Notícias
Apenas manchetes de alto sinal - eventos macro, resultados, M&A, regulatório. Listicles e clickbait de analistas filtrados por padrão. Atualizado a cada hora.

<p>US-listed ETFs took in more than $56 billion last week.</p>
Broadcom's massive debt plan raises balance-sheet concerns, but semiconductor ETFs offer diversified exposure to its AI growth opportunity.

Nvidia stock is reacting to news of the company making major AI investments and a potential price hike.

Semiconductor exposure is the most concentrated bet most retirement investors already own without realizing it, because chipmakers dominate the top of both the S&P 500 and Nasdaq-100. That reality is what makes sizing the First Trust Nasdaq Semiconductor ETF (NASDAQ:FTXL) a genuine portfolio decision rather than a simple allocation. FTXL is designed for investors who ... How Much of Your Portfolio Should Actually Be in FTXL

FTXL has handed holders a stunning run, but the modified-equal-weight label that made the fund feel safe may be hiding a concentration problem that turns one bad earnings call into a portfolio event.

Chip equipment stocks have surged far ahead of the broader tech market in 2026, but a single week of doubts about AI spending just wiped billions in gains across the group. Here is what the gap between Applied Materials, Lam Research, and KLA signals about where the trade goes next.

Advanced Micro Devices Inc. (NASDAQ:AMD) fell 5% Tuesday, with Broadcom Inc. (NASDAQ:AVGO) and Meta Platforms Inc. (NASDAQ:META) both around 3% and NVIDIA Corp. (NASDAQ:NVDA) off 2%, as the 30-year Treasury yield hit its highest level since 2007. This is not...

Stock Market Today: Tech futures slide Tuesday as Treasury yields jump. Nvidia stock, Micron and Sandisk sell off in morning trade.
Wall Street futures pointed lower pre-bell Tuesday as interest rates and crude prices rose, followin

SiTime's strong Q2 2026 earnings beat highlight rising AI infrastructure demand for enabling technologies, also lifting comparable niche semiconductor firms FormFactor and Cognex.

Second-quarter 13F filings, disclosed late last week for positions held as of June 30, tell a clear story inside the semiconductor trade: the biggest hedge funds rotated out of Broadcom (NASDAQ:AVGO) and into Taiwan Semiconductor Manufacturing (NYSE:TSM). Let’s take a look at what funds bought and sold the two chip titans. Loeb and Druckenmiller Both ... Wall Street’s Biggest Funds Are Dumping Broadcom and Adding Taiwan Semiconductor. Time to Follow the ‘Smart Money?’

Watching the AI rally from the sidelines felt responsible when retirement loomed, but playing it safe has a price tag too. Three ETFs now offer a way to get back in the game without handing your future to a single stock.
Core CPI, which excludes food and energy, advanced 0.2% last month, with the overall annual inflation rate landing at 3.4%.
Trump's 15% polysilicon tariff may boost smaller U.S.-focused solar and semiconductor stocks but raise costs for import-dependent firms.
Wall Street futures were muted pre-bell Tuesday, as traders weighed a generally good earnings season
<p>High-bandwidth memory is sold out for all of 2026. SK Hynix has warned the shortage could last past 2030. Automakers are cutting production of budget models, and PC and smartphone prices are set to rise 10-20% by year-end. The chip supply chain crisis is the defining market story of 2026 and it is reshaping which ETFs win and which get squeezed. Here are the funds most exposed, on both sides of the trade.</p>
Software stocks are staging a comeback in the second half of the year, according to Jefferies analysts, who pointed to strong results from ServiceNow Inc (NYSE:NOW, XETRA:4S0), SAP, Roper Technologies, Atlassian (NASDAQ:TEAM) and Cloudflare as evidence the sector is shaking off fears of...
GOOGL boosts 2026 capex to $205B, signaling stronger AI demand. Read on to explore ETFs poised to benefit from the next wave of AI spending.



