Notícias
Apenas manchetes de alto sinal - eventos macro, resultados, M&A, regulatório. Listicles e clickbait de analistas filtrados por padrão. Atualizado a cada hora.
Lumentum shares rose after it announced an AI optical connectivity demonstration with Corning and Qualcomm at ECOC 2026, pairing its VCSEL lasers with high-density chip-to-chip links.
Flex Ltd. has outpaced the technical sector, and analysts remain highly optimistic about the stock’s outlook.
Wells Fargo just raised its Meta price target before Connect rather than after it, which means buyers are betting on Muse usage numbers the company has not yet disclosed and that this week's developer event will either validate or crush.
Alphabet surged Friday while Meta and Microsoft both slipped into the red, leaving traders to figure out whether one mega-cap is breaking away from the pack or simply catching a wave that has nowhere structural to stand.
Apple just repriced the entire iPhone lineup from the top down, and the supplier shockwaves are already hitting the tape in ways that go beyond the usual launch-day noise.
Cipher Digital, Marvell Technology, and Fortinet are riding multiyear tailwinds.
Intel has outperformed the technology sector, yet analysts remain unsure about the stock’s outlook.
Amazon is surging 4% on a massive GPU expansion deal with the very chip supplier that is simultaneously sinking 4% on the same news. The split tells a story about where Wall Street thinks AI infrastructure profits are really going.
Microsoft's shares surge after a fiscal Q4 earnings beat. See why ETFs with significant MSFT exposure may offer diversified access to its AI and cloud growth.
The tech sector was leading today’s stock market bounce back, and chip stocks were a standout group. Tech was the top performing sector in the S&P 500 by a large margin. The State Street Technology Select Sector SPDR ETF was up 4.9%, while the next best performing sectors saw less than 1% in gains.
Shares of Microsoft (NASDAQ:MSFT) are up 9% in early Thursday trading, changing hands at $427 after the software giant delivered a fiscal fourth-quarter blowout and crossed a symbolic Azure milestone. The pop lifts the stock off Wednesday’s $390.54 close and pushes it back toward levels last seen in the spring. As of yesterday’s close, Microsoft ... Microsoft Surges 9% as Azure Tops $100B and Q4 Beat Lifts Most Price Targets
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%.
What do the tech insiders know that most investors don't?
Apple's $30B Broadcom chip deal highlights tech ETFs with exposure to both companies as investors seek diversified AI-related opportunities.
These two tech stocks look primed for long-term rallies.
Microsoft's steepest monthly drop since 2000 has investors eyeing tech ETFs as a diversified way to gain AI exposure while limiting single-stock risk.
US-Iran deal hopes may ease oil prices, curb inflation and lift risk appetite. Here are some ETFs that could win, and those that may lag.
AMD's stock has already more than doubled this year.
While Akamai Technologies has exceeded the technology sector over the past year, Wall Street analysts maintain a cautiously optimistic outlook on the stock’s prospects.
Lumentum Holdings has outperformed its sector peers recently, and analysts remain highly optimistic about the stock’s prospects.
When you start seeing things that rarely (if ever) happen, it's often a call for a bit of suspicious scrutiny.
As Seagate Technology has significantly surpassed the technology sector over the past year, Wall Street analysts maintain a strongly optimistic outlook on the stock’s prospects.
As Teradyne has exceeded the technology sector over the past year, Wall Street analysts maintain a strongly optimistic outlook on the stock’s prospects.
Hewlett Packard has notably outperformed the Technology sector over the past year, and analysts are cautiously optimistic about the stock’s prospects.