Apenas manchetes de alto sinal - eventos macro, resultados, M&A, regulatório. Listicles e clickbait de analistas filtrados por padrão. Atualizado a cada hora.
Sept 24 (Reuters) - Wall Street futures dropped on Thursday as the Middle East conflict remained far from a resolution while investors also exercised caution ahead of a keenly watched summit between
By Johann M Cherian and Tharuniyaa Lakshmi Sep 21 (Reuters) - US stock futures were higher on Monday, driven by gains in AI shares as Treasury yields took a beating and oil slid 2% to hit an 11-day
Key TakeawaysMarvell Technology (MRVL) closed at $244. 25 on September 18, a fresh high that fully erases the more than 8% drop the stock took the day after its August 27 earnings call, even though nothing about the underlying numbers has changed since then.
Sept 17 (Reuters) - GlobalFoundries and Marvell Technology have expanded their agreement to increase production capacity for a type of semiconductor used in high-speed optical connections in data
September S&P 500 E-Mini futures (ESU26) are down -0.14%, and September Nasdaq 100 E-Mini futures (NQU26) are down -0.13% this morning, trimming most of their earlier losses as a retreat in oil prices from session highs eased pressure on Treasuries.
Investors are questioning the AI spending cycle just as Marvell prepares to showcase its data-center portfolio.
A weekend debate over AI pacing collided with a Federal Reserve rate decision, and the chip sector is now sorting winners from losers in a way that reveals exactly which stocks investors trust least when the future gets expensive.
The technology sector is the S&P 500's worst performer today, down more than 2%. Here are some of the tech names getting hit hardest: Coherent, down 11%. Hewlett Packard Enterprise, down 11% Corning, down 11% Teradyne, down 11% Lumentum, down 8.
Investing.com - Enterprise software names are pointing sharply higher in pre-market trading on Monday as semiconductor stocks face broad selling pressure amid calls for broader slowdown in the AI arms race.
European chip stocks followed Asian peers lower, after leaders of the world’s biggest AI companies called for the industry to slow the tech’s development for safety reasons.
September S&P 500 E-Mini futures (ESU26) are down -0.27% this morning as escalating hostilities in the Middle East pushed oil prices higher, fueling inflation concerns and sapping risk appetite.
The S&P 500 Index ($SPX ) (SPY ) is down -0.32% today, the Dow Jones Industrial Average ($DOWI ) (DIA ) is down -1.04%, and the Nasdaq 100 Index ($IUXX ) (QQQ ) is down -0.04%. E-mini S&P futures (ESU26 ) are down -0.33%, and September E-mini Nasdaq futures (NQU26...
The S&P 500 Index ($SPX ) (SPY ) is down by -0.16% today, the Dow Jones Industrial Average ($DOWI ) (DIA ) is down by -0.23%, and the Nasdaq 100 Index ($IUXX ) (QQQ ) is up by +0.28%. E-mini S&P futures (ESU26 ) are down -0.138%, and September E-mini...
September Nasdaq 100 E-Mini futures (NQU26) are up +0.51% this morning, led by advances in chip and other AI-linked shares, while investors await the key U.S. jobs report for fresh clues on the Fed’s interest-rate path.
Score one to Nvidia The chip company emerged as the clear winner over rival Broadcom when it comes to the market reaction to their latest earnings report. It’s not that there was much wrong with Broadcom’s earnings. Nvidia’s projections were well ahead of what Wall Street analysts had penciled in.
Broadcom's AI revenue just posted a triple-digit surge, yet the stock is getting punished while its biggest rival is trading higher on the same report. The reason comes down to a margin story that is splitting the entire custom-silicon trade in two.
Broadcom might be the biggest winner from the AI-chip craze after Nvidia with a growing roster of large customers and $100 billion of revenue projected for that segment of its business in its next fiscal year. Broadcom came into the AI boom as a hodgepodge of chip and software businesses assembled by Chief Executive Hock Tan. Google changed the game at the boom’s outset.
Marvell just learned why a huge AI deal may not be enough.
If you read my last article on Marvell, what I feared most came true. But now, there might be another opportunity in MRVL stock to exploit.
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