Investing.com -- U.S. indices have declined so far on Friday, following a strong run, as markets take a breather and investors digest the latest macroeconomic and geopolitical news.
Notícias
Apenas manchetes de alto sinal - eventos macro, resultados, M&A, regulatório. Listicles e clickbait de analistas filtrados por padrão. Atualizado a cada hora.
Advanced Micro Devices (AMD) has gained more than 100% year to date, according to Yahoo Finance at the time of writing, Friday morning, May 15. Meanwhile, the SPDR S&P 500 index (SPY) is up slightly below 10% in the same period. AMD has outpaced the S&P 500 by a huge margin. That is ...
Friday’s CNBC Halftime Report on May 8 featured two very different AI market stories unfolding at the same time. One centered on growing optimism around Cisco Systems (NASDAQ:CSCO) ahead of earnings, while the other exploded mid-segment as Intel (NASDAQ:INTC) jumped double digits on reports of a preliminary chip manufacturing agreement with Apple (NASDAQ:AAPL). The Cisco ... Intel Climbs 15% on Apple Chip Deal as Trader Warns on Upcoming Cisco Earnings
Epistrophy Capital Research Chief Market Strategist and The Drill Down Podcast host Cory Johnson joins Market Catalysts to discuss the Cerebras IPO and key factors to watch in Nvidia’s (NVDA) upcoming earnings report.
There's a lot to like about Madison Air Solutions, but investors should proceed with caution.
Global semiconductor stocks skidded after a summit between President Trump and Chinese leader Xi Jinping concluded without major chip deals or a breakthrough on Nvidia’s sales to the country.
Demand for the AI chipmaker's debut was more than 20 times oversubscribed. But history offers some sobering context for what could come next.
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Nova Ltd (NVMI) reports a strong quarter with record revenue and profitability, despite facing supply chain challenges and increased operating expenses.
Space stocks have been on a rally since news of SpaceX's IPO dropped in March, and that rally shows no signs of stopping.
As a potential competitor to Nvidia, Cerebras generated tremendous hype before its IPO.
After a long and controversial process, the U.S. Senate approved Kevin Warsh as the next chair of the Federal Reserve.
Investing.com -- President Donald Trump’s latest OGE Form 278-T disclosure reveals a significant paring of his larger technology holdings during the first quarter of 2026. Large-scale sales of Amazon.com Inc (NASDAQ:AMZN), Meta Platforms Inc (NASDAQ:META), and Microsoft Corporation (NASDAQ:MSFT) were recorded in the peak-valuation tier of $5 million to $25 million.
Ford raised its guidance after a solid first quarter, and there's more suggesting there's near-term upside for the stock.
AMD is establishing itself as an important player in the AI infrastructure space thanks to sizable contracts that signal a significant acceleration in long-term growth.
With a new Fed chair stepping in, uncertainty around inflation could rattle the market.
Intel's stock has more than tripled in roughly one month. Analysts have been scrambling to catch up. Deutsche Bank just moved its target by the most it has in over a year. And the specific reason it gave for doing so is not what most investors are focused on when they talk about Intel right now. ...
Accelerating inflation has made interest rate increases more likely, and they have historically been bad news for the stock market.
The AI chipmaker's growth story is still extraordinary, but rising competition and a premium valuation make another name in the space look more attractive.
Shares of makers of chips and related equipment delivered stock-picking funds such as Steve Cohen’s Point72 their best month in decades.
Evolv's Q1 report looked pretty solid, but that wasn't enough to stop sell-offs.
For the first time since the dot-com bubble, Intel is back at the top. The chipmaker's stock just hit a fresh all-time high of $133. That milestone capped a run that few on Wall Street would have predicted even a year ago, allowing Intel's stock to finally push above its August 2000 peak. Intel ...
Investors got bad news on the inflation front for the second day in a row.
The company reported earnings results above consensus estimates and announced a new data center site with large capacity.
Intel's rally added more than $440 billion in market value as AI optimism and Nvidia backing lifted semiconductor shares.
FEATURE Intel stock and shares of other semiconductor companies were gaining early Wednesday. The chips rally looked set to resume after a blip the previous day. Intel shares were up 4% in premarket trading, while Advanced Micro Devices was rising 2.
The two scenarios the billionaire investor cautioned about appear to be playing out.
Semis took a breather, and so did stocks. A reversal for the semiconductor sector brought the market to a standstill. The S&P 500 fell 0.2%, and the Nasdaq composite dropped 0.7%. The Dow Jones Industrial Average added just 56 points, or 0.