Notícias

If you hold shares in the chipmaker, you are already exposed to a future where the stock could land in one of two very different places, and the options market is putting a price on that uncertainty.

A wave of selling swept through semiconductor stocks Friday as investors began questioning whether the AI spending boom can justify chip valuations built on optimism alone. The forces driving this rotation reveal cracks in the narrative that sent some semis up triple digits this year.

Nvidia holds the crown and a near-unbreakable moat, yet AMD shares have left Jensen Huang's juggernaut in the dust this year. The reason why comes down to a shift in the AI trade that most investors are still sleeping on.

The PHLX Semiconductor Index is on track to enter a technical bear market. Bank of America analyst Vivek Arya said the dramatic downturn is "a summer reset, not a fundamental reversal." The AI chip maker's market capitalization fell to $4.8 trillion, below Apple's $4.9 trillion valuation.

During an interview with CNBC, JPMorgan’s Global Market Strategist, Hugh Gimber, said the chip sector's next leg higher depends on continued Big Tech AI spending.

Western Digital and Seagate are highlighted as smaller AI plays, with strong storage demand, revenue growth and margins fueling expansion beyond NVIDIA's gains.

Management is promising structural growth without shipping more drives, and the market is buying it. But the real test of that high-tech promise is around the corner.

Chip stocks trimmed losses on Friday as investors bought the dip despite AI jitters.

Chip stocks sold off on Friday as AI jitters resurfaced.

While the market frets about near-term headwinds, the consulting giant is quietly deploying billions to buy its next wave of growth.

The companies you own inside this consumer staples fund are collectively signaling stronger profits are on the way.

Management laid out a bigger vision for the business, and investors have more than agreed. The question now is how much of that future is already in the price.

The benchmark US stock measures were pointing lower before the open Friday as a sell-off in semicond

AMD reports earnings on Aug. 4, and the results could sway both stocks.

FEATURE Tech was getting hit again on Friday as investors carried on selling chip makers and other artificial-intelligence stocks. Futures tracking the slumped 1.8%. The and were both also on track to open lower.

Stocks looked set to fall on Friday as investors carried on ditching chip makers, putting the market on track to extend its slump from the previous session. Nasdaq 100 futures dropped 1.8%. The three major indexes all closed in the red on Thursday, dragged down by a selloff in semiconductor heavyweights including Advanced Micro Devices, Broadcom, and Micron.

↘️ Intel (INTC), Micron Technology (MU), Marvell Technology (MRVL), Advanced Micro Devices (AMD): Chip stocks slid across the board in premarket trading amid mounting skepticism about the sustainability of the AI boom.

Investors are shifting out of high-flying AI chip stocks and into relatively cheaper Big Tech software and internet names after an extended semiconductor rally.

Megatrends in AI favor long-term upside for these tech stocks.

A number of stocks fell in the afternoon session after TSMC paired topline strength with a free cash flow-compressing capital expenditure reset, compounding a sector-wide selloff that began with ASML the day before.

U.S. stocks fell as a fresh wave of selling hit semiconductor stocks, overshadowing record earnings from Taiwan Semiconductor Manufacturing and strong results from UnitedHealth.

The composition of chip maker sales says a lot about trends in the semiconductor business. In the second quarter, AI took over.

As the Q1 earnings season wraps, let’s dig into this quarter’s best and worst performers in the processors and graphics chips industry, including AMD (NASDAQ:AMD) and its peers.

The firm sees more room for GPU sales growth as AMD prepares to outline its next AI products.

Western Digital and Seagate are riding AI-driven storage demand with strong revenue outlooks, expanding margins and earnings growth that could fuel further upside.

The chipmaker has gone quiet on its old, diversified businesses, making its high-stakes wager on AI infrastructure the only story that matters now.

Bank of America just flagged a hidden revenue engine inside Nvidia that the market is still ignoring, and the numbers suggest Wall Street has been pricing the wrong business this entire time.

If you checked on your Micron Technology (MU) holdings on Wednesday, you might have done a double-take. After a strong prior session, the stock returned -8.0% while the broader S&P 500 returned +0.4%. The company hadn't made a misstep. In fact, it's the exact opposite, which makes the story here so compelling.

AMD (NASDAQ:AMD) is the ticker every AI-hungry investor is chasing right now, riding a 273.82% one-year rally on OpenAI and Meta gigawatt deals. But here’s what you should actually be watching. The seasoned playbook says buy scarcity when it is cheap and lighten up when it is priced for perfection. AMD is priced for perfection. ... Forget AMD: Choose This Blue-Chip Haven to Lock in Fortress Gains Amid Tech Volatility

AI infrastructure spending has turned three chip suppliers into the biggest beneficiaries of the largest buildout in human history, and the math behind where their stocks land by 2029 is more surprising than the headline numbers suggest.