Advanced Micro Devices, Inc. - Common Stock (NQ:AMD)

As the curtain closes on 2025, the semiconductor industry has officially moved past the "AI hype" phase and into a period of structural re-architecting. While 2024 was defined by the frantic scramble...

The Semiconductor Supercycle of 2025: Beyond NVIDIA and into the AI Utility Era

December 31, 2025

Whales concentrate bets across a wide $140–$280 strike range.

Topics Artificial Intelligence Economy World Trade

AMD Stock Sees Unusual Options Activity As Whale Calls Dominate ↗

December 31, 2025

Via Talk Markets

The $5 Trillion Engine: How the 'AI Trade' Defied Gravity and Redefined the Market in 2025

December 31, 2025

As the final closing bell of 2025 rings across the floor of the New York Stock Exchange, the verdict on the year is unanimous: Artificial Intelligence is no longer a speculative bet; it is the...

Nvidia Solidifies AI Dominance with $20 Billion Strategic Acquisition of Groq’s LPU Technology

Topics Artificial Intelligence Economy

December 31, 2025

In a move that has sent shockwaves through the semiconductor industry, Nvidia (NASDAQ: NVDA) announced on December 24, 2025, that it has entered into a definitive $20 billion agreement to acquire the...

AMD and OpenAI Announce Landmark Strategic Partnership: 1-Gigawatt Facility and 10% Equity Stake Project

Topics Artificial Intelligence Economy Intellectual Property

December 31, 2025

In a move that has sent shockwaves through the global technology sector, Advanced Micro Devices (NASDAQ: AMD) and OpenAI have finalized a strategic partnership that fundamentally redefines the...

Intel stock had a great 2025. What will 2026 look like?

Topics Artificial Intelligence Economy

Last Call: Should You Load Up on Intel Stock Before 2025 Ends? ↗

December 31, 2025

In a move that has fundamentally rewritten the economics of the silicon age, Nvidia (NASDAQ: NVDA) and OpenAI have announced a historic $100 billion strategic partnership aimed at constructing the most...

Topics Artificial Intelligence Workforce

Nvidia’s $100 Billion Gambit: A 10-Gigawatt Bet on the Future of OpenAI and AGI

December 31, 2025

The Tale of Two Fabs: TSMC Arizona Hits Profitability While Intel Ohio Faces Decade-Long Delay

Topics Artificial Intelligence Economy Retirement

December 31, 2025

As 2025 draws to a close, the landscape of American semiconductor manufacturing has reached a dramatic inflection point, revealing a stark divergence between the industry’s two most prominent players....

NVIDIA’s $5 Trillion Ascent: Why the World’s Most Valuable Company Still Looks 'Cheap' for 2026

Topics Artificial Intelligence

December 31, 2025

As the curtain falls on 2025, the financial world is grappling with a paradox: NVIDIA (NASDAQ:NVDA), a company that recently breached the historic $5 trillion market capitalization milestone, is being...

The semiconductor industry has officially collided with a thermal wall that is fundamentally reshaping the global data center landscape. As of late 2025, the release of next-generation AI accelerators,...

Topics Artificial Intelligence Economy

The 1,400W Barrier: Why Liquid Cooling is Now Mandatory for Next-Gen AI Data Centers

December 31, 2025

The landscape of high-performance artificial intelligence computing has shifted dramatically as of December 2025. Advanced Micro Devices (NASDAQ: AMD) has officially unleashed the Instinct MI350...

Topics Artificial Intelligence Credit Cards Economy

AMD MI355X vs. NVIDIA Blackwell: The Battle for AI Hardware Parity Begins

December 31, 2025

Intel Seizes Manufacturing Crown: World’s First High-NA EUV Production Line Hits 30,000 Wafers per Quarter for 18A Node

Topics Artificial Intelligence Economy

December 31, 2025

In a move that signals a seismic shift in the global semiconductor landscape, Intel (NASDAQ: INTC) has officially transitioned its most advanced manufacturing process into high-volume production. By...

In a significant recalibration of global trade policy, the Trump administration has officially announced a new round of Section 301 tariffs targeting Chinese semiconductor imports, specifically...

Topics Artificial Intelligence Economy

Geopolitics and Silicon: Trump Administration Delays New China Chip Tariffs Until 2027

December 31, 2025

SoftBank’s AI Vertical Play: Integrating Ampere and Graphcore to Challenge the GPU Giants

Topics Artificial Intelligence Economy Electric Vehicles

December 31, 2025

In a definitive move that signals the end of its era as a mere holding company, SoftBank Group Corp. (OTC: SFTBY) has finalized its $6.5 billion acquisition of Ampere Computing, marking the completion...

Marvell Bets on Light: The $3.25 Billion Acquisition of Celestial AI and the Future of Optical Fabrics

Topics Artificial Intelligence

December 31, 2025

In a move that signals the definitive end of the "copper era" for high-performance computing, Marvell Technology (NASDAQ: MRVL) has announced the acquisition of photonic interconnect pioneer Celestial...

In a move that has sent shockwaves through Silicon Valley and the global semiconductor industry, NVIDIA (NASDAQ: NVDA) has finalized a blockbuster $20 billion agreement to license the intellectual...

Topics Artificial Intelligence Intellectual Property Supply Chain

NVIDIA’s $20 Billion Groq Deal: A Strategic Strike for AI Inference Dominance

December 31, 2025

As 2025 draws to a close, NVIDIA (NASDAQ:NVDA) is defying the traditional product lifecycle by securing a massive second wave of demand for its "legacy" Hopper architecture. While the market’s...

Topics Artificial Intelligence Economy Intellectual Property

Most active S&P500 stocks in Wednesday's session ↗

December 31, 2025

Via Chartmill

NVIDIA’s Second Wind: H200 Supply Surge and Blackwell Backlog Fuel 2026 Momentum

December 31, 2025

KAOHSIUNG, Taiwan — In a landmark moment for the semiconductor industry, Taiwan Semiconductor Manufacturing Company (NYSE:TSM) has officially commenced volume production of its next-generation 2nm (N2)...

Topics Artificial Intelligence Economy

TSMC Enters the 2nm Era: Volume Production Officially Begins at Fab 22

December 31, 2025

As the final bells of 2025 echo across the trading floors, the S&P 500 (NYSE Arca: SPY) finds itself perched at a historic precipice, tantalizingly close to the psychologically monumental 7,000 level....

Topics Artificial Intelligence Economy

Advanced Micro Devices Is the Most Compelling AI Trade for 2026 ↗

December 31, 2025

Via MarketBeat

Topics Artificial Intelligence

The 6,936 Line in the Sand: S&P 500 Braces for a High-Stakes New Year Pivot

December 31, 2025

The Sovereign of Silicon: How Nvidia Defined the 2025 Bull Market and What Lies Beyond the Blackwell Horizon

Topics Artificial Intelligence Economy Stocks

December 31, 2025

As the final bells ring across global exchanges on this December 31, 2025, one name stands undisputed at the summit of the financial world: NVIDIA (NASDAQ: NVDA). Over the past twelve months, the Santa...

The Trillion-Dollar Buildout: Big Tech’s Insatiable AI Appetite Redefines the Semiconductor Landscape

Topics Artificial Intelligence Economy Supply Chain

December 31, 2025

As 2025 draws to a close, the financial markets are witnessing an unprecedented architectural shift in the global economy. The "Big Four" hyperscalers—Amazon.com Inc. (NASDAQ: AMZN), Microsoft Corp....

Both the ProShares Ultra S&P 500 (SSO) and Direxion Daily Semiconductor Bull 3X Shares (SOXL) amplify daily returns, where SSO tracks broad market momentum and SOXL concentrates upside in one of the...

Topics Artificial Intelligence Earnings Economy

SSO vs SOXL: Leveraging the Market or Leveraging Momentum ↗

December 31, 2025

Intel could regain its competitive edge in the new year.

Topics ETFs Stocks

Intel Investors Just Got Great News for 2026 ↗

December 30, 2025

The chip industry is booming, and with that investors have plenty of opportunities to consider.

Topics Artificial Intelligence

2 Surefire Chip Stocks to Buy and Hold for the Next Decade ↗

December 30, 2025

The $5 Trillion Hangover: Nvidia’s Year-End Pullback Drags Nasdaq as Investors Rotate to 'S&P 493'

Topics Artificial Intelligence

December 30, 2025

As the curtain closes on 2025, the relentless momentum of the artificial intelligence trade is facing its most significant test to date. Nvidia (NASDAQ:NVDA), the semiconductor titan that became the...

3 Artificial Intelligence (AI) Updates Impacting Meta Platforms, Applied Digital, and Nvidia ↗

Topics Artificial Intelligence Economy Stocks

December 30, 2025

The AI market has recently seen business spin-offs, new acquisitions, and third-party benchmarks.

In a move that has sent shockwaves through Silicon Valley and global markets, Nvidia (NASDAQ: NVDA) has finalized a staggering $20 billion strategic intellectual property (IP) deal with the AI chip...

Topics Artificial Intelligence

The Inference Crown: Nvidia’s $20 Billion Groq Gambit Redefines the AI Landscape

December 30, 2025