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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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Amkor Technology (AMKR) Lands Nvidia Deal As Investors Ask If The Stock Is Already Priced In
Simply Wall St.71d agoneutral
Amkor Technology (AMKR) Lands Nvidia Deal As Investors Ask If The Stock Is Already Priced In

Amkor Technology (AMKR) is back in focus after announcing a multi-year, $1.5b partnership with NVIDIA, including a sizeable prepayment aimed at expanding Amkor’s advanced semiconductor packaging and testing capacity in the U.S. See our latest analysis for Amkor Technology. Amkor Technology’s share price has been choppy, with a 30 day share price return down 21.5% and a 90 day share price return down 16.8%. Yet year to date the share price return is up 51.35% and the 1 year total shareholder...

Palantir Technologies (NasdaqGS:PLTR) Joins Nvidia To Defend Open Weight AI Models
Simply Wall St.71d agoneutral
Palantir Technologies (NasdaqGS:PLTR) Joins Nvidia To Defend Open Weight AI Models

Nvidia CEO Jensen Huang, with Palantir Technologies (NasdaqGS:PLTR) as a co signer, issued an open letter defending open weight AI models. The letter urges policymakers to avoid restrictive AI regulations that could limit open model development and use. The message highlights national security, innovation, and regulatory considerations for AI companies and government users. For investors tracking Palantir Technologies, the co signed letter puts the company directly into a policy debate that...

Nvidia (NVDA) Expands AI Reach With KAIST Lab And Amkor Partnership
Simply Wall St.71d agobullish
Nvidia (NVDA) Expands AI Reach With KAIST Lab And Amkor Partnership

NVIDIA (NasdaqGS:NVDA) has agreed to create a joint AI research lab with KAIST in South Korea focused on agentic AI systems. The company has also entered a multi year advanced semiconductor packaging and testing partnership with Amkor Technology in the U.S. Both initiatives target next generation AI and accelerated computing platforms and have not featured in recent NVIDIA news coverage. NVIDIA enters these agreements with KAIST and Amkor as one of the most closely watched AI chip...