Notícias

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

The S&P 500 Index ($SPX ) (SPY ) is up +0.25%, the Dow Jones Industrial Average ($DOWI ) (DIA ) is up +0.07%, and the Nasdaq 100 Index ($IUXX ) (QQQ ) is up +0.85%. September E-mini S&P futures (ESU26 ) are up +0.38%, and September E-mini Nasdaq futures (NQU26...

SpaceX just unveiled plans for a factory 15 times the size of the Pentagon, and its stated goal is to shatter the memory chip oligopoly. That ambition forces a hard choice for retirement investors holding semiconductor stocks right now.

Is now the time to buy LRCX? Find out in our full research report (it’s free).

LRCX expands into PLP as larger AI chips drive demand, targeting a fast-growing advanced-packaging opportunity.

Investing.com -- In a note on Tuesday, Bernstein lifted its forecasts for wafer fabrication equipment (WFE) spending, raising price targets across its semiconductor equipment coverage on growing conviction that the current upcycle "has legs."

Intel stock was down after it said it plans to issue 210.5 million shares at a price of $95 a share.

Applied Materials' AI-driven semiconductor exposure, strong earnings outlook and broad technology portfolio support the case to accumulate the stock.

Tesla and SpaceX's $16.8B Terafab plan could spur demand for chipmaking tools, putting four equipment stocks in focus.

BofA, JPMorgan & Oppenheimer name their top 3 AI stocks. See the $255 Palantir target, $365 Amazon call and $400 Lam Research price target.

KLA Corporation just delivered a clean earnings beat and bullish forward guidance, yet the stock plunged double digits anyway. One top Wall Street analyst sees that panic as the setup of the year in semiconductor equipment.

Record revenue and margins driven by NAND demand surge and strong customer support services.

The Texas complex aims to produce more than one terawatt of AI computing capacity annually.

Accenture's revenue has swung quarter to quarter, while Lam Research continues to post steady growth.

Lam, The Cheesecake, Vertiv and Fortinet have been highlighted in this Screen of The Week article.

Everyone racing to own AI chip stocks may be buying into the wrong part of the supply chain. The real toll booth sits one step behind the GPUs, and one company collects on every wafer that makes next-gen AI hardware possible.

Applied Materials just handed investors a brutal one-month loss, yet one prominent Wall Street analyst sees the selloff as a setup for gains that would dwarf the broader market. The reasoning behind that call challenges everything the bears are pricing in right now.

Lam Research (LRCX) has drawn fresh attention after reporting quarterly and full year results on July 29, 2026, along with new guidance for the September quarter and commentary tied to AI driven semiconductor demand. See our latest analysis for Lam Research. At a share price of US$307.42, Lam Research has seen a sharp 7 day share price return of 21.82% after recent earnings and guidance, even though the 30 day share price return is down 12.22%. The 1 year total shareholder return of 222.20%...

This linchpin of the AI chipmaking market still has plenty of upside potential.

The S&P 500 Index ($SPX ) (SPY ) today is up +0.31%, the Dow Jones Industrial Average ($DOWI ) (DIA ) is up +1.05%, and the Nasdaq 100 Index ($IUXX ) (QQQ ) is down -0.03%. September E-mini S&P futures (ESU26 ) are up +0.33%, and September E-mini Nasdaq futures...

Celestica, Zurn Elkay, Lam, BE Semiconductor and Johnson Controls have been highlighted in this Screen of The Week article.

August 5 (Reuters) - A look at the day ahead in European and global markets from Wayne Cole.

Applied Materials (AMAT), Lam Research (LRCX), and KLA (KLAC) sell machines used to manufacture and inspect processors and memory chips. Cloud providers purchase finished processors and memory for artificial intelligence data centers. Chip manufacturers may need more factory equipment when server ...

The biggest companies in the world call the S&P 500 (^GSPC) home, but only a handful are still growing rapidly. Some of these industry leaders are executing exceptionally well and rewarding shareholders.

KLA Corporation just cratered 40% from its highs despite beating earnings five quarters in a row, leaving Wall Street torn between a China-risk nightmare and a structural AI story that one analyst thinks is worth 78% more than today's price.

Worries over increased competition from China sent semiconductor stocks lower on Monday.

The chip-equipment maker just capped a record fiscal year with an 18% one-day jump in its stock.

The equipment maker's big jump came on a rival's blowout report. Its own turn arrives in less than two weeks.

(Bloomberg) -- Equity investors are learning a harsh lesson this corporate earnings season: Not all artificial intelligence trades are created equal.Most Read from BloombergSingapore's Gated Island for the Rich Is Marred by Decayed HomesMoonshot’s Kimi Uses 20,000 Nvidia Chip Cluster From AlibabaTrump Orders Iran Attack as Soon as This Weekend, WSJ SaysAnthropic AI Models Hacked Three Organizations During TestsVitol, Cargill Cut Ties With Radiant World Amid Fake Invoice ConcernsWhile profits at

Investing.com -- In a note to clients on Friday, Mizuho pushed back on mounting concerns that Chinese memory maker CXMT will flood the DRAM market and crush pricing, telling investors the fear is overblown.