Notícias
Apenas manchetes de alto sinal - eventos macro, resultados, M&A, regulatório. Listicles e clickbait de analistas filtrados por padrão. Atualizado a cada hora.
Raoul Pal posted something on X on Monday that cuts through most of what passes for Bitcoin analysis right now. The Real Vision CEO and macro investor shared a single data point that reframes the entire conversation about what drives crypto prices. Bitcoin is 87 percent correlated to global ...
The market has been spooked by concerns of tech giants’ ballooning spending and signs that China may be catching up in the AI arms race. Asian chip stocks plunged, sending South Korea’s Kospi index 10% lower and Japan’s Nikkei down 4%. The worst-hit American names included memory makers Sandisk which fell another 14%, and Micron, which shed 8.9%.
U.S. stocks finished mixed as a rout in chip stocks continued while falling oil prices boosted consumer stocks.
US equity indexes were mixed Tuesday as crude oil prices fell and semiconductor stocks led a pullbac
The Dow left the Nasdaq in the dust again on Tuesday. The Nasdaq fell 0.2%. The Dow was led by a wave of strong earnings performances including Sherwin-Williams, but a majority of S&P 500 stocks were up all day.
Between AI spending doubts, a potential Fed surprise, and new competition from China, here's what's rattling investors.
Micron stock tumbled 9% as a perfect storm hit the chip sector. Here's what you need to know.
The summertime rotation out of tech stocks could face big near-terms risks, says BTIG’s Jonathan Krinsky.
Micron stock was among the sharpest fallers Tuesday after being spared the worst of the selling in the previous session. Micron stock was down 9% by midafternoon, while Sandisk Western Digital and Advanced Micro Devices were down around 15%, 8.2%, and 7.9%, respectively. The Nasdaq Composite was mostly flat despite the chaos.
The Dow jumped 520 points while the Nasdaq went nowhere. A global semiconductor panic is creating the strangest market split in months.
Current market behavior is making it difficult to follow this time-tested investing strategy.
Well-received earnings from Unilever, Croda and GSK spurred gains on the blue-chip FTSE 100.
The Bitcoin bounce looked promising. The charts now say it wasn't.
A fresh blank-check company just landed on Nasdaq with a war chest and a target-rich sector in its crosshairs, but seasoned SPAC watchers know the real money moves only after one critical reveal.
Dow Jones stocks Coca-Cola and Sherwin-Williams are charging ahead, with very different charts, buoying the index.
O’Keeffe Stevens Advisory, an investment advisory firm, released its second-quarter 2026 investor letter. A copy of the letter can be downloaded here. During Q2 2026, the market experienced notable dispersion between perceived AI losers and winners. The firm has made investments early in AI infrastructure companies, which yielded gains during market repricing. The second quarter […]
O’Keeffe Stevens Advisory, an investment advisory firm, released its second-quarter 2026 investor letter. A copy of the letter can be downloaded here. During Q2 2026, the market experienced notable dispersion between perceived AI losers and winners. The firm has made investments early in AI infrastructure companies, which yielded gains during market repricing. The second quarter […]
O’Keeffe Stevens Advisory, an investment advisory firm, released its second-quarter 2026 investor letter. A copy of the letter can be downloaded here. During Q2 2026, the market experienced notable dispersion between perceived AI losers and winners. The firm has made investments early in AI infrastructure companies, which yielded gains during market repricing. The second quarter […]
O’Keeffe Stevens Advisory, an investment advisory firm, released its second-quarter 2026 investor letter. A copy of the letter can be downloaded here. During Q2 2026, the market experienced notable dispersion between perceived AI losers and winners. The firm has made investments early in AI infrastructure companies, which yielded gains during market repricing. The second quarter […]
O’Keeffe Stevens Advisory, an investment advisory firm, released its second-quarter 2026 investor letter. A copy of the letter can be downloaded here. During Q2 2026, the market experienced notable dispersion between perceived AI losers and winners. The firm has made investments early in AI infrastructure companies, which yielded gains during market repricing. The second quarter […]