Notícias

Anthropic is becoming a central driver of Broadcom’s AI growth story.

A deep dive into the rivalry between Intel and Taiwan Semiconductor shows why chip foundries are AI's real bottleneck, how Intel's 18A/14A comeback stacks up, and which foundry stock fits your risk.

Marvell Technology (MRVL) raised its revenue outlook in late August. Yet its stock has fallen 16.4% over the past three months, before dividends. The S&P 500 returned 4.2% with dividends reinvested over the same stretch. After its late-August results, investors worried about when a key AI chip deal will pay off. Management placed the biggest gains from it in fiscal 2029 and beyond. Meanwhile, the shares already trade at a far higher multiple of profit than the S&P 500.

AI agents are changing where chip spending is flowing.

John Ternus has barely settled into the CEO chair when Washington starts pressuring him to abandon the memory chip deal Tim Cook spent a year fighting to protect, and the pressure is arriving at the worst possible moment for iPhone pricing.

The milestone raises the bar for AMD's next phase

If you hold NVIDIA (NVDA) stock, one number deserves your attention: roughly a quarter. That is the share of fiscal 2028 business management expects from AI labs it will back with its own balance sheet. NVIDIA's revenue more than doubled year over year in fiscal Q2 2027, so this number is easy to miss. An important thing to watch is how much future demand depends on NVIDIA backing its own customers.

What’s behind the compressed earnings multiple in NVDA, and why investors might want to pick up shares at these levels.

Marvell, AMD, and Broadcom are all sitting above Wall Street's consensus targets right now, yet one bold analyst sees each of them with meaningful room left to run before 2027 ends.

The valuation milestone prices complete-system execution, not merely a stronger GPU alternative.

Every AI doom headline that crosses my feed makes me want to buy more Nvidia, not less, and the company's own numbers explain exactly why the fear and the fundamentals are pointing in opposite directions.

Chip design complexity is hitting levels only a handful of software vendors can handle, and one under-the-radar name keeps collecting a toll on every advanced design that ships. The question is whether Wall Street has already priced in its edge or is still sleeping on it.

For the first time, our proprietary valuation model and Wall Street analysts are pointing at the same stock and the same direction, but the reasons behind that rare consensus reveal something bigger brewing inside Nvidia's next hardware cycle.

Companies in The News Are: ACN,NVO,NVDA,AVGO

NVIDIA stands out among four trillion-dollar chipmakers with broad AI hardware, networking and software strength as rivals face valuation and cycle risks.

Management's own revenue forecasts could carry the stock there without a richer earnings multiple.

Beyond NVIDIA, Vertiv and Arista Networks offer exposure to the AI data-center buildout through power, cooling and networking infrastructure.

Investors are willing to pay more for AMD's future earnings.

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

For those interested in getting paid with some AI exposure, Broadcom (AVGO), Vertiv (VRT), and Caterpillar (CAT) all fit the criteria.

If you own NVIDIA (NVDA) or Micron Technology (MU), you own the same idea: AI data centers want more chips and memory than the industry can supply. The two split from there. NVIDIA is putting its own balance sheet behind some of its biggest buyers. Micron's buyers are posting cash deposits to secure its memory, so the money flows in opposite directions.

The demand for optical networking components is poised to boom, and Lumentum is one of the best ways to capitalize on this lucrative niche.

Historic Day for AMD as Stock Surge Pushes Valuation Above $1 Trillion

AMD touched $1 trillion as Meta's Muse agent, a 10% chip price hike and a CPU rotation left Nvidia trailing.

AI semiconductor growth is increasing revenue concentration while Broadcom's software operations provide diversification.

Broadcom's AI revenue roadmap is secured for years, backed by commitments from the world's tech giants. Intel's turnaround is making progress, but the foundry business still needs to prove it can win at commercial scale.

Investing.com -- Advanced Micro Devices briefly surpassed $1 trillion in market capitalization for the first time on Monday, becoming the fourth U.S. chipmaker to reach the milestone as investors increase their bets on the company's growing presence in AI computing.

AMD stock gained as much as 10% on Monday, extending a five-session winning streak driven by renewed demand for AI chips

Credo's new 1.6T ZeroFlap optics deepen its optical push as management targets more than $600 million in fiscal 2027 optical revenue.

Advanced Micro Devices Inc. shares jumped Monday, putting the company on track to close above $1 trillion in market value for the first time amid renewed optimism for chipmakers necessary to power artificial intelligence.