Apenas manchetes de alto sinal - eventos macro, resultados, M&A, regulatório. Listicles e clickbait de analistas filtrados por padrão. Atualizado a cada hora.
“You get what you pay for” often applies to expensive stocks with best-in-class business models and execution. While their quality can sometimes justify the premium, they typically experience elevated volatility during market downturns when expectations change.
The foundry giant has underperformed the semiconductor sector this year, but it could step on the gas after its Q2 results are released next week.
Investing.com -- U.S. chip stocks bounced back Thursday, recovering some of the ground lost earlier in the week, as a rally in Chinese semiconductor shares helped steady investor nerves following a selloff following Samsung Electronics’ latest results.
Ark sold off more than $8 million worth of AMD stock on July 6, but there isn't a reason to panic.
Advanced Micro Devices stock has delivered an exceptional long term return, yet the current valuation checks send a mixed message, with the Discounted Cash Flow (DCF) intrinsic value estimate pointing to a premium while market multiples still screen the shares as relatively inexpensive. Advanced Micro Devices has returned about 471.8% over five years, which puts extra focus on whether the current price already reflects much of that success. Expectations around AI driven data center growth...
Nvidia Loses $1 Trillion in Value as Chip Rivals Race Ahead
Advanced Micro Devices, Inc. (NASDAQ:AMD) is one of the Best Stocks To Buy. On July 1, Schwab Network’s Fast Market featured Kevin Hincks and Tom White discussing Advanced Micro Devices, Inc. (NASDAQ:AMD) after Wells Fargo raised its price target to $615 from $505. The firm noted sustained demand for EPYC server processors, pricing power, and a stronger […]
CBRS' wafer-scale AI chip story is gaining cloud and partner traction, but delivery obligations, margin pressure and data-center limits remain key tests.
Broadcom (NASDAQ:AVGO) stock is outperforming the semiconductor sector today, climbing 5% to $390 after Apple announced an expanded multiyear chip agreement with the company. Meanwhile, Intel (NASDAQ:INTC) stock is down 2% to $108, while Advanced Micro Devices (NASDAQ:AMD) stock is lower by 1% to $513. The contrasting moves suggest that investors are rewarding Broadcom for ... Broadcom Spikes 5% on Expanded Apple Chip Deal; Intel and AMD Drift Lower
Nvidia's forward P/E ratio is at it's lowest since 2019.
ARM's licensing revenues jump 29% in fiscal Q4, driving 20% overall revenue growth as demand for AI infrastructure, custom silicon and next-generation chip designs remains robust.
With a 5-year EPS growth forecasted at 62.88%, Advanced Micro Devices, Inc. (NASDAQ:AMD) is among the 12 Best Cybersecurity Stocks to Buy and Hold for the Long Term. On June 30, Wells Fargo raised its price target on Advanced Micro Devices, Inc. (NASDAQ:AMD) to $615 from $505 while maintaining an Overweight rating on the shares. The firm increased […]
SPCX stock falls to post-IPO lows as tech selloff pressure meets valuation concerns, but Starlink, Starship and AI ambitions keep its long-term story alive.
SIMO's cheaper valuation and strong growth potential make it a better investment option than INTC despite both firms' solid fundamentals.
Chip stocks extended their decline on Wednesday as the overall market declined.
Advanced Micro Devices, Inc. (NASDAQ:AMD) is one of the 10 Best Stocks to Buy in Glen Kacher’s Light Street Portfolio. On July 6, 2026, Advanced Micro Devices, Inc. (NASDAQ:AMD) revealed a collaboration with Micro Center, a computer parts retailer. Through the collaboration, the company initiated the global launch of Ryzen AI Halo, a compact system […]
Micron (MU) stock has surged nearly 8x over the past year, pushing its market capitalization above $1 trillion. The rally has been fueled by high-bandwidth memory (HBM), which sits alongside the AI accelerators from Nvidia (NVDA) and AMD (AMD) that are at the heart of the AI infrastructure build-out.
🔎 Levi Strauss (LEVI), Costco Wholesale (COST): The jeans maker is due to post second-quarter earnings this afternoon; Costco will report June sales. ↘️ Applied Materials (AMAT), Micron Technology (MU), Marvell Technology (MRVL), Intel (INTC), Advanced Micro Devices (AMD): The chip stocks fell in premarket trading, on course to extend a slide sparked by guidance from Samsung Electronics (KR:005930) yesterday that failed to meet lofty expectations.
Nvidia stock has been in a rut but could be helped by confirmation of a new customer for its stand-alone Vera CPUs.
(Bloomberg) -- After losing roughly $1 trillion in market value in less than two months, Nvidia Corp.’s stock is the cheapest it’s been since before the AI boom kicked off and sent the shares into the stratosphere.Most Read from BloombergGreece Offers Bounty to Catch Ravenous Fish Lured by Warming SeaChip Stocks Sink After Blistering Run as Oil Jumps: Markets WrapUS Strikes Iran and Blocks Oil Sales in New Test of TruceTwo Millennium Trading Pods Made About $3.7 Billion Last MonthChina Sentences
Samsung reported blowout preliminary results for the last quarter, but shares declined anyway, triggering a selloff in major chip stocks.
SEOUL, July 8 (Reuters) - Shares of South Korean memory chipmakers Samsung Electronics and SK Hynix fell as much as 4.4% and 5%, respectively, in early trade on Wednesday, tracking a broad selloff in
Shares of South Korean memory chipmakers Samsung Electronics and SK Hynix fell as much as 4.4% and 5%, respectively, in early trade on Wednesday, tracking a broad selloff in U.S. semiconductor stocks on growing concerns about the sustainability of the AI-driven chip boom. High-flying memory and semiconductor stocks tumbled overnight, with Intel, Micron and AMD closing down 9.7%, 4.7% and 6.5%, respectively. MKTS/GLOB] Also, the Philadelphia Semiconductor Index lost 4.7% as investors questioned whether AI-related spending can be sustained.
A top Chinese AI developer is apparently aiming to design and build its own processor.
Rackspace Technology, Inc. (NASDAQ:RXT) has gained more than 569% over the past 6 months, mainly driven by strong fiscal Q1 2026 earnings and the company’s partnership with AMD. Rackspace Technology, Inc. (NASDAQ:RXT) also ranks as one of the Best Performing Agentic AI Stocks to Buy. During the quarter, the company posted $678.1 million in revenue […]
I covered Wells Fargo's AMD upgrade at the start of July, making a specific case that the server CPU story was being underappreciated relative to the GPU narrative. On July 5, 57-year-old Goldman Sachs also made the same argument louder and with a bigger number. Goldman Sachs analyst James ...
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.
