Apenas manchetes de alto sinal - eventos macro, resultados, M&A, regulatório. Listicles e clickbait de analistas filtrados por padrão. Atualizado a cada hora.
AI infrastructure is running into physical bottlenecks that most investors overlook, and three semiconductor stocks sitting at those chokepoints are flashing unusual setups ahead of July earnings season.
Chip makers are selling off premarket as investors pare back investments in artificial intelligence-linked stocks. Intel, Micron and Sandisk are on track to notch double-digit losses for the week, while large tech names in Asia have cratered.
The partners named are Qualcomm, Visteon, Harman, Joynext, Denso, Astemo and Hyundai Mobis, each described as a major supplier of technology underpinning the automotive ecosystem.
Palomino Laboratories has signed a binding Letter of Intent to acquire Vega Links Inc., aiming to transform itself into a comprehensive AI interconnect company. This acquisition will expand Palomino's market reach from approximately $6 billion to over $60 billion by integrating systems architecture and advanced interconnect technologies, such as copper, MicroVCSEL, and MicroLED solutions. As AI infrastructure advances rapidly, the demand for high bandwidth, low latency, and energy-efficient...
SK Hynix’s U.S.-listed stock was rising early on Friday. SK Hynix’s American depositary receipts were up 3% at $156.79 in premarket trading, making it the biggest gainer among large semiconductor companies. SK Hynix has been notably volatile following its blockbuster listing of ADRs on the Nasdaq market.
Micron stock is down 25% in the past month and has fallen below $1 trillion but there is hope on the horizon.
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.
Jim Cramer says Micron just delivered one of the best quarters in memory chip history, yet he still wants you out of the stock before Monday. The reason has nothing to do with earnings and everything to do with who is actually controlling the price right now.
19% That's how much the PHLX Semiconductor Index has tumbled from its June high. The index's biggest components include AI heavyweights including Nvidia, Micron Technology, Broadcom and Applied Materials, all of which have come under pressure in recent weeks.
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.
July 17 (Reuters) - U.S. stock index futures slid on Friday as a selloff in chip stocks deepened, forcing investors to reassess the staying power of this year's AI-fueled rally, while a weak forecast
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.
Chip stocks and other tech trades have been volatile lately. But earnings growth for the S&P 500 should still be strong. The broadening of the rally is for real.
J.R. Simplot never dealt with small potatoes. This is a man who dropped out of school in the eighth grade and went on to found the Boise, Idaho-based J.R. Simplot Company, one of the world’s largest potato businesses. His wealth soared during World War II when he secured military contracts to ...
Nvidia Corp. CEO Jensen Huang dismissed reports of delays in the rollout of the company’s Vera Rubin AI hardware and affirmed that production remains on track. On Wednesday, during a talk on how the company could help Japan’s AI ambitions...
Nearly 700 miles from Silicon Valley, in the arid foothills of Boise, Idaho, you’ll find the headquarters of Micron Technology (MU), a global manufacturer of semiconductor chips and one of the world’s leading technology companies. It's also nearly 2,500 miles from Wall Street. Yet despite its ...
The rise of artificial intelligence has supercharged this memory manufacturer's business.
The Nasdaq tumbled on Sandisk, Micron, other AI stocks, but regional banks and transports rose. SpaceX has a big launch coming.
Shares of memory chips maker Micron (NASDAQ:MU) fell 5.7% 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. TSMC shares fell roughly 4% in the morning session despite a record profit beat.
Palantir CEO Alex Karp recently placed his company alongside Nvidia, Micron, and SK Hynix as the biggest beneficiaries of rising investment in artificial intelligence (AI) infrastructure.
Micron Technology has recently completed Strategic Customer Agreements with major automotive suppliers such as Qualcomm, DENSO and Hyundai Mobis, and is accelerating more than US$250.00 billion of US fab and technology investments through 2035 to support long-term demand for advanced memory and storage. These long-horizon supply pacts and capacity plans highlight Micron’s push to lock in critical end markets like AI-enabled vehicles while reshaping the geography and resilience of its...
While Taiwan Semi's post-earnings drop pressured chipmakers, healthcare names outperformed thanks to Merck's FDA win and Eli Lilly's big buy.
We use Google Analytics to count anonymous page views and understand which content gets read. No ads, no profiles. Decline keeps you on cookieless mode. Details.
