Notícias
Apenas manchetes de alto sinal - eventos macro, resultados, M&A, regulatório. Listicles e clickbait de analistas filtrados por padrão. Atualizado a cada hora.
At $195.74, NVIDIA (NVDA) looks set up for roughly 51% of upside over the next three years under a conservative scenario. That is a move large enough to justify digging into where it comes from. Revenue compounding does the work, but the multiple takes a meaningful cut along the way. Here is the operational reality the math is built on.
The past six months have been a windfall for AMD’s shareholders. The company’s stock price has jumped 147%, hitting $530.48 per share. This was partly thanks to its solid quarterly results, and the performance may have investors wondering how to approach the situation.
Cristiano Amon walked into Qualcomm’s (NASDAQ:QCOM) Investor Day on June 24, 2026 with a number designed to be repeated. Over $15 billion in annual data center AI chip sales by fiscal 2029, up from $5 billion in 2027, alongside a $40 billion non-handset revenue target and adjusted EPS above $18 by that year. Qualcomm shares rose 13.3% ... Qualcomm Just Promised $15 Billion in AI Chip Sales, but There’s a Catch: The Chips Don’t Exist Yet
Advanced Micro Devices has been having its “It” moment of late. With the widespread interest in artificial intelligence, AMD, as the company is more commonly known, has been benefiting from the AI boom. With its stock trading near all-time highs, some investors are wondering if a stock split (a ...
MRVL nearly doubles Q1 fiscal 2027 operating cash flow to a record $638.8M, even as it completes major acquisitions and boosts investment spending.
Even if OpenAI delays its IPO, AMD stock should be fine.
In a note on Friday, Kindig argued that widespread shortages across high-bandwidth memory, conventional DRAM and NAND flash continue to give memory makers significant pricing power.
Shares of ON Semiconductor (NASDAQ:ON) are down 20% in early Friday trading, sliding to $95 after the chipmaker unveiled an all-stock acquisition of Synaptics (NASDAQ:SYNA). The drop erases a meaningful slice of ON stock’s recent rally. ON Semiconductor stock entered the session up 119% year to date (YTD), so today’s air pocket lands on a ... ON Semiconductor Tumbles 20%: Is It Dragging Down Semiconductor Names Like AMD and Intel?
Our Advanced Micro Devices (NASDAQ:AMD) call sits on a strong analyst tailwind and a stretched multiple. After a 148.68% year-to-date rally, the question is whether the next leg pays you to chase. Our model says yes, modestly. Our 24/7 Wall St. Price Target Says BUY With Room to Run Metric Value Current Price $532.57 24/7 ... Is AMD a Buy? The Forecast and the 80% Bullish Analyst Wall
The ARK Space Exploration & Innovation ETF (CBOE:ARKX) has become a popular parking spot for investors seeking space exposure without waiting for the SpaceX IPO. With Elon Musk’s rocket company reportedly headed toward a public listing at a valuation north of a trillion dollars, retail demand for a single ticker capturing the theme has surged. ARKX, with ... Forget Pouring Everything Into the SpaceX IPO. This Fund Spreads the Space Bet and Is Up 46% in a Year
AVGO's role in OpenAI's Jalapeno chip boosts its custom AI silicon roadmap, with deployment set for late 2026 and revenue visibility improving.
Memory stocks rarely produce 84% gross margins. Commodity DRAM is the business school case study for cyclical pain, where pricing power goes to die. So when Micron Technology (NASDAQ:MU) posted non-GAAP gross margins of 84.9% for its fiscal third quarter, the number stopped being a memory number and became a question about what kind of ... Micron Smashed Even the Bulls: Evercore Says This AI Rally Has the ‘Earnings Power’ to Last
June 26 (Reuters) - Futures tied to the tech-heavy Nasdaq led Wall Street losses on Friday, as chip stocks came under renewed pressure after a sharp rally in the previous session, while some megacap
Investing.com -- U.S. semiconductor stocks slipped in premarket trading on Friday, extending a global technology selloff after Apple raised prices on several of its products, fanning concerns that surging memory chip costs could dampen consumer electronics demand and cloud the outlook for the broader AI trade.
Goldman Sachs initiated coverage of Intel with a 'Neutral' rating and a 12-month price target of $150, according to Investing.com.
Advanced Micro Devices (NasdaqGS:AMD) has agreed to acquire MEXT, a company focused on AI driven memory optimization. The deal is aimed at addressing AI memory bottlenecks in data centers by integrating predictive memory technology into AMD’s platform. This move is positioned to broaden AMD’s data center capabilities and support enterprise AI infrastructure customers. For investors watching AMD’s push into data center and enterprise AI, the MEXT acquisition focuses on one of the less talked...
The Broadcom OpenAI partnership just shipped the Jalapeño chip, yet money is rotating to two other names even as analysts stay bullish.
Goldman Sachs Group Inc. (GS) initiated coverage of Intel Corp. (INTC) this week with a neutral rating and a $150 price target, based on TipRanks' report. That implies only about 12% upside, modest given the stock’s run over the past year. The bigger signal is who wrote it, not the number itself. ...
All four companies have different strengths.
Nvidia and AMD have been two of the best-performing stocks of the last decade and continue to look well-positioned for the next 10 years.