Notícias

Chip stocks sold off on Friday as AI jitters resurfaced.

While the market frets about near-term headwinds, the consulting giant is quietly deploying billions to buy its next wave of growth.

The companies you own inside this consumer staples fund are collectively signaling stronger profits are on the way.

Management laid out a bigger vision for the business, and investors have more than agreed. The question now is how much of that future is already in the price.

The benchmark US stock measures were pointing lower before the open Friday as a sell-off in semicond

AMD reports earnings on Aug. 4, and the results could sway both stocks.

FEATURE Tech was getting hit again on Friday as investors carried on selling chip makers and other artificial-intelligence stocks. Futures tracking the slumped 1.8%. The and were both also on track to open lower.

Stocks looked set to fall on Friday as investors carried on ditching chip makers, putting the market on track to extend its slump from the previous session. Nasdaq 100 futures dropped 1.8%. The three major indexes all closed in the red on Thursday, dragged down by a selloff in semiconductor heavyweights including Advanced Micro Devices, Broadcom, and Micron.

↘️ Intel (INTC), Micron Technology (MU), Marvell Technology (MRVL), Advanced Micro Devices (AMD): Chip stocks slid across the board in premarket trading amid mounting skepticism about the sustainability of the AI boom.

Investors are shifting out of high-flying AI chip stocks and into relatively cheaper Big Tech software and internet names after an extended semiconductor rally.

Megatrends in AI favor long-term upside for these tech stocks.

A number of stocks fell in the afternoon session after TSMC paired topline strength with a free cash flow-compressing capital expenditure reset, compounding a sector-wide selloff that began with ASML the day before.

U.S. stocks fell as a fresh wave of selling hit semiconductor stocks, overshadowing record earnings from Taiwan Semiconductor Manufacturing and strong results from UnitedHealth.

The composition of chip maker sales says a lot about trends in the semiconductor business. In the second quarter, AI took over.

As the Q1 earnings season wraps, let’s dig into this quarter’s best and worst performers in the processors and graphics chips industry, including AMD (NASDAQ:AMD) and its peers.

The firm sees more room for GPU sales growth as AMD prepares to outline its next AI products.

Western Digital and Seagate are riding AI-driven storage demand with strong revenue outlooks, expanding margins and earnings growth that could fuel further upside.

The chipmaker has gone quiet on its old, diversified businesses, making its high-stakes wager on AI infrastructure the only story that matters now.

Bank of America just flagged a hidden revenue engine inside Nvidia that the market is still ignoring, and the numbers suggest Wall Street has been pricing the wrong business this entire time.

If you checked on your Micron Technology (MU) holdings on Wednesday, you might have done a double-take. After a strong prior session, the stock returned -8.0% while the broader S&P 500 returned +0.4%. The company hadn't made a misstep. In fact, it's the exact opposite, which makes the story here so compelling.

AMD (NASDAQ:AMD) is the ticker every AI-hungry investor is chasing right now, riding a 273.82% one-year rally on OpenAI and Meta gigawatt deals. But here’s what you should actually be watching. The seasoned playbook says buy scarcity when it is cheap and lighten up when it is priced for perfection. AMD is priced for perfection. ... Forget AMD: Choose This Blue-Chip Haven to Lock in Fortress Gains Amid Tech Volatility

AI infrastructure spending has turned three chip suppliers into the biggest beneficiaries of the largest buildout in human history, and the math behind where their stocks land by 2029 is more surprising than the headline numbers suggest.

Advanced Micro Devices' market cap has more than doubled this year to around $840 billion.

Marvell has surged over 100% this year, but a sudden wave of AI spending fears is now erasing billions in market value across the entire chip sector. Whether this is a brief shakeout or the beginning of a deeper unwind depends on one crucial question.

Marvell shed a third of its value in a single month while its AI data center business posted record revenue and management flagged an all-time high in design wins. One Wall Street analyst just set a target that would roughly double the stock, and the reasoning centers on a program most investors have not priced in.

I keep hitting the buy button on NVIDIA because of one policy decision, and I want to be blunt about it: the 25x quarterly dividend jump from $0.01 to $0.25 paired with a fresh $80 billion buyback authorization on top of the roughly $39 billion still remaining is the single clearest signal a management team ... This Single Nvidia Policy Keeps Me Hitting The Buy Button

NVIDIA prints 75% margins while TSMC bets tens of billions on new fabs, and both companies insist they are winning the AI race. Only one business model can claim the better long-term edge, and the answer depends on which number you trust more.

The chips are down, extending what’s been a rough stretch for the AI trade lately.

In the high-stakes world of AI chips, one company's performance metrics seem to be telling a very different story than its stock price.

Nvidia dominates the headlines, but the real battleground of the AI chip revolution is hiding inside a 50-year-old technology that most investors have never thought twice about. The companies quietly reinventing it could shape how far the AI boom actually goes.