Notícias
Apenas manchetes de alto sinal - eventos macro, resultados, M&A, regulatório. Listicles e clickbait de analistas filtrados por padrão. Atualizado a cada hora.
Shares plunged Friday in Asia, led by heavy losses in Japan and South Korea as traders sold to lock in gains from recent rallies in stocks related to artificial intelligence. U.S. futures also declined, while oil prices fell. Tokyo’s Nikkei 225 index shed 4.5% to 69,127.10 and the Kospi in Seoul plunged 6.8% to 8,323.52.
Memory stocks just went from cyclical chip plays to AI-era essentials, and Bank of America’s Vivek Arya thinks the market is still pricing them like the old version. Speaking on CNBC the morning after Micron Technology (NASDAQ:MU) reported, BofA’s senior semiconductor analyst argued that “what we are witnessing is what I would call a structural ... BofA Says Micron Is Trading Under 10x Earnings and Wall Street Is Completely Missing the Story
Investing.com -- Goldman Sachs initiated coverage of Intel with a Neutral rating and a 12-month price target of $150, acknowledging clear tailwinds in server CPUs and foundry optionality but arguing that the stock's recent run has already priced in much of the upside.
Broadcom (AVGO) just got a new validation point in the artificial intelligence chip race: OpenAI’s first custom chip, Jalapeño, unveiled on June 24. The chip was designed with Broadcom and built for inference, the computing process that allows products such as ChatGPT to respond to user requests. ...
Shares of chipmakers surged late on Wednesday, adding over $400 billion in market value after strong forecasts from Micron Technology and Qualcomm breathed fresh life into Wall Street's recently waning AI stock rally. Micron surged 12% in extended trade after forecasting quarterly earnings above analysts' estimates, signaling that heavy investments in AI-related infrastructure will drive strong demand for its memory chips. Also after the bell, Qualcomm said it expects $15 billion in sales from its data center business by 2029 as it moves beyond its core smartphone chip business and shifts its focus to AI.
Broader tech sell-off continued on Wednesday as investors awaited Micron earnings to judge the demand for AI and memory chips.
Advanced Micro Devices (AMD) stock closed at $519.85 on June 23, down 5.76%. The stock was caught in the tech sector sell-off, as reported by Yahoo Finance. This drop is probably just a small hiccup, given how the stock has performed over the longer time frame and the bullish analyst consensus. The ...
The chip, called Jalapeño, was built to improve efficiency and lower costs, advancing OpenAI’s strategy to build out a full stack behind its models and products.
Investing.com -- Broadcom (NASDAQ:AVGO) shares jumped 3.4% Wednesday morning following the unveiling of "Jalapeño," a custom AI chip developed in partnership with OpenAI. Billed as OpenAI’s first "Intelligence Processor," the custom accelerator was designed specifically for large language model (LLM) inference and moved from design to production in just nine months. The chip marks OpenAI’s official expansion into proprietary hardware as part of its full-stack infrastructure strategy. Built from
Technology companies are spending big to incorporate artificial intelligence into their businesses and to build huge data centers. Investors who had jumped on the bandwagon appear to be having second thoughts. Just four companies — Alphabet, Amazon, Meta Platforms and Microsoft — plan to spend up to $720 billion this year, primarily on AI data centers.
Its share price has plunged about 21% since second-quarter earnings were released on June 3.
I keep clicking buy on Broadcom (NASDAQ:AVGO) because the math is too good to walk away from, even with a $39 trillion national debt clock ticking and new Fed Chairman Kevin Warsh signaling that borrowing costs are not coming back down on anyone’s preferred schedule. My friends ask why I am adding to the same ... The Market Is Panicking on Broadcom. This Is Why I Keep Buying The Stock
Micron Technology said on Monday it has signed an agreement with Anthropic that includes supply of memory and storage products, and a strategic investment in the IPO-bound AI company's latest funding round. AI developers are racing to secure critical components for increasingly expensive data-center buildouts, while memory makers look to tap into the soaring demand for high-bandwidth memory and storage used in training and running advanced AI models. "Our compute strategy depends on getting every layer of the stack right, and memory and storage are central to how efficiently we can train and serve Claude," said Tom Brown, Anthropic's co-founder and chief compute officer.
The market has gotten a bit irrational with Broadcom's stock.
Somewhere in the past few weeks, a supply chain rumor got out that a chip program Broadcom has been working on with Google might be running late. Nobody confirmed it. No contract was lost, no customer pulled back, no earnings were restated. Just a rumor, and yet Broadcom's stock shed nearly 7% in ...
The S&P 500 Index ($SPX ) (SPY ) on Thursday closed up +1.08%, the Dow Jones Industrial Average ($DOWI ) (DIA ) closed up +0.14%, and the Nasdaq 100 Index ($IUXX ) (QQQ ) closed up +2.48%. September E-mini S&P futures (ESU26 ) rose +1.15%, and September E-mini Nasdaq futures...
Investing.com -- Shares of U.S. semiconductor companies climbed in premarket trading Thursday after President Trump said Apple has agreed to work with Intel to design and manufacture its chips domestically.
The S&P 500 Index ($SPX ) (SPY ) on Wednesday closed down -1.21%, the Dow Jones Industrial Average ($DOWI ) (DIA ) closed down -0.98%, and the Nasdaq 100 Index ($IUXX ) (QQQ ) closed down -0.99%. June E-mini S&P futures (ESM26 ) fell -1.19%, and June E-mini Nasdaq futures...
US stocks (^DJI, ^IXIC, ^GSPC) ended Wednesday's session in negative territory after Federal Reserve officials unanimously voted to hold interest rates at their June FOMC meeting today, while also forecasting at least one possible rate hike ahead. Yahoo Finance Markets and Data Editor Jared Blikre breaks down the trading day's market reactions to the Fed's big decision. This was Kevin Warsh's first FOMC meeting he presided over as the new chairman of the Fed.
Stocks slide as interest rates remain the same and Fed Chair Kevin Warsh starts writing a shorter song for the biggest central bank in the world.
(Bloomberg) -- It was 180 degrees off the hot trade on Wall Street. Most Read from BloombergRead the 14-Point Draft Memorandum Between the US and IranModi Warns of ‘Shortage of Trust’ Ahead of Trump MeetingIran’s Deputy Foreign Minister Confirms Deal Reached With USNetanyahu Pays a Political Price for Trump’s Iran DealUS Set to Offer Iran Broad Financial Gains in Peace DealSnub Nvidia Corp., the soaring king of artificial intelligence chips. Embrace Adobe Inc., a sinking casualty of AI disruptio