Brazil Semiconductors news | Sharemaestro Newsreel

14:37 12 Aug 2026

finance.yahoo.com Deals and strategy Provider-linked mention 🇧🇷 Brazil

TSMC & Sony Establish JV in Japan to Develop Smartphone Image Sensors

Taiwan Semiconductor Manufacturing Company TSM, or TSMC, and Sony Semiconductor Solutions have executed a legally binding definitive agreement to establish Advanced Vision Semiconductor Manufacturing Corporation, a joint venture (JV) in Kumamoto, Japan. The JV will focus on developing and manufacturing smartphone image sensors, with …

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14:35 12 Aug 2026

finance.yahoo.com Earnings Provider-linked mention 🇧🇷 Brazil

Tim Cook Is Handing Off Apple to John Ternus as CEO on Sept. 1. Here's How Apple's Stock Has Performed Over Cook's 15-Year Tenure.

When Tim Cook took over as CEO of Apple (NASDAQ: AAPL) 15 years ago, expectations were high. Founder and former CEO Steve Jobs had brought it back from the brink of bankruptcy and made it the most valuable company in the world. And of …

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14:34 12 Aug 2026

finance.yahoo.com Market update Provider-linked mention 🇧🇷 Brazil

Private 5G Network Deployment Tracker & Forecasts 2026-2030 | Covers 9,300 Engagements Across 130 Countries

Company Logo Dublin, Aug. 12, 2026 (GLOBE NEWSWIRE) -- The "Private 5G Network Deployment Tracker & Forecasts 2026-2030" has been added to ResearchAndMarkets.com's offering. Private cellular networks remained a specialist segment during the 2G and 3G eras, with deployments such as GSM-R supporting railway …

ITLC34 mentioned

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14:32 12 Aug 2026

finance.yahoo.com Capital return Provider-linked mention 🇧🇷 Brazil

AI-Race-Based Dilution: Why Meta Is More Dangerous Than Alphabet

Quick Read Meta (META) saw operating margin collapse from 43% to 31% while Alphabet (GOOGL) expanded margins, powered by Google Cloud growing 82%. Meta's paused buybacks leave stock-based compensation unhedged, quietly expanding share count while Alphabet's $53B free cash flow absorbs vesting pressure. Alphabet's …

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14:32 12 Aug 2026

finance.yahoo.com Earnings Provider-linked mention 🇧🇷 Brazil

Anterix Reports Narrower-Than-Expected Q1 Loss on Solid Revenue Growth

Anterix Inc. ATEX reported mixed first-quarter fiscal 2027 results, wherein the top line missed the Zacks Consensus Estimate, but the bottom line beat the same. The company delivered 38.1% year-over-year revenue growth, driven by higher spectrum revenues. It also advanced its broadband spectrum business …

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14:28 12 Aug 2026

finance.yahoo.com Regulatory and legal Provider-linked mention 🇧🇷 Brazil

Kinder Morgan Just Locked In a $5 Billion Pipeline Deal. Here's What It Means for KMI's Dividend.

Kinder Morgan (NYSE: KMI), Phillips 66 (NYSE: PSX), and HF Sinclair (NYSE: DINO) just finalized a joint venture (JV) and made a final investment decision to build the Western Gateway Pipeline System. Valued at $5 billion, the 1,300-mile Western Gateway system will move refined …

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14:22 12 Aug 2026

finance.yahoo.com Earnings Main company 🇧🇷 Brazil

NVIDIA's $500B Funding Push: Can It Unlock More Revenue Growth?

NVIDIA Corporation NVDA is taking a major step to accelerate the AI infrastructure buildout by partnering with six leading financial institutions to create financing platforms that could mobilize more than $500 billion of third-party capital over time. The partnerships involve Apollo, BlackRock, Blackstone, Brookfield, …

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14:20 12 Aug 2026

finance.yahoo.com Earnings Provider-linked mention 🇧🇷 Brazil

Intuitive Surgical (ISRG) Stock Has Plunged 33% in 2026. Here's Why One Fund Manager Remains Bullish -- and Why I Do, Too.

If you're not familiar with Intuitive Surgical (NASDAQ: ISRG), know this: It's a massive robotic surgical systems specialist, with a recent market value topping $135 billion. That market value was quite a bit higher not so long ago, though -- because while the stock …

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14:16 12 Aug 2026

finance.yahoo.com Earnings Provider-linked mention 🇧🇷 Brazil

4 Semiconductor Stocks to Buy Amid Top Hyperscalers' $745B AI CapEx Bet

Artificial intelligence (AI) is rapidly changing the semiconductor industry, and the next leg of growth could be driven by an enormous increase in infrastructure spending. Four top hyperscalers, Amazon, Alphabet, Microsoft and Meta Platforms, are expected to spend roughly $720 billion to $745 billion …

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14:15 12 Aug 2026

finance.yahoo.com Market update Provider-linked mention 🇧🇷 Brazil

Fabric.AI and Kopin Expand Neural I/o™ Program with Several New Non-Disclosure Agreements Across the AI Interconnect Ecosystem

NDAs include several with NVIDIA NVLink partners NEW YORK, NY, Aug. 12, 2026 (GLOBE NEWSWIRE) -- Fabric.AI (Nasdaq: FABC) ("Fabric.AI" or the "Company"), an AI infrastructure company developing a suite of fabless semiconductor technologies for next-generation AI factories, today announced expanded industry engagement around …

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14:15 12 Aug 2026

finance.yahoo.com Macro sensitivity Provider-linked mention 🇧🇷 Brazil

AI Titans Unite at JFrog swampUP 2026 to Define the Future of the Software Supply Chain

Software and security visionaries from Anthropic, Cursor, Google-Wiz, Microsoft, NVIDIA, and more unite to chart the future of trusted software and AI delivery at scale SUNNYVALE, Calif., August 12, 2026--(BUSINESS WIRE)--JFrog Ltd (Nasdaq: FROG), the Liquid Software company and creators of the JFrog Software …

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14:13 12 Aug 2026

seekingalpha.com Earnings Provider-linked mention 🇧🇷 Brazil

Markets still underpricing AI’s hit to earnings, Apollo says

[Artificial intelligence, question mark, cognitive ability, digital brain, communication and connection of knowledge by technology, data, futuristic innovation] BeritK/iStock via Getty Images Apollo Global Management’s chief economist, Torsten Slok, warns that financial markets may still be underestimating the disruptive force of artificial intelligence on …

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14:13 12 Aug 2026

seekingalpha.com Market update Main company 🇧🇷 Brazil

NXP Semiconductors breaks ground on Malaysia chip assembly, test facility

[NXP Semiconductors company office in Silicon Valley] Michael Vi/iStock Editorial via Getty Images * NXP Semiconductors (NXPI [https://seekingalpha.com/symbol/NXPI]) broke ground on a new assembly and test (A&T) factory in Petaling Jaya, Malaysia, expanding its existing site and strengthening its global manufacturing capacity. * The …

N1XP34 main company

Sharemaestro market context Trend signal ended 52 weeks +2.7% · Next-week setup negative 44.8%

14:09 12 Aug 2026

finance.yahoo.com Earnings Provider-linked mention 🇧🇷 Brazil

Crypto.com Launches Tokenized Stock Derivatives

Crypto.com Launches Tokenized Stock Derivatives Crypto.com has launched tokenized derivatives that track 1,500 U.S. stocks and exchange-traded funds (ETFs). The introduction of tokenized stock derivatives comes as the crypto exchange looks to tap traditional equity markets. Privately held Crypto.com said that eligible users in …

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14:05 12 Aug 2026

finance.yahoo.com Market update Provider-linked mention 🇧🇷 Brazil

ARKX vs. NASA ETF: Identical Fees, Different Space Strategies

Comparing ARK Space & Defense Innovation ETF (NYSEMKT:ARKX) and Tema Space Innovators ETF (NYSEMKT:NASA) reveals two high-growth strategies with identical management fees but differing approaches to the burgeoning commercial space economy. The space industry is no longer just the realm of government agencies; it …

A1MD34 mentioned

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14:05 12 Aug 2026

finance.yahoo.com Earnings Main company 🇧🇷 Brazil

Intel vs. Qualcomm: Which Chip Stock is the Better Buy Now?

Intel Corporation INTC and Qualcomm Incorporated QCOM are two premier U.S.-based semiconductor firms focusing on AI (artificial intelligence), advanced chip technologies and the data center semiconductor ecosystem. Both are competing hard in the AI-powered PC processor market, with Intel pushing Xeon-based AI infrastructure and …

ITLC34 main company NVDC34 mentioned A1MD34 mentioned QCOM34 mentioned

Sharemaestro market context Trend signal active 52 weeks +285.1% · Next-week setup positive 55.4%

14:04 12 Aug 2026

finance.yahoo.com Market update Main company 🇧🇷 Brazil

Thinking of a 401(k) Loan? Here's Why You May Want to Reconsider.

If you're short on cash and need money in a pinch, borrowing from your 401(k) might seem like an easy solution. After all, you're borrowing from yourself, which means the interest you pay on your loan goes back into your own retirement account. That …

NVDC34 main company

Sharemaestro market context Trend signal active 52 weeks +16.6% · Next-week setup positive 58.0%

14:00 12 Aug 2026

finance.yahoo.com Earnings Provider-linked mention 🇧🇷 Brazil

Global Hedge Funds Rotate from AI Infrastructure to AI Monetization in July, Finds Data Insights

Investors trimmed leveraged semiconductor exposure while increasing long fund participation in Amazon and Tesla; short fund participation strengthened in Apple, Meta and Nvidia NEW YORK & LONDON, August 12, 2026--(BUSINESS WIRE)--While July reflected a shift in market strength for stocks across the S&P 500 …

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14:00 12 Aug 2026

finance.yahoo.com Market update Provider-linked mention 🇧🇷 Brazil

Photonics Emerges As the Next AI Infrastructure Trade: ETFs in Focus

GPUs have long been viewed as the critical bottleneck in artificial intelligence (AI), but attention is increasingly shifting toward data transmission. As GPU clusters scale to tens of thousands of chips for training massive foundation models, traditional copper connections face growing limitations in distance, …

NVDC34 mentioned AVGO34 mentioned

Sharemaestro market context Trend signal active 52 weeks +16.6% · Next-week setup positive 58.0%

14:00 12 Aug 2026

finance.yahoo.com Market update Main company 🇧🇷 Brazil

Nvidia-Backed Startup CodeRabbit Valued at $1.5 Billion in Round

(Bloomberg) -- CodeRabbit Inc., an artificial intelligence-powered code review service, has raised $143 million in a new funding round, tapping into demand for tools to spot flaws in AI-generated software programming. Most Read from Bloomberg Phoebe Gates Knew Phia Shopping App Took Credit for …

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14:00 12 Aug 2026

finance.yahoo.com Market update Main company 🇧🇷 Brazil

NXP Semiconductors Breaks Ground on Assembly and Test Site Expansion in Malaysia

NXP USA, Inc. NXP Semiconductors Breaks Ground on Assembly and Test Site Expansion in MalaysiaNXP executives and distinguished guests celebrate the groundbreaking of NXP's assembly and test site expansion in Malaysia. New Petaling Jaya facility will increase internal A&T capacity, further diversify NXP's back-end …

N1XP34 main company

Sharemaestro market context Trend signal ended 52 weeks +2.7% · Next-week setup negative 44.8%

13:52 12 Aug 2026

finance.yahoo.com Earnings Provider-linked mention 🇧🇷 Brazil

CoreWeave's Revenue Doubled, but Its Debt Keeps Climbing

This article first appeared on GuruFocus. CoreWeave (NASDAQ:CRWV), an AI cloud provider that rents out Nvidia (NASDAQ:NVDA) chips, rose 15.64% premarket after reporting second-quarter revenue of $2.58 billion, up 112% from a year earlier and past the $2.56 billion analysts expected. The adjusted loss …

NVDC34 mentioned

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13:50 12 Aug 2026

nasdaq.com Earnings Main company 🇧🇷 Brazil

On Aug. 26, Nvidia CEO Jensen Huang Will Provide an Update on Nvidia's $1 Trillion GPU Opportunity. But There's a Smaller Part of the Business Investors Shouldn't Overlook

Key Points Blackwell has been Nvidia's most advanced graphics processing unit (GPU), but Vera Rubin has begun deployment. The GPU market is already massive and only expected to grow. But there's another type of chip that is quickly becoming a bigger part of the …

NVDC34 main company

Sharemaestro market context Trend signal active 52 weeks +16.6% · Next-week setup positive 58.0%

13:45 12 Aug 2026

finance.yahoo.com Analyst action Provider-linked mention 🇧🇷 Brazil

3 Reasons TFSL is Risky and 1 Stock to Buy Instead

3 Reasons TFSL is Risky and 1 Stock to Buy Instead TFS Financial trades at $17.58 and has moved in lockstep with the market. Its shares have returned 16% over the last six months while the S&P 500 has gained 11%. Is there a …

NVDC34 mentioned

Sharemaestro market context Trend signal active 52 weeks +16.6% · Next-week setup positive 58.0%

13:40 12 Aug 2026

finance.yahoo.com Earnings Provider-linked mention 🇧🇷 Brazil

Forget Buying Gold Directly: Wheaton Precious Metals Could Be the Better Play.

It's not quite a first-to-worst story, but after shining last year, gold has lost considerable luster in 2026. Thanks to a strong start to August, the SPDR Gold Shares and other gold ETFs backed by physical holdings of the commodity are sporting modest year-to-date …

NVDC34 mentioned

Sharemaestro market context Trend signal active 52 weeks +16.6% · Next-week setup positive 58.0%

13:39 12 Aug 2026

finance.yahoo.com Earnings Provider-linked mention 🇧🇷 Brazil

The Old Fear-Based Paradigm Around Memory Cyclicality is Dead, So I’m Buying Micron

Quick Read Micron's HBM ships under multi-year, non-cancellable hyperscaler contracts, structurally ending the commodity memory boom-bust cycle that spooked investors for decades. MU guides for $50 billion in Q4 revenue and trades at a forward P/E of 6, backed by $18 billion in quarterly …

NVDC34 mentioned MUTC34 mentioned

Sharemaestro market context Trend signal active 52 weeks +16.6% · Next-week setup positive 58.0%

13:38 12 Aug 2026

finance.yahoo.com Earnings Provider-linked mention 🇧🇷 Brazil

PHOX Targets the AI Infrastructure Bottleneck Most Investors Miss

Quick Read Broad semiconductor ETFs allocate only single-digit weight to photonics pure-plays, leaving optical interconnects nearly invisible in most portfolios even as they emerge as AI's key data center bottleneck. PHOX's 0.60% expense ratio beats mainstream semiconductor ETFs at 0.35% only if concentrated photonics …

A1MD34 mentioned

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13:36 12 Aug 2026

finance.yahoo.com Market update Main company 🇧🇷 Brazil

Why Micron Stock Is Being Outpaced by Memory Chip Rival SK Hynix

Micron stock was rallying alongside other chip names on Wednesday but Korean standouts SK Hynix and Samsung Electronics outperformed following a report of a massive investment. Continue Reading

MUTC34 main company

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13:33 12 Aug 2026

uk.finance.yahoo.com Deals and strategy Main company 🇧🇷 Brazil

Nvidia’s AI push has echoes of Enron, says Big Short investor

Michael Burry predicted the housing market crash before the 2008 financial crisis - Jim Spellman/WireImage The US investor depicted in the film The Big Short has criticised Nvidia's new $500bn (£370bn) AI funding deal, claiming it has "shades of Enron". Michael Burry, who made …

NVDC34 main company

Sharemaestro market context Trend signal active 52 weeks +16.6% · Next-week setup positive 58.0%

13:29 12 Aug 2026

finance.yahoo.com Earnings Provider-linked mention 🇧🇷 Brazil

2 Reasons to Avoid ADI and 1 Stock to Buy Instead

2 Reasons to Avoid ADI and 1 Stock to Buy Instead Analog Devices has had an impressive run over the past six months as its shares have beaten the S&P 500 by 8.9%. The stock now trades at $390.17, marking a 20% gain. This …

AVGO34 mentioned A1DI34 mentioned

Sharemaestro market context Trend signal active 52 weeks +32.7%

13:28 12 Aug 2026

finance.yahoo.com Earnings Provider-linked mention 🇧🇷 Brazil

Japanese self-driving startup Turing plans U.S. office, $10B IPO

Turing, a Tokyo-based autonomous-driving startup, plans to open a U.S. office within the next year and is targeting a potential American stock listing within five years at a valuation of roughly $10 billion, according to The Wall Street Journal. Chief Executive Issei Yamamoto said …

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Sharemaestro market context Trend signal active 52 weeks +16.6% · Next-week setup positive 58.0%

13:24 12 Aug 2026

finance.yahoo.com Earnings Provider-linked mention 🇧🇷 Brazil

CoreWeave Jumps 18% as AI Capacity Sells Out

This article first appeared on GuruFocus. CoreWeave Inc. (CRWV, Financials), the Nvidia-powered AI cloud infrastructure provider, jumped more than 18% in premarket trading after stronger forecasts reinforced expectations that demand for computing capacity remains extremely tight. Warning! GuruFocus has detected 4 Warning Signs with …

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13:22 12 Aug 2026

finance.yahoo.com Earnings Provider-linked mention 🇧🇷 Brazil

Palantir Just Crushed Earnings Again. These 2 Legacy Defense Stocks Are the Cheaper Way to Play the Same Budget.

Palantir Technologies (NASDAQ: PLTR) saw its stock soar this month after reporting another strong earnings result. It now has a market cap larger than every defense contractor in the world. However, because of its high price-to-earnings ratio (P/E) and price-to-sales ratio (P/S), investors would …

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13:19 12 Aug 2026

finance.yahoo.com Earnings Main company 🇧🇷 Brazil

Why Broadcom Is The Low-Beta AI Play To Buy

Quick Read Broadcom's custom XPUs and networking silicon drove Q2 AI revenue to $10.8 billion, up 143% year over year across eight straight EPS beats. AVGO trades at $416 with a $528 consensus target, implying 27% upside and near-unanimous analyst Buy ratings. CEO Hock …

AVGO34 main company

Sharemaestro market context Trend signal active 52 weeks +32.7%

13:11 12 Aug 2026

finance.yahoo.com Analyst action Provider-linked mention 🇧🇷 Brazil

AI Gives Women Worse Investment Advice Than Men, Costing Them $59,890 by Retirement, Stanford and MIT Researchers Find

Quick Read Stanford-MIT researchers found AI chatbots give women 3 percentage points less equity exposure, costing them roughly $60,000 in simulated retirement wealth by age 60. Two-thirds of the wealth gap stems from women's prompt language, but one-third persists even when only the gender …

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13:09 12 Aug 2026

finance.yahoo.com Earnings Provider-linked mention 🇧🇷 Brazil

Stock Market Today: Dow Rises Ahead Of Inflation Data; Nvidia Partner CoreWeave Soars On Results (Live Coverage)

Stock Market Today: The Dow Jones index rises ahead of a key CPI inflation report. Nvidia partner CoreWeave soars on earnings. Continue Reading

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Sharemaestro market context Trend signal active 52 weeks +16.6% · Next-week setup positive 58.0%