Notícias

The AI boom has turned semiconductors into geopolitical bargaining chips. One minute, Washington is tightening export controls. The next, trade delegations are back in Beijing trying to reopen markets worth tens of billions of dollars. For investors, the bigger question is simple: Which company actually benefits when the political theater ends? President Donald Trump’s recent ... President Trump Pushed for Nvidia China Deal — but It’s AMD’s Chips Beijing Wants

Download the Complete Report Here Xanadu Quantum Technologies (XNDU) Wafer Iteration and Partner-Led Commercialization Support Photonic Quantum Roadmap Key Takeaways: XNDU’s first public-company quarter reinforced roadmap execution, with revenue increasing 4x y/y to $2.8 million. Post-SPAC proceeds, Project OPTIMISM, DARPA, and a planned $300 million ATM expand flexibility for faster wafer iteration. Partnerships with AMD, […]

With Nvidia (NVDA) set to report first quarter 2027 earnings results on Wednesday, are Wall Street investors as bullish around the AI chip stock as years prior? Yahoo Finance Senior Reporters Brooke DiPalma and Ines Ferré examine the latest note out from Evercore ISI gauging bullish investor sentiment on Nvidia compared to other major chip players.

Advanced Micro Devices (NasdaqGS:AMD) has taken a new equity stake in Marvell Technology. The move links AMD more closely to Marvell's silicon photonics and AI data center interconnect platforms. This step is aimed at supporting a broader AI data center infrastructure ecosystem around AMD's AI products. For investors watching NasdaqGS:AMD, this equity stake follows a sharp run in the stock, with shares at $420.99 and up 88.4% year to date and 266.9% over the past year. The stock has seen a...

Walk through a typical retail brokerage account in 2026 and the AI sleeve looks like a teenager’s bedroom. A little NVIDIA (NASDAQ:NVDA), a little Palantir (NASDAQ:PLTR), a few “AI-adjacent” small caps somebody mentioned on a podcast, maybe a thematic fund bought because the ticker sounded clever. The Themes Generative Artificial Intelligence ETF (NASDAQ:WISE) is the cleanest case ... This AI ETF Shows Why Your AI Portfolio Isn’t Making You Money

Investors will watch inference demand, supply constraints and margins.

Intel is having a moment again, with the Intel (NASDAQ:INTC) turnaround story dragging retail money back into a name that has spent the past four years as a cautionary tale. But the two companies that already won the war Intel is still trying to fight deserve your attention more. I think the Intel trade is ... Stop Buying Intel. You’ve Missed the Train. Buy This Instead

Shares of Advanced Micro Devices (NASDAQ:AMD) are trading near $396 in early action Tuesday. The move caps a stunning run that has the AI chip designer up 50% over the past month and 97.5% year to date. The rally, fueled by a blockbuster Q1 2026 report and a parade of hyperscaler deals, has investors asking ... AMD Just Rallied 50% In a Month: What Could Push the Stock to $500 Per Share?

The question on every Advanced Micro Devices (NASDAQ:AMD) shareholder’s mind is whether the stock can stretch from the low $400s to $500 before year-end. After running the numbers through our proprietary model, the answer is a qualified yes. Our 24/7 Wall St. price target for AMD is $505.08 over the next 12 months, implying 19.98% ... Will AMD Stock Hit $500 This Year?

Bank of America’s May Global Fund Manager Survey landed this week with a finding that should give every semiconductor bull pause. A record 73% of professional investors now call “long global semiconductors” the most crowded trade on the planet, up from 24% in April, the steepest one-month jump on record in the survey’s history of tracked positioning. Nvidia Corp. (NASDAQ:NVDA), Advanced Micro Devices Inc. (NASDAQ:AMD), Micron Technology (NASDAQ:MU) and Intel Corp. (NASDAQ:INTC) anchor that crowd

Chip stocks are tanking as Treasury yields rise amid inflation.

The chip maker's losing streak is probably starting to irk investors. But it isn’t time to worry.

Wall Street futures were heading deeper into the red ahead of Tuesday's opening bell, as investors remained unconvinced about reports on the latest US-Iran diplomacy efforts. Futures tracking the Nasdaq 100 pointed to an 0.8% drop, while S&P 500 futures were down 0.4% and those for the...

Expanding AI and computing demand could drive long-term CPU market growth.

Why Citi Thinks AMD is a Key Winner in the AI CPU Race

With a one-month return of 337.59%, Rackspace Technology, Inc. (NASDAQ:RXT) is among the 8 Best Rising Tech Stocks to Buy According to Hedge Funds. On May 12, BMO Capital raised its price target on Rackspace Technology, Inc. (NASDAQ:RXT) to $5 from $2 while maintaining a Market Perform rating following the company’s first-quarter results. According to the analyst, […]

Nvidia is expected to deliver another blockbuster earnings report on Wednesday, but a shift in how artificial intelligence is used is raising doubts on how long its dominance in AI chips ‌can last. After years of near-monopoly in chips used to train AI systems, Nvidia is facing competition from tech giants building their ‌own chips to capture demand that is shifting toward processors that run AI systems, respond to queries and carry out tasks in real time. This so-called inference market is ​much larger, but also more contested.

The AI chipmaker's stock surged on its open day of trading last week, and it's still well above its IPO price.

Rising geopolitical tensions with China have sharpened focus on the risk of a potential blockade of Taiwan. Such a move could severely disrupt Taiwan Semiconductor Manufacturing’s chip production and shipments for key clients including Nvidia, AMD, Broadcom, and Apple. Investors are assessing how a prolonged disruption could affect global supply chains in technology, autos, and energy, while possibly shifting demand toward non Taiwanese chipmakers and shipping companies. Taiwan...

Cameron Dawson, chief investment officer at NewEdge Wealth, dropped a statistic on Thoughtful Money with Adam Taggart that should reframe how investors think about diversification in 2026. “10 years ago, the semiconductor index or weight in the S&P 500 was 2%. Today it’s 18%,” she said, adding that “that 18% is more than double what ... Semiconductor Exposure in S&P 500 Hits 18%. That’s More Than Double the Tech Bubble Peak.

The headline from Citi's May 18 semiconductor note focused on Intel. The $130 price target on a stock that was trading near $107 was the number that traveled. But buried in the same note was a call on a different chipmaker that carries a disclosure most investors have not yet processed. That ...

President Donald Trump's first-quarter 2026 ethics filing reads less like a disclosure form and more like a trading floor transcript. A newly released Office of Government Ethics (OGE) filing shows Trump’s portfolio executed 3,642 securities transactions in Q1 — roughly...

Leopold Aschenbrenner is putting serious money against AI leaders. The former safety researcher, who was fired from OpenAI in 2024, has revealed in the latest 13F filing that his fund Situational Awareness LP has more than doubled its disclosed equity exposure in the first quarter of ...

Today, May 18, 2026, investors are weighing fresh AI bubble warnings against upbeat analyst calls and new institutional interest in Intel.

Stocks, especially the AI chip sellers, got a dose of reality on Monday, losing value for a second straight day after an incredible rally this year. The Nasdaq finished down 0.5% but pared steeper losses.

Ahead of its Q1 report on Wednesday, May 20, Nvidia stock has pulled back roughly 6% from its recent record high of $236 a share (post-split basis),

​Advanced Micro Devices, Inc. (NASDAQ:AMD) is one of the Best Stocks to Invest in For 5 Years According to Billionaires. On May 13, Evercore ISI reiterated an Outperform rating on Advanced Micro Devices, Inc. (NASDAQ:AMD), Arm Holdings, and Intel. ​The firm noted that the positive rating comes after the Q1 2026 server CPU market share […]

AMD's server CPU revenue could take off substantially over the next five years.

Advanced Micro Devices Inc. disclosed a new position in Marvell Technology Inc. in its latest 13F filing, revealing a stake that appears to have already delivered a sharp paper gain. AMD Bets on MRVL According to the filing, AMD reported...

The Gen Z AI savant’s multibillion-dollar fund made a rash of short positions against chipmakers while expanding its bullish bets on compute and memory stocks.