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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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Bloomberg62d agoneutral
Crypto Treasury Firms Pivot to AI in Bid to Win Back Investors

(Bloomberg) -- The implosion of the once-hot market for cryptocurrency treasury stocks is prompting a number of firms to pivot to artificial intelligence in an attempt to win back investors. So far, it isn’t working. Most Read from BloombergDeepSeek Suspends Fundraising After Viral US-China PostsUS, Iran Extend Pause in Strikes as Oman Holds Hormuz TalksSpaceX at $100 Would Imply Zero AI Value, Morgan Stanley SaysChina Chipmaker CXMT Jumps 466% in Debut After Blockbuster IPOStocks and Bonds Rall

Nvidia Eyes OpenAI, SK Hynix Deals—Why the Stock Still Looks Like a Chip Laggard
Barrons.com62d agoneutral
Nvidia Eyes OpenAI, SK Hynix Deals—Why the Stock Still Looks Like a Chip Laggard

The shares were up 1.1% to $209.16 in premarket trading, after falling 0.9% in the previous session. Nvidia has missed out on the chip rally this year, up just 11% compared with the (SOX) 67% rise — the index that tracks the 30 biggest U.S.-listed companies connected to semi’s. That’s started to change recently, though—the stock is up 3% in July, while the SOX is down 17%. OpenAI and Nvidia did not immediately respond to a request for comment.

CXMT Becomes China's Most Valuable Listed Company After Memory Chipmaker Surges 500% on Debut
Benzinga62d agobullish
CXMT Becomes China's Most Valuable Listed Company After Memory Chipmaker Surges 500% on Debut

China’s ChangXin Memory Technologies (CXMT) soared more than 500% in its Shanghai debut on Monday, becoming the country’s most valuable listed company by market capitalization. Asia’s Biggest IPO Delivers Massive Debut Gain CXMT raised 57.92 billion yuan ($8.55 billion) after pricing its IPO at 8.66 yuan ($1.28) per share, making it Asia’s biggest public offering so far this year. The stock surged more than 531% to around 54.60 yuan ($8.06), valuing the Hefei-based chipmaker at about 3.68 trilli

Intel (INTC) Teams With Lens Technology On AI Chip Packaging
Simply Wall St.62d agoneutral
Intel (INTC) Teams With Lens Technology On AI Chip Packaging

Intel (NasdaqGS:INTC) has signed a memorandum of understanding with Lens Technology focused on through glass via (TGV) advanced packaging. The collaboration targets next generation AI hardware, including AI PCs, data center chips, embodied AI robotics, and edge computing platforms. The agreement centers on potential joint work in TGV processes and high precision manufacturing to support Intel’s foundry and advanced packaging offerings. For investors tracking Intel, this development comes...

Goldman delivers a candid response after Intel's stunning quarter
TheStreet63d agoneutral
Goldman delivers a candid response after Intel's stunning quarter

I have covered Intel's turnaround story across multiple articles — the layoffs, the 18A yield progress, the management restructuring, the foundry ambitions, just to name a few. Each piece and story added to the mosaic. But nothing validated the thesis like July 23 evening's Q2 results. Intel ...

Can ASML Holding (NasdaqGS:ASML) Stay Reasonably Priced After Its 150% Run?
Simply Wall St.64d agoneutral
Can ASML Holding (NasdaqGS:ASML) Stay Reasonably Priced After Its 150% Run?

ASML Holding’s share price has surged over the past few years and now sits in a zone where recent valuation checks suggest the stock no longer looks like a clear bargain, even as strong industry demand and high profile customer wins keep expectations elevated. ASML Holding has returned about 150% over the past 3 years, which puts extra focus on whether current buyers are paying a full price for that success. Progress in High NA EUV adoption at customers like Intel can support high...