Notícias

While all eyes are on AMD's artificial intelligence boom, a cyclical slowdown in its often-overlooked Gaming division threatens to weigh on the high-flying stock.

(Updates with index moves and geopolitical developments from the first paragraph.) US equity inde

Chip stocks are leading a broad risk-on move at midday on Monday, June 15. Advanced Micro Devices (NASDAQ:AMD) stock is up 8% and just printed an intraday record near $558, pushing the company’s market value above $900 billion for the first time. NVIDIA (NASDAQ:NVDA) shares are climbing 4% to roughly $214, while Intel (NASDAQ:INTC) stock ... AMD Jumps 8% to a Record High, NVIDIA Climbs 4%, Intel Rises 3% in a Risk-On Chip Surge

Chip stocks rose broadly on Monday following an agreement to end the U.S.-Iran war. Big gainers included AMD and Micron.

AMD's Ryzen AI Halo developer platform is now available for $3,999, undercutting Nvidia's DGX Spark by $700 while offering support for running large AI models locally.

Chip, memory, and data storage stocks led the major indexes higher Monday, as the AI trade recovers from a recent pullback.

Marvell Technology Inc. CEO Matt Murphy says one of the most powerful things a leader can give another person is confidence, calling it the kind of support that can change the course of a life and career. Gifford's Confidence Helped...

Investing.com -- On Monday, analysts at Wolfe Research described management's tone on a pre-quiet period call with AMD as constructive, saying there is "substantial room for upside to consensus for both CY26 and 27" driven by incremental CPU strength and the potential for additional gigawatt-scale MI450 customers.

AI chip roadmap keeps analysts constructive despite valuation concerns.

Nvidia, Micron and AMD Gain as Markets Embrace U.S.-Iran Truce

A trillion-dollar market cap used to be a club reserved for software empires and one graphics chip company that surprised the world. Advanced Micro Devices (NASDAQ:AMD) now sits at $834 billion, which puts the question right in front of every long-term holder. Shares are up 129% year to date and 304% over the past year, ... Is AMD the Next $1 Trillion Chip Stock, or Just the Next AI Trap?

Broadcom's share of the chip market is about to explode.

Closely followed investor Cathie Wood bought more than $500 million U.S. of SpaceX (NASDAQ: $SPCX) stock on the day...

MXL's Panther storage accelerator gains Tier 1 design wins, delivers major efficiency gains and targets revenues to at least double in 2026 vs. 2025.

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

Earlier this month, AMD announced plans to invest up to £2.00 billion in the UK over five years, alongside new AI supercomputing collaborations with Dell Technologies, the University of Cambridge and Oriole Networks that expand national research and AI infrastructure. By anchoring cutting-edge systems like the Zenith and Sunrise AI supercomputers and backing photonic-networked inference research, AMD is embedding its GPUs and CPUs at the core of the UK’s long-term AI and high‑performance...

A Redditor shared the kind of story that makes everyone reach for the calculator. A friend put roughly $1 million into Direxion Daily Semiconductor Bull 3X Shares (NYSEARCA:SOXL), watched the position bleed down to about $200,000 during the 2025 tariff-war selloff, refused to sell, and then cashed out near $7.5 million when the AI chip ... He Watched His $1M ETF Investment Crash to $200k. Then He Cashed Out at $7.5 Million

The benchmark US stock measures were pointing higher before the opening bell Monday as the US and Ir

Aymer AI has revealed a strategic initiative to develop a 90-acre powered land bank in Texas, targeting next-generation AI and high-performance computing infrastructure. Dubbed Project Macedonia, the venture aims to provide up to 100 megawatts of power capacity through a mix of grid and behind-the-meter energy solutions, enhancing reliability and deployment speed for hyperscale and enterprise clients. The site offers advantageous access to energy infrastructure and major fiber routes,...

Austrian circuit board manufacturer AT&S has announced it is investing ‌up to €2 billion ($2.3 billion) in Malaysia to ‌capitalise on the AI boom, sending its shares soaring nearly 30%. "We ​will fully expand our site in Kulim," the company's CEO Michael Mertin told Reuters in an interview on Monday. The company announced on Saturday it would expand capacity ‌in Kulim and ⁠raised its outlook for 2026/27, citing agreements with its customer AMD, the U.S. chipmaker, ⁠and another technology company on the back of strong demand for AI infrastructure.

Nvidia Corporation (NASDAQ:NVDA) is one of the 10 Stocks That Can Still Skyrocket On The Neo Cloud Boom. According to CNN’s compilation of analyst price targets, Nvidia Corporation (NASDAQ:NVDA) stock has a median target price of $300, which reflects a further 46% upside from the current share price. The AI tailwind has strengthened as the […]

Advanced Micro Devices, Inc. (NASDAQ:AMD) is included among Billionaire Larry Robbins’ 10 Dividend Stock Picks. On June 12, Citi upgraded Advanced Micro Devices, Inc. (NASDAQ:AMD) to Buy from Neutral. It also raised the firm’s price target to $575 from $460. The firm believes the upside from AMD’s graphics processing unit business is not fully reflected […]

The U.S. President Donald Trump and Iranian officials said Sunday that they had agreed to a peace deal, triggering gains in global markets.

The explosion in AI spending is having a ripple effect throughout the tech industry, and now gamers are going to pay the price. To find out just how much weight AI holds in the U.S. economy, the Federal Reserve Bank of St. Louis looked at how much money is being spent on software, R&D and ...

AMD (NasdaqGS:AMD) has agreed its largest AI chip deal to date with Meta Platforms, tied to a multi-year 6-gigawatt Instinct GPU rollout. The agreement includes up to 160 million share warrants for Meta, linked to shipment milestones that could result in roughly 10% dilution for existing shareholders. AMD plans to ramp shipments of its MI450 AI accelerators in 2026, with deployments expected at Meta and OpenAI. For investors following AMD’s data center story, this deal puts AI accelerators...

For months, one of Wall Street's most closely watched chip analysts held a skeptical line on AMD while the stock rode the broader AI rally. On June 12, that changed. Citi analyst Atif Malik upgraded AMD to Buy from Neutral and raised his price target to $575 from $460, and shares jumped 4.73% the ...

Is AMD a good stock to buy? We came across a bullish thesis on Advanced Micro Devices, Inc. on Beyond the Noise’s Substack by Cristobal Botanch. In this article, we will summarize the bulls’ thesis on AMD. Advanced Micro Devices, Inc.’s share was trading at $490.33 as of June 8th. AMD’s trailing and forward P/E were 155.46 […]

We just covered the Top 10 Stock Picks of 10 Famous Billionaires. Taiwan Semiconductor (NYSE:TSM) ranks #3 (see Top 5 Stock Picks of 5 Famous Billionaires). Number of Hedge Funds: 234 Top Pick Of: Philippe Laffont — Coatue Management Taiwan Semiconductor (NYSE:TSM) is the biggest holding of billionaire Philippe Laffont of Coatue Management. Taiwan Semiconductor (NYSE:TSM) […]

The artificial intelligence boom has created a familiar pattern on Wall Street. Investors spend years chasing the market’s biggest winner, then spend the next few years searching for whatever comes next. That search is happening right now with Nvidia (NASDAQ:NVDA). After becoming one of the most successful investments in stock market history, Nvidia’s recent performance ... Should You Look for the “Next Nvidia” — or Just Buy the Real Thing?

Cathie Wood's firm ARK Invest staked a large position in Elon Musk's SpaceX on Friday. The firm already has a huge chunk of Tesla stock.