Meta’s ad-driven revenue growth remains robust, but heavy AI spending, tax-related earnings volatility, and accounting concerns have weighed on investor confidence.
Bitfarms was included in Canada's TSX Composite Index, increasing passive fund exposure, and marked a strategy shift toward AI data centers and high-performance computing infrastructure.
In what is being hailed as a watershed moment for the global semiconductor industry, Apple Inc. (NASDAQ: AAPL) has reportedly begun the formal qualification process for Intel’s (NASDAQ: INTC) 18A manufacturing node. According to industry insiders and supply chain reports surfacing in late 2025, the two tech giants are nearing a definitive agreement that would [...]
The landscape of artificial intelligence is undergoing a seismic shift as the focus moves from massive data centers to the very "edge" of physical reality. As of late 2025, a new generation of low-power silicon is catalyzing a revolution in the automotive and robotics sectors, transforming machines from pre-programmed automatons into perceptive, adaptive entities. This [...]
The S&P 500’s average daily move since 1953 has been up or down 0.67%, but that hasn’t been the case in the final week of December or the second half of the month, for that matter.
The global semiconductor landscape has reached a historic inflection point as the open-source RISC-V architecture officially secured 25% market penetration this month, signaling the end of the long-standing architectural monopoly held by proprietary giants. This milestone, verified by industry analysts in late December 2025, marks a seismic shift in how the world’s most advanced hardware [...]
The Silicon Squeeze: How Advanced Packaging Became the New Front Line in the AI Arms Race As of December 26, 2025, the semiconductor industry has reached a pivotal inflection point. For decades, the primary metric of progress was the shrinking of the transistor—the relentless march of Moore’s Law. However, as physical limits and skyrocketing costs [...]
In a move that signals a tactical recalibration of the ongoing trade war, the United States government has officially delayed the implementation of aggressive new tariffs on Chinese legacy semiconductors until June 2027. This decision, announced just days before Christmas 2025, establishes a 0% tariff window for mature-node chips (28nm and above), providing American industries—from [...]
As 2025 draws to a close, the personal computing landscape has undergone its most radical transformation since the transition to mobile. What began as a buzzword a year ago has solidified into a hardware arms race, with Qualcomm (NASDAQ: QCOM), AMD (NASDAQ: AMD), and Intel (NASDAQ: INTC) locked in a fierce battle for dominance over [...]
Advanced Micro Devices (NASDAQ:AMD) is mounting its most formidable challenge yet to NVIDIA’s (NASDAQ:NVDA) long-standing dominance in the AI hardware market. With the official launch of the Instinct MI350 series, featuring the flagship MI355X, AMD has introduced a powerhouse accelerator that finally achieves performance parity—and in some cases, superiority—over NVIDIA’s Blackwell B200 architecture. This release [...]
The explosive growth of generative artificial intelligence has triggered a massive structural shortage in the global DRAM market, with industry analysts warning that prices are likely to reach a historic peak by mid-2026. As of late December 2025, the memory industry is undergoing its most significant transformation in decades, driven by a desperate need for [...]
The global semiconductor landscape reached a historic inflection point in late 2025 as Intel Corporation (NASDAQ: INTC) announced the successful installation and acceptance testing of the industry's first commercial High-Numerical Aperture (High-NA) Extreme Ultraviolet (EUV) lithography tool. The machine, a $350 million ASML (NASDAQ: ASML) Twinscan EXE:5200B, represents the most advanced piece of manufacturing equipment [...]
In a definitive move toward "semiconductor sovereignty," Taiwan Semiconductor Manufacturing Company (NYSE: TSM) has secured approximately $4.71 billion (NT$147 billion) in government subsidies over the past two years. This massive capital injection from the United States, Japan, Germany, and China marks a historic shift in the silicon landscape, as the world’s most advanced chipmaker aggressively [...]
The artificial intelligence hardware landscape is undergoing a seismic shift, characterized by industry analysts as the "Great Decoupling." As of late 2025, the world’s largest cloud providers—Alphabet Inc. (NASDAQ: GOOGL), Amazon.com Inc. (NASDAQ: AMZN), and Meta Platforms Inc. (NASDAQ: META)—have reached a critical mass in their efforts to reduce reliance on NVIDIA (NASDAQ: NVDA). This [...]
In a financial performance that has effectively silenced skeptics of the "AI bubble," NVIDIA Corporation (NASDAQ: NVDA) has once again shattered industry expectations. The company reported record-breaking Q3 FY2026 revenue of $51.2 billion for its Data Center segment alone, contributing to a total quarterly revenue of $57.0 billion—a staggering 66% year-on-year increase. This explosive growth [...]
As 2025 draws to a close, the technology sector is bracing for a historic milestone. Bank of America (NYSE: BAC) analyst Vivek Arya has issued a landmark projection stating that the global semiconductor market is on a collision course with the $1 trillion mark by 2026. Driven by what Arya describes as a "once-in-a-generation" AI [...]
Intel Corporation (NASDAQ:INTC) has officially reached a historic milestone in the semiconductor race, announcing that its 18A (1.8nm-class) process node has entered high-volume manufacturing (HVM) at the newly operational Fab 52 in Arizona. This achievement marks the successful completion of CEO Pat Gelsinger’s ambitious "five nodes in four years" roadmap, positioning the American chipmaker as [...]
As the artificial intelligence revolution enters its next phase of industrialization, the battle for compute supremacy has shifted from the transistor to the package. Taiwan Semiconductor Manufacturing Company (NYSE: TSM) is aggressively expanding its Chip on Wafer on Substrate (CoWoS) advanced packaging capacity, aiming for a 33% increase by 2026 to satisfy an insatiable global [...]
Axalta Coating Systems (AXTA) presents a value investing case with strong valuation multiples, solid profitability, and healthy returns on capital, despite modest sales growth.
Wingstop stock combines strong revenue growth and high profitability with a technical chart pattern suggesting a potential breakout, offering a dual-faceted investment opportunity.
The sale of HBO-owner Warner Bros. Discovery (NASDAQ: WBD) has become the entertainment and streaming industry's Game of Thrones, with Netflix Inc (NASDAQ: NFLX) and Paramount Skydance (NASDAQ: PSKY) battling for control. Here's a timeline of events so far.
