Notícias

Most of the AI trade is hitting the brakes this morning.

The benchmark US stock measures were tracking in the red before the opening bell Monday as traders a

South Korea's AI chip boom lifts GDP to 21.9% in H1 2026 but hides the biggest concentration risk since the 1970s.

Sept 14 (Reuters) - Futures tracking the Nasdaq 100 index led losses early on Monday, dragged by a selloff in AI heavyweights after top U.S. executives said development of the technology should be

Anthropic just signed a compute bill so large it reshapes the math behind every NVIDIA forecast on Wall Street, and the number arriving ahead of the company's IPO raises a question Jensen Huang's own team has not fully answered yet.

Elon Musk recently praised a specific GPU stock during SpaceX's earnings call.

Pre-Market Stock Futures: Futures are trading mixed after a second brutal day, with all major indices finishing lower again. Rising rates, Brent Crude trading above $100, and what appears to be an increase in the Iran attacks in the Persian Gulf were all it took for sellers to keep hitting bids. Once again, the small-cap […]

Oil prices and Treasury yields weighed on the indexes, But Meta, AMD were winners. Apple unveiled its foldable iPhone. Inflation data looms.

By Niket Nishant and Tharuniyaa Lakshmi Sept 9 (Reuters) - The main U.S. stock indexes fell on Wednesday as oil prices soared past $100 a barrel and Treasury yields rose, putting pressure on equities

Cathie Wood's firm ARK Invest added to its already sizable position in the trading platform Robinhood, which is back in a buy zone.

Investing.com -- Advanced Micro Devices shares jumped roughly 7% on Tuesday after management outlined an aggressive artificial-intelligence growth strategy at the Citi Global TMT Conference, anchored by a new $2 trillion total addressable market estimate by 2030. At the core of AMD’s thesis is a pivotal shift in the AI landscape. Computing demand is rapidly transitioning from training large AI models to executing them—a process known as inference. According to Citi’s summary of the event, AMD ma

AI stocks rise despite the market’s inflation worries, but Amgen falls following Swiss drugmaker Novartis’ disappointing trial data.

Nvidia’s earnings report had a number buried inside that AMD and Intel investors needed to see.

The chipmaker's up-to-$5 billion pledge comes with conditions attached -- and the company on the receiving end is about to get a public price.

Both companies are delivering impressive revenue growth.

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.

The S&P 500 Index ($SPX ) (SPY ) is down by -0.16% today, the Dow Jones Industrial Average ($DOWI ) (DIA ) is down by -0.23%, and the Nasdaq 100 Index ($IUXX ) (QQQ ) is up by +0.28%. E-mini S&P futures (ESU26 ) are down -0.138%, and September E-mini...

Broadcom's AI revenue just posted a triple-digit surge, yet the stock is getting punished while its biggest rival is trading higher on the same report. The reason comes down to a margin story that is splitting the entire custom-silicon trade in two.

Billionaire entrepreneur addresses the recent rotation of “hot money” in the market.

Jim Cramer wants Nvidia to announce the largest share repurchase in corporate history, and his valuation argument is harder to dismiss than his collateral logic deserves to be.

Credo Technology Group (NASDAQ:CRDO) reported record fiscal first-quarter 2027 revenue of $479 million, up 10% sequentially and 115% from a year earlier, as demand for AI infrastructure connectivity products continued to expand. Chief Executive Officer Bill Brennan said the company’s growth has bee

Customers are already using the new system. What’s coming in 2027 is far bigger.

Global bond markets are selling off heading into September, with yields in Japan hitting their highest level since 1996

Cathie Wood Pulls $74 Million From AMD as Data Center Sales Soar

Broadcom is scheduled to report results for its fiscal third quarter after-market hours on Wednesday, September 2, with Wall Street looking for another quarter of exceptional growth.

ARK also sold 156,286 shares of Advanced Micro Devices on Friday, continuing a recent pattern of trimming that position

The “self-fulfilling prophecy” of betting on rising winners has suddenly turned into a losing game for investors who banked on its success.

Monday - Chipotle Mexican Grill assumed, downgraded to Neutral with a $40 price target

Investing.com -- Here are the biggest analyst moves in the area of artificial intelligence (AI) for this week.

Advanced Micro Devices Inc (NASDAQ:AMD) stock fell nearly 1% on Friday as investors weighed new semiconductor tariff risks that could raise costs across chips, data center servers and other technology hardware. Tariff Uncertainty Adds Risk For AI Hardware The Trump administration is reportedly considering new semiconductor tariffs that could extend beyond chips to products containing semiconductors, including laptops, gaming consoles and data center servers. Commerce Secretary Howard Lutnick rep