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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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Intel And Hitachi Link Physical AI To Long Term Industrial Growth
Simply Wall St.69d agoneutral
Intel And Hitachi Link Physical AI To Long Term Industrial Growth

Intel (NasdaqGS:INTC) announced a new multi-year collaboration with Hitachi to integrate advanced computing, physical AI, and digital infrastructure across manufacturing, energy, and mobility. The partnership focuses on five areas, including foundry tools, quantum computing, energy optimization, custom silicon, and edge-AI and factory automation. Hitachi plans to use Intel computing platforms, AI chips, and foundry capabilities in mission-critical operational technology and information...

Intel executive drops unexpected message on explosive chip demand
TheStreet70d agobearish
Intel executive drops unexpected message on explosive chip demand

Most CFOs at major investor conferences speak carefully. They manage expectations. They hedge. They say "we feel good about the trajectory" and just leave it there. Intel's CFO did not do that at the Bank of America 2026 Global Technology Conference on June 2, 2026. The CPU market is going to have ...

Is Hitachi’s “Physical AI” Tie‑Up Recasting Intel’s (INTC) Foundry And Infrastructure Ambitions?
Simply Wall St.70d agoneutral
Is Hitachi’s “Physical AI” Tie‑Up Recasting Intel’s (INTC) Foundry And Infrastructure Ambitions?

In early June 2026, Hitachi announced a collaboration with Intel to combine Hitachi’s IT/OT and manufacturing expertise with Intel’s computing platforms across five areas including foundry tools, quantum computing, energy optimization, custom silicon, and edge AI for industrial and infrastructure applications. This push into “physical AI” and co-developed semiconductor and infrastructure tools could deepen Intel’s role inside mission-critical factories and power systems, directly tying its...