Notícias
Apenas manchetes de alto sinal - eventos macro, resultados, M&A, regulatório. Listicles e clickbait de analistas filtrados por padrão. Atualizado a cada hora.
The company that builds the world's most advanced chips is about to tell investors how hot AI demand really is.
The latest performance underscores steady demand for advanced chips.
Taiwan, Nvidia and Apple have been highlighted in this Investment Ideas article.
TSMC, the world's largest contract chipmaker, reported on Monday second-quarter revenue of 1.27 trillion Taiwan dollars ($39.63 billion), beating market expectations and rising 36% from a year earlier on surging interest in artificial intelligence applications. An LSEG SmartEstimate, drawn from 20 analysts, had expected revenue in the April-to-June quarter of 1.264 trillion Taiwan dollars. Taiwan Semiconductor Manufacturing Co (TSMC) is a major supplier to companies including Nvidia and Apple.
On an early July episode of Mad Money, Jim Cramer walked through the Magnificent Seven one stock at a time and pushed back on treating them as a single basket. Cramer’s charitable trust owns six of the seven, save Tesla, and the point was that each name has its own thesis, growth curve, and risks. ... Jim Cramer Says Comparing the Mag 7 Is a Mistake: Here Are 5 Reasons Each Stock Is Different
The lawsuit, which accuses OpenAI of stealing Apple’s hardware and trade secrets, marks a dramatic turn for two companies that were close partners.
Tech companies advanced AI, chips, cloud, space, and autonomous technologies while navigating legal battles, investments and restructuring efforts.
Apple (NasdaqGS:AAPL) has filed a federal lawsuit against OpenAI alleging theft of trade secrets tied to its AI hardware work. The complaint centers on claims that former Apple employees took confidential materials and shared them with OpenAI. The filing escalates a public feud involving senior tech leaders and highlights rising rivalry across AI hardware and software. Apple enters this legal fight while its stock trades at $315.32, with the company up 16.4% year to date and 49.9% over the...
Apple’s suit against OpenAI under Tim Cook echoes a familiar playbook, betting that litigation can delay a rival from upending the iPhone era.
GF Securities expects strong growth for Taiwan Semiconductor in Q2.
The two billionaires exchanged barbs on X over Apple's allegations that OpenAI is stealing operational secrets related to Apple's proprietary hardware.
Apple says the alleged theft was meant to hand OpenAI a shortcut into the hardware business — and that it started with an engineer who never lost his key to the building.
Morgan Creek Capital’s Mark Yusko said SpaceX is like Dogecoin in that it has a thin float to provide exit liquidity for Musk and early investors.
Viewing games will be more personalized, interactive and immersive. But something may be lost along the way.
The next product race may not be fought on the highway. If Tesla and Space X CEO Elon Musk is right, it will play out on factory floors, in warehouses and eventually inside homes, where humanoid robots could become as...
Apple Inc. (NASDAQ:AAPL) is one of the 10 Best Stocks to Buy in 2026 According to Billionaire D.E. Shaw. Consumer electronics giant Apple Inc. (NASDAQ:AAPL)’s shares are up by 48.9% over the past year and by 16,9% year-to-date. Evercore ISI discussed the firm on June 25th, as it kept a $365 share price target and […]
Plus, a plan to protect Earth from solar storms, how to shop for iPhones this year, how AI advice is undermining eating-disorder therapy and more.
Alphabet and Apple both carry trillion-dollar AI ambitions, but their valuations, growth rates, and capital strategies tell very different stories for retirement investors who need the right answer before they buy.
The Emmy Award nominations have been announced and two late-night show hosts who found themselves as enemies of President Donald Trump are now getting record nominations. Kimmel, Colbert Score Big It hasn’t been that long since President Trump was celebrating...
The U.S. added 441,078 new millionaires last year, according to the UBS Global Wealth Report 2026. That works out to more than 1,200 new millionaires every day and is an increase of 1.9% from 2024. The report also found that...
Editor’s Note: This story has been updated to correct details related to Intel (INTC). When it comes to tracking the trading activity of members of Congress, former Speaker of the House Nancy Pelosi (D-Calif.) has been among the most followed....
Good intentions don’t always earn universal applause. Sometimes they earn a two-word reply instead. Tesla and SpaceX CEO Elon Musk — and richest man in the world — offered exactly that after responding to an X post highlighting Amazon founder...
Rising chip prices, data centers, and subsequent price increases in consumer products have made Silicon Valley a villain in the age of AI.
Broadcom strengthened its growth outlook by securing a $30 billion chip agreement with Apple through 2031.
Those who bet against the tech leader don't have a great track record.
The artificial intelligence trade is not falling apart. Demand is growing. After a spectacular first-half advance in chip and memory stocks, investors are starting to distinguish companies that gain from AI investing from those that can develop without bearing the brunt of the spending. That's why ...
Artificial intelligence has become the technology industry’s biggest customer, and that shift is changing far more than data centers. Every new AI server requires enormous amounts of high-bandwidth memory (HBM) and advanced DRAM, leaving chipmakers racing to expand production. Yet new factories take years to build, not months. The result is a supply squeeze that ... AI Is Consuming the World’s Memory Supply — Will Apple Pay the Price?
70% of S&P 500 tech stocks are down more than 20% from their all-time highs, and half of those are off at least 35%.