T8 #26 | De Apple a Micron: entenda o boom dos semicondutores

from Itaú Views · host Itaú BBA

As gigantes de tecnologia ainda são a melhor forma de investir na revolução da inteligência artificial? Ou o mercado passou a enxergar mais oportunidades nas empresas que fabricam os chips e componentes que sustentam essa transformação?Neste episódio, Marcelle Gutierrez conversa com Stephano Gabriel, analista de tecnologia global do Itaú BBA, sobre a mudança de foco dos investidores das chamadas Magnificent Seven - Apple, Alphabet, Microsoft, Amazon, Meta, Nvidia e Tesla - para as empresas de semicondutores – TSMC, Micron, SK Hynix, Samsung, entre outras. O episódio explica por que o ciclo de investimentos em data centers reacendeu o interesse pelo setor de hardware, quais empresas capturam mais valor, o que esperar da temporada de balanços e como os IPOs e novas ofertas de ações podem influenciar o mercado de tecnologia.Moderação: Marcelle Gutierrez, Research do Itaú BBA.Email⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠Instagram⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠Telegram⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠Youtube⁠⁠⁠

Episode metadata supplied by the publisher feed · Published Jul 13, 2026

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T8 #26 | De Apple a Micron: entenda o boom dos semicondutores

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