Notícias
Apenas manchetes de alto sinal - eventos macro, resultados, M&A, regulatório. Listicles e clickbait de analistas filtrados por padrão. Atualizado a cada hora.
A number of semiconductor stocks continued to pull back amid a broad global sell-off, fueled by concerns over increased competition from China and growing doubts about the sustainability of AI-related demand.
A stock that historically falls harder than the market during market-wide shocks is trading well below its own high, and its own shock record says how deep and how long a real drawdown could run.
The stock has gone down after a massive run-up, but when will it stop falling?
Shares of a number of chipmakers are falling, extending a rough stretch for the AI trade and dragging the Nasdaq lower.
Longview Economics global economist and chief market strategist Chris Watling joins Market Domination to discuss what he calls a "beautiful consolidation," what he's observed in the markets over the summer, and why he believes cyclical stocks are poised for a comeback.
Between AI spending doubts, a potential Fed surprise, and new competition from China, here's what's rattling investors.
Anyone who has shipped software before it was fully tested knows the math. A bug caught in code review costs an afternoon. The same bug caught after launch costs a weekend, an apology, and sometimes a customer. Chip design runs on a version of that math, except the much-higher stakes involve ...
Intel is back in focus after analysts lifted their fair value estimate from US$88.61 to US$115.65, a sharp reset that puts recent price target moves under a brighter spotlight. Many firms now cluster in the US$120 to US$200 range, reflecting optimism around Q2 results, AI driven server CPU demand and improving foundry traction, even as valuation and execution questions keep plenty of Neutral and Hold ratings in play. In the sections that follow, you will see how this evolving narrative might...
INTC teams up with Lens Technology to advance glass substrate packaging, improving chip performance and power efficiency for AI and next-gen computing.
Chip stocks are getting hammered Tuesday while NVIDIA barely budges, and the gap between winners and losers reveals a stark shift in how investors are positioning ahead of the biggest earnings week of the year.
A chip ETF just posted one of its best years on record, and the stock everyone expected to lead it barely showed up. The real story is which names hijacked the rally and why the fund's rulebook deserves more credit than any of its holdings.
Both chipmakers have made investors significantly richer over the past year, and they can sustain their healthy growth rates owing to the improving demand for their chips.
Qualcomm Earnings Loom as Wall Street Braces for AI Reality Check
AI chip and memory leaders MU, INTC and TSM stand out for August as AI demand, growth and targets support upside.
At $196.51, NVIDIA (NVDA) looks set up for roughly 56% upside over the next three years under a conservative scenario. That is a move large enough to justify digging into where it comes from. Revenue compounding does the work, but the multiple takes a meaningful cut along the way. Here is the operational reality the math is built on.
