Notícias

American Century Investments, an investment management company, released its first-quarter 2026 investor letter for the “American Century Investments Focused Dynamic Growth Fund”. The letter can be downloaded here. U.S. stocks advanced sharply with double-digit quarterly gains largely due to robust earnings, resilient economic data, and momentum in AI-related stocks. However, there was a slight pullback […]

AMD's CFO just reshaped how big the AI chip market could get, and investors sent the stock surging past a key technical level while quietly slamming a door on one of Intel's biggest hopes.

This chipmaker's stock has been on a historic tear, but for investors arriving now, the critical question is whether the business can still outrun its already premium price.

Nvidia stock was slipping after Qualcomm's announcement of an AI infrastructure deal with Amazon.

NVIDIA, Alphabet and other AI leaders may have stronger foundations than the internet boom, backed by utilization, profits and valuations.

NVIDIA has minted fortunes once before, and its latest earnings suggest the AI hardware machine is still accelerating. But ballooning supply commitments, margin pressure, and a China-shaped hole in its revenue raise a real question about what the next decade actually looks like.

Cathie Wood's firm ARK Invest added to its already sizable position in the trading platform Robinhood, which is back in a buy zone.

Nvidia looks better on paper, yet trades at a cheaper valuation.

Some AI stocks are rising even as investors fret about a flare-up in inflation, while Casey’s sinks despite a first-quarter earnings beat.

Retail sentiment on Stocktwits remained ‘bullish’ on SPY and QQQ.

AMD is growing its presence in the data center market.

Qualcomm targets $15 billion in fiscal 2029 data center revenue, with another unnamed hyperscaler engagement progressing.

UBS said last month that TSMC packaging constraints could steer AMD and other customers toward Intel’s EMIB-T tech, potentially in 2027.

Rising oil prices amid escalating tensions in the Middle East weighed heavily on stock markets on Tuesday as Brent Crude neared $100 a barrel.

A number of stocks jumped in the afternoon session after Qualcomm announced a multi-generational product collaboration with Amazon Web Services to develop custom AI data center infrastructure, while ASML, TSMC, and Intel achieved key milestones in next-generation chip manufacturing. According to a Qualcomm press release, the chipmaker announced a multi-generational product collaboration with Amazon Web Services (AWS) to develop custom AI data center infrastructure. The strategic partnership focu

Super Micro Computer (NASDAQ:SMCI) said demand for AI infrastructure remains strong as the company works to expand its customer base, increase the value of its systems offerings and improve cash conversion through more favorable customer contracts. Speaking at Citi's Technology Conference, Michael

Marvell Technology (MRVL) trades at $223.55, down 22.6% over the past three months, even after a 249.5% gain over the past twelve. Management raised its revenue outlook again. What it did not raise is the non-GAAP gross margin behind that revenue, a line management ties to its custom silicon ramp.

Invesco offers two funds tracking the exact same Nasdaq-100 stocks with the same management team, yet one of them quietly drains thousands of dollars from a long-term investor's portfolio. Knowing which ticker belongs in your account depends entirely on how you plan to use it.

AMD expects its data-center business to double in 2027 as AI GPU and server CPU demand accelerates.

AMD Stock Rallies on Massive AI Market Opportunity

The agreement validates demand beyond Nvidia while financing another competitor in AMD's target market.

Anthropic joins Meta and OpenAI as a named anchor customer

Stocks fell Tuesday as oil prices and Treasury yields rose, but AMD and HPE led AI plays flashing buy signals. An Apple iPhone event is on tap.

Intel Stock Leads Semiconductor Surge as AMD, Qualcomm and Broadcom Rally

One enormous forecast just changed the market's expectations almost overnight

Advanced Micro Devices stock jumped over 6% following executive statements detailing a massive expansion in artificial intelligence infrastructure demand and an aggressive multi-year hardware rollout strategy.

Investors were piling into the chip designer after its CFO said that artificial-intelligence demand will drive a total market for AMD’s products to around $3 trillion in 2030.

Taiwan Semiconductor Manufacturing is the IBD Stock Of The Day. TSM stock hit an early-entry buy point on Tuesday.

Investing.com -- Advanced Micro Devices shares jumped roughly 7% on Tuesday after management outlined an aggressive artificial-intelligence growth strategy at the Citi Global TMT Conference, anchored by a new $2 trillion total addressable market estimate by 2030. At the core of AMD’s thesis is a pivotal shift in the AI landscape. Computing demand is rapidly transitioning from training large AI models to executing them—a process known as inference. According to Citi’s summary of the event, AMD ma

Intel’s stock jumped Tuesday after a report that it could raise prices in October.