Notícias

Intel shares tumbled Tuesday as the ongoing Iran conflict continues to rattle markets.

AI hardware stocks are bleeding out hours before Cerebras' most anticipated product reveal yet, and the reasons go well beyond one company's event.

This chipmaker's stock has delivered a chart-topping performance, but its operating results sit squarely in the middle of the pack, forcing investors to decide if the price has run too far ahead of the business.

All 30 stocks in the PHLX Semiconductor index are down in recent trading, helping drag the Nasdaq composite lower. Here are some of the biggest decliners: Coherent, down 11.4% Credo Technology, down 11.

Intel shares are up over 300% in a year, but Wall Street still has serious doubts, and the gap between the consensus target and the bull case reveals a high-stakes bet on whether one unproven technology can rewrite the entire story.

U.S. stocks are trading lower today. The Nasdaq is down 1.4%, the Dow Jones Industrial Average is off 0.1% and the S&P 500 is down 0.6%. Here is what is driving the markets today: Worldwide bond selloff: An accelerating bond selloff in recent days has pushed some Treasury yields to levels not seen since 2007.

Nvidia Corp. shares could be trading at a discount of as much as 50%, as investors overstate risks related to the leader in artificial intelligence chips, according to Bank of America.

NVIDIA's first public 13F filing surprised Wall Street with a portfolio that reads less like passive investing and more like a strategic blueprint for controlling the entire AI supply chain. Five of its holdings reveal exactly where Jensen Huang thinks the real money flows after the GPU.

Intel sits on roughly $30 billion in cash, yet its entire disclosed stock portfolio fits inside just two struggling companies tied to autonomous flight and self-driving cars. The reasoning behind that concentrated bet says more about CEO Lip-Bu Tan's grand vision than any earnings call ever could.

Tech stocks took a leg lower amid concerns about rising borrowing costs.

U.S. stocks were struggling, with the Nasdaq down sharply amid renewed tensions in the Middle East.

Quarterly institutional filings just revealed which major tech rivals and hedge funds were crowding into the same chip stock before Tuesday's sharp selloff, and the concentration levels are raising eyebrows across Wall Street.

In a major update, Stanley Druckenmiller’s Duquesne Family Office has made a notable move into publicly traded Bitcoin mining companies. It has added exposure to four major miners as the billionaire investor reshuffles his portfolio. According to the latest portfolio disclosures, Duquesne has opened positions in Bitdeer Technologies, Riot Platforms, Hut 8 and IREN. The

Chip stocks spent just 21 days in bear market territory. But that’s where the good news ends on Tuesday.

The Japanese investment group held 86.9 million Intel shares worth $12.1 billion as of June 30, dwarfing all other U.S. equity positions

Small-cap stocks are finally recovering after years of underperforming the major indexes.

Investors are ditching chip makers and other AI stocks that had helped keep the market afloat on Monday.

Chip stocks spent just 21 days in bear market territory. But that’s where the good news ends on Tuesday.

Sen. Rick Scott (R-Fla.) highlighted freedom, community and American innovation as core American values while warning that socialism threatens the opportunity he believes defines the American Dream. Scott Praises American Freedom On Sunday, Scott took to X to celebrate what...

↗️ BHP Group (AU:BHP, BHP): The Australia-based miner reported a 9% increase in annual net profit as prices of copper surged to record highs. Its shares rose in Australia. 🔎 Home Depot (HD): The home-improvement company is set to report its earnings ahead of the opening bell.

NVIDIA and top institutional investors are piling into AI infrastructure, with 13F filings revealing bets on Intel, CoreWeave, Nebius and more.

Earlier in August 2026, Intel completed a US$20.00 billion follow-on equity offering of about 210,526,315 common shares at US$95.00 each, reshuffling a broad syndicate of co-lead underwriters including major global banks. The upsized share sale marks a clear shift in Intel’s capital approach, prioritizing fresh equity over additional debt to fund its capital-intensive manufacturing and AI infrastructure build-out. We’ll now look at how this large equity raise to accelerate manufacturing and...

Most of that loss was paper. Still, today's premium price assumes profits that haven't arrived yet.

Synopsys is heading toward its next earnings release as its expansion strategies aim to reignite momentum following recent stock weakness.

Intel’s $23 billion raise could give its comeback story a fresh boost as its foundry business gains momentum.

Management signed deals to guarantee years of record profits, yet the stock is slipping, a sign the market is more worried about the ceiling than excited about the floor.

Masayoshi Son just placed an enormous single-stock bet inside SoftBank's US portfolio, and the company he chose sits at the center of America's most contested semiconductor comeback story.

Tech stocks were higher late Monday afternoon, with the State Street Technology Select Sector SPDR E

Famed investor Stanley Druckenmiller has taken a shine to cryptocurrency miners turned artificial intelligence (A.I...

OmniAb (OABI) unveiled a partnership with Eli Lilly (LLY) on a new ion-channel drug discovery progra