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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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Investing.com136d agobullish
Daiwa lowers AMD rating after substantial rally

Investing.com -- Daiwa Capital Markets has downgraded Advanced Micro Devices to Outperform from Buy, citing the chipmaker's near-150% share price gain over the past 60 days, even as the firm raised its price target to $500 from $250 following a strong first-quarter earnings beat.

Producer Inflation Shock: PPI Spikes To 6%, Fanning Fed Hike Fears (UPDATED)
Benzinga136d agobullish
Producer Inflation Shock: PPI Spikes To 6%, Fanning Fed Hike Fears (UPDATED)

Editor’s note: This article was updated to add details and context. U.S. producer prices jumped the most since 2022 last month as the Strait of Hormuz energy shock continued to feed through the inflation pipeline, adding fresh concerns over the Federal Reserve’s rate outlook. The rate of increase in the headline Producer Price Index climbed from an upwardly revised 4.3% year-over-year in March to a whopping 6% in April, the Bureau of Labor Statistics reported Wednesday. The outcome largely toppe

Tower Semi forecasts upbeat quarterly revenue, signs $1.3 billion in AI chip deals
Reuters136d agobullish
Tower Semi forecasts upbeat quarterly revenue, signs $1.3 billion in AI chip deals

Tower Semiconductor on Wednesday forecast second-quarter revenue above estimates and said it landed $1.3 billion in ‌deals for 2027 to supply chips that use light to ‌move data at high speeds through artificial intelligence data centers. Strong demand for its ​analog and mixed-signal processors on the back of rising investment in data centers and AI helped boost the Israeli contract chipmaker's quarterly forecast, sending its U.S.-listed shares over 17% before the bell. Integrated circuits developed by ⁠the company are used by a wide range of industries including automotive, industrial, consumer electronics and communications.

Nebius reports higher quarterly capex on AI cloud expansion
Reuters136d agobullish
Nebius reports higher quarterly capex on AI cloud expansion

Nebius Group on Wednesday reported higher-than-expected first-quarter capital spending, driven by investments tied to the ‌procurement of graphics processing units and data center ‌hardware for its core AI cloud business. The company has grabbed a slice of ​the lucrative AI and cloud infrastructure market by providing Nvidia GPUs and computing platforms to developers. However, analysts have flagged Nebius' heavy capital spending as a major concern as the company aggressively ‌expands its global data ⁠center footprint, putting pressure on margins despite strong revenue growth.

Boring Beats Brilliant: How a Utilities ETF Has Quietly Trounced the S & P 500 in Nearly Every Recession This Century
24/7 Wall St.136d agobullish
Boring Beats Brilliant: How a Utilities ETF Has Quietly Trounced the S & P 500 in Nearly Every Recession This Century

Although the US economy has not undergone a genuine depression since the first part of the 20th century under Presidents Herbert Hoover and Franklin D. Roosevelt, the less severe recession has emerged numerous four times since 2000: 2001: The Dot-com bubble crash 2007-2008: The subprime mortgage banking meltdown 2020: The Covid-19 pandemic 2022: “Technical” recession ... Boring Beats Brilliant: How a Utilities ETF Has Quietly Trounced the S & P 500 in Nearly Every Recession This Century

Analysis-Sizzling semiconductor trade at risk of cooling - and stalling US stocks rally
Reuters136d agobullish
Analysis-Sizzling semiconductor trade at risk of cooling - and stalling US stocks rally

A stunning run-up in shares of semiconductor companies has helped drive the U.S. stock rally, but the eye-popping gains are sparking concerns about an overheated market and prompting some investors to prepare for a pullback. The latest wave of artificial-intelligence market enthusiasm is buoying semiconductors broadly, after bellwether Nvidia symbolized the AI trade ‌over most of the bull stock market that began in late 2022. "It's sort of a perfect mix - there is enough of a fundamental story, and then the technical story is also quite strong," said Steve ​Edwards, senior investment strategist at Morgan Stanley Wealth Management.

Stock Futures Rise as Trump Goes to China
Barrons.com136d agobullish
Stock Futures Rise as Trump Goes to China

Tech stocks looked set to rise on Wednesday as investors bought the dip ahead of President Donald Trump’s summit with China's premier Xi Jinping in Beijing. The three major indexes all slid on Tuesday after the April consumer price index report showed inflation picked up faster than expected last month. The market will be keeping a close eye on Trump’s trip to China, with the two leaders expected to discuss trade and the Iran war.

Gold Holds Decline as Jump in US Inflation Lifts Rate-Hike Odds
Bloomberg136d agobullish
Gold Holds Decline as Jump in US Inflation Lifts Rate-Hike Odds

(Bloomberg) -- Gold held a decline, after accelerating US inflation lifted the odds of the Federal Reserve raising interest rates this year. Most Read from BloombergAmbani’s Cola War With Coke, Pepsi Spurs Fridge Bonanza in IndiaInside a Year of Chaos and Conflict at Kevin Hart’s Media CompanyMamdani Scraps Property Tax Hike, Counts Second-Home RevenueIran Makes New Offer on Uranium in Response to US, WSJ SaysBullion was trading around $4,705 an ounce, after sliding 0.4% on Tuesday. The US consu

Germany’s Merck KGaA Raises Guidance
The Wall Street Journal136d agobullish
Germany’s Merck KGaA Raises Guidance

The outlook lift comes on expectations of stronger momentum in the group’s life-sciences unit, resilience in healthcare, as well as its first-quarter performance and market conditions.

Rate Cut Odds Just Collapsed to 5%. History Says This Is When Record Highs Get Tested.
24/7 Wall St.136d agobullish
Rate Cut Odds Just Collapsed to 5%. History Says This Is When Record Highs Get Tested.

Although Wall Street is sitting at fresh record highs, with the benchmark S&P 500 up 8% year to date and the technology-packed NASDAQ Composite riding a relentless AI capex wave, the bond market is telling a very different story this week. Per CME FedWatch as of late Monday, market-implied odds of a Federal Reserve rate ... Rate Cut Odds Just Collapsed to 5%. History Says This Is When Record Highs Get Tested.