A number of stocks jumped in the afternoon session after renewed confidence in the artificial intelligence sector fueled a market rally as Nvidia's CEO confirmed that computing demand has "gone up substantially."
The brief pause in the market rally didn't last long. Wall Street resumed its climb toward fresh records on Wednesday, powered by another relentless surge in technology stocks — while in commodities, gold continues to defy the laws of gravity.
The US stock market continues its remarkable ascent in October 2025, with major indices like the S&P 500, Nasdaq, and Dow Jones Industrial Average consistently notching new all-time highs. This vigorous rally is largely underpinned by an electrifying wave of optimism surrounding artificial intelligence (AI), which has captivated investors
The often-overlooked yet fundamentally critical discrete semiconductors market is on the cusp of an unprecedented boom, with projections indicating a substantial multi-billion dollar expansion in the coming years. As of late 2025, industry analyses reveal a market poised for robust growth, driven by a confluence of global electrification trends, the relentless march of consumer electronics, [...]
A number of stocks fell in the afternoon session after reports revealed tech giant Oracle is generating lower-than-expected margins in its cloud business and losing money on Nvidia chip rentals.
Arizona is rapidly cementing its status as a pivotal hub for semiconductor manufacturing and advanced packaging, attracting an unprecedented wave of investment that is reshaping the global tech landscape. Leading this charge is Amkor Technology (NASDAQ: AMKR), whose repeated, multi-billion dollar commitments to campus development in the state serve as a powerful testament to Arizona's [...]
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 [...]
While the Nasdaq 100 (^NDX) is filled with cutting-edge technology and consumer companies, not all are on solid footing.
Some are dealing with declining demand, high costs, or regulatory pressures that could limit future upside.
The semiconductor industry stands at the precipice of a monumental shift, driven by the relentless pursuit of faster, more energy-efficient, and smaller electronic devices. For decades, silicon has been the undisputed king, powering everything from our smartphones to supercomputers. However, as the demands of artificial intelligence (AI), 5G/6G communications, electric vehicles (EVs), and quantum computing [...]
The automotive industry is undergoing an unprecedented transformation, driven by the rapid global adoption of electric vehicles (EVs) and the relentless march towards fully autonomous driving. This profound shift has ignited an insatiable demand for highly specialized semiconductors, fundamentally repositioning the automotive sector as a primary growth engine for the chip industry. Vehicles are evolving [...]
BILLERICA, MA – October 3, 2025 – Entegris (NASDAQ: ENTG), a leading supplier of advanced materials and process solutions for the semiconductor industry, has seen its stock price surge recently, fueled by a booming semiconductor market, positive analyst revisions, and strategic advancements in AI-driven chip manufacturing. This sustained upward momentum has ignited
The relentless pursuit of faster, more efficient, and smaller chips to power the burgeoning demands of artificial intelligence, 5G/6G communications, electric vehicles, and quantum computing is pushing the semiconductor industry beyond the traditional confines of silicon. For decades, silicon has been the undisputed champion of electronics, but its inherent physical limitations are becoming increasingly apparent [...]
The automotive industry is undergoing a profound transformation, spearheaded by the rapid ascent of Electric Vehicles (EVs). This electrifying shift is not merely about sustainable transportation; it's a powerful catalyst reshaping the global semiconductor market, driving unprecedented demand and accelerating innovation at an astounding pace. As the world transitions from gasoline-powered engines to electric powertrains, [...]
The relentless march of artificial intelligence (AI) is pushing the boundaries of computational power, demanding ever more sophisticated semiconductors. Yet, this technological acceleration comes with a profound environmental cost. The semiconductor industry, a foundational pillar of the digital age, is now at a critical inflection point, grappling with its substantial ecological footprint. A burgeoning movement [...]
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.
The global semiconductor industry, the foundational bedrock of modern technology, is currently experiencing an unprecedented investment boom, primarily ignited by the "AI supercycle." As of October 2025, a confluence of insatiable demand for artificial intelligence capabilities, strategic geopolitical imperatives, and the relentless pursuit of technological advancement is channeling colossal sums into venture capital, public markets, [...]
The relentless pursuit of computational power, fueled by the explosive growth of artificial intelligence, is pushing the semiconductor industry to its fundamental limits. As traditional silicon-based technologies approach their physical boundaries, a new frontier is emerging: advanced materials science. This critical field is not merely enhancing existing chip designs but is fundamentally redefining what's possible, [...]
The global semiconductor sector is currently in the throes of a transformative period, marked by an unprecedented surge in investment and strategic mergers and acquisitions (M&A). As of October 2025, the industry's trajectory is overwhelmingly dictated by the insatiable demand for Artificial Intelligence (AI) capabilities, propelling an "infrastructure arms
Global EV growth continues, but regional investment caution and policy shifts are creating a complex landscape for chip manufacturers, leading to production adjustments and strategic re-evaluations.
The electric vehicle (EV) market, once a seemingly unstoppable force driving unprecedented demand for advanced semiconductors, is now navigating a period of significant recalibration.
Durham, NC – September 26, 2025 – Wolfspeed, Inc. (NYSE: WOLF), once hailed as a pioneer in silicon carbide technology, concluded today as a top stock loser, experiencing a precipitous decline in its share price. The steep drop, reported by various outlets as a fall of up to 30%, is the direct
