Notícias

While the bull thesis for Intel (INTC) centers on foundry ramp and 18A process leadership by 2H 2026, the stock's 5x run has priced in execution that hasn't materialized. At over 85x forward earnings against 10% expected growth over two years, investors are paying a premium multiple for a narrative, not fundamentals. The margin for error is razor-thin.

Shares of Intel (NASDAQ:INTC) are catapulting 14% in Tuesday morning trading, changing hands near $109.60 after Bloomberg reported that Apple (NASDAQ:AAPL) is exploring Intel’s foundry services for future U.S. chip production. The move extends a stunning run. Intel stock is up 118% over the past month and up roughly 197% year to date (YTD), breaking ... Intel Rips 14% Higher: Apple Foundry Reports Crush Bears in Massive Short Squeeze

Apple Deal Hopes Lift Intel Stock: Big Customer Chase Heats Up

SpaceX may target a valuation of up to $2 trillion.

Intel (NASDAQ:INTC) is the chip story everyone is shouting about, with the stock up 159.57% year to date on a Lip-Bu Tan turnaround narrative wrapped around AI inference and a NVIDIA DGX Rubin host CPU win. But here is what you should actually be watching. The Intel Trade Is Already Crowded, and Cracked Intel just ... Forget Intel: Consider These Stocks Instead

Micron is helping to solve the energy crisis in AI.

By Niket Nishant and Utkarsh Hathi May 5 (Reuters) - Wall Street's main indexes recovered on Tuesday as oil prices fell despite renewed Middle East tensions that threatened to upend a fragile truce

Chipotle saw its same-store sales turn positive in Q1.

The Nasdaq Composite (^IXIC) opened higher Tuesday, with the tech-heavy benchmark riding a familiar trio of tailwinds: a fresh wave of strong earnings, a sharp pullback in crude oil, and a pause in Middle East escalation. Risk appetite is back, and the Nasdaq Composite (^IXIC) is riding the bullish wave. Google parent company Alphabet (Nasdaq: GOOGL), ... Alphabet, Intel, Micron Lead Nasdaq Higher as Oil Drops on Paused Mideast Tensions

Apple's early-stage talks come as advanced-node chip shortages constrain iPhone and Mac growth.

Some of Nvidia's top customers just increased their infrastructure spending forecasts.

Microsoft plans to spend $190 billion on capex this year.

One retail giant checks more key boxes than the other.

The S&P 500 (^GSPC) heads into Tuesday with momentum after a powerful rebound last month in which the broader markets advanced 9%. A pullback in crude oil and first-quarter earnings beats are driving today’s gains as the markets embrace a reprieve in the Mideast escalation. The S&P 500 (^GSPC) is capturing those tailwinds for gains ... S&P 500 Rises on Big Tech Bump, Corporate Profits and Oil Price Relief

These relatively small biotechs have recent catalysts that haven't yet been fully priced into their stocks.

Dutch quantum processor company QuantWare has raised $178 million in new ‌financing, including funding from Intel Capital, ‌it said on Tuesday, as Europe tries to keep up ​pace with tech leading companies from the U.S. and China. Quantum computers will make data processing considerably faster than via conventional computing, and the ‌sector could be ⁠worth trillions of dollars in the next decade, according to consultancy firm ⁠McKinsey. Along with Intel ​Capital, other companies ‌involved in the fundraising for QuantWare included IQT, ETF Partners, FORWARD.one and Invest-NL Deep Tech Fund.

US equity futures were higher pre-bell Tuesday as traders kept a close watch on the potential re-esc

Talks remain preliminary and no orders have been placed, but supply shortages and geopolitical risk are driving Apple to weigh alternatives

Intel stock was gaining on hopes it could be about to land a big customer for its chip-manufacturing services.

Is Walmart getting left in the dust?

The Dow Jones index rose Tuesday amid rising U.S.-Iran tensions. Palantir stock sold off on earnings.

If a few things go right, these growing companies could have a surprisingly strong 2026.

AMD Earnings Loom: AI Boom Sets Stage for Big Stock Move

These fast-growing companies are poised to keep rising following impressive performances so far this year.

Alex Katouzian will oversee key client computing business

Talks could give Apple another option beyond TSMC

Supply concerns push search beyond TSMC

Meta Platforms is bringing social media into a new era with artificial intelligence.

Bitcoin is a white-hot commodity from the perspective of one buyer in particular.

↘️ Palantir Technologies (PLTR): The data-analytics company’s stock slid more than 3% in premarket trading even though it posted record quarterly revenue and profit late on Monday. ↗️ Pinterest (PINS): Shares of the image-sharing company rallied 16% ahead of the opening bell after it posted double-digit sales growth and bullish second-quarter guidance.