Notícias
Apenas manchetes de alto sinal - eventos macro, resultados, M&A, regulatório. Listicles e clickbait de analistas filtrados por padrão. Atualizado a cada hora.
Rising memory costs are starting to reshape hardware pricing
Intel Faces New AI Hardware Headwind as GPU Prices Surge Across Key Markets
Wedbush sees another sign of memory inflation.
Tiger Global just opened a new stake in Applied Digital, betting on growth in AI data centers. Here is what the hedge fund's 13F filing shows.
Lee Ainslie just torched Maverick Capital's playbook, dumping chip giants to pour hundreds of millions into five names that look nothing like his fund's typical bets, and one of them involves derivatives on a Brazilian fintech.
Intel's client computing business is gaining momentum as AI PCs, Edge AI, robotics and Physical AI open new growth avenues beyond traditional PCs.
Intel Intel (NASDAQ:INTC) CEO Lip-Bu Tan bought about $10 million worth of INTC shares earlier this month at $95 a share, the same price at which Intel had just priced a $20 billion secondary offering days earlier. Intel’s Q2 revenue rose 25% year over year, a massive acceleration from Q1’s 7% growth. Margins jumped to […]
Several stocks have recently seen notable insider buys from CEOs, including a $10 million dollar bet from a semiconductor favorite.
Here’s what could be next for Intel stock.
Analog Devices (ADI) on Wednesday projected above-consensus profit and sales for its fiscal fourth q
Samsung reportedly raising prices for manufacturing processors should be good news for its competitors Intel and Taiwan Semiconductor Manufacturing.
Intel CEO Lip-Bu Tan just bought over 100,000 shares of Intel in the open market.
Can these AI stocks deliver life-changing returns?
The billionaire's family office sold five chip and photonics stocks in a single quarter -- and made two of its biggest bets on the companies writing the checks for AI instead of chasing them.
Shares slipped Wednesday in Asia after Wall Street pulled further from its all-time high as artificial-intelligence stocks resumed their decline. Samsung Electronics shed 6.9%, while memory chipmaker SK Hynix tumbled 7.9%. Apart from renewed jitters over criticism that AI-related stocks have shot too high, rising oil prices also were clouding market sentiment.
Intel (INTC) has just completed a US$20b follow on equity offering of 210,526,315 common shares at US$95 each. This capital raise directly affects shareholder dilution and future funding flexibility. See our latest analysis for Intel. The follow on offering has arrived alongside a sharp pullback in Intel’s share price, with the stock down 6.58% over the last day but still carrying a very strong year to date share price return of 145.52% and a one year total shareholder return of 282%. This...
The S&P 500 Index ($SPX ) (SPY ) closed down by -0.69% on Tuesday, the Dow Jones Industrial Average ($DOWI ) (DIA ) closed down by -0.22%, and the Nasdaq 100 Index ($IUXX ) (QQQ ) closed down by -1.68%. E-mini S&P futures (ESU26 ) fell -0.69%, and September E-mini...
The chipmaker recently released its 13F holdings report, revealing a large stake in the space stock.
As CEO Lip-Bu Tan buys another 105,000 shares, his growing bet on Intel adds fresh confidence to the chipmaker’s turnaround story.
Intel’s improving position in AI, solid demand for data center products, and expanding foundry ambitions provide credible sources of future growth.
Intel Stock Takes Another Hit as UBS Trims Price Target to $112