Notícias

GF Securities expects strong growth for Taiwan Semiconductor in Q2.

Low valuations and rapid revenue growth leave room for these stocks to double.

SK Hynix has just made financial history. The South Korean memory-chip giant completed the largest-ever U.S. share sale by a foreign company, raising $26.5 billion through the sale of 177.9 million American Depositary Receipts (ADRs).

When Perplexity chose silicon for its AI coding stack, the decision exposed a fault line running beneath two blockbuster earnings reports and raised a question neither company wants asked out loud: is the CPU market already decided?

On Thursday, a top tech analyst said Meta Platforms, Inc.’s massive AI infrastructure investment underscores its long-term ambitions, arguing the company’s custom chip strategy is designed to expand computing capacity alongside Nvidia Corp and Advanced Micro Devices, Inc. —not replace...

Coca-Cola offers one of the best ways to participate in the stock market while generating reliable passive income.

Advanced Micro Devices (AMD) bulls were expecting Wall Street to continue rewarding the stock following a momentous run spearheaded by AI demand, data-center expansion, and renewed confidence in the chipmaker's roadmap. For perspective, according to Seeking Alpha, AMD has dramatically outperformed ...

The ARK Innovation ETF (NYSEARCA:ARKK) remains one of the most recognizable thematic funds on the market, marketed as a bet on disruptive innovation across AI, genomics, fintech, and autonomous technology. Investors hold ARKK for concentrated exposure to unprofitable, high-growth names that a market-cap index would underweight, and Cathie Wood’s active management is a large part ... Skip ARKK’s Moonshots: This Fund Owns the AI Software Winners for 0.45%

Coinbase stock closed up over 0.4% on Friday with retail sentiment remaining neutral, and chatter on Stocktwits remained at ‘normal’ levels.

With Advanced Micro Devices' stock soaring so far this year, analysts show their love for this fabless semiconductor company.

The business is as strong as ever, and one by one, analysts are confirming that.

AMD and Intel investors have enjoyed incredible gains so far in 2026.

Single-stock leveraged ETFs will amplify the daily gains—or losses—of the South Korean memory-chip maker. They’re not for the buy-and-hold crowd.

Earlier this week, Rackspace Technology cut its 2026 revenue guidance to US$2.45–2.55 billion, reduced expected adjusted EBITDA, and outlined exits from low-margin public cloud resale and legacy hosting while launching a US$250 million at-the-market equity program to fund an enterprise AI push. At the same time, Rackspace deepened its AI focus by becoming Palantir’s preferred operator for regulated and sovereign deployments and committing to expand AMD-powered AI capacity, effectively...

AMD chases AI growth with concentrated risk, while TXN's diversified portfolio trades at a cheaper valuation. Which risk-reward profile fits your 2026 strategy?

Rackspace Technology (NASDAQ:RXT) said it is accelerating its push into enterprise artificial intelligence infrastructure, announcing a $250 million at-the-market equity offering and updated 2026 financial outlook as it moves away from lower-margin revenue streams. On a conference call, Chief Execu

SK Hynix’s historic U.S. trading debut helped investors regain their appetite for the AI trade. American depositary receipts of SK Hynix soared 13% Friday as the South Korean chip maker pulled off a $26.

Shares of social network operator Meta Platforms (NASDAQ:META) jumped 5.2% in the afternoon session after a cluster of AI infrastructure and product news reframed the company's heavy capital spending as a path to lower costs, new revenue, and faster growth rather than a pure expense drag.

SK Hynix’s historic U.S. trading debut helped investors regain their appetite for the AI trade. American depositary receipts of SK Hynix soared 13% Friday as the South Korean chip maker pulled off a $26.5 billion U.S. share sale, the largest by a foreign company in history. SK Hynix’s offering capped a volatile week for the market.

Here’s how memory-chip maker SK Hynix compares with peers after its first U.S. trading day. 2026 Debuts, day 1 performance Cerebras Systems: 68% Innio: 23% SpaceX: 19% Madison Air: 18% 🎯 SK Hynix: 13%.

The Amplify Transformational Data Sharing ETF (NYSEARCA:BLOK) is the go-to actively managed vehicle for investors who want one ticker that covers the entire blockchain economy. BLOK owners get miners, exchanges, treasury holders, payment processors, and enterprise adopters bundled together, which is exactly the pitch: diversified exposure to a volatile theme without the risk of picking ... Why the Pure Bitcoin-Miner Fund Crushed the Blockchain Basket, Up 184%

Manufacturing investments revive confidence across AI-related shares

Nvidia Stock Rises as Meta's New AI Chip Won't Replace Its GPUs

Wedbush sees opportunities in general-purpose computing and networking.

One brutal week and one chaotic Thursday left Rackspace investors staring at a guidance cut, a shareholder investigation, and a last-minute AI gamble with Palantir. Now the stock is bouncing hard, and the question is whether this recovery has any real foundation under it.

Every quarter, one chipmaker hands its shareholders a stronger reason to own it than the previous quarter, and most investors are still scanning the wrong names for AI exposure.

Cerebras CEO Andrew Feldman says AI compute suppliers are not building on speculation but chasing orders already under contract, and the companies moving fastest to secure power and pour concrete may be sitting on the greatest opportunity since the internet itself.

The ChatGPT developer’s recent model beats releases from Elon Musk’s SpaceX and Alphabet’s Google on Artificial Analysis’s intelligence ranking.

The SPDR S&P Semiconductor ETF (NYSEARCA:XSD) and the VanEck Semiconductor ETF (NASDAQ:SMH) both offer exposure to semiconductors, yet they are two very different bets. XSD spreads chips money almost evenly across roughly 40 U.S. semiconductor names. SMH funnels most of its dollars into the 25 largest, tilting hard toward the AI mega-caps. Over the last ... XSD vs. SMH: Should Your Semiconductor ETF Be Equal-Weight or Cap-Weight?

Rapidus hopes to mass-produce 2 nm chips in 2027.