Notícias

ABB has announced an expansion of its collaboration with NVIDIA to enhance AI infrastructure deployment. This initiative involves integrating ABB's power systems as SimReady™ 3D digital assets into NVIDIA's Omniverse DSX Blueprint, allowing data center operators to efficiently model, validate, and optimize power distribution systems digitally before construction begins. The integration aims to streamline the design and deployment of AI data centers by enabling the validation of electrical,...

The insatiable chip stocks rally was marching on Wednesday but other areas of the tech sector were coming under pressure.

Super Micro Computer launched its rack-scale AMD Helios platform at Computex 2026, built on AMD’s Instinct MI455X GPUs and EPYC CPUs. The Helios platform targets hyperscale AI infrastructure for large language model training, inference, and broader AI workloads. The launch coincides with new AI PC and chip announcements from Nvidia, sharpening competitive attention on NasdaqGS:AMD in AI and data center markets. For investors tracking NasdaqGS:AMD, the new Helios platform brings additional...

Shares of semiconductor company Semtech (NASDAQ:SMTC) jumped 10.8% in the afternoon session after it caught a powerful tailwind from HPE's blockbuster Q2 results.

The market has gotten a bit too enthusiastic about a few stocks.

Advanced Micro Devices (NASDAQ:AMD) executives said demand tied to agentic artificial intelligence is accelerating faster than expected, driving a sharp expansion in the company’s server CPU opportunity and shaping its plans for GPU systems, supply chain commitments and customer engagements. Speaki

The S&P 500 Index ($SPX ) (SPY ) on Tuesday closed up +0.13%, the Dow Jones Industrial Average ($DOWI ) (DIA ) closed up +0.45%, and the Nasdaq 100 Index ($IUXX ) (QQQ ) closed up +0.48%. June E-mini S&P futures (ESM26 ) rose +0.14%, and June E-mini Nasdaq futures...

Intel plans to launch its new Crescent Island AI data center GPU by the end of 2026 as it aims to directly challenge Nvidia and AMD in the high-performance computing market for AI infrastructure.

Super Micro Surges as Arm Partnership Ignites Fresh AI Growth Optimism

Laptops enabled with these chips will go live this fall.

Some chip stocks posted blistering May gains on AI demand, but their stretched valuations leave little room for disappointment.

HP (NYSE:HPQ) has launched a new portfolio of AI-focused PCs and developer workstations in partnership with Nvidia. The range targets creators, gamers, and enterprise users that are working with AI-accelerated workloads. New devices are built around Nvidia RTX Spark and AMD Ryzen AI, with dedicated options for developers and corporate IT teams. For HPQ, this move speaks directly to how personal computing is changing as AI workloads become part of everyday use, from content creation to code...

The semiconductor industry has been the driving force behind the tech sector's sustained outperformance.

Nvidia has unveiled its first-ever PC processor. Here’s what the RTX Spark launch means for NVDA shares and the sector at large.

The AI trade has spent two years being almost entirely about GPUs. Nvidia dominates that conversation, and most of Wall Street has been happy to let it. Tom O'Malley at Barclays just said that framing may be missing the next big move in semiconductors. His argument centers on a single shift in how ...

Nvidia's (NVDA) recent product announcements pose significant growth potential for the tech giant th

INTC rolls out Xeon 6 Plus chips, Ethernet E835 controllers and Crescent Island AI GPU, aiming to boost data-center, cloud and edge AI efficiency.

AMD looks far more expensive than Nvidia.

This is a year of extreme acceleration for Broadcom. The company's engine is its deep, multi-year collaboration to build custom AI chips for just six strategic customers.

Arm says major cloud and tech customers are using its data center CPUs.

Nvidia Wins Big Vote of Confidence as Cathie Wood Cuts AMD Exposure

Nvidia (NASDAQ: NVDA) stunned the tech world when it launched its RTX Spark chip for PCs. The company called it “the most efficient PC chip ever built.” In its announcement, it said it has partnerships with PC companies Dell Technologies, Lenovo, Microsoft (NASDAQ: MSFT), HP, Asus, and MSI. Apple (NASDAQ: AAPL) was not on the ... Apple Loses Big Because Of Nvidia PC Chips

Nvidia stock may have a lot more upside, Goldman Sachs says.

MU rides on the AI-server boom with Q2'26 revenues soaring 196% year over year as DRAM, HBM and server memory demand outstrips supply.

DriveNets raised $410 million to expand AI networking infrastructure.

For most of the last decade, Intel (NASDAQ:INTC) was the stock you didn’t want to own. NVIDIA crushed it on AI accelerators, TSMC ate its foundry lunch, and AMD chipped away at its server franchise. I’ve been tracking this turnaround story since CEO Lip-Bu Tan took the helm, and what I’m seeing now is a ... Why Intel Just Got the Endorsement of a Lifetime From Two Trillion-Dollar Companies

Ten thousand dollars dropped into the YieldMax AMD Option Income Strategy ETF (NYSEARCA:AMDY) on the last trading day of 2025 was worth about $20,144 by the close on May 29, 2026. The same ten thousand parked in SPDR S&P 500 ETF Trust (NYSEARCA:SPY) was worth about $11,093. That gap, an income ETF doubling while the ... An Overlooked Income ETF Minted a Double While Selling Covered Calls on AMD’s Historic Run

Supermicro announced the AMD Helios platform for high-performance AI training and inference, as well as a new Arm AGI CPU rack-scale infrastructure for enterprise agentic AI workloads.

Nvidia stock was gaining after Cathie Wood’s ARK Invest funds acquired a total of 300,017 Nvidia shares on Monday.

The world’s only $5 trillion company can sell the concept that AI computing won’t be confined to data centers.