September 30, 2025 1. Introduction Taiwan Semiconductor Manufacturing Company (TSMC, NYSE: TSM) stands as an unparalleled titan in the global technology ecosystem. As the world's largest dedicated independent (or "pure-play") semiconductor foundry, TSMC doesn't design its own chips; instead, it meticulously manufactures the cutting-edge silicon that powers everything from the latest smartphones and artificial intelligence [...]
In a move poised to reshape the landscape of artificial intelligence hardware, Meta Platforms (NASDAQ: META) is reportedly in advanced discussions to acquire Rivos, a promising AI chip startup. Emerging just days ago, around September 30, 2025, these rumors, initially reported by Bloomberg News and subsequently corroborated by other tech outlets, signal a pivotal moment [...]
CoreWeave and Broadcom are bringing in big returns for investors in 2025. However, with insider selling surging, should the future of these names be a concern?
The U.S. stock market is currently experiencing a remarkable surge, with major indices hovering at or near all-time record highs as of early October 2025. This robust performance is predominantly fueled by an insatiable investor appetite for artificial intelligence (AI) innovation and the widespread anticipation of further interest rate
Shares of RFID manufacturer Impinj (NASDAQ:PI) jumped 5.5% in the morning session after Cantor Fitzgerald raised its price target on the stock to $217 from $158 while maintaining an Overweight rating.
Shares of semiconductor machinery manufacturer Applied Materials (NASDAQ:AMAT)
jumped 3.7% in the morning session after the broader semiconductor sector rallied as Advanced Micro Devices (AMD) announced a significant partnership with OpenAI to supply chips for artificial intelligence infrastructure.
Goldman Sachs has once again raised its price target for Nvidia (NASDAQ: NVDA), pushing it to $210 from $200. This move, reported around October 6, 2025, underscores the investment bank's continued bullish outlook on the AI giant and the broader artificial intelligence sector. The adjustment reflects Nvidia's strategic positioning and
The landscape of the global tech industry is undergoing a profound and rapid transformation, driven by the accelerating integration of Artificial Intelligence. Recent surveys and reports from 2024-2025 paint a clear picture: AI is not merely enhancing existing roles but is fundamentally redefining the tech workforce, leading to a significant wave of job reassignments and, [...]
The semiconductor industry is on the cusp of a revolutionary transformation, moving beyond the long-standing dominance of silicon to unlock unprecedented capabilities in computing. This shift is driven by the escalating demands of artificial intelligence (AI), 5G/6G communications, electric vehicles (EVs), and quantum computing, all of which are pushing silicon to its inherent physical limits [...]
Wall Street is currently experiencing an extraordinary bull run, with major indices shattering previous records as the financial markets surge into uncharted territory. This remarkable ascent, as of October 2025, is overwhelmingly powered by the technology sector, which continues to demonstrate robust growth and innovation. At the heart of this
October 6, 2025 - The semiconductor sector is demonstrating unprecedented resilience and robust growth, primarily propelled by the insatiable demand for Artificial Intelligence (AI) and high-performance computing (HPC). This formidable strength persists even as the broader economy, reflected in the S&P 500, navigates uncertainties like an ongoing U.S. government shutdown. The industry, projected to reach [...]
The tech-heavy Nasdaq Composite (NASDAQ: IXIC) is currently leading the charge in the broader market, significantly outperforming both the Dow Jones Industrial Average (NYSE: DJI) and the S&P 500 (NYSE: SPX). This robust ascent, driven by an unwavering optimism surrounding Artificial Intelligence (AI), has been dramatically amplified by a
San Francisco, CA – October 6, 2025 – In a strategic move poised to dramatically reshape the artificial intelligence (AI) and semiconductor industries, OpenAI has announced a monumental multi-year, multi-generation partnership with Advanced Micro Devices (NASDAQ: AMD). This alliance, revealed on October 6, 2025, signifies OpenAI's commitment to deploying a staggering six gigawatts (GW) of [...]
Broadcom's AI chip business is firing on all cylinders. However, its VMware business is moving to take on the likes of MSFT and AMZN, adding upside potential.
Jim Cramer recommends caution with Ambiq Micro (AMBQ) and suggests Broadcom (AVGO). He dislikes Albertsons (ACI) and advises selling some Dillard's (DDS).
