Notícias

ASML stock tumbled on Monday on a report of competition emerging in China. It was among the biggest losers on the Philadelphia semiconductor index.

Nvidia stock drops within a base Monday ahead of a batch of Magnificent Seven earnings report on deck this week.

Investors are underappreciating the MLP's war-fueled earnings and volume growth potential.

The payments enterprise has seen its share price soar 2,410% since its initial public offering in 2008.

A Wall Street Journal report about NVIDIA potentially backstopping OpenAI's compute ambitions at a staggering scale has triggered a broad selloff across AI hardware names, and the concern investors cannot shake goes straight to the heart of how sustainable the AI spending boom really is.

The Dow Jones Industrial Average was up, while the S&P 500 and Nasdaq Composite were down in late-mo

Intel reported blowout numbers in the second quarter of 2026.

Every DeepSeek headline and server delay rumor triggers a fresh wave of fear around Nvidia, yet one stubborn number on the income statement keeps pulling a contrarian investor back to the buy button.

Lisa Su set a bold target for AMD to hit $100 billion in annual revenue by 2030, but Wall Street analysts now see a very different timeline taking shape as AI infrastructure spending reshapes the entire semiconductor landscape.

The average S&P 500 yield hasn't been this low in more than 150 years.

Investing.com -- Investors are hitting the brakes on Nvidia (NASDAQ: NVDA). The chipmaker’s stock dropped 4% on Monday after a staggering weekend of mega-deal announcements shifted Wall Street’s focus from sky-high demand to balance-sheet realities. The weekend deal flow was breathtaking in its scope, racking up over $750 billion in commitments and investments. Taken together, the sticker shock was enough to rattle investors and draw a pointed, three-word post on X from legendary short-seller Mi

The voice artificial intelligence (AI) company releases its second-quarter numbers next week.

Each of these founders has unique strengths and a vision for their company.

Apple is close to overtaking Nvidia as the largest company for the first time in more than a year. Nvidia stock is down 3.7% today, extending its losses from last week. This brought its market capitalization down to $4.8 trillion.

Apple stock has climbed more than 22% year to date, with investors rewarding the iPhone maker for its capex-light approach to AI spending.

Walmart, Costco, and Home Depot each sit at a very different point on the risk and reward map right now, and consumer sentiment just printed deep inside recessionary territory. One of these retail giants stands out as the clear winner while two others demand patience.

The AI selloff that crushed Meta shares this week sent one investor straight to the buy button, and the reasoning behind that move cuts against everything the market currently believes about Big Tech spending.

Microsoft shares are sitting 20% below their peak while the underlying business keeps compounding, and that gap is exactly why one investor sees a window closing fast before the July 29 earnings report.

Look out below for semis?

Amazon has a lot to live up to when it reports second-quarter results.

Apple and Nvidia are locked in a battle for the world's top market cap spot, and the company poised to win is not the one dominating AI headlines. The reason why reveals a surprising split forming among investors over the future of artificial intelligence.

Kraft reports its second-quarter earnings next week.

Tech skeptics say the AI rally is running on fumes, but one Wall Street analyst sees a demand imbalance so extreme it suggests the buildout has barely started. Here is what the latest hyperscaler earnings reveal about where we actually stand.

Amex had strong Q2 revenue and earnings growth, but rising expenses are concerning.

Structured notes have long offered this kind of downside protection, but retirees had to lock up capital and accept illiquidity to get it. A new breed of ETF changes that equation in a way most conservative investors have not yet considered.

Semiconductor capital equipment stocks took a brutal U-turn on Monday. Heading into the opening bell, the sector was riding a pre-market high. The optimism was fueled by easing geopolitical tensions in Iran and a blockbuster Wall Street Journal report revealing that Nvidia is in talks to guarantee a massive $250 billion in financing for an OpenAI data center project. But that AI-driven euphoria evaporated instantly. ASML erased early gains of over 2%—and dragged U.S. peers Applied Materials (AMA

Jensen Huang just told the world that the entire semiconductor industry is not remotely built for what comes next, and his forecast for how much it needs to grow will reshape how investors think about every chip stock in the market.

Favorable trends could drive Delta to even higher altitudes.

Tech stocks rose on Monday morning amid tentative optimism ahead of a flood of Big Tech earnings this week.

Nvidia keeps reclaiming the throne and Apple is lining up a new CEO, fresh AI features, and a device upgrade program that could ignite a supercycle. Only one of these giants walks away as the world's most valuable company, and the pick might genuinely surprise you.