Notícias

During Meta’s (NASDAQ:META) Q1 2026 earnings call, Zuckerberg said something that most other hyperscalers skimmed over. He said that while Meta Platforms was expanding its data center capacity and increasing its spending, he said, “…we are increasing our infrastructure capex forecast for this year. Most of that is due to higher component costs, particularly memory ... Zuckerberg Just Gave Away Why You Should Buy Micron, Not Meta

MU surged past a $1T valuation as AI-driven memory shortages boosted pricing power and HBM demand, with growth momentum still building.

The US stock market fell as AI chip leaders saw profit-taking and oil crashed 6% on a US-Iran Strait of Hormuz framework deal.

AMD's stock price is growing much faster than the company.

AMD's data center revenue surged 57% to $5.78B as EPYC and Instinct ramp; Helios/MI platforms fuel big AI ambitions amid fierce rivals.

AMD (NASDAQ:AMD) stock is up over 2x this year and more than 4x in the last twelve months. AMD stock is up over 2x this year and more than 4x in the last twelve months. The driver is simple: the AI build-out is enormous - and which company, big or small, or which government, rich or poor, doesn't want to own a piece of it.

Memory chips are the hottest play on artificial-intelligence hardware, and Micron Technology has been among the hottest stocks in the space. It has company in SK Hynix, the South Korean memory-chip maker, whose shares have also surged. Micron stock had an incredible day on Tuesday, when it surged 19% after UBS raised its price target on the stock to $1,625 from $535, arguing long-term supply agreements justified a higher price-to-earnings ratio for the company.

TSM stock rose Wednesday after Taiwan Semiconductor Manufacturing announced plans to raise prices on its leading-edge chips.

AMD and Broadcom both have 50% upside potential over the next year.

Analysts remain divided on how quickly AMD can reach the milestone.

Intel (INTC) stock is up over 6x in the past twelve months, trading at over $120 per share currently.

When it comes to Nvidia (NASDAQ: NVDA) and Advanced Micro Devices (NASDAQ: AMD), for a retirement-focused investor allocating capital today, which CEO and which silicon empire deserves the slot? Distant cousins Jensen Huang and Lisa Su run the two companies defining the artificial intelligence (AI) buildout, and the stocks have rewarded patience in very different ways. ... 2 CEOs, 1 AI Empire: Why Jensen Huang and Lisa Su Are on a Collision Course

OneQode’s phased rollout begins with AMD Instinct MI355X GPUs, with future plans to introduce the AMD Helios platform.

The recent launch of Microchip Technology's 3.3 kV HV‑D3 mSiC® Power Modules marks a significant development in the AI chips landscape, particularly for AI hyperscale data centers. These new silicon carbide modules are designed to facilitate the adoption of solid-state transformers (SSTs), which offer improved power efficiency and reduced conversion stages, enhancing the delivery of power directly from the medium-voltage grid to server racks. The innovation addresses limitations traditionally...

Micron Technology was gaining again early Wednesday as it built on its surge from the previous day. Micron shares were up 5.5% at $945.04 in premarket trading. The stock rose 19% on Tuesday, fueled by a research note from UBS which raised its price target for Micron to $1,625 from $535, arguing long-term supply agreements justified a higher price-to-earnings ratio for the company.

There are some excellent quantum computing stocks, but here's one to add to the list.

The most-talked-about stocks in the Reddit subforum Wallstreetbets were mostly advancing premarket h

There's increasing competition in nearly all parts of the AI space -- except for one.

Trades suggest investors are piling into smaller, niche chip stocks, as many tier-1 semiconductor names have already run up sharply.

The chip maker is investing $10 billion in Taiwan to ramp up the manufacturing capacity for its next-gen chips.

Shares of wireless chipmaker Qualcomm (NASDAQ:QCOM) jumped 3.5% in the afternoon session after Micron's UBS-led surge ignited a semiconductor rally.

Semiconductors have been the trade of 2026, and the Direxion Daily Semiconductor Bull 3X Shares (NYSEARCA:SOXL) has been the vehicle retail traders keep reaching for. SOXL is up about 291% year to date and roughly 792% over the past year, and inflows have followed the chart. The same math that produced those gains produced a ... SOXL Lost 90 Percent in 2022 While Semiconductors Themselves Fell 35 Percent, And the Daily Reset Math Hasn’t Changed

A number of stocks jumped in the afternoon session after Micron's UBS-led surge ignited a semiconductor rally.

On May 26, 2026, Micron’s surge helped propel the S&P 500 and Nasdaq to fresh records even as the Dow lagged.

The real threat to the tech sector isn't a lack of AI ideas, but a classic economic shock. The overproduction of computing power.

OneQode has partnered with Advanced Micro Devices (NasdaqGS:AMD) to deploy AMD Instinct GPUs and Helios rack-scale solutions. The rollout targets global AI infrastructure needs, with a focus on high-performance compute, low latency, and sovereignty-focused workloads. This agreement extends AMD's AI data center reach beyond traditional hyperscaler customers into new regions and use cases. For investors tracking NasdaqGS:AMD, this partnership comes at a time when the stock is trading at...

Qualcomm shares gain on reports of a landmark AI chip deal with TikTok-parent ByteDance. Here’s what the reported agreement really means for QCOM stock in 2026.

The S&P 500 Index ($SPX ) (SPY ) on Tuesday closed up +0.61%, the Dow Jones Industrial Average ($DOWI ) (DIA ) closed down -0.23%, and the Nasdaq 100 Index ($IUXX ) (QQQ ) closed up +1.76%. June E-mini S&P futures (ESM26 ) rose +0.61%, and June E-mini Nasdaq futures...

A number of stocks jumped in the afternoon session after Micron Technology surged on a UBS price target hike that signaled AI hardware demand is structurally undersupplied.

A number of stocks jumped in the afternoon session after Micron Technology surged on a UBS price target hike that signaled AI hardware demand is structurally undersupplied.