Notícias
Apenas manchetes de alto sinal - eventos macro, resultados, M&A, regulatório. Listicles e clickbait de analistas filtrados por padrão. Atualizado a cada hora.
A number of stocks jumped in the afternoon session after Treasury yields retreated below 5% and oil prices declined, sparking a recovery across growth-oriented equities following the Federal Reserve's interest rate increase.
The S&P 500 and Nasdaq regain their 50-day lines and Treasury yields fall in a bullish day two Fed reaction. SpaceX, AMD, Moderna are buys.
Major stock-market indexes rallied, reversing the declines that followed the Federal Reserve’s interest-rate hike Wednesday. The PHLX Semiconductor Index rose 3.1% after comments from Intel Chief Executive Lip-Bu Tan about soaring memory prices. The Securities and Exchange Commission cleared a path for trading venues to offer tokenized stocks in the U.S., a landmark decision that may overhaul traditional equity markets.
Recently, Jim Cramer interviewed OpenAI’s CFO Sarah Friar, noting that both OpenAI and Anthropic had backed calls to slow development on the most powerful AI models so safety protocols could catch up. When Cramer pressed her on whether OpenAI might slow its AI buildout, she explained the company would always make investment decisions by prioritizing […]
Jim Cramer called Anthropic and OpenAI the pioneers of AI and the most brilliant companies in the race against China, then accused them of doing more damage to public trust than anyone else in the industry.
Semiconductor stocks are posting a third straight session of gains, but one chip name is running so far ahead of the pack that it raises an uncomfortable question about whether the move reflects genuine conviction or something riskier.
Key TakeawaysAMD fell more than 4% on September 14 after Anthropic, OpenAI and xAI executives publicly warned about the pace of AI development, then rebounded to roughly $549 by September 17, up more than 7% on the day. Wall Street’s price targets never wavered during the panic.
QCOM faces margin pressure from rising semiconductor costs, weaker handset demand and product mix, while Apple revenue is set to decline.
CBRS faces margin pressure and customer concentration, but strong RPO, expanding capacity and liquidity support its long-term growth outlook.
Nebius Group NV (NASDAQ:NBIS) has notified customers of plans to increase prices across its on-demand GPU cloud services, with the new rates scheduled to take effect on October 1. Under the latest adjustments, prices for Nvidia Corp (NASDAQ:NVDA, XETRA:NVD) H100 instances will rise by about...
Nvidia's shares look like a great deal right now.
Marvell Technology's AI-driven data center growth is accelerating across custom silicon, optics and switching, but competition remains fierce.
Advanced Micro Devices (NasdaqGS:AMD) is working with SiFive to tune its open-source ROCm AI software for RISC-V datacenter servers. The collaboration focuses on making AMD's ROCm stack run on SiFive's RISC-V hardware for datacenter AI workloads. Initial technical demonstrations with SiFive hardware highlight cross-industry interest in more open datacenter compute architectures built around RISC-V. The ROCm and SiFive RISC-V effort is important, and it should be considered alongside...
A reported pricing change lifted Nebius and its rivals as investors looked for signs that AI compute remains tight.
Broadcom just posted its ninth consecutive earnings beat and guided AI revenue up 236% year-on-year, yet the stock keeps sliding while the rest of the sector holds firm. One top analyst thinks the selloff created a rare window that closes fast.
AMD's data center momentum goes up against Texas Instruments' fortress balance sheet in a classic growth-versus-stability face-off.
Nebius Group NV (NASDAQ:NBIS) shares surged 11. 1% in pre-market trading after the company notified customers of price increases across its on-demand GPU cloud services, effective 1 October 2026.
Marvell's stock has cratered even as its AI data-center business posts record numbers and analysts pile on upgrades, and one KeyBanc analyst is drawing a very different conclusion from the selloff than the rest of the market.
A caller asked during September 11’s episode of Mad Money if Advanced Micro Devices, Inc. (NASDAQ:AMD) was worth buying given how much the stock tends to rise when NVIDIA moves higher. Jim Cramer commented: In my conference call yesterday with the club, I admitted that AMD and Dell, I was confounded by my restrictions. Every […]
FEATURE Stock futures were rising on Thursday as investors got over the worst of their worries about the Federal Reserve’s interest-rate hike. Chip and memory stocks were trading higher ahead of the opening bell, despite fresh concerns about a slowdown in the development of artificial intelligence.
Marvell Technology (MRVL) has more than tripled over the past year. It has also fallen about 28% in three months and trades about 30% below its 52-week high. If you are wondering whether the growth story broke, it did not. Marvell raised its revenue guidance on August 27, 2026, and the stock fell anyway.
Today, Sept. 16, 2026, reports of U.S. foundry negotiations fueled a 4% rally, while analysts lifted price targets citing AI and data-center upside.
