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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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ARM Holdings Rockets 18%, Microsoft, Dell Rise on RTX Spark AI PC Launch
24/7 Wall St.117d agoneutral
ARM Holdings Rockets 18%, Microsoft, Dell Rise on RTX Spark AI PC Launch

Arm Holdings (NASDAQ:ARM) stock is ripping higher in midday trading on Monday, June 1, jumping 18% to around $416 after NVIDIA‘s (NASDAQ:NVDA) RTX Spark Superchip launch validated the Arm architecture as the foundation for the next wave of AI PCs. The move builds on an already extraordinary run. ARM stock closed Friday at $353.29 and ... ARM Holdings Rockets 18%, Microsoft, Dell Rise on RTX Spark AI PC Launch

NVIDIA Rallies 4% on RTX Spark Launch as Qualcomm Falls 7% on AI PC Competition Fears
24/7 Wall St.117d agobearish
NVIDIA Rallies 4% on RTX Spark Launch as Qualcomm Falls 7% on AI PC Competition Fears

Shares of NVIDIA (NASDAQ:NVDA) are up 4% in midday trading Monday, changing hands near $220 after the chipmaker unveiled its RTX Spark superchip at Computex 2026. The rally lifts NVDA stock well above Friday’s $211 close. The opposite story is playing out at Qualcomm (NASDAQ:QCOM). QCOM stock is down 7% to roughly $234, with an ... NVIDIA Rallies 4% on RTX Spark Launch as Qualcomm Falls 7% on AI PC Competition Fears

Down From Its Highs, This No-Brainer Tech Titan Is a Clear-Cut “Buy and Hold Indefinitely” Stock
24/7 Wall St.117d agobullish
Down From Its Highs, This No-Brainer Tech Titan Is a Clear-Cut “Buy and Hold Indefinitely” Stock

Microsoft’s entrenched software franchise generates enough cash to fund the next platform shift without ever needing permission from the market, a profile that long-term holders have historically rewarded. Microsoft (NASDAQ:MSFT) trades at $450.24, well off its 52-week high of $551.05 and down 6.49% year to date. For a retirement-focused investor who has been burned chasing ... Down From Its Highs, This No-Brainer Tech Titan Is a Clear-Cut “Buy and Hold Indefinitely” Stock

Exclusive-EU cloud rules to curb Big Tech's access to strategic tenders, draft document shows
Reuters117d agoneutral
Exclusive-EU cloud rules to curb Big Tech's access to strategic tenders, draft document shows

BRUSSELS/AMSTERDAM, June 1 (Reuters) - The European Union plans to propose strict criteria for cloud computing services in highly critical state tenders that could exclude Amazon, Microsoft and Google from such ‌projects, according to documents seen by Reuters. The proposal is part of the European Commission's Cloud and AI Development ‌Act, which EU tech chief Henna Virkkunen will unveil on Wednesday as part of a package aimed at reducing the bloc's dependence on U.

Are AI stocks getting too expensive?
Yahoo Finance Video117d agoneutralVIDEO
Are AI stocks getting too expensive?

Yahoo Finance Executive Editor Brian Sozzi and the Opening Bid panel — Sevens Report Research Founder Tom Essaye, Yahoo Finance Senior Business Reporter Ines Ferre, and Markets & Data Editor Jared Blikre discuss the state of the AI trade and whether soaring valuations have left AI stocks overpriced.

The value Nvidia's new chips will add to Windows PCs
Yahoo Finance Video117d agoneutralVIDEO
The value Nvidia's new chips will add to Windows PCs

Nvidia stock (NVDA) cruises higher to start off Monday trading after CEO Jensen Huang revealed its new N1X and RTX Spark chips at Computex Taipei 2026 over the weekend. Yahoo Finance Tech Editor Dan Howley highlights what these new chips could add to Nvidia's specs for personal computer designs.

Up 3x, How Dell Went From Box Assembler to AI Powerhouse
Trefis117d agoneutral
Up 3x, How Dell Went From Box Assembler to AI Powerhouse

Dell Technologies (DELL) has become one of the market's biggest AI winners, with the stock tripling this year and jumping nearly 60% in the past week alone. The rally has pushed Dell's price-to-sales multiple from less than 0.8x to more than 2.5x, a valuation once reserved for much faster-growing software companies, while lifting the stock to roughly 23x forward earnings, levels that would have seemed unthinkable for a company long associated with PCs and commodity servers. Is this simply AI-fue

Why Google Stock Outshines Amazon
Trefis117d agoneutral
Why Google Stock Outshines Amazon

Amazon (AMZN) commands a persistent premium valuation from the broader market, trading at roughly 32x based on its current market price and TTM EPS. That is great for Amazon. But wait a minute, Alphabet (GOOG) currently sits at a noticeably more attractive 29x multiple. Hard to believe, but the market prices Amazon at a persistent premium to Google. This, despite the fact that Google's top-line revenue growth for the first quarter of 2026 stood at 22% compared to just 17% for Amazon, a growth pr

ChatGPT Stock Portfolio Includes This Little-Known AI and Data Center Stock
Insider Monkey117d agoneutral
ChatGPT Stock Portfolio Includes This Little-Known AI and Data Center Stock

We just covered the ChatGPT Stock Portfolio: Top 7 Picks For 2026. Credo Technology Group (NASDAQ:CRDO) ranks #5 (see ChatGPT Stock Portfolio: Top 4 Picks For 2026). Number of Hedge Funds: 59 Credo Technology Group (NASDAQ:CRDO) makes high-speed connectivity products that are used inside AI data centers. These products help move data quickly and efficiently […]

Top 5 Stocks That Will Profit From Nvidia’s PC Market Invasion of Intel Territory
24/7 Wall St.117d agoneutral
Top 5 Stocks That Will Profit From Nvidia’s PC Market Invasion of Intel Territory

CNBC’s Dominic Chu confirmed this morning that Nvidia’s new PC chip lands in Dell and Lenovo laptops and desktops starting fall 2026, runs on Microsoft Windows, and targets thin-and-light form factors capable of running large AI models and higher-end games. That is a frontal assault on Intel’s last fortress in mainstream computing. Five US-listed stocks ... Top 5 Stocks That Will Profit From Nvidia’s PC Market Invasion of Intel Territory