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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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Modi pitches India as global chipmaking hub
AFP8d agoneutral
Modi pitches India as global chipmaking hub

Prime Minister Narendra Modi pitched India as a new global hub for semiconductor production on Thursday, urging technology firms to invest in what he called a "reliable" location.Amidst these challenges, the semiconductor industry also needs new and reliable locations," Modi said.

Why Intel (INTC) Stock Is Trading Up Today
StockStory8d agoneutral
Why Intel (INTC) Stock Is Trading Up Today

Shares of computer processor maker Intel (NASDAQ:INTC) jumped 4.7% in the afternoon session after Reuters reported that reports emerged of a potential U.S. memory chip manufacturing deal between the company and SK Hynix.

Is Micron Stock Cheap, Or Are Its Profits Borrowed?
Trefis8d agoneutral
Is Micron Stock Cheap, Or Are Its Profits Borrowed?

Micron Technology (MU) ranks first in its peer group on revenue growth, operating margin and twelve-month stock return. It still trades at 20.7 times earnings, below a peer's 26.6. The gap is not an oversight. The market is paying Micron for what it earns now and refusing to pay for what it earns next.

How Far Can NVIDIA Stock Fall In A Demand Scare?
Trefis8d agobearish
How Far Can NVIDIA Stock Fall In A Demand Scare?

NVIDIA (NVDA) stock trades near $212, about 10% below its 52-week high, and it has gone nowhere over the past three months. The company itself has not been standing still. So it is worth asking the uncomfortable question: how far does a stock like this fall when a real shock arrives, and how long would you wait to get it back.

Intel (INTC) Is In Advanced Talks On Ohio Memory Chip Manufacturing
Simply Wall St.8d agoneutral
Intel (INTC) Is In Advanced Talks On Ohio Memory Chip Manufacturing

Intel (NasdaqGS:INTC) is in advanced talks with SK Hynix on a U.S. memory chip manufacturing partnership centered on Intel's Ohio fab. Options under discussion reportedly include SK Hynix leasing part of Intel's planned Ohio facility or forming a new joint venture. The potential arrangement would extend memory chip production into Intel's U.S. manufacturing footprint, aligning with domestic semiconductor build-out priorities. This potential Intel and SK Hynix Ohio memory manufacturing...