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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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EUV ETF: The Chip-Making Technology Fueling AI
etf.com126d agoneutral
EUV ETF: The Chip-Making Technology Fueling AI

<p>The EUV ETF gives investors targeted exposure to extreme ultraviolet lithography — the chip-making technology that makes AI chips like Nvidia's H100 possible. Here's what you need to know.</p>

IDVO’s $445 Million Income Play Faces a Critical Test When TSM Growth Slows
24/7 Wall St.126d agoneutral
IDVO’s $445 Million Income Play Faces a Critical Test When TSM Growth Slows

The Amplify CWP International Enhanced Dividend Income ETF (NYSEARCA:IDVO) has quietly become one of the more interesting income vehicles in the international space, with the ETF returning 35% over the past year and almost 12% year-to-date. IDVO pairs ex-US dividend equities with covered calls to generate monthly income, and the fund has ridden a sharp ... IDVO’s $445 Million Income Play Faces a Critical Test When TSM Growth Slows

How The ASML Holding (ENXTAM:ASML) Narrative Is Shifting With New Targets And AI Tool Demand
Simply Wall St.127d agoneutral
How The ASML Holding (ENXTAM:ASML) Narrative Is Shifting With New Targets And AI Tool Demand

ASML Holding’s fair value estimate has been updated from €1,463.42 to €1,482.76, a modest uplift of about 1.3% in the implied value per share. This shift sits alongside a cluster of upward price target revisions from analysts who are focused on lithography demand, exposure to memory and North American customers, and sector supply conditions. As you read on, you will see how these moving targets feed into the broader analyst narrative and what to watch as it continues to evolve. Stay updated...

ASML (ASML): AI Stock With The Widest Moat?
Insider Monkey127d agoneutral
ASML (ASML): AI Stock With The Widest Moat?

We just covered the 10 Best Pick and Shovel AI Stocks to Buy for the Long Term. ASML Holding (NASDAQ:ASML) ranks #1 (see 5 Best Pick and Shovel AI Stocks to Buy for the Long Term). Short interest: 0.2% Think of ASML Holding (NASDAQ:ASML) as the company selling the only ultra-advanced mining machines in the […]

Will ASML, Lilly, or TransDigm Be the Next Big Stock Split?
24/7 Wall St.127d agoneutral
Will ASML, Lilly, or TransDigm Be the Next Big Stock Split?

Wall Street has rediscovered the stock-split playbook. KLA (NASDAQ: KLAC) announced a 10-for-1 forward stock split in May 2026 alongside a fiscal Q3 earnings beat and a roughly 21% dividend hike, with the stock trading in the $1,800 range. Earlier in the year, Booking Holdings (NASDAQ: BKNG) completed a 25-for-1 split announced in February 2026, taking ... Will ASML, Lilly, or TransDigm Be the Next Big Stock Split?

Stocks Finish Sharply Higher on Iran Hopes
Barchart128d agoneutral
Stocks Finish Sharply Higher on Iran Hopes

The S&P 500 Index ($SPX ) (SPY ) on Wednesday closed up +1.08%, the Dow Jones Industrial Average ($DOWI ) (DIA ) closed up +1.31%, and the Nasdaq 100 Index ($IUXX ) (QQQ ) closed up +1.66%. June E-mini S&P futures (ESM26 ) rose +0.96%, and June E-mini Nasdaq futures...

Vanguard Total International Stock Index Fund ETF Shares (VXUS): Stock Pick of Graham Stephan
Insider Monkey128d agoneutral
Vanguard Total International Stock Index Fund ETF Shares (VXUS): Stock Pick of Graham Stephan

We just covered the Graham Stephan Stock Portfolio: Top 11 Stocks and Vanguard Total International Stock Index Fund ETF Shares (NASDAQ:VXUS) ranks 5th on this list. Vanguard Total International Stock Index Fund ETF Shares (NASDAQ:VXUS) is an index fund recommended by Graham Stephan. The Vanguard Total International Stock Index Fund ETF employs an indexing investment […]

Forget the Memory Chip Arms Race. The Real Trade Is the 3 Equipment Companies Every Chipmaker Must Pay First
24/7 Wall St.128d agoneutral
Forget the Memory Chip Arms Race. The Real Trade Is the 3 Equipment Companies Every Chipmaker Must Pay First

Samsung and the memory chip cohort, riding a euphoric wave of HBM pricing and AI memory demand, have become the loudest trade in tech right now. But here’s what you should actually be watching: the picks-and-shovels layer that every memory maker must write checks to before producing a single bit. The memory trade is crowded, ... Forget the Memory Chip Arms Race. The Real Trade Is the 3 Equipment Companies Every Chipmaker Must Pay First

ASML Holding N.V. (ASML) Rallied Following Solid Results
Insider Monkey128d agoneutral
ASML Holding N.V. (ASML) Rallied Following Solid Results

TCW Funds, an investment management firm, published its first-quarter 2026 investor letter for the ‘TCW Concentrated Large Cap Growth Fund.’ A copy of the letter is available to download here. The first quarter was marked by volatility in equity markets, driven by geopolitical tensions, concerns about the private credit sector, a government shutdown, and ongoing […]

Exclusive-ASML CEO sees tight supply in booming chip market as AI demand soars
Reuters128d agobullish
Exclusive-ASML CEO sees tight supply in booming chip market as AI demand soars

The booming global semiconductor market will be "tense" with tight supply for the foreseeable future, the head of chip-making machine giant ASML told Reuters, with demand from AI, satellites and robots outpacing what the industry can produce. In a rare ‌interview on the sidelines of a tech event in Antwerp, ASML Chief Executive Christophe Fouquet said that there would likely be sporadic bottlenecks ‌throughout the supply chain of the chip market which could hit $1.5 trillion by 2030. "Demand on AI is coming so strongly that we will be in a supply-limited market for quite a while," Fouquet ​said, citing plans like Elon Musk's huge proposed "TeraFab" AI plan and Starlink satellites as potentially driving a new leg of demand.