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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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Forget Intel. Its Own Executives Are Cashing Out and This Is the Chip Stock You Should Own Instead
24/7 Wall St.136d agoneutral
Forget Intel. Its Own Executives Are Cashing Out and This Is the Chip Stock You Should Own Instead

Intel (NASDAQ:INTC) has roughly tripled this year on a turnaround narrative wrapped around AI inference workloads, a fresh Google partnership, and selection as the host CPU for NVIDIA‘s (NASDAQ:NVDA) DGX Rubin systems. But here’s what you should actually be watching. The Intel Rally Is a Crowded Trade Dressed Up as a Comeback Intel is up ... Forget Intel. Its Own Executives Are Cashing Out and This Is the Chip Stock You Should Own Instead

Latest News In Cloud AI - AI Investment Surge Highlights Growth and Challenges
Simply Wall St.136d agobullish
Latest News In Cloud AI - AI Investment Surge Highlights Growth and Challenges

Global investment in artificial intelligence (AI) technology surged to $297 billion in 2024 as enterprise adoption accelerates beyond pilot programs, according to BCC Research's recent report. The significant increase in venture funding, primarily directed towards AI-focused companies, underscores a shift in the industry towards production-scale deployment. U.S. companies dominate private AI investments, highlighting a clear technological leadership, while corporate giants such as Google,...

Trump Bought the Software Stock Slump—and More Revelations From His Trades
Barrons.com136d agobearish
Trump Bought the Software Stock Slump—and More Revelations From His Trades

President Donald Trump has been busy in the stock market. Trump disclosed purchases and sales of hundreds of millions of dollars worth of U.S. stocks in the first quarter, according to a disclosure released by the U.S. Office of Government Ethics. Trump purchased between $1 million and $5 million worth of ServiceNow Adobe Workday on Feb. 10, the disclosure revealed.

Is Apple (AAPL) One of the Best US Stocks to Invest in According to Billionaires?
Insider Monkey136d agoneutral
Is Apple (AAPL) One of the Best US Stocks to Invest in According to Billionaires?

Apple Inc. (NASDAQ:AAPL) is included among the 10 Best US Stocks to Invest in According to Billionaires. Apple Inc. (NASDAQ:AAPL) designs, manufactures, and markets smartphones, personal computers, tablets, wearables, and accessories worldwide. Apple Inc. (NASDAQ:AAPL) made headlines on May 8 when a Wall Street Journal report revealed that the tech giant has reached a preliminary […]

Apple And OpenAI Rift Puts AI Partnerships And Investor Focus In Spotlight
Simply Wall St.136d agobullish
Apple And OpenAI Rift Puts AI Partnerships And Investor Focus In Spotlight

Apple’s partnership with OpenAI has reportedly become strained, with OpenAI preparing potential legal action. The dispute centers on alleged shortfalls in Apple’s delivery of commercial and integration commitments under a multi year agreement. The tension is emerging as Apple expands its AI offerings and opens its ecosystem to additional third party AI providers. For investors following Apple, NasdaqGS:AAPL, the dispute lands at a time when the stock is trading around $298.21 and has...

Bloomberg137d agoneutral
OpenAI May Raise More Money as Compute Crunch Deepens, CFO Says

(Bloomberg) -- OpenAI Chief Financial Officer Sarah Friar said the ChatGPT maker may raise more capital even after completing what she described as the largest private fundraising round ever, as the company races to secure computing power to meet surging AI demand.Most Read from BloombergHormuz Oil Flows Creep Higher as More Supertankers ExitIran’s Kharg Island Oil Jetties Empty Again Yesterday, Satellite ShowsWhat Is The Thucydides Trap and Why Did Xi Raise It With Trump?Xi Tells US CEOs on Tru

Wall Street Hearts AI, as Blockbuster IPO Shows
The Wall Street Journal137d agoneutral
Wall Street Hearts AI, as Blockbuster IPO Shows

The strong reception comes after enthusiasm for AI companies and chip hardware helped the S&P 500 and the tech-laden Nasdaq composite rebound quickly from Iran war concerns and soar to new records. At the other end of the spectrum, Honda reported its first annual loss as a listed company—equivalent to $2.7 billion. 2. Security researchers say they have discovered a new way of circumventing Apple’s state-of-the-art security technology.

Jim Cramer Isn’t Impressed By Well Known Analyst’s Comments On Apple (AAPL)
Insider Monkey137d agoneutral
Jim Cramer Isn’t Impressed By Well Known Analyst’s Comments On Apple (AAPL)

We recently published Jim Cramer Revealed His Big AI Investing Fear & Discussed These 20 Stocks. Apple Inc. (NASDAQ:AAPL) is one of the stocks discussed by Jim Cramer. Even though consumer electronics giant Apple Inc. (NASDAQ:AAPL) has lost its place as the world’s most valuable company to NVIDIA, it nevertheless remains one of Cramer’s top […]

Jim Cramer Shares Key Facts About Corning (GLW)
Insider Monkey137d agoneutral
Jim Cramer Shares Key Facts About Corning (GLW)

We recently published Jim Cramer Revealed His Big AI Investing Fear & Discussed These 20 Stocks. Corning Incorporated (NYSE:GLW) is one of the stocks discussed by Jim Cramer. Optical connectivity equipment manufacturer Corning Incorporated (NYSE:GLW)’s shares are up by 324% over the past year and by 123% year-to-date. Several analysts have discussed the firm recently. […]

NVIDIA Robs All of Big Tech. Except Apple
24/7 Wall St.137d agoneutral
NVIDIA Robs All of Big Tech. Except Apple

Here is the trade of the decade: hyperscalers are spending hundreds of billions on AI infrastructure, and almost all of that money lands on one company’s income statement. NVIDIA (NASDAQ:NVDA) just guided fiscal first quarter 2027 revenue to roughly $78 billion, on top of full year fiscal 2026 revenue of $215.94 billion, all delivered at ... NVIDIA Robs All of Big Tech. Except Apple

Apple Stock Keeps Hitting New Highs. It’s More Than Just the iPhone.
Barrons.com137d agoneutral
Apple Stock Keeps Hitting New Highs. It’s More Than Just the iPhone.

Apple stock continues to notch one record after another, extending this year’s impressive rebound. Evercore ISI doesn’t see the momentum stopping anytime soon, for more reasons than just growing iPhone sales. Amit Daryanani increased his price target for Apple to $365 from $330 on Thursday, which implies a 22% increase from the stock’s last closing price of $298.87.

Xi Warns Trump of Possible “Clash” Over Taiwan Just Hours Before Banquet Toast
24/7 Wall St.137d agoneutral
Xi Warns Trump of Possible “Clash” Over Taiwan Just Hours Before Banquet Toast

Hours before lifting a glass with President Trump at a state banquet in Beijing’s Great Hall of the People on Thursday, Chinese leader Xi Jinping delivered a pointed warning about Taiwan. If the issue is “handled poorly,” Xi said, the two countries could “collide or even clash,” putting the entire U.S.-China relationship in “an extremely ... Xi Warns Trump of Possible “Clash” Over Taiwan Just Hours Before Banquet Toast

Intel Just Ripped 82% in a Month, but Is It Beating AMD?
24/7 Wall St.137d agobullish
Intel Just Ripped 82% in a Month, but Is It Beating AMD?

Shares of Intel (NASDAQ:INTC) are trading at $115 in midday action Thursday, down 4% on the session. Even with today’s pullback, INTC stock has gained 82% over the past month, a truly impressive move. The natural question for chip investors is whether Intel is actually beating Advanced Micro Devices (NASDAQ:AMD). AMD stock is at $445, ... Intel Just Ripped 82% in a Month, but Is It Beating AMD?

Investing.com137d agobullish
Apple stock dips 1% on report of strained OpenAI partnership

Investing.com -- Apple Inc. (NASDAQ:AAPL) shares hit a session low Thursday afternoon, falling 1% after Bloomberg reported that the company’s partnership with OpenAI has become strained, with the AI startup preparing possible legal action.