Notícias

Intel Corp stock has been in a huge uptrend for the last two months and could be due for a pause here.

Benchmark Company managing director and senior semiconductor research analyst Cody Acree joins Yahoo Finance to explain where AMD (AMD) stands in relation to Nvidia (NVDA), and what to expect from Nvidia's upcoming earnings results.

Days before its fiscal second-quarter earnings report on May 14, Applied Materials (AMAT) unveiled a new co-innovation partnership with TSMC, the world's most important chipmaker, to be conducted inside Applied's new $5 billion EPIC Center in Silicon Valley. It is the largest U.S. investment ever ...

The foundry giant's growth has become increasingly tied to a small group of hyperscalers spending heavily on artificial intelligence.

Apple and Intel have reached a preliminary chip manufacturing agreement that would shift part of Apple's processor production to Intel facilities. The arrangement includes active support from the U.S. government, which holds a federal equity stake in Intel. This is Apple’s first major move to diversify chip production beyond TSMC, with potential implications for supply chain resilience and future hardware plans. For investors watching NasdaqGS:AAPL at a current share price of $292.68, this...

Applied Materials and TSMC have agreed a new collaboration focused on accelerating AI and high performance computing chip technologies. The partnership will concentrate on next generation materials engineering, equipment development, and advanced process integration. Applied’s EPIC Center will act as a hub for joint work on future AI semiconductor manufacturing capabilities. For investors tracking NasdaqGS:AMAT, this move adds fresh context to a stock that recently closed at $435.44. The...

Intel may have found its next AI growth catalyst with SK hynix partnership

Taiwan Semiconductor Manufacturing Co. Ltd. (NYSE:TSM) is one of the 14 Stocks That Will Skyrocket. This stock is another one pitched by Adam O’Dell. He makes a big claim to point out that “Amazon is betting its entire AI future on this company’s technology.” In fact, the technology is so crucial that “without this partner’s […]

Amkor Technology's communications business is gaining from resilient premium smartphone demand as advanced packaging expands across Asia with deeper on-device AI.

Applied Materials Inc. (NASDAQ:AMAT) has unveiled a new strategic collaboration with Taiwan Semiconductor Manufacturing Co.

Since January 2007, Apple (NASDAQ:AAPL)’s flagship has been one product: the iPhone. For 19 years it defined the company, the cash flows, and the strategic narrative. In 2026, that center of gravity is shifting. The flagship is now a head-mounted ambient computing platform built around the Vision series and the upcoming Ray-Ban-style smart glasses, with ... For the first time in 19 years, Apple’s flagship isn’t a phone

By Jamie McGeever ORLANDO, Florida, May 11 (Reuters) - As the artificial intelligence boom accelerates, stock market concentration is reaching historic proportions – and not just in the U.S. where

The ceasefire may be precariously holding for now, but the strikes on Qatar earlier this year exposed a supply chain vulnerability few investors were watching: The AI boom depends on helium.

Intel stock was gaining on a report it could be lining up another major customer for its chip-manufacturing unit.

China’s access to advanced chip manufacturing tools is likely to be on the table when Trump and Xi meet later this week.

What's driving semiconductor stocks higher in the near term and long term?

Microsoft Meta Platforms Alphabet and Amazon.com collectively plan capital spending of $725 billion this year, much of it on artificial-intelligence chips. But that is another good reason for TSMC to spend.

The JV will combine Sony’s image sensor design with TSMC’s process technology to develop and manufacture advanced image sensors.

These are all demonstrating impressive performance now and have long-term tailwinds.

The AI play remains as unstoppable in 2026 as it was in 2025, and Taiwan Semiconductor is one of the most dominant stocks in the space.

If you are wondering whether Taiwan Semiconductor Manufacturing is attractively priced after its recent run, the next sections will help break down what the current share price might be implying. The stock last closed at US$414.15, with returns of 4.6% over 7 days, 19.9% over 30 days, 29.6% year to date and 138.6% over 1 year, plus very large gains over 3 and 5 years. Recent headlines have focused on Taiwan Semiconductor Manufacturing's central role in global chip supply and its position in...

Market royalty is getting a hardware makeover.

Investing.com -- Global investors and derivatives strategists are shifting focus toward Asian markets as the primary engine for the next leg of the global equity rally.

(Bloomberg) -- As the focus moves away from the Iran war, investors and strategists alike are looking for the next leg up in equities. Many are turning to Asia. Most Read from BloombergTrump Wants to Make H-1B Workers More Expensive for US EmployersBillionaire Duke of Westminster to Sell £700 Million of US Real Estate AssetsOnline Mob Fuels 6,000% Stock Rally in Obscure SpaceX RivalTrump Punts Thorniest Iran Challenges in Push to Open HormuzIran War Is Draining World’s Oil Buffer at an Unprecede

Taiwan Semiconductor Manufacturing Company Limited (NYSE:TSM) is one of the stocks Jim Cramer shared his thoughts on as he discussed Big Tech’s AI spending. When a caller mentioned that they wished to add to their position, Cramer commented: They have more business than they can handle. What can I say? Even tonight, Arm Holdings said […]

Klaviyo delivers cloud-based marketing automation tools to businesses worldwide, powering personalized digital communications at scale.

Apple (NASDAQ: AAPL) and Alphabet (NASDAQ: GOOGL) both just reported, and the contrast runs deeper than the headline numbers suggest. Apple posted its best March quarter ever. Alphabet delivered 63% Cloud growth. The real story sits one layer below: who controls the silicon underneath the next wave of AI hardware. Apple Locked the Foundry. Google ... Apple dominated the 2026 chip war. Google’s partners are left to buy scraps

Apple (NasdaqGS:AAPL) has reached a preliminary agreement for Intel to manufacture chips for its devices. The deal signals a move away from sole reliance on TSMC for advanced chip production. The arrangement involves active participation from the U.S. government and is framed as a supply chain resilience effort. For you as an investor watching Apple (NasdaqGS:AAPL), this potential shift in chip sourcing touches the core of how its hardware is built and secured. Apple has long focused on...

Investing.com -- Chinese outbound shipments staged a stronger-than-anticipated recovery in April, as the global investment boom in artificial intelligence helped the trade sector navigate significant shipping disruptions caused by the war in Iran.

On CNBC's “Mad Money Lightning Round,” Jim Cramer said The Goldman Sachs Group, Inc. is going to be the “big winner” in IPOs and M&A. Supporting his view, BMO Capital analyst Brennan Hawken raised the price target on the stock...