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Apenas manchetes de alto sinal - eventos macro, resultados, M&A, regulatório. Listicles e clickbait de analistas filtrados por padrão. Atualizado a cada hora.

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AMD Is Up 55% in a Month and Trouncing Intel. Should Intel Stockholders Switch to AMD Now?
24/7 Wall St.72d agoneutral
AMD Is Up 55% in a Month and Trouncing Intel. Should Intel Stockholders Switch to AMD Now?

Shares of Advanced Micro Devices (NASDAQ:AMD) are pulling back slightly midday Thursday, but the stock’s run over the past month has been historic. AMD stock is up 55% over the past month, compared with just 17% for Intel (NASDAQ:INTC) stock. That kind of gap raises a fair question for Intel’s loyal shareholders. Should Intel stockholders ... AMD Is Up 55% in a Month and Trouncing Intel. Should Intel Stockholders Switch to AMD Now?

Assessing Super Micro Computer (SMCI) Valuation After New AI Data Center Launches And Major Partnership Wins
Simply Wall St.72d agobullish
Assessing Super Micro Computer (SMCI) Valuation After New AI Data Center Launches And Major Partnership Wins

Super Micro Computer (SMCI) has jumped into focus after unveiling a wave of AI data center offerings, including AMD Helios rack-scale systems, NVIDIA Vera Rubin based blueprints, Arm AGI platforms, and Intel Xeon 6+ servers. See our latest analysis for Super Micro Computer. The latest AI data center launches come on the back of sharp price swings, with SMCI’s share price falling 5.48% over the last day but rising 69.84% over 30 days and delivering a very large 5-year total shareholder return...

$20 Billion: Inside Nvidia’s VERA CPU Bet to Break the Intel-AMD Duopoly
24/7 Wall St.72d agoneutral
$20 Billion: Inside Nvidia’s VERA CPU Bet to Break the Intel-AMD Duopoly

You can argue about almost every line in a NVIDIA (NASDAQ:NVDA) earnings release. The size, the margins, the customer concentration, the China hole. What you cannot argue about is what happens when a company that did zero CPU revenue last year tells you it expects to do $20 billion in CPU revenue this fiscal year. ... $20 Billion: Inside Nvidia’s VERA CPU Bet to Break the Intel-AMD Duopoly