Notícias

Riot Platforms, Inc. (NASDAQ:RIOT) struck a $9.1 billion, 20-year computing deal with Anthropic this week, leasing 191 megawatts of power at its Rockdale, Texas campus. The deal could grow to $16.1 billion if extended twice by five years each. Shares initially jumped more than 20% before giving back most of the gain. Why This Matters […]

Taiwan Semiconductor Manufacturing Co. is the world’s largest chipmaker. Here’s how it grew into the semiconductor behemoth it is today.

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 […]

A semiconductor giant has fallen back to a familiar battleground, forcing investors to ask if the past is any guide to the future.

ASIC runs above 1,000 TOPS on TSMC's 5-nanometer process

Autonomous rideshare operator — which is owned by Alphabet (GOOG, GOOGL) — has begun building its own AI chips to better optimize sensor data, according to Bloomberg. Yahoo Finance Tech Editor Dan Howley examines Waymo's move to bring more of its technology in-house.

Cathie Wood Dumps AMD Stock Again After $13 Million Sell-Off

Marvell's deeper Google relationship adds another competitor for AI inference workloads already contested by Nvidia.

Nvidia's AI ecosystem gives it an edge in the AI chip trade -- here's how Broadcom and AMD stack up.

Druckenmiller's Duquesne Family Office just dumped its entire position in Micron stock.

Cathie Wood's ARK Invest launched a new autocallable ETF that tracks the firm's other funds, which hold stocks like Tesla, Palantir and AMD.

Advanced Micro Devices has delivered a very strong 5 year share price gain, yet the current valuation checks are split, with an intrinsic value estimate from a Discounted Cash Flow (DCF) model pointing to upside while traditional market multiples lean expensive. Over the last 5 years the stock has returned about 3.3x, which puts extra focus on whether current expectations already bake in much of AMD's AI and data center growth story. Planned multi billion dollar debt issuance to fund AI and...

AMD has surged 117% this year on AI infrastructure spending, yet shares just pulled back sharply while Wall Street scrambles to catch up to what CEO Lisa Su revealed on the earnings call. Our model points to a specific date when $650 becomes reality.

AMD's stock is crushing Nvidia's, but that's not consistent with how the businesses are doing.

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.

Marvell's AI infrastructure business just posted record data center revenue and management keeps raising its multiyear outlook, yet the stock still sits well below its 52-week high. Here is what the numbers say about whether the rally has room left to run.

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

Alphabet Inc.’s Waymo has built a custom chip that the company said will improve the performance of its robotaxis, while also diversifying its chip supply beyond third-party companies such as Nvidia Corp.

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.

Wood’s ARK Invest purchased $20 million shares of Broadcom on Wednesday.

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.

AMD and Alphabet look like good long-term buys.

AMD's AI momentum commands a premium valuation, while Salesforce's software dominance trades at a fraction of that multiple, a stark contrast that reshapes the growth-versus-value debate.

Yields on the 10-year and 30-year Treasuries pulled back Wednesday after the Treasury Department announced new buyback levels.

The market is treating NVIDIA like a semiconductor laggard, even as its growth and profit metrics dominate the very peers it's being priced against.

What does Google's $94 billion stake in SpaceX really mean?