Notícias

Intel stock inches higher on reports of a potential deal with SK Hynix. But does that warrant buying INTC shares today? Let’s find out!

Another chipmaker’s newest processor claims faster AI and stronger gaming performance.

Could investors see their investment double in that time?

GlobalFoundries is expanding partnerships across AI, optical networking, power and quantum technologies, but commercialization remains key.

ASML wins commitments from Samsung, TSMC for new chipmaking

Everyone buying TSMC stock is watching the wrong number. The real reason to own shares hides one layer beneath the AI headlines, inside a bottleneck so tight that even TSMC's own customers cannot get enough of it.

Both ASML and TSMC crushed Q2 expectations, yet investors keep misreading what actually drives each business. The real story lives in two overlooked monopolies that most earnings headlines never touch.

The MTIA 450, code-named Arke, is expected to outperform Nvidia chips on energy and cost when running AI models

One builds the machines; the other builds the chips. Their vastly different margins and valuations reveal which supply-chain player offers better returns.

ASML and TSMC both crushed their latest quarters riding the same AI wave, but only one of them wins no matter which chipmaker comes out on top. Figuring out which is the cleaner bet requires understanding exactly where each company sits in the supply chain.

Apple, Taiwan and Alphabet's have been highlighted in this Investment Ideas article.

MediaTek launched its Dimensity 9600 Pro on September 15 using Taiwan Semiconductor Manufacturing Company Limited (NYSE:TSM) 2-nanometer technology, putting TSMC’s newest node into a flagship mobile chip. MediaTek also has $3.5 billion of financing from NVIDIA Corporation (NASDAQ:NVDA) and a broader Nvidia partnership spanning custom AI chips, PCs and automotive. The smartphone launch is another […]

Taiwan Semiconductor’s revenue rose in August, making shares of TSM stock look even more compelling.

Meta stock gains on confirmed plans of deploying AI processors into data centers in the first half of 2027. Dan Niles recommends buying META shares at current levels.

Dow Jones tech titan Apple, along with Nvidia chipmaker TSMC, AMD and Bloom Energy, are in or near buy zones in Tuesday's market action.

AI's biggest manufacturing winner is proceeding unusually carefully

ASML's $400 million lithography machine powers every cutting-edge AI chip on the planet, yet one stubborn physical constraint keeps chipmakers stitching together workarounds that quietly erode margins. The fix exists on paper, but the timeline creates a problem no one in the AI supply chain wants to talk about.

Apple (AAPL) stock is roughly 4% below its 52-week and all-time high, offering investors a modest pullback rather than a deep discount.

Meta has committed to more than a gigawatt of the chips over twelve months

MediaTek's flagship launch validates TSMC's newest node, but manufacturing volume will determine the financial payoff.

Yee Jiun Song, Meta’s vice president of engineering, told Bloomberg the chips are being engineered to deliver better performance per watt and per dollar than “whatever Nvidia is currently shipping.”

Investing.com -- Meta Platforms (NASDAQ:META) shares rose 2% Tuesday morning after Bloomberg reported the company plans to deploy new in-house artificial intelligence chips in data centers during the first half of next year. The stock later pared gains to up 0.75%.

Taiwan Semiconductor's August revenues jump 53.3% year over year, underscoring strong AI-driven demand for advanced chips and leading-edge technologies.

ASML Holding N.V. (NASDAQ:ASML) is examining ways to produce more than 110 EUV lithography systems in 2028, according to JPMorgan analysts following a meeting with CFO Roger Dassen. The company is already nearly sold out for 2027 and expects to produce at least 80 EUV systems that year, meaning output above 110 in 2028 would […]

AI stocks face slowdown fears, but Nvidia, Taiwan Semiconductor and peers show strong operating momentum that could make dips worth watching.

NVIDIA (NASDAQ: NVDA), the dominant supplier of AI training GPUs and the most direct equity expression of AI infrastructure buildout, sits at the center of the debate, as investors weigh whether Amodei’s public call for measured AI development signals a coming reduction in compute demand.

The operating momentum of these top-rated AI stocks makes them worth considering if the selloff gets overdone.

High-NA adoption strengthens the technology roadmap, but customers must justify a much larger equipment bill.

The foundry's process schedule and next-generation lithography schedule target different milestones.

Two finance podcast hosts just aired a live disagreement over where AI money flows next, and the stock they split on has already posted triple-digit revenue growth that most investors are pricing as if it will never repeat.