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Intel Analyst Says No ‘Meaningful Growth Drivers’ Ahead After Q2 Revenue Beat, Austerity Measures — But Retail Turns Upbeat
↗
July 25, 2025
Via
Stocktwits
This Korean Semiconductor Firm's Blowout Q2, Outlook Signal Bullish Days For Nvidia Ahead
↗
July 24, 2025
DRAM and NAND flash memory shipments exceeded expectations, contributing to the company's best quarterly results, it said.
Via
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Artificial Intelligence
Supply Chain
Intel Stock Tries To Stay Relevant: Market Expert Asks 'Remember This Once Mighty Name' Ahead Of Q2 Earnings
↗
July 23, 2025
Once mighty Intel has fallen in recent years, but 2025 shows signs of a rebound with the stock outperforming a broad semiconductor ETF.
Via
Benzinga
Topics
ETFs
Texas Instruments’ Retail Sentiment Hits 3-Month High As CEO Reassures Readiness To Sift Through Semiconductor Cycle
↗
July 23, 2025
CEO Haviv Ilan noted that the cyclical recovery is continuing, while customer inventories remain at low levels, and emphasized that in times like these, it is crucial to have sufficient capacity and...
Via
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Artificial Intelligence
Earnings
Texas Instruments Tumbles After-Hours As EPS Outlook Underwhelms: Analyst Spots ‘Stock Air Pocket’ Entry Opportunity
↗
July 23, 2025
Baird’s Tristan Gerra attributed the post-market weakness to investors' concerns about a change in the management tone on the call, combined with a sequentially flattish gross margin guidance.
Via
Stocktwits
After Snubbing Meta's $800M Offer, Korean AI Chipmaker Scores First Big Win On Home Soil
↗
July 22, 2025
Via
Stocktwits
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Artificial Intelligence
Nvidia Now Worth More Than Apple and Tesla Combined
↗
July 17, 2025
Via
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Nvidia-Supplier TSMC Crushes It, Yet Chip ETFs Face A Tariff Storm
↗
July 17, 2025
Contract chipmaker Taiwan Semiconductor Manufacturing Company (TSMC) just reported record-breaking Q2 results.
Via
Benzinga
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TSMC Stock Eyes Fresh Record As Chip Foundry’s Q2 Results, Guidance Exceed Estimates On AI Demand Surge
↗
July 17, 2025
Via
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Artificial Intelligence
Elizabeth Warren Slams Nvidia, Trump Administration Over Resumed H20 Chip Sales To China
↗
July 16, 2025
Senator Warren said the reversal of the earlier ban is “true to form” for the Trump administration, citing Nvidia CEO Jensen Huang’s dinner at Mar-a-Lago in April that reportedly cost $1 million per...
Via
Stocktwits
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Artificial Intelligence
Government
Nvidia CEO Jensen Huang Reportedly Expresses Ambitions For More Advanced AI Chip Sales In China
↗
July 16, 2025
Nvidia plans to sell more advanced chips to China, as CEO Huang pushes for a long-term presence in the growing Chinese AI market.
Via
Stocktwits
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Artificial Intelligence
Government
Broadcom Launches Tomahawk Ultra To Speed Up AI Data Crunching: Retail’s Exuberant
↗
July 15, 2025
Via
Stocktwits
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Artificial Intelligence
Wells Fargo Sees More Upside For AMD As Datacenter Growth Accelerates: Retail Maintains Optimism
↗
July 16, 2025
Analyst Aaron Rakers raised AMD’s price target to $185, citing strong datacenter momentum, solid roadmap execution, and optimism ahead of Q2 earnings.
Via
Stocktwits
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Artificial Intelligence
Tech Stocks Hit New Highs As AI Momentum Builds: What's Moving Markets Tuesday?
↗
July 15, 2025
The Nasdaq 100 surged to fresh record highs on Tuesday, breaking above the 23,000 mark as Nvidia Corp. (NASDAQ:NVDA) and other chipmakers powered a sharp rally.
Via
Benzinga
Topics
Artificial Intelligence
Nvidia's China Chip Deal Signals New Tailwind For Chip And AI ETFs
↗
July 15, 2025
Nvidia (NVDA) stocks jump 4% as US may allow chip sales to China, boosting revenue by $20B. ETFs like SMH, SOXX, BOTZ, NVDU, NVDL also up.
Via
Benzinga
Topics
Artificial Intelligence
ETFs
AMD Reportedly Cleared To Resume MI308 AI Chip Sales To China Amid Policy Shift, Gets Retail Thumbs Up
↗
July 15, 2025
According to a Bloomberg report, the U.S. Department of Commerce has indicated that license requests related to AMD’s MI308 product line will proceed to the next stage of review.
Via
Stocktwits
Topics
Artificial Intelligence
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Nvidia Rally Incoming? CEO Jensen Huang Expects H20 AI Chip Sales To Resume In China After Trump’s Approval
↗
July 14, 2025
Huang also announced a new, fully compliant Nvidia RTX Pro GPU, which he said is ideal for “digital twin AI for smart factories and logistics.”
Via
Stocktwits
Topics
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Government
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
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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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