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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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Reuters137d agoneutral
Tiger Global Management says it initiated new positions in Intel, Robinhood during first quarter of 2026

Hedge fund Tiger Global Management ‌said it initiated ‌new positions in an ​array of stocks including Intel and Robinhood Markets ‌during the ⁠first quarter of 2026, according ⁠to its most recent 13-F ​filing ​with ​the U.S. ‌Securities and Exchange Commission on Friday. The hedge fund also said it liquidated ‌stakes in ​companies such ​as ​Circle Internet ‌Group and Workday, ​while ​reducing its holdings of Microsoft ​and ‌Apollo Global Management. (Suzanne ​McGee in Providence, ​Rhode Island)

Investing.com137d agoneutral
Investing.com’s stocks of the week

Investing.com -- U.S. indices have declined so far on Friday, following a strong run, as markets take a breather and investors digest the latest macroeconomic and geopolitical news.

Bank of America resets AMD stock price target
TheStreet137d agoneutral
Bank of America resets AMD stock price target

Advanced Micro Devices (AMD) has gained more than 100% year to date, according to Yahoo Finance at the time of writing, Friday morning, May 15. Meanwhile, the SPDR S&P 500 index (SPY) is up slightly below 10% in the same period. AMD has outpaced the S&P 500 by a huge margin. That is ...

Microsoft Rises 4%, Resists NASDAQ Downtrend
24/7 Wall St.137d agoneutral
Microsoft Rises 4%, Resists NASDAQ Downtrend

Shares of Microsoft (NASDAQ:MSFT) are climbing in midday trading on Friday, up 4% to around $424.65 while the broader NASDAQ slides. The move stands out because nearly every other high-beta technology name is heading lower in the session. The NASDAQ 100 is down 1% intraday, with selling pressure concentrated in the names that have led ... Microsoft Rises 4%, Resists NASDAQ Downtrend

Intel Climbs 15% on Apple Chip Deal as Trader Warns on Upcoming Cisco Earnings
24/7 Wall St.137d agobullish
Intel Climbs 15% on Apple Chip Deal as Trader Warns on Upcoming Cisco Earnings

Friday’s CNBC Halftime Report on May 8 featured two very different AI market stories unfolding at the same time. One centered on growing optimism around Cisco Systems (NASDAQ:CSCO) ahead of earnings, while the other exploded mid-segment as Intel (NASDAQ:INTC) jumped double digits on reports of a preliminary chip manufacturing agreement with Apple (NASDAQ:AAPL). The Cisco ... Intel Climbs 15% on Apple Chip Deal as Trader Warns on Upcoming Cisco Earnings

The AI Chip Rally Is Masking a Dangerous Truth. Half the S&P 500 Is Being Left Behind
24/7 Wall St.137d agobullish
The AI Chip Rally Is Masking a Dangerous Truth. Half the S&P 500 Is Being Left Behind

The Philadelphia Semiconductor Index has climbed roughly 64% since late March. Nathan Peterson, Director of Derivatives Research and Strategy at Schwab, framed last week’s action around a single dominant theme on the firm’s Market Update podcast: “The driving engine behind last week’s push higher in stocks continued to be the AI infrastructure plays, especially in ... The AI Chip Rally Is Masking a Dangerous Truth. Half the S&P 500 Is Being Left Behind