Notícias

Jim Cramer said Tuesday that Wall Street is increasingly rewarding companies supplying artificial intelligence infrastructure while punishing the technology giants spending heavily to build it. AI Suppliers Take The Lead Speaking on CNBC’s Mad Money show, Cramer said investors are...

Investors have priced a ton of expectations into the stocks of Intel and AMD.

Intel (NASDAQ:INTC) shares are down 6% to $119.83 at midday Thursday, leading a sharp pullback across chip names. Advanced Micro Devices (NASDAQ:AMD) stock is off 5% to $511.67, and the iShares Semiconductor ETF (NASDAQ:SOXX) is down 6% to $561.49. The moves are notable because the news flow into Thursday was constructive. Intel just picked up ... Intel Sinks 6% Even as HSBC Sees 60% Upside, AMD Slides 5% as Chip Stocks Pull Back

Shares of high-flying photonics names are sliding at midday Thursday. Applied Optoelectronics (NASDAQ:AAOI) stock is down 17% to $114.93, the biggest decliner in the group and easily the sharpest single-session drop of the three. Coherent (NYSE:COHR) stock is off 10% to $331.57, while Lumentum (NASDAQ:LITE) stock is down 10% to $720.91. The moves interrupt some ... Applied Optoelectronics Plunges 17%, Coherent and Lumentum Sink 10% as Photonics Stocks Reset

Intel Corporation (NASDAQ:INTC) is one of the most buzzing stocks to buy right now. On June 23, TPIsoftware announced the adoption of Intel Xeon 6 processors and Intel Arc Pro B60 GPUs as the foundation for its enterprise AI solutions. By integrating this hardware into its SysTalk.VIKI platform, the company aims to provide businesses with […]

According to TheFly, HSBC analysts raised their price target to $200 from $100 while maintaining a ‘Buy’ rating on the stock.

Dom Rizzo runs T. Rowe Price’s Global Technology Fund, and the numbers he brings to the table force even skeptics to sit up. His fund has compounded at more than 40% a year over the past three and a half years, beating its benchmark by more than 500 basis points, largely on a fat overweight ... This 40%-a-Year Fund Manager Says Semis Are STILL the Place to Be After a 100% Run

Intel (NASDAQ:INTC) is the ticker dominating financial headlines after a stunning 455.89% one-year rally powered by CEO Lip-Bu Tan’s turnaround pitch and a fresh AI positioning story. But here’s what you should actually be watching. The Intel Rally Has Left Fundamentals Behind Intel now trades at $127.02, well above the $67.32 level at its Q1 ... Forget Intel: Buy Microsoft Hand Over Fist on the Sector Rotation

For anyone holding AMD shares, the market is pricing a future that could either double the stock or cut it in half, and you are exposed to that entire potential swing.

Intel stock has had a wild run in 2026, up well over 200% during the first half of the year and trading near all-time highs. As the only U.S. company that both designs and manufactures leading-edge logic chips, Intel is well-positioned to continue reaping the benefits of the AI boom, and its ...

OpenAI (OPAI.PVT) is considering giving the Trump administration a 5% stake in the company. Edward Jones senior global investment strategist Angelo Kourkafas takes a closer look at the US government's investments in the video above.

Intel (NASDAQ:INTC) at $127 looks like a wait-and-see. After a year that saw the stock rise from around $22.40 to nearly $140, Wednesday’s 9% single-day drop is the first real crack in the Lip-Bu Tan turnaround narrative. Intel is trying to become a leading-edge foundry, an AI infrastructure supplier, and a national industrial policy asset ... Has Lip-Bu Tan’s Magic Worn Off? Intel Just Gave Back Its Gains

On CNBC’s Closing Bell Overtime the evening of June 30, 2026, a guest said the quiet part out loud about AI hardware: “the AI memory hardware food chain is still trading as if there’s no choice… there’s still reckonings to be had.” The bull case for the shovels in the AI gold rush rests on ... The ‘Michael Burry Bear Case’ for AI Chips Is Back, and This GPU Math Problem Won’t Go Away

Intel's AI PC, networking and foundry advances, plus rising earnings estimates and a lower valuation, are fueling its strong industry outperformance.

Stock Market Today; The Dow Jones index rose Thursday after a surprise jobs report. Tesla stock moved up with Q2 deliveries due.

The world’s hottest stock index tumbled Thursday but the tech selloff abruptly reversed ahead of the U.S. open.

Cadence Design Systems, Inc. (NASDAQ:CDNS) is among the most profitable software stocks to buy right now. As of June 30, Cadence Design Systems, Inc. (NASDAQ:CDNS) has a Buy rating from 85% of the analysts covering the stock, with the remaining 15% rating it Neutral. Among those bullish is Stifel, as the firm lifted the price […]

Many of this year’s hottest stocks are the biggest decliners in premarket trading Thursday after sharp drops in the previous session.

Asian stock markets largely fell back Thursday, following overnight declines on Wall Street of chip

↘️ Alphabet Inc. Cl A (GOOGL): Shares slipped premarket after Google lost a lengthy legal battle to overturn an EU fine of about $4.69 billion over its Android operating system. ↘️ Samsung Electronics (KR:005930), SK Hynix (KR:000660), Kioxia (JP:285A): The Asian memory-chip makers slumped, dragging down South Korea's Kospi and Japan's Nikkei 225 indexes.

Investing.com -- The Wednesday selloff in U.S. chip shares extended into Thursday’s premarket trading as lofty valuations and heavy AI spending by tech companies weigh on investor sentiment.

Sandisk (SNDK) has gained about 762.52% year to date at the time of writing, Wednesday afternoon, July 1. Meanwhile, the SPDR S&P 500 index (SPY) is up about 9.54% in the same period. The third-largest enterprise solid-state drive (SSD) manufacturer has outpaced the S&P 500 by a wide ...

Last month, President Donald Trump said he was weighing options to give Americans an ownership stake in leading AI firms.

Meta's cloud plan sparked a sharp Wall Street sell-off in AI chip and infrastructure stocks as the entire landscape could be changing.

The stock market just wrapped up one of its strongest first halves in years. In the first six months of 2026, the Dow was up 8.9%, marking its best first half since 2021. The S&P 500 gained 9.6%, and the Nasdaq added 12.8%, while the Russell 2000 soared nearly 22% for its best first-half ...

A report on Meta's AI compute plans sparked broad selling across chipmakers and AI infrastructure companies

Investors fear new competition in AI compute.

Meta Platforms led a rally in Magnificent Seven stocks on Wednesday, but the Nasdaq couldn’t overcome a chip stock clobbering. The Nasdaq fell 0.7%. The S&P 500 dropped 0.2%. The Dow fell slightly. Despite the S&P 500's struggles, a majority of stocks actually rose.

Check out the companies making headlines yesterday:

Intel (NASDAQ:INTC) stock is under heavy pressure today, falling 7% as semiconductor stocks retreat across the board. The weakness extends beyond Intel stock, with Advanced Micro Devices (NASDAQ:AMD) stock down 5% and Taiwan Semiconductor Manufacturing (NYSE:TSM) stock lower by 6%. The broad-based decline comes after Bank of America warned that bubble risk is beginning to ... Intel Drops 7%, AMD Slides 5%, Taiwan Semiconductor Falls 6% as BoA Flags “Bubble Risk”