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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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What Investors Keep Asking About NVDA
Trefis74d agoneutral
What Investors Keep Asking About NVDA

After a historic run, the critical questions for NVIDIA are no longer about this quarter's numbers but where the next layers of growth will come from and if the company can actually execute on its breathtakingly complex roadmap.

Price Prediction: Marvell Will Trade at This Price in 2027
24/7 Wall St.75d agoneutral
Price Prediction: Marvell Will Trade at This Price in 2027

Marvell shares have surged 186% this year on a tidal wave of AI infrastructure spending, but the real question is whether the momentum behind custom silicon and hyperscaler deals can carry this stock to a price that would shock most analysts by 2027.

XSD vs. SMH: Should Your Semiconductor ETF Be Equal-Weight or Cap-Weight?
24/7 Wall St.77d agoneutral
XSD vs. SMH: Should Your Semiconductor ETF Be Equal-Weight or Cap-Weight?

The SPDR S&P Semiconductor ETF (NYSEARCA:XSD) and the VanEck Semiconductor ETF (NASDAQ:SMH) both offer exposure to semiconductors, yet they are two very different bets. XSD spreads chips money almost evenly across roughly 40 U.S. semiconductor names. SMH funnels most of its dollars into the 25 largest, tilting hard toward the AI mega-caps. Over the last ... XSD vs. SMH: Should Your Semiconductor ETF Be Equal-Weight or Cap-Weight?