Notícias

Conditions of increased growth and a low multiple create an attractive investment setup for Micron.

Philippe Laffont aggressively added to his positions in semiconductor stocks in the second quarter.

The multiple is paid on capacity that is still being built, while the trailing year still ends in a loss.

Jack Henry's Q4 revenues rise 4.7% on processing, cloud hosting and faster payment growth, while higher personnel costs pressure margins.

MU targets a bigger AI memory opportunity as agentic AI drives demand for HBM, server DRAM and data center storage across expanding workloads.

The South Korean company’s plan to repurchase and cancel shares could ease fears about the AI spending boom fizzling out.

SanDisk just posted one of the most violent stock runs in large-cap history, yet institutional investors are betting against each other in the options market with unusual aggression. The bull and bear cases point to very different versions of the same company.

Brad Gerstner just placed some of his biggest bets of the year during one of the choppiest quarters for tech stocks, and his picks reveal exactly where Altimeter Capital thinks the AI trade heads next.

SK Hynix just approved the largest treasury share cancellation in South Korean stock market history, and the move is pulling the entire memory sector off its lows. The real question is whether record capital returns and record fab spending can coexist without one of them breaking.

Eagle Capital Management, an investment management company, released its second quarter 2026 investor letter. A copy of the letter can be downloaded here. In the quarter, Eagle Capital Management discussed how enthusiasm around AI capital spending has driven strong S&P 500 earnings growth while also increasing risks from elevated valuations, concentrated demand, and aggressive investment […]

These stocks trade at less than 10 times their estimated future earnings.

Micron Technology shares were failing to rebound early Wednesday after a sharp drop in the previous session. Micron shares were flat in premarket trading. In fact, the combined revenue of the top five publicly listed NAND flash-memory brands rose 77% in the second quarter from the previous quarter, to $68.87 billion, according to research firm Trendforce in data published Wednesday.

Cerebras Systems has introduced the CS-4, a significant advancement in AI chips, claiming it to be the fastest AI accelerator available today. Built on the new Wafer Scale Engine 3 Turbo, the CS-4 offers up to 30 times more speed and 10 times more throughput per watt compared to GPU-based solutions, significantly enhancing data center efficiency. This new development sets a benchmark for AI inference speed and enables support for models with over 50 trillion parameters. The CS-4, part of a...

Stock markets are waited on minutes of the Fed's most recent monetary policy meeting for any clues about the forward path on interest rates.

Convertible bonds boosted by AI craze, Meta faces landmark trial, why streaming matters, and more news to start your day.

The memory-chip maker's stock is heavily discounted, but one catalyst could lead the market to rerate it at a higher multiple.

The ETN promising triple exposure to Nvidia, Meta, Apple, and the rest of the AI elite sounds like a dream trade until you examine what happened the last time these stocks hit a rough patch.

Retail sentiment on Stocktwits saw some signs of deterioration, turning ‘neutral’ on SPY and ‘bearish’ on QQQ.

NVIDIA, Micron, D-Wave and Rigetti offer exposure to AI and quantum computing amid the intensifying U.S.-China tech race.

Palantir leads SpaceX and Micron as the top AI-themed picks, with strong growth and momentum driving the call.

Wood said soaring memory prices will encourage engineers to develop cheaper alternatives and attract additional supply.

Global tech stocks dropped on Wednesday as bond yields in the U.S. and elsewhere scored fresh milestones.

This technology giant is already turning AI demand into cash.

The billionaire's family office sold five chip and photonics stocks in a single quarter -- and made two of its biggest bets on the companies writing the checks for AI instead of chasing them.

The U.S. 30-year Treasury yield climbed to a fresh 19-year high on Tuesday, trading at 5.274% at the time of writing, while the 10-year Treasury yield was at 4.692%.

In the latest trading session, Micron (MU) closed at $941.1, marking a -6.98% move from the previous day.

Sandisk, Micron, Credo and many other chip and AI stocks dived a day after bullish moves. The major indexes are wiping out recent gains.

Semiconductors are bleeding while software stocks quietly climb, and the gap between those two moves tells a story about how investors are repricing the entire AI trade right now.

Renaissance and Bridgewater sharply reduced their stakes.

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...