Notícias
Apenas manchetes de alto sinal - eventos macro, resultados, M&A, regulatório. Listicles e clickbait de analistas filtrados por padrão. Atualizado a cada hora.
The next phase of artificial intelligence (AI) investing may belong not to the GPU makers, but to Broadcom and Marvell -- the custom silicon architects powering the world's largest AI platforms.
Under new CEO Greg Abel, Berkshire Hathaway might be more open to making large tech investments.
Many investors are excited to buy SpaceX stock, but some might be investing for the wrong reasons.
Wall Street can’t stop talking about Intel (NASDAQ:INTC), the once-faded chipmaker now sporting a 168.75% year-to-date rally on the back of an NVIDIA $5 billion equity injection, a U.S. government stake, and breathless turnaround chatter. Here is what the data actually shows. The Intel Trade Is Crowded, Capital-Hungry, and Mispriced for This Rate Regime The ... Forget Intel Corporation: As Rising Yields Shake Wall Street, This Unstoppable AI Powerhouse Is a No-Brainer Buy
Semiconductors have been one of the market's hottest sectors. But one of these major ETFs is better positioned for the remainder of 2026.
<body><p>STORY: Alphabet’s Google has placed an order with Intel for more than three million chips in 2028.</p><p>:: Intel</p><p>:: Nvidia</p><p>That’s according to the news site The Information Monday which also reported that Nvidia is evaluating Intel’s technology and running early trials as it considers future orders.</p><p>:: Intel</p><p>Shares of Intel jumped as much as 12% Monday morning to add to the nearly 169% gain so far this year, on the back of signs of steady turnaround progress under CEO Lip-Bu Tan.</p><p>:: Intel</p><p>Intel declined to comment on the report, while Alphabet and Nvidia did not immediately respond to requests for comment.</p><p>Reuters could not independently verify the report.</p><p>The potential order for Google's in-house AI chips would be a major win for Intel's contract manufacturing business, as the company works to regain ground it lost to Taiwan's TSMC after years of management missteps.</p><p>:: Archive</p><p>According to The Information's report, surging demand has led companies to seek out other manufacturers as TSMC tries to keep up with orders.</p><p>Since Lip-Bu Tan took charge, Intel has secured billions of dollars of investments from the Trump administration, Nvidia and SoftBank.</p><p>It is also working on chips for Tesla.</p><p>:: Intel</p><p>One analyst told Reuters that companies are supporting Intel because it has U.S.-based manufacturing, which is important for relationships with the Trump administration. </p></body>
These stocks could grow in value considerably over the next few years.
SpaceX bulls see big things ahead.
Semiconductor stocks are staging a comeback on Monday. Here's what's driving the rebound in Intel, Micron, and the broader market.
After a monumental rise in the company's share price, the market is ready to reach a new milestone.
SpaceX just filed an amendment to its IPO documentation, and one sentence suggests a major deal could be on the horizon.
Declining sales of plant-based meats have the company looking for other revenue sources.
Nvidia says Vera will use SK Hynix DRAM as both companies prepare for a larger second half and next year.
Ford has made a big AI pivot, but is the stock a buy now?
Can Micron possibly still be a good value after such a run?
Is it time to dump David and buy Goliath?
Zealand Pharma's stock is cratering today after disappointing results from a late-stage trial of its GLP-1 dual-receptor agonist drug.
(Bloomberg) -- Intel Corp. shares rose the most in a month after the Information reported that Alphabet Inc.’s Google will rely on it for more than 3 million specialized AI chips in 2028. Most Read from BloombergHouse Republican Says Hegseth’s D-Day Remarks ‘Inappropriate’Trump Says He, Not Congress, Is in Charge of Kennedy Center in ReversalLA Mayor Race Flips as Socialist Beats Reality TV Star PrattWhy Oil’s Not at $200 After the Biggest Supply Shock in HistoryIsrael Strikes Iran After Missile
Lululemon stock is down 43% so far this year.
Is INTC a good stock to buy? We came across a bullish thesis on Intel Corporation on Nikhs’s Substack. In this article, we will summarize the bulls’ thesis on INTC. Intel Corporation’s share was trading at $99.17 as of June 5th. INTC’s trailing and forward P/E were 904.17 and 123.46 respectively according to Yahoo Finance. Intel Corporation […]