Notícias

NVIDIA's rally has slowed, while Micron and Western Digital are riding AI memory and storage demand with strong growth outlooks and bullish forecasts.

TSMC could pile even more pain on Big Tech companies, which are already stretching their finances to invest in AI.

AMD has broken a chip monopoly before. In the 2000s, it took server market share away from Intel’s dominant x86 processors, forcing years of price and performance competition that reshaped enterprise computing. Two decades later, AMD is attempting a similar disruption, this time against Nvidia’s ...

Chip Stocks Soar as Memory Makers Ignite Broad Semiconductor Rally

TSMC's latest news is great news for Sandisk.

GF Securities expects AMD to narrow, and potentially surpass, Nvidia's AI hardware lead with its upcoming Instinct accelerators while unveiling Anthropic as a major new customer at its flagship event.

AVGO's VCF momentum is lifting software growth as enterprises modernize private clouds for AI, Kubernetes and virtualized workloads.

AMD is deepening its Microsoft partnership to deploy Helios AI systems on Azure, expanding demand across GPUs, CPUs, networking and software.

A historic run in memory chips has investors admiring the speed, but the real question is whether the ticket to ride now costs more than the remaining journey.

Nvidia Vera's custom Olympus cores were designed to maximize single-thread performance for the branch-heavy, latency-sensitive workloads common in agentic AI.

TSMC could pile even more pain on Big Tech companies, which are already stretching their finances to invest in AI.

The chipmaker sent shareholders a fortune in cash, yet the stock itself went nowhere fast. Here’s what owners actually got for their patience and what the trade-off really cost them.

After a monumental run, the chipmaker's stock asks you to weigh resurgent demand for its core products against the steep and uncertain costs of its transformation.

The market is pricing a future where NVIDIA shares are either far higher or significantly lower, and if you own the stock, you already carry that full, two-sided uncertainty.

Nvidia is touting its Vera Rubin platform performance and Vera CPU capabilities ahead of AMD's Advancing AI event on Wednesday.

Wall Street keeps punishing Broadcom while its cash registers keep ringing, and one investor believes the gap between those two facts is the trade of the decade.

AMD's two-day AI summit could jolt a sector that investors are losing their nerve on, but the real story has nothing to do with the chips everyone already knows are coming.

SanDisk, Western Digital, and Micron are surging for a second straight session as a Bank of America upgrade and a sweeping UBS note collide with one of the heaviest earnings weeks of the summer, and the next data point could flip the entire trade.

AMD keeps landing on the buy list every quarter, and the reasons have less to do with hype than with a specific set of contracts, cash flow numbers, and a rack-scale bet that changes what kind of company AMD actually is.

A single analyst preview note sent Intel surging and pulled the entire chip sector with it, but the same firm kept a price target well below where the stock trades today. Here is what the rally is actually pricing in ahead of Thursday's earnings.

AI demand and rising costs strengthen the chipmaker's pricing power

AMD's revenue has nearly doubled in two years while Intel's has stalled, narrowing a gap that once seemed insurmountable.

Recent developments in the field of Cloud AI include the strengthening of the strategic partnership between AMD and Microsoft, with a focus on deploying next-generation AI infrastructure via Microsoft Azure. As part of this collaboration, Microsoft will implement AMD's Helios Rackscale Solution to enhance AI model inference capabilities across its services and those of its customers. Additionally, Azure will introduce new VM series powered by AMD's latest EPYC processors and expand its...

Most AI investors are gambling on which chip designer comes out on top, but there is a quieter way to profit from the revolution no matter who wins. One manufacturer sits at the center of nearly every AI trend unfolding right now.

Futures rose early Tuesday as Sandisk, Micron and AMD lead an AI rebound. GM and 3M are earnings movers.

Not all profitable companies are built to last - some rely on outdated models or unsustainable advantages. Just because a business is in the green today doesn’t mean it will thrive tomorrow.

↗️ Novartis (CH:NOVN): Shares in the Swiss pharmaceutical company climbed after it returned to sales growth in the second quarter, driven by some of its top-selling drugs. ↘️ Swatch (CH:UHR): The watchmaker’s shares fell despite better first-half sales, as profit dropped compared to the same period last year.

AMD's hyperscaler deals, Azure partnership and long streak of EPS beats highlight why the chipmaker is drawing attention as AI demand fuels growth.

AMD has launched its Helios AI rack server platform, directly targeting the same rack-scale AI infrastructure segment as NVIDIA. The new AMD platform is being rolled out with agreements from major industry players that intend to deploy Helios in upcoming AI data center builds. This development introduces a fresh competitive threat to NVIDIA's AI rack systems, with potential implications for how large customers allocate future AI infrastructure spending. NVIDIA, traded as NasdaqGS:NVDA, now...

The chipmaker is forecasting rapid growth from its data center business, but owning a piece of that future comes at a steep price and with significant execution risk.