Notícias

Custom chips are becoming more important, and Broadcom is the undisputed leader in this industry.

Its five-year record is its own story, but its correlation says much of what you would be buying is the same market you already hold, dialed up.

The shares were up 0.5% to $207.86 in premarket trading, after falling 0.9% in the previous session. Nvidia has missed out on the chip rally this year, up just 11% compared with the (SOX) 67% rise — the index that tracks the 30 biggest U.S.-listed companies connected to semi’s. That’s started to change recently, though—the stock is up 3% in July, while the SOX is down 17%. OpenAI and Nvidia did not immediately respond to a request for comment.

Carillon Tower Advisers, an investment management company, released its second-quarter 2026 investor letter for the “Carillon Eagle Growth & Income Fund”. A copy of the letter is available to download here. The second quarter of 2026 was driven by a sharp rally in AI-related stocks, although gains were concentrated in highly cyclical semiconductor, memory, and […]

The broad market exchange-traded fund SPDR S&P 500 ETF Trust (SPY) was up 0.9%, and the actively tra

Broadcom Inc. (AVGO) has received quite a bit of attention from Zacks.com users lately. Therefore, it is wise to be aware of the facts that can impact the stock's prospects.

US equity futures rose pre-bell Monday as oil prices declined amid a pause in hostilities between th

Broadcom will receive the bulk of its memory needs from Samsung through 2030, according to J.P. Morgan.

Recent developments in AI chips have been highlighted by a collaboration between Silvaco and NVIDIA to advance digital twin technology in semiconductor design and manufacturing. Silvaco is leveraging NVIDIA's AI and accelerated computing capabilities to integrate high-fidelity, physics-based simulations into its process, enabling faster and more accurate modeling, optimization, and validation of complex semiconductor systems. The partnership aims to capitalize on GPU-accelerated physics...

The shares were up 1.1% to $209.16 in premarket trading, after falling 0.9% in the previous session. Nvidia has missed out on the chip rally this year, up just 11% compared with the (SOX) 67% rise — the index that tracks the 30 biggest U.S.-listed companies connected to semi’s. That’s started to change recently, though—the stock is up 3% in July, while the SOX is down 17%. OpenAI and Nvidia did not immediately respond to a request for comment.

Artificial-intelligence stocks rise ahead of a slew of mega-cap earnings reports, while lower oil prices drag down shares of energy majors.

The collaboration aims to accelerate development and supply of semiconductor solutions required for next-generation AI infrastructure.

Investing.com -- Bernstein has reiterated its bullish stance on memory chipmakers following a wave of multibillion-dollar partnerships announced at an AI Summit hosted by the South Korean government in San Francisco on Friday, where Samsung, SK Hynix, Nvidia and Broadcom unveiled new agreements spanning memory, foundry and AI data centers.

The company spent the past year going from survival questions to one of the market's biggest gainers, which makes its retreat from the high the more interesting story.

A leader in mobile technology is trading at a steep discount to the market, forcing investors to decide if the price reflects a temporary problem or a permanent decline.

SK Hynix and Samsung signed $950 billion in AI chip deals with Nvidia and Broadcom, yet both stocks fell Monday as investors booked profits.

Alphabet just raised capital and reaffirms guidance again.

There's a shift happening in the data center space. Here's what's going on and how to play it, as illustrated by a key ETF.

Morgan Stanley believes the recent decline in U. S.

Investing.com -- Samsung Electronics and SK Hynix will pursue memory-chip supply partnerships with major U.S. technology companies valued at a combined $950 billion, Reuters reported, citing South Korean presidential adviser Kim Yong-beom.

(Bloomberg) -- Samsung Electronics Co. won a contract worth more than $200 billion to make chips for Broadcom Inc., as the companies race to win a larger share of the AI infrastructure market.Most Read from BloombergRetina Chip Designed to Restore Sight to Go on Sale in EuropeApple Plans Overhaul of MacBooks, iMac in Push to Meet AI DemandSpaceX at $100 Would Imply Zero AI Value, Morgan Stanley SaysHegseth Turns to UNC, Virginia Tech After Dropping Ivy LeagueTrump Seethes as Iran War Spirals Ane

SEOUL, July 25 (Reuters) - South Korea's Samsung Electronics and SK Hynix will pursue memory chip supply partnership with U.S. big tech companies including Nvidia worth $950 billion overall, South

By Max A.

Texas Instruments and Qualcomm offer different paths to AI growth and dividend income, but which chip stock gives investors the better setup?

Broadcom and Micron still have major growth ahead of them.

This AI chipmaker is on a historic run, but the price of admission is steep, forcing investors to decide if the engine has more power than the market has already paid for.

AMD earned plaudits from Wall Street for its latest processors and computer systems for artificial intelligence.

Micron, AMD and memory names fall as risk appetite weakens

FDVV markets itself as a dividend ETF, but a quarter of its portfolio sits in tech giants that barely yield anything. Whether that tradeoff quietly undermines your income strategy depends on what is actually holding the distribution together.

Intel Shares Drop Despite Strong AI-Fueled Earnings