Notícias

Nvidia is in a great position to deliver incredible returns.

Broadcom has incredible upside due to its impressive AI computing unit growth.

Key TakeawaysSector Rally: Astera Labs stock jumped 12% on Monday, September 21, closing at $341 as a broad semiconductor rally lifted AMD past a $1 trillion market cap and sent Intel up more than 13%. Street Split: the 26 analysts TIKR tracks on Astera Labs stock split 12 buys, 7 outperforms, and 7 holds, with a mean target of $390 sitting 14% above Monday’s close.

AMD has become the latest trillion-dollar company, as the AI investment boom sends its shares soaring and data-centre demand fuels record growth.View on euronews

Wall Street is finally recognizing the potential of Muse.

China’s AI hardware push is gaining momentum as domestic chipmakers race to close the gap with Nvidia.

In September 2026, STMicroelectronics introduced the ST SafeSense VD56GA, a compact 1.1 MP infrared automotive image sensor designed to support in-cabin driver and occupant monitoring with higher infrared sensitivity, embedded image processing, and a small CSP package for space-constrained vehicle interiors. The launch underscores STMicroelectronics’ push to deepen its role in automotive imaging by combining vertically integrated manufacturing and infrared-optimized pixel technology to help...

CoreWeave (NasdaqGS:CRWV) has introduced multi-rack NVIDIA Vera Rubin NVL72 clusters designed to run training and inference across hundreds of GPUs as one system. The company has upgraded its AI Object Storage with cross-region write acceleration to support high throughput data pipelines for agentic AI workloads. A new Archive storage tier targets colder AI datasets, aiming to align long term model data retention with lower cost storage options. The launch of Vera Rubin NVL72 clusters and...

The AI chip giant's $108 billion forecast puts its AI chip sales to China at zero. On Thursday, the two governments holding them there will meet at the White House.

With new CEO John Ternus coming from the hardware side of the business, one of the first things the company announced was a major change to the iPhone, the iPhone Duo.

Jim Cramer explains how Tim Cook's capital strategy and AI positioning set up Apple stock for its next growth phase.

Alibaba Group Holding Ltd. is rolling out what it calls China’s most powerful AI chip, an accelerator to compete with Nvidia Corp. and underpin a massive expansion of data center capacity in coming years.

Iambic Therapeutics, Inc., an AI drug discovery company backed by Nvidia Corp. (NASDAQ:NVDA) and the Qatar Investment Authority, filed for an initial public offering, according to an S-1 filing with the SEC on Monday. Plans to List on Nasdaq, Under Ticker ‘IAM’ Iambic said it plans to use the IPO proceeds, along with its existing cash, to continue advancing its three cancer drug candidates through clinical development, with any remaining funds going toward general operating costs. It will go pub

Netflix bowed out of the bidding war. Was it the right move?

Snap Inc. (NYSE:SNAP) is pushing its $2,195 Specs augmented-reality glasses into the enterprise market through partnerships with Salesforce, Nvidia, and Amazon Web Services. The integrations are designed to make Specs useful for hands-free workplace tasks in factories, retail stores, and field-service environments. Salesforce’s Agentforce will bring AI agents to the glasses, Nvidia technology will support […]

SpaceX management expects huge growth and strong returns on its cash over the next five years.

In September 2026, Rackspace Technology, Inc. announced it had joined the NVIDIA Cloud Partner Program, enhancing its ability to deliver NVIDIA accelerated computing and governed AI cloud services for regulated and sovereign enterprises. A key outcome is Rackspace’s Institutional Sovereign Pod, which combines NVIDIA Blackwell, Palantir Foundry and AIP in a governed environment that aims to keep enterprise data, models and AI operations under tighter control. Next, we’ll examine how...

Morningstar called Tesla a “believe-me story,” with its valuation hinging heavily on robotaxis, Optimus and other emerging businesses.

Meta's Muse could usher in a wave of agentic AI-driven growth for chipmakers.

I came of age as an investor watching Warren Buffett, and these are three of the most important lessons I learned along the way.

Cryptocurrencies and companies associated with them were having quite a banner trading session.

AMD and META were two of Monday's biggest mega-cap winners, with both stocks surging roughly 10% as enthusiasm around artificial intelligence returned in force.

A new analyst take wasn't all that bullish, but it did remind investors of the splashy deal the company recently signed.

Healthcare giant Johnson & Johnson is looking to become a more profitable and faster-growing business.

An analyst raised his price target on the enterprise software solutions developer.

Bitcoin is rallying.

Recent history has a lesson for Costco shareholders.

Key Stats for Dell StockCurrent Price: $568. 06Target Price (Mid): ~$668Street Target: ~$577Potential Total Return: ~18% over ~4.

Steady monthly buys of the AI chip giant more than tripled the money put in. Would I keep the plan going today?

SCHD prints one of the smallest fee numbers in the ETF universe, yet a half-million-dollar position tells a quietly alarming story about what that number leaves out.