Notícias

The first half of 2026 handed investors a split-screen market. The Dow rose roughly 8% in the first half of 2026, while the Nasdaq-100 gained about 26% in Q2, powered almost entirely by the AI infrastructure trade. The question now is which names have the fundamental firepower to keep compounding into the back half. Growth ... The Nasdaq Was Up 26% in the First Half of 2026 — These 3 AI Stocks Are Just Getting Started

Dom Rizzo runs T. Rowe Price’s Global Technology Fund, and the numbers he brings to the table force even skeptics to sit up. His fund has compounded at more than 40% a year over the past three and a half years, beating its benchmark by more than 500 basis points, largely on a fat overweight ... This 40%-a-Year Fund Manager Says Semis Are STILL the Place to Be After a 100% Run

For anyone holding AMD shares, the market is pricing a future that could either double the stock or cut it in half, and you are exposed to that entire potential swing.

Marvell Technology surges 154% in three months. However, can AI-driven growth offset its premium valuation and intense competition?

Our NVIDIA (NASDAQ:NVDA) 24/7 Wall St. price target for the next 12 months is $252.14, implying 27.62% upside from the current price of $197.58. NVIDIA has slipped hard in the recent AI-compute selloff, but the fundamentals under the hood have not cracked. Our recommendation is buy, with a high confidence level of 90%. Metric Value ... Price Prediction: Nvidia Could Hit $250 in 12 Months Despite AI Selloff

On CNBC’s Closing Bell Overtime the evening of June 30, 2026, a guest said the quiet part out loud about AI hardware: “the AI memory hardware food chain is still trading as if there’s no choice… there’s still reckonings to be had.” The bull case for the shovels in the AI gold rush rests on ... The ‘Michael Burry Bear Case’ for AI Chips Is Back, and This GPU Math Problem Won’t Go Away

Intel's AI PC, networking and foundry advances, plus rising earnings estimates and a lower valuation, are fueling its strong industry outperformance.

AMD, Lam Research and Cisco headline new analyst reports as AI demand, semiconductor spending and networking trends drive growth across featured stocks.

The world’s hottest stock index tumbled Thursday but the tech selloff abruptly reversed ahead of the U.S. open.

Boasting multiyear partnerships with Google, Disney and more, intellectual property licensing firm Adeia tests new buy zone.

Investing.com -- The Wednesday selloff in U.S. chip shares extended into Thursday’s premarket trading as lofty valuations and heavy AI spending by tech companies weigh on investor sentiment.

AMD increased Su’s base salary from $1.32 million to $1.38 million.

AMD introduced its Versal Premium Gen 2 adaptive SoCs, targeting high bandwidth AI, networking, and aerospace workloads. The new chips bring memory in package technology and expanded security features for data intensive and defense related use cases. Advanced Micro Devices (NasdaqGS:AMD) is extending its reach beyond core CPUs and GPUs with the Versal Premium Gen 2 launch, aimed at customers that need fast, secure data processing. The stock trades at $540.88, with the share price up 4.1%...

Meta's cloud plan sparked a sharp Wall Street sell-off in AI chip and infrastructure stocks as the entire landscape could be changing.

The stock market just wrapped up one of its strongest first halves in years. In the first six months of 2026, the Dow was up 8.9%, marking its best first half since 2021. The S&P 500 gained 9.6%, and the Nasdaq added 12.8%, while the Russell 2000 soared nearly 22% for its best first-half ...

AMD's AI-driven data center growth, Lam Research's chip equipment momentum and Cisco's AI demand headline today's top analyst reports.

Advanced Micro Devices (AMD) closed at $540.88 in the latest trading session, marking a -6.89% move from the prior day.

A report on Meta's AI compute plans sparked broad selling across chipmakers and AI infrastructure companies

Investors fear new competition in AI compute.

UBS sees massive upside for AMD as agentic AI sparks the next wave of data-center growth.

Or he genuinely thought Marvell, a company with a market capitalization of around $200 billion at the time and one that Nvidia is invested in, would beat AMD to join the exclusive club. AMD stock gained 7.7% on Tuesday to close at an all-time high of $580.91 with a market capitalization of $947 billion. AMD stock was down 5.5% to $548.90, which brought AMD’s market value to $897.2 billion.

Nancy Pelosi’s husband is a venture capitalist who has been highly successful in the stock market for nearly four decades, and all his trades (attributed to Pelosi due to their marriage) have performed incredibly well for investors. Copying their portfolio would’ve let you trounce the broader market’s gains again and again. But what if I ... Up 72%, This Millionaire Congresswoman Is Breathing Down Nancy Pelosi’s Neck With AI Stock Picks

I keep hitting the buy button on Advanced Micro Devices (NASDAQ:AMD) because every quarter Lisa Su gives me a fresh reason to do it again. This is a position I am compounding into, because what she is building inside that data center segment is the kind of structural shift that only shows up in a ... Wall Street Keeps Hiking Its Price Targets on This AI Powerhouse

Advanced Micro Devices, Inc. (AMD) closed the month of June at $580.91, up 7.68% in the last session, and hit a new 52-week high of $584, giving the company a market cap approaching $950 billion. The stock is up 171.25% year-to-date and 309.38% over the past year, according to Yahoo Finance. What I ...

Advanced Micro Devices (NASDAQ: AMD) and Marvell Technology (NASDAQ: MRVL) both just reported quarters that put AI infrastructure at the center of their stories. AMD posted $10.25 billion in Q1 revenue powered by Instinct GPUs and EPYC servers. Marvell pulled $2.418 billion with custom AI silicon and high-speed optics. Same end market. Very different bets. ... Advanced Micro Devices vs Marvell Technology: The Better AI Chip Maker

Intel (NASDAQ:INTC) stock is under heavy pressure today, falling 7% as semiconductor stocks retreat across the board. The weakness extends beyond Intel stock, with Advanced Micro Devices (NASDAQ:AMD) stock down 5% and Taiwan Semiconductor Manufacturing (NYSE:TSM) stock lower by 6%. The broad-based decline comes after Bank of America warned that bubble risk is beginning to ... Intel Drops 7%, AMD Slides 5%, Taiwan Semiconductor Falls 6% as BoA Flags “Bubble Risk”

Investing.com -- Chip stocks were hit hard Wednesday following a report from The Information that OpenAI engineers have unlocked software optimizations capable of slashing inference costs in half. These breakthrough efficiencies reportedly slashed the number of Nvidia GPUs required to support non-logged-in ChatGPT visitors, triggering immediate Wall Street anxieties over a potential slowdown in AI hardware demand.

The Pentagon just earmarked over $74 billion for drone dominance and counter drone technologies in the FY2027 budget request, and that is only one slice of the AI arms race AMD and NVIDIA are fighting over. While Wall Street obsesses over who wins the GPU throne, the real money in the next AI phase is ... AMD Is Up 150% This Year But Here Are 5 Overlooked Stocks Betting on What Comes Next

AMD's new Versal Premium Gen 2 MoP SoCs pack up to 32GB LPDDR5X memory, targeting compact AI, networking, defense and video systems.

Our Advanced Micro Devices (NASDAQ:AMD) call is straightforward: the 24/7 Wall St. price target for AMD is $586, modestly above today’s price of $539.49. That implies roughly 8.6% upside over the next 12 months, and our recommendation is buy. Confidence is high at 90%, supported by 80% bullish analyst consensus, an accelerating Data Center business, ... AMD Stock Price Prediction: Strong Analyst Consensus Lifts the Target