Notícias

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.

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.

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.

Mizuho lowered its price target on the stock, choosing to stay “Neutral” on INTC.

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 […]

On Sept. 15, 2026, technology stocks face headwinds while rising crude weighs on industrials.

All three major US stock indexes were down in late-morning trading Tuesday, as Treasury yields conti

A public listing could reveal the value of Intel's retained FPGA interest without repairing its own losses.

The world is obsessed with the idea that an AI doomsday is coming. Just look at the reaction to a viral blog post earlier this year.

The seasoned commercial executive has expertise in media and tech.

ASML Holding N.V. (NASDAQ:ASML) is examining ways to produce more than 110 EUV lithography systems in 2028, according to JPMorgan analysts following a meeting with CFO Roger Dassen. The company is already nearly sold out for 2027 and expects to produce at least 80 EUV systems that year, meaning output above 110 in 2028 would […]

VZ is advancing 6G with AI-native networks, real-world sensing trials and smart technologies, targeting the 2028 Olympics as a key test.

The company said the module consumes more than 60% less operating power than four 128GB DDR5 modules.

Investing.com -- Altera Corporation has confidentially submitted a draft registration statement on Form S-1 with the U.S. Securities and Exchange Commission for a proposed initial public offering. The San Jose-based programmable chipmaker has not yet determined the number of common shares to be offered or the price range, with the timing remaining subject to regulatory review and prevailing market conditions. The move initiates a fast-track return to public markets just one year after parent com

Intel has shocked the market with a historic run, but the real debate is whether the forces driving that surge can push shares to a level most analysts refuse to put in their models.

In September 2026, Atsign announced with Intel that they had removed a major encryption bottleneck for autonomous edge AI agents, reporting very large performance gains in secure agent-to-agent communications on Intel Xeon and Core Ultra 9 platforms and joining Intel’s Industrial Builders partner program. Intel’s work with Atsign underscores how hardware-rooted security and zero-trust architectures could make its CPUs more relevant as agentic AI expands into smart transportation and other...

FEATURE Stock futures were falling on Tuesday as a rally in oil prices drove the yield to its highest level in more than 19 years. Chip and memory stocks were edging higher, having taken a battering on Monday after several top executives called for a slowdown in AI development.

AMD and Intel both posted blockbuster Q2 2026 data center numbers, but one company is quietly locking up the customers, the sockets, and the AI rack deals while the other burns billions fixing its factories.

Nvidia is on track to shake up a processing market currently dominated by Intel and AMD.

AI fears are mounting.

Artificial intelligence stocks tumbled on Monday after American leaders of the AI revolution called for a coordinated slowdown in building more powerful AI systems.

President Trump often touts his administration's investment in Intel, but the fortunes of more than a dozen other public companies in the government's portfolio tell a much less flattering story.

(Updates with market moves at the end of the day, and other changes, if any.) Wall Street's equit

Stocks started the week on a negative note as several AI-related tech stocks sold off. Higher energy costs and Treasury yields didn't help.

The company also announced a product called Active Compute Fabric, a network technology that targets the fact that much GPU time is wasted waiting for data to arrive.

Nvidia, Intel And AMD Shares Sink As AI Leaders Sound Fresh Warning

The September 14 selloff treated slower frontier AI development as bad news for chips. The more interesting question is whether it changes which chips get bought. Reuters Breakingviews argued that a moderation in giant model-training runs could redirect part of this year’s roughly $1 trillion AI investment toward inference, where existing models answer queries and […]

(Updates with latest market prices and developments.) US benchmark equity indexes were lower intr

AI CEOs want the industry to pump the brakes on capability gains. Nvidia, Intel, and AMD didn't like the sound of that. Bitcoin didn't seem to mind.

Tech stocks fell sharply on Monday after AI companies called for a slowdown in the development of the technology.