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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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Bloomberg62d agobearish
Korean Stocks See Record Wave of Trading Halts on Chip Selloff

(Bloomberg) -- South Korea’s stock selloff deepened as SK Hynix Inc.’s earnings disappointed, worsening the already‑jittery sentiment around artificial intelligenceMost Read from BloombergNvidia’s $750 Billion in Deals Reignite Circular AI FearsChip Rout Deepens on Circular Funding, China Competition FearsApple Set to Make Big Smart Home Push With Siri AI at CenterCitadel Securities Sees Warsh Delivering Surprise Fed HikeUEFA Considering Boycott of FIFA Tournaments in Brewing FeudThe benchmark K

South Korea's Kospi share index falls 8%, other Asian shares are also mostly lower
Associated Press62d agobearish
South Korea's Kospi share index falls 8%, other Asian shares are also mostly lower

South Korea’s Kospi stock index dropped more than 8% on Wednesday as doubts over massive investments in artificial intelligence once again led investors to dump shares. The latest rout was led by a plunge in shares in chipmaker SK Hynix after its operating profit in the last quarter fell short of analysts’ forecasts even though it soared sixfold to a record 60.5 trillion won ($41.2 billion). SK Hynix sank 12.6% while shares in Samsung Electronics dropped 8%.

Western Digital (WDC) Faces New China Barriers As Chip Selloff Deepens
Simply Wall St.62d agobearish
Western Digital (WDC) Faces New China Barriers As Chip Selloff Deepens

Chinese authorities have imposed new barriers on Western Digital’s Sandisk unit, adding fresh constraints on its China operations in 2026. These measures come as China ramps up state-backed initiatives and competitive efforts that weigh on foreign chipmakers’ supply chains and market access. The developments coincide with a wider chip sector selloff that has pushed the Nasdaq 100 into correction territory. Western Digital, traded as NasdaqGS:WDC, sits at the crossroads of flash storage,...

3 Out-of-Favor Stocks That Fall Short
StockStory62d agobearish
3 Out-of-Favor Stocks That Fall Short

The past year hasn’t been kind to the stocks featured in this article. Each has tumbled to its lowest point in 12 months, leaving investors to decide whether they’re witnessing fire sales or falling knives.

SK Hynix posts sixfold rise in Q2 profit on AI chip demand, misses forecasts
Reuters62d agobearish
SK Hynix posts sixfold rise in Q2 profit on AI chip demand, misses forecasts

South Korean chipmaker SK Hynix reported a more than sixfold ‌increase in quarterly operating profit to ‌a record high on Wednesday, driven by robust demand ​for advanced memory chips as big technology firms ramped up spending on AI data centres. The Nvidia supplier reported an operating profit of 60.5 ‌trillion won ($41.62 billion) ⁠for the April-June period, compared with 9.2 trillion won a year earlier. But it missed a 64 trillion won forecast by LSEG SmartEstimate, which is weighted toward ​analysts who ​are more consistently accurate.

SK Hynix's Record Profit Misses Investors' Lofty AI Expectations
Bloomberg62d agobearish
SK Hynix's Record Profit Misses Investors' Lofty AI Expectations

(Bloomberg) -- SK Hynix Inc.'s quarterly profit rose a smaller-than expected 557%, adding to heightened fears that an AI boom that has propelled the semiconductor industry may be decelerating. Most Read from BloombergChip Rout Deepens on Circular Funding, China Competition FearsNvidia's $750 Billion in Deals Reignite Circular AI FearsApple Set to Make Big Smart Home Push With Siri AI at CenterCitadel Securities Sees Warsh Delivering Surprise Fed HikeSpaceX Rebounds After Briefly Plunging 20% Bel

Bloomberg62d agobearish
SK Hynix’s Record Profit Misses Investors’ Lofty AI Expectations

(Bloomberg) -- SK Hynix Inc.’s quarterly profit rose a smaller-than expected 557%, adding to heightened fears that an AI boom that has propelled the semiconductor industry may be decelerating. Most Read from BloombergChip Rout Deepens on Circular Funding, China Competition FearsNvidia’s $750 Billion in Deals Reignite Circular AI FearsApple Set to Make Big Smart Home Push With Siri AI at CenterCitadel Securities Sees Warsh Delivering Surprise Fed HikeSpaceX Rebounds After Briefly Plunging 20% Bel

Walmart (WMT) Stock Could Be Pricey After The Salad Recall
Simply Wall St.62d agobearish
Walmart (WMT) Stock Could Be Pricey After The Salad Recall

Walmart stock has delivered a strong 151.4% return over the past five years, yet the latest Discounted Cash Flow (DCF) estimate points to the shares trading at a premium to intrinsic value, while market based multiples suggest pricing that is closer to fair. Over the past five years, a 151.4% total return highlights how much of Walmart's long term value story may already be reflected in the share price. Walmart's dominant grocery position and partnerships that support better inventory...

Skyworks Solutions (NASDAQ:SWKS) Exceeds Q2 Expectations But Stock Drops
StockStory62d agobearish
Skyworks Solutions (NASDAQ:SWKS) Exceeds Q2 Expectations But Stock Drops

Wireless chips maker Skyworks Solutions (NASDAQ: SWKS) reported revenue ahead of Wall Street’s expectations in Q2 CY2026, but sales fell by 3.1% year on year to $934.8 million. Guidance for next quarter’s revenue was better than expected at $1.04 billion at the midpoint, 0.8% above analysts’ estimates. Its non-GAAP profit of $1.08 per share was 4.8% above analysts’ consensus estimates.