Apenas manchetes de alto sinal - eventos macro, resultados, M&A, regulatório. Listicles e clickbait de analistas filtrados por padrão. Atualizado a cada hora.
Here is the trade of the decade: hyperscalers are spending hundreds of billions on AI infrastructure, and almost all of that money lands on one company’s income statement. NVIDIA (NASDAQ:NVDA) just guided fiscal first quarter 2027 revenue to roughly $78 billion, on top of full year fiscal 2026 revenue of $215.94 billion, all delivered at ... NVIDIA Robs All of Big Tech. Except Apple
Hours before lifting a glass with President Trump at a state banquet in Beijing’s Great Hall of the People on Thursday, Chinese leader Xi Jinping delivered a pointed warning about Taiwan. If the issue is “handled poorly,” Xi said, the two countries could “collide or even clash,” putting the entire U.S.-China relationship in “an extremely ... Xi Warns Trump of Possible “Clash” Over Taiwan Just Hours Before Banquet Toast
Shares of Intel (NASDAQ:INTC) are trading at $115 in midday action Thursday, down 4% on the session. Even with today’s pullback, INTC stock has gained 82% over the past month, a truly impressive move. The natural question for chip investors is whether Intel is actually beating Advanced Micro Devices (NASDAQ:AMD). AMD stock is at $445, ... Intel Just Ripped 82% in a Month, but Is It Beating AMD?
Advanced Micro Devices unveils Ryzen PRO 9000 workstation chips with 3D V-Cache, boosts performance for AI, simulation and gaming, with rollout set for H2 2026.
Cerebras' chips are far different from Nvidia's, but both are designed to power AI data centers.
Lisa Su’s pitch on the Q1 call had a specific shape. She’s arguing that the ratio of CPUs to GPUs inside an AI data center is about to collapse. “…in the past, the CPU to GPU ratio was primarily just as a host node in like a 1:4 or 1:8 configuration node, now changing and ... If Lisa Su Is Right, AMD Could Be as Big as Nvidia
The AI data center market is growing -- for everybody but Intel.
The Roundhill Memory ETF (DRAM) has become the fastest-growing ETF ever, soaring past $6.5 billion in managed assets. This comes as memory chip stocks like Micron Technology (MU) surge by 180% year-to-date in 2026 and Sandisk (SNDK) skyrocketing over 3,200% over the past year alone. Roundhill Investments CEO Dave Mazza — whose firm manages the fund — comes on Market Catalyst to talk about the ETF's growth and the supply and demand dynamics at play with AI data center projects.
President Trump’s delegation to Beijing this week included 17 American chief executives. Fifteen flew commercial or on corporate jets. Two boarded Air Force One: Tesla (NASDAQ:TSLA) CEO Elon Musk and NVIDIA (NASDAQ:NVDA) CEO Jensen Huang. Huang was a late addition, joining the plane during a refueling stop in Alaska after nearly a year of lobbying ... Trump Brought 17 CEOs to China. Only Two Got Seats on Air Force One: Elon Musk and Jensen Huang
Seagate is riding the AI storage boom as cloud demand, HAMR adoption and strong cash flow fuel growth despite valuation concerns.
Every AI chip has to be physically manufactured. And as chips get smaller and more complex, the machines required to build them get more specialized and more expensive. Applied Materials (NASDAQ:AMAT) makes those machines. As semiconductors shrink to sizes measured in nanometers, only a handful of companies have the tools to do it. AMAT is one of them, and increasingly, it's the one chipmakers can't work around. With the industry pouring record capital into new factories, AMAT's order books are
AMD is establishing itself as an important player in the AI infrastructure space thanks to sizable contracts that signal a significant acceleration in long-term growth.
It’s an opportunity for investors to earn 50% while the company’s market capitalization marches toward $8 trillion. This, of course, is about Nvidia the artificial-intelligence chip giant that has transformed the stock market and may be on its way to transforming the entire U.S. economy. As CEO Jensen Huang accompanies President Donald Trump on his state visit to China and Nvidia prepares to report earnings after the close on May 20, the company is on the cusp of earning more than $190 billion in calendar year 2026.
Generac and Meritage Homes have been highlighted as Zacks Bull and Bear of the Day
Intel stock has led the chip rally but it faces fierce competition from Arm and Advanced Micro Devices.
Advanced Micro Devices (NASDAQ:AMD) and Arm Holdings (NASDAQ:ARM) continued to strengthen their positions in the server processor market during the first quarter of 2026, taking additional share from Intel (NASDAQ:INTC), according to a new report published by UBS. The report also showed that personal computer shipments remained weaker than typical seasonal patterns for a second consecutive quarter.
Investing.com -- AMD and ARM continued to gain ground in the server chip market at Intel’s expense in the first quarter of 2026, according to a report from UBS, which also found that PC shipments came in below seasonal norms for the second consecutive quarter.
The stocks featured in this article are seeing some big returns. Over the past month, they’ve outpaced the market due to some combination of positive news, upbeat results, or supportive macro developments. As such, investors are taking notice and bidding up shares.
Two chip designers are pulling hard on the AI build-out, but one looks like a far more dependable long-term bet.
Although the chip complex has spent the last six months looking unstoppable, Wall Street is starting to whisper that the heat may finally be coming out of the trade. A Reuters analysis is warning that the “sizzling” semiconductor trade is at risk of cooling and could stall the broader US stocks rally. The iShares Semiconductor ... Wall Street Is Worried About a ‘Sizzling’ Semiconductor Trade. History Says Cooling Periods Like This Set Up the Next Leg Higher
The hot new chip company has major deals with OpenAI and Amazon.
Advanced Micro Devices (NASDAQ:AMD) used its 2026 Annual Stockholders Meeting to secure shareholder approval for its director slate and key governance items, while Chair and CEO Lisa Su outlined the company’s growth strategy centered on artificial intelligence and data center computing. The virtual
A larger total addressablea market may be a reason for optimism when it comes to Qualcomm.
The upcoming Q2 earnings release for Applied Materials could make or break the ongoing rally that has the stock up 150% over the past year.
UBS believes Dell’s server demand is already priced in after the stock has nearly doubled this year.
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