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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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Qualcomm Stock Looks Cheap, But Is The Discount Deserved?
Trefis14d agoneutral
Qualcomm Stock Looks Cheap, But Is The Discount Deserved?

Qualcomm (QCOM) trades at about $176 a share, down about 14% over the past three months and up 12.4% over the past twelve. At 20.1 times earnings against an S&P 500 median of 22.9, a profitable chip designer sits below the market. The question is whether that is a good business on sale or a fair price for a business under real pressure.

Apple catches up in foldables. Wall Street likes it
Proactive14d agoneutral
Apple catches up in foldables. Wall Street likes it

Apple Inc (NASDAQ:AAPL, XETRA:APC) had a good Thursday, with shares up 3.1% after unveiling its first foldable iPhone, the $1,999-and-up iPhone Duo. The move puts Apple into a market Samsung, Google and Huawei have played in for years – the biggest shake-up to the iPhone lineup in a long...

Korea Central Bank Sounds Alarm About AI Trading Frenzy
The Wall Street Journal14d agoneutral
Korea Central Bank Sounds Alarm About AI Trading Frenzy

The AI boom turned Korea's stock market into the world's craziest as investors piled into leveraged ETFs to bet on chip giants Samsung and SK Hynix. The volatility is worrying regulators. “Leveraged investment targeting domestic stocks expanded not only domestically but also in international financial markets, creating unexpected spillover effects,” the Bank of Korea said Thursday.

Forkast News14d agoneutral
OpenAI’s Samsung Pivot: The Reality of Manufacturing Diversification

At a press conference in Seoul on September 9, 2026, Harrison Kim, General Manager of OpenAI Korea, offered a clear signal regarding the company’s hardware strategy: “One of the areas where we have made the most progress and gained the most recognition with Samsung Electronics is our joint production and research on the next-generation chips […]

My First Impressions of the New Folding iPhone Duo
The Wall Street Journal15d agoneutral
My First Impressions of the New Folding iPhone Duo

WSJ’s Nicole Nguyen tried out the new foldable iPhone Duo following Apple’s keynote address. The $1,999 device is the biggest shake-up to Apple’s smartphone lineup in years. CUPERTINO, Calif.—As I watched a Netflix show on Apple’s first foldable, the iPhone Duo, I had two surprising thoughts.