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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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Mysterious traders rush to AI stock after NVIDIA CEO’s $1T call
TheStreet114d agoneutral
Mysterious traders rush to AI stock after NVIDIA CEO’s $1T call

NVIDIA Corp. (Nasdaq: NVDA) CEO Jensen Huang recently made a surprising prediction when he called Marvell Technology (Nasdaq: MRVL) the next trillion-dollar company. The billionaire tech tycoon made the remark during a keynote presentation with Marvell CEO Matthew Murphy at ...

A Boring Chip ETF Quietly Tripled in Value During the AI Boom
24/7 Wall St.114d agoneutral
A Boring Chip ETF Quietly Tripled in Value During the AI Boom

A share of the SPDR S&P Semiconductor ETF (NYSEARCA:XSD) closed at $226.42 on May 29, 2025. One year later, on May 29, 2026, it closed at $613.05, a 171% gain on a fund that markets itself, accurately, as a boring equal-weight basket of US chip stocks. If you put $10,000 into XSD the morning after ... A Boring Chip ETF Quietly Tripled in Value During the AI Boom

Why Advanced Micro Devices Could Be the Next $1 Trillion Stock
Barrons.com114d agoneutral
Why Advanced Micro Devices Could Be the Next $1 Trillion Stock

Nvidia CEO Jensen Huang recently said Marvell Technology could become the next trillion-dollar stock. Well, it looks like Advanced Micro Devices ’ investors would like a word on that. AMD shares advanced 3.1% to $537.57 on Wednesday, trading as high as $544.04 intraday and on pace for a record closing high, as investors shook off their Nvidia announcement hangover and broadly pushed red-hot chip stocks higher.

Riding the Data Center and AI Wave: What a $1,000 Bet on Marvell Technology 10 Years Ago Is Worth Today
24/7 Wall St.114d agoneutral
Riding the Data Center and AI Wave: What a $1,000 Bet on Marvell Technology 10 Years Ago Is Worth Today

Ten years ago, Marvell Technology (NASDAQ:MRVL) was a sleepy storage and networking chip vendor trading under $10. The transformation since has been dramatic. Under CEO Matt Murphy, the company pivoted hard into data center custom silicon, optical interconnects, and Ethernet switching, the exact components hyperscalers now scramble to buy for AI buildouts. The acceleration in ... Riding the Data Center and AI Wave: What a $1,000 Bet on Marvell Technology 10 Years Ago Is Worth Today

Bitcoin dropped below $70K. So how are crypto traders feeling?
Yahoo Finance Video114d agobearishVIDEO
Bitcoin dropped below $70K. So how are crypto traders feeling?

Bitcoin (BTC-USD) dropped back below $70,000 per token this week after Michael Saylor's Strategy (MSTR) sold bitcoin for the first time ever. Morning Brief Host Julie Hyman and Yahoo Finance Senior Reporter Pras Subramanian are joined by Payne Capital Management's Ryan Payne for a discussion on crypto trader sentiments after this sale from a longtime bull.

5 Revealing Analyst Questions From Marvell Technology’s Q1 Earnings Call
StockStory115d agoneutral
5 Revealing Analyst Questions From Marvell Technology’s Q1 Earnings Call

Marvell Technology’s first quarter results were driven by continued expansion in its data center business, particularly strong demand for networking and interconnect solutions supporting artificial intelligence (AI) workloads. Management credited multi-product adoption across optical interconnect, custom silicon, and switching as key contributors to 27% year-over-year revenue growth. CEO Matthew Murphy highlighted that “robust demand is reflected in our guidance for the second quarter,” emphasiz

Nvidia CEO Pitches ‘Insane’ AI Returns to Billionaire Families
Bloomberg115d agoneutral
Nvidia CEO Pitches ‘Insane’ AI Returns to Billionaire Families

(Bloomberg) -- Nvidia Corp. Chief Executive Officer Jensen Huang touted “insane” returns for investors willing to bet on the AI boom, seeking to dispel lingering concerns around the big sums spent on artificial intelligence and its long-term profitability.Most Read from BloombergRussia Finance Officials Tell Putin War Spending Is UnaffordableTrump to Get Audit Immunity as $1.8 Billion Fund in DoubtTrump Begins Rebuilding His Tariff Wall Citing Forced LaborCanada Dips Into Technical Recession for