Notícias
Apenas manchetes de alto sinal - eventos macro, resultados, M&A, regulatório. Listicles e clickbait de analistas filtrados por padrão. Atualizado a cada hora.
Bears keep recycling the same China narrative about Nvidia, but each earnings report dismantles it faster than they can rebuild it. Here is why the loudest argument against the stock keeps pushing me to buy more.
SMH has turned semiconductor investing into a mainstream trade, but most holders have never done the math on what they quietly surrender each year just for the privilege of owning it.
Moonshot's Kimi K3 tops coding charts and hits chip stocks as investors question America's AI lead over China.
Readers weigh in on the 2026 Midyear Roundtable, SK Hynix and Micron, Travelers, and Berkshire, and the Dow.
MARKETS PM NEWSLETTER This is an edition of the Markets P.M. newsletter, a recap of the day’s most important markets moves, delivered after the closing bell. If you’re not subscribed, sign up here. What Happened in Markets Today The chip-stock selloff deepened, dragging the tech-heavy Nasdaq down 1.
Investors want customers, chips and stronger deal economics
New customer announcements could become the biggest catalyst for the stock.
A freshly launched ETF packages the ten biggest AI and growth stocks into a single trade, then layers a daily options strategy on top to generate income. Whether that combination can outperform simpler alternatives depends on a trade-off most investors overlook.
The chipmaker's stock has gotten way too overheated.
Advanced Micro Devices Inc (NASDAQ:AMD, XETRA:AMD) hosts its Advancing AI 2026 event next week in San Francisco, its first dedicated AI day since June 2025 when it launched its MI350 series GPUs and previewed its Helios rack system. Jefferies analysts expect AMD to raise its addressable...
SK Hynix stock just staged a dramatic reversal after touching a fresh low, but the forces behind the bounce raise as many questions as they answer about whether this is a genuine recovery or a technically driven squeeze running out of road.
Advanced Micro (AMD) has an impressive earnings surprise history and currently possesses the right combination of the two key ingredients for a likely beat in its next quarterly report.
Intel is expanding its Google Cloud partnership to deploy generative AI across its workforce and speed chip development with advanced cloud computing.
AMD Gains Momentum as Wall Street Raises the Bar on AI Expectations
A wave of selling swept through semiconductor stocks Friday as investors began questioning whether the AI spending boom can justify chip valuations built on optimism alone. The forces driving this rotation reveal cracks in the narrative that sent some semis up triple digits this year.
Nvidia holds the crown and a near-unbreakable moat, yet AMD shares have left Jensen Huang's juggernaut in the dust this year. The reason why comes down to a shift in the AI trade that most investors are still sleeping on.
The PHLX Semiconductor Index is on track to enter a technical bear market. Bank of America analyst Vivek Arya said the dramatic downturn is "a summer reset, not a fundamental reversal." The AI chip maker's market capitalization fell to $4.8 trillion, below Apple's $4.9 trillion valuation.
During an interview with CNBC, JPMorgan’s Global Market Strategist, Hugh Gimber, said the chip sector's next leg higher depends on continued Big Tech AI spending.
Western Digital and Seagate are highlighted as smaller AI plays, with strong storage demand, revenue growth and margins fueling expansion beyond NVIDIA's gains.
