Notícias
Apenas manchetes de alto sinal - eventos macro, resultados, M&A, regulatório. Listicles e clickbait de analistas filtrados por padrão. Atualizado a cada hora.
David Tepper’s Appaloosa Management filed its Q2 2026 13F on August 14, 2026, and the disclosure told a specific story: the hedge fund manager whose portfolio returned 32% in the first half of 2026 on memory-chip makers spent the second quarter pulling chips off that table and reallocating the winnings deeper into the AI stack. ... Billionaire David Tepper Trimmed Micron and Sold out of SanDisk. Here’s the New AI Stocks He’s Buying
Three AI infrastructure giants are flashing the same rare combination of signals at once, and analysts are quietly setting price targets that would require gains few stocks ever deliver in a single year.
$2.2 billion That’s the stake that Harvard University’s endowment fund holds in SpaceX, according to a Friday securities filing. It amounts to roughly 12.9 million shares. That’s a much bigger investment than in other major tech companies, the document showed: By comparison, Harvard Management has a roughly $350 million stake in Taiwan Semiconductor Manufacturing and $234 million worth of Amazon shares.
Arrow Electronics, MKS and SOLV Energy stand out as AI infrastructure plays with surging sales, earnings and orders.
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?’
SpaceX is moving fast enough to potentially spend half a trillion dollars on data centers in a single year, and the inference economics driving that decision reveal something surprising about where the entire AI arms race could break down.
Microsoft plans to unveil its Maia 300 AI chip in September, seeking TSMC capacity for over 300,000 units by 2027 as it aims to reduce reliance on NVIDIA processors.
TSMC looks pricey, but there's a good reason for that.
SoftBank Group Corp. has reported past first-quarter 2026 results, with sales rising to ¥2,019.59 billion while net income eased to ¥347.33 billion, alongside disclosures of a new stake in Capital One and a sale of 71.5% of its Taiwan Semiconductor Manufacturing holding. The combination of higher revenue but lower per-share earnings and a sharp portfolio shift toward U.S. financials and away from a major semiconductor holding gives investors fresh insight into how SoftBank is reshaping its...
Nvidia just moved beyond selling processors and seized control of the invisible infrastructure that every AI cluster depends on, and the companies supplying that buildout are already reporting explosive growth.
With TSMC controlling 70% of the global foundry market, its stock has risen dramatically throughout the AI chip craze.
Earlier this week, Amkor Technology’s board approved a quarterly cash dividend of US$0.08352 per share, payable on September 22, 2026 to shareholders of record as of September 2, 2026. Beyond the income payout, investors are closely watching Amkor’s growing advanced-packaging pipeline, underpinned by partnerships with TSMC and NVIDIA in AI and high-performance computing. We’ll now examine how Amkor’s expanding advanced-packaging opportunities could shape its investment narrative following...
Taiwan Semiconductor Manufacturing stock has rallied hard over the past few years, yet its current price screens as expensive on a Discounted Cash Flow (DCF) intrinsic value estimate while earnings based multiples still suggest room for optimism. That split has put valuation in sharp focus after a strong run in the share price. Over the last 3 years, Taiwan Semiconductor Manufacturing has delivered a very large total return of about 3.8x, which puts extra scrutiny on whether today’s price...
Investing.com -- Stanley Druckenmiller's Duquesne Family Office executed a dramatic reshuffling of its portfolio during the latest quarter, highlighted by a massive rotation back into mega-cap technology and a decisive exit from several legacy semiconductor names. Most notably, the firm increased its core equity position in Amazon.com Inc (NASDAQ:AMZN) by more than 1,000% to 541,600 shares, while simultaneously more than doubling its call options on the e-commerce giant. Against that backdrop, D
TOKYO—When Sony said in March that it was offloading its television business to a new joint venture with a Chinese rival, many in Japan felt a pang of nostalgia for the heyday of the country’s consumer-electronics industry. This is true even though he has worked for the company since 1987, and is fluent in corporate lore about when color TV—and later, the Walkman and PlayStation—made Sony a household name. Since taking the top job last year, Totoki has made the TV deal, brought in chip giant TSMC to collaborate on Sony’s valuable image sensor and spun off Sony’s financial arm—a unit he once ran.
Applied Materials' record Q3 results demonstrated that the company is translating the AI infrastructure boom into higher revenue, profits, and cash flow.
Two AI chip giants moved in opposite directions Friday as Wall Street put a massive dollar figure on a financing structure that Broadcom and Nvidia both use, raising questions about which companies benefit from AI's debt-fueled buildout and which carry the hidden risk.
Softbank Group Corp. unveiled a new stake in Capital One and disclosed that it sold 71.5% of its stake in Taiwan Semiconductor Holdings during the second quarter in filings with the U.S. Securities and Exchange Commission. Institutional investors, including wealth management entities, endowments, pension funds, hedge funds and others, are required to file a list of their holdings as of the end of each calendar quarter with the Wall Street regulator. In the most recent quarter, ended June 30, Softbank disclosed it had acquired 276,811 shares of Capital One, valued at $55.5 million, as of the end of the period.
Tracey Ryniec and John Blank debate the slowing job market while AI spending is also booming.
Polen Capital Management Llc released its “Polen Focus Growth Strategy” Q2 2026 investor letter. A copy of the letter can be downloaded here. Polen Focus Growth returned 6.33% (net of fees) in the second quarter of 2026, significantly underperforming the Russell 1000 Growth Index’s 16.74% gain, as the market rally remained narrowly focused on AI […]
Applied Materials just posted record revenue and its fifth straight earnings beat, yet the stock fell anyway. Three metrics from the next few quarters will separate a temporary pullback from something more telling about the AI capex cycle.
Nvidia stock has dropped after six earnings since 2024, and TSMC absorbed every hit better. Before August 26, analysts see 27% upside.
TAIPEI, Aug 14 (Reuters) - Taiwan's tech-reliant economy is expected to grow at its fastest pace in nearly four decades this year, the statistics agency said on Friday, upgrading its forecast due to
Strong earnings may no longer be enough for chip investors