Notícias

Despite raising its full-year outlook, Cerebras Systems saw its stock plunge after hardware revenue fell 23% in Q2.

Its second-quarter net loss deepened considerably.

Memory and storage names are ripping higher into Wednesday’s close. SanDisk (NASDAQ:SNDK) is up 6% to $1,344, while Micron Technology (NASDAQ:MU) has gained 5% to $911. South Korea’s SK Hynix (Nasdaq: SKHY) rallied alongside the group, closing the day up 9%, extending a global bid for memory. Neocloud Demand Signal Ignites the Group The primary ... Memory Stocks Rally Wednesday: SK Hynix, SanDisk, Micron All Jump. Here’s Why

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AMDL gives traders twice the upside of AMD's booming AI momentum, but it also locks them into twice the exposure to the one problem AMD still cannot solve.

At a recent all-hands meeting, Elon Musk told SpaceX employees that the rocket business they work for is quietly transforming into something far more valuable, and he named a specific month when the shift becomes impossible to ignore.

Lumentum's blowout earnings lit a fire under the entire optical networking sector, sending rivals surging despite having nothing new to report themselves. Here is what the synchronized rally reveals about where AI infrastructure money is flowing next.

A media company burning through cash, a flying taxi startup making a costly bet, and a sector-wide selloff converged on Wednesday to punish three small caps hard. Here is what drove each name lower and what traders are watching next.

The Russell 2000 is having a standout year, but IWM holders collecting less than 1% in yield are watching a weekly-paying rival nearly match the rally while depositing a very different kind of paycheck every Friday.

Watching the AI rally from the sidelines felt responsible when retirement loomed, but playing it safe has a price tag too. Three ETFs now offer a way to get back in the game without handing your future to a single stock.

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The entire AI data center industry still appears to be firing on all cylinders after all, with more of the same in the cards.

The fast-casual chain's revenue is already rebounding from the Cyclospora scare.

Falling AI costs may favor companies with massive distribution

Cerebras Systems raised its annual revenue and gross margin forecasts on Wednesday, buoyed by robust demand for its chips from ‌companies ramping up data-center capacity to power AI services. The chip designer ​is banking on growing demand for inference, the data crunching that occurs when a user queries a chatbot, as it seeks to challenge Nvidia's dominance in the AI processor market. Cerebras' flagship wafer-scale engine (WSE) is a single chip the size of a ‌dinner plate containing trillions of ⁠transistors, a design that it says is more efficient than connecting thousands of smaller graphics processors together, as Nvidia does.

Neocloud stocks just posted some of the wildest single-session gains of the AI buildout cycle, and the valuation math behind them is stranger and more compelling than it looks at first glance.

These catalysts could prove to be the actual drivers of the stock.

Kontoor Brands raised its full-year guidance and announced a major buyback. The Wrangler and Helly Hansen parent is streamlining its brand portfolio.

Microsoft is already relatively close to its median 12-month price target.

The LEO satellite maker still has a bright future.

United States Antimony just watched most of its 2026 gains evaporate in a single session, and the guidance cut behind the collapse raises a bigger question: is this an isolated antimony-price shock or a warning sign for the entire domestic critical-minerals trade?

The chipmaker announced a $15 billion secondary stock offering this week.

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Oracle shares rallied Thursday after two neoclouds posted blowout earnings, but does this AI tailwind justify the stock's risks?