About Advanced Micro Devices, Inc. - Common Stock (AMD)
Advanced Micro Devices is a leading global semiconductor company that designs and manufactures computing and graphics solutions for a wide range of applications. The company is known for its innovative microprocessors, graphics cards, and system-on-chip products, which are used in personal computers, servers, and embedded systems. AMD focuses on high-performance computing, gaming, and data center markets, offering advanced technologies that compete with those of other major players in the industry. By delivering cutting-edge products that push the boundaries of processing power and efficiency, AMD plays a critical role in driving technological advancements and enhancing user experiences across various platforms. Read More
In a move that has sent shockwaves through the global technology sector and brought the U.S.-China trade war to a fever pitch, President Trump signed a sweeping Section 232 proclamation on January 14, 2026, imposing an immediate 25% tariff on advanced semiconductors. Citing a critical threat to national security due to the United States' reliance [...]
In a historic shift for the American semiconductor industry, Intel (NASDAQ: INTC) has officially transitioned its 18A (1.8nm-class) process node into high-volume manufacturing (HVM) at its massive Fab 52 facility in Chandler, Arizona. The milestone represents the culmination of CEO Pat Gelsinger’s ambitious "five nodes in four years" strategy, positioning Intel as a formidable challenger [...]
In a move that has sent shockwaves through Silicon Valley and global financial markets, NVIDIA (NASDAQ: NVDA) has officially finalized a landmark $20 billion strategic licensing and "acqui-hire" deal with Groq, the pioneer of the Language Processing Unit (LPU). Announced in late December 2025 and moving into full integration phase as of January 2026, the [...]
Taiwan Semiconductor Manufacturing Company (NYSE: TSM), the world’s largest contract chipmaker, has sent a powerful signal to global markets, shattering growth expectations with a bullish 2026 guidance fueled by what leadership describes as "voracious" and "insatiable" demand for Artificial Intelligence (AI) chips. In its January 15, 2026, earnings report,
Shares of leading designer of graphics chips Nvidia (NASDAQ:NVDA)
fell 3.8% in the afternoon session after rising geopolitical tensions between the US and Europe over control of Greenland sparked a broad, risk-off mood in asset markets.
Shares of nutrition products company Bellring Brands (NYSE:BRBR)
jumped 9.5% in the afternoon session after a major industry peer validated the company's core growth thesis.
As the clock struck noon on January 20, 2026, marking exactly one year since the second inauguration of President Donald J. Trump, the financial markets were greeted not with a celebratory rally, but with a sharp spike in volatility. The "Trump Trade," which once fueled optimism through deregulation and tax
The artificial intelligence titan NVIDIA Corporation (NASDAQ: NVDA) continues to rewrite the record books, reporting a massive Fourth Quarter revenue beat of $39.3 billion, well ahead of analyst expectations. However, the celebration on Wall Street was short-lived. Despite the blistering top-line growth, the company’s stock suffered a sharp
Shares of semiconductor quality control company Nova (NASDAQ:NVMI) jumped 3.3% in the morning session after Needham upgraded its rating on the stock from 'Hold' to 'Buy' and set a price target of $500.
SANTA CLARA, CA — As the sun sets on a transformative 2025 for the semiconductor industry, all eyes are fixed on Intel Corporation (NASDAQ:INTC) as it prepares to report its fourth-quarter earnings on Thursday, January 22, 2026. The stakes have rarely been higher for the Silicon Valley titan. With the
The immediate implications are stark: production of Google’s sixth and seventh-generation Tensor Processing Units (TPUs) and Amazon’s custom Trainium and Inferentia chips are now directly bottlenecked by raw material availability rather than chip design or foundry capacity. With supply lines for the highest-grade "T-Glass" (Low Coefficient of Thermal
As of January 20, 2026, the global semiconductor landscape has reached a fever pitch, centered on a high-wire act orchestrated by Nvidia (NASDAQ: NVDA). In a series of rapid-fire developments over the past week, the U.S. Department of Commerce has officially greenlit the export of the high-performance H200 Tensor
As of January 20, 2026, the artificial intelligence industry has reached a critical inflection point where the availability of cutting-edge silicon is no longer limited by the ability to print transistors, but by the physical capacity to assemble them. In a move that has sent shockwaves through the global supply chain, NVIDIA (NASDAQ: NVDA) has [...]
On January 13, 2026, the United States and Taiwan signed a monumental semiconductor trade and investment agreement that effectively rewrites the geography of the global artificial intelligence (AI) industry. This landmark "Silicon Pact," brokered by the U.S. Department of Commerce and the American Institute in Taiwan (AIT), establishes a $500 billion framework designed to reshore [...]
