Notícias

A historic run in memory chips has investors admiring the speed, but the real question is whether the ticket to ride now costs more than the remaining journey.

The chipmaker sent shareholders a fortune in cash, yet the stock itself went nowhere fast. Here’s what owners actually got for their patience and what the trade-off really cost them.

After a monumental run, the chipmaker's stock asks you to weigh resurgent demand for its core products against the steep and uncertain costs of its transformation.

The market is pricing a future where NVIDIA shares are either far higher or significantly lower, and if you own the stock, you already carry that full, two-sided uncertainty.

Most AI investors are gambling on which chip designer comes out on top, but there is a quieter way to profit from the revolution no matter who wins. One manufacturer sits at the center of nearly every AI trend unfolding right now.

Qualcomm shares have fallen over 30% since May despite a bullish Investor Day pivot toward data centers, with the July 29 earnings report seen as key to resolving the analyst divide.

Viasat Inc. recently showcased a landmark technology demonstration in Munich, where it enabled the first fully integrated automotive satellite voice call through a BMW iX3’s infotainment system using its L-band network, Qualcomm’s Snapdragon Auto 5G Modem-RF Gen 2, Cubic3’s eSIM, and Fraunhofer IIS’s NESC AI voice codec over the NB-IoT protocol. This collaboration within the 5G Automotive Association highlights how satellite voice and messaging beyond cellular coverage could become a core...

The chipmaker is forecasting rapid growth from its data center business, but owning a piece of that future comes at a steep price and with significant execution risk.

Tesla heads into Wednesday's Q2 earnings report with a 17% year-to-date loss and a valuation that assumes autonomy will eventually justify everything. Whether this week's call rebuilds confidence or deepens the skepticism depends on a few critical numbers Wall Street is watching closely.

ARM’s stock saw the largest price target cut, though UBS reiterated its 'Buy' rating and retained 'Neutral' ratings for both Qualcomm and KLA.

While investors fixate on the volatile handset market, a different business inside Qualcomm is quietly accelerating and reshaping the company's future.

Semiconductor stocks edged higher on Monday following a recent sell-off.

Semiconductor stocks were poised to jump on Monday.

Following a significant surge, investors must determine if Intel's turnaround is just beginning or if its potential is already reflected in the stock price.

After a historic run-up, Micron's biggest opportunity goes beyond more growth to a fundamental business model change investors are just starting to grasp.

If you hold shares in the chipmaker, the options market shows you are already carrying exposure to a remarkably wide range of potential outcomes over the next year.

Micron Technology (NasdaqGS:MU) reached a US$1t market capitalization for the first time in its history. The company recently completed multiple long-term Strategic Customer Agreements with key Tier 1 automotive suppliers, including Qualcomm, DENSO, and Hyundai Mobis. These agreements aim to secure demand for Micron's memory and storage products in AI-focused automotive platforms. Micron Technology sits at the center of memory and storage used in data centers, consumer electronics, and...

Qualcomm just watched a massive post-Investor Day rally evaporate in weeks, leaving the stock flat on the year and investors questioning whether management's bold $40 billion non-handset target is a roadmap or a mirage.

Micron is expanding its automotive footprint with a string of strategic deals. Could this latest move add more fuel to MU stock’s remarkable rally?

Yahoo Finance's AI winners and losers include TSMC, Moonshot AI, IBM, and the chip industry.

Qualcomm Faces Fresh Wall Street Warning Despite Ambitious AI Growth Plans

Qualcomm has agreed long-term supply deals for memory and storage components for AI-capable vehicles. The arrangements involve Micron and other major automotive technology partners. The agreements aim to support next generation, AI enabled vehicle platforms and improve supply reliability. QUALCOMM, traded as NasdaqGS:QCOM, is pushing further into automotive technology with these new supply agreements, at a time when the stock is priced at $170.61. The share price is down 9.8% over the past...

Intel is expanding its Google Cloud partnership to deploy generative AI across its workforce and speed chip development with advanced cloud computing.

AI hype has pushed most tech stocks into nosebleed territory, but a handful of legacy names keep raising dividends quarter after quarter while quietly plugging into the same buildout everyone else is chasing at a premium.

Its history of deep, prolonged drawdowns is the risk every shareholder carries today.

The chipmaker's shares have pulled back, and while history has rewarded dip-buyers, the price of admission is still steep.

Before Intel's stock price caught fire, the company's own earnings calls were quietly building the case that its core server business was far from obsolete.

If you hold shares in the chipmaker, you are already exposed to a future where the stock could land in one of two very different places, and the options market is putting a price on that uncertainty.

The S&P 500 Index ($SPX ) (SPY ) today is down -1.06%, the Dow Jones Industrial Average ($DOWI ) (DIA ) is down -0.12%, and the Nasdaq 100 Index ($IUXX ) (QQQ ) is down -2.23%. September E-mini S&P futures (ESU26 ) are down -0.95%, and September E-mini Nasdaq futures...

During an interview with CNBC, JPMorgan’s Global Market Strategist, Hugh Gimber, said the chip sector's next leg higher depends on continued Big Tech AI spending.