NVIDIA (NASDAQ: NVDA) remains a dominant force and a key focus in the technology sector as of October 21, 2025, largely due to its unparalleled leadership in artificial intelligence (AI) and high-performance computing (HPC) infrastructure. The company's core business revolves around its graphics processing units (GPUs) and a comprehensive software ecosystem, particularly its CUDA platform, [...]
Shares of leading designer of graphics chips Nvidia (NASDAQ:NVDA)
jumped 5.2% in the afternoon session after CEO Jensen Huang laid out an overwhelmingly bullish case for the company's future at a landmark GTC keynote in Washington, D.C.
Shares of cybersecurity platform provider CrowdStrike (NASDAQ:CRWD) jumped 3.4% in the afternoon session after Arete Research upgraded the stock to Buy from Neutral and significantly raised its price target to $706 from $456.
As of October 2025, Nvidia (NASDAQ: NVDA) stands on the precipice of a historic $5 trillion market valuation, a testament to its unparalleled dominance in the artificial intelligence (AI) and high-performance computing (HPC) sectors. This monumental achievement, which has seen its market capitalization soar past $4.5 trillion and, at
Join us in exploring the top gainers and losers within the S&P500 index one hour before the close of the markets on Tuesday as we examine the latest happenings in today's session.
Washington D.C., October 28, 2025 – In a monumental stride towards securing America's dominance in the artificial intelligence era, Nvidia (NASDAQ: NVDA) has announced a landmark partnership with the U.S. Department of Energy (DOE) to construct seven cutting-edge AI supercomputers. This initiative, unveiled by CEO Jensen Huang during his keynote at GTC Washington, D.C., represents [...]
October 28, 2025 – The global semiconductor industry has navigated a period of remarkable contrasts from late 2024 through mid-2025, painting a picture of both explosive growth and challenging headwinds. While the insatiable demand for Artificial Intelligence (AI) chips has propelled market leaders to unprecedented heights, companies heavily reliant on traditional markets like mobile and [...]
The semiconductor industry is on the cusp of a revolutionary transformation, driven by an insatiable global demand for artificial intelligence and high-performance computing. As the physical limits of traditional silicon scaling (Moore's Law) become increasingly apparent, a trio of groundbreaking advancements – High-Numerical Aperture Extreme Ultraviolet (High-NA EUV) lithography, novel 2D materials, and sophisticated 3D [...]
Shares of server solutions provider Super Micro (NASDAQ:SMCI) jumped 3.3% in the afternoon session after the company, in collaboration with Intel and Micron, announced record-breaking results for a key performance benchmark used in the financial industry. The results were for the STAC-M3 benchmark, a test that measured the performance of databases used for tasks like algorithmic trading and backtesting. Supermicro's Petascale servers, using Intel Xeon 6 processors and Micron memory, set new world records on 19 of 24 benchmarks designed to measure response times. The system also completed one compute-intensive benchmark 36% faster than the previous record holder while using 62% fewer CPU cores. For financial firms, these faster query times could speed up the testing of algorithms and allow for a greater number of trading strategies to be evaluated.
The ambition to revitalize domestic semiconductor manufacturing in the United States faces an arduous journey, particularly for new entrants like Substrate. While government initiatives aim to re-shore chip production, the path to establishing state-of-the-art fabrication facilities (fabs) is fraught with a formidable array of financial, operational, and human capital obstacles. These immediate and significant challenges [...]
The relentless march of Artificial Intelligence (AI) is inextricably linked to the groundbreaking advancements in semiconductor technology. Far from being mere components, advanced chips—Graphics Processing Units (GPUs), Application-Specific Integrated Circuits (ASICs), and Tensor Processing Units (TPUs)—are the indispensable engine powering today's AI breakthroughs and accelerated computing. This symbiotic relationship has ignited an "AI Supercycle," where [...]
The world is witnessing an unprecedented surge in domestic semiconductor production investment, marking a pivotal strategic realignment driven by a complex interplay of economic imperatives, national security concerns, and the relentless pursuit of technological sovereignty. This global trend, rapidly accelerating in 2024 and beyond, signifies a fundamental shift away from a highly concentrated global supply [...]
Substrate, a San Francisco-based company, is poised to revolutionize semiconductor manufacturing with its innovative X-ray lithography system, a groundbreaking technology that leverages particle accelerators to produce chips with unprecedented precision and efficiency. Moving beyond conventional laser-based methods, this novel approach utilizes powerful X-ray light to etch intricate patterns onto silicon wafers, directly challenging the dominance [...]
The semiconductor industry, the bedrock of modern technology, is experiencing a profound transformation, spearheaded by the pervasive integration of Artificial Intelligence (AI). This paradigm shift is not merely an incremental improvement but a fundamental re-engineering of how microchips are conceived, designed, and manufactured. With the escalating complexity of chip architectures and an insatiable global demand [...]
The United States and China are locked in an escalating semiconductor showdown, a geopolitical struggle that by late 2025 has profoundly reshaped global technology and supply chains. This intense competition, often dubbed an "AI Cold War," frames advanced semiconductors as the foundational assets for national security, economic dominance, and the future of artificial intelligence. The [...]
San Jose, CA & Santa Clara, CA – October 28, 2025 – In a landmark collaboration poised to revolutionize the semiconductor industry, Synopsys (NASDAQ: SNPS) and NVIDIA (NASDAQ: NVDA) have unveiled a multi-year strategic partnership focused on integrating Agentic AI, accelerated computing, and AI physics across the entire chip design and manufacturing lifecycle. This alliance [...]
Arizona is rapidly transforming into a global epicenter for semiconductor manufacturing, driven by unprecedented investments from industry titans like Taiwan Semiconductor Manufacturing Company (TSMC) (NYSE: TSM) and Intel (NASDAQ: INTC). This strategic pivot, significantly bolstered by the U.S. CHIPS and Science Act, aims to secure a resilient domestic supply chain for the advanced chips that [...]
New York, NY – October 28, 2025 – The U.S. stock market commenced trading today with a resounding surge, as the Dow Jones Industrial Average, S&P 500, and Nasdaq Composite all opened significantly higher, pushing further into uncharted record-high territory. This robust opening signals a continuation of the powerful bullish
The financial world is abuzz as major U.S. stock indices have surged to unprecedented levels, marking new all-time highs as of late October 2025. This remarkable rally is predominantly fueled by an exceptionally strong corporate earnings season, which has seen a vast majority of public companies exceed profit expectations.
Super Micro Computer Inc (SMCI) set STAC-M3 benchmark records by collaborating with Intel Corp (INTC) & Micron Technology, Inc (MU) for quantitative trading.
