Notícias
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Micron, Samsung and SK Hynix have reportedly committed significant portions of their 2027 output.
Wall Street has piled 41 buy ratings onto AMD with zero sells, yet shares just cratered after a blowout quarter. Something about this setup does not add up, and the answer points toward a price target most analysts have not caught up to yet.
Nvidia stock was seeing solid gains on Wednesday, though you wouldn't guess it by taking a look at major index moves. The AI chip maker was up 4.3% and was the only Magnificent Seven name in the green on Wednesday afternoon.
Analysts raised price targets after earnings, while bullish retail traders said AMD could climb as high as $800 on AI-driven growth.
SpaceX's first quarterly report since its IPO sent shockwaves through the AI chip trade, rewarding one ETF with a 21% single-session surge while punishing a chipmaker that just posted record revenue. The winner and loser share the same catalyst.
SpaceX's exclusive use of NVIDIA systems on Earth and in orbit expands its industrial AI reach and supports long-term growth.
Advanced Micro Devices (AMD) is looking "significantly" better in 2027 after Q2 results, but its war
AMD's data center sales exploded while the stock slipped, and retail investors are scratching their heads. Here is why the math behind the confusion points to a very specific price target.
Tech stocks were taking a breather during Wednesday's session after leading yesterday's rally. The Nasdaq Composite was down 0.3%, while the S&P 500 fell to the flatline. The second-quarter earnings season is ongoing, and companies that deliver beats on the top and bottom lines have seen muted stock reactions.
NVIDIA just delivered its loudest quarter of the AI era, yet shares sit nearly 30% below their peak while B200 systems vanish from shelves faster than they ship. The bull case for a run to $300 hinges on three things that still need to break right.
During an interview with CNBC, Su said AMD's data center business is on track to grow well over 100% by 2027 as hyperscale and enterprise customers plan AI infrastructure investments further in advance.
Stocks kicked off Wednesday's session higher, extending the week's broad rally. The S&P 500 was on pace to set another record high, up 0.6%. The Dow Jones Industrial Average rose 1.1% or 600 points, also on track for a fresh record.
Advanced Micro Devices has had a stellar year so far. AMD shares were down around 5% on Wednesday following its earnings the previous day. The big question hangs over AMD’s ability to take market share from Nvidia’s graphics-processing units.
Advanced Micro Devices (AMD) stock pulls back on Wednesday since the chipmaking giant topped second quarter earnings estimates alongside increased capex spending that may have shocked investors. Morning Brief Host Julie Hyman is joined by Yahoo Finance Senior Reporter Pras Subramanian and Breaking News Reporter Jake Conley to react to AMD's projections and its growing competition with Nvidia (NVDA).
Three ETFs offer broader exposure as the memory-chip maker recovers.
Record revenue, a doubled AI business -- so why did shares sink after hours?
Aug 5 (Reuters) - Wall Street's main indexes opened higher on Wednesday, as hopes of a Middle East peace breakthrough offset the slide in shares of SpaceX and AMD after the upbeat forecasts issued by
AMD stock plunged after another strong quarter.
