Notícias

Melius Research’s head of tech research, Ben Reitzes, told CNBC to lean into chip-stock weakness and stay clear of the cloud giants paying for the buildout. “I’m telling them to buy on the dip. These have been opportunities in the past, and we just don’t really see any change,” Reitzes said. His list of buys ... Melius Research: “Buy the chip dip, skip hyperscalers” until AI payoff becomes clear

We just covered Leopold Aschenbrenner’s Situational Awareness Reveals Its 10 Under-The-Radar AI Stock Picks. Riot Platforms (NASDAQ:RIOT) ranks #4 (see Situational Awareness Top 5 Under-The-Radar AI Stock Picks). Situational Awareness Stake Value: $142,166,413 Situational Awareness is apparently a fan of former Bitcoin players transitioning into AI and data centers. Riot Platforms (NASDAQ:RIOT) is one such name, […]

BlackBerry stock soars after reporting earnings as investors view the company known for obsolete cellphones as an AI play.

Wall Street could still be underestimating Nvidia and overestimating AMD.

Nvidia CEO Jensen Huang recently said Marvell could become the next trillion-dollar artificial intelligence (AI) chip stock.

AMD Gets a Wall Street Boost as UBS Lifts Price Target to $670

NVIDIA (NASDAQ:NVDA) and Advanced Micro Devices (NASDAQ:AMD) both posted earnings confirming AI infrastructure dominates semis. NVIDIA reported a $75.246 billion Data Center quarter. AMD reported $5.775 billion. The scale gap is one part of the picture. The software lock-in is the more durable factor. CUDA Carries NVIDIA. MI450 Carries AMD’s Hopes. NVIDIA’s Q1 FY2027 revenue ... The Real Reason Nvidia Holds an Unshakable Monopoly Over AMD Has Nothing to Do with Raw Computing Power

While investors fixate on NVIDIA's dizzying growth rate, a far more telling number lies in its supply commitments, revealing a concrete plan to meet demand that skeptics think is unsustainable.

Qualcomm (QCOM) CFO and COO Akash Palkhiwala joins Yahoo Finance Tech Editor Dan Howley to discuss the AI chipmaker's announced acquisition of AI software infrastructure startup Modular.

Nvidia faces a stronger challenge from the law of large numbers.

The chip stocks inside this popular ETF are sending a clear signal about their future, and it's worth listening to.

QCOM's expanded Hugging Face partnership aims to speed open AI deployment across devices and cloud, from Snapdragon platforms to Dragonfly data centers.

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.

NVIDIA’s (NASDAQ:NVDA) setup heading into the back half of 2026 mirrors what drove the stock higher in 2025: revenue accelerating, margins holding, and hyperscaler demand outrunning supply. The pullback has reset expectations, and our model suggests the market is underpricing the next 12 months. Our 24/7 Wall St. price target for Nvidia is $251.55, implying ... Nvidia Price Prediction: The Forecast Climbs Again. Here’s Where the AI Leader Heads Next

AMD's HPC gains, surging data center revenues and AI infrastructure wins bolster its growth outlook, even as NVIDIA and Broadcom intensify competition.

Micron stock was surging as the company delivered reassurance the memory-chip boom can last for longer than expected.

Micron's blowout earnings lifted the entire semiconductor complex on Thursday.

Global markets are beginning to question assumptions that investors have largely accepted without challenge for the past two years. Throughout the AI-driven rally, markets rewarded almost every announcement tied to artificial intelligence.

US equity futures were higher pre-bell Thursday as oil prices fell to their lowest since the start o

MU's Q3 earnings crushed estimates as AI-driven memory demand, HBM shortages and strong guidance point to continued momentum.

Micron stock was surging as the company delivered reassurance the memory-chip boom can last for longer than expected.

The red-hot stocks have seen their valuations soar in 2026.

Advanced Micro Devices, Inc. (NASDAQ:AMD) is one of the Most Promising AI Stocks to Buy and Hold for the Next 2 Years. On June 16, it was announced that Advanced Micro Devices, Inc. (NASDAQ:AMD) and Rackspace Technology signed a definitive agreement. This is for the deployment of an initial 30 MW footprint dedicated to AMD-based […]

Nvidia has built an AI empire.

Advanced Micro Devices, Inc. (NASDAQ:AMD) is one of the 10 Best AI Chip Stocks to Buy for the Long Term. The stock posted an impressive 275.53% growth in the past year, while it registered a 132.63 % year-to-date increase. On June 24, the company reported that it was named by research and advisory firm Gartner […]

It's not much of a contest.

Micron’s upbeat Q3 report and Qualcomm's ambitious AI chip sales target boosted the sentiment across the semiconductor segment.

The recent rout knocked down both AI-chip leaders -- but only one looks like the better value now.

Micron blew past expectations for third-quarter revenue and profit on Wednesday.

Qualcomm doubles its non-handset revenue outlook for fiscal 2029.