Notícias

The high-profile purchase grabbed attention, but Intel's operating turnaround remains the real valuation test.

A second AI growth engine could reshape AMD's earnings outlook

Raymond James argues that agentic AI will make CPUs more valuable--not obsolete--inside enormous accelerator clusters.

Enterprise AI infrastructure decisions should be centered on return on investment rather than hardware specifications alone, according to Anil Nanduri, vice president of AI Products and Go-To-Market for Intel (NASDAQ:INTC) Data Center. Speaking during The Six Five Summit: AI Unleashed 2026, Nanduri

Nvidia earnings are Wednesday but rival Advanced Micro Devices is the chip maker that could capitalize on booming CPU demand.

The Terafab could become the world's largest vertically integrating chipmaking plant.

Intel is putting $20 billion behind its foundry ambitions as AI demand strengthens, though there are risks.

INTC expands its AI infrastructure portfolio with Diamond Rapids, Crescent Island and Wildcat Lake for data centers, enterprises and edge devices.

The sticker price on the world’s most important chipmaker is high, but the multiple you are actually paying two years from now is another story entirely.

Advanced Micro Devices received a bullish vote of confidence as Raymond James upgraded AMD stock to strong buy from outperform.

Tech stocks reversed Monday's losses, buoyed by falling oil prices and Treasury yields.

Nvidia earnings are Wednesday but rival Advanced Micro Devices is the chip maker that could capitalize on booming CPU demand.

Two chip stocks are each up 3% Tuesday for reasons that have nothing to do with each other, and the gap between those catalysts reveals something important about what is actually moving semiconductor prices right now.

MSFT, ORCL and INTC show early rebound signs as Microsoft holds support, Oracle tests EMA resistance and Intel attempts to find a floor.

A congressional disclosure just turned one fuel cell stock into the morning's biggest mover, but the filer's cost basis tells a very different story than today's price tag.

Intel Stock Pops After Pelosi Loads Up on Shares and Call Options

Stock futures were rising early Tuesday as the tech sector, and chip stocks in particular, looked set to rebound.

HSBC just blew up the consensus on Intel with a price target that towers above every other analyst on the Street, and it landed right as the stock shed 15% in a single week. Whether that call is visionary or reckless depends on a foundry business that has never turned a profit.

Investing.com -- Bank of America told clients in a note on Tuesday that the risk/reward in semiconductors is positive despite near-term pressure, with the bank flagging eight names as enhanced buying opportunities.

Paul Pelosi just placed a multimillion-dollar bet on a fuel cell company tied to AI data center power, and the structure of the trade looks almost identical to the household's most profitable NVIDIA play yet.

Stock futures pointed to a higher open Tuesday, a day after the Nasdaq Composite and S&P 500 began the week with losses, as oil prices retreated and bitcoin topped $80,000 for the first time in more than three months.

Coinbase has launched tokenized U.S. equities on the Base blockchain. The August 24 rollout includes 13 stocks — NVDAc, METAc, AAPLc, GOOGLc, AMZN, COIN, CRCL, INTC, MSFT, MSTR, SNDK, SPCX, and TSLA — each representing a direct claim on the underlying share, not a synthetic derivative. The product is live. The U.S. regulatory framework that […]

The three biggest stock sales by already-public companies this year now share one purpose. Every one of them is paying for the AI build-out.

When the AI complex wobbles, the money has to go somewhere. Monday it went to the giant whose earnings don't depend on the build-out.

The U.S. Treasury chief threatened economic sanctions against any country doing business with Iran.

A powerful run in this AI-critical stock has paused, forcing investors to decide if its world-class business engine has more fuel than the market has priced in.

The clues to the run sat in dated interconnect milestones, not in the custom-silicon question that dominated the argument surrounding the stock.

A number of stocks fell in the afternoon session after investors trimmed chip exposure to reduce portfolio risk ahead of Nvidia's highly anticipated earnings report.

Intel (NasdaqGS: INTC) announced a collaboration on open-source 5G and NextG testing with the COSMOS testbed, Rutgers University, Columbia University, NYU, and Airspan Networks. The partnership centers on city scale trials of 5G core and O-RAN radio technology aimed at evaluating real world performance and interoperability. The project is designed to support future network evolution, including potential 6G use cases, across a mix of academic and industry partners. This push into open, next...

Two very different stocks are targeting the same megatrend.