Notícias
Apenas manchetes de alto sinal - eventos macro, resultados, M&A, regulatório. Listicles e clickbait de analistas filtrados por padrão. Atualizado a cada hora.
The stock market is near highs but oil prices and yields are headwinds with Trump issuing new Iran threats. Nvidia and Walmart earnings loom.
(Bloomberg) -- Shares of chipmakers are increasingly dominating the S&P 500 Index, powering stocks to record highs while stirring concerns over the rally’s durability. Most Read from BloombergWinners and Losers From Trump and Xi’s Beijing Summit TalksHormuz Oil Flows Creep Higher as More Supertankers ExitUS, Iran Stall on Hormuz Reopening as Oil Supplies TightenTrump Gets Revenge on Republican Who Voted to Convict HimHow Keir Starmer Imploded and Plunged Britain Into More ChaosA selloff on Frida
BXDC starts trading on May 14.
Pre-Market Stock Futures: Futures are trading mixed on Wednesday, after a rough day for technology stocks and the Nasdaq. The combination of the prospect of a longer struggle with Iran, and higher inflation, which soared to 3.8% annually, the highest since May 2023, while the core number, which is less food and energy, rose to ... Here Are Wednesday’s Top Wall Street Analyst Research Calls: Advanced Micro Devices, Akamai Technologies, HEICO, Johnson & Johnson, MasTec, MercadoLibre, Sandisk, Snap
June S&P 500 E-Mini futures (ESM26) are up +0.25%, and June Nasdaq 100 E-Mini futures (NQM26) are up +0.79% this morning, buoyed by gains in technology stocks, while investors gear up for crucial U.S. producer inflation data and the highly anticipated Trump-Xi summit.
Semis took a breather, and so did stocks. A reversal for the semiconductor sector brought the market to a standstill. The S&P 500 fell 0.2%, and the Nasdaq composite dropped 0.7%. The Dow Jones Industrial Average added just 56 points, or 0.
Earlier on May 12, I wrote about SanDisk (SNDK) hitting 80 relative strength index, or RSI, one of the most extreme overbought readings in the stock market. The AI memory trade, I noted, was running at a pace that rarely ends quietly. Then Micron (MU) showed up with its own flashing signal too. ...
What Happened in Markets Today Semis took a breather, and so did stocks. A reversal for the semiconductor sector brought the market to a standstill. The S&P 500 fell 0.2%, and the Nasdaq composite dropped 0.
The S&P 500 Index ($SPX ) (SPY ) on Tuesday closed down -0.16%, the Dow Jones Industrial Average ($DOWI ) (DIA ) closed up +0.11%, and the Nasdaq 100 Index ($IUXX ) (QQQ ) closed down -0.87%. June E-mini S&P futures (ESM26 ) fell -0.16%, and June E-mini Nasdaq futures...
I have been covering markets long enough to know that when a stock hits a 80 relative strength index, or RSI, on a price chart, you stop and pay attention. Not because it means the stock will crash - it doesn't guarantee that. But because it means the market is pricing in perfection at a speed that ...
The S&P 500 Index ($SPX ) (SPY ) today is down -0.74%, the Dow Jones Industrial Average ($DOWI ) (DIA ) is down -0.55%, and the Nasdaq 100 Index ($IUXX ) (QQQ ) is down -1.45%. June E-mini S&P futures (ESM26 ) are down -0.74%, and June E-mini Nasdaq futures...
The S&P 500 Index ($SPX ) (SPY ) today is down -0.44%, the Dow Jones Industrial Average ($DOWI ) (DIA ) is down -0.74%, and the Nasdaq 100 Index ($IUXX ) (QQQ ) is down -0.72%. June E-mini S&P futures (ESM26 ) are down -0.38%, and June E-mini Nasdaq futures...
Retail investors are piling into AI-linked chip and hardware names as valuation concerns rise after a six-week semiconductor surge.
Chipmaker Cerebras Systems increased the size of an upcoming initial public offering in a sign of continued strong demand for AI stocks.
June S&P 500 E-Mini futures (ESM26) are down -0.03%, and June Nasdaq 100 E-Mini futures (NQM26) are down -0.04% this morning, pointing to a muted open on Wall Street as oil prices and bond yields climbed after U.S. President Donald Trump slammed Iran’s response to a U.S. peace proposal.
Welcome to the great chip-stock melt-up of 2026. Intel is now up 239% this year. Sandisk shares have surged 558%. South Korea’s largest stock index has nearly doubled. And the S&P 500’s semiconductor companies have added roughly $3.
A year ago, investors had all but left Intel for dead. Now, the chip maker’s shares are going parabolic, notching their first record in 26 years, then soaring past it. Intel is now up 239% this year.
📈 Follow our live markets data and coverage. Hold on a minute, didn’t they change their name to “Strategy?” Sorry, we were looking at a table of stock performance ending in March 2000, not today. As Jonathan Krinsky and his team at BTIG point out, many of today’s marquee companies also were top performers back then.
May 8 (Reuters) - U.S. stock index futures rose on Friday as a recovery in chipmakers helped offset worries about renewed U.S.-Iran tensions, while investors looked ahead to a crucial employment
Shares of Sandisk Corporation (SNDK) have been flying high as investors pile into semiconductor names and memory-related stocks. The stock has surged nearly 100% over the past month and closed at $1,409.98 on May 6, extending a massive rally that has pushed shares up nearly 500% year to date, ...
Sandisk and Micron are now generating around 80 cents of gross profit for every dollar of revenue. That compares to a wide range historically, from single digits to around 60 cents on the dollar. That seems unsustainably high for companies in the very expensive business of physically manufacturing chips, but AI demand is changing the game.
Profits have never been a sure thing in the volatile industry. Memory chip makers Micron Technology and Sandisk as well as hard-drive makers Seagate and Western Digital have all produced annual operating losses at least once in just the last three years. Sandisk and Micron are now generating around 80 cents of gross profit for every dollar of revenue.
Futures rose. President Trump "paused" his Hormuz opening effort. AI plays AMD, Astera Labs, Lumentum, Arista were earnings movers late.
