Notícias

Jim Cramer went on Mad Money Friday with a counterintuitive pitch: “You buy NVIDIA not for China, not because of the Cerebras IPO, but because it’s actually a cheap stock, cheaper than Intel, cheaper than AMD, cheaper than Broadcom.” That is a bold claim about a company worth $5.7 trillion, and the numbers back the ... Jim Cramer Says Buy Nvidia for Valuation, Not China Bet. Stock Trades Cheaper Than Intel and AMD.

CNBC host Jim Cramer may have called the turn before the tape confirmed it. "Be careful; smell the reversal day," he posted Tuesday morning, and by midday the AI trade was flashing red across semiconductors, server names, software and tech-heavy...

The indexes were little changed for the week after Friday's slide on surging yields. Small caps sold off. Nvidia and Walmart earnings loom.

The S&P 500 Index ($SPX ) (SPY ) on Friday closed down -1.24%, the Dow Jones Industrial Average ($DOWI ) (DIA ) closed down -1.07%, and the Nasdaq 100 Index ($IUXX ) (QQQ ) closed down -1.54%. June E-mini S&P futures (ESM26 ) fell -1.26%, and June E-mini Nasdaq futures...

Investors are pouring money quickly into a new ETF that invests in companies involved with photonics and photolithography.

Optical networking is becoming increasingly relevant, and Marvell has revised its interconnects growth expectations to 50% for FY27.

Chip leader Broadcom is one of the top stocks to consider buying in this power trend that's largely been led by tech names.

Broadcom (NASDAQ:AVGO) and Microsoft (NASDAQ:MSFT) both delivered AI-fueled quarters revealing two different playbooks. Broadcom sells custom silicon and switches for hyperscaler data centers. Microsoft sells cloud, copilots, and the productivity layer on top. Comparing them shows how the AI buildout splits between picks-and-shovels suppliers and full-stack platform owners. Custom Silicon Surges While Azure Carries Microsoft ... Broadcom vs Microsoft. Both Are Winning the AI Race. Only One Is Pr

The Philadelphia Semiconductor Index has climbed roughly 64% since late March. Nathan Peterson, Director of Derivatives Research and Strategy at Schwab, framed last week’s action around a single dominant theme on the firm’s Market Update podcast: “The driving engine behind last week’s push higher in stocks continued to be the AI infrastructure plays, especially in ... The AI Chip Rally Is Masking a Dangerous Truth. Half the S&P 500 Is Being Left Behind

The S&P 500 Index ($SPX ) (SPY ) today is down -0.91%, the Dow Jones Industrial Average ($DOWI ) (DIA ) is down -0.83%, and the Nasdaq 100 Index ($IUXX ) (QQQ ) is down -1.30%. June E-mini S&P futures (ESM26 ) are down -1.02%, and June E-mini Nasdaq futures...

Markets don’t move in a straight line — and neither do the people running the country. Q1 2026 was a quarter defined by tariff headlines, rate uncertainty, and a broad S&P 500 pullback that rattled retail and institutional investors alike. Most people were paralyzed. Some panicked. And at least one person — or rather, one ... President Trump’s Stock Broker Was the Busiest Person in America in Q1

The S&P 500 Index ($SPX ) (SPY ) today is down -1.17%, the Dow Jones Industrial Average ($DOWI ) (DIA ) is down -0.96%, and the Nasdaq 100 Index ($IUXX ) (QQQ ) is down -1.64%. June E-mini S&P futures (ESM26 ) are down -1.07%, and June E-mini Nasdaq futures...

NVDA's Q1 results are expected to reflect strong momentum across the data center business amid growing chip demand from hyperscalers to handle AI workloads.

Quarterly results reveal contrasting revenue paths for Meta and Snap, with notable differences in margins and recent hardware partnerships shaping the landscape

Dow futures fell as oil prices and Treasury yields jumped. AI chip plays Applied Materials, Nvidia and Cerebras retreated. The Trump-Xi summit is over.

CSCO, AVGO, ADI and AMAT stand out as the S&P 500 tops 7,500 on AI optimism and a tech-led market rebound.

UBS said the April rally in US equities was a 2.8 standard deviation event over the past 25 years, while its own crowding data shows mega-cap tech stocks remain heavily crowded long positions. The bank's quantitative research found that every one of the Magnificent Seven stocks, excluding...

Broadcom (AVGO) stock currently trades at $440, positioning it as a pivotal force in the global shift toward AI-driven infrastructure. At a 38.5x forward P/E based on 2026 earnings, the valuation appears rich compared to the average figure of 34.8x over recent quarters. However, shifting the lens to a three-year horizon through 2028 reveals a massive earnings power that the market is currently attempting to price in today.

Futures fell as Treasury yields and oil prices jumped on President Trump comments after Nvidia ran and the Cerebras IPO soared. The Trump-Xi summit is over.

President Donald Trump has been busy in the stock market. Trump disclosed purchases and sales of hundreds of millions of dollars worth of U.S. stocks in the first quarter, according to a disclosure released by the U.S. Office of Government Ethics. Trump purchased between $1 million and $5 million worth of ServiceNow Adobe Workday on Feb. 10, the disclosure revealed.

Shares of AMD and Broadcom have produced blistering gains thanks to artificial intelligence.

NU (NYSE:NU) executives said the digital banking company delivered another quarter of customer growth, revenue expansion and operating leverage, while emphasizing that higher credit provisions in the first quarter reflected seasonality, portfolio growth and product mix rather than deterioration in u

On May 14, 2026, Cisco’s earnings-fueled jump helped propel major U.S. benchmarks to fresh records amid a broader AI-driven rally.

The stock market hit highs as Nvidia led and AI chip IPO Cerebras soared in its debut, while Broadcom and Taiwan Semiconductor flashed buy signals. The Trump-Xi summit continues.

US equity indexes rose as sector-topping technology shares pushed the S&P 500 and the Nasdaq to new

The S&P 500 Index ($SPX ) (SPY ) on Thursday closed up +0.77%, the Dow Jones Industrial Average ($DOWI ) (DIA ) closed up +0.75%, and the Nasdaq 100 Index ($IUXX ) (QQQ ) closed up +0.73%. June E-mini S&P futures (ESM26 ) rose +0.78%, and June E-mini Nasdaq futures...

A basket of major chip stocks were all higher for the day on bets earnings momentum will keep tech companies flying high. Shares of Nvidia, the poster child of AI enthusiasm, rose 4.4%. Broadcom, Samsung Electronics, Taiwan Semiconductor, ASML, Texas Instruments, and AMD shares were all up, too.

We recently published Jim Cramer Revealed His Big AI Investing Fear & Discussed These 20 Stocks. Broadcom Inc. (NASDAQ:AVGO) is one of the stocks discussed by Jim Cramer. Broadcom Inc. (NASDAQ:AVGO) is one of the largest semiconductor companies in the world. Its role in the AI market is defined through its ability to design custom […]

Both companies are critical to the AI build-out. But one's growth profile and order book make it the more compelling buy.

The Dow just hit 50,000 for the first time, and all three major indexes are up about 1% at midday. Here's what's driving the moves and what it means for your portfolio.