Notícias

SMCI's AI-driven growth, record backlog, liquid-cooling capabilities and attractive valuations support its buy appeal.

Samsung starts in 2028, TSMC in 2030, joining Intel on High NA EUV

Wall Street returns from summer vacation to a market suddenly bracing for a rate hike, with fresh analyst calls on Intel, Lockheed Martin, Amgen, and SpaceX adding more pressure points to an already tense week.

TSMC, Samsung and Intel are moving forward with ASML's High-NA EUV technology

Nvidia Board Member Sells $410 Million in Stock

Intel is already using the machines in production, while Samsung and TSMC have now committed to using them in the coming years.

AI stocks rise despite the market’s inflation worries, but Amgen falls following Swiss drugmaker Novartis’ disappointing trial data.

↘️ Amgen (AMGN): Shares of the biotechnology company, a major contributor to the Dow, shed more than 5% premarket after the Swiss drugmaker Novartis (CH:NOVN) said an experimental medicine failed to reduce cardiovascular risk in a late-stage clinical trial.

Despite macro headwinds and trade tariff concerns, retail sentiment on Stocktwits flipped to ‘bullish’ on SPY and QQQ.

ASML Holding NV has won commitments from top chipmakers to use its latest semiconductor production gear, while embarking on a broader agreement to meet surging demand for more powerful artificial intelligence technology.

President Donald Trump’s latest stock-market post adds fresh momentum to Intel’s already explosive 160% year-to-date rally.

The U.S. struck three Iranian oil tankers on Saturday, while Iran’s Islamic Revolutionary Guard Corps (IRGC) responded by striking three tankers and three U.S.-linked vessels in other areas.

Here’s what could happen to INTC shares next

Jensen Huang calls it a full-stack AI factory platform, not a chip company, and that distinction is reshaping where billions in hyperscaler spending actually land across five companies fighting over the same supply-constrained foundation.

Dell Technologies broadens its consumer PC reach with the affordable Dell 14S as PC demand improves and competition from HP and Apple intensifies.

Intel shares have already surged over 140% this year, but a bold price target sitting 64% above current levels is forcing a real question: does the math actually hold, or is this rally running on fumes?

Nvidia has big investments in Intel, SpaceX and many more public companies. But its stakes in OpenAI and Anthropic are the real prize.

NVDA's $12.93B Hugging Face deal is likely to deepen its AI moat by combining chip leadership with a vast open-model platform and developer ecosystem.

Nvidia’s earnings report had a number buried inside that AMD and Intel investors needed to see.

AMD gained 4.7% and Intel rose 4.5% on September 4, while Nvidia added only 0.8%. The one-session gap is consistent with investors widening the AI trade beyond Nvidia, but it cannot identify buyer motive or prove a lasting rotation. Advanced Micro Devices, Inc. (NASDAQ:AMD) and Intel Corporation (NASDAQ:INTC) each offer a route to AI spending […]

Trump shared a new AI image of Intel stock gains, echoing a pattern seen across his other disclosed stock trades.

Bloom Energy stock has surged 52% since Paul Pelosi bought shares near a multi-month low in late July. AI Energy is now in the spotlight.

Nvidia disclosed roughly $99 billion of public and private equity investments as of July 26, plus about $25 billion of additional commitments. The portfolio included a $30 billion Intel stake and several billion dollars of CoreWeave equity. NVIDIA Corporation (NASDAQ:NVDA) is using its balance sheet to support the ecosystem that buys compute, which makes Intel […]

Nvidia is making a $12 billion move.

Huawei's best AI chip cannot keep pace with Nvidia hardware that is already three generations old, and the gap is widening faster than most investors realize.

Intel (NasdaqGS: INTC) was featured at ASUS AI Tech 2026, where ASUS expanded its AI infrastructure ecosystem using Intel technologies for cloud and industrial edge solutions. The Linux Foundation adopted the TRACE open specification for trusted AI execution, with Intel as a key contributor to the framework for secure and verifiable AI workloads. These developments highlight Intel’s role in enterprise AI adoption across data center and edge infrastructure, as well as in setting governance...

On September 3, Mizuho lowered the price target on Intel Corporation (NASDAQ:INTC) to $92 from $109. Mizuho’s note reads more bullish on INTC’s business than the price target suggests, but the firm is stopping short of turning bullish. The firm noted multiple operating tailwinds working in favor of Intel, namely Agentic AI demand, enterprise server […]

Dell's torrid revenue growth bodes well for the semiconductor leader.

Coatue Management’s Q2 filing disclosed a new position in Intel and, for the first time, a reportable position in newly public Cerebras. Coatue reported 12,084,027 Intel shares and roughly 7.01 million Cerebras shares at June 30. Intel Corporation (NASDAQ:INTC) offers manufacturing and established distribution, while Cerebras Systems Inc. (NASDAQ:CBRS) offers a radically different wafer-scale architecture. […]

Marvell Technology (MRVL) stock returned 235.9% over the past year, climbing from $62.18 to $208.83. The company kept raising what it expects to sell, and buyers repriced it each time. Then the shares pulled back, and they now sit well below their best.