Apenas manchetes de alto sinal - eventos macro, resultados, M&A, regulatório. Listicles e clickbait de analistas filtrados por padrão. Atualizado a cada hora.
A global bond selloff sent long-term yields surging to levels not seen in over a year, and the chips sector is bearing the brunt as traders reprice the market's most ambitious AI growth bets.
Microsoft, Intel and Bank of America lead this week's stock picks, with AMREP and United Bancorp offering microcap opportunities.
Palantir posted record software growth while Intel staged its biggest revenue comeback in fifteen years, and choosing between them for the second half of 2026 comes down to a single uncomfortable question about valuation versus velocity.
Intel has outperformed the technology sector, yet analysts remain unsure about the stock’s outlook.
Kasm Technologies recently expanded its partnership with Intel to deliver private, local AI for enterprises using Kasm AI Workspaces on Intel Xeon 6 processors with AMX, enabling GPU-free, on-premises large language model inference that keeps sensitive data inside corporate perimeters. This collaboration highlights how Intel’s CPU, NPU, and GPU portfolio can underpin a unified, privacy-focused AI deployment path that is already gaining traction in regulated sectors that cannot send data to...
This is no longer just a chip company; it is becoming the central bank for the AI revolution. NVIDIA is helping establish financing platforms to raise over $500 billion of third-party capital for its customers. It has also directly invested nearly $50 billion in the Frontier AI labs, effectively underwriting its own demand.
The programs the deal covers in the near term were already inside the targets management had published, and it is connectivity rather than custom silicon that management points to for the raise that did arrive.
Microsoft's AI momentum and Azure expansion support growth, while capacity constraints and competition remain key challenges ahead.
Corning and Applied Materials both fuel the AI infrastructure boom, but from opposite ends of the chip supply chain. Here's the stronger buy.
(Updates with SK Hynix's response in the headline and in first and second paragraphs.) SK Hynix (
And CFO David Zinsner just explained why.
↘️ PG&E (PCG): Shares of the California utility sank 8% premarket after lawmakers over the weekend introduced wildfire legislation that left out Gov. Gavin Newsom’s proposal to block insurance companies from suing utilities for wildfire-related claims.
The reported move would reduce SK Hynix’s heavy reliance on TSMC and bring Intel a major customer for its foundry business.
Nvidia announced stellar second-quarter results, but one number is particularly bad news for some of its chip competitors.
Intel spent most of the past decade as the semiconductor industry’s cautionary tale, until a 2026 turnaround powered by a U.S. government stake, a $5 billion Nvidia investment, and a new CEO rocketed the stock from under $24 to as...
AMD crossed 30% in client CPUs, yet its bigger win over Intel is in the data center that actually drives profits.
Technology changes fast, but electricity doesn't.
The chipmaker exited NAND memory in one of the semiconductor industry's biggest asset sales. Nearly six years later, the market has put a price on what it walked away from.
Nvidia just dropped $20 billion on SpaceX. Which company will be next?
One striking market signal shows how much has changed
Intel (INTC) concluded the recent trading session at $89.47, signifying a -2.85% move from its prior day's close.
Intel (NasdaqGS: INTC) expanded its partnership with Kasm Technologies to support compliant, local AI workloads on Intel Xeon 6 processors for regulated enterprises. The company joined industry partners to launch TRACE, an open standard aimed at providing verifiable AI governance and runtime evidence across diverse infrastructure. Intel introduced next generation AI processors targeting enterprise, data center, and edge deployments to address performance, power efficiency, and cost needs at...
Nvidia Breaks Away From the Chip Pack as Sector Correlation Falls Near Zero
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