Notícias

Shares of Qualcomm (NASDAQ:QCOM) gained 8% and hit $223 in midday trading on Thursday, May 7, before coughing up some of the day’s gains. The move extends one of the sharpest re-rating runs in the chip group this spring. QCOM stock is now up 61% over the past month. The catalyst stack is unusually broad: ... Qualcomm Climbs 8% as Buyback, Snap AR Partnership Power Pivot Beyond Smartphones

AMD stock charts flash breakout potential as Q1 earnings reset the CPU TAM forecast and on-chain AI compute mirrors Wall Street's repricing.

Arm Holdings tumbled on demand concerns, and markets await progress on reopening the Strait of Hormuz, today, May 7, 2026.

Arm reported strong results, but investors were more concerned about a supply chain issue.

At about $207.83 a share, Nvidia (NVDA) is trading near its 52-week high.

Marvell Technology's AI-driven data center growth and NVIDIA tie-up are fueling gains, but rich valuation and competition may limit upside for MRVL.

Lessons from its decline could be useful for those looking at the extraordinary tech sector gains of the past six weeks.

On Tuesday, Advanced Micro Devices, Inc. said it has locked in enough memory supply to support its rapidly expanding AI ambitions, even as rising memory costs could pressure consumer demand across PCs and gaming later this year. AMD Secures Memory Supply To Support AI Data Center Demand During AMD's first-quarter 2026 earnings call, CEO Lisa Su said the company's partnerships with major memory suppliers have positioned it well despite an increasingly constrained market. "We have secured enough s

On a recent Prof G Markets segment titled How China Wins The AI War, NVIDIA (NASDAQ: NVDA) CEO Jensen Huang delivered a blunt assessment of the competitive threat from China’s Huawei. “The day that Deepseek comes out on Huawei first, that is a horrible outcome for our nation,” he said, adding that, “AI models around ... Nvidia CEO Jensen Huang Warns of ‘Horrible Outcome’ if China’s Huawei Gains AI Advantage

U.S. stocks (^DJI, ^GSPC, ^IXIC) have rallied over the past three weeks, fueled by strong earnings and optimism around a potential resolution to the U.S.-Iran conflict. Yahoo Finance’s Julie Hyman and Head of News Myles Udland break down the stealth rally and spotlight some of the top names leading the tech-driven surge, including Intel (INTC), Sandisk (SNDK), Micron (MU), Seagate (STX), and Arm (ARM).

Intuitive Machines delivers lunar access and space infrastructure solutions for government and commercial clients worldwide.

The Nasdaq Composite (^IXIC) etched a fresh all-time high and shows little sign of slowing down, with the tech-heavy benchmark up roughly 14% over the past month alone. Semiconductors have carried much of the load: the Philadelphia Semiconductor Index (^SOX) has surged around 60% year-to-date. Right now the stars are aligning: cooling oil prices, a ... Stars Align for Nasdaq Composite as Chip Stocks Roar and Oil Pulls Back

Buying a stock is easy, but buying the right stock without a good strategy is incredibly hard. Here are five top-performing stocks to buy now or put on a watchlist.

Rackspace Technology (NASDAQ:RXT) and AMD (NASDAQ:AMD) announced a multiyear strategic collaboration focused on developing enterprise artificial intelligence infrastructure tailored for regulated sectors. The companies said they signed a memorandum of understanding to pursue the creation of an Enterprise AI Cloud designed for organizations that require strong security, governance, and accountability standards.

U.S. stocks ended sharply higher on Wednesday, with the S&P 500 closing above the 7,300 mark for the first time, on hopes that the United States and Iran could reach a peace deal soon and robust earnings reports from a fresh batch of companies.

The S&P 500 (^GSPC) punched to a fresh record Wednesday, with the broader market index now perched above 7,300. With a 7.6% YTD gain in the S&P 500 (^GSPC), bulls are back in control, citing a roughly 15% rally off the March low as AI earnings, easing Iran tensions, and softer crude combine to push ... S&P 500 Gains Unleashed on Chip Stock Strength, Falling Oil and Return to Optimism

Technology stocks were higher pre-bell Thursday, with the State Street Technology Select Sector SPDR

Nvidia stock was falling in premarket after breaking $200, with a new SpaceX-Anthropic deal offering a reminder of the importance of its chips.

Chipmaker's strong AI-driven growth and upbeat outlook push shares to a record high.

The AI boom is supposed to belong to GPUs.

Qualcomm trades like a legacy modem company while quietly building the cheapest exposure to AI silicon in the entire Trump bull market, and that mispricing is the core investment thesis. Qualcomm (NASDAQ:QCOM) just delivered its fourth consecutive earnings beat, confirmed a hyperscaler custom silicon program, and authorized a fresh $20 billion buyback. The market is ... Qualcomm Is One of the Cheapest AI Stocks in the Trump Bull Market. Here’s Why That Gap May Close

May 7 (Reuters) - S&P 500 and Nasdaq futures hovered near all-time highs on Thursday as oil prices retreated further on hopes of a U.S.-Iran peace deal that could potentially normalize crude supplies

Shares in Arm fall after the British chip maker reports solid earnings but suggests it may not be able to meet surging demand.

The Morning Bull - US Market Morning Update Thursday, May, 7 2026 US stock futures are slightly higher this morning, with E-mini S&P 500 contracts up about 0.1%, as investors balance cooler bond markets, cheaper oil, and fresh US jobs data. The US 10 year Treasury yield is holding near 4.35%, which means borrowing costs for mortgages and companies remain relatively elevated but are not climbing further for now. Hopes of a US Iran peace deal are pulling oil prices lower and easing some...

The stock market has soared to record highs in recent weeks, and one sector has been doing a lot of the work.

Investors may be wondering whether Advanced Micro Devices stock still offers value at current levels, or if the price already reflects the story they are buying into. The stock last closed at US$421.39, with returns of 18.9% over 7 days, 90.2% over 30 days, 88.6% year to date and 314.3% over 1 year. This naturally raises questions about what is already priced in. Recent headlines around Advanced Micro Devices have focused on its role in high performance semiconductors and its position in...

Shares in tech investor SoftBank Group jumped 18.4% in Tokyo today, marking their biggest gain since the pandemic. The move helped drive the Nikkei 225 5.6% higher to close at a record level. It came on the heels of a surge in optimism in chip stocks in the U.S., after shares in AMD and other chip makers rose following results late Tuesday.

AMD surged to a record high after Q1 revenue jumped 38%, free cash flow hit a quarterly record, and Q2 guidance topped estimates.

OpenAI's IPO is still months away, but its influence over artificial intelligence (AI) stocks is already taking shape.

Oil prices fell and stocks rose on rising optimism about an end to Middle East hostilities. Iran and the U.S. are working with mediators on a one-page framework to restart negotiations aimed at ending the conflict and opening the Strait of Hormuz, with talks potentially beginning next week in Islamabad. Semiconductor stocks extended their rally.