Notícias

Cerebras Systems is scaling AI inference with faster systems, hyperscaler partnerships and capacity expansion as NVIDIA and Alphabet intensify competition.

Most of the AI trade is hitting the brakes this morning.

Yahoo Finance Senior Markets Reporter Ines Ferre and DA Davidson Head of Technology Research Gil Luria break down the tech stock (XLK) pullback following calls to slow AI development, while highlighting the renewed strength in the cybersecurity sector.

A Great Rethink on AI buildouts this weekend is sending AI stocks lower ahead of the opening bell.

AMD has surged over 200% in a year, locked in multi-gigawatt AI deals with OpenAI and Meta, and still has its entire senior leadership selling shares into the rally. One of those facts should give you serious pause before you touch this stock.

The Nasdaq dropped more than 1% Monday as chip stocks slid and oil climbed above $108 a barrel on Middle East supply fears

Here's a check of the markets in the first few minutes of trading.

A weekend essay from an AI CEO that never named a single chipmaker just sent Intel, AMD, and NVIDIA sliding in unison, and the order in which they fell tells a story that contradicts the obvious explanation.

Advanced Micro (AMD) has been one of the stocks most watched by Zacks.com users lately. So, it is worth exploring what lies ahead for the stock.

AMD's 34% revenue surge and 12.5% net margin contrast sharply with ASML's 29.4% profitability and $12.3 billion in free cash flow.

Tight DRAM supply, soaring HBM demand and long-term customer deals could fuel growth for MU through 2027 and beyond.

Iren stock is double upgraded and J.P. Morgan sees 48% with business momentum continuing for the burgeoning neocloud company.

The benchmark US stock measures were tracking in the red before the opening bell Monday as traders a

Advanced Micro Devices (NASDAQ:AMD) shares fell 5. 6% in pre-market trading on Monday to $487.

Nvidia stock was dropping with Broadcom and AMD on the prospect of an AI slowdown but it could be better shielded than its peers.

Shares of major technology companies fell early Monday after leading artificial intelligence executi

Hewlett Packard Enterprise stock is downgraded as a Wall Street firm doesn’t believe there’s much more upside.

South Korea's AI chip boom lifts GDP to 21.9% in H1 2026 but hides the biggest concentration risk since the 1970s.

Highflying chip and memory stocks are getting hammered, while software developers rally as AI disruption fears ease.

The most-talked-about stocks in the Reddit subforum Wallstreetbets were declining hours before Monda

Nvidia stock was dropping with Broadcom and AMD on the prospect of an AI slowdown but it could be better shielded than its peers.

AI stocks get hit as public debate erupts on the powerful technology.

Sept 14 (Reuters) - Futures tracking the Nasdaq 100 index led losses early on Monday, dragged by a selloff in AI heavyweights after top U.S. executives said development of the technology should be

Retail sentiment on SPY and QQQ has dipped to ‘extremely bearish’ territory amid the debate over AI ‘pacing’.

Markets brace for a packed week of AI, tech and macro catalysts.

Potentially orchestrated headlines and regulatory capture attempts are clouding AI investor sentiment.

AI safety push sparks fresh debate even as investors weigh its potential impact on the massive infrastructure spending cycle.

Cathie Wood is invoking the Industrial Revolution to argue Wall Street is anchored to a growth trend that artificial intelligence and converging technologies are about to shatter. The gap between what the consensus expects and what she sees coming is exactly where the portfolio opportunity lives.

Hewlett Packard Enterprise (NYSE:HPE) Chief Strategy Officer Shannon Cross said the company is seeing strong demand across networking, storage and traditional servers, while supply availability and order conversion remain key priorities as it targets growth in fiscal 2027. Speaking at the Goldman S

Potentially orchestrated headlines and regulatory capture attempts are clouding AI investor sentiment.