Notícias

NVIDIA stands out among four trillion-dollar chipmakers with broad AI hardware, networking and software strength as rivals face valuation and cycle risks.

AMD has joined an exclusive group of chip stocks, but its rapid climb is raising a bigger question about what comes next.

ASML is one of the most important companies in the AI semiconductor ecosystem.

Nvidia stock was left out of the latest chip rally sparked by Meta Platforms’ Muse agent. Nvidia shares were down 0.2% in premarket trading Tuesday, having risen 2.3% the previous day. AMD has gained 187% this year so far coming into Tuesday’s session, compared with Nvidia’s 22% rise.

Meta Platforms stock got a big lift from excitement about its Muse agent but chip companies will be the biggest winners.

Rapid technological advancements are about to kick-start a period of economic growth that will make higher borrowing costs irrelevant, the ARK Invest CEO said on Monday, in a weekly newsletter. Chip and memory stocks were sliding in premarket trading, having helped power the Nasdaq Composite to a record high the previous session. Advanced Micro Devices declined 0.5%, after the chip maker topped a $1 trillion valuation for the first time ever on Monday.

AMD and SanDisk lead a tech rebound as strong semiconductor earnings revisions outweigh higher rates, putting technology back in focus for Q4.

Stock Market Today: The Dow Jones index rises on U.S.-Iran peace hopes Tuesday as oil prices and Treasury yields continue to fall.

Oil prices react to Iran Hormuz report, Meta’s Muse boost and the AI landscape, and more news to start your day.

It was big news when the value of Apple surpassed $1 trillion. But now a dozen S&P 500 companies have done it.

Investors are willing to pay more for AMD's future earnings.

Sept 22 (Reuters) - The combination of a buzzy reception for Meta's new AI assistant Muse and softer oil prices was enough to give stocks a lift to start the week, with Mark Zuckerberg's firm surging more than 11% on demand for its new agent ‌on Monday. The broader AI stock universe, which has been wavering all month over apocalyptic AI disaster warnings, lapped it up too.

FEATURE Stock futures were sliding on Tuesday as investors opted to lock in some profit following the previous session’s record-breaking tech rally. Artificial-intelligence stocks slipped, having surged on Monday.

Nasdaq futures were flat after a global rally in AI-linked stocks stalled in European trade, and oil prices reversed course to fall on rising hopes for a diplomatic settlement to reopen Hormuz.

Meta Platforms stock got a big lift from excitement about its Muse agent but chip companies will be the biggest winners.

AMD CEO Lisu Su has been crushing it at a chip company that almost went bust when she walked in the door as a top executive in 2012.

The popularity of Meta's new consumer-facing AI agent, Muse, is a sign that demand will grow for products across the AI supply chain, UBS strategists wrote. The successful launch shows that there are ways for AI companies to make money beyond selling the technology to large companies, they said.

By Amanda Cooper LONDON, Sept 22 (Reuters) - Technology shares got a boost from a resurgence of optimism over AI on Tuesday, while the broader equity market struggled to make much headway as oil rose

Retail sentiment on SPY and QQQ has moderated to ‘neutral’.

Key TakeawaysSector Rally: Astera Labs stock jumped 12% on Monday, September 21, closing at $341 as a broad semiconductor rally lifted AMD past a $1 trillion market cap and sent Intel up more than 13%. Street Split: the 26 analysts TIKR tracks on Astera Labs stock split 12 buys, 7 outperforms, and 7 holds, with a mean target of $390 sitting 14% above Monday’s close.

AMD has become the latest trillion-dollar company, as the AI investment boom sends its shares soaring and data-centre demand fuels record growth.View on euronews

Advanced Micro Devices, Warner Bros. Discovery and Moderna stocks surged to annual highs amid a series of positive catalysts.

U.S. markets on Monday gained on surging AI stocks, with the S&P 500 hitting a new 52-week high.

AI agents fuel fresh optimism around semiconductor demand.

AI chip excitement has jumped again as semiconductor stocks rally, with the PHLX Semiconductor Index up over 3% and AMD briefly touching a $1 trillion valuation. That kind of momentum can pull capital into anything tied to advanced AI infrastructure, including equipment providers that sit further up the supply chain. This article breaks down 3 semiconductor capital equipment stocks exposed to the latest AI headlines so you can evaluate whether they merit a closer look. The stocks covered...

Meta's Muse could usher in a wave of agentic AI-driven growth for chipmakers.

A number of stocks jumped in the afternoon session after positive bilateral talks between the U.S. and China eased trade tensions, while retreating crude oil prices and falling Treasury yields revitalized market risk appetite.

AMD and META were two of Monday's biggest mega-cap winners, with both stocks surging roughly 10% as enthusiasm around artificial intelligence returned in force.

Trump and Xi meet in Washington as the S&P 500 posts its best day since Aug. 4, driven by a rally in AI stocks.

Advanced Micro Devices has recently been at the center of a series of AI-focused developments, from powering MindWalk’s OpenFold3 life-sciences workloads on Instinct MI325X GPUs to expanding ecosystem collaborations across edge AI, quantum-classical integration, and agentic AI security and infrastructure. Together, these partnerships and deployments highlight AMD’s role not just as a chip supplier but as a foundational compute layer for regulated, production-grade AI systems spanning data...