Noticias

TPU sales are starting to have a huge impact on Alphabet's growth rates.

AGNC Investment currently offers a monster dividend yield.

Intel (NasdaqGS:INTC) and Apple have reached a preliminary agreement for U.S.-based chip production. The arrangement is supported by major U.S. government backing and industrial policy initiatives. The deal focuses on reducing reliance on overseas semiconductor manufacturing, particularly in Taiwan. The agreement marks a potential shift in Intel's role as a foundry supplier to large third party customers. For Intel, a leading U.S. chip designer and manufacturer, this preliminary deal with...

You can't spell Baidu without AI, and the market is starting to notice.

NextEra Energy is buying Dominion Energy for $66.8 billion. Wall Street isn't celebrating yet.

Western Digital sees a bright future for HDD.

Situational Awareness LP's latest 13F filing shows billions in put exposure to chip and AI names alongside growing long positions in bitcoin miners and energy infrastructure.

This eVTOL company is looking to launch the first commercial air taxi service before the 2028 Olympics.

Citi just made a bold reassessment of the CPU story in the AI era. Analyst Atif Malik raised the firm’s price target on Intel to $130 from $95 and kept a Buy rating on Intel (NASDAQ:INTC), citing an entirely new total addressable market framework built around agentic CPU workloads. For long-term investors, the call reframes ... Citi Hikes Intel Price Target to $130: The Agentic CPU Boom Reshapes the Story

An analyst firm just put a much bigger number next to Advanced Micro Devices (NASDAQ:AMD), yet stopped short of telling clients to buy. Citi raised its price target on AMD to $460 from $358 while keeping a Neutral rating, anchored to a sweeping new CPU forecast that pegs the market at $132 billion by 2030. ... AMD Price Target Vaults to $460 at Citi on $132 Billion CPU Forecast. So Why Neutral?

Microsoft and AppLovin have not participated in the recent Nasdaq rally.

Investing.com -- U.S. President Donald Trump said he should have requested a larger ownership stake in Intel when the government took a 9.9% holding in the chipmaker last year.

The financial services giant saw a 48% increase in investment banking fees in Q1.

Is it time to sell other space stocks and buy SpaceX instead?

Nvidia has the growth to exceed $300 per share in the near term.

These energy stocks are surging amid skyrocketing power demand and ongoing geopolitical conflicts that have disrupted oil and gas markets.

Intel (NASDAQ:INTC) has more than tripled this year on a turnaround story that is real, and that is precisely the problem for anyone trying to put fresh money to work today. Intel makes the x86 CPUs that run most of the world’s PCs and servers, and under CEO Lip-Bu Tan it has become a contract ... Buy, Hold or Sell Intel at Over $100?

Nvidia (NVDA) will be reporting its first quarter earnings this Wednesday, May 20. Morning Brief Host Julie Hyman and Barron's Investor Circle newsletter editor Josh Schafer take a closer look at whether Nvidia's earnings narrative is as big a proponent of the stock's overall trade that investors believe it to be.

Memory is going to play a central role in AI inference workloads, and that's great news for Micron Technology and Sandisk investors.

Ideally, Nvidia will have a big earnings day.

My children often tell me that “today” is the best or worst day ever. Sometimes both land on the same day. Apparently it is possible to have the worst day ever multiple times a week. Unrelated. The benchmark S&P 500 keeps tagging fresh records and the tech-heavy Nasdaq Composite refuses to roll over. And yet ... Michael Burry Says Today’s Top 10 Stocks Surged 784% in a Year. The Pre-Dot-Com Number Was 622%.

NVIDIA heads into earnings with strong AI-driven demand, while Intel, AMD and Broadcom continue rallying in semiconductors.

Brookfield has plenty of power to continue growing.

Not every high-dividend yield consumer stock is a bargain. These four are at different stages, but combined can support a long-term portfolio well.

The government's 9.9% stake in Intel, acquired for $8.9 billion last August, has grown to be worth more than $50 billion

Investing.com -- Jefferies initiated coverage of Mobileye Global Inc. (NASDAQ:MBLY) at “underperform” with a price target of $8, implying 24% downside from the prior close of $10.53, analysts said in a recent note.

Citi analyst Atif Malik expects the size of the central processing unit market to expand 35% a year to $132 billion by 2030.