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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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Micron's Largest Production Base Faces Strike Threats as Bonus Falls 'Short of Expectations,' Workers Demand Bigger Cut of AI-Driven Profits: Report
Benzinga7d agobearish
Micron's Largest Production Base Faces Strike Threats as Bonus Falls 'Short of Expectations,' Workers Demand Bigger Cut of AI-Driven Profits: Report

Hundreds of Micron Technology Inc. (NASDAQ:MU) employees rallied in Taiwan on Thursday, threatening to strike after rejecting the company’s fiscal 2026 bonus offer, with workers reportedly saying the offer fell short of expectations. Workers Say the Offer Falls Short Last week, Micron offered total compensation equivalent to 35 to 68 months of pay for the year, with minimum cash compensation of NTD1.7 million ($53,485), but workers at a rally near the Taoyuan plant said it doesn’t reflect the co

Stocks Rally, Shaking Off Fed’s Rate Hike
The Wall Street Journal7d agobullish
Stocks Rally, Shaking Off Fed’s Rate Hike

Major stock-market indexes rallied, reversing the declines that followed the Federal Reserve’s interest-rate hike Wednesday. The PHLX Semiconductor Index rose 3.1% after comments from Intel Chief Executive Lip-Bu Tan about soaring memory prices. The Securities and Exchange Commission cleared a path for trading venues to offer tokenized stocks in the U.S., a landmark decision that may overhaul traditional equity markets.

SanDisk Stock Looks Cheap, But Can It Keep Earning This Much?
Trefis7d agoneutral
SanDisk Stock Looks Cheap, But Can It Keep Earning This Much?

SanDisk (SNDK) has returned nearly 1,600% over the past twelve months and still trades at 19.5 times earnings, against an S&P 500 median of 22.4. It sits about 35% below its 52-week high. A cash-generative business priced under the market is where value buyers start. The question is whether those earnings are a new normal or the top of a memory cycle.

Micron's Taiwan workers say 68 months' bonus not enough
AFP7d agoneutral
Micron's Taiwan workers say 68 months' bonus not enough

Hundreds of workers at memory chip giant Micron Technology rallied on Thursday, threatening a strike as they rejected the US company's bonus offer of 68 months' pay as insufficient.The unions are seeking a one-off bonus of 83 months' salary as well as a permanent system that allocates 15 percent of the company's operating profits to worker bonuses, distributed quarterly rather than annually.

Modi pitches India as global chipmaking hub
AFP7d 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.