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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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How Much Of Micron's Revenue Has A Price Ceiling?
Trefis3d agoneutral
How Much Of Micron's Revenue Has A Price Ceiling?

Once every planned deal is signed, Micron Technology (MU) expects about 40% of its revenue to sit under fixed prices or price ceilings near calendar Q2 2026 market levels. That matters because higher pricing drove most of the jump to a record gross margin in fiscal Q3 2026. The contracts typically run five years, and the largest also lock in a floor. But the ceiling is the number a holder should worry about most.

Could Nvidia's prospects in China shift following the Trump and Xi's meeting?
Yahoo Finance Video3d agoneutralVIDEO
Could Nvidia's prospects in China shift following the Trump and Xi's meeting?

US President Trump and Chinese President Xi are set to meet this week at a summit to discuss AI, war in Iran, trade negotiations, and more. Yahoo Finance Executive Editor Brian Sozzi chats with Epistrophy Capital Research chief market strategist Cory Johnson and Laffer Tengler Investments CEO and CIO Nancy Tengler about what the summit could mean for Nvidia's (NVDA) position in China.

Craneware Gets a Painful Growth Reset
Moby3d agoneutral
Craneware Gets a Painful Growth Reset

The healthcare-software group plunged after cyber fallout and disruption to America’s 340B drug-pricing market forced management to slash near-term revenue expectations.