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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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Arm Is Quietly Becoming The CPU Backbone Of AI
24/7 Wall St.140d agoneutral
Arm Is Quietly Becoming The CPU Backbone Of AI

Introduction Over more than three decades, Arm evolved into a leading CPU architecture supplier for smartphones and embedded devices, licensing CPU architectures and core designs to customers such as Apple (AAPL), Qualcomm (QCOM), Nvidia (NVDA), Samsung, and MediaTek instead of manufacturing chips itself. In 2025, that business model began changing with the introduction of Arm’s ... Arm Is Quietly Becoming The CPU Backbone Of AI

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Bank of America resets Arm stock forecast after earnings
TheStreet140d agoneutral
Bank of America resets Arm stock forecast after earnings

Bank of America raised its price objective on Arm Holdings after the chip-design company posted a stronger March quarter, but the firm stopped short of turning more bullish on the stock as investors continue to price in a larger artificial-intelligence opportunity. In the Bank of America note, ...

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Daiwa Just Upgraded Qualcomm to Outperform: $225 Price Target Bets on Data Center AI Pivot
24/7 Wall St.140d agobullish
Daiwa Just Upgraded Qualcomm to Outperform: $225 Price Target Bets on Data Center AI Pivot

Daiwa upgraded Qualcomm (NASDAQ:QCOM) to Outperform from Neutral on May 8, 2026, raising its price target to $225 from $140. Analyst Louis Miscioscia argues that Qualcomm’s identity is shifting from smartphone chip supplier to broader AI infrastructure participant, and that the market is undervaluing the transition. The $85 price target raised by a single firm ... Daiwa Just Upgraded Qualcomm to Outperform: $225 Price Target Bets on Data Center AI Pivot

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Jim Cramer Discusses Surging Value of Intel and AMD CPUs
Insider Monkey140d agoneutral
Jim Cramer Discusses Surging Value of Intel and AMD CPUs

Intel Corporation (NASDAQ:INTC) was one of the stocks on Jim Cramer’s radar as he highlighted AI winners to buy for 2026. Cramer highlighted the shortage in the company’s products, as he stated: And then there are the new agents that do things that are powered by CPUs from AMD, Arm Holdings, Intel. Hence why the […]

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Wall Street ends lower as chip stocks give up gains
Reuters Videos140d agoneutralVIDEO
Wall Street ends lower as chip stocks give up gains

<body><p>STORY: U.S. stocks ended lower on Thursday, with the Dow dropping nearly two-thirds of a percent, the S&P 500 shedding more than one-third of a percent and the Nasdaq dipping marginally.</p><p>Uncertainty around peace talks between the U.S. and Iran weighed on the market, with Iran reviewing a proposal that would stop fighting but leave the most contentious issues unresolved.</p><p>Meanwhile, market-leading chip stocks retreated after their recent rally.</p><p>:: Arm Holdings</p><p>&nbsp; &nbsp;Archive</p><p>U.S.-listed shares of Arm Holdings tumbled 10% as worries about the company's ability to secure sufficient supplies for its new AI chip overshadowed a strong earnings forecast.</p><p>Intel and Advanced Micro Devices also declined, giving back some of their gains from earlier this week.</p><p>Keith Buchanan, senior portfolio manager at Globalt Investments, said he'd now like to see a broadening of market gains beyond chip makers and other AI-linked companies.</p><p>"Leadership has become narrow again. And that's something that concerns us from our framework, is we don't feel like a participation has been what it needs to be to continue to power this bull market forward beyond the point where we are now. So earnings season is really important. We're right in the middle of it right now. So that will give us a little more clarity as to the storylines and, frankly, the momentum that we feel like has to start to spread away from where it's been concentrated over the past week and a half."</p><p>:: CoreWeave</p><p>Other stock moves on Thursday included cloud provider CoreWeave, which closed down more than 6% but gained in extended trading after beating analysts' estimates for quarterly revenue. The company reported strong demand for its high-performance computing services used to train and deploy AI models.</p><p>Shares of Datadog soared 31% after the cloud-monitoring company raised its full-year earnings forecast. Cybersecurity companies CrowdStrike jumped 8% and Palo Alto Networks added 7%.</p><p>Elsewhere in the market, shares of Whirlpool slumped nearly 12% after the home-appliance maker missed first-quarter sales estimates and suspended its dividend.</p><p>Investors now turn their attention to Friday's nonfarm payrolls report, which is expected to show continued labor market resilience.</p></body>

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Wells Fargo Lifts PT on Arm Holdings (ARM), Says Q4 2026 Appears Tough
Insider Monkey141d agoneutral
Wells Fargo Lifts PT on Arm Holdings (ARM), Says Q4 2026 Appears Tough

Arm Holdings plc (NASDAQ:ARM) is one of the top semiconductor stocks in our ranking of the top 10 chip stocks by YTD performance. Arm Holdings plc (NASDAQ:ARM) received a rating update from Wells Fargo on April 29. The firm lifted the price target on the stock to $220 from $175, reaffirming an Overweight rating on the […]

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Arm slides as investors question near-term monetization of AI demand
Proactive141d agoneutral
Arm slides as investors question near-term monetization of AI demand

Arm Holdings PLC (NASDAQ:ARM)'s fiscal fourth-quarter and June-quarter results were roughly in line with expectations, but the stock fell over 11% on Thursday as investors weigh the gap between strong enthusiasm for its AI opportunity and the more limited near-term execution, according to Bank...

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Arm (ARM) Q4 2026 Earnings Call Transcript
Motley Fool141d agoneutral
Arm (ARM) Q4 2026 Earnings Call Transcript

Rene Haas: Thank you, Jeff, and welcome, everyone. Arm delivered a record quarter and record fiscal year. Licensing revenue grew 29% year-over-year to $819 million, driven by strong demand for the Arm platform.

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