Notícias

Deutsche Telekom (ETR:DTE) reported what Chief Executive Tim Höttges called a “robust” start to 2026, citing broad-based growth across the group and an upgraded full-year outlook following stronger guidance from T-Mobile US. On the company’s first-quarter earnings call, Höttges said group organic s

It's time to look beyond megacaps and tech for the next wave of market leaders.

The optical components complex is extending its powerful run again in early trading Wednesday, with three of the group’s bellwethers building on Monday’s massive rip. Applied Optoelectronics (NASDAQ:AAOI) shares are up 8% intraday, trading near $203, while Coherent (NYSE:COHR) stock has climbed 4% to around $390. Lumentum Holdings (NASDAQ:LITE) is also participating, with LITE shares ... Optics Stock Rally Continues: Applied Optoelectronics Surges 8%, Lumentum and Coherent Rise 4%

For years, Federal Reserve minutes were among Wall Street's most market-moving events. But in today's AI-driven rally, one earnings report may now rival macro data releases in influence: Nvidia Corp (NASDAQ:NVDA). The Santa Clara, California-based chip giant, whose earnings are due next week, is worth roughly $5.3 trillion and recently surpassed the entire S&P 500 healthcare sector in market value, according to Barron's. Essentially, Nvidia is proving to be more than just another mega-cap tech s

FEATURE Micron Technology stock was gaining early Wednesday. Labor unrest at Samsung Electronics could intensify the memory-chip supply crunch.  Micron shares were up 3.1% in early trading. Talks between Samsung and its labor union to avert a walkout collapsed on Wednesday.

Nvidia (NVDA) CEO Jensen Huang is among the Big Tech executives accompanying President Trump on his trip to Beijing to meet with Chinese President Xi Jinping. He joins Tesla's (TSLA) Elon Musk and Apple's (AAPL) Tim Cook as part of this US delegation. Morning Brief Host Julie Hyman and Yahoo Finance Head of News Myles Udland talk about the latest news coming out of the administration's visit to China. Nvidia will be reporting first quarter earnings results next Wednesday, May 20.

Rigetti Computing (NASDAQ:RGTI) keeps grabbing quantum computing headlines on the strength of its 108-qubit Cepheus-1-108Q system and a cash-stuffed balance sheet. But here’s what you should actually be watching. The numbers underneath the story are ugly. Rigetti carries a $6.34 billion market cap against full-year 2025 revenue of just $7.09 million, which itself declined 34.31% ... Rigetti Has a $6 Billion Market Cap and $7 Million in Revenue. Here Are the Two Stocks Worth Owning Instead

Oklo stock sank on Wednesday after the company said its quarterly loss widened year over year.

Oklo stock sank Wednesday after the company said its quarterly loss widened year-over-year.

The broad market exchange-traded fund SPDR S&P 500 ETF Trust (SPY) was down 0.1% and the actively tr

Our Amazon (NASDAQ:AMZN) view is straightforward: the cloud and AI infrastructure story is accelerating, the model still has room to re-rate, and the recent pullback has reset valuation for long-term investors. The 24/7 Wall St. price target points to $333.60 over the next 12 months, an upside of 25.5% from $265.82. Our recommendation is buy ... Prediction: Amazon Is a Strong Buy With 25% Upside This Year

This company is often overshadowed by Nvidia and other chipmakers, but AI chips don't get made without it.

Micron Technology, Inc (NASDAQ:MU) gained in tandem with its semiconductor peers during Wednesday's premarket session as the tape leans risk-on with Nasdaq tracking higher and traders digesting fresh U.S.-China AI-chip headlines that can swing sentiment across the semiconductor supply chain, including memory. The setup is also being viewed through the lens of U.S.-China AI-chip tensions, which continue to shape visibility into data center buildout demand. President Donald Trump personally called

NVIDIA Gets Fresh Wall Street Boost: 18% Upside Call Sparks AI Valuation Frenzy

The SPDR Russell 1000 Yield Focus ETF (NYSEARCA:ONEY) harvests income from large-cap American stocks by screening the Russell 1000 for companies combining high yield with quality and low financial risk. With ONEY trading near $125 and up about 20% over the past year, the question for holders is whether the distributions backing that performance are ... Russell 1000 Dividend ETF Hits $125 as Johnson & Johnson Leads The Safety Test

Intel Corp (NASDAQ:INTC) shares are trading higher by 2.5% in tandem with its semiconductor peers during Wednesday’s premarket session as traders lean into a firmer tech tone and U.S.-China chip headlines keep semiconductors in focus. The move is also consistent with a market backdrop where Nasdaq is leading early, with QQQ up 0.57% in premarket trading. The latest chip-policy headline centers on NVIDIA Corp (NASDAQ:NVDA) CEO Jensen Huang joining President Donald Trump‘s China delegation after T

Dow futures fell but Nvidia, Sandisk, Micron and Intel buoyed techs as the Trump-Xi summit looms. Nextpower, Nebius are big earnings winners.

US equity futures were mixed pre-bell Wednesday as Nvidia (NVDA) stock rose ahead of a globally sign

After a brutal sell-off, Graphic Packaging still looks positioned to benefit from the global shift toward sustainable consumer packaging.

By Ragini Mathur and Utkarsh Hathi May 13 (Reuters) - S&P 500 and Nasdaq futures rose on Wednesday, recovering from the previous session's losses as investors awaited crucial economic numbers and U.S.

The explosive growth of artificial intelligence (AI) infrastructure has hit a critical constraint—memory chips—driving a newly launched ETF to staggering gains and pushing top semiconductor stocks to record heights. The AI Memory Squeeze Since its April 6th debut, the Roundhill Memory ETF (BATS:DRAM) has surged 90%, rapidly accumulating over $6.25 billion in assets. The fund’s meteoric rise underscores a stark reality in the tech sector: the global supply of high-bandwidth memory (HBM) cannot ke

Pre-Market Stock Futures: Futures are trading mixed on Wednesday, after a rough day for technology stocks and the Nasdaq. The combination of the prospect of a longer struggle with Iran, and higher inflation, which soared to 3.8% annually, the highest since May 2023, while the core number, which is less food and energy, rose to ... Here Are Wednesday’s Top Wall Street Analyst Research Calls: Advanced Micro Devices, Akamai Technologies, HEICO, Johnson & Johnson, MasTec, MercadoLibre, Sandisk, Snap

Wolfspeed stock was surging on Wednesday after Citrini Research—best known for its viral blog posts about AI wrecking the economy and the Strait of Hormuz—recommended the power-chip maker. Futures tracking the were 0.2% higher as President Donald Trump headed to China with executives including Nvidia CEO Jensen Huang and Tesla CEO Elon Musk. The company makes power semiconductors, which control the voltages that flow into a device’s specific components.

ASML is the sole provider of EUV lithography machines vital to advanced AI chips from Nvidia and more. ASML stock is testing a breakout to a record high.

The artificial intelligence specialist's stock has been volatile this year.

Nebius Group on Wednesday reported higher-than-expected first-quarter capital spending, driven by investments tied to the ‌procurement of graphics processing units and data center ‌hardware for its core AI cloud business. The company has grabbed a slice of ​the lucrative AI and cloud infrastructure market by providing Nvidia GPUs and computing platforms to developers. However, analysts have flagged Nebius' heavy capital spending as a major concern as the company aggressively ‌expands its global data ⁠center footprint, putting pressure on margins despite strong revenue growth.

NVIDIA Corporation (NASDAQ:NVDA) is one of the best AI enabler stocks to buy now. On May 6, NVIDIA Corporation (NASDAQ:NVDA) and Corning announced a multiyear commercial and technology partnership to expand U.S.-based manufacturing of optical connectivity products used in next-generation AI infrastructure. Under the agreement, Corning will increase its U.S.-based optical connectivity manufacturing capacity by […]