Notícias

A CEO apologizing for a chip shortage sounds like bad news -- unless fuller factories are a big part of the profit story.

In a major milestone in memory innovation, Micron Technology, Inc. (NASDAQ:MU) on September 15 announced the successful demonstration of a 512GB DDR5 RDIMM memory module for servers. This module is the first of its kind in the world, according to the company. The module can reach speeds of up to 9,200 MT/s. It can also […]

A volatile week saw AI regulation fears hit chip stocks before a recovery, with MarketBeat writers covering Micron, Nike, Tesla, Rocket Lab, Adobe, SpaceX and other stocks ahead of key inflation and jobs data.

Investors need something that evolves with a changing economy.

Intel Corporation (NASDAQ:INTC) is targeting a potentially significant opportunity through its strategic Terafab partnership with companies associated with Elon Musk, including SpaceX, Tesla, and xAI. The initiative is part of an ambitious semiconductor manufacturing project focused on producing advanced chips for artificial intelligence (AI), robotics, autonomous vehicles, and other compute-intensive applications. On September 15, Tigress […]

Applied Materials has posted three consecutive quarterly gains and now generates $9.1 billion in revenue, while Intel's operating margin sits at half that of its competitor.

Investing.com -- UBS now expects artificial intelligence capital expenditure to reach nearly $1 trillion in 2026 before climbing to around $1.4 trillion in 2027, with surging memory costs accounting for most of the increase.

Micron Technology (NasdaqGS: MU) and Intel CEOs cautioned that memory chip shortages and higher prices could persist through 2027. Micron's leadership indicated on a recent call that supply constraints may only start to ease meaningfully from 2028 onward. Intel's CEO echoed the outlook for extended tightness in DRAM and NAND availability, pointing to heavy AI and data center demand. This warning from Micron and Intel about multi year memory shortages and rising prices is important context...

Chip maker Intel Corporation (NASDAQ:INTC) has become one of the hottest stocks in today’s market with year-to-date gains and valuation both being richer than AI GPU giant NVIDIA. The shares are up by more than 170% year-to-date while the forward P/E ratio of 54.64 is also higher than NVIDIA’s 23.58. In his morning appearance on […]

A veteran tech analyst thinks Intel stock could gain seriously in two years if its foundry plan gets the right customers.

Intel (INTC) and SK Hynix (SKHY) have been among this week's hottest semiconductor stocks as investors react to reports that the companies are exploring partnership opportunities.

Five-to-sevenfold price increases protect margins while testing customers' hardware budgets.

Jim Cramer put Intel Corporation (NASDAQ:INTC) and Micron Technology, Inc. (NASDAQ:MU) at the top of his technology stock list during the September 17 episode of Mad Money, as he said: Yesterday, I said that people would buy tech. We got that in spades today. I continue to recommend the cybersecurity stocks, and I’d add Okta […]

Component inflation supports AI scarcity while raising the cost of systems carrying Intel processors.

XLK markets itself as diversified large-cap tech exposure, but a closer look at the holdings reveals a chip bet so large that even a quarterly rebalance may do nothing to shrink it.

Nvidia just raised its dividend by 2,400%. Is Micron next?

NVIDIA (NVDA) is the strongest business in its peer group, and it is priced below every rival you can compare it with fairly, at 27.5 times earnings. Yet over the past twelve months NVDA returned 25.7% while AMD returned 239.7%. The best business in the group is one of its weakest stocks, and not because anyone doubts the demand.

Micron just pulled off a server memory breakthrough that has both AMD and Intel on board, but the revenue from it sits two fiscal years away while the stock already trades near all-time highs. Here is what that gap means for anyone deciding whether to buy now.

Intel's CEO just warned that memory prices have surged to levels that could reshape the economics of everything from budget smartphones to AI servers, and the worst may still be two years away.

Arm's licensing model generates 18.4% net margins with minimal debt, while Intel battles a net loss and negative free cash flow amid its foundry pivot.

Qualcomm (QCOM) told investors in its fiscal Q3 2026 call that its share of Apple's recent iPhone launch would be materially lower than its prior estimate of 20%. In the same call, management raised its non-handset revenue target for fiscal 2029 to $40 billion—nearly doubling its prior $22 billion goal as automotive, IoT, and data center expand. Anyone buying the stock today is deciding whether that replacement revenue arrives on schedule.

Memory supply constraints could intensify in 2027, potentially benefiting memory chipmakers and ETFs such as DRAM and DISK.

Intel options volume hit nearly 3 times its monthly average Thursday as tech stocks rebounded from the Fed's first rate increase since 2023

Some of the market's strongest large-cap performers are clustering around chips, memory and AI infrastructure.

FEATURE Stock futures were rising on Friday, as investors carried on piling into tech following the Federal Reserve’s first interest-rate increase in more than three years. The artificial-intelligence trade still has legs, judging by premarket moves.

Key Stats for Intel StockPrice change for Intel stock: 8%$INTC Stock Price as of Sep. 17: $10952-Week High: $142$INTC Stock Price Target: $116What Happened?Intel (INTC) stock jumped after Reuters reported that SK Hynix is in talks to manufacture memory chips on U.

Major initiatives of one administration inevitably attract scrutiny when political power changes hands, Y. David Scharf writes.

↘️ Nestle (CH:NESN): The Swiss food-product maker said it is assessing options for its Russian unit after Moscow transferred control to external administrators, in the latest move by the Kremlin to seize the local assets of international companies.

All major U.S. indexes were in the green after the S&P 500 and Nasdaq posted their best trading days in six weeks during the prior session.

Major stock-market indexes rallied, reversing the declines that followed the Federal Reserve’s interest-rate hike Wednesday. Chip stocks rallied. The PHLX Semiconductor Index rose 3.1% after comments from Intel Chief Executive Lip-Bu Tan about soaring memory prices.