Notícias

For three years, the AI rally left Qualcomm behind.

Investing.com - U.S. stock index futures were mixed on Thursday as investors weighed escalating tensions between the United States and Iran against a continued rebound in semiconductor shares.

The multiyear agreement will support more U.S.-based chip production.

Micron (MU) just posted the best quarter in company history last month. The stock has fallen anyway.

US equity markets were mostly pointing higher before the opening bell Thursday as traders weighed ri

Ultra Clean Holdings (NasdaqGS:UCTT) appointed Michael Keogh as Chief Financial Officer. Keogh brings experience from senior roles at Ford Motor Co., Apple, Intel, and Bright Machines. The appointment comes as Ultra Clean advances its UCT 3.0 strategy in the AI focused semiconductor market. Ultra Clean Holdings enters this leadership change with the stock at $100.91 and performance that has drawn attention, including a return of 269.4% year to date and 309.9% over the past year. The share...

Apple inks $30 billion Broadcom deal, Fed meeting minutes show policymakers’ split, the cease-fire is over, and more news to start your day.

(Bloomberg) -- Nigerian equities have overtaken South Korea’s to hand investors the highest dollar-based returns this year, as souring sentiment on artificial-intelligence stocks pushes the Asian nation’s world-beating rally into bear territory. Most Read from BloombergMicrosoft’s Xbox to Shift Obsidian Studio to New ‘Fallout’ Video GameNvidia’s $1 Trillion Slide Sends Valuation to Pre-AI Boom LevelsTrump Vents Anger With Iran and Warns Ceasefire May Be ‘Over’US Military Launches Strikes on Iran

The AI trade mounts a comeback as investors get over the worst of their fears about a flare-up in tensions between the U.S. and Iran.

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.

The Magnificent Seven would become more AI-centric in this changeout.

India has scrapped import duties ‌on some parts used to make ‌mobile phones and other electronic devices, removing the ​current 7.5% and 5% levies, in a move that could help companies like Apple and Xiaomi. Here are more details: • Items ‌include key ⁠parts for producing wireless charging modules for mobile phones, displays for ⁠medical devices and automobiles, and lithium-ion cells. The exemption will be valid until ​March 31, ​2029.

The agreement aims to manufacture more than 15 billion chips in the US and create hundreds of jobs.

Ahead of the Q2 earnings season, tech market trends are shifting.

Luxshare Precision Industry saw a tepid debut as investors turned cautious amid heightened market volatility.

Investors cheered news of a multibillion-dollar deal with a tech titan.

Broadcom stock got a new Apple-backed catalyst just as Wall Street was questioning how much good news was already priced in. TheStreet previously reported that Broadcom extended its Apple chip supply agreement through 2031, locking in a key supplier relationship for multiple generations of Apple ...

(Bloomberg) -- Apple Inc. supplier Luxshare Precision Industry Co. fell in Hong Kong trading debut on Thursday after raising HK$24.3 billion ($3.1 billion) in the city’s biggest listing this year so far. Most Read from BloombergMicrosoft’s Xbox to Shift Obsidian Studio to New ‘Fallout’ Video GameTrump Vents Anger With Iran and Warns Ceasefire May Be ‘Over’Nvidia’s $1 Trillion Slide Sends Valuation to Pre-AI Boom LevelsGreece Offers Bounty to Catch Ravenous Fish Lured by Warming SeaStocks Fall as

Shares of fabless chip and software maker Broadcom (NASDAQ:AVGO) jumped 5.2% in the afternoon session after the company confirmed an expanded, multi-year partnership with Apple exceeding $30 billion for custom silicon components and wireless technologies.

Artificial intelligence has become the world’s newest gold rush, with countries racing to stake their claim before someone else strikes it rich. "America is the country that started the AI race," President Donald Trump said at an AI summit in...

Apple (NasdaqGS:AAPL) has agreed a multi year US chip manufacturing and co development deal with Broadcom valued at more than US$30b. The agreement runs through 2031 and covers the production of over 15b custom chips for Apple products in the US. Broadcom plans a US$1.5b expansion of its Fort Collins, Colorado facilities to support the work. Apple, best known for its iPhone, Mac, and wearables ecosystem, is deepening its role in chip design and sourcing at a time when hardware and AI...

President Donald Trump said a ceasefire with Iran may be over, and "it will get much worse" if Iran continues to bomb ships.

(Updates with market moves at the end of the day and latest developments.) The Dow Jones Industri

The S&P 500 of South Korea slipped into "bear market" territory while you were sleeping, but silicon hope sprang again in the US.

Yahoo Finance's Josh Lipton takes a closer look at some of Wednesday's trending tickers and stories, including Nvidia's (NVDA) relative stock price; Broadcom's (AVGO) and Apple's (AAPL) AI chip deal; and travel-related stocks like Carnival (CCL), United (UAL), and Delta (DAL).

Yahoo Finance's Josh Lipton takes a closer look at some of Wednesday's trending tickers and stories, including Nvidia's (NVDA) relative stock price; Broadcom's (AVGO) and Apple's (AAPL) AI chip deal; and travel-related stocks like Carnival (CCL), United (UAL), and Delta (DAL).

<body><p>STORY: ::Apple is spending $30 billion in Broadcom chips deal</p><p>::Stephen Nellis/Technology Correspondent</p><p>::July 8, 2026</p><p>"Apple and Broadcom on Wednesday announced a $30 billion deal that runs through 2031 for Broadcom to supply chips to Apple. Now, this isn't a completely new relationship between Apple, the maker of the iPhone and the iPad, and Broadcom, one of its longtime suppliers. In 2023, the two companies said that they had a multibillion, multiyear deal to supply chips from a factory in Fort Collins, Colorado to Apple. But what this is a major expansion of that partnership. So Apple will be getting 15 billion chips from that factory in Colorado, and Broadcom is saying that it will spend $1.5 billion to expand and modernize its manufacturing capacity there. For Apple, this is part of a broader push in the last few years to source more of the critical components in its iPhones and other products from the United States. Now, this has been a big focus of U.S. President Donald Trump, who really wants to see Apple make an iPhone in the United States. Well, that's probably not possible in the short term, according to most analysts. What is possible is sourcing more and more of the critical pieces inside the devices from the United States, regardless of where they're assembled. And that's a big part of what this represents for the deal between Apple and Broadcom announced on Wednesday."</p><p>Broadcom shares rose more than 4%, while Apple shares were down marginally.</p><p>Apple said on Wednesday the deal, which was struck earlier this week and runs through 2031, covers FBAR filters - or radio-frequency chips used for wireless connectivity in its devices - that it had been developing with Broadcom since at least 2023.</p></body>

New foldable design debuts at July Unpacked event

Tech stocks were higher late Wednesday afternoon, with the State Street Technology Select Sector SPD

Apple Inc. regained the No. 2 position in China’s smartphone market during the 2026 618 shopping festival after offering steep discounts on its latest iPhone lineup. However, analysts said the gains came at the cost of pricing, and sales still...