQ:AMD) keeps grabbing headlines as the consensus “NVDA alternative” in AI GPUs, the trade every retail account and hedge fund analyst seems to be piling into at the same time. But here’s what you should actually be watching. The AMD-as-Nvidia-alternative thesis is the most crowded second-derivative trade in semiconductors. CUDA’s software moat ... Forget AMD: 4 AI Stocks That Could Beat the Crowd

The $500 Billion Capex Question That Will Make or Break BAI in 2026
24/7 Wall St.102d agoneutral
The $500 Billion Capex Question That Will Make or Break BAI in 2026

The iShares A.I. Innovation and Tech Active ETF (NYSEARCA:BAI) solves a problem that has tripped up most thematic funds: how to own the AI build-out without locking yourself into a static index that gets stale when the cycle shifts. Portfolio managers Tony Kim and Reid Menge run an active book of 40-60 holdings selected through ... The $500 Billion Capex Question That Will Make or Break BAI in 2026

Broadcom, Qualcomm, or TSMC: Why One AI Chip Stock Won Decisively in April
24/7 Wall St.103d agoneutral
Broadcom, Qualcomm, or TSMC: Why One AI Chip Stock Won Decisively in April

The April 2026 scoreboard for the artificial intelligence (AI) chip trade is in, and the winner is not the most-watched name on Wall Street. Qualcomm (NASDAQ:QCOM) stock surged 39.45% in April, decisively beating Broadcom (NASDAQ:AVGO) stock at 34.87% and leaving Taiwan Semiconductor (NYSE:TSM) stock far behind at a 17.19% gain. The gap of roughly 22 ... Broadcom, Qualcomm, or TSMC: Why One AI Chip Stock Won Decisively in April