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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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AMD Server Share Gains Test The Strength Of Its AI Growth Story
Simply Wall St.93d agoneutral
AMD Server Share Gains Test The Strength Of Its AI Growth Story

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,...

Jim Cramer Says Buy Nvidia for Valuation, Not China Bet. Stock Trades Cheaper Than Intel and AMD.
24/7 Wall St.93d agobullish
Jim Cramer Says Buy Nvidia for Valuation, Not China Bet. Stock Trades Cheaper Than Intel and AMD.

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.