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

As the curtain closes on 2025, the technology sector has once again defied the gravity of a cooling global economy. Despite persistent geopolitical tensions, a softening labor market, and a year...

Topics Artificial Intelligence

The Silicon Fortress: Why Tech Remained the Market’s Indispensable Engine in Late 2025

December 23, 2025

Silicon Brinkmanship: AMD Navigates the MI308 ‘China-Specific’ Gambit Amidst New Tariff Deadlines

Topics Artificial Intelligence Economy

December 23, 2025

As of December 23, 2025, the global semiconductor landscape remains a volatile chessboard, with Advanced Micro Devices (NASDAQ:AMD) currently positioned at the center of a high-stakes geopolitical...

Micron (MU) Hits Historic Highs as Analyst Sets $500 Target Amidst Global AI Memory Crunch

Topics Artificial Intelligence Economy Supply Chain

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

December 23, 2025

Via Stocktwits

December 23, 2025

Micron Technology (NASDAQ: MU) dominated investor conversations on December 23, 2025, as the semiconductor giant’s stock hovered near all-time highs following a series of monumental developments....

Nvidia Shatters Key Technical Resistance, Igniting Year-End Semiconductor Surge and $5 Trillion Milestone

Topics Artificial Intelligence Economy

December 23, 2025

As the final trading days of 2025 unfold, the financial world is witnessing a historic technical breakout from Nvidia (NASDAQ: NVDA) that has sent shockwaves through the broader semiconductor sector....

As 2025 draws to a close, the semiconductor industry has reached a historic inflection point: the definitive end of the FinFET era and the birth of the Gate-All-Around (GAA) age. This transition...

Topics Artificial Intelligence ETFs Economy

The GAA Transition: The Multi-Node Race to 2nm and Beyond

December 23, 2025

As the semiconductor industry races toward the era of the one-trillion transistor package, the traditional foundations of chip manufacturing are reaching their physical breaking point. For decades,...

Topics Artificial Intelligence Economy

Glass Substrates: The New Frontier for High-Performance Computing

December 23, 2025

The Silicon Squeeze: How Advanced Packaging and the ‘Thermal Wall’ are Redefining the AI Arms Race

Topics Artificial Intelligence Bonds Economy

December 23, 2025

As of December 23, 2025, the global race for artificial intelligence supremacy has shifted from a battle over transistor counts to a desperate scramble for physical space and thermal relief. While the...

As the global appetite for artificial intelligence continues to outpace existing hardware capabilities, the semiconductor industry has reached a historic inflection point. Taiwan Semiconductor...

Topics Artificial Intelligence Economy

The Silicon Frontier: TSMC’s A16 and Super Power Rail Redefine the AI Chip Race

December 23, 2025

As of late 2025, the personal computing landscape has undergone its most radical transformation since the transition to the internet era. The "AI PC" is no longer a marketing buzzword but the industry...

Topics Artificial Intelligence Economy

The AI PC Arms Race: Qualcomm, AMD, and Intel Battle for the NPU Market

December 23, 2025

As of December 23, 2025, the landscape of global semiconductor manufacturing has reached a pivotal turning point. Taiwan Semiconductor Manufacturing Company (NYSE: TSM), the world’s leading contract...

Topics Artificial Intelligence

TSMC Arizona’s 3nm Acceleration: Bringing Advanced Manufacturing to US Soil

December 23, 2025

The Memory Margin Flip: Samsung and SK Hynix Set to Surpass TSMC Margins Amid HBM3e Explosion

Topics Artificial Intelligence Economy

December 23, 2025

In a historic shift for the semiconductor industry, the long-standing hierarchy of profitability is being upended. For years, the pure-play foundry model pioneered by Taiwan Semiconductor Manufacturing...

As of late 2025, the global race for semiconductor supremacy has hit a regulatory wall that is reshaping the American tech landscape. Taiwan’s strictly enforced "N-2" rule, a policy designed to keep...

Topics Artificial Intelligence Economy Supply Chain

TSMC’s ‘N-2’ Geopolitical Hurdle: A Win for Samsung and Intel in the US?

December 23, 2025

The AI Infrastructure Paradox: Mass Deployment Meets Physical Limits in the Race for Compute Supremacy

Topics Artificial Intelligence Economy

December 23, 2025

As of December 23, 2025, the artificial intelligence revolution has entered a grueling new phase. What was once a race to secure the most advanced silicon has transformed into a high-stakes battle for...

As of today, December 23, 2025, Dell Technologies (NYSE: DELL) stands as a titan at the epicenter of the generative AI revolution. Long regarded by many as a legacy hardware manufacturer defined by its...

Topics Artificial Intelligence Economy Energy

The Architect of the AI Factory: A Deep-Dive Research Report on Dell Technologies (DELL)

December 23, 2025

Via PredictStreet

Topics Artificial Intelligence Economy Retirement

The AI Sovereign: A Deep Dive into NVIDIA’s Dominance and the $4.5 Trillion Frontier

December 23, 2025

Dated: December 23, 2025 Introduction As the final trading days of 2025 unfold, one company stands not just as a market leader, but as the gravitational center of the global technology ecosystem....

Via PredictStreet

Topics Artificial Intelligence Economy

The AI Infrastructure Titan: A Deep-Dive Research Report on Super Micro Computer (SMCI)

December 23, 2025

As of December 23, 2025, Super Micro Computer (Nasdaq: SMCI) stands at a critical crossroads between extreme operational growth and intense financial scrutiny. Once a relatively quiet hardware...

Via PredictStreet

Topics Artificial Intelligence Economy Fraud

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

December 23, 2025

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.

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

Topics Artificial Intelligence

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