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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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Nvidia’s CEO Sees Marvell Becoming the Next $1 Trillion Company. Shares Gained Another 5% Today.
24/7 Wall St.113d agoneutral
Nvidia’s CEO Sees Marvell Becoming the Next $1 Trillion Company. Shares Gained Another 5% Today.

It’s not every day the most influential CEO in artificial intelligence publicly anoints another semiconductor company as the next trillion-dollar stock. That is what happened when NVIDIA’s Jensen Huang praised Marvell Technology (NASDAQ:MRVL) onstage at the Computex AI Exhibition in Taiwan. After Huang’s quotes, a CNBC Halftime Report segment dove into what Huang said that ... Nvidia’s CEO Sees Marvell Becoming the Next $1 Trillion Company. Shares Gained Another 5% Today.

AI trade is taking a 'healthy' pause amid Broadcom speed bump
Yahoo Finance Video113d agoneutralVIDEO
AI trade is taking a 'healthy' pause amid Broadcom speed bump

While AI chip stocks like Broadcom (AVGO) have hit some speed bumps this week, should investors still be betting on the long-term resiliency of the AI trade? MassMutual head of investment strategy Kelly Kowalski tells Julie Hyman why this may be considered a "healthy" pause for AI stocks.

Morgan Staneley Expects Strong Ramp In Broadcom (AVGO)’s Networking And ASICs Segments; Raises PT To $485
Insider Monkey113d agoneutral
Morgan Staneley Expects Strong Ramp In Broadcom (AVGO)’s Networking And ASICs Segments; Raises PT To $485

With strong hedge fund and Wall Street support, Broadcom Inc. (NASDAQ:AVGO) ranks among the best AI infrastructure stocks and has 8.6% upside potential. Broadcom Inc. (NASDAQ:AVGO) heads into its quarterly report with analysts expecting the company’s AI-driven growth to remain firmly intact. On June 1, 2026, Morgan Stanley analyst Joseph Moore raised the firm’s price […]

Amazon’s $50 Billion Chip Secret: Why It Could Become Nvidia’s Biggest AI Rival
24/7 Wall St.113d agoneutral
Amazon’s $50 Billion Chip Secret: Why It Could Become Nvidia’s Biggest AI Rival

Artificial intelligence has turned semiconductor stocks into the market’s biggest winners. Nvidia (NASDAQ:NVDA), Broadcom (NASDAQ:AVGO), Advanced Micro Devices (NASDAQ:AMD), and other chipmakers have captured investors’ attention as demand for AI infrastructure continues to climb. But what if one of the fastest-growing chip businesses isn’t actually a semiconductor company at all? That’s the question investors should ... Amazon’s $50 Billion Chip Secret: Why It Could Become Nvidia’s Biggest AI R

📃Money Quote: Tech Selloff an ‘Overreaction’
The Wall Street Journal113d agobearish
📃Money Quote: Tech Selloff an ‘Overreaction’

📣 “There's nothing to support the fact that all these companies should be dumped, just because Broadcom’s got a problem...Today’s tech sell-off is an overreaction to Broadcom’s results because there’s no evidence to suggest that the AI trade is weakening.

Broadcom stock sinks. Are AI earnings expectations 'insatiable'?
Yahoo Finance Video113d agoneutralVIDEO
Broadcom stock sinks. Are AI earnings expectations 'insatiable'?

Broadcom (AVGO) stock sinks further in Thursday trading despite topping estimates for fiscal second quarter earnings and revenue, while also outpacing forecasts on third quarter guidance. Northwestern Mutual Wealth Management Company CIO Brent Schutte joins Yahoo Finance Senior Reporters Ines Ferré and Brooke DiPalma in assessing Broadcom's post-earnings stock reaction compared to other AI players.