Notícias

NVIDIA Corporation (NASDAQ:NVDA) is weighing a step that would have seemed unthinkable a year ago: shipping its next-generation Rubin Ultra GPU with less memory than originally promised. According to The Information, the company has been testing at least three versions with reduced high-bandwidth memory, some as low as 192GB to 256GB, well below the 1 […]

The chipmaker’s stock performance gets all the attention, but behind the scenes it runs one of the largest cash-return machines on the market.

Institutional caution could become fresh buying pressure fast

The market is demanding proof that AMD can convert enormous customer agreements into profitable accelerator deployments.

AMD's revenue has climbed steadily for eight straight quarters, while ARM's growth pattern tells a starkly different story.

Advanced Micro Devices, Inc. (NASDAQ:AMD) delivered exactly the quarter investors ask for: record sales and a healthy beat, but the stock fell more than 8%. The reason behind it: SpaceX CEO Elon Musk said on August 4 that his company would build exclusively on NVIDIA Corporation (NASDAQ:NVDA) chips going forward: “Going forward, we have decided […]

The world's largest foundry is rebounding as investors prepare for the earnings report that could reset semiconductor expectations.

NVIDIA's strong AI demand, 91B revenue outlook and attractive valuation point to potential upside ahead of fiscal Q2 earnings.

The chipmaker's business keeps getting better. The argument is over which end of a wild 52-week range tells the truth.

AMD just posted its best quarter ever while Nvidia shipped its way toward a trillion-dollar runway, and now every hyperscaler has to decide whether a credible second source is worth betting on.

SpaceX just handed NVIDIA a high-profile win by locking in 20% of its next platform, leaving AMD without a flagship logo at the worst possible moment. The real question is whether this signals a crack in Lisa Su's ambitions or just the cost of competing in a market built on scarcity and politics.

CBRS CS-4 boosts inference speed and power efficiency as cloud demand surges, while NVIDIA and AMD intensify competition.

NVDA heads toward its Q2 earnings release with revenues expected near $91 billion as AI, Data Center and Blackwell demand fuel growth prospects.

STX's storage-focused AI strategy, HAMR roadmap and valuation give it an edge over AMD in the race to capitalize on AI infrastructure.

NVIDIA reports after the close on August 26, and the setup heading into that print is unlike anything the stock has seen in years. Here is why analysts, prediction markets, and booked backlog all point in the same direction.

Micron's record revenue arrived on shipments that barely grew, which leaves the price of memory carrying the entire case.

Wall Street has some mixed opinions on these three stocks.

Riot Platforms, Inc. (NASDAQ:RIOT) struck a $9.1 billion, 20-year computing deal with Anthropic this week, leasing 191 megawatts of power at its Rockdale, Texas campus. The deal could grow to $16.1 billion if extended twice by five years each. Shares initially jumped more than 20% before giving back most of the gain. Why This Matters […]

Taiwan Semiconductor Manufacturing Co. is the world’s largest chipmaker. Here’s how it grew into the semiconductor behemoth it is today.

Coatue Management started a new AMD stock position worth $55.8 million in Q2, joining a wave of fresh AI bets from the hedge fund giant.

For those holding Advanced Micro Devices, here is a way to get paid a real income now, money you keep no matter what, in exchange for capping your gains at a higher price.

A powerful business turnaround is fueling this chipmaker's stock, but a recent pullback forces every investor to ask if the real opportunity has already been priced in.

Cathie Wood and Stanley Druckenmiller are looking at the same AI chip stock and moving in opposite directions. ARK Invest sold 25,917 Advanced Micro Devices, Inc. (NASDAQ:AMD) shares across four ETFs on August 17 while simultaneously adding Nvidia across five funds. The move continued a pattern of trimming AMD exposure: ARK’s second-quarter filing showed about […]

A semiconductor giant has fallen back to a familiar battleground, forcing investors to ask if the past is any guide to the future.

ASIC runs above 1,000 TOPS on TSMC's 5-nanometer process

Autonomous rideshare operator — which is owned by Alphabet (GOOG, GOOGL) — has begun building its own AI chips to better optimize sensor data, according to Bloomberg. Yahoo Finance Tech Editor Dan Howley examines Waymo's move to bring more of its technology in-house.

Cathie Wood Dumps AMD Stock Again After $13 Million Sell-Off

Marvell's deeper Google relationship adds another competitor for AI inference workloads already contested by Nvidia.

Nvidia's AI ecosystem gives it an edge in the AI chip trade -- here's how Broadcom and AMD stack up.

Druckenmiller's Duquesne Family Office just dumped its entire position in Micron stock.