NVIDIA Corporation is a leading technology company primarily known for its innovations in graphics processing units (GPUs) that enhance visual computing across various applications, including gaming, professional visualization, and artificial intelligence. Beyond its strong presence in gaming, NVIDIA's products are integral to deep learning and data center solutions, empowering advancements in machine learning, autonomous vehicles, and high-performance computing. By leveraging its cutting-edge technologies, NVIDIA aims to drive the future of computing and improve experiences across industries, from entertainment to scientific research. Read More
As of October 6, 2025, CrowdStrike Holdings Inc. (NASDAQ: CRWD) stands as a pivotal player in the global cybersecurity landscape, renowned for its innovative cloud-native Falcon platform. Headquartered in Austin, Texas, CrowdStrike specializes in advanced protection across endpoints, cloud workloads, identity, and security operations, leveraging artificial intelligence (AI) and machine learning to deliver proactive threat [...]
Amsterdam, Netherlands – October 3, 2025 – Nebius Group N.V. (NASDAQ: NBIS), a technology company specializing in full-stack infrastructure for the global artificial intelligence (AI) industry, is currently a focal point for investors and analysts alike. The company's recent strategic pivot, explosive stock performance, and a monumental deal with Microsoft have propelled it into the [...]
Iris Energy Limited (NASDAQ: IREN), which rebranded as IREN Limited in November 2024, is a vertically integrated data center business with a significant presence in the cryptocurrency mining sector and a rapidly expanding focus on Artificial Intelligence (AI) cloud services. Headquartered in Sydney, Australia, the company was founded in 2018 and went public on the [...]
Today’s Date: 10/3/2025 IONQ, Inc. (NYSE: IONQ) is a prominent American company specializing in quantum computing hardware and software, headquartered in College Park, Maryland. Founded in 2015, it emerged from two decades of academic research in quantum information science. IonQ is notable for developing general-purpose trapped ion quantum computers and the associated software to create, [...]
Cisco Systems (NASDAQ: CSCO) is a global technology conglomerate renowned for its foundational role in the development of the modern internet. The company has evolved significantly since its inception, maintaining its relevance through strategic shifts toward software, services, and emerging technologies like artificial intelligence (AI) and cybersecurity, making it a continued focus for investors. Cisco [...]
October 1, 2025 - Super Micro Computer, Inc. (NASDAQ: SMCI), widely recognized as Supermicro, stands at the epicenter of the artificial intelligence (AI) infrastructure revolution. This American information technology company, headquartered in San Jose, California, has strategically positioned itself as a critical enabler of next-generation AI deployments, offering high-performance, energy-efficient server and storage solutions. From [...]
Date: 10/1/2025 Oracle Corporation (NYSE: ORCL), a venerable name in enterprise software, stands in 2025 as a company undergoing a profound and highly relevant transformation. Headquartered in Austin, Texas, Oracle has successfully pivoted from its legacy as a database and on-premise software giant to an aggressive and rapidly growing force in cloud computing and Artificial [...]
Astera Labs (NASDAQ: ALAB), founded in 2017 and headquartered in Santa Clara, California, is a global semiconductor company specializing in purpose-built connectivity solutions for artificial intelligence (AI) and cloud infrastructure. The company designs, manufactures, and sells semiconductor-based products and software that address data, memory, and networking bottlenecks in modern data centers. Astera Labs' core business [...]
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 [...]
As of September 30, 2025, CoreWeave (NASDAQ: CRWV) stands as a pivotal player in the rapidly expanding landscape of artificial intelligence (AI) cloud computing. Headquartered in Livingston, New Jersey, CoreWeave specializes in providing high-performance, GPU-accelerated infrastructure to AI developers and enterprises. The company's unique Kubernetes-native architecture is purpose-built to support large-scale, GPU-intensive tasks, differentiating it [...]
As of September 30, 2025, Advanced Micro Devices, Inc. (NASDAQ: AMD) stands as a pivotal player in the global semiconductor industry, deeply embedded in a wide array of technology sectors. The company's strategic focus on high-growth areas like Artificial Intelligence (AI) and data centers, coupled with its consistent product innovation, keeps it prominently in the [...]
NVIDIA Corporation (NASDAQ: NVDA) has transcended its origins as a graphics chip pioneer to become a foundational pillar of the global technology landscape. As of late 2025, the Santa Clara, California-based company commands intense investor and industry focus, primarily due to its indispensable role in the burgeoning artificial intelligence (AI) and accelerated computing revolution. With [...]
Rigetti Computing, Inc. (NASDAQ: RGTI) is a pioneering full-stack quantum computing company at the forefront of a potentially transformative technological revolution. Headquartered in Berkeley, California, Rigetti specializes in developing superconducting quantum integrated circuits, known as quantum processors, and integrating them with sophisticated control architectures and software. The company’s Quantum Cloud Services (QCS) platform makes this [...]
Metal coating and infrastructure solutions provider AZZ (NYSE:AZZ)
will be announcing earnings results this Wednesday after the bell. Here’s what you need to know.
AMD CEO Lisa Su dismissed concerns of an AI investment bubble, saying the world is "thinking too small" about artificial intelligence as the chipmaker's landmark partnership with OpenAI — expected to generate tens of billions in revenue — sent shares surging nearly 24%.
The global economy is currently undergoing a profound transformation, driven by what analysts are calling the "AI Supercycle"—an unprecedented and sustained surge in demand for artificial intelligence capabilities. This powerful trend, actively shaping market dynamics in October 2025, is profoundly impacting the semiconductor industry and influencing global investment. A
As the S&P 500 and Nasdaq Composite continue their relentless climb to uncharted record highs in early October 2025, a fascinating and somewhat contradictory narrative is unfolding within the traditionally stable defensive sectors. While the broader market celebrates robust gains, propelled largely by the technology and artificial intelligence boom,
