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iShares Trust S&P Semiconductor Index Fund
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Updated: 3:02 PM EST, Dec 5, 2025
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Nvidia CEO Says Chinese Military Unlikely To Use Its AI Chips, Wants 'American Tech Stack' To Be Global Standard Like The Dollar
↗
July 14, 2025
Via
Stocktwits
Topics
Artificial Intelligence
Nvidia CEO Jensen Huang’s Net Worth May Have Crossed Warren Buffett’s After $36M Share Sale Amid $4T Stock Rally
↗
July 11, 2025
Jensen Huang sold $36.4 million worth of Nvidia stock over three days starting July 8, just ahead of the company briefly surpassing a $4 trillion market valuation for the first time.
Via
Stocktwits
Topics
ETFs
Government
RealSense Spins Out Of Intel With $50M Boost To Tackle AI Robotics: Retail Stays Optimistic
↗
July 11, 2025
RealSense has spun out from Intel, raising $50 million to grow its AI-driven robotics and biometrics business
Via
Stocktwits
Topics
Artificial Intelligence
Intellectual Property
Nvidia’s Jensen Huang Reportedly Met With Trump Ahead Of Beijing Trip As World’s Most Valued Company Readies New China-Focused Chip
↗
July 11, 2025
The meeting assumes importance as Nvidia has been handicapped by the Trump administration’s decision to expand China chip restrictions.
Via
Stocktwits
Topics
Artificial Intelligence
Economy
Government
Teradyne’s Stock Jumps After Report Links Its Tech To Amazon’s Vulcan Robot – Retail Turns Bullish
↗
July 10, 2025
Hunterbrook Media cited UBS saying that if Amazon automates up to 80% of the 14 billion items it handles annually with its new robot, it could generate an estimated $400 million in revenue for...
Via
Stocktwits
Topics
Artificial Intelligence
Vertiv Stock Drops After Amazon Unveils Competing Custom Cooling Tech For Nvidia Chips
↗
July 10, 2025
Amazon Web Services’ new In-Row Heat Exchanger (IRHX) allows it to accommodate Nvidia’s heat-intensive GPU racks without requiring major data center renovations. The project moved from concept to...
Via
Stocktwits
Topics
Artificial Intelligence
Government
TSMC H1 Revenue Surges 40% Despite June Dip: Retail Stays Confident
↗
July 10, 2025
TSMC reported June 2025 revenue of NT$263.71 billion, down 17.7% since May but up 26.9% as compared to an year ago.
Via
Stocktwits
Topics
Artificial Intelligence
Economy
Government
Nvidia Goes Parabolic With $4 Trillion Club Entry, But Most Retail Traders Are Loading Up Or Holding: Analysts Brace For FOMO Buying
↗
July 10, 2025
Wedbush’s Danile Ives expects the company to hit the next milestone of $5 trillion over the next 18 months, given his view that the current tech bull market is still early, being led by the AI...
Via
Stocktwits
Topics
Artificial Intelligence
Nvidia Backed Perplexity’s AI-Powered Browser Takes Aim At Google Chrome
↗
July 09, 2025
Perplexity AI’s Comet is an AI-driven browser designed to compete with Google Chrome.
Via
Stocktwits
Topics
Artificial Intelligence
Nvidia Breaks $4 Trillion Barrier, Tops Apple To Become Most Valuable Company Ever
↗
July 09, 2025
Nvidia’s market capitalization of $4 trillion pushes past Apple’s all-time high closing of $3.91 trillion in December last year.
Via
Stocktwits
Topics
Artificial Intelligence
Arm Reportedly Clocks 14-Fold Jump In Data Center Clients In Last 4 Years
↗
July 09, 2025
Arm’s data center customers rose fourteenfold since 2021, and the apps operating on the company’s platform increased twofold.
Via
Stocktwits
Topics
Artificial Intelligence
China Eyes Procuring Over 100,000 Nvidia Chips To Power Remote AI Hub In Gobi Desert: Report
↗
July 09, 2025
The report stated that construction continues in Yiwu County, a region on the edge of the Gobi Desert in Xinjiang, which has access to both a vast supply of renewable energy and coal.
Via
Stocktwits
Topics
Artificial Intelligence
Intel Begins Layoffs In Oregon, Arizona As Part Of Broader Overhaul; Retail Traders Stay Positive As Stock Rallies
↗
July 09, 2025
The layoffs marked the first of the job cuts Intel has planned for the year as it seeks to streamline operations and improve efficiency amid ongoing struggles with strategic missteps.
Via
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ETFs
Earnings
Workforce
Nvidia Stock Hits New Record, Closing In On Title of Most Valuable Company In History
↗
July 03, 2025
The historical record is currently held by Apple, which closed with a valuation of $3.91 trillion in December last year.
Via
Stocktwits
Topics
Artificial Intelligence
ETFs
Economy
Intel Stock Falls After Reported Manufacturing Shift To Compete With TSMC, Attract Apple And Nvidia
↗
July 02, 2025
Intel’s new CEO Lip-Bu Tan is reportedly considering ending Intel’s push to sell the expensive 18A chipmaking process to external clients, turning attention toward the more advanced 14A node.
Via
Stocktwits
Topics
Workforce
Accenture Deepens Semiconductor Expertise With Dresden-Based SYSTEMA Buy
↗
July 01, 2025
Accenture acquires SYSTEMA, a Dresden-based firm specializing in automation solutions for semiconductor & high-tech sectors, to boost digital manufacturing capabilities.
Via
Benzinga
As Nvidia Nears $4 Trillion Valuation, Insiders Led By CEO Jensen Huang Liquidated $1B Worth Of Stock Over Past Year: Analyst Lauds ‘Smart’ Move
↗
June 30, 2025
The stock climbed to a record high of $158.71 on Friday before trimming some of the gains and closing at a record of $157.75.
Via
Stocktwits
Nvidia Just Became The World's Most Valuable Stock; Is It Time For A Semiconductor ETF Rethink?
↗
June 27, 2025
Nvidia's rise to become the world's most valuable company highlights the lag in some semiconductor ETFs, still skewed towards legacy players.
Via
Benzinga
Topics
ETFs
Micron Stock On Track To Hit Year High After Q3 Earnings Beat Sparks Wave Of Price Target Hikes
↗
June 26, 2025
Wall Street has gotten more bullish on Micron’s stock after its Q3 results, citing AI-chip demand fueled by data center growth and improved margins as key performance drivers.
Via
Stocktwits
Topics
Artificial Intelligence
Earnings
‘AI-Driven Memory Demand’ Powers Micron’s Q3 Outperformance: Stock Shows Muted Gains, But Retail Optimism Grows
↗
June 25, 2025
The company’s data center revenue more than doubled year-over-year and reached a quarterly record, and consumer-oriented end markets had strong sequential growth.
Via
Stocktwits
Topics
Artificial Intelligence
Tech Stocks Notch New Highs As Chipmakers Power The Rally: What's Driving Markets Wednesday?
↗
June 25, 2025
Tech stocks climbed to new highs early Wednesday, with the Nasdaq 100 briefly touching 22,329 points after the opening bell, surpassing its previous peak from February 19.
Via
Benzinga
The AI Rally Just Flipped—These Stocks Are Now Outgunning Nvidia
↗
June 25, 2025
Nvidia lags behind Micron, KLA and Lam Research in 2025 as Bank of America sees $1 trillion AI data center market reshaping chip sector.
Via
Benzinga
Topics
Artificial Intelligence
Intel Reportedly Shutting Down Auto Arm, Laying Off Most Employees Amid Ongoing Cost-Cutting Drive
↗
June 25, 2025
Intel (INTC) is reportedly shutting down its automotive unit and will lay off most employees in that segment, the company told staff in an internal message.
Via
Stocktwits
Topics
Artificial Intelligence
Workforce
US Lawmakers Introduce ‘No Adversarial AI Act’ To Blacklist Chinese AI From Federal Agencies
↗
June 25, 2025
The bill aims to block not just Chinese AI tools but also those from Russia, Iran and North Korea from being used in the U.S. government.
Via
Stocktwits
Topics
Artificial Intelligence
ETFs
Government
Micron Stock In Spotlight Amid Valuation Concerns Ahead Of Q3 Results — Retail Stays Optimistic
↗
June 25, 2025
The Finchat-compiled consensus expects t Micron to report adjusted earnings per share of $1.59 and revenue of $8.83 billion for the third quarter of the fiscal year 2025.
Via
Stocktwits
Topics
Artificial Intelligence
Nvidia Retail Traders Downbeat Even As Stock Stays On Course To Reclaim Record High: Spotlight Shifts To Annual Shareholder Meeting
↗
June 25, 2025
Wall Street analysts are upbeat about the stock’s trajectory, with the Koyfin-compiled consensus analysts’ price target of $172.60 implying 17% upside potential.
Via
Stocktwits
Topics
Artificial Intelligence
Government
World Trade
Tech Stocks Eye Record Highs, Crude Drops To $64 On Iran-Israel Truce: What's Driving Markets Tuesday?
↗
June 24, 2025
U.S.
Via
Benzinga
Broadcom Stock Hits Record High After HSBC Upgrade Citing Stronger AI Chip Pipeline
↗
June 24, 2025
Broadcom’s stock surged to a record high after HSBC upgraded the stock to ‘Buy’ and raised its target to $400, citing stronger ASIC project visibility and rising AI-driven demand.
Via
Stocktwits
Topics
Artificial Intelligence
Workforce
Cathie Wood Goes Chip Shopping: Ark Invest Buys $17M In AMD Stock, Adds 2 More Semiconductor Bets
↗
June 24, 2025
AMD stock added 1.04% on Monday, slightly outperforming the broader market and the tech sector, after Melius Research upgraded the stock.
Via
Stocktwits
Topics
Artificial Intelligence
ETFs
Jensen Huang Sells First 100K Nvidia Shares Under New Plan — Retail Traders On Edge
↗
June 24, 2025
Huang sold them in seven transactions on Friday and Monday, netting him $14.4 million in proceeds.
Via
Stocktwits
Topics
Artificial Intelligence
Government
Regulatory Compliance
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