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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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Samsung Wipes Out AI Stocks. Is This the Buying Opportunity You Were Waiting For?
24/7 Wall St.80d agobullish
Samsung Wipes Out AI Stocks. Is This the Buying Opportunity You Were Waiting For?

The AI trade has rewarded investors with extraordinary gains over the past two years, but it has also created a market where sentiment can change in a single trading session. That reality was on full display after Samsung Electronics reported record quarterly results in South Korea. Revenue and operating profit climbed sharply, yet the stock ... Samsung Wipes Out AI Stocks. Is This the Buying Opportunity You Were Waiting For?

Intel and Applied Materials Dive 10%, AMD Craters 8% as Samsung Earnings Trigger Chip Selloff
24/7 Wall St.80d agobearish
Intel and Applied Materials Dive 10%, AMD Craters 8% as Samsung Earnings Trigger Chip Selloff

Shares of Intel (NASDAQ:INTC) are down 10% in Tuesday morning trading to $110, while Advanced Micro Devices (NASDAQ:AMD) stock is off 8% to $508. The moves cap a sharp reversal after both names rallied Monday. The declines are part of a broader chip selloff triggered by Samsung Electronics’ quarterly report. Equipment maker Applied Materials (NASDAQ:AMAT) ... Intel and Applied Materials Dive 10%, AMD Craters 8% as Samsung Earnings Trigger Chip Selloff

Samsung Electronics (KOSE:A005930) As New Guidance Tests The AI Memory Valuation Story
Simply Wall St.80d agoneutral
Samsung Electronics (KOSE:A005930) As New Guidance Tests The AI Memory Valuation Story

Samsung Electronics (KOSE:A005930) issued new second quarter 2026 guidance, flagging consolidated sales of about ₩171 trillion and operating profit near ₩89.4 trillion, giving investors fresh numbers to assess the stock. See our latest analysis for Samsung Electronics. Despite the fresh guidance, Samsung Electronics’ share price has recently cooled, with a 1-day share price return down 7.23% and a 30-day share price return down 10.33%. However, the 90-day share price return of 40.14% and...

Micron, SanDisk, and Western Digital Sink 7% as Samsung Earnings Spark a Memory Selloff
24/7 Wall St.80d agobearish
Micron, SanDisk, and Western Digital Sink 7% as Samsung Earnings Spark a Memory Selloff

Memory and storage stocks are selling off sharply in early trading Tuesday, reversing Monday’s rebound. Micron Technology (NASDAQ:MU) shares are down 7% to $917, SanDisk (NASDAQ:SNDK) stock is off 7% to $1,616, and Western Digital (NASDAQ:WDC) shares are dropping 7% to $537. The selling extends across the group. Seagate Technology (NASDAQ:STX) stock is down 5% ... Micron, SanDisk, and Western Digital Sink 7% as Samsung Earnings Spark a Memory Selloff

Who will be the AI trade's real winners: The makers vs. the takers?
Yahoo Finance Video80d agoneutralVIDEO
Who will be the AI trade's real winners: The makers vs. the takers?

Samsung Electronics (005930.KS) released preliminary second quarter earnings results on Tuesday, reporting a 19-fold profit jump from a year ago, amounting to $58 billion. Morning Brief Host Julie Hyman welcomes Yahoo Finance Senior Business Reporter Ines Ferré and Interactive Brokers chief strategist Steve Sosnick to help break down whether Samsung's breakout numbers still weren't enough to impress Wall Street investors and what it signifies for the broader chip space.

The Market’s Hottest Stock Is Turning Cold
Barrons.com80d agoneutral
The Market’s Hottest Stock Is Turning Cold

Sandisk has been one of the hottest U.S. tech stocks over the past year but it’s starting to cool off. Shares of the memory storage company were down around 4% ahead of the open Tuesday, among the sharpest fallers in the The stock, up 635% this year, has fallen 23% over the past three trading days.

Micron Just Locked in a Big Customer With Ford. Why the Stock Is Dropping.
Barrons.com80d agobearish
Micron Just Locked in a Big Customer With Ford. Why the Stock Is Dropping.

Micron Technology was falling early Tuesday after stock moves in South Korea spooked investors in the memory-chip sector. Micron shares were down 6.0% at $925.61 in premarket trading. Fellow memory-chip company SK Hynix fell 6.1%, as it prepares to list American depositary receipts on the Nasdaq on Friday, raising $28 billion.

SK Hynix’s $29 Billion Listing Puts the Memory Supercycle to the Test
24/7 Wall St.80d agoneutral
SK Hynix’s $29 Billion Listing Puts the Memory Supercycle to the Test

Asia’s markets open a pivotal week with one question hanging over the semiconductor tape: how durable is the memory trade? On Bloomberg TV’s The Asia Trade this morning, analyst Anthony Stephens framed SK Hynix’s $29 billion ADR listing, expected by the end of the week, as a live stress test of the supercycle thesis, alongside ... SK Hynix’s $29 Billion Listing Puts the Memory Supercycle to the Test