Notícias

MCHP's Micron alliance combines PCIe Gen 6 switches and SSDs to boost AI data-center reach and challenge Broadcom and Astera Labs.

QRVO beat earnings estimates as stronger margins and cost discipline offset weaker smartphone demand, highlighting a profitability story driven by execution.

QRVO is improving profitability through stronger execution and diversification, but smartphone exposure and transaction uncertainty still cloud the outlook.

Its five-year correlation to the index says overlap, and its past-year capture readings say that overlap arrives magnified in both directions.

SpaceX's exclusive use of NVIDIA systems on Earth and in orbit expands its industrial AI reach and supports long-term growth.

Marvell Technology's communications business is rebounding as AI networking demand accelerates, but can that momentum offset margin pressure and uneven recovery trends?

Can the company keep the momentum going?

NVIDIA just delivered its loudest quarter of the AI era, yet shares sit nearly 30% below their peak while B200 systems vanish from shelves faster than they ship. The bull case for a run to $300 hinges on three things that still need to break right.

AMD just posted a record quarter and the stock is tanking anyway, while NVIDIA is surging on a surprise deal that doubles as a direct shot at AMD's biggest ambitions.

Anthropic is building a team for designing its own custom AI chips. The Claude-maker said it would co-design hardware and models to help its technology run faster and more efficiently.

Intel's moderate correlation to the market is partial independence, but the stock travels at more than three times the index's volatility.

One early proposal put the package at $36 billion, which would exceed the $35 billion deal closed roughly two months ago

Three ETFs offer broader exposure as the memory-chip maker recovers.

Emerald Wealth Partners, an independent asset and wealth management firm based in Zurich, released its Q2 2026 investor letter for the “Focused Equity Strategy.” A copy of the letter can be downloaded here. The Strategy reported a 0.8% gross return for the second quarter of 2026. Equity markets rallied after the first quarter’s Iran shock faded and […]

Why investing for the long run, especially if you buy certain popular stocks, could reap huge rewards.

GlobalFoundries (GFS) delivered earnings and revenue surprises of +4.55% and +1.42%, respectively, for the quarter ended June 2026. Do the numbers hold clues to what lies ahead for the stock?

A recent collaboration between Multiverse Computing and Qualcomm Technologies aims to enhance the efficiency of AI operations in data centers globally. This partnership will optimize AI models specifically for Qualcomm's Dragonfly AI200 and AI250 accelerators, focusing on improving performance and reducing power consumption. Live demonstrations have shown significant gains in response times and throughput, without sacrificing accuracy, using compressed AI models in real-world scenarios. As...

(Bloomberg) -- A potential ban on the import of Chinese optical transceiver modules into the US would inflict collateral damage on US hyperscalers, exacerbating a supply bottleneck that no American firm can ease, research firm Counterpoint warned on Wednesday.Most Read from BloombergTrump Says Iran Talks Going Well as Hopes Rise for Hormuz DealTaco Bell Met With Michigan on Parasite Weeks Before RecallBeer Dynasty Families Sell €731 Million Stake in AB InBevChina’s AI Blitz Creates ‘Death Zone’

Every dollar hyperscalers spend building alternatives to Nvidia has to go somewhere, and one company keeps collecting it across custom silicon, switch fabric, and AI networking without most investors noticing.

AMD just posted data center revenue that more than doubled, yet one rival may pose a far greater existential threat to Nvidia without ever competing directly for a single GPU sale.

The chipmaker's growth story is accelerating, but history offers a serious note of caution for anyone thinking of buying this pullback.

Intel Stock Roars Back 10% as Investors Rush Into Chip Stocks

Apollo Global Management (NYSE:APO) reported record second-quarter fee-related earnings and spread-related earnings, citing momentum in origination, capital formation and investment performance across its asset management and retirement services businesses. The alternative asset manager generated f

MediaTek raised its target on July 31 to capture 15% to 20% of an estimated $80 billion custom AI-chip market in 2027. Its first AI accelerator for a major U.S. cloud provider will enter production in the fourth quarter, and MediaTek expects more than $2 billion in 2026 data-center revenue. The expansion could give Alphabet […]

Blackstone Inc. has initiated preliminary talks with investors regarding a second major debt financing package to fund Anthropic PBC’s use of Alphabet Inc.’s Google chips.

Semiconductor stocks led the S&P 500 to all-time highs on Tuesday.

The semiconductor and networking specialist is gaining ground thanks to strong results from another major AI player.

Chip stocks are surging across the board, but the biggest winner today may be the one that fell 24% last month and still has no trailing earnings to justify the bounce. Here is what is actually driving the move.

Goldman Sachs just handed Microsoft its most coveted endorsement while cutting three other tech giants loose, and the reasoning behind that trade reveals exactly where Wall Street thinks the AI money flows next.

CRDO's 52% YTD surge reflects AI connectivity growth, but premium valuation, customer concentration and execution risks favor patience.