Notícias

Investing.com -- Stanley Druckenmiller's Duquesne Family Office executed a dramatic reshuffling of its portfolio during the latest quarter, highlighted by a massive rotation back into mega-cap technology and a decisive exit from several legacy semiconductor names. Most notably, the firm increased its core equity position in Amazon.com Inc (NASDAQ:AMZN) by more than 1,000% to 541,600 shares, while simultaneously more than doubling its call options on the e-commerce giant. Against that backdrop, D

TOKYO—When Sony said in March that it was offloading its television business to a new joint venture with a Chinese rival, many in Japan felt a pang of nostalgia for the heyday of the country’s consumer-electronics industry. This is true even though he has worked for the company since 1987, and is fluent in corporate lore about when color TV—and later, the Walkman and PlayStation—made Sony a household name. Since taking the top job last year, Totoki has made the TV deal, brought in chip giant TSMC to collaborate on Sony’s valuable image sensor and spun off Sony’s financial arm—a unit he once ran.

Applied Materials' record Q3 results demonstrated that the company is translating the AI infrastructure boom into higher revenue, profits, and cash flow.

Soros Capital’s biggest single addition was the iShares MSCI South Korea ETF (EWY) at $42.8 million, giving broad exposure to Korean chip giants.

Two AI chip giants moved in opposite directions Friday as Wall Street put a massive dollar figure on a financing structure that Broadcom and Nvidia both use, raising questions about which companies benefit from AI's debt-fueled buildout and which carry the hidden risk.

Softbank Group Corp. unveiled a new ‌stake in Capital One and disclosed ‌that it sold 71.5% of its stake in Taiwan ​Semiconductor Holdings during the second quarter in filings with the U.S. Securities and Exchange Commission. Institutional investors, including wealth management entities, endowments, ‌pension funds, ⁠hedge funds and others, are required to file a list of ⁠their holdings as of the end of each calendar quarter with the Wall Street ​regulator. In the ​most recent quarter, ​ended June 30, ‌Softbank disclosed it had acquired 276,811 shares of Capital One, valued at $55.5 million, as of the end of the period.

Tracey Ryniec and John Blank debate the slowing job market while AI spending is also booming.

Polen Capital Management Llc released its “Polen Focus Growth Strategy” Q2 2026 investor letter. A copy of the letter can be downloaded here. Polen Focus Growth returned 6.33% (net of fees) in the second quarter of 2026, significantly underperforming the Russell 1000 Growth Index’s 16.74% gain, as the market rally remained narrowly focused on AI […]

Applied Materials just posted record revenue and its fifth straight earnings beat, yet the stock fell anyway. Three metrics from the next few quarters will separate a temporary pullback from something more telling about the AI capex cycle.

The ARK Invest founder wasn’t deterred by a certain stock’s bumpy lift-off over the last few weeks.

Nvidia stock has dropped after six earnings since 2024, and TSMC absorbed every hit better. Before August 26, analysts see 27% upside.

TAIPEI, Aug 14 (Reuters) - Taiwan's tech-reliant economy is expected to grow at its fastest pace in nearly four decades this year, the statistics agency said on Friday, upgrading its forecast due to

Broadcom and Taiwan Semiconductor have a lot of work to do to join the $4 trillion market cap club.

Strong earnings may no longer be enough for chip investors

The trio is playing a major role in the AI revolution.

September and October can be rough for stocks. Here’s how to add some shock absorbers to your portfolio.

Intel just posted its strongest revenue growth in over 15 years, yet shares sit more than 30% below their recent peak after a massive stock offering rattled investors. Whether that gap is a buying opportunity or a warning sign depends entirely on one unresolved question about its foundry business.

The most profitable corner of the technology market pays income investors a pittance -- and each of these four companies has a different reason.

SNDK and AMKR are AI-driven semiconductor plays with sharp recent declines, solid estimates and significant upside potential.

Elon Musk wants to build a chip factory so large it dwarfs every structure humans have ever assembled, on a dried-up reservoir outside Houston, for a purpose that sounds more like science fiction than a construction permit.

Elon Musk wants to build a chip-making facility in rural Texas so enormous it dwarfs every building on Earth, but the legal fine print buried in SpaceX's own filings tells a very different story about how real this project actually is.

Nvidia (NVDA) sold its most valuable chips to the world’s biggest tech businesses in the AI boom. What is disconcerting is that some of those same consumers now are paying big to establish alternatives. Microsoft (MSFT) might be poised to demonstrate just how serious that threat has gotten. The ...

The companies are combining Sony's sensor designs with TSMC manufacturing to build next-generation smartphone components in Japan.

Microsoft, TSMC, and AMD each own a different layer of the AI stack, but owning all three at current prices is not the same trade. One name is running years ahead of the deliverables that would justify it.

Zeiss, the German optics maker whose mirrors are critical to ASML Holding N.V. (NASDAQ:ASML)’s most advanced chipmaking machines, said this week that it’s confident it has the capacity to handle booming AI-driven demand. The statement pushes back on investor worries about bottlenecks in the AI supply chain, worries that touch nearly every company racing to […]

TSMC and Sony are set to form a JV in Japan to develop and manufacture smartphone image sensors, with volume production set for 2029.

Apple is reportedly testing CXMT memory across products including iPhones and MacBooks, even after the Chinese supplier refused to offer the cheaper DRAM pricing Apple wanted.

The foundry giant's monthly numbers keep setting records. The share price assumes they stop.

The major market indexes pulled back amid higher oil prices and upcoming CPI inflation data. Nvidia partners Lumentum, CoreWeave, Super Micro reported late.

Microsoft New AI Chip May Create a Fresh Threat to Nvidia