Notícias

NVIDIA (NASDAQ:NVDA) is the stock everyone points at, a $4.75 trillion monument to the AI buildout that just posted 85.23% revenue growth last quarter and guided to $91 billion for the next one. But the more interesting setup right now is elsewhere. Advanced Micro Devices (NASDAQ:AMD) closed Thursday around $517.82 and ripped roughly 7% higher ... Forget Nvidia: AMD Might Close the Gap Faster Than Anyone on Wall Street Expects

Goldman Ignites AMD Rally With Powerful New Wall Street Call

Investing.com -- NVIDIA Corporation (NASDAQ:NVDA) shares ticked up just 0.8% on Monday, starkly trailing a 3.2% surge in the Philadelphia Semiconductor Index and lagging rivals Advanced Micro Devices Inc (NASDAQ:AMD), which gained 7.7%, and Broadcom Inc (NASDAQ:AVGO), which jumped 4.4%. The underperformance came as a broad rally for chipmakers collided with a boutique research report alleging significant delays in the AI giant’s next-generation server architectures. Supply chain research firm Se

Credo Technology stock surged higher on Monday, leading all gainers on the Philadelphia semiconductor index, known as SOX.

Turing added AMD Ventures as a backer, shifted 10% of AI training to AMD GPUs, and targets a 2028 launch.

(Updates with index/price moves, macroeconomic data, and company news from the first paragraph.)

AVGO's AI revenue outlook, margin pressure and customer concentration are raising valuation questions. What should investors do?

AMD stock trades near the top of the S&P 500 as Goldman Sachs raised its price target on expectations of continued AI demand.

Advanced Micro Devices, Inc. (NASDAQ:AMD) is one of the best long-term growth stocks to invest in now. Wells Fargo lifted the price target on Advanced Micro Devices, Inc. (NASDAQ:AMD) to $615 from $505 while maintaining an Overweight rating on the shares. The firm stated that EPYC server CPU demand strength plus pricing upside drives an […]

(Updates with index/price moves and company/geopolitical news from the first paragraph.) US equit

Artificial intelligence has become one of the biggest investment themes of the decade, but leadership inside the industry isn’t standing still. Nvidia (NASDAQ:NVDA) has dominated AI accelerators for years, rewarding shareholders with extraordinary gains. Yet the next phase of the AI infrastructure buildout may look more competitive than the last. Companies are looking for alternatives ... Is This Where AMD Catches Nvidia? Goldman Sachs Says It’s Gaining Ground

The inflows into tech remains very impressive.

The company's new long-term contracts are meant to tame its wild cycles, but they might also be putting a cap on its historic profitability.

Dell Technologies is rising sharply after President Donald Trump publicly voices his support for the company and its products. It’s not the first time he had endorsed the computer company.

SIMO's 307% surge reflects SSD controller traction, fabless advantages, bullish guidance and growth exposure to AI, cloud and automotive markets.

AMD stock is cheaper than it looks -- and Goldman Sachs just noticed.

Shares of Broadcom (NASDAQ:AVGO) are up 6% to $381 in early Monday trading after the company said it agreed to expand its custom-chip partnership with Apple (NASDAQ:AAPL) through 2031. The news is fueling a broad semiconductor rebound after last week’s pullback. Advanced Micro Devices (NASDAQ:AMD) stock is up 10% to $568, and Intel (NASDAQ:INTC) stock ... Broadcom Rallies 6% on a Broadened Apple Partnership as AMD Gains 10%, Intel Rises 5%

Stock Market Today: The Dow Jones index fell Monday, while tech futures rallied. Micron stock and Sandisk rebounded in premarket trading.

Another semiconductor rally, another ho-hum day for Nvidia The leading chip maker is still suffering from the fear that it won’t be one of the main beneficiaries of artificial-intelligence spending in future but analysts at Goldman Sachs preach patience. Nvidia shares were up 0.2% in premarket trading. The company’s major issue continues to be that major customers like Alphabet and Amazon are offering their own custom AI chips to third parties, even as they buy up Nvidia’s processors.

(Updates with economic data, recent oil price movement, world markets' overview and corporate stock

NVIDIA’s fundamentals have never looked stronger, yet its stock is limping through 2026. NVIDIA (NASDAQ:NVDA) is up just 3.2% year to date, a striking laggard in a sector where money is flooding into almost everything else. That is the paradox: the company at the center of the AI buildout has become the black sheep of ... How Nvidia Became The Black Sheep Of The Chip Stock Rally

US stocks are predicted to see a mixed start on Monday, with investors rotating back into technology shares after a softer-than-expected jobs report last week eased concerns that the Federal Reserve could raise interest rates again. Nasdaq futures were 1.1% higher ahead of the first trading...

Stocks were gaining in premarket Monday with technology stocks prominent among the gainers. Semiconductor companies were particularly prominent as the artificial-intelligence trade took off again. Western Digital was up 4.5%, Sandisk was up 3.9%, and Micron Technology rose 2.3% as memory-and-storage companies regained their momentum after a drop last week.

The recent pullback has renewed buying interest in AMD, with the stock down 11% from last Tuesday’s record high.

Turing Inc., a self-driving technology startup, has integrated Advanced Micro Devices (NasdaqGS:AMD) AI accelerators into its autonomous vehicle systems. AMD Ventures has invested in Turing Inc., aligning financial backing with a commercial deployment of AMD's AI hardware. The partnership expands AMD's presence into the autonomous vehicle sector, beyond its existing data center and gaming AI efforts. For investors watching AMD, the Turing Inc. deal adds another use case for the company’s...

Wall Street closed mixed to complete a holiday-shortened week.

(Bloomberg) -- Self-driving tech developer Turing Inc. has added AMD Ventures to its list of backers and begun adopting Advanced Micro Devices Inc.'s AI accelerators in its systems.Most Read from BloombergOil, Gas Tankers Cross Hormuz Via Oman-Side Route After U-TurnsGreece Offers Bounty to Catch Ravenous Fish Lured by Warming SeaOil's Supply Wave, Tumbling Prices Rekindle Fears of Global GlutBrazil Freezes $2 Billion, Pursues Arrests After US SanctionWhy the Great American State Fair Looks So E

(Bloomberg) -- Self-driving tech developer Turing Inc. has added AMD Ventures to its list of backers and begun adopting Advanced Micro Devices Inc.’s AI accelerators in its systems.Most Read from BloombergOil, Gas Tankers Cross Hormuz Via Oman-Side Route After U-TurnsGreece Offers Bounty to Catch Ravenous Fish Lured by Warming SeaOil’s Supply Wave, Tumbling Prices Rekindle Fears of Global GlutBrazil Freezes $2 Billion, Pursues Arrests After US SanctionWhy the Great American State Fair Looks So E

Advanced Micro Devices Inc. (NASDAQ:AMD) is one of BlackRock’s 30 most important AI stocks right now. BlackRock is the largest institutional owner in the company, holding approximately 145.57 million shares, or around 8.93% of outstanding shares, according to Yahoo Finance data. On June 30, Wells Fargo increased the firm’s target price on Advanced Micro Devices […]

These Nvidia rivals climbed in the triple digits.