Notícias

Everyone’s chasing obvious AI semiconductor names. NVIDIA (NASDAQ:NVDA) sits at a $5.15 trillion market cap. Taiwan Semiconductor Manufacturing (NYSE:TSM) is up 39% year to date. And Micron Technology (NASDAQ:MU) just crossed $1 trillion in market cap, joining SK Hynix and Samsung in a memory club that suddenly looks unkillable. On a recent episode of The ... Forget Nvidia and Taiwan Semiconductor. This $1 Trillion Memory Play Just Soared 90% in 2.5 Months.

The Trade Desk still operates in one of the largest long-term opportunities in digital advertising. But the easy-growth phase may be over.

The market's future may be volatile, but history has good news for investors.

Nvidia stock gains have been well behind the wider chip sector as investors watch the shifts in artificial-intelligence hardware.

The S&P 500 has a stellar track record, but cracks are forming in the current bull market.

If you want to avoid investing too much in a tech-heavy portfolio, consider this dividend stock ETF.

Dogecoin's significantly smaller size might make investors think that it has much more upside.

The shares of each company have racked up huge gains but one may have more room to run than the other, according to this analyst

Earnings from Snowflake appear to have flipped the script for the market. Software stocks jump as chip makers struggle.

Low-cost rockets are making it possible to scale a business that barely seemed feasible a few years ago.

Berkshire Hathaway tripled its stake in Alphabet, a company whose AI chips threaten to take market share from Nvidia GPUs.

The Vanguard Mega Cap Growth ETF has obliterated the S&P 500 since its inception in 2007.

Unfavorable rate hikes may be the necessary medicine to quell inflationary fears.

A slight revenue miss may be an opportunity for investors.

These companies' recent results collectively tell most of the market's overall story right now.

Even by the standards of the artificial-intelligence boom, the gains in chip stocks this year have been extraordinary. Sandisk has soared 570%. Intel has more than tripled. Samsung, Micron and SK Hynix have all climbed into the ranks of $1 trillion companies.

Average revenue per user for SpaceX's Starlink satellite internet service is falling.

The stock market's AI-fueled rally has pushed valuations to levels last seen during the dot-com bubble.

There's a good argument for a stock split from the memory superstar.

Chinese technology giant ByteDance is developing its own central processing units (CPUs) to support its growing AI infrastructure needs, three people familiar with the matter said, as surging chip prices and prolonged supply ‌shortages constrain its expansion plans. The move underscores the industry's rapid shift toward "inference," where AI models are deployed to perform agentic tasks ‌that demand more from CPUs, working in tandem with the graphics chips made by Nvidia that have dominated the AI boom. The shift has created a shortage of CPUs in recent ​months, and global hyperscalers including Alphabet's Google, Amazon and Microsoft are also developing their own custom CPUs to reduce costs and tailor performance to their specific workloads.

Gold is taking a breather after last year's blistering rally.

SoFi's scaling of its fintech business could create significant shareholder value.

The Trump accounts app, built by Bank of New York Mellon and Robinhood Markets, will reportedly be available on the Apple and Google app stores starting Thursday.

The chipmaker's blockbuster quarter wasn't enough to lift shares -- and a few specific concerns may explain why.

The artificial intelligence infrastructure boom is no longer just lifting a handful of semiconductor stocks like Nvidia Corp., Micron Technology Inc. and Intel Corp.. Goldman Sachs says it is now reshaping the entire U.S. business investment cycle. In a research...

The computing infrastructure provider is helping its customers build AI factories faster.

Shell and BP have both seen dramatic price increases since the Middle East conflict started, but BP's stock is performing better.

Micron has delivered incredible returns for its shareholders.

This former telecom wreck now has $13 billion in AI contracts. Here's why it's still under the radar.

The retailer is finding ways to grow in a challenging economic environment.