Notícias

Taiwan Semiconductor is primed to be a major winner over the next few years.

Nvidia announced stellar second-quarter results, but one number is particularly bad news for some of its chip competitors.

Broadcom is a steady AI infrastructure bet, while AMD offers higher-risk, higher-reward potential as it challenges Nvidia in AI chips.

As Advanced Micro Devices has outperformed relative to the Dow over the past year, Wall Street analysts maintain a bullish outlook on the stock’s prospects.

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

AMD crossed 30% in client CPUs, yet its bigger win over Intel is in the data center that actually drives profits.

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

MarketBeat analysts recap a mixed earnings week, covering AI infrastructure demand, retail's K-shaped consumer trends, Meta's $18 billion settlement, and stock picks across tech, biotech, and retail sectors.

A niche AI fund with almost no Nvidia is somehow lapping QQQ by a massive margin, and the reason why reveals a blind spot most investors have about where AI profits actually come from.

Past patterns suggest that investors are heading into a rough month, but holding steady and staying in the market pays off over the long run.

Broadcom's stronger AI diversification and lower valuation give it an edge over AMD in risk-reward potential.

Arm Holdings' AI opportunity spans data centers, devices and custom silicon, supported by its royalty model and energy-efficient processor architecture.

CNBC reported on August 18, 2026, that NVIDIA Corporation (NASDAQ:NVDA) agreed within the same week to a $500 billion financing pact with major Wall Street firms and up to $105 billion in support for an OpenAI data center in Ohio as rivals AMD and Google chip away at its once-dominant technology lead. Why This Matters […]

Nvidia, the world’s largest company, began outperforming rival Advanced Micro Devices in early July.

IREN signed enough AI cloud contracts to dwarf its reported revenue, yet shares collapsed after earnings. The reason why reveals a growing fault line between how Wall Street reads a balance sheet and how this company is actually building its business.

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

The rack platform and the server line behind the run were both named in the company's own calls before the stock moved.

Microchip's expanding portfolio targets edge AI, data centers and aerospace, with total system solutions broadening its silicon reach.

Intel's factories are still losing money on wafers they mostly sell to Intel, and the stock's multiple likely assumes that changes.

A day after rallying on the back of strong results from Nvidia, the AI trade is stumbling to close out the week.

Marvell just posted record Data Center numbers and raised its outlook, yet the stock is getting crushed in early trading. The culprit is a massive Google AI deal that Wall Street wanted years sooner than management is promising to deliver it.

Some investors have worried about increasing competition.

ARK keeps trimming AMD after its huge 2026 rally.

Every quarter, one semiconductor company keeps outgrowing its own guidance while quietly locking in partnerships that look less like vendor contracts and more like infrastructure ownership. Here is why the buy button stays warm.

Hock Tan engineered a semiconductor company that profits whether hyperscalers bet on GPUs or custom silicon, and the demand already booked stretches years into the future. Here is why that structure keeps pulling me back to the buy button.

While Wall Street piles into the usual semiconductor giants, three mid-cap names buried deeper in the AI stack are quietly booking orders into 2027 and posting triple-digit revenue growth that most investors have not noticed yet.

This fund has one-quarter of its assets parked in Nvidia, Micron Technology, and Advanced Micro Devices.

On Aug. 27, 2026, the tech giant reported $96.2 billion in quarterly revenue, up 106% year over year, resetting expectations for AI spending power.

Celestica's $3 billion raise scared investors, but it funds the AI capacity driving UBS's upgrade, making the selloff look more like an entry point.

NVIDIA just handed investors a report that left every semiconductor peer in the dust, and now the stock sits near all-time highs with a market cap that would make most countries nervous. The question of whether to lock in gains or press the bet has never carried higher stakes.