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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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Amkor Technology (AMKR) Is Up 6.7% After Dividend Approval And Advanced-Packaging Pipeline Updates
Simply Wall St.43d agoneutral
Amkor Technology (AMKR) Is Up 6.7% After Dividend Approval And Advanced-Packaging Pipeline Updates

Earlier this week, Amkor Technology’s board approved a quarterly cash dividend of US$0.08352 per share, payable on September 22, 2026 to shareholders of record as of September 2, 2026. Beyond the income payout, investors are closely watching Amkor’s growing advanced-packaging pipeline, underpinned by partnerships with TSMC and NVIDIA in AI and high-performance computing. We’ll now examine how Amkor’s expanding advanced-packaging opportunities could shape its investment narrative following...

Jim Cramer Reviews NVIDIA (NVDA) and Data Center Demand
Insider Monkey43d agoneutral
Jim Cramer Reviews NVIDIA (NVDA) and Data Center Demand

NVIDIA Corp. (NASDAQ:NVDA) was mentioned during the August 12 episode of Mad Money, as host Jim Cramer detailed the expansion across artificial intelligence infrastructure, as he said: Then today, aided by a benign consumer price index number, the data center stocks couldn’t be contained. Lumentum, which makes fiber optics, told a terrific tale… And finally, […]

Why Is Tether Looking Like a Central Bank?
Barrons.com43d agoneutral
Why Is Tether Looking Like a Central Bank?

Gold recent rally is mostly due to five big buyers: four central banks and Tether, a company that deals in cryptocurrency. Tether is buying for the very reasons that central banks are—to diversify its holdings and hedge against inflation and significant dollar weakness, which Tether’s crypto stablecoin USDT is pegged to. In the first half, Tether bought more than 27 metric tons of gold—matching Kazakhstan.

Nvidia scales back $250 billion OpenAI data center guarantee, WSJ reports
Reuters43d agoneutral
Nvidia scales back $250 billion OpenAI data center guarantee, WSJ reports

Nvidia has downsized ‌plans for ‌a $250 billion guarantee for ​an OpenAI data center, the Wall Street Journal ‌reported on ⁠Friday, citing people familiar with ⁠the matter. The revised plan ​would lower ​Nvidia's ​financial guarantee ‌to less than $120 billion to address investor concerns about risk for ‌the OpenAI ​data center, ​according ​to the ‌report. Reuters could not ​immediately ​verify the report.

JFrog (FROG) Is Up 7.4% After Raising Guidance On AI-Fueled Cloud Security Demand - Has The Bull Case Changed?
Simply Wall St.44d agoneutral
JFrog (FROG) Is Up 7.4% After Raising Guidance On AI-Fueled Cloud Security Demand - Has The Bull Case Changed?

In August 2026, JFrog reported Q2 results showing revenue rising to US$163.77 million with a sharply smaller net loss, while also issuing higher full-year revenue guidance and highlighting accelerating demand for its cloud and security offerings amid AI-driven software development. JFrog’s upcoming swampUP 2026 conference in New York, featuring security and AI leaders from Anthropic, Microsoft, NVIDIA and others, underlines its push to position the platform at the center of securing AI-era...

Intel’s stock buybacks: History & investor impact explained
TheStreet44d agobullish
Intel’s stock buybacks: History & investor impact explained

Intel once was the biggest chipmaker in the world. During the 1990s through the mid-2010s, Intel’s semiconductor powered most of the personal computers in businesses and homes worldwide. Nowadays, the company is playing catch-up, competing with other powerful players in the semiconductor industry — ...

Berkshire ups Alphabet stake under Greg Abel, making it a top-3 holding
Yahoo Finance Video44d agoneutralVIDEO
Berkshire ups Alphabet stake under Greg Abel, making it a top-3 holding

Berkshire Hathaway (BRK-A, BRK-B), under new CEO Greg Abel, increased its Alphabet position, making the Google parent its third-largest U.S.-listed equity holding by market value, behind Apple (AAPL) and American Express (AXP). According to a new filing, Berkshire held roughly 106 million Alphabet shares, valued at $37.9 billion, as of the end of June. Recent reporting confirms Berkshire invested about $10 billion in Alphabet during the second quarter.

Tiger Global Management cuts stakes in Big Tech, buys into SpaceX
Reuters44d agoneutral
Tiger Global Management cuts stakes in Big Tech, buys into SpaceX

Tiger Global Management trimmed several of its Big Tech stakes, exited Netflix, and took positions in Advanced ‌Micro Devices and SpaceX during the second quarter, according to ‌regulatory disclosures filed Friday. • The hedge fund cut its Alphabet holdings by 45.4% to 5.81 million shares as of June 30 from the end of March, and its Nvidia stake by 6.8% to 11.20 million shares. • ‌It trimmed its Microsoft ⁠stake by 9.3% to 2.27 million shares and its Amazon position by 3.2% to 9.68 million shares.