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Stocks making the biggest moves premarket: Nike, Dynavax Technologies, UiPath & more
24.12.2025 07:32
These are the stocks posting the largest moves in early trading.
The AI Bubble Is A Myth: Why I'm Concentrating Into Networking And Cooling
24.12.2025 01:03
AI stock valuations in public markets are largely reasonable, with bubble concerns overstated versus S&P 500 multiples and underlying growth rates.
2026 Market Outlook: First Half Swoon With A Strong Finish
22.12.2025 10:14
Get 2026 stock market predictions: limited banking crisis, Fed interventions, AI & tech volatility, value sector recovery, and inflation easing.
Intel Is Eyeing an AI Acquisition. Its Track Record Isn't Great.
16.12.2025 00:35
Intel's last AI acquisition didn't work out, but this time could be different.
Intel Draws Scrutiny After Testing Chip Tools Linked to China
12.12.2025 16:07
Use of ACM equipment raises security concerns as U.S. oversight tightens
Bernstein Remains Bullish On Taiwan Semiconductor Manufacturing Company Limited (TSM)
12.12.2025 13:51
Taiwan Semiconductor Manufacturing Company Limited (NYSE:TSM) is among the 13 Best Nanotechnology Stocks to Buy Now. According to TheFly, on December 8, 2025, Bernstein increased its price target for Taiwan Semiconductor Manufacturing Company Limited (NYSE:TSM) from $290 to $330. The firm kept an Outperform rating. The firm raised its projection for Taiwan Semiconductor Manufacturing Company […]
Intel Tested Chipmaking Tools From Firm With Sanctioned China Units
12.12.2025 11:52
Use of equipment in advanced process raises national security concerns
Exclusive-Intel has tested chipmaking tools from firm with sanctioned China unit, sources say
12.12.2025 08:06
By Alexandra Alper and Max A.
Intel (INTC) Valuation Reassessed After Mounting AI Setbacks, Legal Risks, and Competitive Pressure
12.12.2025 03:12
Intel (INTC) is back under the microscope after a fresh wave of concerns that it is lagging in the AI race, with rising costs, legal overhangs, and deal missteps all weighing on sentiment. See our latest analysis for Intel. Those worries are hitting a stock that has already run hard, with a roughly 64% 3 month share price return and about 90% 1 year total shareholder return. This suggests momentum is now being tested rather than building. If Intel’s mixed signals have you reassessing your...
Prediction: This AI Chipmaker Will Join the Trillion-Dollar Club
11.12.2025 10:35
An indispensable machine that prints the world's most advanced chips could be eyeing a trillion‑dollar future. High‑NA EUV is the lever, but timelines, supply, and geopolitics matter.
Intel's Growth Inflection Is Real
11.12.2025 09:45
Intel Corporation stock surges on a successful turnaround, margin gains, and power-efficient chips, offering 20% upside. Click for this INTC stock update.
Nvidia Has Permission to Sell H200 Chips to China. Why It Might Not Matter Much for the Stock.
09.12.2025 17:11
While President Donald Trump plans to allow Nvidia to sell a more advanced artificial-intelligence chip to China, doubts over whether Beijing will permit sales in large volumes mean the stock isn’t receiving much of a boost. China has effectively banned the country’s technology companies from buying Nvidia hardware. Nvidia has said its current financial guidance doesn’t assume any revenue from China.
US Equity Indexes Rise Amid Non-Technology Leadership
09.12.2025 17:10
US equity indexes rose, with basic materials, financials, and energy topping the sector charts in mi
Nvidia Wins Trump's Approval to Sell H200 AI Chips to China, But There's a Catch
09.12.2025 17:00
President Trump said Nvidia will be allowed to sell its H200 AI chips in China, with a 25% cut of sales going to the U.S. government.
What Trump's China Chip Deal Means For Nvidia Stock
09.12.2025 15:19
The Trump administration's approval of Nvidia AI chip sales to China is directionally positive for the company but likely will have only limited impact near term.
Nvidia Just Gave Its CUDA Platform a Major Revamp. Will That Move the Needle for NVDA Stock?
09.12.2025 15:02
Nvidia just updated its CUDA platform and made it a lot more attractive for developers. Is this a game-changer for NVDA stock?
Trends & Strategies Shaping the $372.6 Billion Data Center Accelerators Market, 2025-2030 - Rise of AaaS and Subscription-based Models Enabling Scalable AI Deployment
09.12.2025 14:55
The data center accelerator market is set to surge, reaching USD 170.81 billion by 2025 and escalating to USD 372.68 billion by 2030, driven by high-performance computing demands and AI advancements. This growth registers a CAGR of 16.9% from 2025 to 2030. Enterprises and cloud operators are adopting GPUs, FPGAs, and ASICs to enhance scalability and efficiency. The enterprise data center segment is forecasted to experience the highest CAGR, while the IT & telecom vertical will take the lead by 2
Tata Electronics to team with Intel on chip production in India
09.12.2025 08:58
The parties have signed an MoU to collaborate on hardware enablement, semiconductor and systems manufacturing, and advanced packaging.
Pat Gelsinger wants to save Moore’s Law, with a little help from the Feds
07.12.2025 00:18
The company is aiming to produce its first silicon wafers by 2028 and have its first commercial system online by 2029.
Cadence Design Systems, Inc. (CDNS): A Bull Case Theory
05.12.2025 02:48
We came across a bullish thesis on Cadence Design Systems, Inc. on Expanse Stocks’s Substack by Nikotes. In this article, we will summarize the bulls’ thesis on CDNS. Cadence Design Systems, Inc.’s share was trading at $309.62 as of December 1st. CDNS’s trailing and forward P/E were 80.37 and 39.37 respectively according to Yahoo Finance. Cadence Design Systems […]