Apenas manchetes de alto sinal - eventos macro, resultados, M&A, regulatório. Listicles e clickbait de analistas filtrados por padrão. Atualizado a cada hora.
OpenAI says its first homegrown inference chip can do up to 1.9 times more AI work per watt than the comparison systems, and it went from initial design to tape-out in nine months. The more investable surprise is who helped turn that sketch into silicon. Broadcom Inc. (NASDAQ:AVGO) handled Jalapeño’s physical implementation and supplied the […]
July revenue already accelerated 44.7%; Nvidia's new forecast raises expectations for utilization again.
China's tech momentum is holding firm into 2027, with TSMC, ACM Research, GDS Holdings and Kingsoft Cloud backed by strong growth drivers.
There were several common purchases among hedge funds in Q2.
NVIDIA beats Q2 estimates and sees 70% fiscal 2028 revenue growth, while NVDA-heavy ETFs offer exposure with less company-specific risk.
Shares jumped as Nvidia signaled demand remains stronger than supply.
Sandisk has taken investors on quite the roller-coaster ride this year.
Taiwan Semiconductor Manufacturing (NYSE:TSM) is set to produce advanced chips for Xiaomi, including the new Xring O3 processor, using its 3-nanometer technology. The Xiaomi partnership extends TSMC's reach into AI focused consumer devices and autonomous driving products. The new 3nm orders highlight how TSMC is securing additional high value work beyond its traditional set of large chip designer customers. This kind of demand for advanced AI hardware points to a broader trend across...
People want to know where the CEO is dining, and more importantly, who he's with.
People want to know where the CEO is dining, and more importantly, who he's with.
On August 11, 2026, Sony Group Corporation (NYSE:SONY) and Taiwan Semiconductor Manufacturing Company Limited (NYSE:TSM) agreed to form a $4.7 billion joint venture to develop and manufacture next-generation image sensors for smartphones. Mass production is expected to begin in 2029. Why This Matters Sony is trying to limit its own capital spending on next-generation chip […]
Another 44.7% revenue jump leaves little room for tonight's largest AI customer to deliver ordinary guidance.
OpenAI's Jalapeño ASIC reportedly beats Blackwell in inference efficiency, as Microsoft advances its Maia 300 chip, raising questions about NVIDIA's long-term margins and valuation.
New processors and TSMC packaging issues could reshape the opportunity.
Taiwan Semiconductor powers every major AI chip on the planet, yet its stock trades at a fraction of the valuations enjoyed by its own customers. Whether that discount closes or widens in 2027 depends on three things going right simultaneously.
UnitedHealth still looks like a compelling long-term investment.
A semiconductor engineer with 30 years on the fab floor relocates to Phoenix at 60, confident his long career will follow him into retirement. What the U.S. Social Security system sees when it looks at those decades abroad may change everything he planned for.
The foundry is already building for aggressive demand forecasts that Wednesday's earnings must help validate.
A number of stocks jumped in the morning session after easing selling pressure, lower Treasury yields, and positive momentum from Asian markets boosted investor sentiment ahead of Nvidia's quarterly earnings and key inflation data.
We examine why photonics stocks are surging and highlight five ETFs.
Taiwan Semiconductor is riding on surging AI demand, advanced-node adoption and global capacity expansion as revenues and earnings maintain strong growth momentum.
Nvidia earnings land August 26 with 97% beat odds, yet options hedging and chip outflows show traders bracing for another post-beat drop.
When a new industry erupts, the early leaders rarely become the final winners, and top investors say the same pattern is playing out across AI right now. Their framework for navigating that uncertainty targets a very different set of companies than most portfolios hold.
Dividend-growth stocks may offer stability as investors rotate from high-valuation tech, with five names standing out on growth, cash flow and payouts.
CRM's rising Agentforce adoption and expanding AI ecosystem are expected to have supported subscription growth in Q2 fiscal 2027.
Sam Altman says AI adoption is stuck in a palm pilot era while Jensen Huang calls demand parabolic, and both executives might be telling the truth at the same time. Understanding why that tension exists has real consequences for where the money actually flows.
The mean of analysts' price targets for TSMC (TSM) points to a 25% upside in the stock. While this highly sought-after metric has not proven reasonably effective, strong agreement among analysts in raising earnings estimates does indicate an upside in the stock.
The South Korean market has run sharply thanks to AI-driven gains in Samsung and SK Hynix.
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