Notícias

High levels of optimism about a company's future can lead to risky valuations in the present.

Investing.com - Micron Technology Inc (NASDAQ:MU) delivered the strongest quarterly results in its history after Wednesday's close, posting fiscal third-quarter 2026 revenue of $41.46 billion against a Wall Street consensus of $35.69 billion, a 16.2% beat, and earnings per share of $25.11 versus the $20.49 estimate, a 22.6% upside surprise. The print sent Micron shares up roughly 12.6% in extended trade to around $1,180.97, recovering from a regular-session close of $1,047.20.

The chipmaker looks expensive on today's numbers, but the honest question is what you are paying for the earnings of tomorrow.

Arm Holdings (NASDAQ:ARM) and Advanced Micro Devices (NASDAQ:AMD) both reported earnings within 24 hours of each other in early May. Arm sells the blueprints. AMD ships the silicon. With agentic AI workloads pulling every hyperscaler toward custom CPUs and GPU racks, the two are quietly fighting over the same data center socket, just from opposite ... Arm Holdings vs Advanced Micro Devices: One Winner of The AI Data Center Showdown

MEXT bridges the gap between low-cost flash memory and expensive DRAM, helping data centers improve their efficiency as a result.

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 ...

AMD Steady, Nvidia Higher: Semis Try to Shake Off Selloff Ahead of Micron

If you are wondering whether Advanced Micro Devices stock still offers value after its strong run, a useful starting point is understanding how its current price compares with different valuation measures. At a last close of US$519.85, Advanced Micro Devices has recorded returns of 2.5% over the past 7 days, 11.2% over the past 30 days, 132.6% year to date, 275.5% over 1 year and 480.7% over 5 years. These figures naturally raise questions about how much potential upside or downside is...

Investing.com -- Cerebras Systems CEO Andrew Feldman said Wednesday that investors "misunderstood" the artificial intelligence chipmaker's margin guidance after shares fell more than 17% following the company's first earnings report since going public.

UBS sees rising demand for CPU racks.

Investing.com -- UBS raised price targets on two chip stocks in a note on Wednesday, identifying both as key beneficiaries of accelerating demand for standalone CPU deployments in agentic AI infrastructure, while pushing back against what it sees as overly aggressive market size expectations.

OpenAI is testing Jalapeno chips as Broadcom expects data center deployment later this year.

AMD Gets a Huge UBS Boost as CPU Rack Demand Heats Up

Four straight down sessions have erased more than $900 billion in equity value, with the proximate cause tracing to Seoul. The Kospi fell nearly 10% in its worst session in years, and SK Hynix and Samsung both plunging more than 12% the day after SK Hynix overtook Samsung as Korea’s most valuable company. Layered on ... $900 Billion Just Vanished as Korean Chip Stocks Crater, but the Squawk Crew Isn’t Sold on an AI Breakdown

INTC is gaining traction in sovereign AI as TPIsoftware adopts Xeon 6 and Arc Pro B60, opening more AI infrastructure exposure across Asia-Pacific.

CNBC’s Dominic Chu opened Tuesday’s market coverage with a familiar tape pattern that has not shown up much in 2026. “The tech sell-off that began Monday building momentum this morning after memory chip related shares tanked on Asian markets overnight,” Chu told viewers, and damage in U.S. premarket concentrated exactly where expected. The NASDAQ-100 proxy ... The NASDAQ Dropped 3% as Micron, Intel, and AMD Tumble, but One Tech Name Is Bucking the Trend

Artificial intelligence is reshaping the semiconductor industry in ways few investors anticipated just a few years ago. The early winners were obvious: Nvidia (NASDAQ:NVDA) dominated AI accelerators, while memory makers like Micron Technology (NASDAQ:MU) are benefiting from soaring demand for high-bandwidth memory. Now the battle is shifting toward a less glamorous but equally important component ... Masayoshi Son Says Arm Holdings Could Be Worth $4 Trillion. Should You Believe Him?

Arm Holdings stock is dropping once more, but that isn’t stopping analysts from hiking price targets.

After a powerful run, the chipmaker is asking investors to look past today's handset troubles toward a future in AI-powered cars and data centers.

Investing.com -- BlackBerry received a bullish endorsement from Stifel, which initiated coverage of the software company with a Buy rating and a $12 price target, arguing that investors continue to undervalue its position as a key infrastructure provider for the emerging physical AI market.

Despite the stock's significant appreciation, the most compelling upside lies not in near-term earnings but in the long-term visibility the company is building today.

Shares of Advanced Micro Devices (NASDAQ:AMD) traded near $521 midmorning Wednesday, roughly flat on the session after a prior close near $520. The quiet tape masks a loud catalyst: UBS just supersized its price target on AMD stock to $670 from $455, one of the more aggressive upward revisions on the Street this month. The ... Wall Street Just Supersized Its Price Target on AMD. Is the Stock Still Too Cheap?

The artificial intelligence boom has created winners across the semiconductor industry, but few areas have benefited more recently than memory chips. Every AI server needs vast amounts of high-bandwidth memory (HBM) and DRAM to feed increasingly powerful processors from Nvidia (NASDAQ:NVDA), Advanced Micro Devices (NASDAQ:AMD), and others. Without memory, even the fastest AI chip becomes ... Time to Dump Micron? SK hynix to Begin Trading on Nasdaq July 10

NVIDIA Corporation (NASDAQ:NVDA) is one of the 15 AI Stocks Analysts Are Watching: Microsoft, Nvidia, and More. On June 23, Bernstein reiterates Nvidia and Broadcom as outperform Bernstein says both stocks are a must-own. Own both NVDA and AVGO. We get the desire to play the bottlenecks instead, but they won’t ultimately work if these […]

MRVL's AI networking push gains steam as interconnect growth tops 70%, optics scale and Golden Cable expand next-generation data center connectivity.

Full-year gross margin guidance of 38% to 41% falls short of Nvidia and AMD

(Updates with economic data, recent oil price movement, world markets' overview and corporate stock

AI stocks mount a comeback after getting hammered the previous session on worries about leverage in the market and higher rates.

Cerebras shares tumbled about 14% before the bell on Wednesday after the chip designer warned that annual profit margins ‌would undershoot first-quarter figures in its debut earnings following a ‌blockbuster initial public offering. Cerebras forecast adjusted gross margins of 38% to 41% for 2026, compared with the 47% it reported ‌for the first quarter. The ⁠projection is far below those of rivals such as Nvidia's mid-70% range and Advanced Micro Devices' mid-50%, even as it ⁠came above analysts' estimates of 29.58%.

Nvidia's net income margin reached 72% last quarter, while AMD reported 14%, highlighting a stark difference in recent profitability.