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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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Taiwan Semiconductor Manufacturing Company (TSM) Raises Guidance as Demand for Advanced Chips Soars
Insider Monkey17d agobullish
Taiwan Semiconductor Manufacturing Company (TSM) Raises Guidance as Demand for Advanced Chips Soars

Diamond Hill Capital, a First Eagle Investment Management company, issued its Q2 2026 investor letter for its “International Fund”. The letter can be downloaded here. The Fund returned 7.76% in the quarter, underperforming the MSCI ACWI ex USA Index’s 14.49% gain. Performance was driven by stock selection in health care and consumer discretionary sectors, while information technology […]

Asian shares are mixed as chipmaker shares rally in Tokyo and Seoul
Associated Press18d agobullish
Asian shares are mixed as chipmaker shares rally in Tokyo and Seoul

Asian shares were trading mixed on Monday, with benchmarks in Tokyo and Seoul leading gains thanks to buying of computer chipmakers' stocks. Japan's benchmark Nikkei 225 added 1.7% to 66,104.93, while South Korea’s Kospi jumped 3.3% to 6,907.53. Shares in Samsung Electronics jumped 4.5% and memory chipmaker SK Hynix surged 6.2%.

NetApp Raised Guidance as Ciena’s Revenue Jumped 37%. Are AI Networks and Storage Finally Converting Into Earnings?
Insider Monkey20d agobullish
NetApp Raised Guidance as Ciena’s Revenue Jumped 37%. Are AI Networks and Storage Finally Converting Into Earnings?

NetApp and Ciena delivered unusually strong results within a day of each other. NetApp’s fiscal Q1 revenue rose 30% to $2.03 billion, all-flash array sales grew 47% to $1.3 billion, and management raised full-year guidance. Ciena’s fiscal Q3 revenue climbed 37% to $1.67 billion, while adjusted earnings per share rose 215% to $2.11. NetApp, Inc. […]

Fed Fears Overpower Chip Jump, Sending Stock Market Lower
Barrons.com20d agobullish
Fed Fears Overpower Chip Jump, Sending Stock Market Lower

Stocks slipped on Friday, as worries mounted that the Federal Reserve will hike rates later this month. Chip stocks were a bright spot with the PHLX Semiconductor Index rising 3.4%, but it wasn't enough to offset broader market weakness. Odds that the Fed will raise rates rose to 58% after the August jobs report was released Friday, according to the CME FedWatch tool.

Coinbase Slides as Hot Jobs Report Dents 10% Rally
Benzinga Prediction Markets20d agobullish
Coinbase Slides as Hot Jobs Report Dents 10% Rally

Coinbase Global Inc. (NASDAQ:COIN) shares fell roughly 4% Friday, eroding part of Thursday’s 10.1% surge after a stronger-than-expected jobs report revived bets on a Federal Reserve rate hike and knocked Bitcoin (CRYPTO: BTC) below $80,000. The stock closed at $192.70...