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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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12 Information Technology Stocks Moving In Wednesday's Pre-Market Session
Benzinga134d agoneutral
12 Information Technology Stocks Moving In Wednesday's Pre-Market Session

Gainers Wolfspeed (NYSE:WOLF) stock moved upwards by 18.4% to $63.63 during Wednesday's pre-market session. The company's market cap stands at $2.5 billion. Nebius Group (NASDAQ:NBIS) stock moved upwards by 18.34% to $211.97. The company's market cap stands at $44.6 billion. As per the news, the Q1 earnings report came out today. Penguin Solutions (NASDAQ:PENG) stock rose 17.33% to $51.78. The market value of their outstanding shares is at $2.3 billion. Tower Semiconductor (NASDAQ:TSEM) shares m

Tower Semi forecasts upbeat quarterly revenue, signs $1.3 billion in AI chip deals
Reuters134d agobullish
Tower Semi forecasts upbeat quarterly revenue, signs $1.3 billion in AI chip deals

Tower Semiconductor on Wednesday forecast second-quarter revenue above estimates and said it landed $1.3 billion in ‌deals for 2027 to supply chips that use light to ‌move data at high speeds through artificial intelligence data centers. Strong demand for its ​analog and mixed-signal processors on the back of rising investment in data centers and AI helped boost the Israeli contract chipmaker's quarterly forecast, sending its U.S.-listed shares over 17% before the bell. Integrated circuits developed by ⁠the company are used by a wide range of industries including automotive, industrial, consumer electronics and communications.

Tower Semiconductor Weighs Defense Supply Chain Growth And Credit Tailwinds
Simply Wall St.138d agoneutral
Tower Semiconductor Weighs Defense Supply Chain Growth And Credit Tailwinds

Tower Semiconductor (NasdaqGS:TSEM) is expanding its role in US defense supply chains through a partnership with Axiro Semiconductor to manufacture advanced radar chips domestically. Standard & Poor’s Maalot recently revised the company’s credit outlook to Positive, signaling increased confidence in its credit profile. For investors watching NasdaqGS:TSEM, the company now sits at a share price of $210.0, with very large 1 year and 5 year return multiples, including around 7x over 5 years...

Does Tower Semiconductor’s (TSEM) Axiro Radar Deal Quietly Reframe Its Defense Risk‑Reward Profile?
Simply Wall St.149d agoneutral
Does Tower Semiconductor’s (TSEM) Axiro Radar Deal Quietly Reframe Its Defense Risk‑Reward Profile?

Tower Semiconductor and Axiro Semiconductor recently announced the availability and ramp-up to volume production of Axiro’s high-performance Ku- and X‑band radar beamforming ICs, built on Tower’s Silicon Germanium technology at its U.S. fabs for defense applications. This collaboration not only targets advanced radar performance requirements but also bolsters U.S. defense supply chain resilience by providing domestically sourced, secure foundry services for critical systems. We’ll now...

Is Tower Semiconductor Ltd. (TSEM) A Good Stock To Buy Now?
Insider Monkey151d agobullish
Is Tower Semiconductor Ltd. (TSEM) A Good Stock To Buy Now?

Is TSEM a good stock to buy? We came across a bullish thesis on Tower Semiconductor Ltd. on r/ValueInvesting by daxter_101. In this article, we will summarize the bulls’ thesis on TSEM. Tower Semiconductor Ltd.’s share was trading at $224.49 as of April 20th. TSEM’s trailing and forward P/E were 115.72 and 78.74, respectively according to Yahoo Finance. Tower Semiconductor Ltd., an […]

The Optical AI Boom’s Biggest Winners: 3 Under-the-Radar Stocks Fueling the Revolution
24/7 Wall St.152d agoneutral
The Optical AI Boom’s Biggest Winners: 3 Under-the-Radar Stocks Fueling the Revolution

Artificial intelligence isn’t just a software story anymore — it’s an infrastructure arms race. Data centers are hitting physical limits as power consumption and heat climb alongside AI workloads. That’s where optical photonics steps in. Instead of electrons crawling through copper wire, photons race through fiber or waveguides at the speed of light. The payoff? ... The Optical AI Boom’s Biggest Winners: 3 Under-the-Radar Stocks Fueling the Revolution