Q
QuantAbundanceAbundância, quantificada.

Notícias

Apenas manchetes de alto sinal - eventos macro, resultados, M&A, regulatório. Listicles e clickbait de analistas filtrados por padrão. Atualizado a cada hora.

30,604 signal articles · 133 in last 24h · 155,418 total before filter · latest 2h ago
133last 24h
854last 7d
146● bullish (7d)
90● bearish (7d)
214publishers
AllMacro191Earnings104M&A126Regulatory20Product22Analyst19
✕ clear all filtersticker: SSNLFSentiment:bullishneutralbearish✓ showing all (incl. clickbait)
Taiwan Semiconductor Delivers 2,095% Gain Over 10 Years. Will It Continue To Outperform?
24/7 Wall St.113d agobullish
Taiwan Semiconductor Delivers 2,095% Gain Over 10 Years. Will It Continue To Outperform?

A decade ago, Taiwan Semiconductor Manufacturing (NYSE: TSM) was respected but boring. It made chips for Apple, Qualcomm, and a long list of fabless designers, and the market valued it like a cyclical industrial. Then the node race got serious. TSMC pulled away from Samsung and Intel at 7nm, then 5nm, then 3nm, and the ... Taiwan Semiconductor Delivers 2,095% Gain Over 10 Years. Will It Continue To Outperform?

AAPLINTCQCOMSSNLFTSM
AI Weekly: Jensen Huang's star turn, Anthropic moves to go public
Reuters Videos113d agoneutralVIDEO
AI Weekly: Jensen Huang's star turn, Anthropic moves to go public

<body><p>STORY: From Jensen Huang's star turn at Computex to Anthropic's move to go public...</p><p>This is AI Weekly.&nbsp;</p><p>:: AI Weekly</p><p>Nvidia CEO Jensen Huang headlined Computex in Taiwan.</p><p>He showed off Nvidia's new Vera central processing unit - or CPU.</p><p>And he unveiled the RTX Spark PC chip, which brings AI capabilities directly into laptops and desktop computers.</p><p>“There is no question this reinvention of the computer is as big of a deal as the reinvention of the phone into what we now know as the smartphone. And so this is the beginning of that journey."</p><p>The Nvidia boss was a big draw at Computex, and dined with executives from the likes of Samsung and SK Hynix.</p><p>Dell shares rocketed higher after the computer maker lifted revenue and profit expectations.</p><p>The U.S. giant scored big from soaring demand for AI-optimized servers used in data centers.</p><p>Dell also heavily raised its annual revenue forecast up to $169 billion.</p><p>It's benefiting as tech giants like Alphabet and Amazon aim to spend over $700 billion on AI-related infrastructure this year.</p><p>AI giant Anthropic said it has filed paperwork to go public.</p><p>It gives it a lead over rival and ChatGPT owner OpenAI in a race that could define the future business shape of AI.</p><p>The Claude maker didn't reveal the size or the terms of the offering.&nbsp;</p><p>Its last fundraising round gave it a valuation of nearly $1 trillion, making it worth more than OpenAI.</p><p>Broadcom shares plunged as much as 13% after its latest results.</p><p>Investors were disappointed by the U.S. firm's outlook for demand, while second-quarter revenue also fell short of Wall Street hopes.</p><p>Broadcom said it expects AI chip revenue of $16 billion in the third quarter - just below expectations.</p><p>But CEO Hock Tan said the firm's long-range forecast for AI chip sales was unchanged at $100 billion.</p><p>And&nbsp;Google parent Alphabet said it's looking to raise $80 billion in equity offerings.</p><p>It wants the money to fund a costly expansion of its AI infrastructure.</p><p>That includes a $10 billion investment from Berkshire Hathaway.</p><p>The deal positions Warren Buffett's company as a major investor, and adds a high-profile endorsement of Alphabet's long-term AI and cloud strategy.</p></body>

DELLNVDASSNLF
Clear Secure (YOU) Valuation Check After Concierge Launch And Recent Stock Momentum
Simply Wall St.113d agoneutral
Clear Secure (YOU) Valuation Check After Concierge Launch And Recent Stock Momentum

Clear Secure (YOU) is back in focus after launching Concierge Powered by CLEAR at Miami International Airport, a premium curb to gate service for all travelers that coincides with recent strength in the stock. See our latest analysis for Clear Secure. The recent Concierge launch and Samsung ID partnership come on the heels of strong business momentum, with the stock’s 90 day share price return of 18.26% and 1 year total shareholder return of 121.44% signalling building momentum on top of...

SSNLFYOU
Nvidia CEO mounts charm push in South Korea with TV talk show, baseball appearances
Reuters114d agoneutral
Nvidia CEO mounts charm push in South Korea with TV talk show, baseball appearances

When Nvidia CEO Jensen Huang makes his second visit to South Korea in just seven months this week, it won't be only to meet top memory chip and robotics executives, but ‌to throw the first pitch at a baseball game and appear on a TV talk show. Samsung Electronics and SK Hynix between them make about 70% of the ​memory needed for AI chips like Nvidia's. And the country's strength in manufacturing and robotics sets it up to be a key player in physical AI, where AI is embedded in robots, cars and factories. "Nvidia's dependence on South Korean suppliers is rising," Jeff Kim, an analyst at Seoul-based KB Securities, wrote in a research note.

NVDASSNLF
SK Hynix tells investors its US listing plan wins their strong backing, source says
Reuters114d agobullish
SK Hynix tells investors its US listing plan wins their strong backing, source says

SK Hynix told investors this week it received "tremendously positive" feedback on its proposed U.S. listing as the chipmaker benefits from strong demand for advanced ‌memory semiconductors needed to run AI data centers, a source familiar with the matter said on ‌Thursday. SK Hynix told some investors this week that it had "tremendously positive" feedback ‌from stockholders to its U.S. listing ⁠plan given AI demand and the company's competitive position in the memory-chip market, the person said. The company, a major supplier to Nvidia, expects a U.S. listing to broaden ⁠its investor base, as some U.S.-based institutional investors invest in U.S.-listed stocks only due to internal mandates, the person said.

SSNLFTSM
Three Ways to Play South Korea’s 2026 Stock Market Boom, From a Steady ETF to a 503% Leveraged Bet
24/7 Wall St.114d agoneutral
Three Ways to Play South Korea’s 2026 Stock Market Boom, From a Steady ETF to a 503% Leveraged Bet

In previous decades, South Korea has always been a cultural and financial afterthought after Japan, with its dominance in electronics and engineering through companies like Sony, Toyota, JVC, Honda, and Mitsubishi; and China, with its enormous low cost manufacturing, geopolitical and military clout, and expanding middle class prosperity. Apart from the Korean War and the ... Three Ways to Play South Korea’s 2026 Stock Market Boom, From a Steady ETF to a 503% Leveraged Bet

NVDASSNLF
Is Samsung Electronics (KOSE:A005930) Still Undervalued After Its Recent Strong Share Price Momentum
Simply Wall St.114d agoneutral
Is Samsung Electronics (KOSE:A005930) Still Undervalued After Its Recent Strong Share Price Momentum

Recent performance snapshot for Samsung Electronics Samsung Electronics (KOSE:A005930) has seen its stock return 3.30% over the past day, 20.57% over the past week, and 63.49% over the past month, drawing fresh attention from investors. See our latest analysis for Samsung Electronics. The 1 year total shareholder return is very large compared with the share price return over the same period. Combined with the 180.54% year to date share price return and 109.35% 90 day share price return, this...

SSNLF
Samsung Electronics Deepens AI And Connectivity Role With New Partnerships
Simply Wall St.115d agobullish
Samsung Electronics Deepens AI And Connectivity Role With New Partnerships

Samsung Electronics announced new collaborations with Cadence Design Systems and Synopsys on second and third generation 2nm process technology for advanced AI chips. The company is working with Broadcom on what it describes as the industry's first unified Wi-Fi 8 and 5G fixed wireless access platform for broadband equipment. Samsung also introduced the Galaxy Book6 Enterprise Edition, a laptop aimed at secure, AI-focused productivity for corporate users. For investors watching...

AVGOCDNSSNPSSSNLF
DRAM Ran 128% in 40 Trading Days. Three Stocks Did All the Work.
24/7 Wall St.115d agoneutral
DRAM Ran 128% in 40 Trading Days. Three Stocks Did All the Work.

A $10,000 ticket into the Roundhill Memory ETF (CBOE:DRAM) on its first day of trading, April 2, 2026, at the opening NAV of $27.76 would be worth roughly $22,800 on the close Friday, May 29, with the fund at $63.20. That is a 128% price return in 40 trading days, on an unleveraged, plain-vanilla equity ... DRAM Ran 128% in 40 Trading Days. Three Stocks Did All the Work.

DRAMMUSSNLF
AI demand, earnings optimism lift tech giants' market value in May
Reuters115d agoneutral
AI demand, earnings optimism lift tech giants' market value in May

The world's most valuable technology companies with the exception of Alphabet added billions ‌of dollars in market value in May, ‌as upbeat earnings outlooks and strong demand for AI chips fuelled ​a rally in their shares. Apple, memory chipmakers Micron Technology, Samsung Electronics and SK Hynix led the gains, adding $598 billion, $512 billion, $481 billion and $377 billion, respectively, in market value. Their ‌valuations rose to $4.58 ⁠trillion, $1.09 trillion, $1.10 trillion and $1.34 trillion, respectively.

AAPLGOOGGOOGLMSFTMUSSNLF
Intel’s $9 Billion Regret: The Business Sale Haunting It Today
24/7 Wall St.115d agoneutral
Intel’s $9 Billion Regret: The Business Sale Haunting It Today

The semiconductor industry has a funny way of changing the rules just when companies think they’ve figured them out. A few years ago, the hottest chip businesses were processors and foundries. Memory was viewed as a cyclical commodity business that could swing from shortages to gluts in a matter of quarters. Fast forward to 2026, ... Intel’s $9 Billion Regret: The Business Sale Haunting It Today

INTCMUNVDASSNLF
Forget Roku: This Stock Is a Far Better Value for Long-Term Investors
24/7 Wall St.115d agoneutral
Forget Roku: This Stock Is a Far Better Value for Long-Term Investors

Roku (NASDAQ:ROKU) is the streaming name everyone wants to talk about after a 64.41% EPS beat and a 79.82% one-year run. But here’s what you should actually be watching. Roku is the textbook crowded trade right now. The stock has ripped 15.29% year to date and trades at a trailing P/E of 93 with a ... Forget Roku: This Stock Is a Far Better Value for Long-Term Investors

AMZNDISGOOGGOOGLROKUSSNLF
Micron and SK Hynix Cross $1 Trillion Valuations as Chip Shortage Fuels AI Boom
24/7 Wall St.115d agoneutral
Micron and SK Hynix Cross $1 Trillion Valuations as Chip Shortage Fuels AI Boom

The trillion-dollar club just got two new memory chip members. Micron Technology (NASDAQ:MU) and South Korea’s SK Hynix (000660.KS) both crossed $1 trillion in market capitalization for the first time this week, joining Samsung in a rarified tier of semiconductor giants. The move reflects that demand for AI infrastructure continues to outpace the industry’s ability ... Micron and SK Hynix Cross $1 Trillion Valuations as Chip Shortage Fuels AI Boom

MUSSNLF
Investing.com115d agobullish
Samsung and SK Hynix rally surpasses IT bubble gains, says Jefferies

Investing.com -- South Korean semiconductor stocks Samsung Electronics (KS:005930) and SK hynix have risen 798% from their 500-day low as of Monday, surpassing the 717% increase recorded during the IT bubble, according to Jefferies. The rally in the two stocks began in late May. Jefferies stated that the stocks have additional upside potential, citing that bubbles typically extend the leadership of top-performing stocks and turn them into historical outliers, while support from earnings and reta

SSNLF
China’s Chip Ambitions Run Into a Global Tech Wall
The Wall Street Journal115d agoneutral
China’s Chip Ambitions Run Into a Global Tech Wall

In 2019, while researching a book on the U.S.-China competition, I visited Huawei’s sprawling new R&D campus in Dongguan, a city about an hour’s drive from the company’s Shenzhen headquarters. A Huawei executive explained the design to me with a straight face: “We’re doing well in Europe.” In a Wall Street Journal interview that November, founder Ren Zhengfei invited President Trump to come visit and brushed off U.S. sanctions with characteristic bravado.

SSNLFTSM
SK Hynix Plans to Double Capacity to Ease Memory Chip Crunch
Bloomberg115d agoneutral
SK Hynix Plans to Double Capacity to Ease Memory Chip Crunch

(Bloomberg) -- SK Hynix Inc. plans to double its memory chip capacity over the coming half-decade, a major expansion that should help ease a global shortage of an essential component of AI.Most Read from BloombergRussia Finance Officials Tell Putin War Spending Is UnaffordableCanada Dips Into Technical Recession for First Time Since 2020Alphabet to Raise $80 Billion in Equity for AI SpendingUS Says Deals With Iran for Safe Hormuz Transit Are ProhibitedAndrew Left Found Guilty in Case That Spooke

METAMUSSNLF