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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 and SpaceX Earnings: Good or Bad?
Zacks17d agoneutral
AMD and SpaceX Earnings: Good or Bad?

Advanced Micro Devices (AMD) and SpaceX (SPCX) are among the most polarizing releases investors have been waiting for, with shares facing an adverse reaction initially following the releases. But should investors mute the noise?

Advanced Micro Devices Q2 Earnings Call Highlights
MarketBeat17d agoneutral
Advanced Micro Devices Q2 Earnings Call Highlights

Advanced Micro Devices (NASDAQ:AMD) reported record second-quarter revenue and profitability, driven by growth in its data center, client and embedded businesses as demand increased for EPYC server processors and Instinct AI accelerators. Revenue rose 50% year over year and 13% sequentially to $11.

Even Big Profits Aren’t Enough to Keep Chip Investors Happy
The Wall Street Journal17d agoneutral
Even Big Profits Aren’t Enough to Keep Chip Investors Happy

Korean memory-chip manufacturer SK Hynix late last month booked roughly $65 billion in profit for the quarter ended June 30, a 13-fold increase from last year. Hynix earned almost as much money in 90 days as it had in the prior 29 years since its IPO, total. The reports, though outstanding on basically every measure, still fell short of Wall Street’s sky-high expectations for chip companies.

Advanced Micro Devices (AMD) Rebounds On AI Optimism, Is It Already Fully Valued?
Simply Wall St.17d agoneutral
Advanced Micro Devices (AMD) Rebounds On AI Optimism, Is It Already Fully Valued?

Advanced Micro Devices (AMD) is back in focus as investors look ahead to upcoming earnings and fresh product updates, with recent AI partnerships and data center expansion plans keeping attention on the stock’s long term potential. See our latest analysis for Advanced Micro Devices. Recent AI partnerships, product launches and data center expansion plans have kept Advanced Micro Devices front and center for investors. The stock’s 1-day share price return of 1.78% and 7-day share price return...

'This was not an exceptional result': Strategist talks AMD earnings & 'shocking' capex
Yahoo Finance Video17d agoneutralVIDEO
'This was not an exceptional result': Strategist talks AMD earnings & 'shocking' capex

AMD (AMD) reported second quarter results on Tuesday after the closing bell. Adjusted earnings per share (EPS) came in at $1.66 (compared to analyst estimates of $1.62), and revenue came in at $11.54 billion (compared to analyst estimates of $11.31 billion).Futurum chief market strategist Shay Boloor shares his thoughts with Yahoo Finance's Josh Lipton.

AMD beats on Q2 earnings estimates, but also reports massive capex spend
Yahoo Finance Video17d agobullishVIDEO
AMD beats on Q2 earnings estimates, but also reports massive capex spend

AMD (AMD) reported second quarter results on Tuesday after the closing bell. Adjusted earnings per share (EPS) came in at $1.66 (compared to analyst estimates of $1.62), and revenue came in at $11.54 billion (compared to analyst estimates of $11.31 billion). Yahoo Finance's Josh Lipton takes a closer look at the breaking numbers, including capex.

These 3 Chip Stocks Could Be Entering a New Growth Cycle
24/7 Wall St.17d agoneutral
These 3 Chip Stocks Could Be Entering a New Growth Cycle

AMD, Micron, and Marvell have already posted triple-digit gains in 2026, but a summer pullback is raising a bigger question: whether the AI infrastructure wave has enough fuel left to push all three to bold new price targets in 2027.