Notícias
Apenas manchetes de alto sinal - eventos macro, resultados, M&A, regulatório. Listicles e clickbait de analistas filtrados por padrão. Atualizado a cada hora.
Intel’s improving foundry prospects could provide a meaningful new source of value, according to Melius Research.
FEATURE Stock futures were sliding on Tuesday as investors opted to lock in some profit following the previous session’s record-breaking tech rally. Artificial-intelligence stocks slipped, having surged on Monday.
Nasdaq futures were flat after a global rally in AI-linked stocks stalled in European trade, and oil prices reversed course to fall on rising hopes for a diplomatic settlement to reopen Hormuz.
The popularity of Meta's new consumer-facing AI agent, Muse, is a sign that demand will grow for products across the AI supply chain, UBS strategists wrote. The successful launch shows that there are ways for AI companies to make money beyond selling the technology to large companies, they said.
Dow futures up 163 points at 52,638 S&P 500 and Nasdaq-100 futures post modest gains FTSE 100 up 16.44 points at 10,755.45 Brent below $100 as Middle East diplomacy takes focus 8:00 EDT: Wall Street preview US stock futures edged higher Tuesday after an AI-led rally gave the...
Key TakeawaysSector Rally: Astera Labs stock jumped 12% on Monday, September 21, closing at $341 as a broad semiconductor rally lifted AMD past a $1 trillion market cap and sent Intel up more than 13%. Street Split: the 26 analysts TIKR tracks on Astera Labs stock split 12 buys, 7 outperforms, and 7 holds, with a mean target of $390 sitting 14% above Monday’s close.
Intel (NasdaqGS: INTC) and rival CPU suppliers reported stronger AI related order interest after Meta’s Muse agent news in September 2026. Intel’s CEO said current CPU production is meeting only about 50% of customer demand for AI workloads, indicating tight supply. Chipmakers tied to Muse driven AI compute needs flagged rising pressure on CPU capacity planning across upcoming production cycles. The Muse related CPU demand spike and Intel’s 50% fulfillment rate only capture one side of the...
AI agents fuel fresh optimism around semiconductor demand.
A number of stocks jumped in the afternoon session after positive bilateral talks between the U.S. and China eased trade tensions, while retreating crude oil prices and falling Treasury yields revitalized market risk appetite.
Dow Jones Futures: Falling oil prices and yields sparked a stock market rally. AMD, Intel, Micron, Nvidia and Sandisk are key movers.
Wall Street’s renewed AI optimism lifted data-center developers and suppliers, propelling Intel shares 12% higher and boosting Advanced Micro Devices by 10%. AMD notched a $1 trillion market capitalization for the first time, becoming the 14th U.
A rally in tech stocks led stocks to a strong start to the week. The Nasdaq Composite index gained 2.3%, its best session since early August. Investors will be looking to see whether President Trump meets with Iranian President Masoud Pezeshkian at the U.N. gathering beginning this week.
If you own NVIDIA (NVDA) or Micron Technology (MU), you own the same idea: AI data centers want more chips and memory than the industry can supply. The two split from there. NVIDIA is putting its own balance sheet behind some of its biggest buyers. Micron's buyers are posting cash deposits to secure its memory, so the money flows in opposite directions.
Memory prices could continue to rise next year.
Once every planned deal is signed, Micron Technology (MU) expects about 40% of its revenue to sit under fixed prices or price ceilings near calendar Q2 2026 market levels. That matters because higher pricing drove most of the jump to a record gross margin in fiscal Q3 2026. The contracts typically run five years, and the largest also lock in a floor. But the ceiling is the number a holder should worry about most.
Historic Day for AMD as Stock Surge Pushes Valuation Above $1 Trillion
Intel Jumps After Fresh AI Optimism Sparks Semiconductor Rally
Meta's new AI agent rocketed to the top of the App Store in just ten days, and the computing resources it consumes behind the scenes reveal a quiet battle reshaping which semiconductor companies actually profit from the agentic AI boom.
Technology stocks including Meta Platforms, Intel, ARM holdings and Micron Technology are pushing the market sharply higher today, following a summer full of concerning development. Is this the start of another major rally?
A Cramer lightning-round call just sent BlackBerry shares surging ahead of a quarterly report that could either validate the QNX software story or unwind the entire move in a single session.
