Notícias

Tech stocks were higher Monday afternoon, with the State Street Technology Select Sector SPDR ETF (X

The family office increased its Amazon stake by more than 1,000% while completely exiting Broadcom, Intel, and Micron

A Wedbush note linking Cerebras to OpenAI's fastest inference tier sent shares surging after last week's brutal selloff, and the 13F filings landing Monday reveal exactly which major funds are quietly betting billions on the AI chip race.

A Sunday research note on a single chip ramp sent the entire AI networking layer surging Monday morning, and institutional positioning already hiding in plain sight suggests the move may have had more fuel than most realized.

Quarterly 13F disclosures offer individual investors an irreplaceable window into the playbooks of market-moving institutions.

Demand for its server chips runs ahead of what Intel can make, and the price now carries a build-out that is still years from finished.

Intel was once the world’s largest semiconductor manufacturer, but it has since lost its crown to other chipmakers. Nevertheless, its stock skyrocketed in 2026 as AI memory and processing demand grew rapidly. Just as Intel's fortunes have changed over the years, so has its efforts to raise capital. ...

Stocks got off to a quiet start a day after the S&P 500 hit a record high, while bitcoin fell.

Wall Street closed lower on Friday, dragged down by health and tech stocks.

There is a version of the AI trade that everyone can see. Nvidia sells chips. Hyperscalers buy chips. The money flows one direction. It's a clean story. The SEC filing Nvidia dropped on August 14 tells a different version of that story, one where the chip supplier is also one of the largest ...

Financial stocks were leaning lower pre-bell Monday, with the State Street Financial Select Sector S

The broad market exchange-traded fund SPDR S&P 500 ETF Trust (SPY) was up 0.1% and the actively trad

A series filings reveal the massive stakes tech giants Nvidia and Alphabet and mega investors Peter Thiel have in SpaceX.

GF sees stronger yields and broader customer interest.

Fresh capital comes with a meaningful cost for shareholders

It isn’t surprising that software stocks are falling, given that investors are loading up on some of their go-to AI picks.

Chips and memory stocks are catching a bid at the start of what could be a quiet week for the market.

Duquesne Family Office's billionaire boss made big moves in the artificial intelligence (AI) space during the second quarter.

↗️ Diana Shipping (DSX): Diana said Friday that it withdrew its bid to acquire Genco Shipping & Trading (GNK), ending a nearly year-long takeover battle between the two shipping companies. Shares in Diana rose about 7% premarket.

Higgsfield raised $400 million at a $5.4 billion valuation, with Goldman Sachs and Intel joining as new investors.

Dan Niles remains bullish on AI, citing strong infrastructure spending and cloud growth, while warning that elevated yields and geopolitical risks could drive volatility.

Tech companies are raising money, increasing production, and changing their plans as AI spending stays strong, while investors watch costs and how well companies deliver on their promises.

Lost in the commotion of earnings season, Cloudflare co-founder and CEO Matthew Prince made an extraordinary claim about how internet traffic is changing at an exponential rate, motivating Jon to ask Matt and Tyler to dissect the news and look for investment opportunities. The trio also discusses the latest news in the mining industry as well as Intel’s latest equity sale.

Second-quarter 13F filings, disclosed late last week for positions held as of June 30, tell a clear story inside the semiconductor trade: the biggest hedge funds rotated out of Broadcom (NASDAQ:AVGO) and into Taiwan Semiconductor Manufacturing (NYSE:TSM). Let’s take a look at what funds bought and sold the two chip titans. Loeb and Druckenmiller Both ... Wall Street’s Biggest Funds Are Dumping Broadcom and Adding Taiwan Semiconductor. Time to Follow the ‘Smart Money?’

Stanley Druckenmiller opened three brand-new semiconductor positions in a single quarter, and the names he chose reveal a calculated bet that the AI infrastructure boom has room to grow far beyond the obvious winner.

Intel (NasdaqGS: INTC) CEO has signaled a possible return to the memory market, positioning the company as a potential rival to Micron and SK Hynix. The move would mark a shift for Intel, which previously exited the memory segment after divesting related operations. A renewed focus on memory could expand Intel's product mix and affect how it competes and partners across the semiconductor industry. To see how this potential move by Intel fits into a wider build out of computing and data...

Enthusiasm for Big Tech and its huge investments in artificial intelligence is powering the stock market to record highs again. With a resilient economy and scorching demand, there’s seemingly only one obstacle that can derail this ride: higher interest rates.

Intel Corp CEO Lip-Bu Tan is investing $12 million of his own capital in the chipmaker’s newly upsized $20 billion stock offering, a move that Futurum Group CEO Daniel Newman sees as a strong vote of confidence. Lip-Bu Tan Invests...

Nvidia cut a check for an AI startup and woke up owning a massive stake in Elon Musk's rocket empire. The chain of events that turned a chip deal into one of the most unusual positions on any tech company's balance sheet raises a question shareholders probably never thought to ask.

Intel's stock has already tripled, so why did the company's own CEO just write a $10 million personal check to buy even more shares at full market price alongside ordinary investors?