December S&P 500 E-Mini futures (ESZ25) are up +0.34%, and December Nasdaq 100 E-Mini futures (NQZ25) are up +0.42% this morning, buoyed by rising expectations for a Federal Reserve rate cut next month, while investors await a new round of U.S. econo...
Applied Materials has significantly outperformed the broader semiconductor space over the past year, and analysts remain optimistic about the stock’s longer-term prospects.
Karnataka, India's tech powerhouse, is aggressively cementing its position as a global leader in the semiconductor and Artificial Intelligence (AI) sectors. Through a series of strategic roadshows, progressive policy frameworks, and attractive incentives, the state has successfully drawn significant investment commitments from leading technology companies worldwide. These efforts underscore Karnataka's vision to not only foster [...]
If you're concerned that select stocks are in an AI bubble, you might consider buying this ETF, which should lower your overall risk level compared to buying an individual AI stock.
A number of stocks jumped in the afternoon session after renewed enthusiasm for Alphabet reinvigorated the artificial intelligence trade, propelling a market rebound heading into the Thanksgiving holiday. The Nasdaq index jumped 2.6% and the S&P 500 gained 1.6%, driven by a 5% rally in Alphabet following the announcement of its upgraded Gemini 3 AI model. This optimism spilled over into the broader tech sector, lifting shares of Broadcom, Micron, and Palantir significantly.
The rally built on momentum from the previous trading session, sparked by the New York Fed president keeping the door open for a December interest rate cut.
November 20, 2025 - The Technology and Semiconductor sectors are currently navigating a complex and often contradictory landscape. While propelled by the insatiable demand for Artificial Intelligence (AI) technologies, which has driven significant growth and record-breaking projections, the industry grapples with a confluence of economic uncertainties, geopolitical tensions, and persistent
A number of stocks fell in the afternoon session after markets faded the Nvidia rally in the morning session, as investors remained uncertain about future rate cuts.
India is rapidly accelerating its strategic push to establish a robust domestic semiconductor industry, a move poised to fundamentally reshape its economic landscape and solidify its position as a global technology powerhouse. Driven by a proactive government framework and an unprecedented surge in private investment, the nation is transitioning from a consumer of chips to [...]
Washington D.C., November 20, 2025 – The geopolitical chessboard of semiconductor trade is experiencing another seismic shift with the recent introduction of the Semiconductor Technology Resilience, Integrity, and Defense Enhancement (STRIDE) Act (H.R. 6058). Proposed on November 17, 2025, this bipartisan bill aims to dramatically reshape the supply chain for American chipmakers by prohibiting recipients [...]
As of late 2025, South Korea finds itself at the epicenter of a global technological and geopolitical maelstrom, meticulously orchestrating a delicate balance within its critical semiconductor industry. The nation, a global leader in chip manufacturing, is striving to reconcile its deep economic interdependence with China—its largest semiconductor trading partner—with the increasing pressure from the [...]
December S&P 500 E-Mini futures (ESZ25) are up +1.12%, and December Nasdaq 100 E-Mini futures (NQZ25) are up +1.55% this morning as strong quarterly results and guidance from AI darling Nvidia boosted sentiment.
Applied Materials’ third quarter results were shaped by steady demand for semiconductor manufacturing equipment, despite a year-over-year sales decline. Management pointed to ongoing trade restrictions and a less favorable market mix as factors that tempered growth, especially given reduced access to the Chinese market. CEO Gary Dickerson emphasized that, while the company’s accessible market shrank due to these restrictions, Applied Materials maintained share where it could compete. He attributed continued strength to leadership in process technologies for DRAM and advanced foundry logic, stating, “We have very high share…across multiple technology nodes.”
The landscape of artificial intelligence is undergoing a profound transformation, fueled by unprecedented breakthroughs in semiconductor manufacturing and chip integration. These advancements are not merely incremental improvements but represent a fundamental shift in how AI hardware is designed and built, promising to unlock new levels of performance, efficiency, and capability. At the heart of this [...]
As November 2025 unfolds, the global financial markets are witnessing an unprecedented surge in the semiconductor sector, fueled by an insatiable demand for Artificial Intelligence (AI) and High-Performance Computing (HPC). This aggressive buying trend is not merely a fleeting phenomenon but a profound market movement, positioning chipmakers as the linchpins
As the financial world braces for Nvidia's (NASDAQ: NVDA) third-quarter fiscal year 2026 earnings report, due today, November 19, 2025, the semiconductor sector finds itself at a critical juncture. This eagerly anticipated announcement is not merely a financial update for one company; it is widely regarded as a pivotal bellwether
As of November 2025, the artificial intelligence (AI) market finds itself at a critical juncture, characterized by an intriguing blend of boundless optimism and growing apprehension. While the transformative potential of AI remains undeniable, a palpable sense of unease has settled over global financial markets, with investors and analysts increasingly
A number of stocks fell in the morning session after concerns regarding lofty artificial intelligence valuations triggered a pullback in the technology sector.
Curious about the top performers within the S&P500 index in the middle of the day on Tuesday? Dive into the list of today's session's top gainers and losers for a comprehensive overview.
As the digital clock ticks towards the close of market on Wednesday, November 19, 2025, all eyes in the financial world are fixated on one name: Nvidia (NASDAQ: NVDA). The artificial intelligence (AI) bellwether is poised to unveil its fiscal third-quarter earnings report, an event that has ignited significant pre-market
