Notícias

AMD’s second quarter saw revenue and non-GAAP profit both exceed Wall Street expectations, yet the market reacted negatively. Management attributed the quarter’s results to robust adoption of its EPYC server CPUs and Instinct accelerators, particularly within the data center segment, which now makes up nearly 60% of total revenue. CEO Lisa Su highlighted “record server CPU revenue” and noted that sales were powered by cloud and enterprise demand, as well as broader adoption across industries ran

Cerebras Systems (NASDAQ:CBRS) reported record second-quarter core revenue and raised its full-year outlook, as the AI infrastructure company said it is expanding data-center capacity, manufacturing output and customer deployments to support anticipated growth beginning in 2027. Chief Executive Off

AMDL gives traders twice the upside of AMD's booming AI momentum, but it also locks them into twice the exposure to the one problem AMD still cannot solve.

Advanced Micro Devices, Inc. (NASDAQ:AMD) is trading at roughly 70x forward earnings, but Phillip Securities believes this premium is justified given its positioning for rising agentic AI demand. On August 11, the firm’s analyst Yik Ban Chong reiterated a Buy rating on the stock with a $755.00 price target. According to the firm, AMD’s client and […]

The next leg of the rebound may be more selective

Intel's stunning 176% run has the semiconductor sector buzzing, but with AMD trading at a jaw-dropping 123x earnings and a fresh dilution event on the table, figuring out where to hold and where to fold across chip stocks has never been more consequential.

Jim Cramer just named Intel a major focus name and pointed directly at CEO Lip-Bu Tan, but Wall Street's cautious consensus tells a very different story about where this explosive turnaround actually stands.

Jim Cramer is hosting a semiconductor-focused CNBC Investing Club call Thursday at noon. The AI capex cycle is running hotter than any point in the last two years, with hyperscalers, sovereigns, and enterprises racing to secure compute. These five names matter most, ranked by AI-driven revenue growth, earnings execution, margin expansion, and forward guidance strength. ... 5 Semiconductor Stocks Jim Cramer Could Be Talking About on Thursday

Super Micro's outlook lifts chip stocks.

Microsoft, TSMC, and AMD each own a different layer of the AI stack, but owning all three at current prices is not the same trade. One name is running years ahead of the deliverables that would justify it.

Cerebras Systems Inc. (NASDAQ:CBRS) reports second-quarter earnings after the bell today, its second report as a public company. Analysts expect a loss of roughly 17 cents per share, while Cerebras has guided to core revenue of about 194 million dollars,...

AMD and Intel both posted their strongest quarters in years, but the businesses underneath look nothing alike. One is riding an AI wave with premium margins, the other is burning billions to rebuild from the ground up.

MYR Group's AI, energy and electrification exposure, strong backlog and earnings growth make it a compelling infrastructure play.

The best quarter in the company's history came from memory prices rather than from selling more memory, and its biggest new contracts now put a ceiling over those prices.

NVDA's $500B financing push is likely to lower AI factory funding barriers, boosting demand for GPUs, networking products and software.

Nvidia, Cerebras, and AMD could all be inference winners.

AMD expects Helios to generate billions of dollars in its first full quarter and its AI business to more than double in 2027.

Cerebras Systems stock has had a wild ride in a crowded field. But its Wafer-Scale Engine shows promise as AI enters a new era.

Data center revenue doubled, driving record profitability and raised guidance.

Advanced Micro Devices, Inc. (NASDAQ:AMD) beat Wall Street’s estimates across the board Tuesday, with revenue up 50% and data center sales more than doubling. The stock still fell as much as 10% in extended trading anyway. Sandisk Corporation (NASDAQ:SNDK) is up more than 400% this year already, reports its own results on Wednesday under even […]

At $422, Broadcom (AVGO) is being priced to deliver 26% revenue growth annually for the next 5 years simply to defend today's 68.4x multiple. That sits below the 32% the business is currently growing at, which is the unusual part. The multiple has already priced in a slowdown that has not yet appeared.

This band is not a panic premium; it sits close to what the stock has actually delivered over the past year, and a holder carries every bit of that width.

Cerebras Stock Gets a Fresh Boost as Wedbush Eyes $280 Target

Intel announces a $20 billion common stock offering, dumping 210 million shares priced at $95 each.

One data center deal points to much bigger demand ahead

A big data center lease just sent Riot Platforms shares soaring, after Bloomberg named the undisclosed tenant as Anthropic.

Advanced Micro Devices (NASDAQ:AMD) expects continued rapid growth in its server CPU and data center businesses as demand for AI inference systems, including agentic AI workloads, expands, according to Matt Ramsay, the company’s corporate vice president of financial strategy and investor relations.

Riot Platforms, the Bitcoin miner-turned-data center operator, has struck a $9.1 billion compute supply deal with Anthropic, a source tells Barron’s.

INTC's 25% revenue jump, surging data center sales and AI PC growth point to a stronger recovery, even as margin and China risks persist.

Rackspace Technology (NASDAQ:RXT) reported second-quarter revenue of $670 million, up 1% from a year earlier, as the company outlined an expanded enterprise AI infrastructure strategy built around managed compute, inference and sovereign AI deployments. Chief Executive Officer Gajen Kandiah said th