NVIDIA Corp (NQ:NVDA)

Oracle's Cloud Ascendancy and AI Bets Signal Robust Corporate Tech Spending Despite Nuanced Revenue Performance

December 12, 2025

Oracle Corporation's (NYSE: ORCL) Second Quarter Fiscal Year 2026 earnings, released on December 10, 2025, have painted a complex yet largely optimistic picture of the enterprise technology landscape....

The artificial intelligence landscape, as of late 2025, is undergoing a profound transformation, shifting from an era of speculative enthusiasm to a demand for tangible returns and robust business...

Topics Artificial Intelligence

The AI Frontier: Beyond NVIDIA – Identifying the Next Wave of Winners and Losers

December 12, 2025

As of December 12, 2025, the financial markets are witnessing a striking divergence: the venerable Dow Jones Industrial Average (DJIA) continues its ascent, notching new all-time highs, even as the...

Topics Artificial Intelligence Economy Supply Chain

Dow Jones Defies Tech Turmoil: A "Great Rotation" Reshapes Market Landscape

December 12, 2025

Inflation's Persistent Shadow: Rate Cuts and Economic Crosscurrents Shape Market Sentiment

Topics Artificial Intelligence Economy Stocks

December 12, 2025

As 2025 draws to a close, the specter of inflation continues to cast a long shadow over global financial markets, subtly yet profoundly influencing stock market sentiment and investor behavior. Despite...

The tech-heavy Nasdaq Composite has experienced a notable nosedive in mid-December 2025, casting a shadow of doubt over the sustainability of the fervent AI-driven rally that has largely propelled...

Topics Artificial Intelligence Bonds Economy

Nasdaq's AI-Driven Rally Stumbles: Is the Tech Boom Facing a Reality Check?

December 12, 2025

S&P 500 Retreats from Record Highs Amidst AI Bubble Fears: What's Next for the Broader Market?

Topics Artificial Intelligence Economy Government

December 12, 2025

New York, NY – December 12, 2025 – The S&P 500 experienced a notable retreat from its recent record highs today, marking its worst daily performance in three weeks. This pullback, which saw the index...

Broadcom (NASDAQ: AVGO) experienced a significant post-earnings stock plunge on December 11, 2025, sending ripples through the broader semiconductor sector and prompting questions about the...

Topics Artificial Intelligence Economy Stocks

Broadcom's Post-Earnings Jolt: A Bellwether for the AI Semiconductor Rally?

December 12, 2025

As December 2025 unfolds, the financial markets are witnessing a profound strategic realignment, colloquially termed the "Great Rotation." This significant shift sees investors increasingly pulling...

Topics Artificial Intelligence Earnings Economy

The Great Rotation: Investors Pivot from AI Hype to Value Fundamentals

December 12, 2025

Wall Street is reeling from a significant tech stock meltdown that has sent shivers through the market, driven by escalating fears of an "AI bubble." The past few weeks, particularly November and early...

Topics Artificial Intelligence Economy Stocks

AI Bubble Fears Intensify: Tech Stocks Suffer Wall Street's Worst Week in Months

December 12, 2025

Shares of server solutions provider Super Micro (NASDAQ:SMCI) fell 4% in the afternoon session after investors rotated out of AI-linked high-flyers following underwhelming earnings updates from Oracle...

Topics Artificial Intelligence ETFs Economy

Super Micro (SMCI) Stock Trades Down, Here Is Why

December 12, 2025

SoundHound AI, CoreWeave, and Nebius are promising long-term hypergrowth plays.

Topics Artificial Intelligence Economy Supply Chain

3 Breakout Growth Stocks You Can Buy and Hold for the Next Decade ↗

December 12, 2025

Via The Motley Fool

Topics Artificial Intelligence Credit Cards

Oracle Denies Data Center Delay Report After Shares Slide On OpenAI Build-Out Concerns ↗

December 12, 2025

Oracle and OpenAI struck a $300 billion contract in September, with the former agreeing to build out data centers with a total capacity of 4.5 gigawatts.

Via Stocktwits

Topics Artificial Intelligence Earnings

Amkor, Seagate Technology, Semtech, and Photronics Shares Are Falling, What You Need To Know

December 12, 2025

A number of stocks fell in the afternoon session after investors grew concerned over the profitability timeline of artificial intelligence (AI) investments following financial reports from industry...

Shares of electronic system and device provider Bel Fuse (NASDAQ:BELFA) fell 3.1% in the afternoon session after reports revealed that Mexico approved new import tariffs that could affect the...

Topics Artificial Intelligence

Why Bel Fuse (BELFA) Shares Are Falling Today

December 12, 2025

Shares of electric vehicle manufacturer Rivian (NASDAQ:RIVN) jumped 14.1% in the afternoon session after the company announced ambitious plans for autonomous driving technology, including a proprietary...

Topics Artificial Intelligence Economy World Trade

Why Are Rivian (RIVN) Shares Soaring Today

December 12, 2025

The global geopolitical landscape is undergoing a profound transformation, driven by an escalating, high-stakes competition for control over the Artificial Intelligence (AI) supply chain. This struggle...

Topics Artificial Intelligence Electric Vehicles Initial Public Offering

The New AI Cold War: A Global Scramble for the Digital Supply Chain

December 12, 2025

The digital age, built upon the bedrock of classical semiconductors, stands at the precipice of a monumental shift. Quantum computing, once confined to theoretical physics, is rapidly evolving into a...

Topics Artificial Intelligence Economy Intellectual Property

The Quantum Paradox: How Next-Gen Computing Could Redefine Silicon’s Destiny

December 12, 2025

ASML Is the Silent Monopoly Behind the Entire Tech Industry, but Is It a Buy Right Now? ↗

Topics Artificial Intelligence

December 12, 2025

This company virtually has a monopoly on the machines needed to produce the most advanced chips in the world. Is it worth a look?

Via The Motley Fool

Topics Economy

Silicon’s Shaky Foundation: Global Semiconductor Talent Shortage Threatens Innovation and Trillion-Dollar Economy as of December 12, 2025

December 12, 2025

As of December 12, 2025, the global semiconductor industry, the bedrock of modern technology and the engine of the digital economy, faces a rapidly intensifying talent shortage that poses an...

AI’s Insatiable Appetite: Semiconductor Industry Grapples with Power Demands, Pushes for Green Revolution

Topics Artificial Intelligence Economy Retirement

December 12, 2025

The relentless march of Artificial Intelligence (AI) is ushering in an era of unprecedented computational power, but this technological marvel comes with a significant environmental cost. As AI models...

The artificial intelligence revolution, once primarily a software-driven phenomenon, is now being fundamentally reshaped by a parallel transformation in hardware. As traditional processors hit their...

Topics Artificial Intelligence Economy Emissions

The Silicon Brain: How Next-Gen AI Chips Are Rewriting the Future of Intelligence

December 12, 2025

The insatiable demand for ever-increasing computational power and efficiency in Artificial Intelligence (AI) applications is pushing the boundaries of traditional silicon-based semiconductor...

Topics Artificial Intelligence Supply Chain

Beyond Silicon: How Advanced Materials and 3D Packaging Are Revolutionizing AI Chips

December 12, 2025

The Biggest Risk to Your Portfolio Isn't Missing AI -- It's Holding These 2 Stocks When the Hype Fades ↗

Topics Artificial Intelligence Economy

December 12, 2025

If the AI boom slows, these leveraged bets could unravel fast.

Via The Motley Fool

Topics Artificial Intelligence

Cohu, Inc. Navigates Semiconductor Downturn with Strategic Focus on AI and Advanced Chip Quality Assurance

December 12, 2025

Cohu, Inc. (NASDAQ: COHU), a global leader in semiconductor test and inspection solutions, is demonstrating remarkable resilience and strategic foresight amidst a challenging cyclical downturn in the...

Wall Street’s AI Gold Rush: Semiconductor Fortunes Drive a New Kind of “Tech Exodus”

Topics Artificial Intelligence

December 12, 2025

Wall Street is undergoing a profound transformation, not by shedding its tech talent, but by aggressively absorbing it. What some are terming a "Tech Exodus" is, in fact, an AI-driven influx of highly...

KLA Corporation: The Unseen Architect Powering the AI Revolution from Silicon to Superintelligence

Topics Artificial Intelligence Economy Fraud

December 12, 2025

In the intricate and ever-accelerating world of semiconductor manufacturing, KLA Corporation (NASDAQ: KLAC) stands as an indispensable titan, a quiet giant whose advanced process control and yield...

Beijing, China – December 12, 2025 – China is poised to inject an unprecedented $70 billion into its domestic semiconductor industry, a monumental financial commitment that signals an aggressive...

Topics Artificial Intelligence Economy

China Unleashes $70 Billion Semiconductor Gambit, Igniting New Front in Global Tech War

December 12, 2025

Unlocking AI’s Full Potential: ASML’s EUV Lithography Becomes the Indispensable Foundation for Next-Gen Chips

Topics Artificial Intelligence Economy Supply Chain

December 12, 2025

The exponential growth of Artificial Intelligence (AI) and its insatiable demand for processing power have rendered traditional chip manufacturing methods inadequate, thrusting ASML's (AMS: ASML)...

Broadcom's (NASDAQ: AVGO) recent Q4 fiscal year 2025 earnings report, released on December 11, 2025, sent ripples through the technology sector, showcasing a remarkable surge in its artificial...

Topics Artificial Intelligence Economy Supply Chain

Broadcom’s AI Surge: Record Q4 Earnings Fuel Volatility in Semiconductor Market

December 12, 2025