Notícias

Nvidia is going after a lucrative market that's currently dominated by AMD and Intel.

A number of stocks jumped in the morning session after industrial stocks recovered, carried by the broad market rebound and a read-through from AI-driven capital expenditure commitments. AMD announced a £2 billion ($2.66 billion) five-year investment in the UK for AI research and infrastructure, a signal that data-centre construction and the equipment, logistics, and grid infrastructure supporting it continues to draw major capital. Easing Middle East tensions reinforced the sector's recovery. I

JPMorgan Chase (NYSE:JPM) is leading a new blockchain-based tokenized deposit network with other major U.S. banks, aimed at modernizing payment rails and supporting near-instant, 24/7 settlement. The network is designed to operate on blockchain within the regulated banking system and is positioned as an alternative to stablecoins for institutional payments. JPMorgan has also partnered with Oxford Quantum Circuits and AMD as the first dedicated user of a new Quantum-AI research platform in...

Buffett is known for his focus on stocks' valuations.

Dell Technologies recently reported first-quarter fiscal 2027 results showing revenue of US$43.84 billion and net income of US$3.44 billion, while also collaborating with AMD and the University of Cambridge on the Zenith and Sunrise AI supercomputers for UK scientific research and fusion energy work. Together with a new US$1.60 billion Blackwell systems purchase agreement from IREN Limited and a sharply higher full-year outlook for AI-optimized server revenue, these developments highlight...

The rally gives Intel a foundry boost, with investors watching the reported Google demand and proof that 18A can scale into real revenue.

AMD's stock has been soaring this year, and there may be another catalyst for it around the corner.

Intel stock leads the S&P 500 higher after sinking 11% on Friday. The AI trade is picking up momentum again after last week’s selloff.

Google TPU Order May Signal Foundry Momentum Ahead

Nvidia says Vera will use SK Hynix DRAM as both companies prepare for a larger second half and next year.

The commentary comes amid a broader rally in semiconductor and memory names, fueled by a media report that Intel received a substantial chip order from Google.

AMD is making a smart investment in the U.K.

DA Davidson says hyperscaler dependence may keep Nvidia's AI chip margins protected as rivals remain in early stages.

The crypto market faces a hard question this morning. Can a single initial public offering, even one of historic scale, pull enough capital out of digital assets to bend their price action? Bitcoin (CRYPTO:BTC) is trading near $63,800, up 2.8% over the past 24 hours, yet the multi-week chart tells a different story. Despite today’s ... Is the SpaceX IPO Crashing the Crypto Market?

Lisa Su is running one of the cleanest AI infrastructure stories on the market right now. Advanced Micro Devices (NASDAQ:AMD) just delivered a quarter where Data Center revenue hit $5.78 billion, up 57% year over year, free cash flow surged 253%, and Q2 guidance points to $11.2 billion in revenue. Shares are up 117.77% year ... Prediction: AMD Stock Will Trade at This Price in 2027

Warren Buffett has a great deal to worry about at Berkshire Hathaway (NYSE: BRK-B). Among them is that his net worth has dropped by $5 billion this year to $146 billion, placing him behind Steve Ballmer and Jim Walton, both at $147 billion. He is one of the few people on the Bloomberg Billionaires list ... Will Warren Buffett Return As Berkshire Hathaway’s CEO?

The chipmaker's five-year pledge includes new AI supercomputers at Cambridge and partnerships with Imperial College London

INTC is revamping for AI PCs and data centers, but LSCC's low-power FPGA focus and growth outlook tip the scales.

BNP Paribas is warning clients that this week’s SpaceX IPO could do something the AI rally has not yet had to absorb: force a wave of selling in the very semiconductor stocks that have driven the market higher. Retail investors are expected to be heavy buyers of the IPO, and they will need to raise ... Wall Street Bank Warns SpaceX IPO Could Trigger Large Sell-Off in Popular Semiconductor Stocks

Advanced Micro Devices Inc (NASDAQ:AMD, XETRA:AMD) has pledged to invest up to $2.7 billion (£2 billion) in the UK over the next five years, betting on the country's ambitions to become a global centre for artificial intelligence research and advanced computing. The US semiconductor titan,...

AMD will reach a $1 trillion market cap sooner than the recently touted Marvell Technology.

Micron was poised to rebound 7% on Monday morning following a recent market sell-off.

US equity futures were edging higher pre-bell Monday as President Donald Trump tried to hold togethe

An American semiconductor giant has unveiled plans to invest £2bn in Britain to build new AI supercomputers.

Three stocks that each tumbled 11% on Friday could bounce back, sooner than you think.

NVIDIA and SK hynix have announced a multiyear technology partnership aimed at developing next-generation memory to support the global buildout of AI factories. This collaboration is set to enhance memory supply aligned with NVIDIA's AI infrastructure roadmap and boost the advancement of semiconductor design and manufacturing by incorporating AI technologies. The partnership seeks to accelerate the deployment of AI infrastructure by addressing the extended development cycles and capital...

The brutal AI selloff that rocked the market on Friday may end up being short-lived, judging by how chip makers were trading early Monday.

A shift in the way artificial intelligence data centers work is bringing an unexpected technology back into a leading role.

The initiative includes partnerships spanning supercomputing, photonic networking and scientific research.

The Invesco PHLX Semiconductor ETF (NASDAQ:SOXQ) has emerged as one of the cleanest, lowest-cost vehicles for direct semiconductor exposure during the AI capex cycle. The fund tracks the PHLX Semiconductor Sector Index, which represents the 30 largest U.S.-listed semiconductor companies, and carries a 0.19% expense ratio, materially cheaper than the older iShares competitor. Since launching ... SOXQ Semiconductor ETF Surges 181.74% as AI Chip Boom Lifts NVIDIA, Broadcom, AMD