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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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Arm Holdings plc (ARM) to Face US Antitrust Probe over Chip Tech, Bloomberg News Reports
Insider Monkey123d agobearish
Arm Holdings plc (ARM) to Face US Antitrust Probe over Chip Tech, Bloomberg News Reports

Arm Holdings plc (NASDAQ:ARM) is one of the 10 Best Performing Quantum Computing Stocks So Far in 2026. On May 16, Reuters, citing Bloomberg News, reported that Arm Holdings plc (NASDAQ:ARM) faces a US antitrust probe, with the Federal Trade Commission investigating its semiconductor licensing practices. The Federal Trade Commission is examining whether Arm Holdings […]

Qualcomm Stellantis Deal Deepens Automotive Role And AI Driving Ambitions
Simply Wall St.125d agoneutral
Qualcomm Stellantis Deal Deepens Automotive Role And AI Driving Ambitions

Qualcomm (NasdaqGS:QCOM) is expanding its automotive partnership with Stellantis to roll out Snapdragon Digital Chassis and Ride Pilot platforms across millions of vehicles. The collaboration includes integration of advanced driver assistance and hands free features across a range of Stellantis models. Qualcomm is also deepening its work with Stellantis’s aiMotive unit to support autonomous driving capabilities and smart mobility systems. For Qualcomm, known by many investors for its...

Qualcomm Surges 12%, Skyworks Rallies 9%, Qorvo Rises 7%: The Mobile Chip Trade Picks Smaller Winners
24/7 Wall St.126d agobullish
Qualcomm Surges 12%, Skyworks Rallies 9%, Qorvo Rises 7%: The Mobile Chip Trade Picks Smaller Winners

Shares of Qualcomm (NASDAQ:QCOM) are up 11% at midday Friday, with Skyworks Solutions (NASDAQ:SWKS) higher by 9% and Qorvo (NASDAQ:QRVO) tacking on 7%. The mobile and RF (radio frequency) chip trade is rallying broadly, but the bid is concentrated in the smaller, more focused names in the group. Investors are picking pure-play winners while passing ... Qualcomm Surges 12%, Skyworks Rallies 9%, Qorvo Rises 7%: The Mobile Chip Trade Picks Smaller Winners

Prediction: Analysts Say Qualcomm Stock Is Set For A Massive Breakout
24/7 Wall St.126d agoneutral
Prediction: Analysts Say Qualcomm Stock Is Set For A Massive Breakout

Qualcomm (NASDAQ:QCOM) has staged a remarkable comeback, recovering 51.2% from its March low of $129.39 to today’s level near $195. The question now is whether the rally has legs or has run ahead of fundamentals. Our proprietary model says it still has room to run. The 24/7 Wall St. price target for Qualcomm is $268.83 ... Prediction: Analysts Say Qualcomm Stock Is Set For A Massive Breakout

Melius Research Raises Qualcomm (QCOM) Price Target, Sees More Upside in AI Semiconductor Stocks
Insider Monkey126d agoneutral
Melius Research Raises Qualcomm (QCOM) Price Target, Sees More Upside in AI Semiconductor Stocks

QUALCOMM Incorporated (NASDAQ:QCOM) is included among the 10 High Quality Stocks to Buy According to Hedge Funds. On May 18, Melius Research raised its price recommendation on QUALCOMM Incorporated (NASDAQ:QCOM) to $220 from $170. It reiterated a Hold rating on the shares. The firm said that while “nothing really emerged as incrementally good from Trump going […]

Melius Research Raises PT on Micron Technology (MU)
Insider Monkey126d agoneutral
Melius Research Raises PT on Micron Technology (MU)

Micron Technology, Inc. (NASDAQ:MU) is one of the Most Undervalued US Stocks According to Hedge Funds. On May 18, Melius Research raised the firm’s price target on Micron Technology, Inc. (NASDAQ:MU) from $700 to $1,100 and maintained a Buy rating. ​The firm noted that they remain optimistic regarding their long-term conviction in memory chips and […]

Intel Foundry: After A 3x Rally, Time For A Reality Check?
Trefis126d agobullish
Intel Foundry: After A 3x Rally, Time For A Reality Check?

Intel (INTC) stock has rallied 3x year-to-date on improving CPU demand and growing optimism around its foundry business. Investors increasingly see Intel Corporation as more than a cyclical PC company. The market is beginning to price in the possibility that Intel could emerge as a meaningful second source for advanced semiconductor manufacturing alongside Taiwan Semiconductor Manufacturing Company.

Should You Buy Taiwan Semiconductor (TSM) in 2026?
Insider Monkey127d agobullish
Should You Buy Taiwan Semiconductor (TSM) in 2026?

We just covered the 10 Best Pick and Shovel AI Stocks to Buy for the Long Term. Taiwan Semiconductor Manufacturing Company (NYSE:TSM) ranks #2 (see 5 Best Pick and Shovel AI Stocks to Buy for the Long Term). Short interest: 0.5% Taiwan Semiconductor Manufacturing Company (NYSE:TSM) is effectively selling shovels in a gold rush with […]