Notícias

Investors are increasingly concerned that AI spending won't pay off.

TSMC is reportedly developing an Intel-inspired packaging technology, suggesting AI chip packaging is becoming a key battleground, giving Intel a rare chance to narrow the gap.

The S&P 500 Index ($SPX ) (SPY ) today is up +0.73%, the Dow Jones Industrial Average ($DOWI ) (DIA ) is up +1.03%, and the Nasdaq 100 Index ($IUXX ) (QQQ ) is up +2.00%. September E-mini S&P futures (ESU26 ) are up +0.72%, and September E-mini Nasdaq futures...

For anyone holding shares, the market is pricing a future where the stock could either more than double or be cut in half, and that uncertainty is the risk you carry today.

Nvidia stock has lagged behind the PHLX Semiconductor Index, which is up 61% this year so far through Monday’s close.

Wall Street futures were given a new boost ahead of another packed earnings session, helped by a renewed fall in oil prices as hopes of a deal with Iran resurfaced. Dow Jones futures were up 453 points, or 0.9%, while those for the Nasdaq gained 0.9%. S&P 500 futures were 0.2% higher,...

The sticker price on this AI chip designer looks steep, but the real question is what you are paying for the earnings that are still on their way.

Computer processor maker Intel (NASDAQ:INTC) announced better-than-expected revenue in Q2 CY2026, with sales up 25.4% year on year to $16.13 billion. On top of that, next quarter’s revenue guidance ($16.3 billion at the midpoint) was surprisingly good and 7.8% above what analysts were expecting. Its non-GAAP profit of $0.42 per share was 93.1% above analysts’ consensus estimates.

Chinese tech groups are accelerating work on open-weight AI models, with Alibaba releasing a powerful new system that could increase competition with Intel in AI infrastructure. TSMC is reportedly developing advanced chip packaging technology that resembles Intel's EMIB approach, which could narrow Intel's edge in high performance chip designs. These developments add fresh competitive risks for Intel's AI and packaging plans that have not been the focus of recent coverage. Intel, trading on...

In late July 2026, mimik Technology announced a collaboration with Intel to optimize its mimOE Agentix Operating Engine for Intel-powered AI PCs, while Lens Technology signed a non-binding memorandum of understanding with Intel to explore glass-based TGV advanced packaging and other AI hardware opportunities. Together with fresh earnings showing higher sales but a larger net loss of US$11.03 billion, these moves highlight Intel’s push to link AI PCs, advanced packaging and foundry execution...

The memory chip maker looks pricey today, but a steep discount appears on future earnings if you believe the AI-driven demand story.

NVIDIA offers a bet on relentless innovation to justify its price, but Micron locked in its future with long-term contracts, creating a starkly different, and arguably safer, way to own the same demand.

TSMC dominates on every traditional metric, yet one overlooked structural factor is quietly making its scrappier rival a more compelling bet for the next 24 months.

Every time AMD drops, the market hands out a discount on what may be the most strategically vital company in the AI infrastructure race, and three specific forces keep pulling this investor back to the buy button without hesitation.

AMD's Q2 topline may get a lift from surging Data Center demand as EPYC CPUs, Instinct GPUs and cloud expansion drive expected growth.

The U.S. government has owned stakes in private companies before — but only during times of emergency.

AMD's Helios rackscale AI platform marks the company's greatest challenge yet to Nvidia's dominance in integrated AI infrastructure.

Tech stocks coverage for the week of Aug. 3.

Tech stocks coverage for the week of Aug. 3.

Tech stocks coverage for the week of Aug. 3.

Tech stocks coverage for the week of Aug. 3.

Tech stocks coverage for the week of Aug. 3.

Tech stocks coverage for the week of Aug. 3.

Worries over increased competition from China sent semiconductor stocks lower on Monday.

Investors are kicking off a new trading month on an upbeat note. But that hasn’t stopped one of July’s most painful trends from carrying into August. Chip stocks and other companies tied to the AI trade are some of the biggest decliners today, with Micron Technology, Sandisk, Intel and Western Digital all down about 3% or more.

Microchips struggle as South Korea shows more weakness in the semiconductor area. As the AI trade continues to struggle, this will be felt in multiple places.

The chipmaker looks dear on profits and slightly cheap on cash, and what sits under that gap is a business that turns far more of each sales dollar into cash than into profit while it swaps a shrinking handset exposure for faster end markets in data centers and automotive.

AMD will report its Q2 earnings Tuesday.

8.31am: AstraZeneca talks suggest 'reduced confidence' in outlook AstraZeneca's reported talks with Bristol Myers about creating a $400 billion company appear to make "limited strategic sense for Astra and would likely be subject to antitrust scrutiny, given the overlaps of their oncology...

Intel has delivered its strongest revenue growth in fifteen years and rewarded patient investors with a massive run, yet the stock just shed nearly a third of its value in a single month. Understanding what is behind that violent pullback reveals whether this beaten-down chip giant deserves a spot in your portfolio right now.