Notícias

Before Intel shares took flight, a critical vote of confidence from one of the world’s biggest chip buyers was hiding in the fine print of an earnings call.

Broadcom Inc. (NASDAQ:AVGO) is one of the 13 Best Stocks to Invest In According to Billionaire Ken Griffin. Broadcom Inc. (NASDAQ:AVGO) is one of the most important players in the current AI industry due to its ability to design custom AI chips called ASICs. The shares are up by 60% over the past year and […]

CRDO's rapid growth faces customer concentration risks, but diversification into Neo clouds and broader clients could gradually rebalance its revenue mix.

Retail investors are liquidating some of the biggest winners in the AI trade to raise cash for Friday’s SpaceX (SPCX) IPO, and the selling pressure is landing hardest on semiconductors. MU stock is moving. See the chart and price action here. Data from Vanda Research shows individual investors net sold equities for three consecutive days through Wednesday — the first such stretch since March 2020, according to CNBC. On Monday alone, retail pulled the most capital from individual stocks since Nov

KKR, Nvidia, Vistra, and the Kuwait Investment Authority are committing more than $10 billion to Helix Digital Infrastructure, underscoring growing investor demand for AI data-center projects.

The market has entered an unusual phase where investors are no longer rewarding every company tied to artificial intelligence. Instead, capital is becoming more selective. High-profile opportunities are competing directly for investor dollars, valuations are facing greater scrutiny, and even market leaders are being forced to prove they deserve premium status. That shift is now ... Nvidia Breaks Below $200, Approaches Bear Market Territory. How Much Further Can It Fall?

AI stocks could be about to get a big test if OpenAI slashes prices in order to compete with rival Anthropic.

Yahoo Finance Senior Reporter Brooke DiPalma and Yahoo Finance Senior Business Reporter Ines Ferré outline what investors need to know about SpaceX's (SPAX.PVT) C-suite beyond CEO Elon Musk, including COO Gwynne Shotwell and CFO Bret Johnsen.

ANET rolls out 7060XE7 Series Ethernet platforms, delivering 1.6 Tbps per port and up to 100 Tbps switching capacity to meet surging AI infrastructure demands.

Shares of Intel (NASDAQ:INTC) are up 8% to $115 and change in early Thursday trading, while Advanced Micro Devices (NASDAQ:AMD) stock is rising 4% to $470. Both chip names are rebounding after a rough stretch earlier this week. The catalyst is a bullish Bank of America research note projecting the total addressable market for server ... Intel Jumps 8%, AMD Rises 4% on Bank of America’s $170 Billion Server-CPU Call

As management pivots hard to a massive new market, they've stopped detailing the multi-billion-dollar hole left by China, a quiet shift investors can't afford to ignore as growth slows.

Investors looking to add one of these AI stocks to their portfolios right now have an easy choice to make.

NVIDIA (NASDAQ:NVDA) has plunged 15% from its peak and closed at $200 yesterday. Multiple AI stocks have pulled back in the past week in the Broadcom (NASDAQ:AVGO)-led AI panic. NVDA has now slipped below the $5 trillion mark as I write this. Reddit lit up with capitulation. Many investors believe the top is in, whereas ... Panic Selling Nvidia? Here’s Why the AI Blueprint Says That’s Your Biggest Mistake

Analog Devices' communications business is riding on AI and data center demand, with strong growth and record bookings supporting momentum into coming quarters.

LRCX soars 86.8% YTD as AI/HPC fuel demand for its chipmaking tools, while strong quarterly sales of more than $5 billion and margin gains keep bulls interested.

A KKR-led group on Thursday launched a new company with more than $10 billion in committed ‌capital to finance the build-out of AI infrastructure, ‌the latest effort by an alternative asset manager to capitalize on growing demand ​for AI services. The Kuwait Investment Authority, AI chip giant Nvidia and utility firm Vistra are anchor investors in the company, called Helix Digital Infrastructure, which is led by former Amazon Web ‌Services CEO Adam Selipsky. Nvidia will help Helix with its expertise in designing AI data-centers, while Vistra will be the preferred power provider.

The chipmaker's shares look expensive today, but the real question is whether you believe in the growth that makes them cheaper tomorrow.

(Bloomberg) -- Retail traders’ infatuation with high-flying computer memory and storage companies is fading now that the next big thing — SpaceX’s initial public offering — is on the way. Most Read from BloombergXbox Plans Significant Layoffs as New CEO Plans OverhaulHouse Republican Says Hegseth’s D-Day Remarks ‘Inappropriate’US Strikes Iran in Trump Escalation Over Stalled Peace TalksTech Stocks Sink as Oil Jumps on US-Iran Jitters: Markets WrapOracle Falls After Data Center Costs Overshadow A

Initial public offerings of AI giants were seen by many investors as a can’t miss opportunity, but it’s little wonder markets are getting cold feet. Say it was a hot spring in New York and you wanted to place a bet on Polymarket about the temperature reaching 100 degrees in Central Park this month.

↘️ Oracle (ORCL): Shares slid premarket after the software and cloud-computing company reported larger-than-forecast capital expenditures related to its data-center buildout. ↗️ Super Micro Computer (SMCI): Shares rebounded premarket, following a 28% drop Wednesday.

A short-term correction will not prevent long-term catalysts from taking shape.

Shares rally as investors buy the dip in tech stocks despite the U.S. and Iran exchanging fire for a second straight day.

Wall Street closed sharply lower on Wednesday as market participants continued to book profits in highly overvalued AI semiconductor stocks.

Broadcom's stock slipped following a poorly received earnings report.

After one of the sharpest pullbacks the AI chip trade has ever seen, three of the sector's leaders are suddenly trading well below their recent highs.

Recently, Broadcom announced it is launching the AI XPV Platform with Apollo Global Management and Blackstone, where Apollo is leading a US$35.00 billion capital solution intended to support more than 20 gigawatts of AI compute capacity globally through 2028, including funding over 1 gigawatt of additional infrastructure for Anthropic. This move highlights how Apollo is positioning itself as a key capital provider for large-scale AI infrastructure, potentially reinforcing its role in...

Blackstone Inc. (NYSE:BX) is a deep value stock to invest in now. On June 6, 2026, Apollo Global Management (NYSE:APO) and Blackstone (NYSE:BX) finalized a $35 billion financing package for Anthropic, according to Bloomberg. The deal is one of the largest private credit transactions on record and will fund Google’s custom TPUs, leased by Anthropic […]

The company's AI growth is spectacular, but a closer look at its customer list reveals a multi-billion-dollar question mark investors should not ignore.

While Wall Street obsesses over AI chip sales, a different, high-margin business is providing the stability that could answer the biggest risk.

Shares of fabless chip and software maker Broadcom (NASDAQ:AVGO) fell 5.1% in the afternoon session after the CPI print of 4.2% annual inflation (the hottest since 2023) revived the rate hike narrative.