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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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Apple’s next AI test may not be Siri
TheStreet78d agoneutral
Apple’s next AI test may not be Siri

Apple (AAPL) doesn’t have to win the artificial intelligence model competition to win the next phase of AI. That's the bet underlying Bank of America's latest Apple call. Wamsi Mohan, an analyst at BofA, increased his price target on Apple to $380 from $330 and reiterated a Buy rating on May 26. ...

Apple Inc. (AAPL): Renaissance Technologies Opens New Position
Insider Monkey78d agoneutral
Apple Inc. (AAPL): Renaissance Technologies Opens New Position

We just covered the 12 Best Stocks to Invest In According to Jim Simons’ Renaissance Technologies and Apple Inc. (NASDAQ:AAPL) ranks 3rd on this list. Apple Inc. (NASDAQ:AAPL) has featured intermittently in the 13F portfolio of Renaissance Technologies. The fund first disclosed a stake in the company back in the fourth quarter of 2010. This […]

The 10-Year Treasury Yield Approaching 5% Could Reshape SCHG’s Next 12 Months
24/7 Wall St.78d agoneutral
The 10-Year Treasury Yield Approaching 5% Could Reshape SCHG’s Next 12 Months

The Schwab U.S. Large-Cap Growth ETF (NYSEARCA:SCHG) closed at around $34, capping a roughly 25% gain over the trailing twelve months and a roughly 5% advance in the past month alone. That rally has occurred against an uncomfortable backdrop: the 10-year Treasury yield just touched nearly 4.7%, the highest reading in the past year. For ... The 10-Year Treasury Yield Approaching 5% Could Reshape SCHG’s Next 12 Months

‘Dinosaur’ Tech Stocks Reborn as AI Fuels $1.7 Trillion Rally
Bloomberg78d agobullish
‘Dinosaur’ Tech Stocks Reborn as AI Fuels $1.7 Trillion Rally

(Bloomberg) -- They were all stars of the dot-com era before fading into the background as the bubble burst and a new generation of tech darlings rose to the forefront. But Dell Technologies Inc., Nokia Oyj and Lenovo Group Ltd. are back with a vengeance thanks to the unrelenting artificial intelligence spending boom.Most Read from BloombergStrait of Hormuz Ship Transits Are Rising Thanks to US HelpAmericans Injured in Iranian Missile Strike on Kuwaiti Air BaseCVS Returns Zepbound to Drug Plans

YMAG Bundles YieldMax’s Magnificent Seven Strategy Into One Ticker, And the NAV Decay Compounds Across All Seven
24/7 Wall St.78d agoneutral
YMAG Bundles YieldMax’s Magnificent Seven Strategy Into One Ticker, And the NAV Decay Compounds Across All Seven

The pitch behind YieldMax Magnificent 7 Fund of Option Income ETFs (NYSEARCA:YMAG) is intuitive: own all seven Magnificent Seven names through a single ticker, collect a fat weekly distribution, and let YieldMax run synthetic covered calls in the background. YMAG bundles seven single-stock YieldMax sleeves on Apple, Microsoft, Alphabet, Amazon, Meta, NVIDIA, and Tesla into ... YMAG Bundles YieldMax’s Magnificent Seven Strategy Into One Ticker, And the NAV Decay Compounds Across All Seven

Apple AI Shift And Huawei Chips Test Valuation And Growth Expectations
Simply Wall St.78d agoneutral
Apple AI Shift And Huawei Chips Test Valuation And Growth Expectations

Apple announced AI-driven accessibility upgrades across its devices and plans a major Siri overhaul that will make artificial intelligence more central to everyday use. The company is rolling out these features as Huawei introduces its LogicFolding semiconductor approach, raising competitive pressure in China's premium smartphone market. These developments come as NasdaqGS:AAPL trades at $312.51, with the stock up 2.5% over the past week and 56.9% over the past year. Recent AI...

3 Dow Jones Stocks to Consider Right Now
StockStory79d agoneutral
3 Dow Jones Stocks to Consider Right Now

The Dow Jones (^DJI) is packed with iconic businesses that have built strong brands and durable market positions. A select few continue to thrive, delivering solid returns and proving their resilience in an evolving market.

Hershey Bull Sees World Cup, America 250 Lifting Sales
Bloomberg79d agoneutral
Hershey Bull Sees World Cup, America 250 Lifting Sales

(Bloomberg) -- Summer events including the FIFA World Cup and America’s 250th anniversary could spur sales of sweet treats, making now a key time to snap up beaten-down shares of Hershey Co., according to the candy and snack maker’s newest Wall Street bull.Most Read from BloombergSingapore Hands Byju's Founder His First Ever Jail TermApple to Overhaul iOS 27 Siri, AI Features: Here's a First PeekCVS Returns Zepbound to Drug Plans After Lilly Slashes PriceSpaceX Said to Cut IPO Value Goal to at L

Apple’s In-House Modem Chips Threaten Qualcomm’s (QCOM) Major Customer Base.
Insider Monkey79d agoneutral
Apple’s In-House Modem Chips Threaten Qualcomm’s (QCOM) Major Customer Base.

Impax Asset Management, an investment management firm based in London, specializing in sustainable investing, released its first-quarter 2026 investor letter for its “Impax US Sustainable Economy Fund”. A copy of the letter is available to download here. The US Sustainable Economy portfolio underperformed the Russell 1000 benchmark in Q1 2026, primarily due to its lack […]

Jim Cramer Believes “Nothing Comes Out of Apple Unless It’s Near Perfect”
Insider Monkey79d agoneutral
Jim Cramer Believes “Nothing Comes Out of Apple Unless It’s Near Perfect”

Apple Inc. (NASDAQ:AAPL) was among the stocks Jim Cramer discussed on Mad Money, highlighting several companies with market caps over a trillion dollars. Cramer praised the company’s hardware, as he said: Third, Apple, okay, it’s got the best hardware, and it’s now snared one of the best AI platforms with Gemini, the logical extension of […]

Key Themes to Watch at Asia’s Biggest AI Tech Show
Bloomberg79d agoneutral
Key Themes to Watch at Asia’s Biggest AI Tech Show

(Bloomberg) -- Nvidia Corp.’s Jensen Huang leads a parade of AI computing leaders in Taiwan for Asia’s biggest technology showcase, Computex. Over a jam-packed week, the hardware linchpins of the post-ChatGPT era will debate the most pressing issues facing their industry, from growing bottlenecks in the supply of essential components like memory chips to the rise of challengers to Nvidia at the apex of the semiconductor hierarchy.Most Read from BloombergSingapore Hands Byju's Founder His First E

Foxconn has 'immense confidence' in growth momentum due to AI, chairman says
Reuters79d agoneutral
Foxconn has 'immense confidence' in growth momentum due to AI, chairman says

Taiwan's Foxconn, the world's largest contract electronics maker, has "immense ‌confidence" in its growth momentum because of ‌soaring AI demand, Chairman Young Liu said on Friday. The company, ​Nvidia's biggest server maker and Apple's top iPhone assembler, this month reported a 19% rise in first-quarter profit versus the same period a year earlier, ‌beating expectations due ⁠to strong global demand for AI products. Liu, speaking at an annual shareholders meeting ⁠in Taipei's neighbouring city of New Taipei, said AI remains highly sought after, with capital spending by ​the major ​cloud service providers already ​exceeding $700 billion this year.