Notícias

Palantir has cratered while AMD has gone parabolic, yet our model hands both the same rating and confidence score. The reasoning behind that call reveals a tension in AI investing that most price targets ignore.

Management has gone quiet on the multi-billion-dollar China problem that once dominated its calls, and what they're talking about instead reveals a fundamental shift in where the company's growth must now come from.

NVIDIA just reported revenue nearly eight times larger than AMD's AI hardware business, yet AMD shares have surged over 150% this year while NVIDIA barely moved. One of these valuations is pricing in a future that may not arrive on schedule.

A single report on Chinese memory chip makers sent Micron tumbling and pulled Intel, AMD, and Marvell down with it, raising a question traders need to answer fast: is this a sector-wide buying opportunity or the start of something bigger?

The growing demand for server CPUs to handle agentic AI and inference workloads will be one of the biggest catalysts for AMD this earnings season.

HPE vs. AMD: Which Stock Is the Better Value Option?

The memory chip giant is on a tear, but its real value for your portfolio lies in how it moves on its own.

Nvidia Corp (NASDAQ:NVDA, XETRA:NVD) CEO Jensen Huang has pushed back against reports that the company’s next-generation Vera Rubin AI accelerator platform is facing manufacturing setbacks, saying production is already underway. Speaking with reporters at a developer event in Tokyo on...

A quiet admission that the company couldn't make its older chips fast enough revealed more than any grand AI promise.

Advanced Micro Devices, Inc. (NASDAQ:AMD) is one of the Best Stocks to Buy Now for High Returns. Recently, on July 9, William Blair initiated Advanced Micro Devices, Inc. (NASDAQ:AMD) with a Market Perform rating without any price targets. ​The firm noted AMD to be among the major beneficiaries of the AI infrastructure boom as it […]

Three years ago AMD had almost no presence in AI data centers. Today hyperscalers treat it as a strategic partner rather than a fallback option, and the reason why has less to do with chip performance than most investors realize.

SK Hynix is the biggest manufacturer of high-bandwidth memory (HBM), a critical component used in AI data centers.

The denial of a delay is notable. Any credible delay in Vera Rubin's ramp would sharpen competitive pressure from AMD's advancing MI350 and MI400 roadmap, making the CEO's on-record rebuttal particularly consequential for investors who have priced Nvidia's product cycle into its elevated valuation.

Here is how Marvell Technology convinced the market its already bright future was accelerating at a pace few saw coming.

Intel reports earnings on July 23, and something unusual is happening ahead of that print: prediction markets, insider activity, and a major rival's capital are all pointing in the same direction at once.

ARK's purchases come as investors closely watch progress on U.S. crypto legislation, including the CLARITY Act and stablecoin regulation efforts.

A top U.S. trade official confirmed Tuesday that Nvidia Corp. (NASDAQ:NVDA) has officially begun shipping its powerful H200 artificial intelligence chips to China, according to a report, signaling a resumption of advanced hardware exports under strict case-by-case government licenses. Minimal Volume Reaches Chinese Tech Giants Speaking before the House Foreign Affairs Committee, Jeffrey Kessler, Under Secretary of Commerce for Industry and Security, stated that early volumes remain heavily restr

'You need to develop the talent, you need to persevere and you have to have a lot of patience so that you can do this'

Meta Platforms, Inc. (NASDAQ:META) is one of the high-growth wide-moat stocks to buy. On July 9, Reuters reported that Meta plans to begin manufacturing its in-house AI chip, code-named Iris, in September. The company is working with Broadcom on design and Taiwan Semiconductor Manufacturing Company on production. Reuters also reported that Meta plans to deploy […]

The stock can continue beating the market.

Many call buyers likely have no idea that the implied volatility of calls is so high that stocks must make huge moves for them to profit.

Shares of semiconductor testing company FormFactor (NASDAQ:FORM) jumped 4.7% in the afternoon session after Cantor Fitzgerald reiterated its "Overweight" stock rating and $175.00 price target, citing a robust demand outlook, while the company also benefited from a broader rally in semiconductor stocks.

We recently published Ray Dalio Stock Portfolio: 10 Best Stocks to Buy. Advanced Micro Devices, Inc. (NASDAQ:AMD) is one of Ray Dalio’s best stocks to buy. On July 6, Advanced Micro Devices, Inc. (NASDAQ:AMD) shares rose 6.6% to $551.98 after Goldman Sachs raised its price target to $640 from $450. The firm reiterated a Buy rating. […]

The company's historic AI boom is undeniable, but it's also reshaping the business in ways that could challenge its premium valuation.

The chipmaker's recent strength is tempting, but its long-term behavior tends to magnify the market's moves, not counter them.

Semiconductor Stocks Rally After Sharp Selloff as Geopolitical Fears Ease

The market is offering an unusually high cash return to own this chip giant, forcing a hard look at whether its core business is stalling or simply reloading.

Shares of computer processor maker AMD (NASDAQ:AMD) jumped 3.1% in the afternoon session after several Wall Street analysts raised their price targets for the stock, reinforcing optimism about the chipmaker's artificial intelligence and server businesses.

Bank of America expects Advanced Micro Devices to deliver a beat-and-raise quarter driven by surging AI server demand for its EPYC CPUs and accelerators.

Tech stocks were higher late Tuesday afternoon, with the State Street Technology Select Sector SPDR