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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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Qualcomm eyes $10 billion AI shortcut as smartphone growth slows
TheStreet59d agoneutral
Qualcomm eyes $10 billion AI shortcut as smartphone growth slows

Qualcomm (QCOM) helped define the smartphone era. Now the chip giant is striving to prove it can play a far bigger role in the artificial intelligence boom. That may take a lot. Qualcomm is in talks to buy AI chip firm Tenstorrent in a transaction valued at $8 billion to $10 billion, according to ...

Investing.com59d agoneutral
Apple CEO warns price hikes ’unavoidable’ as chip costs bite - WSJ

Apple is hardly alone in confronting this pressure. Microsoft’s newly launched Surface Pro 13-inch starts at $1,499 and its Surface Laptop at $1,599, roughly 50% above the prior-generation models that launched in 2024 at $999, with the AI-driven memory shortage cited as a central reason for the jump, according to reporting by Yahoo Finance. The repricing across the PC industry reflects a structural shift in the memory market that shows little sign of easing soon.

Apple to raise prices due to memory chip shortage, CEO tells WSJ
Reuters59d agoneutral
Apple to raise prices due to memory chip shortage, CEO tells WSJ

Apple plans to raise prices on its products to offset increasing memory and storage chip costs, CEO Tim Cook told ‌the Wall Street Journal in an interview. A surge in AI-driven demand for ‌data centers has forced consumer electronics companies into a fierce competition for dwindling supplies of the key ​components, driving prices sharply higher. Groups representing automakers, retailers, electronic firms and others had warned earlier this month that the increasing demand for memory chips could lead to dramatic price hikes in U.S. consumer goods and disrupt supply chains.

Bloomberg59d agoneutral
Apple Prepares Second-Generation iPhone Air for Spring 2027

(Bloomberg) -- Apple Inc. is preparing a second-generation iPhone Air for spring 2027, aiming to boost the appeal of the slimmed-down device, according to people with knowledge of the matter.Most Read from BloombergRead the 14-Point Draft Memorandum Between the US and IranModi Warns of ‘Shortage of Trust’ Ahead of Trump MeetingIran’s Deputy Foreign Minister Confirms Deal Reached With USNetanyahu Pays a Political Price for Trump’s Iran DealApple Plans Camera AirPods Alongside Upgraded Foldable iP

Boring, quiet & crushing the market for the last 5 years
TheStreet59d agoneutral
Boring, quiet & crushing the market for the last 5 years

This is the third piece in a series examining "boring" large-cap stocks that have outperformed the Nasdaq-100 over the past five years. The first piece introduced the five companies and the data. The second piece covered defense and nuclear supplier Curtiss-Wright. This week: a company that moves ...

Jim Cramer Wonders Whether Nvidia Corp (NVDA)’s Becoming Like Apple
Insider Monkey59d agoneutral
Jim Cramer Wonders Whether Nvidia Corp (NVDA)’s Becoming Like Apple

We recently published Jim Cramer Called SpaceX A Meme Stock & Discussed These 7 Stocks. Nvidia Corp (NASDAQ:NVDA) is one of the stocks discussed by Jim Cramer. Once Wall Street’s AI darling, Nvidia Corp (NASDAQ:NVDA)’s shares have been muted in 2026. They are up by a modest 12.5% year-to-date. Despite the modest performance, Cramer has […]

Billionaire Dan Loeb’s Top AI Stock Pick: Taiwan Semiconductor (TSM)
Insider Monkey59d agoneutral
Billionaire Dan Loeb’s Top AI Stock Pick: Taiwan Semiconductor (TSM)

We just covered Billionaire Dan Loeb Pivots to AI and Sells Old Economy Stocks: His Top 7 AI Picks. Taiwan Semiconductor (NYSE:TSM) ranks #1 (see Billionaire Dan Loeb’s Top 5 AI Stock Picks). Billionaire Dan Loeb’s Stake: 275,000 Shares Valued at Approximately $92.93 Million Taiwan Semiconductor (NYSE:TSM) manufactures the physical chips designed by virtually every major semiconductor company […]

Apple (AAPL) Stock After 129% Five-Year Rally Is There Still Value Here
Simply Wall St.59d agobullish
Apple (AAPL) Stock After 129% Five-Year Rally Is There Still Value Here

If you are wondering whether Apple stock still offers value after its strong run, the answer depends heavily on how you look at price versus fundamentals. At a last close of US$299.24, Apple has returned 3.0% over the past week, was roughly flat over the past month with a 0.3% decline, and has delivered 10.4% year to date, 53.6% over 1 year, 64.0% over 3 years, and 129.1% over 5 years. Recent coverage around Apple has continued to focus on its role as a large US tech stock and a key holding...

Bloomberg59d agoneutral
The Trump Phone Is More Novelty Than Serious Smartphone Contender

(Bloomberg) -- The Trump phone is finally here — sort of — and it bears little resemblance to the original pitch.Most Read from BloombergRead the 14-Point Draft Memorandum Between the US and IranIran’s Deputy Foreign Minister Confirms Deal Reached With USModi Warns of ‘Shortage of Trust’ Ahead of Trump MeetingNetanyahu Pays a Political Price for Trump’s Iran DealUS Set to Offer Iran Broad Financial Gains in Peace DealFirst introduced a year ago at Trump Tower by President Donald Trump’s eldest s