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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.

30,465 signal articles · 149 in last 24h · 154,208 total before filter · latest 35m ago
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Bloomberg77d agoneutral
Apollo’s $35 Billion AI Chip Credit Deal Is Set to Begin Trading

(Bloomberg) -- More money managers and dealers are about to get their hands on pieces of the largest private credit deal on record — when a chunk of a $35 billion financing package for Broadcom Inc. and Anthropic PBC’s AI infrastructure expansion begins trading.Most Read from BloombergMicrosoft’s Xbox to Shift Obsidian Studio to New ‘Fallout’ Video GameNvidia’s $1 Trillion Slide Sends Valuation to Pre-AI Boom LevelsTrump Vents Anger With Iran and Warns Ceasefire May Be ‘Over’US Military Launches

Veteran analyst drops massive Micron valuation prediction
TheStreet78d agobearish
Veteran analyst drops massive Micron valuation prediction

Wall Street is becoming more confident in Micron Technology (MU). A Melius analyst now says the chipmaker could become the sixth-largest public company in the United States. That would make it worth more thanBroadcom (AVGO) and even Taiwan Semiconductor (TSM). The analyst's claim is a bold ...

Investing.com78d agoneutral
Apple commits over $30 billion to Broadcom chip deal

Investing.com -- Apple announced Tuesday a multiyear agreement with Broadcom valued at more than $30 billion to design and produce custom silicon components and wireless connectivity technologies for Apple products. The deal will result in the production of more than 15 billion U.S.-made chips and support hundreds of American jobs.

Apple to spend $30 billion in Broadcom chips deal that will see Colorado factory expand
Reuters78d agoneutral
Apple to spend $30 billion in Broadcom chips deal that will see Colorado factory expand

Apple plans to spend more than $30 billion as part ‌of a chip-supply agreement reached earlier this ‌week with Broadcom that will also see the chipmaker expand a ​factory in Colorado, the companies said on Wednesday. Broadcom disclosed on Monday it had secured a long-term supply deal through 2031 with the iPhone maker. On Wednesday, Apple said ‌the deal will ⁠involve a radiofrequency chip called FBAR filters that will help Apple devices communicate wirelessly and ⁠which Apple has been working with Broadcom to develop since at least 2023.

Apple to Spend $30 Billion on U.S.-Made Chips From Broadcom
The Wall Street Journal78d agoneutral
Apple to Spend $30 Billion on U.S.-Made Chips From Broadcom

Apple is ramping up its investment in U.S.-made chips, with plans to spend more than $30 billion with Broadcom in the next five years. The investment is the largest Apple has specified as part of its pledge to invest $600 billion in the U.S. over four years, a pledge that helped the company secure an exemption from proposed Trump administration tariffs. Apple said the investment will enable Broadcom to expand a manufacturing facility in Fort Collins, Colo.

Broadcom extends Apple chip deal through 2031
TheStreet79d agoneutral
Broadcom extends Apple chip deal through 2031

Broadcom Inc. (AVGO) just extended its chip supply agreement with Apple through 2031, according to a regulatory filing reported by Bloomberg. This partnership is not a new development. Apple and Broadcom have a long-standing supply relationship and previously made headlines back in 2023 when Apple ...

Bloomberg79d agoneutral
Mag 7 Loses Market Swagger as AI Trade Spreads Beyond Behemoths

(Bloomberg) -- For years, the Magnificent Seven tech giants commanded investors’ attention, dominating the S&P 500 Index and determining which way the overall stock market was headed. Those days are over.Most Read from BloombergGreece Offers Bounty to Catch Ravenous Fish Lured by Warming SeaMicrosoft’s Xbox to Cut 3,200 Jobs, Divest Five Studios in Major OverhaulTwo Millennium Trading Pods Made About $3.7 Billion Last MonthSaudis Slash Main Oil Price to Rare Discount as Market DivesChina Sentenc

US futures edge lower as investors assess Samsung results and Fed outlook: Dow Jones, S&P, Nasdaq, Wall Street
InvestorsHub79d agoneutral
US futures edge lower as investors assess Samsung results and Fed outlook: Dow Jones, S&P, Nasdaq, Wall Street

US stock index futures traded cautiously on Tuesday after the Dow Jones Industrial Average reached a record high in the previous session, while investors weighed another strong earnings update from Samsung Electronics (USOTC:SSNHZ) alongside fresh comments from Federal Reserve Governor Christopher Waller. Futures pause after Wall Street recordsBy 03:02 ET (07:02 GMT), futures linked to the Dow Jones Industrial Average were little changed.

Will Someone Finally Blink in the AI Spending War?
The Wall Street Journal79d agoneutral
Will Someone Finally Blink in the AI Spending War?

Big tech reining in its AI spending may be a tantalizing prospect for some. Second-quarter reports coming later this month will likely show another period of blowout AI investments. Wall Street analysts estimate that combined capital spending by Google, Microsoft Amazon com and Meta Platforms surged 74% year over year to hit $168 billion in the June-ending quarter, according to consensus estimates from Visible Alpha.

Bloomberg80d agobullish
Broadcom, Apple Expand Partnership to 2031 With Custom Chips

(Bloomberg) -- Broadcom Inc. said Monday that it will provide custom chips for Apple Inc. in an expanded deal that runs through 2031.Most Read from BloombergGreece Offers Bounty to Catch Ravenous Fish Lured by Warming SeaOil, Gas Tankers Cross Hormuz Via Oman-Side Route After U-TurnsThe Tanker Tycoon Making Millions on Hormuz Shuttle RunsModi’s Flagship Biofuel Push Faces Backlash From MotoristsFIFA Allows Balogun to Play After Trump Call Sparking UproarThe companies have signed a new multi-year

Broadcom, Apple extend chip partnership through 2031
Reuters80d agoneutral
Broadcom, Apple extend chip partnership through 2031

Broadcom said on Monday that ‌the chipmaker and ‌Apple have agreed to expand ​their partnership through 2031 to develop and supply a range of custom ‌chips. Broadcom has ⁠been a long-standing supplier to Apple, ⁠providing key components, including custom radio frequency ​chips used ​in ​iPhones, Wi-Fi and ‌Bluetooth connectivity chips, and other networking semiconductors. Apple is one of Broadcom's largest customers.

Top Analyst strongly resets AMD stock price target
TheStreet81d agoneutral
Top Analyst strongly resets AMD stock price target

Wall Street just picked a new favorite in the AI chip race, and it isn't the company most investors expect. According to Investing.com, Cantor Fitzgerald analyst C.J. Muse raised his price target on Advanced Micro Devices (AMD) to $700 from $500 on June 29, keeping his Overweight rating. That ...

JPMorgan names 2 Strong Buy picks for the rest of 2026
TheStreet83d agobullish
JPMorgan names 2 Strong Buy picks for the rest of 2026

U.S. equities have been solid so far in 2026, and according to JPMorgan's global investment strategist, Kriti Gupta, the S&P 500 could climb as high as 9,000 by mid-2027. That would mark a gain of about 20% from where the index sits now. The bank's analysts back that outlook with two specific ...

VGT Investors: Watch Hyperscaler Capex Guidance in H2 2026
24/7 Wall St.83d agoneutral
VGT Investors: Watch Hyperscaler Capex Guidance in H2 2026

The Vanguard Information Technology ETF (NYSEARCA:VGT) just gave back a chunk of its 2026 run, sliding 5% in a single week as semiconductor names corrected. The fund is still up about 21% year to date and roughly 39% over the past year, but holders should treat that pullback as the market beginning to question the ... VGT Investors: Watch Hyperscaler Capex Guidance in H2 2026