Noticias

President Trump’s trading activity surged in the first quarter, totaling more than 3,700 transactions, according to recent financial disclosures. The disclosures, published by the U.S. Office of Government Ethics late last week, include millions of dollars in transactions relating to companies such as Nvidia, Alphabet and Amazon.

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?

Company trims workforce while increasing investment in artificial intelligence

Workforce Reductions Set to Begin This WeekMeta Platforms (NASDAQ:META) is reportedly preparing to cut approximately 8,000 jobs this week, equal to roughly 10% of its workforce, according to a CNBC report published Monday. The company has also reportedly scrapped plans to hire for about 6,000 vacant positions.

Investing.com -- Meta Platforms is set to begin laying off approximately 8,000 employees this week, representing about 10% of its workforce, according to a CNBC report Monday. The company also canceled plans to fill 6,000 open positions.

Cisco rides booming AI networking demand as hyperscaler orders surge, driving record revenues and stronger fiscal 2026 guidance.

US stocks have been predicted to start Monday trading in the red, as they ended last week, with investors continuing to worry about rising bond yields, stubborn inflation and the economic fallout from higher oil prices. Dow Jones futures were down around 262 points or 0.4%, while S&P 500...

With big tech’s CapEx in the hundreds of billions and the potential for them to test the $1 trillion in the next year, investors, many of whom are starting to get just a little bit worried about a potential bubble forming in AI or AI chips, are going to want to see more in the ... 2 Big AI Spenders Poised to Actually Get the Payoff — Perhaps Sooner Rather Than Later

Meta Platforms is undervalued compared to its peers.

Rumors are largely gone. Insiders have leaked that the SpaceX IPO trigger will get pulled on June 12. Elon Musk’s company will try to raise $80 billion at a valuation north of $1.75 tillion. Some speculate that the figure will be closer to $2 trillion, making it as valuable as Tesla (NASDAQ: TSLA). No one ... SpaceX To Go Public June 12, As Speculation Rises

Santa Clara County filed a civil lawsuit against Meta Platforms (NasdaqGS:META), alleging the company knowingly facilitates and profits from scam advertising that uses AI tools to target vulnerable users. The complaint claims these scam ads have contributed to billions in consumer losses and seeks to test the limits of platform liability for paid content. At the same time, Meta faces a cluster of shareholder proposals ahead of its annual meeting, calling for more disclosure on child safety,...

Banks and consumer advocates are taking social media to task, while Facebook tries to rein in fake profiles and scam ads.

Sen. Bernie Sanders (I-Vt.) criticized the growing influence of ultra-wealthy tech leaders as President Donald Trump's high-profile visit to China placed Silicon Valley's biggest names and their economic power at the center of global diplomacy and AI debate. Sanders Questions...

There are two companies investors should consider for bargain values.

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, ...

Snap is unprofitable after almost 15 years and doesn't have the revenue growth rates of an exciting start-up.

Alphabet (GOOGL) stock is up about 25.34% year to date, at the time of writing, Saturday afternoon, May 16, according to Yahoo Finance. Meanwhile, the SPDR S&P 500 index (SPY) is up about 8.4% in the same period. Google has managed to outpace the S&P 500, but it has also outpaced other ...

Artificial intelligence is no longer just about who builds the fastest chips. Increasingly, it’s about who controls the infrastructure powering the AI boom — the cloud providers, networking gear, software tools, and data centers that keep those chips humming around the clock. That’s where Nvidia (NASDAQ:NVDA) has been playing a quieter game investors may be ... Nvidia’s Hidden Portfolio Just Doubled Down on CoreWeave Stock

A new Gallup survey published on Wednesday found most Americans oppose building AI data centers in their local area, highlighting growing public resistance as technology companies rapidly expand artificial intelligence infrastructure. Gallup said 71% of Americans oppose AI data centers...

(Bloomberg) -- Shares of chipmakers are increasingly dominating the S&P 500 Index, powering stocks to record highs while stirring concerns over the rally’s durability. Most Read from BloombergWinners and Losers From Trump and Xi’s Beijing Summit TalksHormuz Oil Flows Creep Higher as More Supertankers ExitUS, Iran Stall on Hormuz Reopening as Oil Supplies TightenTrump Gets Revenge on Republican Who Voted to Convict HimHow Keir Starmer Imploded and Plunged Britain Into More ChaosA selloff on Frida

Brad Conger, chief investment officer at Hirtle Callaghan, sat down on Barron’s Streetwise with Jack Hough this month with a message every AI investor should hear before clicking buy. “I think there’s just an amazing level of confidence that the winners of AI today will be the winners tomorrow,” he said. The math behind that ... AI Stock Valuations Just Hit a Dangerous Level. A Top CIO Warns: Companies Can’t Grow 100% Annually for 10 Years Straight.

Shares of online home goods retailer Wayfair (NYSE:W) fell 2.7% in the afternoon session after the April PPI report lifted the 10-year Treasury yield to a 10-month high of 4.49%, eliminating 2026 rate-cut expectations and raising the discount rate for long-duration growth valuations.

A number of stocks fell in the afternoon session after the April PPI report lifted the 10-year Treasury yield to a 10-month high of 4.49%, eliminating 2026 rate-cut expectations and raising the discount rate for long-duration growth valuations.

A number of stocks fell in the afternoon session after the April PPI report lifted the 10-year Treasury yield to a 10-month high of 4.49%, eliminating 2026 rate-cut expectations and raising the discount rate for long-duration growth valuations.

A number of stocks fell in the afternoon session after the April PPI report lifted the 10-year Treasury yield to a 10-month high of 4.49%, eliminating 2026 rate-cut expectations and raising the discount rate for long-duration growth valuations.

Shares of latin American e-commerce and fintech company MercadoLibre (NASDAQ:MELI) fell 2.9% in the afternoon session after the April PPI report lifted the 10-year Treasury yield to a 10-month high of 4.49%, eliminating 2026 rate-cut expectations and raising the discount rate for long-duration growth valuations.

Investors already factor in cyclicality in the chip industry. The bad news is that they’ve frequently gotten their assessments wrong.