Notícias

The Terafab joint venture is set to materially benefit both businesses.

The chipmaker’s stock performance gets all the attention, but behind the scenes it runs one of the largest cash-return machines on the market.

The investment firm has added to its Hut 8 investment amid the AI boom.

The S&P 500 Index ($SPX ) (SPY ) is up by +0.38% today, the Dow Jones Industrial Average ($DOWI ) (DIA ) is up by +0.69%, and the Nasdaq 100 Index ($IUXX ) (QQQ ) is up by +0.09%. E-mini S&P futures (ESU26 ) are up +0.37%, and September E-mini...

Stanley Druckenmiller’s Duquesne Family Office entered a new 754,800-share position in Riot Platforms during the second quarter as the company expands into AI data center capacity with a major long-term agreement.

NVDA heads toward its Q2 earnings release with revenues expected near $91 billion as AI, Data Center and Blackwell demand fuel growth prospects.

The paradox of Micron is that even as its stock has soared 700% over the past year, it still has an underwhelming valuation. Micron CEO Sanjay Mehrotra thinks the market is wrong and the stock could be drastically undervalued. Mehrotra wants the narrative to change and for memory to lose its commodity status.

Great Hill Capital founder Tom Hayes believes Berkshire Hathaway Inc. will fail to beat the S&P 500 over the next decade, declaring the conglomerate’s era of market outperformance is “done.” Instead, the contrarian investor is placing high-conviction turnaround bets on...

Micron's record revenue arrived on shipments that barely grew, which leaves the price of memory carrying the entire case.

The paradox of Micron is that even as its stock has soared 700% over the past year, it still has an underwhelming valuation. Micron CEO Sanjay Mehrotra thinks the market is wrong and the stock could be drastically undervalued. Mehrotra wants the narrative to change and for memory to lose its commodity status.

Nvidia Corp. is in early discussions with the Korean AI chip designer Rebellions about possible collaborations, including a technical partnership, an investment or perhaps even an acquisition, according to people familiar with the matter.

Druckenmiller has never had a down year in all his years as a professional investor.

Wall Street has some mixed opinions on these three stocks.

On August 13, 2026, The Wall Street Journal reported that Lenovo Group Limited (OTC:LNVGY)’s first-quarter revenue jumped 43% year over year to $26.94 billion on AI hardware demand. The company now expects to hit its $100 billion annual revenue goal ahead of schedule, even as it swung to a net loss. Intel Corporation (NASDAQ:INTC) raised […]

Coatue Management started a new AMD stock position worth $55.8 million in Q2, joining a wave of fresh AI bets from the hedge fund giant.

For those holding Advanced Micro Devices, here is a way to get paid a real income now, money you keep no matter what, in exchange for capping your gains at a higher price.

A powerful business turnaround is fueling this chipmaker's stock, but a recent pullback forces every investor to ask if the real opportunity has already been priced in.

Cathie Wood and Stanley Druckenmiller are looking at the same AI chip stock and moving in opposite directions. ARK Invest sold 25,917 Advanced Micro Devices, Inc. (NASDAQ:AMD) shares across four ETFs on August 17 while simultaneously adding Nvidia across five funds. The move continued a pattern of trimming AMD exposure: ARK’s second-quarter filing showed about […]

Moderna was the best performing stock in the S&P 500 yesterday. Moderna stock had fallen over 22% on Thursday in its worst single-day decline on record, according to Dow Jones Market Data. The stock more than doubled in the trading session prior.

Stanley Druckenmiller's Duquesne Family Office exited Intel entirely last quarter, even as the chipmaker posts its strongest growth in years.

Stanley Druckenmiller just closed out three of the most talked-about semiconductor positions on Wall Street and immediately put the proceeds to work in a pair of AI infrastructure names most income investors overlook entirely.

SoftBank Group has made Intel (NasdaqGS: INTC) the centerpiece of its latest 13F filing, with the stock accounting for nearly 67% of the group’s disclosed U.S. equity portfolio. The position reflects an unusually high single stock concentration for SoftBank and gives Intel a visible role in the group’s U.S. equity approach. The move adds fresh context to Intel’s AI and manufacturing build out, aligning its recent capital raises and executive changes with support from a major global...

Consensus turns today's multiple into a much lower one within two years, and by management's own account the constraint on getting there is capacity rather than demand.

Micron is spending record cash flow on new fabs whose output arrives into the same year its own outlook expects memory supply to improve.

Tiger Global substantially increased its Intel stake during Q2, adding another institutional vote of confidence as Intel's AI, data center, and foundry businesses gain momentum.

Qualcomm's non-handset business is inflecting fast enough that management expects it to replace the revenue Apple is taking away, and the first proof of that arrives in the December quarter.

Google just handed Marvell a $12.2 billion equity-linked custom-chip deal, and Broadcom shareholders are left wondering how much of their AI revenue story walked out the door with it.

Tiger Global's Chase Coleman was busy buying Cerebras and Intel stock in Q2.

The share count hasn't budged since March. The value more than tripled. The difference matters for anyone who owns the chipmaker's stock.

A number of stocks fell in the afternoon session after investors reacted to a significant partnership between Google and Marvell Technology for custom AI chip development, signaling a potential shift in market share.