Notícias

Advanced Micro Devices (NasdaqGS:AMD) is committing over $10b to expand advanced packaging capacity and AI partnerships across Taiwan. The company is aligning this investment with the production ramp of its 6th Gen EPYC "Venice" CPUs on TSMC's 2nm node. The initiative targets future AI infrastructure and data center demand by deepening AMD's ties with Taiwan's semiconductor supply chain. For investors watching NasdaqGS:AMD, this move lands after a strong share price run, with the stock at...

Shares of computer processor maker AMD (NASDAQ:AMD) jumped 4.7% in the afternoon session after the company confirmed it has started ramping up production of its next-generation 2-nanometer 'Venice' CPUs and announced plans to invest over $10 billion in Taiwan's AI supply chain, prompting bullish analyst upgrades.

Advanced Micro Devices, Inc. (NASDAQ:AMD) is among the most traded US stocks so far in 2026. On May 19, Evercore ISI lifted the price target on Advanced Micro Devices, Inc. (NASDAQ:AMD) to $579 from $358 and maintained an Outperform rating. Following Q1 AI channel checks, the firm said that key themes center on AI workloads’ […]

Advanced Micro Devices (AMD) stock closed the May 22 trading session 3.99% up at $467.51, hitting its all-time high. The stock has rallied and made impressive year-to-date gains of 118.3% at the time of writing, Saturday morning, May 23. The rally has been boosted by hyperscalers increasing their ...

The AI boom was supposed to slow down by now. At least that was the theory. Data centers are straining electric grids, utilities are warning about power shortages, copper supplies are tightening, and semiconductor packaging capacity remains constrained. Yet demand for AI infrastructure keeps accelerating anyway. That’s because the AI race has shifted from experimentation ... What CEO Sanjay Mehrota Just Said Shows Why Micron Is About to Become a $1,000 Stock

Arm Holdings' business model makes the stock a solid investment for those looking to capitalize on the growing demand for AI inference.

The company also bought 105,810 shares of Twist Bioscience for ARKK, its largest single-stock transaction over the past two days.

AMD's Data Center franchise is delivering real results, but at roughly 78 times forward earnings the market has already credited every good outcome the bull case requires.

The base case fair value estimate for Advanced Micro Devices has shifted from about US$289.61 to about US$472.17 per share, a material reset in how the stock is being framed in valuation models. This move lines up with Street research splitting into bullish and bearish camps, with one side leaning into AI driven upside and the other stressing valuation risk and execution questions. As you read on, you will see what is feeding into this evolving narrative and how to track it over time. Analyst...

FTSE Russell announced a preliminary list of changes to its indexes on Friday after the market closed—and some Big Tech names are being reclassified. Google parent Alphabet and Advanced Micro Devices were among the largest stocks that will be removed from the That means those stocks will move to pure growth status by FTSE Russell’s standard. Apple and Microsoft on the other hand, will join the value index—and move from pure growth classification to a blend of growth and value.

AMD continues to chip away at Intel's server CPU market share.

The S&P 500 Index ($SPX ) (SPY ) on Friday closed up +0.37%, the Dow Jones Industrial Average ($DOWI ) (DIA ) closed up +0.58%, and the Nasdaq 100 Index ($IUXX ) (QQQ ) closed up +0.42%. June E-mini S&P futures (ESM26 ) rose +0.35%, and June E-mini Nasdaq futures...

Celestica (TSX:CLS) has commercially launched its DS6000 series 1.6TbE data center switches, which are now available for initial customer orders. The company is expanding its work with AMD on the Helios rack scale AI platform, aligning its hardware offerings with high speed AI data center requirements. For investors watching AI infrastructure, Celestica sits in a part of the market focused on hardware that underpins data centers, networking and compute. The DS6000 series targets high...

Advanced Micro Devices Inc. (NASDAQ:AMD) is one of the best multibagger stocks to buy in 2026. On May 21, Advanced Micro Devices announced a strategic investment of over $10 billion across the Taiwan ecosystem to scale advanced packaging manufacturing and expand partnerships for next-generation AI infrastructure. The initiative focuses on delivering high-performance, energy-efficient solutions to […]

Tech stocks were higher late Friday afternoon, with the State Street Technology Select Sector SPDR E

Chip stocks are back to hitting intraday record highs as investors rotate across the semiconductor complex.

AVGO's AI-driven semiconductor growth surges in Q1, with AI revenues more than doubling as hyperscale demand powers stronger Q2 forecasts.

Momentum in the CPU market continues.

Su confirmed that CPU supply is currently constrained, as no one in the chip industry had foreseen such a surge in demand.

Earlier this week, Nutanix completed the issuance and sale of over 4.1 million shares to AMD under a stock purchase agreement, raising about US$150,000,000 in gross proceeds while analysts projected quarterly earnings of US$0.35 per share on US$686.02 million of revenue. This capital raise, paired with a cautious near-term outlook and macro-spending concerns, has heightened focus on potential dilution versus the company’s ongoing growth in support, maintenance, and subscription...

What if the best semiconductor investment isn't an AI darling? This boring tech stock has compounded at 17% annually for 10 years.

Cerebras stock soared out of the gate following its May 14 IPO, but how much of the AI processor market could its wafer-scale engines actually take?

Marvell Technology heads into Q1 earnings results with AI-driven data center demand, booming custom silicon growth and rising competition in focus.

Between Nvidia (NVDA), Advanced Micro Devices (AMD), and Intel (INTC), which chip stock stands out among the rest? Yahoo Finance Executive Editor Brian Sozzi is joined by Markets and Data Editor Jared Blikre, Senior Business Reporter Ines Ferré, and Portfolio Wealth Advisors president and CIO Lee Munson to share their thoughts on these leaders within the AI chip space.

The chipmaker's data center revenue surged 57% year over year, driving the latest leg of a remarkable rally.

QUALCOMM Incorporated (NASDAQ:QCOM) is included among the 10 High Quality Stocks to Buy According to Hedge Funds. On May 18, Melius Research raised its price recommendation on QUALCOMM Incorporated (NASDAQ:QCOM) to $220 from $170. It reiterated a Hold rating on the shares. The firm said that while “nothing really emerged as incrementally good from Trump going […]

Nvidia stock has become even more inexpensive on a price-to-earnings basis and compared with Wall Street's targets.

Seaport Research Partners upgrades shares of Texas Instruments to Buy from Neutral and sets a price target of $400.

Laffer Tengler Investments CEO and CIO Nancy Tengler joins Yahoo Finance to explain why she's bullish on DR Horton (DHI) and Home Depot. (HD)

AMD Doubles Down on AI Infrastructure With $10B Investment