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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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AMD Price Target Vaults to $460 at Citi on $132 Billion CPU Forecast. So Why Neutral?
24/7 Wall St.134d agoneutral
AMD Price Target Vaults to $460 at Citi on $132 Billion CPU Forecast. So Why Neutral?

An analyst firm just put a much bigger number next to Advanced Micro Devices (NASDAQ:AMD), yet stopped short of telling clients to buy. Citi raised its price target on AMD to $460 from $358 while keeping a Neutral rating, anchored to a sweeping new CPU forecast that pegs the market at $132 billion by 2030. ... AMD Price Target Vaults to $460 at Citi on $132 Billion CPU Forecast. So Why Neutral?

Buy, Hold or Sell Intel at Over $100?
24/7 Wall St.134d agoneutral
Buy, Hold or Sell Intel at Over $100?

Intel (NASDAQ:INTC) has more than tripled this year on a turnaround story that is real, and that is precisely the problem for anyone trying to put fresh money to work today. Intel makes the x86 CPUs that run most of the world’s PCs and servers, and under CEO Lip-Bu Tan it has become a contract ... Buy, Hold or Sell Intel at Over $100?

Is Nvidia's earnings just a small aspect of how its stock trades?
Yahoo Finance Video134d agoneutralVIDEO
Is Nvidia's earnings just a small aspect of how its stock trades?

Nvidia (NVDA) will be reporting its first quarter earnings this Wednesday, May 20. Morning Brief Host Julie Hyman and Barron's Investor Circle newsletter editor Josh Schafer take a closer look at whether Nvidia's earnings narrative is as big a proponent of the stock's overall trade that investors believe it to be.

Michael Burry Says Today’s Top 10 Stocks Surged 784% in a Year. The Pre-Dot-Com Number Was 622%.
24/7 Wall St.134d agobearish
Michael Burry Says Today’s Top 10 Stocks Surged 784% in a Year. The Pre-Dot-Com Number Was 622%.

My children often tell me that “today” is the best or worst day ever. Sometimes both land on the same day. Apparently it is possible to have the worst day ever multiple times a week. Unrelated. The benchmark S&P 500 keeps tagging fresh records and the tech-heavy Nasdaq Composite refuses to roll over. And yet ... Michael Burry Says Today’s Top 10 Stocks Surged 784% in a Year. The Pre-Dot-Com Number Was 622%.

Investing.com134d agoneutral
Citi lifts price targets on Intel and AMD, sees CPU TAM of $132B by 2030

Investing.com -- Citi lifted its price targets on Intel and AMD and introduced a new server CPU total addressable market (TAM) model that forecasts the segment could grow by 35% from $29.3 billion in 2025 to $131.5 billion by 2030, driven largely by surging demand for agentic AI applications.