Apenas manchetes de alto sinal - eventos macro, resultados, M&A, regulatório. Listicles e clickbait de analistas filtrados por padrão. Atualizado a cada hora.
A blowout earnings report from deep inside the AI server supply chain sent shockwaves through the chip sector Wednesday, lifting three of the biggest names in logic silicon and raising the stakes for what could be an even bigger catalyst on the horizon.
Both companies are navigating the AI era from positions of strength, but their growth profiles and risk levels tell very different stories.
Cerebras Systems (NASDAQ:CBRS) reported record second-quarter core revenue and raised its full-year outlook, as the AI infrastructure company said it is expanding data-center capacity, manufacturing output and customer deployments to support anticipated growth beginning in 2027. Chief Executive Off
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.
AMD boasts superior margins and lower leverage, while AppLovin trades at a fraction of the valuation multiple despite explosive growth.
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.
Advanced Micro Devices, Inc. (NASDAQ:AMD) is trading at roughly 70x forward earnings, but Phillip Securities believes this premium is justified given its positioning for rising agentic AI demand. On August 11, the firm’s analyst Yik Ban Chong reiterated a Buy rating on the stock with a $755.00 price target. According to the firm, AMD’s client and […]
The next leg of the rebound may be more selective
Intel's stunning 176% run has the semiconductor sector buzzing, but with AMD trading at a jaw-dropping 123x earnings and a fresh dilution event on the table, figuring out where to hold and where to fold across chip stocks has never been more consequential.
Jim Cramer just named Intel a major focus name and pointed directly at CEO Lip-Bu Tan, but Wall Street's cautious consensus tells a very different story about where this explosive turnaround actually stands.
Jim Cramer is hosting a semiconductor-focused CNBC Investing Club call Thursday at noon. The AI capex cycle is running hotter than any point in the last two years, with hyperscalers, sovereigns, and enterprises racing to secure compute. These five names matter most, ranked by AI-driven revenue growth, earnings execution, margin expansion, and forward guidance strength. ... 5 Semiconductor Stocks Jim Cramer Could Be Talking About on Thursday
Super Micro's outlook lifts chip stocks.
Microsoft, TSMC, and AMD each own a different layer of the AI stack, but owning all three at current prices is not the same trade. One name is running years ahead of the deliverables that would justify it.
AVGO's premium valuation is backed by surging AI semiconductor growth, expanding accelerator programs and leadership in AI networking.
AMD's explosive growth and fortress balance sheet contrast sharply with Alphabet's valuation discount and cash generation, a choice between momentum and value.
Cerebras Systems Inc. (NASDAQ:CBRS) reports second-quarter earnings after the bell today, its second report as a public company. Analysts expect a loss of roughly 17 cents per share, while Cerebras has guided to core revenue of about 194 million dollars,...
AMD and Intel both posted their strongest quarters in years, but the businesses underneath look nothing alike. One is riding an AI wave with premium margins, the other is burning billions to rebuild from the ground up.
MYR Group's AI, energy and electrification exposure, strong backlog and earnings growth make it a compelling infrastructure play.
NVDA's $500B financing push is likely to lower AI factory funding barriers, boosting demand for GPUs, networking products and software.
INTC's stronger 2026 growth outlook, AI PC momentum and price gains outweigh its premium valuation, making it the better chip pick than QCOM.
Nvidia, Cerebras, and AMD could all be inference winners.
AMD expects Helios to generate billions of dollars in its first full quarter and its AI business to more than double in 2027.
Cerebras Systems stock has had a wild ride in a crowded field. But its Wafer-Scale Engine shows promise as AI enters a new era.
Data center revenue doubled, driving record profitability and raised guidance.
Advanced Micro Devices, Inc. (NASDAQ:AMD) beat Wall Street’s estimates across the board Tuesday, with revenue up 50% and data center sales more than doubling. The stock still fell as much as 10% in extended trading anyway. Sandisk Corporation (NASDAQ:SNDK) is up more than 400% this year already, reports its own results on Wednesday under even […]
At $422, Broadcom (AVGO) is being priced to deliver 26% revenue growth annually for the next 5 years simply to defend today's 68.4x multiple. That sits below the 32% the business is currently growing at, which is the unusual part. The multiple has already priced in a slowdown that has not yet appeared.
Elon Musk just told investors SpaceX will build one of the most ambitious data centers in history using only one chip supplier, and that single decision has the power to send NVIDIA soaring toward $500 or trigger a demand cliff that bulls are not prepared for.
We use Google Analytics to count anonymous page views and understand which content gets read. No ads, no profiles. Decline keeps you on cookieless mode. Details.
