Notícias

Ford raised its guidance after a solid first quarter, and there's more suggesting there's near-term upside for the stock.

Wall Street is warming to Intel's foundry progress, but analysts still disagree on how much upside is left.

Doximity remains the leading platform for medical professionals, but the combo of increased AI spending amid industry weakness weighed on results.

The pharmaceutical powerhouse still faces plenty of patent challenges, but it got a big one out of the way, securing time and money to work on other profit centers.

Lisa Su’s pitch on the Q1 call had a specific shape. She’s arguing that the ratio of CPUs to GPUs inside an AI data center is about to collapse. “…in the past, the CPU to GPU ratio was primarily just as a host node in like a 1:4 or 1:8 configuration node, now changing and ... If Lisa Su Is Right, AMD Could Be as Big as Nvidia

Cisco crushed estimates and raised guidance. The dot-com recovery is officially old news.

Taiwan Semiconductor Manufacturing sits at the center of the AI boom, linking companies worth roughly $30 trillion in market value to the island’s chip supply chain.

The conglomerate has nearly $400 billion to spend.

The AI data center market is growing -- for everybody but Intel.

The volatile cryptocurrency has recovered from its recent lows.

These three consumer stocks are cheap with solid growth opportunities ahead.

Shares of computer processor maker Intel (NASDAQ:INTC) jumped 2.6% in the afternoon session after worries about a global chip shortage reached parabolic territory driven by AI optimism and strong investor momentum.

The dot-com bubble began to burst in the spring of 2000, when presidential candidates George Bush and Al Gore emerged from their party conventions, the human genome project unveiled its first draft, and ‘American Beauty’ dominated the Oscars with five awards, including best picture. More than a quarter-century later, however, those same three stocks are leading an old-tech revival that has powered U.S. markets to a series of record highs, paced by an insatiable appetite for all things related to artificial intelligence. Investors are seeing few signs of a pullback like the one during the turn of the century crash that rocked tech markets for a decade.

AMD is establishing itself as an important player in the AI infrastructure space thanks to sizable contracts that signal a significant acceleration in long-term growth.

The sale was big, but the company remains Berkshire's top stock holding.

Here's what investors will need to watch in the fiscal 2027 Q1 report.

AI infrastructure companies are booming -- and these stocks are making big gains.

Shares of leading designer of graphics chips Nvidia (NASDAQ:NVDA) jumped 2.6% in the afternoon session after the company revealed a series of significant investments and partnerships, boosting investor confidence ahead of its earnings report.

Two popular dividend ETFs target similar goals but deliver very different results. Here's the better buy for May.

Asset tokenization could be a powerful new catalyst to send XRP soaring this year.

Zcash is a good example of what a coin looks like when it has a good fit with the market.

Rocket Lab stock costs more than 80 times sales. It just bought a space subsidiary for maybe as little as 1.5 times sales.

The dot-com bubble began to burst in the spring of 2000, when presidential candidates George Bush and Al Gore emerged from their party conventions, the human genome project unveiled its first draft, and ‘American Beauty’ dominated the Oscars with five awards, including best picture. More than a quarter-century later, however, those same three stocks are leading an old-tech revival that has powered U.S. markets to a series of record highs, paced by an insatiable appetite for all things related to artificial intelligence. Investors are seeing few signs of a pullback like the one during the turn of the century crash that rocked tech markets for a decade.

With a new Fed chair stepping in, uncertainty around inflation could rattle the market.

Intel stock has led the chip rally but it faces fierce competition from Arm and Advanced Micro Devices.

Intel's stock has more than tripled in roughly one month. Analysts have been scrambling to catch up. Deutsche Bank just moved its target by the most it has in over a year. And the specific reason it gave for doing so is not what most investors are focused on when they talk about Intel right now. ...

After years of heavy losses and repeated restructurings, Canopy Growth is showing early signs of stabilization.

Advanced Micro Devices (NASDAQ:AMD) and Arm Holdings (NASDAQ:ARM) continued to strengthen their positions in the server processor market during the first quarter of 2026, taking additional share from Intel (NASDAQ:INTC), according to a new report published by UBS. The report also showed that personal computer shipments remained weaker than typical seasonal patterns for a second consecutive quarter.

On March 21, 2026, at the Seaholm Power Plant in Austin, Elon Musk unveiled “the most epic chip-building exercise in history”: Terafab, a joint venture between Tesla (NASDAQ:TSLA), SpaceX, and xAI, with Intel (NASDAQ:INTC) as foundational manufacturing partner. The stated goal: one terawatt of AI compute capacity per year, an order-of-magnitude expansion of global semiconductor ... Elon Musk’s $119 Billion Gambit: The Real Reason He’s Building the World’s Largest Chip Plant.

Intel (NASDAQ:INTC) is making a return to Formula One after agreeing to a multi-year partnership with McLaren, where it will serve as the racing organisation’s official compute partner, according to a report from Sky. The partnership is expected to be formally announced on Thursday, although financial details of the agreement have not been disclosed, Sky said.