Apenas manchetes de alto sinal - eventos macro, resultados, M&A, regulatório. Listicles e clickbait de analistas filtrados por padrão. Atualizado a cada hora.
STMicroelectronics (STM) was a big mover last session on higher-than-average trading volume. The latest trend in earnings estimate revisions might not help the stock continue moving higher in the near term.
STMicroelectronics N.V. (NYSE:STM) ranks among the best technology growth stocks to buy under $100. Mizuho increased its price target for STMicroelectronics N.V. (NYSE:STM) to $68 from $56 on May 19, keeping an Outperform rating on the company’s shares. As customers migrate to 800-volt systems, the firm predicts that AI server content will top $230 million […]
French quantum computing startup Quobly said on Wednesday it has raised €115 million ($133.72 million) in a funding round led by France's state-backed investment bank Bpifrance, chipmaker STMicroelectronics and Sealsq. The funding follows a wave of public investment in quantum computing in the U.S. and Europe. French President Emmanuel Macron last month said France will invest €1 billion in quantum computing, a day after U.S. President Donald Trump's administration announced $2 billion in funding for the technology.
STMicroelectronics NV (NYSE:STM) is one of the 10 Stocks Delivering Massive Returns. STMicroelectronics saw its share prices climb to a new all-time high on Tuesday, after doubling its revenue growth forecast for full-year 2026. In intra-day trading, the stock surged to its highest price of $80.58 before paring gains to finish the session just up […]
European stock markets closed higher in Tuesday trading as the Stoxx Europe rose 0.6%, Germany's DAX
Navitas' 250% YTD surge has it trading at 104.75x forward P/S. AI infrastructure momentum is real, but shares look priced for perfection.
STMicroelectronics now expects data center revenue of roughly $1 billion in 2026, up from a previous target of ‘nicely above $500 million.’
AI infrastructure demand lifts STMicro's data center outlook.
STMicroelectronics (NYSE:STM) increased its revenue expectations for its data centre business on Tuesday, citing strong momentum from artificial intelligence infrastructure investment and ongoing expansion of manufacturing capacity. The Franco-Italian semiconductor manufacturer, which counts Tesla and Apple among its customers, now expects its data centre operations to generate approximately $1 billion in revenue during 2026.
↘️ Alphabet (GOOGL): The stock fell more than 2.5% premarket after the company said it plans to raise $80 billion to help finance AI infrastructure investments. Shares in Berkshire Hathaway (BRK.B), which agreed to buy $10 billion of stock, are little changed ahead of the bell.
STMicroelectronics is likely to decide on a further expansion of its Crolles chipmaking site in France by the end of 2026, as demand for silicon photonics used in AI data centres accelerates, its chief executive said on Tuesday. CEO Jean-Marc Chery, speaking at a conference in Geneva, Switzerland hosted by BNP Paribas, said the expected shift towards so-called near-package optics, where optical engines sit closer to processors, would require a capacity decision. (Reporting by Nathan Vifflin in Gdansk, editing by Milla Nissi-Prussak)
By Amanda Cooper LONDON, June 2 (Reuters) - Global stocks rallied on Tuesday, buoyed by fresh AI optimism after Anthropic moved towards a U.S. stock market listing, while oil prices and bond yields
Paris-listed shares jumped 8.2%, adding to a rally that has led the stock to nearly triple its value since the start of the year.
June 2 (Reuters) - European shares opened higher on Tuesday as strong forecasts from chipmaker STMicroelectronics lifted technology stocks, while investors awaited a key inflation report later in the
STMicroelectronics raised the revenue target for its data centre business on Tuesday, citing continued strong demand tied to AI infrastructure and progress in expanding capacity. The Franco-Italian chipmaker now expects data centre revenue of about $1 billion in 2026, compared with its previous forecast for revenue "nicely above" $500 million. "Assuming the current dynamic continues and with the current engagements we have, revenues could double in 2027," STMicro said in a statement.
Top Stock for AI’s Next Megatrend: Infineon The development of AI data centers has pushed the limits of the industry in several categories. For instance, capex keeps increasing, as infrastructure expands. Energy might be one of the sectors with the fastest growth. Normally it grows at a steady pace, nonetheless to keep up with the ... Top Stock for AI’s Next Megatrend: Infineon
ON Semiconductor posts a third straight sequential gross margin gain to 38.5% as AI data center revenues surge and Fab Right lifts utilization and mix.
ADI's industrial segment surges 56% year over year in Q2 fiscal 2026, fueled by AI infrastructure, automation and defense demand.
European blue-chip stock indexes edged lower as increasing pessimism around a U.S.-Iran peace deal weighed on market confidence. Technology stocks gained amid broader risk-off sentiment, with the Europe-wide Stoxx 600 slipping 0.
(Bloomberg) -- Italy’s benchmark equity index rose past its all-time closing high set in 2000, with a recent rally in energy and chip stocks supercharging it to record levels.Most Read from BloombergNvidia CEO Urges Super Micro to Tighten Up on ComplianceTrump Doctor Visit Renews Health Scrutiny as 80th Birthday NearsTrump Says He’ll Announce Negotiated Deal With Iran ShortlyRubio Sees Good News Coming on Hormuz as Iran Talks ContinueUS, Iran Inch Toward Deal as Gaps Remain on Uranium, Sanctions
European stock markets closed higher Friday as the Stoxx Europe 600 rose 0.7%, Germany's DAX 40 clim
STMicroelectronics N.V. (NYSE:STM) is one of the 10 Best European Growth Stocks to Buy. On May 15, 2026, Deutsche Bank analyst Robert Sanders raised the firm’s price target on STMicroelectronics N.V. (NYSE:STM) to EUR 42 from EUR 32 while maintaining a Buy rating on the shares. Last month, Citi analyst Andrew Gardiner also raised the […]
Analysts have reset their Fair Value price target for STMicroelectronics to €46.41 from €27.52, pointing to a meaningfully different view of what the equity could be worth. This shift lines up with recent research that has become more constructive on the stock, citing changing expectations around AI server demand, industrial and memory exposure, and execution in key product lines. As you read on, you will see how these evolving assumptions are shaping the story and what to watch as new...
Markets climbed on Friday as hopes of a breakthrough in US-Iran negotiations steadied investor nerves, but with Hormuz shipping still disrupted and oil above $100, uncertainty has far from lifted.View on euronews
Mizuho analyst Vijay Rakesh upgraded his price targets on Micron Technology (MU), STMicroelectronics (STMPA), and Texas Instruments (TXN) this week, arguing that AI data center demand is creating durable tailwinds for both analog chips and memory in ways the market hasn't fully priced in yet. He ...
STMicroelectronics N.V. (NYSE:STM) was among the stocks Jim Cramer discussed while explaining how investors can navigate the current market rotation. A caller sought Cramer’s opinion on the stock, and here’s what he had to say in response: We’re late, we’re late, we’re late. 51 times earnings does not make it for me, even if it’s […]
ON is gaining EV traction in China as its silicon carbide tech expands across new models and next-gen EV platforms.
NVTS sees AI data centers as a multibillion-dollar growth driver as demand rises for GaN and SiC chips in next-gen power-hungry racks.
We use Google Analytics to count anonymous page views and understand which content gets read. No ads, no profiles. Decline keeps you on cookieless mode. Details.