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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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Wells Fargo Lifts PT on ASML Holding (ASML) – Here’s Why
Insider Monkey89d agoneutral
Wells Fargo Lifts PT on ASML Holding (ASML) – Here’s Why

ASML Holding N.V. (NASDAQ:ASML) is one of the best trending AI stocks to watch in 2026. Wells Fargo lifted the price target on ASML Holding N.V. (NASDAQ:ASML) to $2,200 from $1,750 on June 22 and maintained an Overweight rating on the shares, telling investors in a research note that the firm anticipates continued positive semi […]

Stocks Pressured by Weakness in Chipmakers
Barchart91d agoneutral
Stocks Pressured by Weakness in Chipmakers

The S&P 500 Index ($SPX ) (SPY ) today is down -0.54%, the Dow Jones Industrial Average ($DOWI ) (DIA ) is down -0.42%, and the Nasdaq 100 Index ($IUXX ) (QQQ ) is down -1.38%. September E-mini S&P futures (ESU26 ) are down -0.51%, and September E-mini Nasdaq futures...

European Chip Stocks Fall as AI Selloff Resumes
Barrons.com91d agobearish
European Chip Stocks Fall as AI Selloff Resumes

Shares of European semiconductor companies were following their Asian peers in negative territory as investors ditched stocks linked to artificial intelligence. A strong set of earnings and outlook from Micron Technology late Wednesday failed to reignite a rally in AI stocks on Thursday.

South Korean chip shares surge after Micron flags strong AI-related demand
Reuters92d agobullish
South Korean chip shares surge after Micron flags strong AI-related demand

South Korean semiconductor shares rallied on Thursday after U.S. memory chipmaker Micron ‌Technology's quarterly results and forecast beat expectations, boosting optimism ‌over sustained demand for AI-related chips. Shares of SK Hynix and Samsung Electronics rose ​as much as 11.6% and 6.2%, respectively, in early trade, tracking a rally in U.S. chip stocks after Micron's earnings and outlook reinforced confidence in the memory sector. The rally also followed SK ‌Hynix's announcement on Wednesday ⁠of plans to raise up to 45.45 trillion won ($29.52 billion) through a secondary listing on Nasdaq, ⁠as it seeks to capitalise on strong investor appetite for AI stocks.

Europe is pushing back on Washington’s chip war
TechCrunch92d agoneutral
Europe is pushing back on Washington’s chip war

As ASML CEO Christophe Fouquet told TechCrunch in May, what China can currently buy are older-generation deep ultraviolet tools — gear first shipped about a decade ago — the same machines the MATCH Act would now put off limits.

Micron and Qualcomm forecasts ignite $400 billion AI chip stock rally
Reuters92d agobullish
Micron and Qualcomm forecasts ignite $400 billion AI chip stock rally

Shares of chipmakers surged late on Wednesday, adding over $400 billion in market ‌value after strong forecasts from Micron Technology and Qualcomm ‌breathed fresh life into Wall Street's recently waning AI stock rally. Micron surged ​12% in extended trade after forecasting quarterly earnings above analysts' estimates, signaling that heavy investments in AI-related infrastructure will drive strong demand for its memory chips. Also after the bell, Qualcomm ‌said it expects $15 billion ⁠in sales from its data center business by 2029 as it moves beyond its core smartphone ⁠chip business and shifts its focus to AI.

ASML Holding (ASML): The Best All-Time High Stock with Legs to Rally Further
Insider Monkey92d agobullish
ASML Holding (ASML): The Best All-Time High Stock with Legs to Rally Further

ASML Holding N.V. (NASDAQ:ASML) is one of the 10 All-Time High Stocks with Legs to Rally Further. On June 22, 2026, BofA raised its price target on ASML Holding N.V. (NASDAQ:ASML) to $2,345 from $2,268 and maintained a Buy rating. The firm increased its calendar 2027 and 2028 EPS estimates by 1% and 5%, respectively, […]

ASML Holding N.V. (ASML) Is One Of Billionaire David Tepper’s Longest Held AI Stocks
Insider Monkey92d agoneutral
ASML Holding N.V. (ASML) Is One Of Billionaire David Tepper’s Longest Held AI Stocks

We recently published David Tepper Stock Portfolio: 10 Long-Term Stock Picks. ASML Holding N.V. (NASDAQ:ASML) is one of the long-term stock picks. ASML Holding N.V. (NASDAQ:ASML) is one of the most important firms in the world due to its ability to make advanced chip manufacturing machines. It has been present in Appaloosa Management’s 13F holdings […]

ASML (ENXTAM:ASML) Faces New AI Supply Chain Rules As Dutch Join Pax Silica
Simply Wall St.93d agoneutral
ASML (ENXTAM:ASML) Faces New AI Supply Chain Rules As Dutch Join Pax Silica

The Netherlands has joined the Pax Silica group of U.S.-aligned countries to coordinate AI-related supply chains. This move comes while diplomatic tensions continue over export controls on ASML Holding's advanced equipment sales to China. The decision places ASML at the center of closer Western policy coordination on critical semiconductor and AI infrastructure. ASML Holding (ENXTAM:ASML) sits at the heart of high end chip manufacturing, which makes any policy shift around AI supply chains...

Billionaire Hedge Fund Manager: AI Could Produce the First $10 Trillion Company as We Enter the “Intelligence Age”
24/7 Wall St.93d agoneutral
Billionaire Hedge Fund Manager: AI Could Produce the First $10 Trillion Company as We Enter the “Intelligence Age”

Philippe Laffont, billionaire founder and portfolio manager of Coatue Management, framed artificial intelligence as the defining economic shift of the coming decades and predicted that the first $10 trillion company is on the horizon. Laffont argues AI is the “Intelligence Age,” following the Industrial Age that ran a couple hundred years and the Information Age ... Billionaire Hedge Fund Manager: AI Could Produce the First $10 Trillion Company as We Enter the “Intelligence Age”

Wall Street Is Fixated on 4.2% Inflation: Here Is the 1 Unstoppable AI Kingpin I Keep Accumulating on Repeat
24/7 Wall St.93d agoneutral
Wall Street Is Fixated on 4.2% Inflation: Here Is the 1 Unstoppable AI Kingpin I Keep Accumulating on Repeat

I keep buying ASML (NASDAQ:ASML), and every time Wall Street has a fresh panic attack about 4.2% inflation, I find another reason to hit the button again. The macro crowd is staring at the wrong screen. I am staring at a Dutch lithography company that generates substantial cash because it builds the machines that make ... Wall Street Is Fixated on 4.2% Inflation: Here Is the 1 Unstoppable AI Kingpin I Keep Accumulating on Repeat

If the Fed Cuts Again, IEFA Could Rally Further. Here’s Your Monitoring Checklist.
24/7 Wall St.93d agoneutral
If the Fed Cuts Again, IEFA Could Rally Further. Here’s Your Monitoring Checklist.

The iShares Core MSCI EAFE ETF (NYSEARCA:IEFA) has quietly become one of the best-performing core holdings in U.S. investor portfolios this year, climbing roughly 10.5% year to date and roughly 24% over the past 12 months to around $97. With 7 basis points in fees and roughly 2,500 developed-market holdings across Europe, Japan, and Australia, ... If the Fed Cuts Again, IEFA Could Rally Further. Here’s Your Monitoring Checklist.

ASML Holding N.V. (ASML) Reported Strong Returns in Q1
Insider Monkey94d agoneutral
ASML Holding N.V. (ASML) Reported Strong Returns in Q1

Burke Wealth Management, an investment management company, released its “Focused Growth Strategy” first-quarter 2026 investor letter. A copy of the letter can be downloaded here. The Fund returned -10.6% in Q1 2026, significantly lagging the S&P 500’s -4.3% returns. The letter noted the quarter as the worst for equities since 2022, with strong corporate earnings being […]