Silicon Valley

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...

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

The shortage of consumer memory is proving to be a significant hindrance to the advancement of consumer technology.

Topics Artificial Intelligence Intellectual Property

What the Recent Memory Shortage Means for Micron Technology Shareholders ↗

December 30, 2025

As we close out 2025, the personal computer is no longer just a window into the internet; it has become an active, local participant in our digital lives. Microsoft (NASDAQ: MSFT) has successfully...

Topics Artificial Intelligence

The Silicon Memory: How Microsoft’s Copilot+ PCs Redefined Personal Computing in 2025

December 30, 2025

The Blackwell Era: How Nvidia’s 2025 Launch Reshaped the Trillion-Parameter AI Landscape

Topics Artificial Intelligence Credit Cards

December 30, 2025

As 2025 draws to a close, the technology landscape looks fundamentally different than it did just twelve months ago. The catalyst for this transformation was the January 2025 launch of Nvidia’s...

As 2025 draws to a close, the semiconductor industry is standing at the precipice of its most significant architectural shift in a decade. The transition to High Bandwidth Memory 4 (HBM4) has moved...

Topics Artificial Intelligence Economy

The Great Memory Pivot: HBM4 and the 3D Stacking Revolution of 2026

December 30, 2025

The Great Decoupling: How RISC-V Became China’s Ultimate Weapon for Semiconductor Sovereignty

Topics Artificial Intelligence Economy Supply Chain

December 30, 2025

As 2025 draws to a close, the global semiconductor landscape has undergone a seismic shift, driven not by a new proprietary breakthrough, but by the rapid ascent of an open-source architecture. RISC-V,...

The Silicon Squeeze: Why Advanced Packaging is the New Gatekeeper of the AI Revolution in 2025

Topics Artificial Intelligence World Trade

December 30, 2025

As of December 30, 2025, the narrative of the global AI race has shifted from a battle over transistor counts to a desperate scramble for "back-end" real estate. For the past decade, the semiconductor...

Advanced Micro Devices has a big year planned for 2026 with the release of the MI450.

Topics Artificial Intelligence Economy

Should AMD Stock Investors Be Worried About Nvidia Licensing Groq Technology? ↗

December 30, 2025

As we close out 2025 and head into 2026, the personal computer is undergoing its most radical transformation since the introduction of the graphical user interface. The "AI PC" has moved from a...

Topics Artificial Intelligence

The Silicon Sovereign: How 2026 Became the Year the AI PC Reclaimed the Edge

December 30, 2025

Nvidia Defies Year-End Gravity: AI Titan Stages Dramatic Intraday Recovery as Blackwell Demand Hits Fever Pitch

Topics Artificial Intelligence

December 30, 2025

As the final trading days of 2025 unfold, the financial markets are witnessing a familiar spectacle: the resilience of NVIDIA (NASDAQ: NVDA). On Tuesday, December 30, 2025, the semiconductor giant...

Masayoshi Son’s Grand Gambit: SoftBank Completes $6.5 Billion Ampere Acquisition to Forge the Path to Artificial Super Intelligence

Topics Artificial Intelligence Economy Retirement

December 30, 2025

In a move that fundamentally reshapes the global semiconductor landscape, SoftBank Group Corp (TYO: 9984) has officially completed its $6.5 billion acquisition of Ampere Computing. This milestone marks...

NVIDIA’s $20 Billion Christmas Eve Gambit: The Groq “Reverse Acqui-hire” and the Future of AI Inference

Topics Artificial Intelligence Economy Intellectual Property

December 30, 2025

In a move that sent shockwaves through Silicon Valley on Christmas Eve 2025, NVIDIA (NASDAQ: NVDA) announced a transformative $20 billion strategic partnership with Groq, the pioneer of Language...

Wall Street’s Not Sure What to Think About Nvidia’s Deal for Groq, But Mizuho Says You Should Keep Buying NVDA Stock

Topics Artificial Intelligence Economy Intellectual Property

December 30, 2025

Nvidia stock in focus as the chipmaker announces $20 billion Groq deal. Mizuho analyst explains why the transaction is largely bullish for NVDA shares.

Via Barchart.com

Topics Artificial Intelligence

The Great AI Recalibration: Is Nvidia’s Cooling a Healthy Reset or a Bubble Bursting?

December 30, 2025

As the curtains close on 2025, the high-flying artificial intelligence sector is experiencing a moment of profound introspection. After a year of relentless gains, the market’s darling, Nvidia...

The Great Convergence: Nvidia Solidifies $5 Billion Alliance with Intel to Redefine the AI Era

Topics Artificial Intelligence

December 30, 2025

In a move that marks the most significant realignment in the history of the semiconductor industry, Nvidia (NASDAQ:NVDA) has officially closed a $5 billion strategic investment in its long-time rival,...

Memory chip prices are a huge problem for the PC industry.

Topics Artificial Intelligence Economy

This Could Derail Intel's Comeback in 2026 ↗

December 30, 2025

Nvidia, AMD, and Micron Technology Could Help This Unstoppable ETF Turn $250,000 Into $1 Million in 10 Years ↗

Topics Artificial Intelligence

December 30, 2025

The semiconductor industry looks set for further gains thanks to the artificial intelligence boom.