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
October 1, 2025 - Super Micro Computer, Inc. (NASDAQ: SMCI), widely recognized as Supermicro, stands at the epicenter of the artificial intelligence (AI) infrastructure revolution. This American information technology company, headquartered in San Jose, California, has strategically positioned itself as a critical enabler of next-generation AI deployments, offering high-performance, energy-efficient server and storage solutions. From [...]
Astera Labs (NASDAQ: ALAB), founded in 2017 and headquartered in Santa Clara, California, is a global semiconductor company specializing in purpose-built connectivity solutions for artificial intelligence (AI) and cloud infrastructure. The company designs, manufactures, and sells semiconductor-based products and software that address data, memory, and networking bottlenecks in modern data centers. Astera Labs' core business [...]
September 30, 2025 1. Introduction Taiwan Semiconductor Manufacturing Company (TSMC, NYSE: TSM) stands as an unparalleled titan in the global technology ecosystem. As the world's largest dedicated independent (or "pure-play") semiconductor foundry, TSMC doesn't design its own chips; instead, it meticulously manufactures the cutting-edge silicon that powers everything from the latest smartphones and artificial intelligence [...]
As of September 30, 2025, Advanced Micro Devices, Inc. (NASDAQ: AMD) stands as a pivotal player in the global semiconductor industry, deeply embedded in a wide array of technology sectors. The company's strategic focus on high-growth areas like Artificial Intelligence (AI) and data centers, coupled with its consistent product innovation, keeps it prominently in the [...]
Shares of data streaming platform provider Confluent (NASDAQ:CFLT) jumped 3.5% in the afternoon session after Wells Fargo initiated coverage on the company with an 'Overweight' rating and a $24 price target.
Shares of cloud observability platform Dynatrace (NYSE:DT) jumped 3.1% in the afternoon session after Wells Fargo initiated coverage on the stock with an "Overweight" recommendation. An "Overweight" rating suggests the analyst believed the stock would perform better than the average stock in its sector. The firm's average one-year price target for Dynatrace was set at $63.85 per share.
Shares of computer processor maker AMD (NASDAQ:AMD)
jumped 3.6% in the afternoon session after the company announced an expanded artificial intelligence (AI) partnership and reports surfaced of a potential manufacturing deal with rival Intel.
October 2, 2025 – While the United States grapples with the immediate implications of a government shutdown and resulting market fluctuations, a powerful surge in the global technology sector, particularly driven by artificial intelligence (AI) optimism, is significantly bolstering financial markets across Asia and Europe. This bifurcated market response highlights a
The intricate global semiconductor supply chain, the very backbone of modern technology, finds itself increasingly fractured by escalating geopolitical tensions. What was once a largely interconnected and optimized ecosystem is now being reshaped by a complex interplay of political rivalries, national security concerns, and a fierce race for technological supremacy. This shift carries immediate and [...]
As of October 2025, the global semiconductor industry, poised for unprecedented growth fueled by the insatiable demand for artificial intelligence (AI) and high-performance computing, faces a critical and intensifying shortage of skilled workers that threatens to undermine its ambitious expansion plans and jeopardize global operational stability. Projections indicate a staggering need for over one million [...]
The semiconductor industry, long dominated by proprietary architectures, is undergoing a profound transformation with the accelerating emergence of RISC-V. This open-standard instruction set architecture (ISA) is not merely an incremental improvement; it represents a fundamental shift towards democratized chip design, promising to unleash unprecedented innovation and disrupt the established order. By offering a royalty-free, highly [...]
Intel’s stock jumped over 7% Wednesday after Semafor reported the company is in early talks to make chips for longtime rival AMD in its foundry business. AMD shares also ticked higher, and is up nearly 4% in Thursday trade.
The United States and Taiwan are solidifying a strategic technological alliance, marking a pivotal moment in global innovation and geopolitical strategy. This partnership, focusing intently on secure 5G/6G networks, advanced Artificial Intelligence (AI), and groundbreaking Quantum Computing, is designed to enhance supply chain resilience, foster next-generation technological leadership, and counter the influence of authoritarian regimes. [...]
Berlin, Germany – October 2, 2025 – Over two years ago, on June 19, 2023, a landmark agreement was forged in Berlin, fundamentally reshaping the future of Europe's semiconductor landscape. Intel Corporation (NASDAQ: INTC) officially secured an unprecedented €10 billion (over $10 billion USD at the time of the agreement) in German state subsidies, cementing [...]
Phoenix, Arizona – October 2, 2025 – Taiwan Semiconductor Manufacturing Company (TSMC) (NYSE: TSM), the world's leading contract chipmaker, is navigating a complex and costly path in its ambitious endeavor to establish advanced semiconductor manufacturing in the United States. Its multi-billion dollar fabrication plant in Arizona, a cornerstone of the US strategy to bolster domestic [...]
Taiwan Semiconductor Manufacturing Company (TSMC) (NYSE: TSM), the world's largest contract chipmaker, is making a monumental stride in cementing its dominance in the artificial intelligence (AI) era with a significant expansion of its advanced chip packaging capacity in Chiayi, Taiwan. This strategic move, involving the construction of multiple new facilities, is a direct response to [...]
On the second day of the U.S. government shutdown, Wall Street remains largely subdued, with indexes showing only slight midday declines after touching fresh record highs at the open.
Seoul, South Korea – October 2, 2025 – In a monumental stride towards realizing the next generation of artificial intelligence, OpenAI's audacious 'Stargate' project, a $500 billion initiative to construct unprecedented AI infrastructure, has officially secured critical backing from two of the world's semiconductor titans: Samsung Electronics (KRX: 005930) and SK Hynix (KRX: 000660). Formalized [...]
Shares of networking chips designer Marvell Technology (NASDAQ: MRVL)
jumped 1.6% in the morning session after semiconductor stocks rallied as OpenAI announced a partnership with Samsung Electronics and SK Hynix. The deal aimed to increase the supply of advanced memory chips and grow the number of AI data centers in Korea as part of OpenAI's 'Stargate initiative.' This news created a positive wave across the chip sector, lifting shares of companies like Marvell. Investors saw the partnership as a sign of strong and growing demand for the technology that powers artificial intelligence, benefiting the entire industry.
Shares of earth imaging satellite company Planet Labs (NYSE:PL) jumped 8.1% in the morning session after an analyst at Wedbush reiterated an "Outperform" rating and significantly raised the price target on the stock.
Shares of funeral services company Carriage Services (NYSE:CSV)
jumped 6% in the morning session after Raymond James initiated coverage on the company with an "Outperform" rating and a $60 price target.
Shares of solar energy systems company Shoals (NASDAQ:SHLS)
jumped 14.9% in the morning session after Barclays upgraded the company's stock to "Overweight" from "Equal Weight" and raised its price target to $10 from $7.
Shares of government engineering solutions provider Amentum Holdings (NYSE:AMTM) fell 3.4% in the morning session after the company filed a prospectus for the potential sale of over 90 million shares by existing stockholders.
Shares of cloud computing platform DigitalOcean (NYSE:DOCN) jumped 5.6% in the morning session after the company announced a significant expansion of its Artificial Intelligence (AI) offerings and new product updates at its Deploy London conference.
Shares of bitcoin development company Strategy (NASDAQ:MSTR) jumped 1.8% in the morning session after the price of Bitcoin surged, lifting other cryptocurrency-exposed stocks. The software company, which holds a large amount of Bitcoin, saw its shares rise in line with the world's largest cryptocurrency. Bitcoin's price jumped to nearly $119,400, marking a significant gain.
