Actualités

DA Davidson says hyperscaler dependence may keep Nvidia's AI chip margins protected as rivals remain in early stages.

The crypto market faces a hard question this morning. Can a single initial public offering, even one of historic scale, pull enough capital out of digital assets to bend their price action? Bitcoin (CRYPTO:BTC) is trading near $63,800, up 2.8% over the past 24 hours, yet the multi-week chart tells a different story. Despite today’s ... Is the SpaceX IPO Crashing the Crypto Market?

Lisa Su is running one of the cleanest AI infrastructure stories on the market right now. Advanced Micro Devices (NASDAQ:AMD) just delivered a quarter where Data Center revenue hit $5.78 billion, up 57% year over year, free cash flow surged 253%, and Q2 guidance points to $11.2 billion in revenue. Shares are up 117.77% year ... Prediction: AMD Stock Will Trade at This Price in 2027

Warren Buffett has a great deal to worry about at Berkshire Hathaway (NYSE: BRK-B). Among them is that his net worth has dropped by $5 billion this year to $146 billion, placing him behind Steve Ballmer and Jim Walton, both at $147 billion. He is one of the few people on the Bloomberg Billionaires list ... Will Warren Buffett Return As Berkshire Hathaway’s CEO?

The chipmaker's five-year pledge includes new AI supercomputers at Cambridge and partnerships with Imperial College London

INTC is revamping for AI PCs and data centers, but LSCC's low-power FPGA focus and growth outlook tip the scales.

BNP Paribas is warning clients that this week’s SpaceX IPO could do something the AI rally has not yet had to absorb: force a wave of selling in the very semiconductor stocks that have driven the market higher. Retail investors are expected to be heavy buyers of the IPO, and they will need to raise ... Wall Street Bank Warns SpaceX IPO Could Trigger Large Sell-Off in Popular Semiconductor Stocks

Advanced Micro Devices Inc (NASDAQ:AMD, XETRA:AMD) has pledged to invest up to $2.7 billion (£2 billion) in the UK over the next five years, betting on the country's ambitions to become a global centre for artificial intelligence research and advanced computing. The US semiconductor titan,...

AMD will reach a $1 trillion market cap sooner than the recently touted Marvell Technology.

Micron was poised to rebound 7% on Monday morning following a recent market sell-off.

US equity futures were edging higher pre-bell Monday as President Donald Trump tried to hold togethe

An American semiconductor giant has unveiled plans to invest £2bn in Britain to build new AI supercomputers.

Three stocks that each tumbled 11% on Friday could bounce back, sooner than you think.

NVIDIA and SK hynix have announced a multiyear technology partnership aimed at developing next-generation memory to support the global buildout of AI factories. This collaboration is set to enhance memory supply aligned with NVIDIA's AI infrastructure roadmap and boost the advancement of semiconductor design and manufacturing by incorporating AI technologies. The partnership seeks to accelerate the deployment of AI infrastructure by addressing the extended development cycles and capital...

The brutal AI selloff that rocked the market on Friday may end up being short-lived, judging by how chip makers were trading early Monday.

A shift in the way artificial intelligence data centers work is bringing an unexpected technology back into a leading role.

The initiative includes partnerships spanning supercomputing, photonic networking and scientific research.

The Invesco PHLX Semiconductor ETF (NASDAQ:SOXQ) has emerged as one of the cleanest, lowest-cost vehicles for direct semiconductor exposure during the AI capex cycle. The fund tracks the PHLX Semiconductor Sector Index, which represents the 30 largest U.S.-listed semiconductor companies, and carries a 0.19% expense ratio, materially cheaper than the older iShares competitor. Since launching ... SOXQ Semiconductor ETF Surges 181.74% as AI Chip Boom Lifts NVIDIA, Broadcom, AMD

U.S. stock markets closed sharply lower on Friday following large-scale profit-taking on AI-powered semiconductor stocks.

Nvidia CEO Jensen Huang indicated that AI-linked stocks were at a discount, presenting a buying opportunity.

Investing.com -- U.S. President Donald Trump said Friday his team is exploring the idea of AI companies giving the American public a stake in their firms, and that he plans to host a meeting with AI executives as soon as next week.

This new ranking also showcases tech giants Alphabet, Microsoft, Meta and Cisco, propelled by high scores for innovation, financial strength and AI readiness

When Lip-Bu Tan took the helm of Intel in March 2025, the company was in desperate need of a turnaround.

And the stock jumped again in June with an endorsement from Jensen Huang.

It was a mind-blowing week for the AI trade, with only one reasonable conclusion.

Wondering if Advanced Micro Devices at around US$466 per share still offers value after such a strong run, or if most of the upside is already priced in. The stock is down 9.6% over the past week, up 2.5% over the past month, and has returned 108.7% year to date and 301.4% over the past year, which naturally raises questions about how much risk you are now taking for each extra % of potential return. Recent headlines have focused on Advanced Micro Devices as a key player in high performance...

The chipmaker's business is firing on all cylinders, but the recent pullback raises a familiar question for investors.

Advanced Micro Devices, Inc. (NASDAQ:AMD) is one of the Best Big Company Stocks to Buy Right Now. On June 1, TD Cowen lifted its price target on the company’s stock to $600 from $500 and maintained a “Buy” rating on the shares post meeting with management. As per the analyst, Advanced Micro Devices, Inc. (NASDAQ:AMD) demonstrated a […]

Retail investors have outperformed Wall Street benchmarks in 2026 by concentrating on leading AI stocks like Micron and Nvidia, raising the question of whether their winning streak can continue.

On a recent Earn Your Leisure segment, co-host Rashaad Bilal quoted investor Barry Atlas with a claim that stops you mid-scroll: “these companies are going to make more money than all of the IPOs in the last 20 years put together,” creating “a whole new class of billionaires” from just a handful of listings. SpaceX ... SpaceX IPO Could Create More Wealth Than All IPOs in the Last 20 Years Combined. Here’s Why Early Investors Are Banking On It