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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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Intel Taps Qualcomm Veteran To Link PCs With Physical AI Growth
Simply Wall St.147d agoneutral
Intel Taps Qualcomm Veteran To Link PCs With Physical AI Growth

Intel (NasdaqGS:INTC) has hired former Qualcomm executive Alex Katouzian to lead its newly formed Client Computing & Physical AI Group. Katouzian brings decades of experience in mobile, compute, and AI hardware, including work on devices and platforms at Qualcomm. The move highlights Intel’s intent to push beyond traditional PC chips into AI hardware for robotics, autonomous systems, and next generation devices. For you as an investor, this role change comes as the chip industry focuses...

Elon Musk's SpaceX submits plans for $55B Terafab chip facility
Yahoo Finance Video147d agoneutralVIDEO
Elon Musk's SpaceX submits plans for $55B Terafab chip facility

Elon Musk's SpaceX (SPAX.PVT) has filed plans to invest $55 billion into building a Terafab facility in Texas, which will allow the company to produce in-house chips for its AI and robotics projects. Yahoo Finance Senior Autos Reporter Pras Subramanian dives into the details.

AMD stock surges as the chipmaker forecasts continued AI growth
Yahoo Finance Video147d agobullishVIDEO
AMD stock surges as the chipmaker forecasts continued AI growth

Advanced Micro Devices (AMD) stock surges higher on Wednesday after blowing past first quarter earnings estimates and second quarter guidance forecasts. Market Domination Host Josh Lipton and Yahoo Finance Tech Editor Dan Howley sit down to take a closer look at AMD's growth outlook as AI demand pushes chip stocks higher.

What Apple (AAPL)'s Massive Buyback And Chip Shift Means For Shareholders
Simply Wall St.147d agobullish
What Apple (AAPL)'s Massive Buyback And Chip Shift Means For Shareholders

In late April 2026, Apple reported second‑quarter results showing revenue of US$111.18 billion and net income of US$29.58 billion, alongside a 4% dividend increase and board approval of a new US$100 billion share repurchase program. At the same time, Apple began early discussions with Intel and Samsung about diversifying chip production away from sole reliance on TSMC, while managing legal settlements and supply constraints tied to rising AI-related memory demand. We’ll now examine how...