Notícias

China’s AI hardware push is gaining momentum as domestic chipmakers race to close the gap with Nvidia.

Meta stock surged 11% Monday after Wells Fargo raised its price target, citing early demand for the Muse AI assistant.

Iridium shareholders will vote on the $8.1 billion enterprise-value deal on Sept.24, with closing targeted for mid-2027.

Advanced Micro Devices, Warner Bros. Discovery and Moderna stocks surged to annual highs amid a series of positive catalysts.

Asian shares mostly rose early Tuesday, as the market mood turned positive from the overnight rally on Wall Street. Hong Kong's Hang Seng gained nearly 0.6% to 25,185.26, while the Shanghai Composite rose 0.4% to 3,964.45. Wall Street climbed to the edge of its all-time high Monday.

Meta’s new AI agent sparks a broader debate over agentic AI, platform access and the future of app-based services.

U.S. markets on Monday gained on surging AI stocks, with the S&P 500 hitting a new 52-week high.

Shares of semiconductor designer Lattice Semiconductor (NASDAQ:LSCC) jumped 5.7% in the afternoon session after the company launched its Mach-N2 FPGA line and Prompt AI development tool for data center security and efficiency, alongside a newly disclosed $94.74 million stake by Bank of America.

AI agents fuel fresh optimism around semiconductor demand.

AI chip excitement has jumped again as semiconductor stocks rally, with the PHLX Semiconductor Index up over 3% and AMD briefly touching a $1 trillion valuation. That kind of momentum can pull capital into anything tied to advanced AI infrastructure, including equipment providers that sit further up the supply chain. This article breaks down 3 semiconductor capital equipment stocks exposed to the latest AI headlines so you can evaluate whether they merit a closer look. The stocks covered...

Fastly Inc. (NASDAQ:FSLY) climbed by 14.92 percent on Monday to end at $27.42 apiece as investors began positioning portfolios ahead of key business updates at its Investor Day meeting tomorrow, September 22. The rally was supported by earlier warnings from Anthropic Chief Executive Officer Dario Amodei that development of artificial intelligence must slow down and […]

Shares of aerospace and defense company Rocket Lab (NASDAQ:RKLB) jumped 8.2% in the afternoon session after Cantor Fitzgerald reiterated an Overweight rating and a $122 price target on the stock, citing upcoming catalysts and strong launch execution.

Meta's Muse could usher in a wave of agentic AI-driven growth for chipmakers.

Grab (NASDAQ:GRAB) said it has agreed to acquire a controlling 60% equity interest in consumer finance platform Atome Financial, a transaction the Southeast Asian technology company said would accelerate the scale and profitability of its financial-services segment. Chief Executive Officer Anthony

A number of stocks jumped in the afternoon session after falling Treasury yields eased pressure on software stocks as signs of cooler U.S.–China tensions lifted risk appetite. The benchmark 10-year Treasury yield fell roughly 3 basis points to 4.97%, slipping below the 5% threshold, according to CNBC. A retreat in bond yields provides relief for enterprise software equities, whose valuations are anchored by cash flows projected years into the future. Separately, attention turned to the U.S.–Chin

Debt facility and earnings beat reshape the DigitalOcean Holdings narrative DigitalOcean Holdings (DOCN) drew fresh attention after reporting quarterly revenue above analyst expectations and lifting full-year EPS guidance, a combination that helped fuel a positive reaction in the stock. The earnings update arrived shortly after DigitalOcean Holdings secured a new US$725 million equipment finance facility to support capacity expansion for its AI-Native Cloud platform, giving investors fresh...

Alibaba trades at a steep valuation discount while MercadoLibre sustains 39% revenue growth, a classic value-versus-growth showdown with starkly different risk profiles.

AMD and META were two of Monday's biggest mega-cap winners, with both stocks surging roughly 10% as enthusiasm around artificial intelligence returned in force.

Bitcoin surged toward $87,000 on Monday. Here’s why.

Key Stats for Snowflake StockCurrent Price: $332. 43Target Price (Mid): ~$879Street Target: ~$425Potential Total Return: ~165%Annualized IRR: ~25% / yearWhat Happened?Snowflake (SNOW) bottomed on April 10 after a 56% drawdown, then spent the next five months erasing almost all of it.

Vicor Corporation (NASDAQ:VICR) announced on September 16 that it has licensed its Vertical Power Delivery patents to a new manufacturer of AI systems. The customer may buy patented modules from other suppliers and pay Vicor royalties, discounted if it sources the most demanding parts from Vicor. The shares rose about 18% the next day and […]

Bitcoin is rallying.

Recent history has a lesson for Costco shareholders.

Key Stats for Applied Materials StockCurrent Price: $444. 57Target Price (Mid): ~$790Street Target: ~$641Potential Total Return: ~78%Annualized IRR: ~15% / yearWhat Happened?Applied Materials (AMAT) closed up 6.

New Era Energy has signed a 207 MW power purchase agreement with Vistra for its planned Odessa, Texas, data center campus, advancing a project the company ultimately intends to scale…

According to a filing with the Securities and Exchange Commission on Monday, Cohen bought 1.15 million GME shares in multiple transactions priced between $22.76 and $23.02 for roughly $26.4 million.

Omnicell has been treading water for the past six months, recording a small loss of 4.6% while holding steady at $32.74. The stock also fell short of the S&P 500’s 16.4% gain during that period.

The latest trading day saw NXP Semiconductors (NXPI) settling at $232.41, representing a +1.94% change from its previous close.

Medpace (MEDP) concluded the recent trading session at $624.2, signifying a +1.94% move from its prior day's close.

Insurance stocks can be well positioned in a higher interest rate environment, particularly because insurers collect premiums upfront and invest that money until claims are paid.