Apenas manchetes de alto sinal - eventos macro, resultados, M&A, regulatório. Listicles e clickbait de analistas filtrados por padrão. Atualizado a cada hora.
Our AMD (NASDAQ:AMD) call is one of the tougher ones we’ve made this quarter. The stock has done what few thought possible, doubling in months on the back of an AI accelerator story that is finally landing with hyperscalers. The 24/7 Wall St. price target for AMD is $480.90 over the next 12 months, roughly […]
Fidelity Investments, an investment management company, recently released its second-quarter 2026 investor letter for the “Fidelity Dividend Growth Fund”. The letter can be downloaded here. The Fidelity Dividend Growth Fund is a diversified large-cap equity strategy focused on capital appreciation through investments in large- and mid-cap stocks with strong dividend growth prospects. The fund returned […]
Marvell has shed a third of its value since summer even as its fundamentals keep accelerating, and one Wall Street analyst just planted a target so far above the current price that it reads like a provocation. Here is why the gap exists and whether the bull case holds up.
The company said the module consumes more than 60% less operating power than four 128GB DDR5 modules.
Advanced Micro Devices' strong earnings outlook and AI growth keep investors interested, while SOXX, GAMR and IGPT offer diversified exposure to its upside.
Micron stands out with stronger near-term growth, accelerating AI memory demand and a far lower valuation despite capex and memory-cycle risks.
Nvidia shares just dropped over 8% in a week while AI slowdown headlines pile up, and that is exactly when one investor keeps hitting the buy button with more conviction than ever.
NVIDIA, AMD and Intel attempt to rebound as AI spending fears and higher rates pressure semiconductor stocks.
With Agentic AI accelerating CPU server chip demand, Wall Street believes Advanced Micro Devices, Inc. (NASDAQ:AMD) is one of the primary beneficiaries taking share. On September 9, Piper Sandler analyst David O’Connor initiated coverage on AMD (NASDAQ: AMD) with an Overweight rating and a $600 price target. Analyst O’Connor estimates revenue for FY26-30 to grow […]
AMD and Intel both posted blockbuster Q2 2026 data center numbers, but one company is quietly locking up the customers, the sockets, and the AI rack deals while the other burns billions fixing its factories.
Nvidia is on track to shake up a processing market currently dominated by Intel and AMD.
While profitability is essential, it doesn’t guarantee long-term success. Some companies that rest on their margins will lose ground as competition intensifies — as Jeff Bezos said, “Your margin is my opportunity”.
Chip stocks slid as Dario Amodei's AI slowdown call rattled markets, but analysts say a crash is not the base case yet.
President Donald Trump has rejected calls to slow frontier AI development on September 13, arguing that the US must preserve its lead over China. That is decisive directly for NVIDIA Corporation (NASDAQ:NVDA) and Advanced Micro Devices, Inc. (NASDAQ:AMD), because both sell computing systems whose demand could change if frontier labs deliberately stretch out model-development cycles. […]
AI fears are mounting.
Wall Street stocks fell Monday on weakness in tech shares after leading artificial intelligence executives said advances should be slowed, as markets also contended with higher oil prices and Treasury bond yields.Losses tempered as the session progressed with crude oil prices and US bond yields moderating somewhat.
AMD stock sinks on high-profile warnings calling for a slowdown in AI model development. Here’s what these warnings mean for AMD shares.
Calls for slower AI development challenge sentiment, but they do not establish that customers have canceled orders.
Walter Isaacson, the Musk biographer and Tulane professor, says AI companies may face greater liability after their leaders acknowledged that increasingly capable systems can cause harm, as Nvidia Corp. (NASDAQ:NVDA) and Advanced Micro Devices Inc. (NASDAQ:AMD) slid Monday. “The definition...
If you own Intel (INTC) or NVIDIA, you own the same shortage. Both said the same thing at their latest reports: buyers want more compute than either can ship, and supply rather than demand is the limit. The fork is what each does about it. NVIDIA sells into the shortage and keeps most of what it collects. Intel has to build the capacity first, and it is paying for that now.
Two finance podcast hosts just aired a live disagreement over where AI money flows next, and the stock they split on has already posted triple-digit revenue growth that most investors are pricing as if it will never repeat.
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