Apenas manchetes de alto sinal - eventos macro, resultados, M&A, regulatório. Listicles e clickbait de analistas filtrados por padrão. Atualizado a cada hora.
Investing.com -- The recent pullback in semiconductor stocks, driven by surging oil prices, rising bond yields and concerns over AI spending, represents a buying opportunity for the sector, Citi analysts say.
Intel's shares rose 6% in premarket trading on Friday after bullish forecasts signaled the AI boom was propelling the chipmaker's long-awaited turnaround. The company forecast third-quarter revenue above Wall Street expectations and raised this year's capital expenditure estimate to $20 billion from $18 billion. Intel's improving outlook reflects growing adoption of its data center central processing units (CPUs) by customers building infrastructure for artificial intelligence, as CEO Lip-Bu Tan works to position the company as a broader beneficiary of AI-driven semiconductor demand despite Nvidia's lead in accelerator chips.
These companies are nearing trillion-dollar valuations. However, only one is actually living up to the hype at the moment.
Founder Elon Musk wants to establish a permanent human colony on the moon.
Wall Street still rates the iPhone maker a buy. Its own numbers say the stock has already arrived.
Xi confidant leads fevered effort for domestic alternatives to win AI race. Chinese AI companies get warned that anyone who resisted using local chips was a traitor.
AMDsigned a multibillion-dollar chip and investment deal with Anthropic on Wednesday, July 22, its second major AI infrastructure agreement in three days. Two days earlier, AMD’s Azure deal with Microsoft sent shares up as much as 5%. This time, AMD shares fell 2.5% in premarket trading, according ...
Tesla shares sank heavily after reporting quarterly earnings.
Investing.com -- Amkor Technology Inc (NASDAQ:AMKR) shares jumped 16.6% in after-hours trading Thursday following the announcement of a multi-year strategic partnership with NVIDIA Corporation (NASDAQ:NVDA) valued at $1.5 billion to develop advanced semiconductor packaging and test technologies for AI and accelerated computing platforms.
Amkor Technology said on Thursday it had entered a multi-year agreement with Nvidia worth $1.5 billion to expand advanced semiconductor packaging and test capacity in the U.S., as the chip industry races to build out AI infrastructure. • Under the agreement, Nvidia will make a prepayment to support the expansion of Amkor's U.S. advanced packaging operations, including capacity in Arizona. • The companies will jointly develop packaging and testing technologies for Nvidia's AI and accelerated-computing platforms, focusing on combining different types of chips in a single package.
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Tariffs on Brazilian imports could reshape competitive dynamics for select companies.
This ETF has outperformed in all recessions and bear markets since it debuted.
AMD launched its Helios rackscale systems to rival Nvidia's Vera Rubin-powered platform.
Nvidia stock slides below an early entry at 213.99 on Thursday. The move comes after Alphabet's earnings report late Wednesday.
The investment bank is reporting records all around, and shareholders are benefiting.
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