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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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Micron's Rally Looks Overdone Until You Price The Memory Shortage
Trefis10h agobullish
Micron's Rally Looks Overdone Until You Price The Memory Shortage

Micron Technology (MU) stock has returned 552% over the past twelve months. At near $1,070 a share, has the price run ahead of the business? On the last twelve months of adjusted earnings, meaning normalized net income with stock-based compensation added back, Micron trades at about 23.5 times. That number looks backward, and memory prices have moved too fast for it to show what Micron earns today.

Advanced Micro Devices (AMD) is Emerging as a Viable Alternative to Nvidia
Insider Monkey11h agoneutral
Advanced Micro Devices (AMD) is Emerging as a Viable Alternative to Nvidia

Tributary Capital Management released its second-quarter 2026 investor letter for “Multi Cap Core Equity Strategy”. You can download a copy of the letter here. The Tributary Multi Cap Core’s equity allocation underperformed in Q2, returning +12.5% against +15.3% for the S&P 1500 and +15.4% for the Russell 3000. Information Technology was the main driver of […]