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NVIDIA Corp
(NQ:
NVDA
)
190.53
+1.92 (+1.02%)
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Updated: 4:00 PM EST, Dec 26, 2025
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Globus Medical (GMED) Stock Trades Up, Here Is Why
December 18, 2025
Shares of medical device company Globus Medical (NYSE:GMED) jumped 2.6% in the afternoon session after RBC Capital raised its price target on the stock to $100 from $92, while keeping an "Outperform"...
Via
StockStory
Topics
Artificial Intelligence
Economy
Supply Chain
Why iHeartMedia (IHRT) Stock Is Up Today
December 18, 2025
Shares of global media and entertainment company iHeartMedia (NASDAQ:IHRT) jumped 2.7% in the afternoon session after the company announced a strategic integration with Viant Technology to improve...
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StockStory
Topics
Artificial Intelligence
Supply Chain
Under Armour (UAA) Stock Is Up, What You Need To Know
December 18, 2025
Shares of athletic apparel company Under Armour (NYSE:UAA) jumped 4.7% in the afternoon session after investment firm Guggenheim initiated coverage on the company with a "Buy" rating and a $6 price...
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StockStory
Topics
Artificial Intelligence
Supply Chain
Why MasTec (MTZ) Stock Is Up Today
December 18, 2025
Shares of infrastructure construction company MasTec (NYSE:MTZ) jumped 3.1% in the afternoon session after Truist Securities raised its price target on the infrastructure construction company's stock...
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StockStory
Topics
Artificial Intelligence
Supply Chain
Tutor Perini (TPC) Stock Is Up, What You Need To Know
December 18, 2025
Shares of general contracting company Tutor Perini (NYSE:TPC) jumped 2.6% in the afternoon session after the company announced two significant contract awards through its subsidiary, Rudolph and...
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StockStory
Topics
Artificial Intelligence
Supply Chain
Fluence Energy (FLNC) Stock Trades Up, Here Is Why
December 18, 2025
Shares of electricity storage and software provider Fluence (NASDAQ:FLNC) jumped 3.9% in the afternoon session after a Goldman Sachs analyst raised the company's price target by 30% to $26 and...
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StockStory
Topics
Artificial Intelligence
Initial Public Offering
Supply Chain
Dismantling the Memory Wall: How HBM4 and Processing-in-Memory Are Re-Architecting the AI Era
December 18, 2025
As the artificial intelligence industry closes out 2025, the narrative of "bigger is better" regarding compute power has shifted toward a more fundamental physical constraint: the "Memory Wall." For...
Via
TokenRing AI
Topics
Artificial Intelligence
Economy
The Silicon Green Rush: How Texas and Gujarat are Powering the AI Revolution with Clean Energy
December 18, 2025
As the global demand for artificial intelligence reaches a fever pitch, the semiconductor industry is facing an existential reckoning: how to produce the world’s most advanced chips without exhausting...
Via
TokenRing AI
Topics
Artificial Intelligence
Economy
Supply Chain
The Great Silicon Migration: Global Semiconductor Maps Redrawn as US and India Hit Key Milestones
December 18, 2025
The global semiconductor landscape has reached a historic turning point. As of late 2025, the multi-year effort to diversify the world’s chip supply chain away from its heavy concentration in Taiwan...
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TokenRing AI
Topics
Artificial Intelligence
Economy
Regulatory Compliance
These Techs Had The Biggest Stock Buybacks In Q3. What To Expect In 2026.
↗
December 18, 2025
What to expect in 2026 on repurchases.
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Stocks
Silicon Zenith: How a Macroeconomic Thaw and the 2nm Revolution Ignited the Greatest Semiconductor Rally in History
December 18, 2025
As of December 18, 2025, the semiconductor industry is basking in the glow of a historic year, marked by a "perfect storm" of cooling inflation and monumental technological breakthroughs. This...
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TokenRing AI
Topics
Artificial Intelligence
Economy
The Trillion-Dollar Nexus: OpenAI’s Funding Surge and the Race for Global AI Sovereignty
December 18, 2025
SAN FRANCISCO — December 18, 2025 — OpenAI is currently navigating a transformative period that is reshaping the global technology landscape, as the company enters the final stages of a historic $100...
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TokenRing AI
Topics
Artificial Intelligence
Economy
Initial Public Offering
The Great Silicon Deconstruction: How Chiplets Are Breaking the Physical Limits of AI
December 18, 2025
The semiconductor industry has reached a historic inflection point in late 2025, marking the definitive end of the "Big Iron" era of monolithic chip design. For decades, the goal of silicon engineering...
Via
TokenRing AI
Topics
Artificial Intelligence
Economy
The Memory Wall: Why HBM4 is the New Frontier in the Global AI Arms Race
December 18, 2025
As of late 2025, the artificial intelligence revolution has reached a critical inflection point where the speed of silicon is no longer the primary constraint. Instead, the industry’s gaze has shifted...
Via
TokenRing AI
Topics
Artificial Intelligence
Economy
The Trillion-Dollar Gamble: Wall Street Braces for the AI Infrastructure “Financing Bubble”
December 18, 2025
The artificial intelligence revolution has reached a precarious crossroads where the digital world meets the physical limits of the global economy. The "Big Four" hyperscalers—Microsoft Corp. (NASDAQ:...
Via
TokenRing AI
Topics
Artificial Intelligence
Economy
The Rise of Sovereign AI: Why Nations are Racing to Build Their Own Silicon Ecosystems
December 18, 2025
As of late 2025, the global technology landscape has shifted from a race for software dominance to a high-stakes battle for "Sovereign AI." No longer content with renting compute power from a handful...
Via
TokenRing AI
Topics
Artificial Intelligence
Economy
Broadcom’s 20% AI Correction: Why the ‘Plumbing of the Internet’ Just Hit a Major Speed Bump
December 18, 2025
As of December 18, 2025, the semiconductor landscape is grappling with a paradox: Broadcom Inc. (NASDAQ: AVGO) is reporting record-breaking demand for its artificial intelligence infrastructure, yet...
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TokenRing AI
Topics
Artificial Intelligence
Earnings
Economy
China’s ‘Manhattan Project’ Realized: Secret Shenzhen EUV Breakthrough Shatters Global Export Controls
December 18, 2025
In a development that has sent shockwaves through the global semiconductor industry and the halls of power in Washington, reports have emerged of a functional Extreme Ultraviolet (EUV) lithography...
Via
TokenRing AI
Topics
Artificial Intelligence
Economy
Intellectual Property
The Packaging Wars: Why Advanced Packaging Has Replaced Transistor Counts as the Throne of AI Supremacy
December 18, 2025
As of December 18, 2025, the semiconductor industry has reached a historic inflection point where the traditional metric of progress—raw transistor density—has been unseated by a more complex and...
Via
TokenRing AI
Topics
Artificial Intelligence
Bonds
Economy
The Optical Revolution: Silicon Photonics Shatters the AI Interconnect Bottleneck
December 18, 2025
As of December 18, 2025, the artificial intelligence industry has reached a pivotal inflection point where the speed of light is no longer a theoretical limit, but a production requirement. For years,...
Via
TokenRing AI
Topics
Artificial Intelligence
Economy
The Memory Supercycle: Micron’s Record Q1 Earnings Signal a New Era for AI Infrastructure
December 18, 2025
In a definitive moment for the semiconductor industry, Micron Technology (NASDAQ: MU) reported record-shattering fiscal first-quarter 2026 earnings on December 17, 2025, confirming that the global...
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TokenRing AI
Topics
Artificial Intelligence
Earnings
Economy
The Silent Revolution: How Local NPUs Are Moving the AI Brain from the Cloud to Your Pocket
December 18, 2025
As we close out 2025, the center of gravity in the artificial intelligence world has shifted. For years, the "AI experience" was synonymous with the cloud—a round-trip journey from a user's device to a...
Via
TokenRing AI
Topics
Artificial Intelligence
Supply Chain
The Great Data Gap: CPI Relief Sparks Market Rally After Record 43-Day Shutdown
December 18, 2025
The financial world breathed a collective sigh of relief on December 18, 2025, as the Bureau of Labor Statistics (BLS) finally broke its silence following the longest government shutdown in United...
Via
MarketMinute
Topics
Artificial Intelligence
Economy
Government
The Silicon Renaissance: US Fabs Go Online as CHIPS Act Shifts to Venture-Style Equity
December 18, 2025
As of December 18, 2025, the landscape of American semiconductor manufacturing has transitioned from a series of ambitious legislative promises into a tangible, operational reality. The CHIPS and...
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TokenRing AI
Topics
Artificial Intelligence
Economy
Immigration
The Green Paradox: How Semiconductor Giants are Racing to Decarbonize the AI Boom
December 18, 2025
As the calendar turns to late 2025, the semiconductor industry finds itself at a historic crossroads. The global insatiable demand for high-performance AI hardware has triggered an unprecedented...
Via
TokenRing AI
Topics
Artificial Intelligence
Economy
Emissions
The New Architect of Silicon Valley: Vertiv’s Cooling Dominance Propels Stock Toward 2026 Highs
December 18, 2025
As the calendar turns toward 2026, the artificial intelligence revolution has shifted its focus from the chips themselves to the massive, power-hungry machines that house them. Vertiv Holdings Co....
Via
MarketMinute
Topics
Artificial Intelligence
Economy
The Great Decoupling: How Hyperscaler Custom ASICs are Dismantling the NVIDIA Monopoly
December 18, 2025
As of December 2025, the artificial intelligence industry has reached a pivotal turning point. For years, the narrative of the AI boom was synonymous with the meteoric rise of merchant silicon...
Via
TokenRing AI
Topics
Artificial Intelligence
Economy
Silicon Renaissance: How Software-Defined Vehicles are Rewriting the Automotive Semiconductor Playbook
December 18, 2025
The automotive semiconductor industry has officially moved past the era of scarcity, entering a transformative phase where the vehicle is no longer a machine with computers, but a computer with wheels....
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TokenRing AI
Topics
Artificial Intelligence
Economy
Hacking
Beyond the Giants: Three Growth Powerhouses Poised to Eclipse the Magnificent Seven in 2026
December 18, 2025
As the curtain begins to close on 2025, the dominance of the "Magnificent Seven"—a group that has dictated market sentiment for years—is facing its most significant challenge yet. While Apple Inc....
Via
MarketMinute
Topics
Artificial Intelligence
ETFs
Economy
The Great Silicon Pivot: RISC-V Shatters the Data Center Duopoly as AI Demands Customization
December 18, 2025
The landscape of data center architecture has reached a historic turning point. In a move that signals the definitive end of the decades-long x86 and ARM duopoly, Qualcomm (NASDAQ: QCOM) announced this...
Via
TokenRing AI
Topics
Artificial Intelligence
Intellectual Property
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