Notícias

Advanced Micro Devices (AMD) is back in focus after a fresh run of AI hardware announcements and conference appearances, giving investors new information on how the chip designer is positioning itself across fast growing compute markets. Recent trading has been choppy for Advanced Micro Devices. A 2.19% 1-day share price gain comes after short term weakness, with the 30 day share price return down 1.98%. However, the 1 year total shareholder return of 214.22% points to powerful longer term...

Qualcomm (QCOM) throws off free cash worth 5.2% of its market value each year, against 4.4% for the median S&P 500 company. A yield above the median means one of two things: a bargain or a business the market expects to shrink. Here it is mostly the second: the cash comes from smartphone chips, and Apple is leaving.

Never heard of Crusoe or Joulent? Tech and oil giants rely on hordes of small private firms for massive AI buildout.

Micron Technology (MU) ranks first in its peer group on revenue growth, operating margin and twelve-month stock return. It still trades at 20.7 times earnings, below a peer's 26.6. The gap is not an oversight. The market is paying Micron for what it earns now and refusing to pay for what it earns next.

Chip demand looks far stronger than slowdown fears imply

While concerns over an AI spending slowdown persist, Nvidia’s fundamentals still point to solid growth ahead.

NVIDIA (NVDA) stock trades near $212, about 10% below its 52-week high, and it has gone nowhere over the past three months. The company itself has not been standing still. So it is worth asking the uncomfortable question: how far does a stock like this fall when a real shock arrives, and how long would you wait to get it back.

AMD stock wins another endorsement from Piper Sandler.

AMD is the IBD Stock Of The Day as the chipmaker rises on renewed hopes for continued heavy spending on AI data centers.

OpenAI's CFO just revealed how $122 billion in cash fundamentally changes the power dynamic between the world's most important AI lab and its chip suppliers, and the implications for Nvidia's premium pricing are only beginning to surface.

Broadcom just posted AI revenue growth of 221% year over year and guided for even bigger numbers ahead, yet the stock sits well off its highs and trades at a fraction of its closest custom-chip rival's multiple. Something in that math does not add up.

Both ASML and TSMC crushed Q2 expectations, yet investors keep misreading what actually drives each business. The real story lives in two overlooked monopolies that most earnings headlines never touch.

Broadcom posted record AI chip numbers and Wall Street still hammered the stock, leaving analysts pointing to a gap between price and target that rarely opens this wide on a mega-cap. Here is what the sell side is betting the market is missing.

Every time the overpriced chorus grows louder on Nvidia, one investor adds more shares, and the reasoning behind that move cuts against almost everything the skeptics keep quoting.

AMD just handed OpenAI, Meta, and Anthropic gigawatt-scale reasons to abandon NVIDIA, and Lisa Su is making a bold promise about 2027 that Wall Street has not fully priced in yet.

SK Hynix stock jumped following a report that the memory maker is exploring a deal with Intel.

Investing.com -- In a note to clients on Wednesday, Melius Research made the case that Intel shares could roughly double from current levels, arguing the chipmaker's foundry business is becoming increasingly valuable amid an AI-driven scramble for domestic chip production.

The S&P 500 (^GSPC) is often seen as a benchmark for strong businesses, but that doesn’t mean every stock is worth owning. Some companies face significant challenges, whether it’s stagnating growth, heavy debt, or disruptive new competitors.

The bank sees memory, AI servers, and chip equipment supporting another leg of semiconductor growth.

Intel (INTC) stock has returned about 295% over the past year, but it has given back 22% over the past three months. It trades roughly 31% below its 52-week high. The question now is what powers the next leg, and the answer is what Intel can build, not what it can sell.

Advanced Micro Devices (AMD) has returned more than 200% over the past year. The number that should worry a holder is 19.5: the price-to-sales multiple, against a ten-year high of 23.0, in the top decile of the stock's own decade. That multiple sits in the top decile of the stock's own decade, and the growth behind it, a doubling of the data center business in 2027, rests on a product that had not shipped when management last reported.

JEPQ promises retirees a fat monthly paycheck, but the same $500,000 investment can produce wildly different checks from one season to the next, and the tax treatment buried in the fine print makes the real yield far less glamorous than the headline suggests.

In the most recent trading session, Advanced Micro Devices (AMD) closed at $504.19, indicating a +2.18% shift from the previous trading day.

Dow Jones tech titan Apple, along with Nvidia chipmaker TSMC, AMD and Bloom Energy, are in or near buy zones in Tuesday's market action.

Qualcomm (QCOM) stock rose 40% between mid-March and mid-September 2026, from near the bottom of its 52-week range, while the S&P 500 gained 15.5%. The market was paying for a data center business moving from talks to purchase orders. That timeline had already been public and had moved earlier, across three quarterly reports.

Investors may be underestimating what comes next for AMD.

Micron Technology (MU) trades near $924, up more than 500% over the past year and still about 24% below its three-year high. The easy read on a $1 trillion memory maker is that the run is over. But Micron has signed 16 strategic customer agreements that commit customers to buy set volumes, the largest at prices held between a contracted floor and a ceiling set at the June-quarter market price. A three-year scenario on Micron's own numbers shows what is still in front of you.

The recovery recaptures part of Monday's selloff, but AMD's valuation still assumes uninterrupted data-center expansion.

The AI chipmaking leader will stay ahead of the resilient underdog.

Our AMD (NASDAQ:AMD) call is one of the tougher ones we’ve made this quarter. The stock has done what few thought possible, doubling in months on the back of an AI accelerator story that is finally landing with hyperscalers. The 24/7 Wall St. price target for AMD is $480.90 over the next 12 months, roughly […]