Notícias

The Dow left the Nasdaq in the dust again on Tuesday. The Nasdaq fell 0.2%. The Dow was led by a wave of strong earnings performances including Sherwin-Williams, but a majority of S&P 500 stocks were up all day.

AI Chip Stocks Under Pressure as China Competition and Funding Fears Hit Sector

AMD Partners With Core Scientific on Huge AI Data Center Push

A quarter that nearly doubled expected profit still could not outweigh a rising capital bill, a softer profit guide, and a foundry deep in the red.

Core Scientific will initially provide more than 500 megawatts of AI-ready capacity beginning in 2027.

More than a year of the company's own earnings calls already described the exact demand shift that eventually re-rated AMD stock, even though options traders were not positioned for it.

Micron stock was among the sharpest fallers Tuesday after being spared the worst of the selling in the previous session. Micron stock was down 9% by midafternoon, while Sandisk Western Digital and Advanced Micro Devices were down around 15%, 8.2%, and 7.9%, respectively. The Nasdaq Composite was mostly flat despite the chaos.

(Updates with latest market prices and developments.) US benchmark equity indexes were mostly hig

DELL's surging AI server demand, expanding backlog and lower valuation versus AAPL make it the stronger growth pick.

INTC teams up with Lens Technology to advance glass substrate packaging, improving chip performance and power efficiency for AI and next-gen computing.

Chip stocks around the world sold off sharply, the latest chapter in the monthslong jitters surrounding artificial intelligence, memory and chip stocks.

Chip stocks are getting hammered Tuesday while NVIDIA barely budges, and the gap between winners and losers reveals a stark shift in how investors are positioning ahead of the biggest earnings week of the year.

Wilson said during an interview with CNBC that the choppiness in the S&P 500 index may continue for another month.

The chipmaker looks expensive on today's numbers, but a steep discount emerges once you account for the growth analysts see coming.

Core Scientific announces a partnership with AMD for 2.5 gigawatts of data-center capacity which could bring more than $14 billion in contracted revenue.

Needham retained its $29 target as Core Scientific secured 15-year contracts covering five sites, with phased delivery beginning in 2027 and further expansion rights for AMD.

A chip ETF just posted one of its best years on record, and the stock everyone expected to lead it barely showed up. The real story is which names hijacked the rally and why the fund's rulebook deserves more credit than any of its holdings.

Both chipmakers have made investors significantly richer over the past year, and they can sustain their healthy growth rates owing to the improving demand for their chips.

Core Scientific (NASDAQ:CORZ) said it has entered a commercial partnership with AMD covering up to 2.5 gigawatts of data center capacity, beginning with approximately 530 megawatts across five campuses under 15-year agreements. Chief Executive Officer Adam Sullivan said the initial agreements repre

Every dollar hyperscalers spend building AI factories has to pass through someone's hands first, and one fabless chipmaker keeps collecting a toll that grows faster than the spending itself. Here is why that calculus keeps pulling capital toward a single name.

AMD stock has dropped through its 50-day moving average as talk of an artificial intelligence bubble bursting gets louder.

The deal gives AMD access to more than 500 megawatts of U.S. capacity beginning in 2027, with the option to expand to 2.5 gigawatts

Columbia Threadneedle Investments, an investment management company, released its “Columbia Seligman Global Technology Fund” second quarter 2026 investor letter. A copy of the letter can be downloaded here. During the quarter, the Fund’s Institutional Class shares returned 50.34%, outperforming the MSCI World Information Technology Index’s 33.65% gain. Stock selection in semiconductors, technology hardware and software, […]

Core Scientific (NASDAQ: $CORZ) is partnering with chipmaker Advanced Micro Devices (NASDAQ: $AMD) on a new artific...

Core Scientific reached 1.1 GW of leased customer power and outlined an AMD partnership that could support 2.5 GW, while heavy construction spending and warrant accounting drove its quarterly results.

AMD will secure more than 500 MW of U.S. data center capacity beginning in 2027, while an expansion option could make the partnership five times larger.

Celestica (NYSE:CLS) reported second-quarter 2026 revenue and adjusted earnings per share above the high end of its guidance, supported by demand for AI infrastructure and networking programs. The company also raised its full-year outlook and said it expects revenue growth to accelerate in 2027. Se

A sell-off in semiconductor stocks deepened on Tuesday.

(Updates with economic data, recent oil price movement, world markets' overview and corporate stock

Jim Cramer issued one of his sharpest warnings of the year on Mad Money last night, and it lands at a moment when leveraged AI positions are sitting in a minefield few retail investors seem to see yet.