Noticias

Advanced Micro Devices, Inc. (NASDAQ:AMD) is one of the 10 Fastest Growing S&P 500 Stocks to Buy Now. On May 13, 2026, BofA raised the firm’s price target on Advanced Micro Devices, Inc. (NASDAQ:AMD) to $500 from $450 while maintaining a Buy rating on the shares. The firm updated its 2030 AI data center systems […]

Cerebras aims to take on leader Nvidia in the AI chip market.

Advanced Micro Devices (AMD) has gained about 98% year to date, according to Yahoo Finance at the time of writing, Sunday morning, May 17. Meanwhile, the SPDR S&P 500 index (SPY) is up about 8.4% in the same period. The company has outpaced the S&P 500 by a huge margin. That is impressive, ...

Taiwan Semiconductor has raised its global 2030 chip market forecast to $1.5 trillion from $1 trillion.

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.

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.

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.

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...

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

Cathie Wood’s ARK Invest is staying true to its high-growth strategy. Two of its biggest funds snapped up Cerebras Systems on the heels of the chip maker’s impressive market debut, which saw the stock surge nearly 70%. A trading disclosure shows the flagship (ARKK) picked up 71,655 Cerebras shares on Thursday.

May 15 (Reuters) - Global equity funds attracted inflows for an eighth straight week through May 13 as investors chased the AI-driven rally in technology stocks on optimism over strong chipmaker

NVDA's Q1 results are expected to reflect strong momentum across the data center business amid growing chip demand from hyperscalers to handle AI workloads.

Finding strong, market-beating stocks with a positive earnings outlook becomes easier with the Focus List, a top feature of the Zacks Premium portfolio service.

Chip stocks have surged to new highs in the stock market, showing that the artificial intelligence trade continues to lure buyers after massive gains in 2025. In the IBD 50, however, that means most chip stocks are extended. Analysts polled by FactSet had targeted earnings of $1.29 a share on $9.9 billion in revenue.

Cerebras Systems (CBRS) soared in its public market debut on Thursday after the artificial intellige

Both companies are critical to the AI build-out. But one's growth profile and order book make it the more compelling buy.

Shares of Intel (NASDAQ:INTC) are trading at $115 in midday action Thursday, down 4% on the session. Even with today’s pullback, INTC stock has gained 82% over the past month, a truly impressive move. The natural question for chip investors is whether Intel is actually beating Advanced Micro Devices (NASDAQ:AMD). AMD stock is at $445, ... Intel Just Ripped 82% in a Month, but Is It Beating AMD?

Seagate is riding the AI storage boom as cloud demand, HAMR adoption and strong cash flow fuel growth despite valuation concerns.

Every AI chip has to be physically manufactured. And as chips get smaller and more complex, the machines required to build them get more specialized and more expensive. Applied Materials (NASDAQ:AMAT) makes those machines. As semiconductors shrink to sizes measured in nanometers, only a handful of companies have the tools to do it. AMAT is one of them, and increasingly, it's the one chipmakers can't work around. With the industry pouring record capital into new factories, AMAT's order books are

It’s an opportunity for investors to earn 50% while the company’s market capitalization marches toward $8 trillion. This, of course, is about Nvidia the artificial-intelligence chip giant that has transformed the stock market and may be on its way to transforming the entire U.S. economy. As CEO Jensen Huang accompanies President Donald Trump on his state visit to China and Nvidia prepares to report earnings after the close on May 20, the company is on the cusp of earning more than $190 billion in calendar year 2026.

Cerebras’ IPO comes at a dramatic time, with chip stocks surging and many at or near all-time highs.

The hot new chip company has major deals with OpenAI and Amazon.

Cerebras’s IPO comes at a dramatic time, with chip stocks surging and many at or near all-time highs.

With results for its fiscal second quarter approaching after-market hours on Thursday, May 14, Applied Materials has quietly become one of Wall Street's hottest AI infrastructure plays.