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Apenas manchetes de alto sinal - eventos macro, resultados, M&A, regulatório. Listicles e clickbait de analistas filtrados por padrão. Atualizado a cada hora.

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Rackspace Shares Jump 30% After Securing AMD-Powered AI Infrastructure Agreement (RXT)
InvestorsHub68d agobullish
Rackspace Shares Jump 30% After Securing AMD-Powered AI Infrastructure Agreement (RXT)

Major AI Compute Partnership Boosts Rackspace StockRackspace Technology (NASDAQ:RXT) shares surged 30% on Tuesday after the company announced a definitive agreement with AMD (NASDAQ:AMD) to deploy 30 megawatts of AI computing infrastructure powered by AMD technology. The deal formalizes the Memorandum of Understanding the two companies unveiled on May 7, 2026, and establishes AMD as a key strategic technology partner within Rackspace’s managed artificial intelligence platform.

Chip stocks jump as Strait of Hormuz reopens
TheStreet68d agobullish
Chip stocks jump as Strait of Hormuz reopens

Memory and storage chip companies surged on Monday, June 15, after the United States and Iran announced a peace agreement that will reopen the Strait of Hormuz. The rally didn't come about because the AI trade suddenly changed; it came about because the single biggest threat to it just got removed. ...

Intel gets a $170 billion AI reason to matter again
TheStreet68d agoneutral
Intel gets a $170 billion AI reason to matter again

For much of the artificial intelligence boom, investors have heard one simple story. Graphics processing units were at the center of it all. That thesis made Nvidia (NVDA) a must-have in the stock market. It also drove investors to Advanced Micro Devices (AMD), Broadcom (AVGO), Marvell Technology ...

AMD’s MEXT Deal And Ryzen AI Halo Sharpen AI Valuation Debate
Simply Wall St.69d agoneutral
AMD’s MEXT Deal And Ryzen AI Halo Sharpen AI Valuation Debate

AMD (NasdaqGS:AMD) agrees to acquire MEXT, adding memory optimization software aimed at improving AI data center efficiency. The company also introduces the Ryzen AI Halo developer platform, focused on running large AI models locally on high-performance hardware. These announcements highlight AMD's push to compete more directly with Nvidia in large-scale AI model deployment and infrastructure. For investors watching AI infrastructure, these moves help clarify where AMD (NasdaqGS:AMD) is...

Chip stocks surge, oil slides closer to $80 on US-Iran deal, Fox to acquire Roku
Yahoo Finance Video69d agobullishVIDEO
Chip stocks surge, oil slides closer to $80 on US-Iran deal, Fox to acquire Roku

Yahoo Finance Senior Reporter Brooke DiPalma comes on Market Domination to further discuss today's biggest headlines, including memory chip stocks like Micron Technology (MU) surging as Wall Street leans more bullish on the AI trade, oil prices (CL=F, BZ=F) moving closer to $80 per barrel on news of a US-Iran peace deal, and media giant Fox (FOX, FOXA) striking a deal to acquire Roku (ROKU) for $22 billion.

AMD vs Intel: Both Are Positioned for AI Data Center Growth But There Will Be Only One Winner
24/7 Wall St.69d agoneutral
AMD vs Intel: Both Are Positioned for AI Data Center Growth But There Will Be Only One Winner

Advanced Micro Devices (NASDAQ:AMD) and Intel (NASDAQ:INTC) both reported Q1 2026 results that reframe how investors should think about the AI compute race. AMD posted a clean acceleration story powered by its Instinct and EPYC franchises. Intel delivered a noisy but improving turnaround quarter under CEO Lip-Bu Tan, with foundry traction and a surprise non-GAAP ... AMD vs Intel: Both Are Positioned for AI Data Center Growth But There Will Be Only One Winner

AMD (AMD) Stock Valuation Check After Powerful One Year Return And AI Growth Hopes
Simply Wall St.69d agoneutral
AMD (AMD) Stock Valuation Check After Powerful One Year Return And AI Growth Hopes

Advanced Micro Devices (AMD) stock has attracted fresh attention after recent trading performance, with the share price last closing at $511.57. Readers are watching how this valuation aligns with the company’s current earnings profile and growth metrics. See our latest analysis for Advanced Micro Devices. Recent trading has added to a period of strong momentum, with a 20.62% 1 month share price return and a 128.92% year to date share price return. This has been accompanied by a very large 1...