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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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Applied Materials, Inc. (AMAT) Eyes Growing Southeast Asia Workforce by 25%
Insider Monkey108d agoneutral
Applied Materials, Inc. (AMAT) Eyes Growing Southeast Asia Workforce by 25%

Applied Materials, Inc. (NASDAQ:AMAT) is one of the 10 Best AI Stocks to Buy in June. On June 3, Nikkei Asia reported that Applied Materials is targeting a 25% expansion of its Southeast Asia workforce this year, noting the region’s increasingly vital role in its manufacturing and research and development operations. The company is seeking […]

Why SOXX’s Next 12 Months Hinge on Five Tech Giants’ Capex Decisions
24/7 Wall St.108d agoneutral
Why SOXX’s Next 12 Months Hinge on Five Tech Giants’ Capex Decisions

The iShares Semiconductor ETF (NASDAQ:SOXX) has gone vertical. SOXX trades near $569, up 89% year to date and 174% over the past year, a run powered less by valuation re-rating than by the cash that hyperscalers are physically wiring into AI data centers. If you own SOXX today, you are betting that the AI capex ... Why SOXX’s Next 12 Months Hinge on Five Tech Giants’ Capex Decisions

Is Applied Materials, Inc. (AMAT) A Good Stock To Buy Now?
Insider Monkey109d agobullish
Is Applied Materials, Inc. (AMAT) A Good Stock To Buy Now?

Is AMAT a good stock to buy? We came across a bullish thesis on Applied Materials, Inc. on Nikhs’s Substack. In this article, we will summarize the bulls’ thesis on AMAT. Applied Materials, Inc.’s share was trading at $448.25 as of May 27th. AMAT’s trailing and forward P/E were 42.17 and 38.17 respectively according to Yahoo Finance. […]

Applied Materials Deepens AI Chip Packaging Push As Valuation Stretches
Simply Wall St.112d agoneutral
Applied Materials Deepens AI Chip Packaging Push As Valuation Stretches

Applied Materials (NasdaqGS:AMAT) has completed its acquisition of ASMPT NEXX, expanding its reach in advanced semiconductor packaging for AI and high-bandwidth chips. The company is also deepening its collaboration with SCREEN Semiconductor at the EPIC Center, aiming to tighten its role in next generation chip manufacturing flows. These moves mark a shift toward broader participation across advanced packaging and AI focused chip supply chains, beyond prior discussions centered on analyst...

Memory Chip Prices Will Make or Break DRAM ETF Before Year-End 2026
24/7 Wall St.112d agoneutral
Memory Chip Prices Will Make or Break DRAM ETF Before Year-End 2026

The Roundhill Memory ETF (CBOE:DRAM) is the first U.S.-listed pure-play memory-chip ETF, and it landed in the middle of one of the most violent upcycles the industry has ever seen. DRAM launched on April 2, 2026 with a 0.65% expense ratio, just as Micron Technology (NASDAQ:MU) was approaching a trillion-dollar market cap. Micron is up ... Memory Chip Prices Will Make or Break DRAM ETF Before Year-End 2026

Applied Materials (AMAT) Continues Its Bull Run as Analyst Sees More Upside
Insider Monkey112d agoneutral
Applied Materials (AMAT) Continues Its Bull Run as Analyst Sees More Upside

Goldman Sachs owns around 0.31% of Applied Materials, Inc. (NASDAQ:AMAT) out of its portfolio, with a total portfolio value of around $2.68 billion. AMAT ranks among the top Goldman Sachs tech stocks to buy now. Applied Materials seems to be proactive amid the robust AI demand. The company expects its semiconductor equipment business to soar […]

Mizuho Raises its Price Target on Lam Research (LRCX)
Insider Monkey113d agoneutral
Mizuho Raises its Price Target on Lam Research (LRCX)

Lam Research Corporation (NASDAQ:LRCX) is one of the 15 Most Promising Stocks to Buy Right Now. On May 27, 2026, Mizuho raised the firm’s price target on Lam Research Corporation (NASDAQ:LRCX) to $380 from $330 and maintained an Outperform rating on the shares. Mizuho raised its wafer fab equipment spending estimate for 2026 to $153B […]

How The Applied Materials (AMAT) Narrative Is Evolving Without New Analyst Price Target Changes
Simply Wall St.113d agoneutral
How The Applied Materials (AMAT) Narrative Is Evolving Without New Analyst Price Target Changes

Applied Materials heads into this latest update with its existing price targets unchanged, giving you a rare clean read on how the story stands without any fresh revisions. With no new analyst commentary in play, the focus is squarely on how current expectations line up with your own view of the stock. In the sections ahead, you will see how to track these kinds of quiet shifts in the narrative so you can stay aligned with what the market is watching. Stay updated as the Fair Value for...

Stocks Retreat as US-Iran Peace Hopes in Doubt
Barchart114d agoneutral
Stocks Retreat as US-Iran Peace Hopes in Doubt

The S&P 500 Index ($SPX ) (SPY ) on Wednesday closed down -0.74%, the Dow Jones Industrial Average ($DOWI ) (DIA ) closed down -1.21%, and the Nasdaq 100 Index ($IUXX ) (QQQ ) closed down -0.29%. June E-mini S&P futures (ESM26 ) fell -0.78%, and June E-mini Nasdaq futures...