Q
QuantAbundanceAbundância, quantificada.

Notícias

Apenas manchetes de alto sinal - eventos macro, resultados, M&A, regulatório. Listicles e clickbait de analistas filtrados por padrão. Atualizado a cada hora.

30,627 signal articles · 44 in last 24h · 155,673 total before filter · latest 2h ago
44last 24h
846last 7d
141● bullish (7d)
89● bearish (7d)
214publishers
AllMacro196Earnings105M&A122Regulatory20Product21Analyst19
✕ clear all filtersticker: AMDSentiment:bullishneutralbearish✓ showing all (incl. clickbait)
Micron Jumps 7%: Is the Memory Maker Now a Structural AI Winner?
24/7 Wall St.145d agobullish
Micron Jumps 7%: Is the Memory Maker Now a Structural AI Winner?

Shares of Micron Technology (NASDAQ:MU) are up 7% in Monday morning trading, changing hands at around $579 after closing Friday at $542.21. The move extends a parabolic run that has Micron stock up 103% year to date (YTD) in 2026 and up a staggering 618% over the past year. The session’s push has reignited a ... Micron Jumps 7%: Is the Memory Maker Now a Structural AI Winner?

HSBC Downgrades AMD to Hold After 77% Rally: Is the AI Chip Trade Out of Steam?
24/7 Wall St.145d agoneutral
HSBC Downgrades AMD to Hold After 77% Rally: Is the AI Chip Trade Out of Steam?

Advanced Micro Devices (NASDAQ:AMD) stock received an analyst downgrade from HSBC on Monday, May 4, with the firm cutting its rating to Hold from Buy while nudging the price target to $340 from $335. The call lands one day before AMD reports its Q1 2026 earnings on May 5, and after a blistering 77% rally ... HSBC Downgrades AMD to Hold After 77% Rally: Is the AI Chip Trade Out of Steam?

AMD Will Be a $1 Trillion Company Faster Than You Think
24/7 Wall St.145d agoneutral
AMD Will Be a $1 Trillion Company Faster Than You Think

AMD’s conviction case is strengthening with every data point. Hyperscaler capex, server CPU share gains, and AI accelerator traction all reinforce the bull thesis on AMD (NASDAQ:AMD) heading into 2026. Here is the simple version. Hyperscalers are pouring money into data centers fast enough that every component in the rack is straining on the supply ... AMD Will Be a $1 Trillion Company Faster Than You Think

Market Greed Is Back: Oil and the Hormuz Strait Didn’t Get the Memo.
24/7 Wall St.145d agoneutral
Market Greed Is Back: Oil and the Hormuz Strait Didn’t Get the Memo.

The CBOE Volatility Index (CBOE:VIX) is up 2.2% today to hover just above 17, snapping back from Friday’s close as renewed Middle East tensions and crude price spikes reintroduce risk premium into options markets. The bounce comes one trading session after the S&P 500 set a fresh all-time high of 7,230, capping the index’s best ... Market Greed Is Back: Oil and the Hormuz Strait Didn’t Get the Memo.

Chip Stocks Soared 70%+ in April. Have They Gone Too Far?
24/7 Wall St.145d agobullish
Chip Stocks Soared 70%+ in April. Have They Gone Too Far?

Semiconductor stocks ripped higher in April, with several names posting one-month gains that would outperform one-year returns for most portfolios. On CNBC’s Halftime Report episode “Can the Market Move Higher in May?” (5/1/26), the panel openly split on a single question: Do you keep buying after a move this large, or sell on the risk ... Chip Stocks Soared 70%+ in April. Have They Gone Too Far?

Tech Giants Prop Up Nasdaq Composite as Oil Shock Tests Market Resilience
24/7 Wall St.145d agoneutral
Tech Giants Prop Up Nasdaq Composite as Oil Shock Tests Market Resilience

The Nasdaq Composite (^IXIC) is leaning on its biggest tech names this morning to absorb a fresh oil shock, with index futures hovering near flat after climbing well off their overnight lows. A 3% spike in crude on renewed Iran tensions is the main drag, but blowout earnings from Alphabet and Amazon late last week ... Tech Giants Prop Up Nasdaq Composite as Oil Shock Tests Market Resilience

Here Are Monday’s Top Wall Street Analyst Research Calls: Advanced Micro Devices, Airbnb, Alphabet, Check Point Software, GlobalFoundries, Internatioinal Paper, Trade Desk, and More
24/7 Wall St.145d agoneutral
Here Are Monday’s Top Wall Street Analyst Research Calls: Advanced Micro Devices, Airbnb, Alphabet, Check Point Software, GlobalFoundries, Internatioinal Paper, Trade Desk, and More

Pre-Market Stock Futures: Futures are trading lower as we start off the new week, as oil surges higher amid reports that a U.S. warship was turned back in the Strait of Hormuz, but what a start we had to the new month on Friday. The Thursday close on April’s last trading day marked the best ... Here Are Monday’s Top Wall Street Analyst Research Calls: Advanced Micro Devices, Airbnb, Alphabet, Check Point Software, GlobalFoundries, Internatioinal Paper, Trade Desk, and More

Latest News In AI Chips - Revolutionizing Fleet Charging with Nexus Megawatt System
Simply Wall St.145d agoneutral
Latest News In AI Chips - Revolutionizing Fleet Charging with Nexus Megawatt System

Tellus Power has unveiled the Nexus Megawatt Charging System (MCS), a central feature of its innovative Nexus platform aimed at enhancing high-power distributed charging for fleet and commercial applications. The modular system delivers power outputs ranging from 600kW to 1.2MW and supports various charging standards to facilitate deployment across diverse site configurations. Designed to improve energy utilization and power management, the Nexus MCS centralizes power distribution to...

Jobs Report, Tech Earnings: What to Watch This Week
The Wall Street Journal145d agoneutral
Jobs Report, Tech Earnings: What to Watch This Week

Investors won’t get too much of a respite from a big week trading the AI boom, with Palantir, Advanced Micro Devices, and CoreWeave reporting earnings. A bevy of data about the U.S. jobs market will also be watched closely, culminating in April nonfarm payroll numbers Friday.

How Riot’s AI Data Center Pivot and Wider AMD Deal May Reshape Riot Platforms (RIOT) Investors
Simply Wall St.146d agoneutral
How Riot’s AI Data Center Pivot and Wider AMD Deal May Reshape Riot Platforms (RIOT) Investors

Riot Platforms has already reported first-quarter 2026 results, with revenue rising to US$167.22 million while sales fell to US$111.90 million, and net loss widening to US$500.48 million or US$1.44 per share. The quarter marked Riot’s first meaningful data center income of US$33.20 million and a major expansion of its long-term AI infrastructure lease with AMD, underscoring the company’s shift away from relying solely on Bitcoin mining. Next, we’ll examine how Riot’s new AI data center...