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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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Micron Stock Rises After Key Move by Trump Administration
Barrons.com6d agoneutral
Micron Stock Rises After Key Move by Trump Administration

Micron Technology was gaining early on Monday. Renewed momentum for the memory-chip trade might be boosted by the Trump administration’s rejection of Chinese hardware. Micron shares were up 3.5% at $1,005.65 in premarket trading.

AI Chips Today - Fort Technology Expands Amid Record Revenue and Strategic Acquisitions
Simply Wall St.6d agoneutral
AI Chips Today - Fort Technology Expands Amid Record Revenue and Strategic Acquisitions

Recent developments in the AI Chips sector highlight significant growth and strategic expansions. Fort Technology Inc., a subsidiary of Nexera Technologies, reported a record 49% increase in revenue and a 145% rise in gross profit for the first half of 2026. This growth is attributed to a substantial increase in units sold through the Amazon Marketplace and the expansion into new European markets. Additionally, Fort Technology is expanding its focus into data center solutions through the...

Wall Street’s Biggest Funds Are Dumping Broadcom and Adding Taiwan Semiconductor. Time to Follow the ‘Smart Money?’
24/7 Wall St.6d agoneutral
Wall Street’s Biggest Funds Are Dumping Broadcom and Adding Taiwan Semiconductor. Time to Follow the ‘Smart Money?’

Second-quarter 13F filings, disclosed late last week for positions held as of June 30, tell a clear story inside the semiconductor trade: the biggest hedge funds rotated out of Broadcom (NASDAQ:AVGO) and into Taiwan Semiconductor Manufacturing (NYSE:TSM). Let’s take a look at what funds bought and sold the two chip titans. Loeb and Druckenmiller Both ... Wall Street’s Biggest Funds Are Dumping Broadcom and Adding Taiwan Semiconductor. Time to Follow the ‘Smart Money?’

What Could Intel (INTC) Returning To Memory Mean For Investors?
Simply Wall St.7d agoneutral
What Could Intel (INTC) Returning To Memory Mean For Investors?

Intel (NasdaqGS: INTC) CEO has signaled a possible return to the memory market, positioning the company as a potential rival to Micron and SK Hynix. The move would mark a shift for Intel, which previously exited the memory segment after divesting related operations. A renewed focus on memory could expand Intel's product mix and affect how it competes and partners across the semiconductor industry. To see how this potential move by Intel fits into a wider build out of computing and data...

5-star analyst sets jaw-dropping Micron stock price target for 2026
TheStreet8d agobearish
5-star analyst sets jaw-dropping Micron stock price target for 2026

Micron (MU) stock traded around $966 on August 14, according to Yahoo Finance, extending a sharp snapback that pushed its shares back to the psychologically important $1,000 level. Investors are weighing a couple of different signals. For perspective, Micron stock has more than tripled this year, ...