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Apenas manchetes de alto sinal - eventos macro, resultados, M&A, regulatório. Listicles e clickbait de analistas filtrados por padrão. Atualizado a cada hora.

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Why Super Micro (SMCI) Is Up 6.0% After AI Rack Expansion And AMD Instinct Coder Role
Simply Wall St.14d agoneutral
Why Super Micro (SMCI) Is Up 6.0% After AI Rack Expansion And AMD Instinct Coder Role

In recent days, Super Micro Computer announced a cash dividend of US$14.7778 per share on its 7.00% Series A Mandatory Convertible Preferred Stock, alongside new high-density, liquid-cooled AI data center racks that are factory-integrated for rapid, rack-scale deployment. At the same time, AMD and Spectro Cloud unveiled the AMD Instinct Coder turnkey inference solution built on Supermicro GPU systems, underscoring Supermicro’s role as a key hardware foundation for enterprise AI workloads and...

Supermicro (SMCI) Stock Looks Like A Bargain At This Price
Simply Wall St.14d agoneutral
Supermicro (SMCI) Stock Looks Like A Bargain At This Price

Super Micro Computer stock has delivered a very large 5 year gain, yet its recent share price and the latest valuation checks send a more mixed message about how much upside might be left. After a period where the price has fallen 37% over the past year but recovered 11.9% over the past month, investors are weighing that history against what current valuation signals suggest. Over 5 years, Super Micro Computer has returned roughly 7x an initial investment. That makes the current pricing...

AMD Will Become a $1 Trillion Company By This Date
24/7 Wall St.14d agoneutral
AMD Will Become a $1 Trillion Company By This Date

AMD just doubled its Data Center revenue and guided for 41% growth, yet the stock slipped and sits nearly $500 below a price target that would make it a trillion-dollar company. The timeline to get there hinges on three things that all need to break right.

Can MU Stock Compound Its Way Higher?
Trefis14d agoneutral
Can MU Stock Compound Its Way Higher?

A company known for cyclicality is locking in its future. Micron has signed strategic agreements with customers that include take-or-pay commitments. These 14 contracts alone represent approximately $100 billion in cumulative revenue at a minimum price. This move attempts to build a floor under a historically volatile business.

Advanced Micro Devices (AMD) Adds AI Inference Silicon With Taalas Acquisition
Simply Wall St.14d agoneutral
Advanced Micro Devices (AMD) Adds AI Inference Silicon With Taalas Acquisition

Advanced Micro Devices (NasdaqGS:AMD) agreed to acquire Toronto-based AI chip startup Taalas, aiming to deepen its AI inference offerings. The deal brings Taalas' specialized inference-focused silicon into AMD's product roadmap for enterprise and cloud AI workloads. Taalas' engineering team is expected to join AMD and work on system-level AI inference solutions across future AMD platforms. For readers watching how AI compute is reshaping data centers and broader infrastructure, this move by...