Notícias

Qualcomm stock surged Monday and is on pace for its first record close since 2024 as enthusiasm around AI chips and data-center demand continues to build.

Chipmaker Cerebras Systems increased the size of an upcoming initial public offering in a sign of continued strong demand for AI stocks.

Shell and Toyota warn geopolitical risks remain elevated

Advanced Micro Devices, Inc. (NASDAQ:AMD) is one of the 9 Best American Semiconductor Stocks to Buy According to Analysts. On May 7, 2026, Rackspace Technology and Advanced Micro Devices, Inc. (NASDAQ:AMD) announced the signing of a memorandum of understanding outlining a multiyear strategic partnership focused on building an Enterprise AI Cloud designed for regulated enterprises […]

Look at the most actively traded stocks on the S&P 500 this morning and you'll find some of the past few days' usual suspects: After powering the index to a fresh record Friday, chipmakers are the stocks changing hands the most this morning, extending their breakneck run-up.

Rackspace Technology (NASDAQ:RXT) shares climbed as much as 10% on Monday morning, continuing the strong momentum seen after last week’s explosive rally. The stock surged 56% on Friday and has now gained more than 200% since the company released earnings and announced a strategic partnership with AMD on May 7.

Stock Market Today: Futures were down while oil prices rose on Iran tensions. Intel, Lumentum, Moderna, Circle Internet are winners..

Intel, Micron, Advanced Micro Devices, Sandisk and QQQ have been highlighted in this Investment Ideas article.

Micron and AMD lead another semiconductor rally

Investing.com -- Intel shares have risen a further 6.6% in premarket trading on Monday, extending a remarkable run that has seen the chipmaker gain 125.6% over the past month and 230.7% year-to-date.

NVIDIA has announced the addition of Suzanne Nora Johnson to its board of directors, effective July 13, 2026. Her extensive leadership experience across finance, technology, and healthcare is anticipated to provide significant strategic insights for NVIDIA as it continues its advancements in AI and accelerated computing. Johnson's previous roles at Goldman Sachs and current board positions emphasize her expertise and potential contribution to NVIDIA's efforts in shaping the future of AI...

Nvidia stock looks to be taking a breather before making another run at a record ahead of its earnings.

Microsoft Meta Platforms Alphabet and Amazon.com collectively plan capital spending of $725 billion this year, much of it on artificial-intelligence chips. But that is another good reason for TSMC to spend.

On Thursday, Cathie Wood-led Ark Invest made notable trades involving Advanced Micro Devices Inc. and Tempus AI Inc.. These trades reflect Ark’s strategic repositioning amid evolving market dynamics. The AMD Trade ARK Innovation ETF fund reduced its stake in Advanced...

Nvidia Corp.'s latest partnership with IREN Ltd. underscores the chip giant's aggressive strategy to scale AI infrastructure globally as demand surges and competitive pressure from Advanced Micro Devices, Inc. intensifies. Nvidia Expands AI Infrastructure To Defend Market Leadership Speaking to...

The artificial intelligence infrastructure boom is showing no signs of slowing down.

We just covered Cathie Wood’s 11 Biggest AI and Data Center Stock Picks. Advanced Micro Devices Inc (NASDAQ:AMD) ranks #3 (see Cathie Wood’s 5 Biggest AI and Data Center Stock Picks). Cathie Wood’s Stake: $551,414,664 Advanced Micro Devices Inc (NASDAQ:AMD) does not need to beat Nvidia to be a winner. It can do very well simply by […]

AMD is expected to deliver strong growth ahead, driven by solid demand for its EPYC server CPUs and Instinct GPUs.

Both chipmakers have been among the hottest stocks in the market so far this year.

Wall Street weighs the bottlenecks within the AI trade.

Investing.com -- Here are the biggest analyst moves in the area of artificial intelligence (AI) for this week.

The chipmaker's stock has more than doubled already in 2026. Have shares become overvalued, or is it a buy?

AMD's management sounds more confident than ever in the company's AI position.

Advanced Micro Devices (NasdaqGS:AMD) and Rackspace Technology have agreed a multi-year partnership to build a managed Enterprise AI Cloud for highly regulated sectors. The platform will use AMD Instinct GPUs and EPYC CPUs, with a focus on security, governance, and regulatory compliance. The collaboration is aimed at organizations that need sovereign and compliant AI solutions, an area often underserved by general purpose cloud offerings. For investors tracking NasdaqGS:AMD, this move comes...

AMD is an AI stock on the rise, and it's leaving Nvidia's gains in the dust.

Shares of Advanced Micro Devices (AMD) are up 112.5% year-to-date, with the majority of the gains achieved in recent weeks. From March 31 through May 8, AMD shares jumped 123.76%, according to Morningstar data, as Wall Street grew more optimistic about the company’s position in the AI ...

Advanced Micro Devices, Inc. (NASDAQ:AMD) is one of the stocks Jim Cramer shared his thoughts on as he discussed Big Tech’s AI spending. Cramer noted how the analyst downgrade of the stock was wrong, as he stated: In November, she (CEO, Lisa Su) thought that her CPU market would grow at about an 18% clip. […]

AMD stock has nearly doubled this year, but it could have more room to run.

The Fast Money panel on CNBC zeroed in on the question every AI investor is asking: How much longer can NVIDIA (NASDAQ:NVDA) keep printing? One panelist captured the bear unease bluntly, saying investors can’t get past the worry that “the party is going to end soon.” The Bear Case: The Run Already Happened The skeptical ... NVIDIA: ‘The Party Is Going to End Soon’ According to CNBC

Advanced Micro Devices Inc. (NASDAQ:AMD) is one of the best high volume stocks to invest in according to hedge funds. On May 5, AMD reported Q1 2026 revenue of $10.3 billion, a 38% increase year-over-year. The Data Center segment officially became the company’s primary growth engine, contributing $5.8 billion (up 57% year-over-year) due to high […]