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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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UBS Raises its Price Target on Astera Labs, Inc. (ALAB)
Insider Monkey73d agoneutral
UBS Raises its Price Target on Astera Labs, Inc. (ALAB)

Astera Labs, Inc. (NASDAQ:ALAB) is among the Best AI Stocks. On June 29, UBS raised its price target on Astera Labs, Inc. (NASDAQ:ALAB) to $400 from $205. The firm maintained a Neutral rating on the stock. Earlier, on June 3, Astera Labs, Inc. (NASDAQ:ALAB) announced an expansion of its Taiwan operations and Cloud-Scale Interop Lab. It […]

Goldman Sachs Raises its Price Target on Advanced Micro Devices, Inc. (AMD)
Insider Monkey73d agoneutral
Goldman Sachs Raises its Price Target on Advanced Micro Devices, Inc. (AMD)

Advanced Micro Devices, Inc. (NASDAQ:AMD) is among the Best AI Stocks. On July 6, Goldman Sachs raised its price target on Advanced Micro Devices, Inc. (NASDAQ:AMD) to $640 from $450. The firm maintained a Buy rating on the stock. On June 16, Advanced Micro Devices, Inc. (NASDAQ:AMD) and Rackspace Technology signed a definitive agreement to install […]

Intel, ARM face near-term pain while AMD rides server boom: BofA
Proactive73d agoneutral
Intel, ARM face near-term pain while AMD rides server boom: BofA

CPU makers Advanced Micro Devices Inc (NASDAQ:AMD, XETRA:AMD), Intel Corp (NASDAQ:INTC, XETRA:INL), Arm Holdings PLC (NASDAQ:ARM) and Qualcomm Inc (NASDAQ:QCOM, XETRA:QCI) are all reporting earnings in the coming weeks, and Bank of America says the results will tell very different stories...

AMD (AMD) Wins Approval To Sell AI Chips To Select Chinese Firms
Simply Wall St.73d agoneutral
AMD (AMD) Wins Approval To Sell AI Chips To Select Chinese Firms

U.S. regulators have approved sales of certain advanced AMD AI chips to a group of Chinese technology firms. The decision comes after a period of export controls that limited AMD’s access to the Chinese AI data center market. The approval applies to selected products that meet current U.S. export rules, rather than AMD’s highest performance AI chips. For investors watching Advanced Micro Devices, the new export approval lands after a powerful share price run, with NasdaqGS:AMD up 139.1%...

AMD Stock Jumps. Why This Analyst Sees 28% Upside.
Barrons.com73d agobullish
AMD Stock Jumps. Why This Analyst Sees 28% Upside.

Advanced Micro Devices got a big vote of confidence Tuesday as the artificial-intelligence trade was getting back in gear. KeyBanc Capital Markets analyst John Vinh, in a research note on the semiconductor sector, included a price target hike for AMD to $725 from $530. The firm maintained its Overweight rating on the chip stock, with the analyst writing KeyBanc remains “positive” on the shares.

Silo Pharma’s QwikAgents Joins AMD AI Developer Program to Advance AI Agent Platform
InvestorsHub73d agoneutral
Silo Pharma’s QwikAgents Joins AMD AI Developer Program to Advance AI Agent Platform

Silo Pharma (NASDAQ:SMPL) announced that its wholly owned subsidiary, QwikAgents, has joined AMD’s AI Developer Program, giving the company access to AI development resources intended to support the expansion of its enterprise and consumer AI agent platform. Key Investor TakeawaysSilo Pharma (NASDAQ:SMPL) said QwikAgents has been accepted into the AMD AI Developer Program.

Stocks to Watch: JPMorgan, BP, Lufthansa
The Wall Street Journal74d agoneutral
Stocks to Watch: JPMorgan, BP, Lufthansa

🔎 Goldman Sachs (GS), JPMorgan Chase (JPM), Bank of America (BAC), Wells Fargo (WFC), Citigroup (C): The banks will report second-quarter earnings today. Analysts expect them to post higher revenue and profit.

The whole chip trade is waiting on one report
TheStreet74d agoneutral
The whole chip trade is waiting on one report

Almost every advanced AI chip on the planet is built in one place. Nvidia's Blackwell processors, Apple's silicon, custom accelerators for Meta and AMD — they all run through the same foundry in Taiwan. That foundry is Taiwan Semiconductor Manufacturing Company (TSM). TSMC is set to ...