The Nasdaq 100 (NASDAQ:QQQ) has entered the new year on a tenuous footing, following a volatile final quarter of 2025 that saw the tech-heavy index retreat from its record highs. As investors return from the holiday break, the focus has shifted from the unbridled optimism of the early AI
According to a Reuters report, Chinese firms have lined up requests for more than 2 million H200 units slated for delivery in 2026, far more than the roughly 700,000 chips Nvidia currently has.
As the final trading days of 2025 unfold, the financial world is witnessing a historic technical breakout from Nvidia (NASDAQ: NVDA) that has sent shockwaves through the broader semiconductor sector. After months of consolidation following its mid-year surge, Nvidia has decisively cleared the critical $194.17 resistance level—a mark
China’s Tencent Holdings has gained access to Nvidia’s Blackwell chips via a Tokyo-based cloud service provider operated, according to a report from Barron’s.
Nvidia lagged megacap peers amid valuation concerns, China headwinds, and AI bubble fears, though pullback improved multiples and Wall Street remains bullish on long-term growth catalysts.
As of December 18, 2025, the semiconductor industry stands at a historic crossroads, transitioning from a period of speculative artificial intelligence (AI) hype into what analysts are calling the "Mega-Fab" operational phase. The iShares Semiconductor ETF (NASDAQ:SOXX), the primary barometer for the sector’s health, has spent much of
The global semiconductor landscape shifted decisively this week as Micron Technology (NASDAQ:MU) delivered a fiscal first-quarter earnings report that many analysts are calling a "watershed moment" for the artificial intelligence era. By shattering revenue expectations and providing a forward-looking guidance that eclipsed even the most bullish Wall Street projections,
The corporate earnings landscape for the final quarter of 2025 has been dramatically recalibrated following a watershed performance from Micron Technology (Nasdaq: MU). On December 17, 2025, the memory chip giant delivered a fiscal first-quarter report that didn't just beat expectations—it shattered them, serving as a powerful confirmation that
On December 17, 2025, Micron Technology (NASDAQ: MU) delivered a fiscal first-quarter earnings report that has fundamentally reshaped the narrative for the semiconductor industry heading into 2026. The Boise-based memory giant reported record-breaking revenue and profit margins that shattered Wall Street’s most optimistic projections, sparking a broad-based rally across
