Apenas manchetes de alto sinal - eventos macro, resultados, M&A, regulatório. Listicles e clickbait de analistas filtrados por padrão. Atualizado a cada hora.
JPMorgan Chase has raised its price target on Riot Platforms (Nasdaq: RIOT), a Bitcoin miner increasingly moving into AI infrastructure, to $22 from $20, while keeping its Overweight rating. The bank said in an Aug. 17 research note that Riot is "building momentum," pointing to a ...
Penguin Solutions (NASDAQ:PENG) is positioning its business around a full-stack “AI factory” platform that combines infrastructure, memory technology, software and managed services, Senior Vice President of Global Marketing Mark Adams said during Rosenblatt Securities’ Sixth Annual Age of AI Scaling
Synopsys is heading toward its next earnings release as its expansion strategies aim to reignite momentum following recent stock weakness.
Most investors watch what AMD builds. Fewer watch what it buys. A quarterly filing with the Securities and Exchange Commission just gave them a reason to look. Advanced Micro Devices (AMD) disclosed large equity stakes in two very different companies: Elon Musk's SpaceX (SPCX) and enterprise ...
Aristotle Capital Management, LLC, an investment management company, released its “Core Equity Fund” Q2 2026 investor letter. A copy of the letter can be downloaded here. The fund returned 14.69% in the second quarter of 2026, slightly trailing the 15.20% gain of the S&P 500 Index as market performance remained highly concentrated in artificial intelligence (AI)-related […]
Micron outpaces AMD on shareholder returns and valuation as strong AI memory demand fuels its growth outlook.
The chipmaker taps debt markets as AI spending grows.
AMD Stock Slides After Chipmaker Sets Terms for Massive $4.75 Billion Debt Sale
A Wedbush note linking Cerebras to OpenAI's fastest inference tier sent shares surging after last week's brutal selloff, and the 13F filings landing Monday reveal exactly which major funds are quietly betting billions on the AI chip race.
AMD's expanding ambitions are reshaping its balance-sheet strategy
Ray Dalio just placed a $900 million bet on a chipmaker that has already surged over 20% this year, and Wall Street is watching closely to see if the smartest money in the room still has the right timing.
Chase Coleman's Tiger Global just dumped Nvidia and Alphabet to load up on AMD, a move that either signals a major shift in AI investing logic or a costly bet on a stock already priced for perfection.
AMD and Palantir both anchor the AI trade, but one stock sits in a constructive setup heading into 2027 while the other carries a valuation that has already priced in two years of flawless execution.
Broadcom has quietly slipped while the rest of the AI chip complex surged, leaving it as the only major name trading at a steep discount to analyst consensus. The question now is whether that gap closes upward or the bears finally find their footing.
David Tepper’s Appaloosa Management filed its Q2 2026 13F on August 14, 2026, and the disclosure told a specific story: the hedge fund manager whose portfolio returned 32% in the first half of 2026 on memory-chip makers spent the second quarter pulling chips off that table and reallocating the winnings deeper into the AI stack. ... Billionaire David Tepper Trimmed Micron and Sold out of SanDisk. Here’s the New AI Stocks He’s Buying
Micron shares are back with some momentum.
↗️ Diana Shipping (DSX): Diana said Friday that it withdrew its bid to acquire Genco Shipping & Trading (GNK), ending a nearly year-long takeover battle between the two shipping companies. Shares in Diana rose about 7% premarket.
Shares of computer processor maker AMD (NASDAQ:AMD) jumped 5.1% in the afternoon session after the company priced a $4.75 billion bond offering to fund its expansion into the artificial intelligence and data center markets, according to Bloomberg.
Tech companies are raising money, increasing production, and changing their plans as AI spending stays strong, while investors watch costs and how well companies deliver on their promises.
Second-quarter 13F filings, disclosed late last week for positions held as of June 30, tell a clear story inside the semiconductor trade: the biggest hedge funds rotated out of Broadcom (NASDAQ:AVGO) and into Taiwan Semiconductor Manufacturing (NYSE:TSM). Let’s take a look at what funds bought and sold the two chip titans. Loeb and Druckenmiller Both ... Wall Street’s Biggest Funds Are Dumping Broadcom and Adding Taiwan Semiconductor. Time to Follow the ‘Smart Money?’
The chipmaker's valuation is far higher than those of its peers.
We use Google Analytics to count anonymous page views and understand which content gets read. No ads, no profiles. Decline keeps you on cookieless mode. Details.
