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

Nvidia is reportedly preparing to start shipping H200s to China, and Advanced Micro Devices' AI chips have caught the eye of a major Chinese company.

Nvidia and AMD Just Got Some Interesting News About the China Market ↗

December 23, 2025

An upcoming chip release by AMD in 2026 could challenge Nvidia's dominance.

Topics Artificial Intelligence

How AMD Quietly Beat Nvidia This Year — Even As China Curbs Hit Them Both ↗

December 23, 2025

Via Stocktwits

Could AMD Finally Close the Gap on Nvidia AI Dominance? ↗

December 22, 2025

Nvidia (NVDA) Technical Breakout: Analyzing key technical levels as the stock tests major resistance amidst the broader market rally.

Topics Artificial Intelligence

December 22, 2025

As the final trading days of 2025 approach, the financial world is fixed on a singular chart: Nvidia Corp. (Nasdaq: NVDA). After a grueling four-month consolidation phase that saw the semiconductor...

Silicon Sovereignty: How Nvidia and Palantir are Anchoring the S&P 500’s Record-Breaking Year

Topics Artificial Intelligence Economy Supply Chain

December 22, 2025

As the final trading days of 2025 approach, the equity markets are witnessing a historic divergence between the "AI-haves" and the "AI-have-nots." The S&P 500 (SPY), currently trading near record highs...

Both ETFs amplify technology gains, yet QLD leans on broad growth leadership while SOXL turns semiconductor cycles and daily leverage resets into the defining driver of returns

Topics Artificial Intelligence Earnings Economy

SOXL vs. QLD: Two Ways to Leverage Tech, With Very Different Stakes ↗

December 22, 2025

Shares of electricity generation and hydrogen production company Bloom Energy (NYSE:BE) jumped 3% in the afternoon session after the stock benefited from a broader market rally and growing investor...

Topics ETFs

Why Bloom Energy (BE) Stock Is Up Today

December 22, 2025

Via StockStory

Topics Artificial Intelligence Economy Energy

Samsung’s Silicon Setback: Subsidy Cuts and Taylor Fab Delays Signal a Crisis in U.S. Semiconductor Ambitions

December 22, 2025

As of December 22, 2025, the ambitious roadmap for "Made in America" semiconductors has hit a significant roadblock. Samsung Electronics (KRX: 005930) has officially confirmed a substantial delay for...

Strategic Silence: Why TSMC’s Arizona Grand Opening Delay Signals a New Era of Semiconductor Diplomacy

Topics Artificial Intelligence Economy

December 22, 2025

The semiconductor industry stood at a standstill in late 2024 when Taiwan Semiconductor Manufacturing Company (NYSE:TSM) made the calculated decision to postpone the grand opening ceremony of its...

The global technology landscape reached a fever pitch in late 2024 when Beijing officially weaponized its dominance over the Earth’s crust, announcing a comprehensive ban on the export of gallium,...

Topics Artificial Intelligence Economy Government

Mineral Warfare: China’s Triple-Threat Export Ban and the Great AI Decoupling of 2025

December 22, 2025

In a decision that has sent shockwaves through the semiconductor industry, Qualcomm (NASDAQ: QCOM) has emerged victorious in its high-stakes legal battle against Arm Holdings (NASDAQ: ARM). A final...

Topics Artificial Intelligence Economy World Trade

Qualcomm’s Legal Victory Over Arm: A New Era for Snapdragon X and the AI PC Revolution

December 22, 2025

Silicon Sovereignty: How a Rumored TSMC Takeover Birthed the U.S. Government’s Equity Stake in Intel

Topics Artificial Intelligence Intellectual Property Lawsuit

December 22, 2025

The global semiconductor landscape has undergone a transformation that few would have predicted eighteen months ago. What began as frantic rumors of a Taiwan Semiconductor Manufacturing Company (NYSE:...

As the calendar turns toward the final days of 2025, the financial world finds itself in the grip of a historic "Santa Claus Rally," propelled not by consumer retail strength, but by the relentless...

Topics Artificial Intelligence Economy

The $5 Trillion Engine: Nvidia’s Unstoppable Momentum Drives 2025 Holiday Market Rally

December 22, 2025

The Fall of the Architect and the Rise of the National Champion: Inside Intel’s Post-Gelsinger Resurrection

Topics Artificial Intelligence Economy Stocks

December 22, 2025

The abrupt departure of Pat Gelsinger as CEO of Intel Corporation (NASDAQ: INTC) in December 2024 sent shockwaves through the global technology sector, marking the end of a high-stakes gamble to...

This AI chip designer delivered record revenue in the latest quarter.

Topics Artificial Intelligence World Trade

This Nvidia Rival is More Expensive Than Nvidia. Is it Worth the Price? ↗

December 22, 2025

The trillion-dollar pivot: semiconductor sector surges as industry braces for 2026 AI supercycle

Topics Artificial Intelligence

December 22, 2025

As the trading year of 2025 draws to a close, the semiconductor industry is witnessing a seismic shift in market leadership and investor sentiment. While Nvidia (NASDAQ: NVDA) dominated the headlines...

In a landmark shift for the global semiconductor industry, NVIDIA Corporation (NASDAQ: NVDA) has reportedly informed its Chinese clients of plans to begin shipping its high-performance H200 AI chips to...

Topics Artificial Intelligence Economy

Nvidia Set to Resume High-End AI Chip Shipments to China Under New "Trump Waiver" Policy

December 22, 2025

AMD shares are on wathc following a report indicating Alibaba is weighing an acquisition of AMD's latest AI hardware.

Topics Artificial Intelligence Economy Government

AMD Shares Edge Higher On Reports Of Massive Alibaba AI Chip Order ↗

December 22, 2025

Via Benzinga

Topics Artificial Intelligence

The Nvidia Paradox: How a Single Stock Became the S&P 500’s Greatest Strength and Its Biggest Vulnerability

December 22, 2025

As we approach the final days of 2025, the financial world remains gripped by a phenomenon now known as the "Nvidia Effect." What began as a semiconductor success story has evolved into a structural...

As of December 22, 2025, Intel Corporation (NASDAQ: INTC) stands as perhaps the most significant industrial experiment in American history. Once the undisputed king of the semiconductor world, the...

Topics Artificial Intelligence Government Stocks

The National Champion’s Gambit: A 2025 Deep-Dive into Intel’s Turnaround

December 22, 2025

As of December 22, 2025, the semiconductor industry has firmly transitioned from a period of post-pandemic correction into a sustained, structural expansion driven by the generative AI revolution. At...

Topics Artificial Intelligence

The Great Diversifier: Inside AMD’s Ascent in the 2025 Semiconductor Supercycle

December 22, 2025

As the final trading days of 2025 unfold, the financial markets are witnessing a dramatic and high-stakes transformation. Following a volatile start to December that saw the Nasdaq-100 plunge nearly...

Topics Artificial Intelligence Bankruptcy Economy

The Great Growth Rotation: Nasdaq Surges as Investors Bet on 2026’s "Agentic AI" Era

December 22, 2025

As of December 22, 2025, NVIDIA Corporation (Nasdaq: NVDA) stands not merely as a semiconductor company, but as the foundational architect of the "Intelligence Age." In the span of just three years,...

Topics Artificial Intelligence Economy Stocks

The $4 Trillion Architecture: A Deep-Dive into NVIDIA’s (NVDA) AI Hegemony

December 22, 2025

As of December 22, 2025, the semiconductor industry finds itself at a historic crossroads, grappling with a "green paradox" that threatens to derail the global AI gold rush. While the latest generation...

Topics Artificial Intelligence Earnings Economy

The Silicon Thirst: Can the AI Revolution Survive Its Own Environmental Footprint?

December 22, 2025

As of December 22, 2025, the U.S. CHIPS and Science Act has officially transitioned from a series of ambitious legislative promises into a high-stakes operational reality. What began as a $52.7 billion...

Topics Artificial Intelligence Economy Emissions

Silicon Sovereignty: The State of the US CHIPS Act at the Dawn of 2026

December 22, 2025

The Packaging Paradigm Shift: Why Advanced Interconnects Have Replaced Silicon as AI’s Ultimate Bottleneck

Topics Artificial Intelligence Economy

December 22, 2025

As the global AI race accelerates into 2026, the industry has hit a wall that has nothing to do with the size of transistors. While the world’s leading foundries have successfully scaled 3nm and 2nm...

As of late 2025, the semiconductor industry has reached a pivotal turning point with the official commencement of high-volume manufacturing (HVM) for Intel’s 18A process node. This milestone represents...

Topics Artificial Intelligence Economy

Intel’s 18A Era Begins: Can the “Silicon Underdog” Break the TSMC-Samsung Duopoly?

December 22, 2025

The High Bandwidth Memory Wars: SK Hynix’s 400-Layer Roadmap and the Battle for AI Data Centers

Topics Artificial Intelligence Economy Intellectual Property

December 22, 2025

As of December 22, 2025, the artificial intelligence revolution has shifted its primary battlefield from the logic of the GPU to the architecture of the memory chip. In a year defined by unprecedented...

AI Infrastructure Gold Rush Drives Semiconductor Foundry Market to Record $84.8 Billion in Q3

Topics Artificial Intelligence Economy Supply Chain

December 22, 2025

The global semiconductor foundry market has shattered previous records, reaching a staggering $84.8 billion in revenue for the third quarter of 2025. This 17% year-over-year climb underscores an...