Notícias

Micron and Nvidia look like great deals now -- and despite its recent stellar gains, so does Sandisk.

Excluding the contribution from Micron and Nvidia, Q2 earnings for the rest of the Zacks Tech sector would be up +25.3% (vs. +48.8% otherwise).

Watching a new investment portfolio drop nearly 10% within days of buying can make anyone question whether they made a mistake. That’s exactly what happened to one beginner investor after a basket of technology and AI-related stocks fell sharply, leaving...

The surprise release of a breakthrough artificial-intelligence model from China intensified a selloff in chip stocks on Friday, fueling concerns about competition in AI and massive corporate spending that underpins its build-out. Tech stocks led a Friday selloff that by late afternoon had broadened to envelop 10 of 11 sectors in the S&P 500 index. The latest trigger was China’s Moonshot AI, which unveiled its Kimi K3 large language model on Friday.

Readers weigh in on the 2026 Midyear Roundtable, SK Hynix and Micron, Travelers, and Berkshire, and the Dow.

India's smartphone slowdown highlights how the AI boom is reshaping consumer electronics, from pricing and demand to corporate strategy.

Japan's tech selloff spills into U.S. trading

Qualcomm has agreed long-term supply deals for memory and storage components for AI-capable vehicles. The arrangements involve Micron and other major automotive technology partners. The agreements aim to support next generation, AI enabled vehicle platforms and improve supply reliability. QUALCOMM, traded as NasdaqGS:QCOM, is pushing further into automotive technology with these new supply agreements, at a time when the stock is priced at $170.61. The share price is down 9.8% over the past...

Micron and TSMC are benefiting from AI demand, but Micron's lower valuation, stronger returns and lighter debt may give it the investment edge.

AI Chip Stocks Under Pressure as China's Moonshot Challenges U.S. AI Leaders

The PHLX Semiconductor Index has clawed its way back to the flatline, escaping a technical bear market. The index, which uses the ticker SOX, was up 0.5%, with memory chip stocks leading charge. With the chip selling easing, the Nasdaq and the S&P 500 pared their losses somewhat, with the indexes down 0.8% and 0.5%, respectively.

The tech selloff has spread beyond semiconductor stocks to many of this year’s biggest listings, even as some Wall Street analysts argue the pullback is a healthy reset rather than the end of the AI boom.

The favorable demand-supply dynamics that have powered Micron's terrific growth could continue beyond 2030.

Its history of deep, prolonged drawdowns is the risk every shareholder carries today.

SK Hynix just landed on Nasdaq carrying the biggest slice of the high-bandwidth memory market, but arriving at a moment when semis are getting punished raises a pointed question about whether this heavyweight is a steal or a trap.

Micron, Sandisk, Seagate and Western Digital are positioned to benefit as AI infrastructure drives rising demand for advanced memory and storage.

QQQ highlights a volatile market as sharp swings hit tech momentum stocks, with three practical trading tips aimed at navigating choppy conditions.

Before Intel's stock price caught fire, the company's own earnings calls were quietly building the case that its core server business was far from obsolete.

Micron just locked in five-year supply deals at historically high DRAM prices while a major AI cloud buyer quietly bets those same prices are about to fall. One of them is going to be very wrong.

A wave of selling swept through semiconductor stocks Friday as investors began questioning whether the AI spending boom can justify chip valuations built on optimism alone. The forces driving this rotation reveal cracks in the narrative that sent some semis up triple digits this year.

The PHLX Semiconductor Index is on track to enter a technical bear market. Bank of America analyst Vivek Arya said the dramatic downturn is "a summer reset, not a fundamental reversal." The AI chip maker's market capitalization fell to $4.8 trillion, below Apple's $4.9 trillion valuation.

The stock market (^DJI, ^IXIC, ^GSPC) is feeling the mid-summer heat with semiconductors and tech names getting especially burned amid this week's chip sell-off. Crossmark Global Investments chief market strategist Victoria Fernandez and BD8 Capital Partners CEO and CIO Barbara Doran discuss what to make of this sell-off and how accepting investors should be of this rotation from chipmakers.

Management is promising structural growth without shipping more drives, and the market is buying it. But the real test of that high-tech promise is around the corner.

Chip stocks trimmed losses on Friday as investors bought the dip despite AI jitters.

Chip stocks sold off on Friday as AI jitters resurfaced.

AI infrastructure is running into physical bottlenecks that most investors overlook, and three semiconductor stocks sitting at those chokepoints are flashing unusual setups ahead of July earnings season.

Chip makers are selling off premarket as investors pare back investments in artificial intelligence-linked stocks. Intel, Micron and Sandisk are on track to notch double-digit losses for the week, while large tech names in Asia have cratered.

The benchmark US stock measures were pointing lower before the open Friday as a sell-off in semicond

The partners named are Qualcomm, Visteon, Harman, Joynext, Denso, Astemo and Hyundai Mobis, each described as a major supplier of technology underpinning the automotive ecosystem.

Palomino Laboratories has signed a binding Letter of Intent to acquire Vega Links Inc., aiming to transform itself into a comprehensive AI interconnect company. This acquisition will expand Palomino's market reach from approximately $6 billion to over $60 billion by integrating systems architecture and advanced interconnect technologies, such as copper, MicroVCSEL, and MicroLED solutions. As AI infrastructure advances rapidly, the demand for high bandwidth, low latency, and energy-efficient...