Noticias

Recently, Cerebras went public with the largest IPO of the year, but it is still far away from the big names in the AI space.

Investing.com -- Here are the biggest analyst moves in the area of artificial intelligence (AI) for this week.

Nvidia is well-positioned to continue shaping the future of artificial intelligence.

After seeing enough demand, ARM Holdings said they, too, are getting into the semiconductor manufacturing business.

Nvidia (NVDA) stock closed the May 15 trading session 4.42% down at $225.32, according to Yahoo Finance. Micron closed 6.62% lower at $724.66Intel closed 6.18% lower at $108.77AMD closed 5.69% lower at $424.1Broadcom closed 3.32% lower at $425.19Marvell closed 3.12% lower at $176.89 Intel gained ...

There's a lot of enthusiasm about this Nvidia competitor. What exactly is drawing investors?

The market loved AMD's latest quarter.

Shares of Dell just logged their strongest weekly gain in over two years. With AI server demand surging, investors are now asking whether the rally still has room to run.

Intel may be mounting an impressive comeback, but AMD and Arm are still taking share in the AI-driven server CPU race.

AMD reached 27.4% unit share of the server processor market in Q1 2026. The gain came at the expense of Intel and reflects a shift in server CPU leadership. Growth in hyperscaler spending and agentic AI workloads is supporting this share move. For investors watching NasdaqGS:AMD, the latest server CPU share data highlights a meaningful development in a high-margin part of the business. The stock is trading at around $424.1, with returns of 64.3% over the past 30 days, 89.8% year to date,...

Advanced Micro Devices, Inc. (NASDAQ:AMD) is one of the Top 10 Stocks That Will Profit from AI. Their “AI Everywhere, for Everyone” strategy focuses on providing an open software ecosystem (ROCm) and hardware that spans from data centers to AI PCs. On May 13, 2026, Bank of America adjusted the firm’s price target on Advanced […]

Jim Cramer went on Mad Money Friday with a counterintuitive pitch: “You buy NVIDIA not for China, not because of the Cerebras IPO, but because it’s actually a cheap stock, cheaper than Intel, cheaper than AMD, cheaper than Broadcom.” That is a bold claim about a company worth $5.7 trillion, and the numbers back the ... Jim Cramer Says Buy Nvidia for Valuation, Not China Bet. Stock Trades Cheaper Than Intel and AMD.

CNBC host Jim Cramer may have called the turn before the tape confirmed it. "Be careful; smell the reversal day," he posted Tuesday morning, and by midday the AI trade was flashing red across semiconductors, server names, software and tech-heavy...

The S&P 500 Index ($SPX ) (SPY ) on Friday closed down -1.24%, the Dow Jones Industrial Average ($DOWI ) (DIA ) closed down -1.07%, and the Nasdaq 100 Index ($IUXX ) (QQQ ) closed down -1.54%. June E-mini S&P futures (ESM26 ) fell -1.26%, and June E-mini Nasdaq futures...

Marvell Technology (NasdaqGS:MRVL) is attracting fresh attention after an equity investment from AMD and new custom AI chip collaborations with Google and Amazon. The company is expanding its AI data center reach through acquisitions, including the purchase of silicon photonics specialist Polariton. These moves follow earlier investment activity from Nvidia and signal growing engagement from multiple large industry peers. For investors watching AI infrastructure, Marvell Technology now sits...

US equity indexes ended lower on Friday as crude oil prices and government bond yields rose, trigger

Tech stocks were lower late Friday afternoon, with the State Street Technology Select Sector SPDR ET

AMD has disclosed a stake in Marvell Technologies

Arm Holdings claims that it can substantially reduce the cost of deploying server CPUs in AI data centers.

Advanced Micro Devices (AMD) has gained more than 100% year to date, according to Yahoo Finance at the time of writing, Friday morning, May 15. Meanwhile, the SPDR S&P 500 index (SPY) is up slightly below 10% in the same period. AMD has outpaced the S&P 500 by a huge margin. That is ...

Meta’s (NASDAQ:META) Chief Financial Officer, Susan Li, said in the earnings call that they anticipate 2026 capital expenditures “…to be in the range of $125-145 billion, increased from our prior range of $115-135 billion.” Wall Street punished the stock for this level of spending, arguing that Meta Platforms was leaning too heavily into data centers and ... Money Pit? Zuckerberg Just Exposed Why Hyperscaler AI Spending Keeps Going Up

Tech stocks were lower Friday afternoon, with the State Street Technology Select Sector SPDR ETF (XL

Shares of Microsoft (NASDAQ:MSFT) are climbing in midday trading on Friday, up 4% to around $424.65 while the broader NASDAQ slides. The move stands out because nearly every other high-beta technology name is heading lower in the session. The NASDAQ 100 is down 1% intraday, with selling pressure concentrated in the names that have led ... Microsoft Rises 4%, Resists NASDAQ Downtrend

Intel teams up with McLaren to power AI-driven racing analytics, showcasing its Xeon and Core Ultra chips in real-time Formula 1 operations.

All three major US stock indexes were down while US Treasury yields were up in late-morning trading

AMD is no longer an AI infrastructure afterthought.

The Philadelphia Semiconductor Index has climbed roughly 64% since late March. Nathan Peterson, Director of Derivatives Research and Strategy at Schwab, framed last week’s action around a single dominant theme on the firm’s Market Update podcast: “The driving engine behind last week’s push higher in stocks continued to be the AI infrastructure plays, especially in ... The AI Chip Rally Is Masking a Dangerous Truth. Half the S&P 500 Is Being Left Behind