A number of stocks fell in the afternoon session after markets faded the Nvidia rally in the morning session, as investors remained uncertain about future rate cuts.
Nvidia (NASDAQ: NVDA) has once again demonstrated its unparalleled strength in the artificial intelligence (AI) landscape, delivering a robust earnings report that has sent positive shockwaves through the tech sector and reignited the broader stock market rally. The semiconductor giant's exceptional performance, particularly driven by its dominant position in AI
DAYTON, OH – November 20, 2025 – In a move set to profoundly shape the future of artificial intelligence, International Business Machines Corporation (NYSE: IBM) and the University of Dayton (UD) have announced a groundbreaking collaboration focused on pioneering next-generation semiconductor research and materials. This strategic partnership, representing a joint investment exceeding $20 million, with [...]
As the financial world braces for Nvidia's (NASDAQ: NVDA) third-quarter fiscal year 2026 earnings report, due today, November 19, 2025, the semiconductor sector finds itself at a critical juncture. This eagerly anticipated announcement is not merely a financial update for one company; it is widely regarded as a pivotal bellwether
A number of stocks fell in the morning session after concerns regarding lofty artificial intelligence valuations triggered a pullback in the technology sector.
A number of stocks fell in the afternoon session after markets continued to retreat, as investors re-evaluated the high valuations of stocks that benefited from the artificial intelligence boom.
The foundational bedrock of modern electronics, advanced Integrated Circuit (IC) substrates, are no longer passive components but have evolved into strategic enablers, critically shaping the future of artificial intelligence (AI), high-performance computing (HPC), and next-generation communication. Poised for explosive growth between 2025 and 2032, this vital segment of the semiconductor industry is undergoing a profound [...]
Generating cash is essential for any business, but not all cash-rich companies are great investments.
Some produce plenty of cash but fail to allocate it effectively, leading to missed opportunities.
When Wall Street turns bearish on a stock, it’s worth paying attention.
These calls stand out because analysts rarely issue grim ratings on companies for fear their firms will lose out in other business lines such as M&A advisory.
Hanoi, Vietnam – November 6, 2025 – Vietnam is aggressively pursuing a national strategy to transform itself into a major global hub for semiconductor manufacturing and design, a move poised to profoundly reshape the technological and economic landscape of Southeast Asia. Unveiled through Prime Minister Pham Minh Chinh's Decision No. 1018/QD-TTg on September 21, 2024, [...]
Vietnam is making an aggressive push to establish itself as a critical player in the global semiconductor industry, unveiling a comprehensive national development strategy backed by substantial government support for investors. This ambitious initiative, formally outlined in Prime Minister Pham Minh Chinh's Decision No. 1018/QD-TTg in September 2024, aims to transform the Southeast Asian nation [...]
Small-cap stocks can be incredibly lucrative investments because their lack of analyst coverage leads to frequent mispricings.
However, these businesses (and their stock prices) often stay small because their subscale operations make it harder to expand their competitive moats.
Shares of semiconductor packaging and testing company Amkor Technology (NASDAQ:AMKR) jumped 15.5% in the afternoon session after Aletheia Capital initiated coverage on the company with a 'Buy' rating and a $62 price target. The firm highlighted Amkor's position as a leading U.S.-based provider for semiconductor assembly and testing. The positive outlook was based on rising demand for advanced chip packaging, known as CoWoS, and the America Manufacturing initiative. Aletheia Capital projected significant growth in the company's CoWoS sales and earnings per share over the next few years. The bullish analyst coverage was supported by Amkor's third-quarter financial results, where both revenue and profit exceeded Wall Street's expectations. The company reported revenue of $1.99 billion and earnings per share of $0.51, beating estimates. However, its revenue guidance for the fourth quarter was slightly below analyst forecasts.
Nvidia's (NASDAQ: NVDA) strategic pivot towards localizing the production of its cutting-edge artificial intelligence (AI) chips within the United States, particularly through significant investments in Arizona, marks a watershed moment in the global technology landscape. This bold initiative, driven by a confluence of surging AI demand, national security imperatives, and a push for supply chain [...]
Amkor’s third quarter performance in 2025 was marked by robust demand for advanced semiconductor packaging, with both revenue and profit exceeding Wall Street expectations. However, the market responded negatively to the results, which management attributed to higher manufacturing costs associated with scaling leading-edge technologies and a product mix concentrated in high material content solutions. CEO Giel Rutten noted, “We executed steep production ramps and achieved record revenue in both the communications and computing end markets,” while also highlighting that increased material content and ongoing investments constrained margin improvement.
In a strategic move reshaping the global semiconductor landscape, Taiwan Semiconductor Manufacturing Company (TSMC) (TWSE: 2330, NYSE: TSM), the world's leading contract chipmaker, is forging ahead with an ambitious expansion of its manufacturing footprint in the United States. Far from rejecting US production requests, TSMC is significantly ramping up its investment in Arizona, committing an [...]
Market swings can be tough to stomach, and volatile stocks often experience exaggerated moves in both directions.
While many thrive during risk-on environments, many also struggle to maintain investor confidence when the ride gets bumpy.
Shares of semiconductor packaging and testing company Amkor Technology (NASDAQ:AMKR) jumped in the afternoon session after DA Davidson raised its price target on the company, and news emerged of a significant investment in its South Korean operations.
The global technology landscape is undergoing a profound transformation, driven by the relentless advance of Artificial Intelligence, and at its very core, the semiconductor industry is experiencing an unprecedented boom. Companies like NXP Semiconductors (NASDAQ: NXPI) and Amkor Technology (NASDAQ: AMKR) are at the forefront of this revolution, witnessing significant stock surges as investors increasingly [...]
Nvidia (NASDAQ: NVDA) stands as the undisputed titan of the artificial intelligence (AI) era, its stock performance a primary catalyst for the recent, unprecedented surge in global financial markets. As of October 29, 2025, the company's valuation has soared to a historic $5 trillion, a milestone unmatched by any public
