Semicondutores despencam, mas a tese de IA mudou? | Fábio Fares

from TC News · host MRT News

A queda dos semicondutores pode refletir expectativas excessivas, não uma mudança no ciclo de inteligência artificial. Fábio Fares, parceiro do MRT News, analisa o valuation das ações de tecnologia e explica por que chips, ASML, TSMC, data centers e infraestrutura de IA ainda concentram grandes oportunidades.📺 youtube.com/@mrtnewsoficial📸 instagram.com/mrtnewsoficial🎵 tiktok.com/@oficialmrtnews

Episode metadata supplied by the publisher feed · Published Jul 17, 2026

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Semicondutores despencam, mas a tese de IA mudou? | Fábio Fares

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