Notícias

Taiwan’s Taiex gained as continued positive sentiment around AI and tech stocks on Wall Street sent the Nasdaq to another record high.

Advanced Micro Devices Inc. shares jumped Monday, putting the company on track to close above $1 trillion in market value for the first time amid renewed optimism for chipmakers necessary to power artificial intelligence.

Asian shares mostly advanced Monday as investors monitor updates ahead of the expected meeting between U.S. President Donald Trump and Chinese leader Xi Jinping this week in Washington which could cover trade, artificial intelligence and geopolitics. U.S. futures were higher, after Treasury Secretary Scott Bessent told reporters following talks Sunday with Chinese Vice Premier He Lifeng in New York ahead of the two leaders’ meeting that the U.S. had “a very successful engagement” with the Chinese side. Samsung Electronics jumped 5%, while memory chipmaker SK Hynix climbed 1%.

The federal government handed IBM $1 billion last week to help the build the first pure play quantum wafer foundry in the US.

Another chipmaker’s newest processor claims faster AI and stronger gaming performance.

Investing.com -- Meta Platforms (NASDAQ:META) shares rose 2% Tuesday morning after Bloomberg reported the company plans to deploy new in-house artificial intelligence chips in data centers during the first half of next year. The stock later pared gains to up 0.75%.

Asian and European chip stocks tumbled Monday after leaders of the world’s biggest artificial intelligence companies called for the industry to slow development of the technology for safety reasons. Nvidia and Intel are down in premarket trading.

Apple, which just unveiled its first foldable iPhone and two other new models that go on sale this week, and Taiwan Semiconductor Manufacturing, which makes the chips that power them, lead this weekend's watch list of five top stocks near buy points. Joining AAPL and TSM are cloud-based communications software platform Twilio and two healthcare plays. Oscar Health is the No. 2 health insurer based on Affordable Care Act exchange membership.

A Federal Reserve rate hike is likely while the crypto Clarity Act faces long odds with a Senate vote on deck. Salesforce holds its Dreamforce conference.

Find insight on Apple, CyberAgent, Adobe and more in the latest Market Talks covering Technology, Media and Telecom.

The S&P 500 undercut its 50-day as Treasury yields and oil prices surged. Oracle jumped late on earnings. The CPI inflation report could lock in expectations for a Fed rate hike next week.

Stock Market Today: The Dow Jones index rises Thursday ahead of a key inflation report. Nvidia chipmaker TSMC falls on August sales.

Find insight on SoftBank Group, Apple, Meta and more in the latest Market Talks covering Technology, Media and Telecom.

FEATURE Stock futures were edging higher on Thursday, even as oil carried on rising having topped $100 a barrel for the first time since July the previous session. Taiwan Semiconductor Manufacturing Co.

Taiwan Semiconductor Manufacturing Co. reported a 53.3% increase in monthly sales, with the company struggling to meet overwhelming demand from the global AI infrastructure buildout.

Oil prices and Treasury yields weighed on the indexes, But Meta, AMD were winners. Apple unveiled its foldable iPhone. Inflation data looms.

Samsung, TSMC and Intel rarely move in lockstep. This time, all three are betting on the same piece of equipment.

(Updates with economic data, recent oil price movement, world markets' overview and corporate stock

ASML Holding NV has won commitments from top chipmakers to use its latest semiconductor production gear, while embarking on a broader agreement to meet surging demand for more powerful artificial intelligence technology.

Diamond Hill Capital, a First Eagle Investment Management company, issued its Q2 2026 investor letter for its “International Fund”. The letter can be downloaded here. The Fund returned 7.76% in the quarter, underperforming the MSCI ACWI ex USA Index’s 14.49% gain. Performance was driven by stock selection in health care and consumer discretionary sectors, while information technology […]

By Ben Blanchard and Wen-Yee Lee TAIPEI, Sept 7 (Reuters) - Taiwan flexed its chip diplomacy muscles at a major trade show last week, portraying itself as a democratic and reliable supplier for the AI

The stock market fell this week before bouncing. Nvidia, Micron, Sandisk are new buys, but for how long? Apple, inflation data loom.

A government estimate reveals fresh investment plans from unnamed Taiwanese firms, stacked on top of TSMC’s already massive US commitment.

TAIPEI, Sept 2 () - Taiwanese companies are planning another $20 billion of investments in the U. driven by demand for AI applications, the island's ‌economy minister said on Wednesday without giving details, though drawing a warm ‌response from a visiting U.

Tepper just abandoned one AI winner for another

Cisco is navigating a shortage that’s squeezing the whole AI infrastructure industry.

Nvidia wavered late while CrowdStrike, Okta, Salesforce are big earnings winners. Is the market setting up or a setup?

Nvidia earnings land August 26 with 97% beat odds, yet options hedging and chip outflows show traders bracing for another post-beat drop.

Chip stocks are selling off at twice the rate of broad tech ahead of NVIDIA's most consequential earnings report in years, and the name leading the group lower has nothing to do with NVIDIA at all.

The chipmaker remains dominant for now, but an onslaught of companies is encroaching on its territory.