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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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Wall Street Bank Warns SpaceX IPO Could Trigger Large Sell-Off in Popular Semiconductor Stocks
24/7 Wall St.108d agobearish
Wall Street Bank Warns SpaceX IPO Could Trigger Large Sell-Off in Popular Semiconductor Stocks

BNP Paribas is warning clients that this week’s SpaceX IPO could do something the AI rally has not yet had to absorb: force a wave of selling in the very semiconductor stocks that have driven the market higher. Retail investors are expected to be heavy buyers of the IPO, and they will need to raise ... Wall Street Bank Warns SpaceX IPO Could Trigger Large Sell-Off in Popular Semiconductor Stocks

The Body Count in Friday’s Selloff
The Wall Street Journal111d agobearish
The Body Count in Friday’s Selloff

Here are some of the notable stocks that sold off during Friday's big market decline: Nvidia (NVDA), down 6.2%. Meta Platforms (META), down 5.5%. Broadcom (AVGO), down 7.9% Micron Technology (MU), down 13.

AMD CEO Lisa Su drops rare message on AI careers
TheStreet113d agobearish
AMD CEO Lisa Su drops rare message on AI careers

As artificial intelligence (AI) transforms workplaces around the world, most people are asking the same question: What skills will still matter when AI can do so much? According to Advanced Micro Devices (AMD) CEO Lisa Su, the answer isn't simply learning how to use AI tools. Su recently told ...

Cathie Wood sells $16M of surging semiconductor stock
TheStreet120d agobearish
Cathie Wood sells $16M of surging semiconductor stock

When one of Wall Street's most closely watched fund managers starts trimming a stock that's on a tear, investors take notice. Cathie Wood has been quietly but consistently reducing her firm's position in Advanced Micro Devices throughout May. That alone raises a question worth asking: What does she ...

As stocks slump, cue Nvidia
Reuters127d agobearish
As stocks slump, cue Nvidia

(Corrects paragraph 10 to say BoE kept interest rates on hold at its last meeting) A look at the day ahead in European and global markets from Kevin Buckland As if markets haven't been volatile enough

Nvidia Earnings Likely to Shine Even as Stock Underperforms
Barrons.com127d agobearish
Nvidia Earnings Likely to Shine Even as Stock Underperforms

Artificial-intelligence leader Nvidia has a big task when it reports first-quarter earnings later today: convince investors that the AI investment boom still has legs and that Nvidia won’t lose its pole position. Wall Street analysts expect the company to report earnings per share of $1.75, up from 81 cents a year ago. Nvidia remains the biggest winner of the AI age.

Nasdaq Drops as Chip Fever Breaks
Barrons.com135d agobearish
Nasdaq Drops as Chip Fever Breaks

Chip stocks got beat up after the latest inflation report. The tech-heavy Nasdaq was down 0.7%, the S&P 500 was down 0.2% while the Dow gained 56 points, or 0.1%. Notably, almost all major chip stocks were down, barring Nvidia.

Morgan Stanley drops massive AMD stock price target after earnings
TheStreet139d agobearish
Morgan Stanley drops massive AMD stock price target after earnings

You know that feeling when you've been backing a friend's idea for months, and then suddenly the whole room starts paying attention? That's roughly where Morgan Stanley finds itself with Advanced Micro Devices (AMD). For the better part of six months, the firm had been quietly bullish on AMD's ...

Goldman Sachs sets jaw-dropping AMD stock price target after earnings
TheStreet140d agobearish
Goldman Sachs sets jaw-dropping AMD stock price target after earnings

Goldman Sachs clearly isn’t sitting on the sidelines when it comes to Advanced Micro Devices (AMD) stock, given its eye-popping price target reset following earnings. The bank bumped its rating on the chipmaker to Buy from Neutral and raised its price target to $450 from $240 (a stunning 88% ...

AMD earnings on deck: Why we might see a stock sell-off
Yahoo Finance Video142d agobearishVIDEO
AMD earnings on deck: Why we might see a stock sell-off

AMD (AMD) is set to report quarterly earnings on Tuesday after the closing bell. Yahoo Finance Markets and Data Editor Jared Blikre and Winthrop Capital chief investment officer Adam Coons chat with Yahoo Finance Senior Reporter Brooke DiPalma about their expectations.

AMD earnings on deck: Why we might see a stock sell-off
Yahoo Finance Video142d agobearishVIDEO
AMD earnings on deck: Why we might see a stock sell-off

AMD (AMD) is set to report quarterly earnings on Tuesday after the closing bell. Yahoo Finance Markets and Data Editor Jared Blikre and Winthrop Capital chief investment officer Adam Coons chat with Yahoo Finance Senior Reporter Brooke DiPalma about their expectations.