Notícias

The Philadelphia Semiconductor Index has climbed roughly 64% since late March. Nathan Peterson, Director of Derivatives Research and Strategy at Schwab, framed last week’s action around a single dominant theme on the firm’s Market Update podcast: “The driving engine behind last week’s push higher in stocks continued to be the AI infrastructure plays, especially in ... The AI Chip Rally Is Masking a Dangerous Truth. Half the S&P 500 Is Being Left Behind

Epistrophy Capital Research Chief Market Strategist and The Drill Down Podcast host Cory Johnson joins Market Catalysts to discuss the Cerebras IPO and key factors to watch in Nvidia’s (NVDA) upcoming earnings report.

Cathie Wood’s ARK Invest is staying true to its high-growth strategy. Two of its biggest funds snapped up Cerebras Systems on the heels of the chip maker’s impressive market debut, which saw the stock surge nearly 70%. A trading disclosure shows the flagship (ARKK) picked up 71,655 Cerebras shares on Thursday.

Nvidia (NVDA), Advanced Micro Devices (AMD) and Intel (INTC) shares declined in Friday trading, whil

equity fund inflows surged to a three-week high in the week to ‌May 13 on optimism over a strong earnings season ‌and robust revenue guidelines by chipmakers, despite a buildup in inflationary ​pressure. According to LSEG Lipper data, investors pumped up a net $22.

May 15 (Reuters) - Global equity funds attracted inflows for an eighth straight week through May 13 as investors chased the AI-driven rally in technology stocks on optimism over strong chipmaker

The semiconductor sector is selling off at the open on Friday, with all three major U.S.-listed chipmakers giving back a slice of their parabolic spring rallies. Intel (NASDAQ:INTC) shares are leading the move lower, sliding 8% in early trading to $108 from Thursday’s close of $115.93. Advanced Micro Devices (NASDAQ:AMD) stock is down 4% to ... Intel Slumps 7%, AMD and NVIDIA Slide 4% in Chipmaker Selloff

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NVDA's Q1 results are expected to reflect strong momentum across the data center business amid growing chip demand from hyperscalers to handle AI workloads.

Finding strong, market-beating stocks with a positive earnings outlook becomes easier with the Focus List, a top feature of the Zacks Premium portfolio service.

Intel (NASDAQ:INTC) has roughly tripled this year on a turnaround narrative wrapped around AI inference workloads, a fresh Google partnership, and selection as the host CPU for NVIDIA‘s (NASDAQ:NVDA) DGX Rubin systems. But here’s what you should actually be watching. The Intel Rally Is a Crowded Trade Dressed Up as a Comeback Intel is up ... Forget Intel. Its Own Executives Are Cashing Out and This Is the Chip Stock You Should Own Instead

Intel stock, AMD and Arm were falling as analysts warn of the dangers of assuming the AI trade will last indefinitely.

Recent performance and business scale Without a single headline event driving attention, Advanced Micro Devices (AMD) is drawing interest as investors reassess the stock after strong recent share moves and the scale of its large, diversified chip business. The stock has gained 0.9% over the past day, 10.1% over the past week, and 76.3% over the past month, with a 1-year total return of 291.1%. Over the past 3 months, the total return is 116.9%, and the year-to-date figure is 101.2%. AMD...

Chip stocks have surged to new highs in the stock market, showing that the artificial intelligence trade continues to lure buyers after massive gains in 2025. In the IBD 50, however, that means most chip stocks are extended. Analysts polled by FactSet had targeted earnings of $1.29 a share on $9.9 billion in revenue.

Recent developments in the AI chip sector highlight significant investment momentum, with global funding in AI technology reaching approximately $297 billion in 2024. This surge is largely fueled by enterprise-wide AI deployments moving beyond pilot programs, leading to near-doubling of enterprise spending year-over-year. Notable corporate and financial commitments underscore substantial backing, with the U.S. maintaining a significant lead in private AI investments over other regions...

Global semiconductor stocks skidded after a summit between President Trump and Chinese leader Xi Jinping concluded without major chip deals or a breakthrough on Nvidia’s sales to the country.

Shares of AMD and Broadcom have produced blistering gains thanks to artificial intelligence.

↘️ Intel (INTC), Nvidia (NVDA), Advanced Micro Devices (AMD): Chip stocks retreated premarket, following a ferocious rally in their shares. Intel, whose shares are up more than 200% this year through Thursday, is among the hardest hit, falling more than 4%.

Advanced Micro Devices, Inc. (NYSE:AMD) is included among the 10 Best US Stocks to Invest in According to Billionaires. Advanced Micro Devices, Inc. (NYSE:AMD) operates as a semiconductor company internationally. It operates in three segments: Data Center, Client and Gaming, and Embedded. On May 7, Citi significantly raised its price target on Advanced Micro Devices, […]

AMD (NasdaqGS:AMD) is reportedly close to signing an agreement with Samsung for 2nm chip production. The move would expand AMD's access to advanced semiconductor manufacturing capacity beyond its current reliance on TSMC. The potential deal is expected to support future cutting edge product lines and diversify AMD's supply chain. AMD operates across CPUs, GPUs, data center products, and custom chips, putting it at the center of high performance and AI computing demand. As chip complexity...

AMD’s first quarter results were marked by significant growth in its data center segment and broad-based demand across all business units. Management credited the results to a surge in AI infrastructure spending, particularly highlighting a 57% increase in data center revenue driven by strong sales of EPYC CPUs and Instinct GPUs. CEO Lisa Su emphasized that “data center is now the primary driver of our revenue and earnings growth,” noting that both cloud and enterprise customers ramped up adopti

The hype around quantum computing continues to build, but for many players, it’s still a high-stakes waiting game. Quarterly results from Xanadu Quantum Technologies prove it. Xanadu’s net loss widened in the quarter to $20.6 million (28 cents a share) from $12.2 million (22 cents a share) a year ago.

The S&P 500 Index ($SPX ) (SPY ) on Thursday closed up +0.77%, the Dow Jones Industrial Average ($DOWI ) (DIA ) closed up +0.75%, and the Nasdaq 100 Index ($IUXX ) (QQQ ) closed up +0.73%. June E-mini S&P futures (ESM26 ) rose +0.78%, and June E-mini Nasdaq futures...

A basket of major chip stocks were all higher for the day on bets earnings momentum will keep tech companies flying high. Shares of Nvidia, the poster child of AI enthusiasm, rose 4.4%. Broadcom, Samsung Electronics, Taiwan Semiconductor, ASML, Texas Instruments, and AMD shares were all up, too.

Intel’s turnaround story may make Boeing a better comparison than Nvidia or TSMC as investors focus less on near-term earnings and more on long-term execution.

Cerebras Systems (CBRS) soared in its public market debut on Thursday after the artificial intellige

The space tracked by the VanEck Semiconductor exchange-traded fund could be showing signs of slowing down.

Both companies are critical to the AI build-out. But one's growth profile and order book make it the more compelling buy.

AMD (NASDAQ:AMD) and Intel (NASDAQ:INTC) both reported Q1 fiscal 2026 results within two weeks of each other, and the contrast is striking. AMD posted $10.25 billion in revenue powered by AI accelerators, while Intel delivered $13.58 billion alongside a sprawling foundry rebuild. Two chipmakers, two very different bets on where compute is heading. Data Center ... AMD vs Intel: One Triples Free Cash Flow While Another Burns Billions on Foundry Ambitions

Here is the trade of the decade: hyperscalers are spending hundreds of billions on AI infrastructure, and almost all of that money lands on one company’s income statement. NVIDIA (NASDAQ:NVDA) just guided fiscal first quarter 2027 revenue to roughly $78 billion, on top of full year fiscal 2026 revenue of $215.94 billion, all delivered at ... NVIDIA Robs All of Big Tech. Except Apple