NVIDIA Corp (NQ:NVDA)

The Efficiency Frontier: How AI-Driven Silicon Carbide and Gallium Nitride are Redefining the Electric Vehicle

December 22, 2025

The global automotive industry has reached a pivotal inflection point as of late 2025, driven by a fundamental shift in the materials that power our vehicles. The era of traditional silicon-based power...

The Packaging Paradigm Shift: Why Advanced Interconnects Have Replaced Silicon as AI’s Ultimate Bottleneck

Topics Artificial Intelligence Supply Chain

December 22, 2025

As the global AI race accelerates into 2026, the industry has hit a wall that has nothing to do with the size of transistors. While the world’s leading foundries have successfully scaled 3nm and 2nm...

As of late 2025, the semiconductor industry has reached a pivotal turning point with the official commencement of high-volume manufacturing (HVM) for Intel’s 18A process node. This milestone represents...

Topics Artificial Intelligence Economy

Intel’s 18A Era Begins: Can the “Silicon Underdog” Break the TSMC-Samsung Duopoly?

December 22, 2025

The High Bandwidth Memory Wars: SK Hynix’s 400-Layer Roadmap and the Battle for AI Data Centers

Topics Artificial Intelligence Economy Intellectual Property

December 22, 2025

As of December 22, 2025, the artificial intelligence revolution has shifted its primary battlefield from the logic of the GPU to the architecture of the memory chip. In a year defined by unprecedented...

Amazon's stock has performed poorly in 2025.

Topics Artificial Intelligence Economy Supply Chain

Is Amazon One of the Best Stocks to Buy for 2026? ↗

December 22, 2025

China Shatters the Silicon Monopoly: Domestic EUV Breakthrough Signals the End of ASML’s Hegemony

Topics Artificial Intelligence

December 22, 2025

In a development that has sent shockwaves through the global semiconductor industry, reports emerging in late 2025 confirm that China has successfully breached the "technological wall" of Extreme...

As of December 22, 2025, the global semiconductor landscape is witnessing a historic transformation centered on the Japanese archipelago. For decades, Japan’s dominance in electronics had faded into...

Topics Artificial Intelligence Economy Intellectual Property

The Samurai Silicon Showdown: Inside the High-Stakes Race for 2nm Supremacy in Japan

December 22, 2025

Japan’s Silicon Renaissance: Government Signals 1.5-Fold Budget Surge to Reclaim Global Semiconductor Dominance

Topics Artificial Intelligence Economy Supply Chain

December 22, 2025

In a decisive move to secure its technological future, the Japanese government has announced a massive 1.5-fold increase in its semiconductor and artificial intelligence budget for Fiscal Year 2026. As...

AI Infrastructure Gold Rush Drives Semiconductor Foundry Market to Record $84.8 Billion in Q3

Topics Artificial Intelligence Economy Electric Vehicles

December 22, 2025

The global semiconductor foundry market has shattered previous records, reaching a staggering $84.8 billion in revenue for the third quarter of 2025. This 17% year-over-year climb underscores an...

Designer Atoms and Quartic Bands: The Breakthrough in Artificial Lattices Reshaping the Quantum Frontier

Topics Artificial Intelligence Economy Supply Chain

December 22, 2025

In a landmark series of developments culminating in late 2025, researchers have successfully engineered artificial semiconductor honeycomb lattices (ASHLs) with fully tunable energy band structures,...

As we stand at the threshold of 2026, the artificial intelligence semiconductor market has transcended its status as a high-growth niche to become the foundational engine of the global economy. With...

Topics Artificial Intelligence

The Silicon Supercycle: NVIDIA and Marvell Set to Redefine AI Infrastructure in 2026

December 22, 2025

Prediction: This Will Be the World's Largest Company by Year-End 2026 (Hint: It's Not Nvidia) ↗

Topics Artificial Intelligence Economy

December 22, 2025

Nvidia has taken the crown amid the AI boom, but it may not wear it for long.

ARKA Group offers space-based sensor technology and optical technology that will enable CACI to expand its offerings

Topics Artificial Intelligence

CACI International To Acquire ARKA From Blackstone Funds In $2.6B Cash Deal ↗

December 22, 2025

This AI sector's year-end sell-off has created some buying opportunities.

Topics Artificial Intelligence Government

These AI Stocks Could Still Deliver Big Upside in December and Beyond ↗

December 22, 2025

Nvidia May Resume H200 AI Chip Exports To China In February, Days After Trump Administration Begins Policy Review: Report ↗

Topics Artificial Intelligence

December 22, 2025

Nvidia aims to ship up to 10,000 chip modules, which are equivalent to about 80,000 H200 AI chips.

AppLovin's strong fundamentals, rising analyst confidence, and a long runway into 2026 bode well for this tech stock.

Topics Artificial Intelligence Government

This Year’s Best Growth Stock Isn’t What You Think It Is

December 22, 2025

Via Barchart.com

Topics Artificial Intelligence

Prediction: This Will Be Nvidia's Stock Price by the End of 2026 ↗

December 22, 2025

If projections pan out, Nvidia will be a must-own next year.

Speaking to CNBC, Ives said investors are undervaluing the pace of future AI-driven expansion.

Topics Artificial Intelligence

Dan Ives Says AI Valuations Do Not Capture 2026 Earnings Potential Yet ↗

December 22, 2025

March S&P 500 E-Mini futures (ESH26) are up +0.31%, and March Nasdaq 100 E-Mini futures (NQH26) are up +0.54% this morning, pointing to a higher open on Wall Street as the tech-driven rally looks set...

Topics Artificial Intelligence

Stocks Set to Extend Tech-Led Rally, U.S. Economic Data Awaited

December 22, 2025

Via Barchart.com

Topics Bonds Stocks

Nvidia and Palantir Stock: One Is Set to Rise and the Other to Fall in 2026 ↗

December 22, 2025

Both companies are growing at an incredible pace.

Alphabet's cash flows allow it to continue funding AI build-outs as it desires.

Topics Artificial Intelligence

What Is One of the Best AI Stocks to Buy and Hold in 2026 and Beyond? ↗

December 22, 2025

Should You Worry About an AI Bubble in 2026? Evidence is Piling Up, and Here's What it Shows. ↗

Topics Artificial Intelligence

December 22, 2025

Next year could represent a turning point for AI stocks.

Nasdaq, S&P 500 Futures Edge Higher Ahead Of Christmas-Shortened Week: Why NVDA, RKLB, CWAN Are On Traders' Radar Today ↗

Topics Artificial Intelligence

December 22, 2025

Precious metals stole the spotlight, with gold and silver hitting fresh records overnight.

Billionaire Stanley Druckenmiller Sells Broadcom Stock and Buys an Overlooked Stock Up 6,910% Since Its IPO ↗

Topics ETFs Stocks

December 22, 2025

Former hedge fund superstar Stanley Druckenmiller sold his Broadcom position and added shares of MercadoLibre in the third quarter.

Tencent Taps Nvidia Blackwell AI Chips Through Japan Cloud Deal Despite Trump Warning They Won't Be Available To 'Other People:' Report ↗

Topics Artificial Intelligence Initial Public Offering Supply Chain

December 22, 2025

Tencent is reportedly accessing Nvidia's most advanced Blackwell AI chips through Japanese data centers operated by Datasection.

Via Benzinga

Topics Artificial Intelligence Government

TikTok’s Oracle Lifeline Rekindles the AI Bid — Nike and Lamb Weston Get Steamrolled ↗

December 22, 2025

A late-December market is supposed to be quiet. Instead, Friday’s tape felt like a holiday party where the DJ kept switching genres mid-song: AI euphoria, consumer anxiety, and “wait… what’s happening...

Via Chartmill

Topics Artificial Intelligence

SCHD Offers a Higher Yield While FDVV Grows Faster ↗

December 21, 2025

Expense ratios, sector focus, and risk profiles set these two popular dividend ETFs apart for income-focused investors.

Is VGT or FTEC the Better Tech ETF? Here's How They Compare on Risk, Returns, and Fees ↗

Topics ETFs Stocks

December 21, 2025

Cost, scale, and subtle differences in structure set these two tech ETFs apart for investors weighing sector exposure options.

Its shares have pulled back from their recent highs, but the tech megacap is still an excellent investment.

Topics ETFs

Alphabet Near $300: Your Last Chance to Buy? ↗

December 21, 2025