Notícias

The next leg of growth runs through AI accelerators, and that is the piece management says carries a gross margin slightly below the company average.

Microsoft and Broadcom are both winning the AI trade, but they are winning it in completely different ways, and betting on the wrong one right now carries very different risks.

The earnings multiple looks ordinary, but the sales multiple is where the real bet on margins sits.

JEPI's fat monthly yield has made it a retiree favorite, but a smaller rival running a completely different options playbook has quietly compounded far more wealth over the same period without sacrificing the monthly income routine investors depend on.

Intel stock has dropped harder than the index in past shocks, and the spending it carries into the next one is rising rather than easing.

Anthropic confirmed its custom silicon team after poaching the engineer who helped build OpenAI’s Broadcom-made chip.

Marvell has handed investors a brutal month even as its AI silicon rivals rallied, yet one prominent Wall Street analyst just slapped a Street-high target on the stock that implies gains most investors would consider impossible at this stage of the rally.

AMD and Marvell have both crushed earnings while lapping NVIDIA and Broadcom on year-to-date returns, but their strategies for capturing AI infrastructure spending point in completely opposite directions, and only one of them fits every type of investor.

It feels like you're missing out. In reality, most of the industry's biggest gains driven by the advent of AI are probably in the rearview mirror.

Replacing a six-figure income with portfolio yield sounds straightforward until you realize the required capital swings by millions depending on which yield tier you choose, and the tier that looks cheapest today often costs the most over 20 years.

Broadcom stock looks like a screaming deal at these prices.

Broadcom, Coca-Cola and Palantir are in focus as Zacks highlights AI growth, resilient execution and key risks shaping each company's outlook.

Hyperscalers are quietly ripping out the networking fabric of every major data center, and one overlooked chipmaker keeps landing the contracts that make that rebuild possible. Here is why every pullback in the stock has become another buying opportunity.

Alphabet's spending plan boost is great news for several companies.

Broadcom's AI momentum, Coca-Cola's resilient growth and Palantir's expanding AI strategy headline today's top analyst reports.

MCHP's Micron alliance combines PCIe Gen 6 switches and SSDs to boost AI data-center reach and challenge Broadcom and Astera Labs.

QRVO beat earnings estimates as stronger margins and cost discipline offset weaker smartphone demand, highlighting a profitability story driven by execution.

QRVO is improving profitability through stronger execution and diversification, but smartphone exposure and transaction uncertainty still cloud the outlook.

Its five-year correlation to the index says overlap, and its past-year capture readings say that overlap arrives magnified in both directions.

SpaceX's exclusive use of NVIDIA systems on Earth and in orbit expands its industrial AI reach and supports long-term growth.

Marvell Technology's communications business is rebounding as AI networking demand accelerates, but can that momentum offset margin pressure and uneven recovery trends?

Can the company keep the momentum going?

NVIDIA just delivered its loudest quarter of the AI era, yet shares sit nearly 30% below their peak while B200 systems vanish from shelves faster than they ship. The bull case for a run to $300 hinges on three things that still need to break right.

AMD just posted a record quarter and the stock is tanking anyway, while NVIDIA is surging on a surprise deal that doubles as a direct shot at AMD's biggest ambitions.

Anthropic is building a team for designing its own custom AI chips. The Claude-maker said it would co-design hardware and models to help its technology run faster and more efficiently.

Intel's moderate correlation to the market is partial independence, but the stock travels at more than three times the index's volatility.

One early proposal put the package at $36 billion, which would exceed the $35 billion deal closed roughly two months ago

Three ETFs offer broader exposure as the memory-chip maker recovers.

Emerald Wealth Partners, an independent asset and wealth management firm based in Zurich, released its Q2 2026 investor letter for the “Focused Equity Strategy.” A copy of the letter can be downloaded here. The Strategy reported a 0.8% gross return for the second quarter of 2026. Equity markets rallied after the first quarter’s Iran shock faded and […]

Why investing for the long run, especially if you buy certain popular stocks, could reap huge rewards.