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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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Broadcom (AVGO) Launches VCF 9.1 to Accelerate Production AI in Private Clouds
Insider Monkey141d agoneutral
Broadcom (AVGO) Launches VCF 9.1 to Accelerate Production AI in Private Clouds

Broadcom Inc. (NASDAQ:AVGO) is one of the best stocks to buy for the next 15 years. On May 5, Broadcom announced the launch of VMware Cloud Foundation/VCF 9.1, a unified private cloud platform designed to provide a secure and cost-effective infrastructure for production AI. This updated version addresses the growing industry shift toward private cloud […]

Broadcom OpenAI Financing Snag Puts AI Growth And Valuation In Focus
Simply Wall St.141d agoneutral
Broadcom OpenAI Financing Snag Puts AI Growth And Valuation In Focus

Broadcom (NasdaqGS:AVGO) is reported to be facing an $18b financing roadblock tied to its custom AI chip deal with OpenAI. The issue raises questions around one of Broadcom's flagship AI partnerships and the funding structure behind large custom silicon orders. This development is material for investors tracking Broadcom's position in the AI infrastructure supply chain and its exposure to a key customer relationship. Broadcom has become a central supplier in the AI infrastructure stack,...

EWT, EWY, and SOXX: The Only 3 ETFs You Need for Semiconductor Dominance
24/7 Wall St.141d agoneutral
EWT, EWY, and SOXX: The Only 3 ETFs You Need for Semiconductor Dominance

Taiwan and South Korea sit at the center of the global chip supply chain, and three exchange-traded funds offer the most direct way to hold that exposure: the iShares MSCI Taiwan ETF (NYSEARCA:EWT), the iShares MSCI South Korea ETF (NYSEARCA:EWY), and the iShares Semiconductor ETF (NASDAQ:SOXX). Taiwan Semiconductor Manufacturing sits at the center of the ... EWT, EWY, and SOXX: The Only 3 ETFs You Need for Semiconductor Dominance

Nvidia CEO Jensen Huang Warns of ‘Horrible Outcome’ if China’s Huawei Gains AI Advantage
24/7 Wall St.142d agoneutral
Nvidia CEO Jensen Huang Warns of ‘Horrible Outcome’ if China’s Huawei Gains AI Advantage

On a recent Prof G Markets segment titled How China Wins The AI War, NVIDIA (NASDAQ: NVDA) CEO Jensen Huang delivered a blunt assessment of the competitive threat from China’s Huawei. “The day that Deepseek comes out on Huawei first, that is a horrible outcome for our nation,” he said, adding that, “AI models around ... Nvidia CEO Jensen Huang Warns of ‘Horrible Outcome’ if China’s Huawei Gains AI Advantage

The Next Phase of the AI Boom Could Be Even Kinder to the Pick-and-Shovel Plays
24/7 Wall St.142d agoneutral
The Next Phase of the AI Boom Could Be Even Kinder to the Pick-and-Shovel Plays

The first wave of the AI boom rewarded the most obvious names. The next wave spreads wealth across the entire infrastructure stack: foundries, custom silicon, networking fabric, and enterprise deployment tools. Hyperscaler CapEx is climbing, agentic AI drives inference loads that dwarf training, and every gigawatt of new compute pulls dollars through a long supply ... The Next Phase of the AI Boom Could Be Even Kinder to the Pick-and-Shovel Plays

Qualcomm Is One of the Cheapest AI Stocks in the Trump Bull Market. Here’s Why That Gap May Close
24/7 Wall St.142d agoneutral
Qualcomm Is One of the Cheapest AI Stocks in the Trump Bull Market. Here’s Why That Gap May Close

Qualcomm trades like a legacy modem company while quietly building the cheapest exposure to AI silicon in the entire Trump bull market, and that mispricing is the core investment thesis. Qualcomm (NASDAQ:QCOM) just delivered its fourth consecutive earnings beat, confirmed a hyperscaler custom silicon program, and authorized a fresh $20 billion buyback. The market is ... Qualcomm Is One of the Cheapest AI Stocks in the Trump Bull Market. Here’s Why That Gap May Close

Celestica (CLS) Announces Availability of 1.6TbE Switches for GenAI, ML Infrastructure
Insider Monkey142d agoneutral
Celestica (CLS) Announces Availability of 1.6TbE Switches for GenAI, ML Infrastructure

Celestica Inc. (NYSE:CLS) is one of the best growth stocks to invest in for the next 2 years. On April 29, Celestica announced that its DS6000-series 1.6TbE switches are now available for order, marking a transition from development to market-ready status. These switches are designed to serve as the high-speed backbone for GenAI and ML […]

This New Dividend Fund Is Chasing Yield And Growth At The Same Time
24/7 Wall St.142d agoneutral
This New Dividend Fund Is Chasing Yield And Growth At The Same Time

Most dividend ETFs make you pick a lane. You can chase yield with funds packed full of utilities, telecoms, and tobacco names that throw off cash but barely grow, or you can buy dividend growth funds that pay you almost nothing today on the promise of bigger checks a decade out. JPMorgan Dividend Leaders ETF ... This New Dividend Fund Is Chasing Yield And Growth At The Same Time