Notícias

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.

Mizuho resets Intel's target, but its outlook is hardly bearish

A JV led by Lone Star acquired more than 50 buildings across six R&D campuses in San Jose, Milpitas and Santa Clara.

Intel Stock Gets Powerful Wall Street Catalyst From Explosive Dell Server Growth

Advanced Micro Devices (AMD) trades at about $456.16, and its option chain has already put numbers on how far the stock can travel from here. Over roughly the next 380 days that chain marks out a band running from $260 to $792.23. The width is what matters if you hold the shares. That is the risk you are carrying, whichever way it breaks.

Intel (NASDAQ: INTC) is the most direct equity expression of the structural shift Chowdhry describes. The firm's $200 price target and a 2031 EPS estimate of $20 rest on three interlocking arguments: rising CPU-to-GPU ratios in AI clusters, x86's entrenched enterprise position, and the architectural advantages of Intel's Clearwater Forest processor.

The S&P 500 Index ($SPX ) (SPY ) is down by -0.46% today, the Dow Jones Industrial Average ($DOWI ) (DIA ) is down by -0.68%, and the Nasdaq 100 Index ($IUXX ) (QQQ ) is up by +0.03%. E-mini S&P futures (ESU26 ) are down -0.51%, and September E-mini...

A blowout jobs report pushed September rate hike odds past 60%, which should have hammered high-multiple chip stocks. Instead, the semiconductor complex ran straight into the headwind and left the rest of tech behind.

INTC's estimate revisions point higher as AI demand, manufacturing gains and expanding custom silicon offset supply and competition risks.

The chipmaker showered its owners with cash while the stock price went nowhere fast, raising a sharp question about what all that money actually bought.

Super Micro Computer gains 29% YTD as record backlog, AI partnerships and rising shipments fuel growth, while improving margins add to its appeal.

Oracle is challenging resistance near $156.35, while AMD sits at a major inflection point around $450. Intel is also searching for a base near $87 as traders watch for momentum to confirm a potential double bottom.

Top Mizuho Analyst Warns Intel's AI Boom Can't Hide Near-Term Margin Pressure

NVDA's $12.9 billion Hugging Face deal expands its AI reach into open-source models, developers and software while boosting demand for computing.

Nvidia stock rose after it announced a $12.9 billion deal for Hugging Face. This is what's behind the move.

Wall Street is overwhelmingly bullish on the stocks in this article, with price targets suggesting significant upside potential. However, it’s worth remembering that analysts rarely issue sell ratings, partly because their firms often seek other business from the same companies they cover.

One number buried in NVIDIA's latest earnings report tells you everything about whether this company has real pricing power or just a lucky streak, and most investors scroll right past it.

Nvidia's server CPU business is going to multiply over the next couple of years.

Intel (INTC) concluded the recent trading session at $91.67, signifying a +1.8% move from its prior day's close.

Nvidia’s $5 billion Intel investment has produced an extraordinary paper gain, but the timeline matters. The companies announced the investment and product collaboration on September 18, 2025. Intel’s SEC filing shows that NVIDIA Corporation (NASDAQ:NVDA) actually completed the purchase on December 26, 2025, acquiring 214,776,632 Intel shares at $23.28 each for $5 billion. Nvidia’s June […]

Marvell Technology (MRVL) lifted its revenue outlook for fiscal 2027 and fiscal 2028 in its late-August report. The stock, at about $206, is up more than 220% over the past twelve months and down about 32% over the past three months. The bear case is the gross margin, and management supplied the number. The counter sits one line further down, in an operating margin that has widened two years running.

NVIDIA (NVDA) has been an easy stock to hold. The shares trade near $224, up about 32% over the past year and comfortably ahead of the S&P 500. The tape has not changed. What changed is how management describes the company, and the description it dropped is the one most holders bought into.

Qualcomm (QCOM) is down 32% over the past three months, and the cause is not a mystery. The smartphone market has contracted as memory prices climbed, and Apple is exiting faster than the company had guided. Management has a credible plan to replace that revenue. The harder question is what the replacement earns.

Druckenmiller's family office bought $125.6 million of Bitcoin miners. The bet is down roughly $30 million on paper.

Arm Holdings' AGI CPU push could create about $15B in revenues by FY'31, with meaningful sales starting in FY'28 and no expected hit to its IP and CSS businesses.

Semi-conductor giant bets that support for open AI models could offset potential slowdown in demand for chips

At Uber and elsewhere, managers with small fiefdoms have become an especially vulnerable target in the push to purge management ranks.

One stubborn number buried in Nvidia's latest earnings report signals something that almost never survives at hardware scale, and it is the reason this investor keeps adding shares despite a valuation that looks stretched on the surface.