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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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Mizuho Reiterates Intel Corp (INTC) Stock Rating. Here’s Why
Insider Monkey76d agoneutral
Mizuho Reiterates Intel Corp (INTC) Stock Rating. Here’s Why

Intel Corp (NASDAQ:INTC) is one of Renaissance Technologies’ top semiconductor stock picks. The stock has been a big winner for investors, returning 200% year-to-date and more than 476% over the past year. On May 20, Mizuho reaffirmed a Neutral rating on Intel Corp (NASDAQ:INTC) stock with a price target of $124. For this action, the […]

Intel Corporation (INTC): Leopold Aschenbrenner Is Not a Big Fan
Insider Monkey76d agoneutral
Intel Corporation (INTC): Leopold Aschenbrenner Is Not a Big Fan

We just covered From Fired Researcher to $13.7 Billion King: How Leopold Aschenbrenner Broke the Hedge Fund World and Intel Corporation (NASDAQ:INTC) ranks 15th on this list. Intel Corporation (NASDAQ:INTC) is a new addition to the 13F portfolio of Situational Awareness LP. The fund declared a new stake in the company in filings for the […]

ASML Holding N.V. (ASML): Leopold Aschenbrenner Reveals New Position
Insider Monkey76d agoneutral
ASML Holding N.V. (ASML): Leopold Aschenbrenner Reveals New Position

We just covered From Fired Researcher to $13.7 Billion King: How Leopold Aschenbrenner Broke the Hedge Fund World and ASML Holding N.V. (NASDAQ:ASML) ranks 11th on this list. ASML Holding N.V. (NASDAQ:ASML) is a new addition to the 13F portfolio of Situational Awareness LP. The fund declared a new stake in the company in filings […]

The Semiconductor Play Nobody Owns Just Lapped Wall Street’s Biggest Names
24/7 Wall St.76d agoneutral
The Semiconductor Play Nobody Owns Just Lapped Wall Street’s Biggest Names

A $10,000 position in Invesco Semiconductors ETF (NASDAQ:PSI) on the last trading day of 2025 was worth ~$20,496 by the close on May 26, 2026, and that is the kind of arithmetic that ruins dinner parties. Your brother-in-law at Goldman is up 10.07% in the S&P 500. Your friend who only buys the Nasdaq 100 ... The Semiconductor Play Nobody Owns Just Lapped Wall Street’s Biggest Names

AI Bubble Debate Gets Real as Chip Stocks Rally Turns Historic
Bloomberg76d agobullish
AI Bubble Debate Gets Real as Chip Stocks Rally Turns Historic

(Bloomberg) -- Chipmakers are by far the hottest stocks in the market, but their recent surge is lending urgency to the debate over whether investors are buying into an artificial-intelligence bubble that’s due to burst.Most Read from BloombergUS Says Deals With Iran for Safe Hormuz Transit Are ProhibitedAmericans Injured in Iranian Missile Strike on Kuwaiti Air BaseStrait of Hormuz Ship Transits Are Rising Thanks to US HelpAmericans Hurt in Kuwait as Trump Sends Mixed Signals on WarCVS Returns