Netlist is seeking exclusion and cease-and-desist orders that could restrict imports of infringing products into the U.S.
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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.

The S&P 500 has swung back into positive territory for the month, thanks to a rally in tech shares today. Chip stocks, software firms, hyperscalers and shares of companies whose fortunes are tied to cryptocurrencies are all rallying in early trading.

Silver Lake just filed to sell more Dell shares into a session where the stock is surging, and the server complex is moving like the sponsor notices do not matter at all. Here is why buyers are ignoring the overhang and what the Fed could do to that confidence by afternoon.
Super Micro Shares Slide As AI Spending Faces A Fresh Reality Check

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.

Asian and European chip stocks tumbled Monday after leaders of the world’s biggest artificial intelligence companies called for the industry to slow development of the technology for safety reasons. Nvidia and Intel are down in premarket trading.

Oracle just revealed a staggering capital spending plan, and the shockwaves landed hardest not on Oracle itself but on three server makers that had no news of their own to justify their sudden surge.

HPE just raised its guidance and posted blockbuster growth, yet the stock is sinking while the broader tech market climbs. The reason why has less to do with demand and more to do with a supply problem that could haunt the company for quarters to come.
Investing.com - U.S. stock index futures edged lower on Wednesday as investors contended with a global bond selloff, elevated energy prices and growing expectations that the Federal Reserve could raise interest rates later this month, putting pressure on rate-sensitive technology stocks.

Dell stock is sliding into earnings despite a setup that looks unusually bullish on paper, and the gap between those two things tells a specific story about what traders actually need to see tonight.

The AI infrastructure boom is facing another key readout as investors gauge whether demand remains strong enough to support elevated valuations.

Dell is scheduled to report second-quarter financial results after the stock market closes on Tuesday.

Asian stocks were mixed on Thursday following modest losses on Wall Street, while oil prices declined. U.S. futures were trading higher after Nvidia’s latest quarterly earnings beat Wall Street’s expectations as demand for its advanced artificial intelligence chips surged. In Japan, the Nikkei 225 slipped 0.2% to 66,162.72.

The US government is investigating Singapore-based Apex Logistics for its suspected role in smuggling Nvidia Corp. AI chips to China, people familiar with the matter said, in what may result in the first action against a transportation company for allegedly participating in the illegal semiconductor trade.

The US government is investigating Singapore-based Apex Logistics for its suspected role in smuggling Nvidia Corp. AI chips to China, people familiar with the matter said, in what may result in the first action against a transportation company for allegedly participating in the illegal semiconductor trade.

NVDA awaits earnings near its 50-day EMA as Intel tests key technical support and SMCI remains range-bound between $35 and $40 resistance.

The relentless buildout of artificial intelligence infrastructure is drawing bipartisan backlash, which could introduce political risk to the market’s beloved trade ahead of the US midterm election.

Plus: U.S. sanctions suspected Iranian hackers on ‘economic D-Day;’ Alabama subpoenas OpenAI over rogue cyberattack.

Super Micro Computer has cleared a major governance hurdle. Is the stock a 'Buy' now?
Super Micro Computer stock falls. Why the AI server maker faces fresh pressure

U.S. export controls have pushed Chinese companies to seek Nvidia chips through backdoor routes, as Taiwan tries to find ways to clamp down.

Taiwan prosecutors said on Monday they indicted nine people, including employees of Nvidia and Super Micro, accused of illegal export of artificial intelligence servers to China. Semiconductor powerhouse Taiwan is the world's largest producer of advanced chips used in AI applications. Prosecutors this year investigated the suspected illegal export of servers equipped with Nvidia chips subject to U.S. export controls.

The AI-hardware maker’s board found no evidence CEO Charles Liang knew anything about alleged chip smuggling but a pending trial could bring more legal exposure to the beleaguered company.

Super Micro says its internal probe has cleared current management of any wrongdoing. But does that warrant buying SMCI shares today? Let’s find out!
The AI server maker says executives were unaware of the scheme.

The server maker ended an investigation into an alleged scheme by two employees and a contractor to smuggle Nvidia chips to China.
SMCI said its investigation also found no evidence that Supermicro directly sold export-controlled products to known restricted parties or locations.

Super Micro Computer Inc. completed an independent investigation into its export compliance program, with the investigation team concluding the company’s senior managment had no knowledge of an alleged diversion scheme involving Nvidia Corp. chips.

