Notícias
Apenas manchetes de alto sinal - eventos macro, resultados, M&A, regulatório. Listicles e clickbait de analistas filtrados por padrão. Atualizado a cada hora.
Wall Street just picked a new favorite in the AI chip race, and it isn't the company most investors expect. According to Investing.com, Cantor Fitzgerald analyst C.J. Muse raised his price target on Advanced Micro Devices (AMD) to $700 from $500 on June 29, keeping his Overweight rating. That ...
AMD (NASDAQ:AMD) and Palantir (NASDAQ:PLTR) both delivered blockbuster Q1 2026 results in early May, attacking the AI opportunity from different angles. AMD sold the silicon that trains and serves models. Palantir sold the software layer that turns those models into enterprise workflows. Two months later, the market is rewarding execution very differently. Instinct GPUs Carry ... AMD vs Palantir: Which AI Giant Is a Better Buy?
Artificial intelligence continues to reshape the technology industry at a pace few expected. What began as a race to build faster AI chips has expanded into a massive infrastructure buildout spanning data centers, networking equipment, memory, storage, and servers. That evolution is creating fresh opportunities for investors willing to look beyond yesterday’s winners. Nvidia (NASDAQ:NVDA) ... Is Nvidia Undervalued or AMD Overvalued — or Both?
Advanced Micro Devices, Inc. (NASDAQ:AMD) is one of the stocks with rising earnings estimates and fresh catalysts. The stock has 42 upward EPS revisions and 3 downward revisions for the upcoming fiscal year over the last three months, while revenue estimates show 43 upward revisions and 2 downward revisions. That gives AMD one of the […]
Micron's $1 trillion valuation is being tested as investors question how long AI memory shortages will last. AMD's broader AI business could help it reach the $1 trillion club, though both companies remain positioned for long-term growth.
AMD is hosting an artificial intelligence (AI) summit between July 22 and 23.
AMD has delivered impressive gains to investors in 2026, but its momentum has weakened over the past month.
While demand tailwinds indicate strong growth ahead, AMD stock is not cheap. Following its sharp run-up, AMD now trades at 87.9 times forward earnings.
Dell Technologies Inc. (NYSE:DELL) was among the stocks Jim Cramer commented on as he advised investors on how to take advantage of Wednesday’s market rotation. Cramer highlighted the missed opportunities in the stock. He stated: Oh, then there’s two that I’m really embarrassed and even mortified to talk about: AMD and Dell. With AMD, the […]
Advanced Micro Devices, Inc. (NASDAQ:AMD) was among the stocks Jim Cramer commented on as he advised investors on how to take advantage of Wednesday’s market rotation. Cramer highlighted the recent decline in the stock as an opportunity, as he remarked: I like AMD on this dip. I know it’s not much of a dip really, […]
Invesco’s Fiona Lim says the AI-fueled semiconductor surge is shifting from a broad, momentum-driven rally to a tougher phase where stock picking and profitability will separate winners from laggards. Speaking on Bloomberg’s Insight with Haslinda Amin on July 3, Lim, who manages Asia ex-Japan equities, warned that the easy gains are likely behind investors: “The ... Top Invesco Analyst: The AI Trade That “Lifted All Boats” Is Over. Now Profitability Decides Winners As “Capacity Will Catch Up”
AMD's data center momentum is strong, but stretched valuation, competition, gaming weakness and margin pressure cloud near-term upside.
Advanced Micro Devices (NASDAQ:AMD) has become the semiconductor story of 2026. Shares are up 152.56% year-to-date, driven by an AI infrastructure buildout that keeps expanding faster than the market can price in. Our 24/7 Wall St. price target for AMD is $589.73, roughly 9.03% above where the stock trades today. Our model rates AMD a ... Up 140% YTD, Three Catalysts Will Take AMD to New Highs In 2026
ARM posts another quarter of solid revenue growth, with rising licensing activity and a growing royalty base reflecting sustained demand for its chip architecture.
Shares of Broadcom (NASDAQ:AVGO) have gone almost nowhere in 2026, up just 4.15% year to date (YTD) while the rest of the AI chip complex has ripped higher. The U.S. markets are closed Friday for the Independence Day holiday, giving investors a clean moment to review the scoreboard heading into the second half. Advanced Micro ... Broadcom Has Barely Moved in 2026. Should You Switch to AMD or Intel Now?
MU's memory pricing surge, AI-led demand and tighter supply fuel record profits, with margins projected to expand further in Q4.
MU still trades at a steep discount to the sector despite its 242.6% YTD rally, as AI memory demand, HBM strength and margins fuel growth.
Marvell Technology is prioritizing rapid AI infrastructure growth as interconnects, optics and custom silicon expand despite gross-margin pressure.
A number of stocks fell in the afternoon session after the semiconductor sector pulled back amid fears that AI-driven chip demand may be cooling.
Software used to be the safe bet in artificial intelligence. Buy the companies writing the code, sit back, and let subscription revenue do the work. That trade has come undone. While the iShares Expanded Tech-Software Sector ETF sits about 20% below its record high, the chipmakers building the AI ...
On June 30, Jim Cramer told Mad Money viewers his favorite stock is a company most people wrote off two years ago. “Intel, currently my favorite stock. CEO Lip-Bu Tan has turned this company around,” he said. He dismissed the mega-cap AI hyperscalers in favor of the chipmaker they all now depend on. The pick ... Jim Cramer Just Named His Favorite Stock, and It’s the Comeback Nobody Saw Coming
Investors have priced a ton of expectations into the stocks of Intel and AMD.
Intel (NASDAQ:INTC) shares are down 6% to $119.83 at midday Thursday, leading a sharp pullback across chip names. Advanced Micro Devices (NASDAQ:AMD) stock is off 5% to $511.67, and the iShares Semiconductor ETF (NASDAQ:SOXX) is down 6% to $561.49. The moves are notable because the news flow into Thursday was constructive. Intel just picked up ... Intel Sinks 6% Even as HSBC Sees 60% Upside, AMD Slides 5% as Chip Stocks Pull Back
The stocks listed here are all heavily involved with tech and have benefited from opportunities related to artificial intelligence.
Without choosing a single stock, you may have ended up with a concentrated position in one of the market's most stretched names.