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Advanced Micro Devices, Inc. - Common Stock
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The $1 Trillion Horizon: Semiconductors Enter the Era of the Silicon Super-Cycle
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As of January 2, 2026, the global semiconductor industry has officially entered what analysts are calling the "Silicon Super-Cycle." Following a record-breaking 2025 that saw industry revenues soar...
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The Silicon Sovereignty: How the NPU Revolution Brought the Brain of AI to Your Desk and Pocket
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NVIDIA Solidifies AI Hegemony with $20 Billion Acquisition of Groq’s Breakthrough Inference IP
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In a move that has sent shockwaves through Silicon Valley and global markets, NVIDIA (NASDAQ: NVDA) has officially finalized a landmark $20 billion strategic transaction to acquire the core...
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Samsung Cements AI Dominance: Finalizes Land Deal for Massive $250 Billion Yongin Mega-Fab
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Silicon Surge: Semiconductor Giants Propel Nasdaq to Record Highs to Kick Off 2026
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The Great Decoupling: Hyperscalers Accelerate Custom Silicon to Break NVIDIA’s AI Stranglehold
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MOUNTAIN VIEW, CA — As we enter 2026, the artificial intelligence industry is witnessing a seismic shift in its underlying infrastructure. For years, the dominance of NVIDIA Corporation (NASDAQ:NVDA)...
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Friday's session: most active stock in the S&P500 index
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January 02, 2026
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Chartmill
US Stocks Tread Water As AI And Chip Rally Clashes With Consumer Weakness: Tesla, Amazon, Micron, Nvidia Among Top Movers
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Major U.S. indexes held near flat levels as investors balanced strength in technology-linked sectors against ongoing pressure in consumer-facing stocks.
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The AI Memory Supercycle: Why 2026 is the Year the 'Sold-Out' Sign Became Permanent for Micron
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Chip Stocks Surge to Start 2026: NVIDIA and AMD Drive Nasdaq to Record Highs
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Dear AMD Stock Fans, Mark Your Calendars for January 5
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Why Are AMD (AMD) Shares Soaring Today
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Shares of computer processor maker AMD (NASDAQ:AMD) jumped 5.3% in the morning session after investor optimism grew following favorable analyst predictions for 2026 and anticipation of new product...
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Why Are Vertiv (VRT) Shares Soaring Today
January 02, 2026
Shares of data center products and services company Vertiv (NYSE:VRT) jumped 8.5% in the morning session after Barclays upgraded the stock to 'Overweight' from 'Equal-Weight' and raised its price...
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New Year, New Bull: Global Markets Surge as 2026 Opens with Renewed Optimism
January 02, 2026
The global financial markets have kicked off 2026 with a decisive display of "New Year Cheer," shaking off a somber end to 2025 with a robust broad-based rally. On January 2, 2026, major indices across...
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Silicon Supremacy: Global Semiconductor Rally Charges into 2026 as Physical AI Takes Center Stage
January 02, 2026
As the calendar turns to January 2, 2026, the global semiconductor sector is riding an unprecedented wave of momentum, fueled by a transformative shift from experimental generative models to "Physical...
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Micron Technology (MU) Deep Dive 2026: The AI Memory Supercycle and the Death of Cyclicality
January 02, 2026
As of January 2, 2026, the global semiconductor landscape has shifted from a story of general-purpose processing to one of high-speed data movement. At the epicenter of this shift sits Micron...
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January 02, 2026
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The Architect of the Intelligence Age: A Deep Dive into NVIDIA (NVDA)
January 02, 2026
Published: January 2, 2026 Introduction As we enter 2026, NVIDIA Corporation (NASDAQ: NVDA) remains the gravitational center of the global technology landscape. No longer viewed simply as a...
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Nvidia Sparks 2026 Rally: AI Giant Surges on New Year's First Bell
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The first trading day of 2026 began with a familiar sight for Wall Street: a sea of green led by the undisputed titan of the Intelligence Age. Nvidia (NASDAQ: NVDA) saw its share price jump as much as...
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The Linchpin of the AI Era: A Deep-Dive Stock Research Report on ASML (ASML)
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As of January 2, 2026, the global semiconductor landscape remains inextricably tied to a single company based in Veldhoven, Netherlands. ASML Holding N.V. (NASDAQ: ASML), the world’s sole provider of...
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Glass Substrates: The Breakthrough Material for Next-Generation AI Chip Packaging
January 02, 2026
The semiconductor industry is currently witnessing its most significant materials shift in decades as manufacturers move beyond traditional organic substrates toward glass. Intel Corporation...
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The Chiplet Revolution: How Heterogeneous Integration is Scaling AI Beyond Monolithic Limits
January 02, 2026
As of early 2026, the semiconductor industry has reached a definitive turning point. The traditional method of carving massive, single-piece "monolithic" processors from silicon wafers has hit a...
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RISC-V Hits 25% Market Share: The Rise of Open-Source Silicon Sovereignty
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In a landmark shift for the global semiconductor industry, RISC-V, the open-source instruction set architecture (ISA), has officially captured a 25% share of the global processor market as of January...
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TSMC Enters the 2nm Era: Mass Production Begins for the World’s Most Advanced Chips
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In a move that signals a tectonic shift in the global semiconductor landscape, Taiwan Semiconductor Manufacturing Company (NYSE: TSM) has officially commenced mass production of its 2-nanometer (N2)...
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The Rise of the AI PC: Intel and AMD Battle for Desktop AI Supremacy at CES 2026
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NVIDIA’s Rubin Platform: The Next Frontier in AI Supercomputing Begins Production
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