Notícias

With global inflation signals starting to moderate and market expectations for policy rates adjusting, investors are paying closer attention to companies that already turn heavy AI spending into real earnings. That is where profitable AI builders come in. Instead of chasing hopeful stories, you can focus on stocks using AI to support cash flow today. This article walks through three of the strongest examples from that profitable AI universe. The three stocks covered below are just a starting...

NVDA's rising memory costs may pressure margins, but pricing power, Blackwell demand and supplier ties could keep profitability above 70%.

AMD and Intel both posted blockbuster data center quarters, but one company is bleeding billions from its own factories while the other signs gigawatt GPU deals with Anthropic and Microsoft. The gap between their margin stories reveals which x86 giant is actually winning the AI era.

Two timely investments over the last year have significantly appreciated in value.

Intel (INTC) is back in focus after Kasm Technologies expanded their partnership to run private large language models on Intel Xeon 6 processors with Advanced Matrix Extensions, targeting regulated industries that need local, compliant AI. Against this backdrop, Intel’s share price has cooled in recent months, with a 90 day share price return down 19.44%, even as the year-to-date share price return is 128.67% and the 1 year total shareholder return is 275.21%. This suggests powerful long-term...

A $24 stock became an $89 stock. The next five years depend on three things.

If you hold Marvell Technology (MRVL) stock, you’ve seen its price fluctuate. The company is posting strong growth, raising its revenue outlook for next year by $1.5 billion in a single quarter. Yet the stock is well off its highs, and it recently dropped even after reporting those results. This isn't a contradiction; it’s a signal that the market is focused on a new, more complicated question. The central risk for Marvell isn't that its AI-driven growth will stop. It’s that the very nature of t

Intel has staged one of the most dramatic reversals in semiconductor history, but the real question is whether the forces driving its comeback can hold long enough to justify where the stock sits today.

Nvidia just bought $3.5 billion of convertible bonds issued by MediaTek.

The market is obsessed with a handful of hyperscalers, but the real story might be the thousands of customers you've never heard of.

The memory chip maker's recent tear has investors chasing, but its real value lies in how it moves on its own.

Hugging Face was valued at $4.5 billion three years ago

MU's 685% rally is backed by surging AI memory demand, sold-out 2026 HBM output, soaring profits and a valuation below the sector average.

Nvidia is reportedly nearing a deal to buy AI platform Hugging Face for about $14 billion. It could be a long-term boost for the stock.

Intel's pullback gives investors an opportunity to buy a top stock that could make them richer in the long run.

Nvidia is reportedly nearing a deal to buy AI platform Hugging Face for about $14 billion. It could be a long-term boost for the stock.

Five days. That’s the gap between Defiance ETFs filing paperwork for a 2X daily bearish bet against Taiwan Semiconductor Manufacturing (NYSE:TSM) and launching a long fund built on the very foundry industry that Taiwan Semiconductor dominates. On August 26, 2026, the firm filed for a 2X short TSM product. On September 1, 2026, the same sponsor […]

Peak AI fears permeate.

Intel (NasdaqGS: INTC) is collaborating with COSMOS and Airspan Networks on open source 5G to NextG infrastructure using the OCUDU software stack. The partnership centers on a city scale testbed aimed at advancing open source 5G deployments and evaluating NextG solutions toward 6G networks. The project brings together academic and industry partners and focuses on open source software in wireless connectivity infrastructure. This push into open and programmable wireless networks points to a...

Strategy CEO Phong Le explains why Bitcoin buying decisions come down to capital costs, not price, amid a bull market bet.

On Sept. 1, 2026, higher Treasury yields weighed on Intel and peers, keeping focus on whether AI demand can offset valuation headwinds.

Intel CEO Lip-Bu Tan put almost $10 million of his own money into Intel Corporation (NASDAQ:INTC) on August 11. The Form 4 shows a family trust buying 105,263 shares at $95 each. The timing makes the trade more interesting: $95 was also the price of Intel’s enormous new equity offering, and the stock has since […]

Latest filings of Nancy Pelosi show the politician’s spouse piled into Intel Corporation (NASDAQ:INTC) and Bloom Energy Corporation (NYSE:BE). In July, he bought 10,000 shares and 100 call options, each disclosed in the $1 million to $5 million range. A few days later, he bought another 5,000 shares and 100 more call options, each in […]

AVGO's VMware AI push gains traction with VCF 9.1, while NTNX and MSFT intensify competition across enterprise AI and hybrid cloud.

They could be attractive buys on the dip.

AMD has already doubled in 2026 while Lisa Su insists the AI buildout is barely getting started, but a sky-high valuation and tightening export controls raise the question of whether the real gains are still ahead or already behind us.

Nvidia stock was edging down early Tuesday as investors assess its role in the latest AI cloud-computing deal with Anthropic.

Nvidia (NVDA) is investing $3.5 billion in Taiwanese AI chip designer Mediatek (2454.TW). Yahoo Finance Senior Business Reporter Ines Ferré explains why this deal is a particularly crucial element of Nvidia's larger AI strategy.

NVDA's Q2 revenues double as Data Center demand surges, while strong Q3 guidance and Vera Rubin adoption support its long-term AI growth case.

Nvidia stock was edging down early Tuesday as investors assess its role in the latest AI cloud-computing deal with Anthropic.