Móveis Notícias: 11 Setembro 2025

October 27, 2025, 10:42 PM EDT. Qualcomm just announced entry into the AI chip race, challenging AMD and Nvidia. Shares jumped ~11% on the news. Qualcomm plans AI200 chips next year and AI250 in 2026, aiming to carve out a sizable position even if it doesn't topple the leaders. Analysts largely view the move as a positive catalyst and a sign that AI chips beyond the top two could generate meaningful profits. If successful, Qualcomm could become a meaningful third player and lift its stock multiple. At under 20x trailing P/E, the stock may still be undervalued should the AI effort pay off. The piece notes execution risk but sees potential upside.

October 27, 2025, 10:40 PM EDT. Global memory prices are rising, pushing cost pressures across the smartphone sector. The surge forces Chinese smartphone makers to rethink pricing and margins as component costs climb. Samsung Electronics' Device Solutions division remains hopeful for stronger semiconductor prospects, even as elevated memory prices ripple through product economics. The price increases reflect ongoing supply-demand dynamics among memory suppliers, including SK Hynix, and highlight how hardware costs can shape pricing strategies for OEMs. For Chinese brands, the impact is especially painful, threatening margins and competitiveness as they adjust retail prices and optimize product mixes in a challenging market environment.

October 27, 2025, 10:36 PM EDT. Chegg said it will cut about 45% of its workforce (388 employees), blaming the "new realities" of AI and diminished traffic from Google for waning revenue. The edtech company is ending its strategic review and returning Dan Rosensweig as CEO, replacing Nathan Schultz. Chegg has argued that AI-enabled tools and lower search traffic have damaged its business, and it will continue investing in AI, including an auto-generated flashcard service. The cuts follow a 22% layoff in May and come as Chegg's stock, once as high as roughly $113, has fallen dramatically. The company says it will remain a standalone public company. Chegg also reaffirmed its lawsuit against Google over AI-generated search summaries that it says hurt traffic and sales.

October 27, 2025, 10:34 PM EDT. Apple plans to add a digital US passport to the iPhone Wallet, scanning a physical passport to generate a REAL ID-compliant digital ID. For domestic flights, travelers can present the digital ID on an iPhone or Apple Watch at participating TSA checkpoints instead of the physical passport. It won't be usable for international travel or cross-border entries. A physical passport remains required for international flights and border crossings. Apple already supports digital driver's licenses in some states, and Wallet aims to expand to tickets, student IDs, keys, and more. Security caveats include potential data privacy and identity theft risks; users should keep devices updated, use strong passwords and two-factor authentication, and verify sites when making digital transactions.

October 27, 2025, 10:32 PM EDT. New study by Yale researchers at the NBER finds Elon Musk's political activism cost Tesla more than 1 million U.S. EV sales between October 2022 and April 2025. Without Musk's partisan actions, Tesla would have shipped roughly 1.0-1.26 million more vehicles (about 67-83% higher), while competitors' EV/hybrid sales rose as much as 22%. The analysis ties the drop to Musk's public activism and his alignment with the Republican party, especially in blue counties, and notes roughly $300 million in campaign donations. By Q1 2025, Tesla monthly sales would have been about 150% higher without the partisan effect. The study labels this a striking example of CEO activism with a costly twist for the company.