Notícias
Apenas manchetes de alto sinal - eventos macro, resultados, M&A, regulatório. Listicles e clickbait de analistas filtrados por padrão. Atualizado a cada hora.
Tech stocks reversed Monday's losses, buoyed by falling oil prices and Treasury yields.

Chip stocks are selling off at twice the rate of broad tech ahead of NVIDIA's most consequential earnings report in years, and the name leading the group lower has nothing to do with NVIDIA at all.

The week is off to a bad start for tech stocks—specifically, ones tied to the AI trade. Here are some of the biggest laggards on the Nasdaq today and roughly how much they are sliding: Sandisk, 10% Seagate Technology, 8% Lumentum, 8% Micron, 8% Western Digital, 8% Nebius, 7% Teradyne, 6% Astera Labs, 5.

Aug 24 (Reuters) - Alibaba shares fell 8% in early Hong Kong trade on Monday after the tech company finalised a HK$80 billion ($10.21 billion) share placement at HK$112.70 apiece, in a deal aimed at

Nvidia Corp. is in early discussions with the Korean AI chip designer Rebellions about possible collaborations, including a technical partnership, an investment or perhaps even an acquisition, according to people familiar with the matter.
Wedbush sees another sign of memory inflation.

Here’s what could be next for Intel stock.

Shares slipped Wednesday in Asia after Wall Street pulled further from its all-time high as artificial-intelligence stocks resumed their decline. Samsung Electronics shed 6.9%, while memory chipmaker SK Hynix tumbled 7.9%. Apart from renewed jitters over criticism that AI-related stocks have shot too high, rising oil prices also were clouding market sentiment.

The chipmaker recently released its 13F holdings report, revealing a large stake in the space stock.
Intel Stock Takes Another Hit as UBS Trims Price Target to $112

All 30 stocks in the PHLX Semiconductor index are down in recent trading, helping drag the Nasdaq composite lower. Here are some of the biggest decliners: Coherent, down 11.4% Credo Technology, down 11.

U.S. stocks are trading lower today. The Nasdaq is down 1.4%, the Dow Jones Industrial Average is off 0.1% and the S&P 500 is down 0.6%. Here is what is driving the markets today: Worldwide bond selloff: An accelerating bond selloff in recent days has pushed some Treasury yields to levels not seen since 2007.

Nvidia Corp. shares could be trading at a discount of as much as 50%, as investors overstate risks related to the leader in artificial intelligence chips, according to Bank of America.

Most of that loss was paper. Still, today's premium price assumes profits that haven't arrived yet.

Intel was once the world’s largest semiconductor manufacturer, but it has since lost its crown to other chipmakers. Nevertheless, its stock skyrocketed in 2026 as AI memory and processing demand grew rapidly. Just as Intel's fortunes have changed over the years, so has its efforts to raise capital. ...

There is a version of the AI trade that everyone can see. Nvidia sells chips. Hyperscalers buy chips. The money flows one direction. It's a clean story. The SEC filing Nvidia dropped on August 14 tells a different version of that story, one where the chip supplier is also one of the largest ...

Enthusiasm for Big Tech and its huge investments in artificial intelligence is powering the stock market to record highs again. With a resilient economy and scorching demand, there’s seemingly only one obstacle that can derail this ride: higher interest rates.

Intel once was the biggest chipmaker in the world. During the 1990s through the mid-2010s, Intel’s semiconductor powered most of the personal computers in businesses and homes worldwide. Nowadays, the company is playing catch-up, competing with other powerful players in the semiconductor industry — ...

Aug 14 (Reuters) - U.S. stock index futures were subdued on Friday, a day after the S&P 500 closed at a record high, as rising crude prices after the latest developments in the Middle East kept

Cerebras is getting crushed after earnings while nearly every other AI chip and infrastructure name surges to fresh highs. What one company's bad day reveals about where this trade is actually headed matters more than the headline loss.

Intel (INTC) priced a $20 billion stock offering this week, one of the largest equity raises in the history of the chip industry. Shares fell nearly 4% when the deal was first announced, the kind of sell-off dilution almost always produces, according to CNBC. But at Bank of America, longtime ...



