Notícias
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Asian shares skidded Friday, with Tokyo’s Nikkei 225 down 5% as heavy selling of computer chipmakers and other AI-related shares dragged markets lower. Stocks related to artificial intelligence have been under pressure for weeks because of worries that their prices have shot too high and that voracious demand for computer memory and processors may not be sustainable if AI ends up not producing as much profit and productivity as promised. Oil prices surged as fighting in the Middle East intensified, while U.S. futures slipped.
Micron Technology on Thursday signed long-term agreements with automotive suppliers, including chip designer Qualcomm and audio products maker Harman, to secure memory and storage components that powers AI-enabled vehicles. The agreements come as the industry races to expand manufacturing capacity to meet the booming demand for memory chips due to the rapid adoption of AI tools. These chips are used in data centers, consumer electronics and vehicles, where they support AI-enabled features such as ADAS and digital cockpits.
TYLSemi, a startup founded by executives from recent Qualcomm acquisition AlphaWave, on Tuesday said it has raised $43 million in early funding to help companies build their own AI chips. The market for such AI chips is booming, with major companies such as Meta Platforms working with Broadcom and others to develop custom semiconductors. Broadcom and its rival Marvell Technology both have proprietary technology for making chips talk to each other at high speed, and the only way to access that technology is to work with them to develop a custom chip.
Qualcomm’s push into artificial intelligence data centers has convinced Goldman Sachs to raise its price target by nearly a quarter. The bank kept its rating at Neutral anyway, a sign that even a bullish estimate revision isn’t the same as a buy call. Shares have already sailed past Goldman’s new ...
Taiwanese memory chipmaker Nanya Technology said on Friday it plans capital spending of more than T$200 billion ($6.2 billion) next year, roughly four times this year's figure, amid soaring demand for memory chips as it rides an AI boom. President Pei-Ing Lee told an online press briefing that the preliminary expenditure plan aims to help ramp up spending on a new plant, although the budget has yet to receive board approval. Lee was speaking after Nanya reported unaudited second-quarter revenue of T$82.55 billion, up 684% from a year earlier.
QUALCOMM is set to release its fiscal Q3 earnings this month, while analysts project a significant decline in EPS.
AI-driven momentum is keeping bulls in high spirits after the Dow’s record close, though investors are a bit cautious ahead of the Fed minutes and fresh corporate catalysts.
Investing.com -- Fresh off its historic debut on the public markets, Elon Musk’s SpaceX is keeping the momentum going. The newly public aerospace and tech giant has reportedly showcased a prototype AI-interaction device to investors. The hardware, described as sleeker and thinner than an Apple iPhone, marks an ambitious consumer tech play for the company. SpaceX presented the prototype to key stakeholders and institutional investors in a series of private meetings, according to a report from the
Qualcomm, which just a few years ago had no data-center revenue, intends to generate $15 billion in data-center sales by 2029.
The companies inside this popular tech fund are sending a surprisingly one-sided signal about their earnings to come.
Warsh’s words are already fighting inflation, Qualcomm diversifies from smartphones, Conagra has a new CEO, and more news to start your day.
Investing.com -- Here are the biggest analyst moves in the area of artificial intelligence (AI) for this week.
Shares plunged Friday in Asia, led by heavy losses in Japan and South Korea as traders sold to lock in gains from recent rallies in stocks related to artificial intelligence. U.S. futures also declined, while oil prices fell. Tokyo’s Nikkei 225 index shed 4.5% to 69,127.10 and the Kospi in Seoul plunged 6.8% to 8,323.52.
The Dow Jones Industrial Average rose 0.14%, while the Nasdaq Composite fell 0.46%. The S&P 500 also edged down slightly.
Qualcomm (QCOM) CFO and COO Akash Palkhiwala joins Yahoo Finance Tech Editor Dan Howley to discuss the AI chipmaker's announced acquisition of AI software infrastructure startup Modular.
Qualcomm (QCOM) has shifted the narrative with its $5 billion guidance for AI data center business i
June 25 (Reuters) - What matters in U. and global markets today , Editor-at-Large, Finance and Markets Micron Technology's impressive earnings update and demand forecasts on Wednesday have reheated the shaky chip sector, lifting the trillion-dollar memory chip maker's stock about 14% overnight and igniting a tech rally around the world on Thursday.
June 25 (Reuters) - Indian shares are set to open higher on Thursday, tracking broader Asia after oil prices fell to pre-Iran war levels as stranded tankers exited the Strait of Hormuz following an
By Jamie McGeever ORLANDO, Florida, June 24 (Reuters) - U.S. bond yields tumbled on Wednesday as oil's slide to a four-month low eased inflation fears, although the relief wasn't felt as much in
Investing.com - Qualcomm Incorporated (NASDAQ:QCOM) unveiled its Dragonfly C1000 data center CPU and secured Meta Platforms as its first major customer on Wednesday, announcing a strategic multi-generation supply agreement at its Investor Day 2026 in New York City. Despite the milestone announcements, Qualcomm shares are trading at $193.61, down 5.15% on the session, as investors weigh the near-term cost of a separate ~$4 billion acquisition against data center revenue that won’t arrive until th
The deal gives Qualcomm access to Modular's AI-native software stack and engineering talent, including a team that helped build key components of the current AI infrastructure.
The chipmaker will issue up to 19.2 million shares to Modular's equity holders as it pushes deeper into data center AI