Notícias

Intel (NasdaqGS:INTC) and Apple reached a preliminary agreement for Intel to manufacture chips for Apple. The agreement marks a breakthrough for Intel's foundry effort and involves active support from the White House. The deal highlights U.S. based chipmaking as an alternative to supply chains centered on Taiwan Semiconductor Manufacturing. Intel, traded as NasdaqGS:INTC, has been working to build a contract chip manufacturing business alongside its own processor lines. Apple is one of the...

Intel has sold a new customer on its domestic foundry push, the latest lifeline for a venture that engineered massive losses in the one-time semiconductor giant and led many industry analysts to believe that it would be abandoned or spun off. After months of speculation, the WSJ reported Friday ...

A preliminary Apple-Intel manufacturing agreement—backed by a White House push—sent Intel stock above $130 on Friday.

Intel's stock has risen a stunning 490% over the past year, a bet by Wall Street that may be running well ahead of the company's actual turnaround.

ASE Technology and IonQ are gaining attention as quantum and semiconductor investments surge, with analysts projecting 15%+ upside potential.

On Friday The Wall Street Journal cited sources who said that Apple and Intel had reached a preliminary agreement for Intel to manufacture chips for the iPhone-maker. Intel stock was up 16% in midday trading on the news; it has risen 246% this year. Apple uses Taiwan Semiconductor Manufacturing to make its Apple Silicon chips that run all its devices.

Apple and Intel have reached a ‌preliminary agreement for Intel ‌to manufacture some of the chips ​that power the iPhone maker's devices, the Wall Street Journal reported on Friday, citing people ‌familiar with ⁠the matter. Intensive talks between the two companies have ⁠been underway for more than a year, and they ​hammered out ​a ​formal deal in ‌recent months, the report said. Apple shares were up about 2%, while Intel's stock extended gains and was last up ‌about 14%.

Micron's AI memory rally is still running hot.

Micron's AI memory rally is still running hot.

MercadoLibre runs a top e-commerce and fintech platform in Latin America, offering integrated digital solutions to businesses and consumers.

We just covered Cathie Wood’s 11 Biggest AI and Data Center Stock Picks. Taiwan Semiconductor (NYSE:TSM) ranks #8 (see Cathie Wood’s 5 Biggest AI and Data Center Stock Picks). Taiwan Semiconductor Mfg Co Ltd (NYSE:TSM) is perhaps the most critical cogwheel in the AI revolution. It manufactures the world’s most advanced semiconductors for companies that design […]

The majority Sony-owned venture will set up production lines in Kumamoto Prefecture, with potential Japanese government backing

Applied Materials just received a new high price target from Seaport as the company solidifies its role in the AI semiconductor buildout.

US equity futures were edging higher pre-bell Friday as traders continued to monitor developments in

INTC jumps after reports Apple is exploring U.S. chip production talks with Intel, boosting confidence in its growing foundry business.

Fiery demand for AI stocks like Google, Broadcom, Micron, ASML and ever Caterpillar continues among the best mutual funds.

Jeffrey Gundlach, the DoubleLine Capital CEO known as the “Bond King,” has spent recent months hammering one message across his webcasts, CNBC appearances, and social posts: U.S. federal debt is on an unsustainable trajectory, some form of fiscal reckoning or debt restructuring is a credible tail risk, and the dollar is structurally vulnerable. He has ... Jeffrey Gundlach’s Debt Restructure Trade: 2 Stocks and 2 ETFs Built for the Storm

Taiwan Semiconductor Manufacturing Co. Ltd. (NYSE:TSM) is one of the best stocks to buy for the next 15 years. On April 23, TSMC unveiled its latest semiconductor innovation, the A13 process, at the 2026 North America Technology Symposium. Positioned as a direct shrink of the A14 node, the A13 technology offers a 6% reduction in […]

TSMC Stock Edges Higher as AI Demand Fuels Strong Annual Growth Despite Monthly Dip

Revenue growth stays solid despite monthly dip

TSMC's growth relative to its valuation is difficult to match.

(Bloomberg) -- After Lip-Bu Tan became chief executive officer of Intel Corp. in March of last year, the struggling company’s shares went nowhere for seven months while the chipmaker was getting trounced in the market for artificial intelligence.Most Read from BloombergBillionaire Duke of Westminster to Sell £700 Million of US Real Estate AssetsUS Fires on Iranian Targets as Trump Demands Deal From TehranSony to Pay Almost $4 Billion for Bieber, Neil Young CatalogDOJ Plans Intervention in Trump

Taiwan Semiconductor Manufacturing Co (NYSE:TSM) reported a solid increase in April revenue on Friday as continued demand for advanced artificial intelligence semiconductors supported sales growth. The world’s largest contract chip manufacturer said April revenue reached NT$410.

Taiwan Semiconductor Manufacturing (NYSE:TSM) has signed a 30 year offshore wind power purchase agreement tied to Northland Power's Hai Long project. The company plans to source 100% of its electricity from renewable energy by 2040, moving this goal forward by a decade. The agreement covers the full capacity of the Hai Long offshore wind project to support TSMC's long term power needs. For investors watching Taiwan Semiconductor Manufacturing at a share price of $414.15, this new agreement...

Taiwan Semiconductor Manufacturing Co and Sony Semiconductor Solutions said on Friday ‌they plan to form a new joint venture ‌in Japan to develop and manufacture next-generation image sensors. The venture will combine ​Sony’s sensor design expertise with TSMC’s manufacturing and process technology strengths, deepening a long-standing partnership of the two companies. It will be majority-owned by Sony, and will set up development and ‌production lines in ⁠the Japanese company's new fabrication plant in Koshi City in the Kumamoto region.

(Bloomberg) -- Sony Group Corp. said it will buy back as much as ¥500 billion ($3.2 billion) of its shares after rising memory prices weighed on the entertainment group’s annual outlook.Most Read from BloombergBillionaire Duke of Westminster to Sell £700 Million of US Real Estate AssetsUS Fires on Iranian Targets as Trump Demands Deal From TehranSony to Pay Almost $4 Billion for Bieber, Neil Young CatalogDOJ Plans Intervention in Trump Supreme Court Carroll AppealUS Has Opened a Passage Through

AVGO, TSM and NVDA combine AI-driven growth with dividend payouts, giving income-focused investors exposure to the booming tech trade.

(Bloomberg) -- Taiwan Semiconductor Manufacturing Co. posted its slowest pace of monthly revenue expansion since October, highlighting the potential challenges of sustaining a torrid AI-fueled pace of growth.Most Read from BloombergBillionaire Duke of Westminster to Sell £700 Million of US Real Estate AssetsUS Fires on Iranian Targets as Trump Demands Deal From TehranSony to Pay Almost $4 Billion for Bieber, Neil Young CatalogDOJ Plans Intervention in Trump Supreme Court Carroll AppealUS Has Ope

The 2026 chip war is over. Apple (NASDAQ:AAPL) won it in procurement meetings, well before product launches. The market is just catching up. Apple’s $287.44 share price and $4.22 trillion market cap already reflect what the silicon industry figured out two quarters ago: when you control the most advanced node and the scarcest memory, the ... The 2026 Chip War Is Already Over and Apple Dominated

These leaders have helped power impressive gains for the chip industry.