Notícias

Intel is planning to raise $15 billion through a share ‌sale, the U.S. chipmaker said ‌on Monday as it looks to fund the ​costly build-out of its chip contract manufacturing business by cashing in on a stock surge fueled by its turnaround efforts. Once ‌the dominant ⁠force in the global chip industry, Intel is investing heavily in ⁠new facilities and advanced packaging capabilities as it seeks to challenge industry ​leader such ​as TSMC in ​contract chip manufacturing. Its ‌shares fell more than 3% in premarket trading, likely on concerns about shareholder dilution from the stock sale.

Governments are pouring billions into national AI compute capacity, and the race is minting winners across silicon, real estate, and power infrastructure. But the benefits are not spread evenly, and knowing which layer captures the biggest dollar share changes the investment calculus entirely.

TSMC kicked off the fresh quarter with strong topline growth.

Investors are still skittish enough that they only want to buy proven winners, so backing the favorite is a smart strategy right now.

US chip export controls were meant to weaken China's AI. CXMT's 466% debut shows the strategy may have backfired.

Advanced Micro Devices just got a fresh vote of confidence from one of Wall Street's most accurate stock pickers, even as the chip giant's shares took a beating after earnings. JPMorgan analyst Harlan Sur raised his price target on AMD (AMD) to $550 from $385 recently, according to a research note ...

Core Scientific, Inc. (NASDAQ:CORZ) announced a major infrastructure partnership with Advanced Micro Devices, Inc. (NASDAQ:AMD) on July 28, giving the chipmaker’s ecosystem access to more than 500 megawatts of U.S. data-center capacity beginning in 2027. The arrangement can expand to 2.5 gigawatts. Core Scientific shares rallied in premarket trading. The agreement is more substantial than […]

Taiwan Semiconductor is a fantastic stock pick.

Advanced Micro Devices reported strong Q2 revenue and earnings growth, but its free cash flow dipped below Q1 levels. But, AMD is undervalued, and a 10% lower short put play yields 3.5% for 1 month.

AMD’s shares sank after its Q2 results despite better-than-expected earnings.

Advanced Micro Devices (NASDAQ:AMD) is trying to solve two problems at once: proving its AI hardware can keep growing as fast as Street expects, and making a case for why that growth alone should justify the stock’s price. On August 6, AMD confirmed a deal to buy Taalas, a Toronto-based startup building specialized silicon for […]

Advanced Micro Devices (AMD) has spent 2026 proving it can compete with Nvidia in the artificial intelligence race. Its stock has more than doubled this year, and its data center business is growing fast. Now AMD is trying something different. The company just bought a small Toronto startup ...

Advanced Micro Devices, Inc. (NASDAQ:AMD) just announced an acquisition that could give major competition to NVIDIA Corporation (NASDAQ:NVDA) in AI-inference. On August 6, AMD said it has agreed to buy chip startup Taalas as specialized inference chips become a critical area of focus for semiconductor makers. The financial terms of the deal have not been […]

AMD beat top and bottom lines, raised guidance, and still got punished. Does the pullback create an attractive entry point for investors?

The dip in AMD's shares looks like a good buying opportunity.

AMD’s data center revenue hit $6.7 billion in Q2 of 2026, accounting for 58% of total company sales, as demand accelerates for EPYC CPUs and Instinct GPUs.

AMD's Data Center business just posted 57% year-over-year growth, but whether that momentum can carry a $5,000 investment to a meaningful return by 2031 depends on three drivers and three risks that pull in opposite directions.

AMD's data center revenue is soaring on strong demand from the artificial intelligence industry.

A lot of AMD's success has already been priced into the stock.

Intel suspended its dividend in 2024 after a brutal stretch. Now the stock is up 389% over the past year, a real turnaround, and investors are asking whether the payout is finally coming back.

Catch up on the stories we’re following today

For most tech earnings, good wasn’t good enough. But it’s still possible to impress skeptical investors and flip a negative narrative.

NVIDIA Corporation (NASDAQ:NVDA) is a stock that Jim Cramer continues to stand by with, even though it has struggled. While it’s unclear whether he’s as loyal to it as he is to Costco, throughout 2026, the CNBC TV host has continued to assert that the firm provides a great long-term opportunity. NVIDIA Corporation (NASDAQ:NVDA)’s shares […]

Advanced Micro Devices just posted huge growth forecasts, but on its earnings call, analysts zeroed in on whether the company can actually build it all without the success eating its own margins.

Get paid a healthy income now for a chance to own the AI leader at a price well below today's, an income you keep whether the stock soars or sinks.

Here, we have picked three AI stocks, AMD, AMZN and KLAC, which are well-poised to benefit from AI's growing use and ability to solve complex problems.

In recent days, Super Micro Computer announced a cash dividend of US$14.7778 per share on its 7.00% Series A Mandatory Convertible Preferred Stock, alongside new high-density, liquid-cooled AI data center racks that are factory-integrated for rapid, rack-scale deployment. At the same time, AMD and Spectro Cloud unveiled the AMD Instinct Coder turnkey inference solution built on Supermicro GPU systems, underscoring Supermicro’s role as a key hardware foundation for enterprise AI workloads and...

AMD's post-earnings dip highlights near-term PC and gaming weakness, but surging Data Center demand and AI deployments support long-term growth prospects.

Wall Street Says AMD's Taalas Deal Won't Close Nvidia's AI Gap

Applied Optoelectronics reports solid earnings, giving a boost to investors who hope it can be more than a meme stock.