Q
QuantAbundanceAbundância, quantificada.

Notícias

Apenas manchetes de alto sinal - eventos macro, resultados, M&A, regulatório. Listicles e clickbait de analistas filtrados por padrão. Atualizado a cada hora.

30,525 signal articles · 136 in last 24h · 154,708 total before filter · latest 1h ago
136last 24h
834last 7d
147● bullish (7d)
85● bearish (7d)
214publishers
AllMacro186Earnings100M&A126Regulatory18Product21Analyst19
✕ clear all filtersticker: SSNLFSentiment:bullishneutralbearish✓ showing all (incl. clickbait)
Even the DRAM Bears Are Committed to the Ride
etf.com56d agoneutral
Even the DRAM Bears Are Committed to the Ride

<p>It’s been a wild ride for investors in the <a href="https://www.etf.com/DRAM"><strong>Roundhill Memory ETF (DRAM)</strong></a> this year and it could just be getting started. Tune into the discussion from the recent <em>ETF Zoo</em> episode as the crew talks fortuitous timing and the bull vs. bear case for the fund looking ahead. </p>

South Korea’s Kospi index jumps more than 16% on a surge of chipmaking stocks
Associated Press56d agobullish
South Korea’s Kospi index jumps more than 16% on a surge of chipmaking stocks

South Korea’s Kospi index jumped more than 16% on Friday, tracking gains on Wall Street as artificial intelligence-related stocks bounced back after losses earlier this week. U.S. futures edged higher and oil prices rose. In early Asian trading, the Kospi surged at the open and ratcheted up, trading 16.5% higher at 6,515.40.

Bloomberg56d agoneutral
Amazon, Microsoft Results Show AI Spending Spree Remains Solid

(Bloomberg) -- Aggressive AI spending plans by Amazon.com Inc., Microsoft Corp. and Alphabet Inc. provided fresh evidence that demand for chips and related equipment will remain strong, offering relief to a sector that’s been battered in recent days. Most Read from BloombergChip Stocks Post Biggest Advance Since April 2025: Markets WrapUS Strikes Iran Again as Conflict Spreads Across Middle EastBond Yields at 19-Year High Send Warsh Credibility WarningWarner Bros. Deal Collapse Would Cost the El

Bloomberg56d agobullish
Korean Stocks Jump Record 14% on Renewed AI Trade Optimism

(Bloomberg) -- South Korean stocks climbed Friday, rebounding from steep losses earlier this week, as major technology firms’ spending plans refueled optimism on the artificial intelligence trade.Most Read from BloombergChip Stocks Post Biggest Advance Since April 2025: Markets WrapUS Strikes Iran Again as Conflict Spreads Across Middle EastBond Yields at 19-Year High Send Warsh Credibility WarningWarner Bros. Deal Collapse Would Cost the Ellisons $9.8 BillionMicrosoft’s $450 Billion Jump Is Big

Should Samsung’s US$200 Billion AI Chip Pact With Broadcom Reshape Action From AVGO Investors?
Simply Wall St.56d agoneutral
Should Samsung’s US$200 Billion AI Chip Pact With Broadcom Reshape Action From AVGO Investors?

Earlier this month, Samsung Electronics and Broadcom signed a long-term memorandum of understanding worth more than US$200 billion to supply high‑bandwidth memory and manufacture Broadcom’s next‑generation AI accelerators on Samsung’s advanced process technologies through 2030. This multi‑year collaboration materially strengthens Broadcom’s AI chip supply chain and capacity planning, potentially reinforcing its role at the core of large‑scale AI data‑center infrastructure. Against this...

Forkast News56d agoneutral
Samsung’s $200 Billion Broadcom Deal Is a Bid to Break TSMC’s AI Foundry Lock

Samsung Electronics is targeting a structural realignment in the AI semiconductor supply chain, positioning its foundry business as a vertically integrated alternative to TSMC’s dominance. The memorandum of understanding signed with Broadcom on July 25, 2026, at the AI Summit in San Francisco, carries an estimated value of more than $200 billion across memory and […]

Samsung’s foldable preorder surge comes with a retail catch
TheStreet57d agobullish
Samsung’s foldable preorder surge comes with a retail catch

Samsung Electronics (SSNLF) may have discovered a huge new growth market for its priciest smartphones, and it's not just in the biggest cities of India. The company said its Galaxy Z Fold8 Ultra, Galaxy Z Fold8, and Galaxy Z Flip8 received more than 271,000 pre-orders in India within 72 hours of ...

Samsung's 250-fold jump in chip profit
Reuters Videos57d agobullishVIDEO
Samsung's 250-fold jump in chip profit

<body><p>STORY: 2028... That's when Samsung says the chip shortage will extend until.</p><p>The world's biggest memory chipmaker posted a 250-fold jump in chip profit for the second quarter...</p><p>hitting $61.7 billion.</p><p>The South Korean firm signed multi-year supply deals with the five biggest global data center operators, and says it's nearing five more.</p><p>Samsung said almost all customers are now requesting multi-year contracts.</p><p>But the chip boom hurt another part of the business — Samsung's mobile division posted its first-ever loss of $484 million.</p><p>Samsung shares still fell 0.7% on the day, after climbing as much as 8.4% earlier.</p><p>Rival SK Hynix dropped 5.6%.</p><p>It follows a recent sell-off in chip stocks due to investor concerns about the mounting cost of AI infrastructure...</p><p>and competition from China that could squeeze earnings.</p><p>But Samsung's cash pile hit $116.3 billion, fueling expectations of big shareholder returns.</p></body>

Stocks to Watch: Meta, Adidas, Apple, Shell
The Wall Street Journal57d agoneutral
Stocks to Watch: Meta, Adidas, Apple, Shell

↘️ Adidas (XE:ADS): Shares of the German sportswear company tumbled 17% after it reported lower-than-expected earnings and higher marketing costs tied to the FIFA World Cup. ↗️ Microsoft (MSFT): Shares jumped more than 8% premarket after the company reported a 31% jump in profit late yesterday.