Notícias
Apenas manchetes de alto sinal - eventos macro, resultados, M&A, regulatório. Listicles e clickbait de analistas filtrados por padrão. Atualizado a cada hora.
ARK is rotating toward space after tech's selloff.
Google's Marvell agreement deepened pressure on general-purpose accelerator companies despite retreating yields.
Advanced Micro Devices (AMD) has just completed a multi tranche debt offering of almost US$5b to fund its push into AI and data center markets. This new capital is already tied to partnerships with Microsoft and Cerebras, along with launches like Instinct Coder and potential work with Google on custom AI hardware. See our latest analysis for Advanced Micro Devices. The fresh bond deal has arrived during a mixed stretch for Advanced Micro Devices shares. The stock has pulled back about 4% over...
OpenAI, Anthropic, Meta, and AWS are all competing for the same scarce silicon, and one chipmaker sits at the center of every deal. Whether that position justifies the current price depends on a set of risk factors most investors have not priced in.
Lee Ainslie just torched Maverick Capital's playbook, dumping chip giants to pour hundreds of millions into five names that look nothing like his fund's typical bets, and one of them involves derivatives on a Brazilian fintech.
Intel's client computing business is gaining momentum as AI PCs, Edge AI, robotics and Physical AI open new growth avenues beyond traditional PCs.
Analog Devices (ADI) on Wednesday projected above-consensus profit and sales for its fiscal fourth q
Nvidia (NVDA) reports earnings next week, on August 26th. Ahead of the print, Bank of America (BAC) says the AI chip giant could be significantly undervalued relative to its peers. BofA analyst Vivek Arya argues Nvidia is trading at a steep valuation discount, with estimates of the gap reaching up to 50% while maintaining a $350 price target. Yahoo Finance Executive Editor Brian Sozzi welcomes EMJ Capital founder and president Eric Jackson, Markets and Data Editor Jared Blikre, and Senior Business Reporter to Nvidia's valuation and the expectations heading into earnings.
Marvell just walked into Broadcom's most important customer relationship, and the fallout is shaking loose bigger questions about whether Broadcom's stock has been quietly losing its grip on the AI chip race all year.
This fast-growing AI chip company could become a multibagger once again.
Cerebras Systems (NASDAQ:CBRS) outlined a product roadmap centered on faster AI inference, expanded data-center capacity and new partnerships with OpenAI, Arista Networks and Advanced Micro Devices during a company event led by CEO and Co-Founder Andrew Feldman. Feldman said the company recently we
Cerebras Systems late Tuesday introduced what it described as “the fastest AI accelerator in the industry.”
AMD just filed its first-ever 13F, and buried inside a $1.31 billion portfolio are five positions that trace exactly where the company believes AI infrastructure spending lands next, including one ticker most investors will never think to check.
AMD's stock is valued at a far higher premium than Nvidia's.
Custom silicon may open another path into hyperscaler spending
The chipmaker's CEO put hard growth numbers on the quieter side of its data center segment. They look a lot like AI numbers.
The S&P 500 Index ($SPX ) (SPY ) closed down by -0.69% on Tuesday, the Dow Jones Industrial Average ($DOWI ) (DIA ) closed down by -0.22%, and the Nasdaq 100 Index ($IUXX ) (QQQ ) closed down by -1.68%. E-mini S&P futures (ESU26 ) fell -0.69%, and September E-mini...
AMD shares fell after rising yields pressured chip stocks despite 107% data-center revenue growth.
Price targets on Advanced Micro Devices have shifted into a much wider range, with recent updates running from about US$450 up to US$1,250 as analysts revisit their assumptions. Those higher and lower targets reflect very different views on how AI infrastructure demand, data center products, and new partnerships might be reflected in AMD’s valuation over time. In the sections that follow, you will see how to interpret these moves and track the evolving story around AMD with more...
Uncertainty over the Middle East, inflation and the Fed has sent bond yields soaring — and created a big headache for tech stocks.
Tech stocks tumbled Tuesday, joining a broad market sell-off triggered by ongoing worries about the U.S.-Iran conflict which led to higher Treasury Yields and oil prices. One analyst also pointed to a potential culprit: reports of Anthropic projected revenue run rate, which is lower than speculation. The Nasdaq shed roughly 278 points or around 1%, as chip stocks, led by...
