Notícias
Apenas manchetes de alto sinal - eventos macro, resultados, M&A, regulatório. Listicles e clickbait de analistas filtrados por padrão. Atualizado a cada hora.
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.
Samsung Electronics Co Ltd (ADR) (LSE:BC94) is attracting growing interest from prospective customers seeking advanced semiconductor manufacturing capacity as demand for leading-edge chips continues to outstrip available supply at rival foundry operator Taiwan Semiconductor Manufacturing...
AMD's acquisition of MEXT has the potential to be a game changer for the company.
This ETF has a big chunk of its portfolio parked in Micron, AMD, Intel, and Nvidia.
Dell Technologies (NYSE:DELL) is supplying key infrastructure for the University of Cambridge’s new Zenith and Sunrise AI supercomputers. The partnership with Cambridge and AMD focuses on national-scale AI systems for scientific and research use. The platforms are intended to support projects in climate modeling, healthcare research, fusion energy, and materials science. Dell Technologies is best known for its PCs, servers, and enterprise storage, and the Cambridge projects spotlight a...
The AI chip company’s stock has fallen from its post-IPO highs and is about to report quarterly results. SpaceX investors should take notice.
They haven't peaked yet.
Earlier this month, Rackspace Technology announced a phased agreement with AMD to deploy 30 MW of AMD AI compute across its global data centers through 2028, while approving a workforce realignment that will cut about 15% of its global staff and incur an estimated US$14.00 million to US$19.00 million in one-time charges during 2026. The company plans to redirect much of the expected US$75.00 million to US$85.00 million in annualized cost savings toward building governed enterprise AI...
President Donald Trump said in a Truth Social post on Thursday that Apple had agreed to work with Intel to design and build its chips in the United States. Intel had reached a preliminary deal to make some chips for Apple, following discussions that went on for more than a year, the Wall Street Journal reported in May.
U.S. President Donald Trump said in a Truth Social post on Thursday that Apple has agreed to work with Intel to design and manufacture its chips in the United States. A partnership with Intel helps Apple diversify its manufacturing base as it seeks additional chip capacity. The iPhone maker relies heavily on TSMC, whose advanced production lines are in high demand from AI chipmakers such as Nvidia and AMD.
Rackspace Technology, Nebius Group, and Arm Holdings surged to 52-week highs amid growing Wall Street optimism and growth plans.
Rackspace Technology Inc. (NASDAQ:RXT) is one of the 10 Stocks Making Investors Richer. Rackspace Technology soared to a four-year high on Wednesday, extending a winning streak to a third consecutive day, as investors gobbled up shares after clinching a new 30 MW cloud computing deal with Advanced Micro Devices (AMD). In intra-day trading, Rackspace Technology […]
SpaceX's record-setting IPO has investors rushing into space stocks. From Rocket Lab to AST SpaceMobile, here's how to separate the durable winners from the hype in a fast-growing $1 trillion market.
The S&P 500 Index ($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...
RBC Capital said the partnership with AMD could help Rackspace gain market share across healthcare, financial services, energy, and government sectors.
Advanced Micro Devices, Inc. (NASDAQ:AMD) is one of the 10 Best Debt-Free American Stocks to Invest In. On June 11, 2026, BofA raised the firm’s price target on Advanced Micro Devices, Inc. (NASDAQ:AMD) to $560 from $500 and maintained a Buy rating on the shares. Following its analysis and recent industry discussions at the BofA […]
Bernstein’s calls highlight growing confidence in AI-driven server demand and next-generation CPU opportunities across the semiconductor sector.
Citi upgrades AMD stock to Buy, raises price target to $575, citing massive GPU sales potential at Meta and a booming agentic AI server CPU market worth over $137 billion.
Advanced Micro Devices, Inc. (NASDAQ:AMD) was among Jim Cramer’s stock calls on Mad Money, as he highlighted worthy space players and reviewed several of this year’s IPOs. A caller inquired if they should buy the stock at $500 a share, and Cramer replied: Look, I like AMD too. I’m partial to NVIDIA, which has done […]
Research firm Bernstein raised its price targets on three chip stocks — AMD, Arm and Intel — citing a "CPU renaissance."
Explosive AI demand, accelerating financial results, and growing market share suggest AMD's next leg higher could still be ahead.
Broadcom's gross margin slips as semiconductor mix surges, but AI chip demand and 84% revenue growth keep momentum strong heading into the Q3 outlook.
Micron's narrative has shifted entirely to AI and cloud memory, but the silence on its once-touted data center SSD business reveals just how much the company's growth now depends on one explosive segment.
A viral post says a $1,499 AMD box could break Nvidia's AI empire. The flows show money already leaving Nvidia stock for AMD.