Notícias
Apenas manchetes de alto sinal - eventos macro, resultados, M&A, regulatório. Listicles e clickbait de analistas filtrados por padrão. Atualizado a cada hora.
The quarter itself may matter less than what comes next
The recent dip in AMD's stock price appears to be a buying opportunity.
Investors are piling into shares of Advanced Micro Devices ahead of the AI chipmaker’s latest quarterly results, due after the closing bell.
The semiconductor specialist is gaining ground thanks to strong results from another key AI player.
Chip stocks are surging across the board, but the biggest winner today may be the one that fell 24% last month and still has no trailing earnings to justify the bounce. Here is what is actually driving the move.
AMD, Micron, and Marvell have already posted triple-digit gains in 2026, but a summer pullback is raising a bigger question: whether the AI infrastructure wave has enough fuel left to push all three to bold new price targets in 2027.
Marvell Technology's premium valuation reflects strong AI-driven growth, but competition and margin pressure raise the question of whether the stock is still a hold.
AMD, DAR and RAL made it to the Zacks Rank #1 (Strong Buy) momentum stocks list on August 4th, 2026.
Marvell Technology just dropped nearly 21% in a month, and one analyst with skin in the game is treating that selloff as a buying opportunity. The reason comes down to a single business segment that could make every other AI stock bet look overcrowded.
Broadcom's handful of core customers are now ordering compute far ahead of delivery because power and memory set the pace, which hands the company a forward view semiconductor companies rarely get.
IonQ's revenue has quintupled in six quarters, yet AMD still generates 160 times more — a gap that's narrowing fast.
Next year, sales are expected to grow by 59% to $80 billion with earnings surging by more than 80% to $13.87.
News of the day for Aug. 4, 2026
Nvidia stock has lagged behind the PHLX Semiconductor Index, which is up 61% this year so far through Monday’s close.
Nvidia's revenue has nearly tripled in two years while AMD's growth has stalled, widening a gap that raises questions about competitive positioning.
Asking for a Trend Host Josh Lipton previews several of the biggest stories to come on Tuesday, August 4, including SpaceX's (SPCX) first-ever earnings report, while Advanced Micro Devices (AMD) also releases quarterly earnings, and fresh employment data comes out in the form of the Job Openings and Labor Turnover Survey (JOLTS).
(Bloomberg) -- Anthropic PBC has struck a $10 billion deal for computing capacity from a months-old infrastructure startup, according to people familiar with the matter, marking the Claude maker’s latest effort to keep pace with demand for its products. Most Read from BloombergBeer Dynasty Families Sell €731 Million Stake in AB InBevTaco Bell Met With Michigan on Parasite Weeks Before RecallApple’s New CEO Taps Retired Hardware Executive for Management TeamMamdani Dismisses Business Leaders Advi
The Meta founder is looking to have his cake and eat it too by acquiring short-term revenue from compute, while playing the long game.
Stock futures were rising on Tuesday, putting the on the brink of a record high as tech extended its recent rebound. Palantir was the S&P 500’s best performer ahead of the opening bell, surging 16% after the data analytics software developer reported strong second-quarter earnings. CEO Alex Karp described the quarter as “otherworldly,” as U.S. commercial revenue rose 149% from a year ago.
Druckenmiller said he sees "massive disruption" ahead for the chip industry.
CTXAY, PICS, SLDE, AMD and RS have been added to the Zacks Rank #1 (Strong Buy) List on August 4th, 2026.