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Notícias

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

30,438 signal articles · 135 in last 24h · 154,019 total before filter · latest 56m ago
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Investing.com21d agobullish
Macquarie upgrades Broadcom on Anthropic compute ramp

Investing.com -- Macquarie upgraded Broadcom to outperform in a note to clients on Thursday, arguing that the risk from Google bringing chip production in-house has largely played out and that the company is now the cleanest listed way to gain exposure to artificial intelligence developer Anthropic's compute buildout.

Investing.com21d agoneutral
Oil pulls back, Broadcom disappoints - what’s moving markets

Investing.com - U.S. stock futures were little changed on Wednesday evening as investors weighed renewed tensions between the U.S. and Iran, rising interest-rate concerns and a fresh batch of corporate news. Oil prices eased after a three-day rally, while investors looked ahead to Friday’s key U.S. labor market report for clues on the Federal Reserve’s next move.

Broadcom Q3 Earnings Call Highlights
MarketBeat22d agoneutral
Broadcom Q3 Earnings Call Highlights

Broadcom (NASDAQ:AVGO) reported record third-quarter fiscal 2026 revenue, operating income and free cash flow, driven by sharply higher demand for artificial intelligence semiconductors and custom AI accelerators. Revenue rose 86% year over year to $29.6 billion, while operating income increased 92

Broadcom Still Has Much to Prove
The Wall Street Journal22d agoneutral
Broadcom Still Has Much to Prove

Broadcom might be the biggest winner from the AI-chip craze after Nvidia, but circumstances have changed, and the disadvantages of its strategy are coming into sharper focus. Amid those shifts, its allure for investors is also changing.