Notícias

The stock’s latest achievement puts it in rare company; the company’s current ranking is where the real story starts.

Apple, Okta, and Advanced Micro Devices stocks surged to 52-week highs on Tuesday amid positive catalysts and growing Wall Street optimism.

Shopify (SHOP) shares jumped 7% on Tuesday after announcing a partnership with Meta Platforms (META) that will bring Shop Pay checkout capabilities to Meta's fast-growing Muse AI agent.

A deep dive into the rivalry between Intel and Taiwan Semiconductor shows why chip foundries are AI's real bottleneck, how Intel's 18A/14A comeback stacks up, and which foundry stock fits your risk.

In the closing of the recent trading day, Advanced Micro Devices (AMD) stood at $623.77, denoting a +1.34% move from the preceding trading day.

Chip stocks have been doing well in recent years due to artificial intelligence (AI), and while Nvidia has typically outperformed AMD, the tide has turned over the past year.

Three stocks firmly tied to the AI infrastructure buildout - Advanced Micro Devices (AMD), CoreWeave (CRWV), and Arm Holdings (ARM) - have all been drawing extra investor attention lately. But why?

Marvell Technology (MRVL) raised its revenue outlook in late August. Yet its stock has fallen 16.4% over the past three months, before dividends. The S&P 500 returned 4.2% with dividends reinvested over the same stretch. After its late-August results, investors worried about when a key AI chip deal will pay off. Management placed the biggest gains from it in fiscal 2029 and beyond. Meanwhile, the shares already trade at a far higher multiple of profit than the S&P 500.

AI agents are changing where chip spending is flowing.

Intel just staged one of its fastest rallies in years, but the analyst who called the price target before the surge thinks the move is still missing its most important catalyst.

A stretched but firmly bullish Bitcoin chart is riding the same tailwind lifting stocks: falling oil, a record Nasdaq, and a Fed that hiked rates while quietly pumping liquidity into the system.

Of the 14 U.S.-listed companies now worth $1 trillion or more, 11 have been recommended by Team Rule Breakers or David Gardner.

The milestone raises the bar for AMD's next phase

Should investors bet more on the AI infrastructure bottlenecks than on other tech trends, such as social media? Today's Market Hang panel consists of Host Turney Duff, Yahoo Finance Executive Editor Brian Sozzi, Defiance ETFs CIO Sylvia Jablonski, Interactive Brokers chief strategist Steve Sosnick, and Gerber Kawasaki Wealth & Investment Management CEO Ross Gerber.

If you hold NVIDIA (NVDA) stock, one number deserves your attention: roughly a quarter. That is the share of fiscal 2028 business management expects from AI labs it will back with its own balance sheet. NVIDIA's revenue more than doubled year over year in fiscal Q2 2027, so this number is easy to miss. An important thing to watch is how much future demand depends on NVIDIA backing its own customers.

The artificial-intelligence trade is ripping once again, with tech stocks cresting fresh all-time highs, Wall Street bosses touting the scale of the investment race, and key players in the ecosystem downplaying existential risks from the world’s most important technology. Comments from JPMorgan’s Jamie Dimon on AI spending, pushback from Nvidia CEO Jensen Huang on AI risks, and surge in popularity of Meta Platform new AI agent Muse have all played a role in the tech resurgence. “There were lots worrying investors last week, and there still are,” said Ed Yardeni, founder and CEO of Yardeni Research.

Advanced Micro Devices (NasdaqGS:AMD) reached an estimated US$1 trillion market capitalization on 21 September 2026, a first for the stock. The valuation milestone comes as AMD expands AI chip deployments into data center computing and regulated AI infrastructure workloads. Recent use cases for AMD hardware include MindWalk’s production-grade OpenFold3, AI security collaborations, edge AI projects, and quantum-classical systems. There is more to AMD than the fresh US$1 trillion market cap...

Marvell, AMD, and Broadcom are all sitting above Wall Street's consensus targets right now, yet one bold analyst sees each of them with meaningful room left to run before 2027 ends.

The valuation milestone prices complete-system execution, not merely a stronger GPU alternative.

Advanced Micro Devices Inc. (NASDAQ:AMD) spent most of the AI boom chasing Nvidia Corp. (NASDAQ:NVDA) from a distance. In 2026, that relationship flipped. AMD shares have surged about 187% this year compared to roughly 22% for Nvidia—a massive 165-percentage-point lead that marks AMD’s widest gap over its rival since ChatGPT launched. The historic shift suggests Wall Street is no longer viewing AMD merely as a low-cost alternative to Nvidia, but is instead revaluing a completely different layer

Every AI doom headline that crosses my feed makes me want to buy more Nvidia, not less, and the company's own numbers explain exactly why the fear and the fundamentals are pointing in opposite directions.

Gatik CEO Gautam Narang joins Ashley Mastronardi on NYSE Live to discuss the driverless truck network and Cathy Wood's investment

INTC extends its Core Ultra platform to new Googlebook laptops, bringing Series 3 processors, AI capabilities and advanced connectivity.

The chipmaker has come a long way from being a distant second to Nvidia.

For the first time, our proprietary valuation model and Wall Street analysts are pointing at the same stock and the same direction, but the reasons behind that rare consensus reveal something bigger brewing inside Nvidia's next hardware cycle.

Yahoo Finance Executive Editor Brian Sozzi looks at the timeline of big wins and the rise of AMD (AMD) CEO Lisa Su as the company's market cap crossed the $1 trillion mark for the first time on Sept. 21.

Gabelli Investment Management Firm recently released its “Global Growth Fund” second-quarter 2026 investor letter. A copy of the letter can be downloaded here. The Fund returned 12.84% in the second quarter of 2026, compared with 15.2% for the S&P 500 Index and 15.1% for the MSCI All Country World Index. The Fund benefited from strong […]

Here's a check of the markets in the first few minutes of trading.

The 8:30 Hosts Julie Hyman, Pras Subramanian, and Jake Conley discuss the growing opposition to AI data centers in US communities.

Leading AI stocks ripped higher to kick off this trading week as investors pile back into Big Tech. The 8:30 Hosts Julie Hyman, Pras Subramanian, and Jake Conley weigh in on the market breadth of the equities participating in this latest rally.