NVIDIA Corp (NQ:NVDA)

The Silent Powerhouse: How GaN and SiC Semiconductors are Breaking the AI Energy Wall and Revolutionizing EVs

Topics Artificial Intelligence

December 18, 2025

As of late 2025, the artificial intelligence boom has hit a literal physical limit: the "energy wall." With large language models (LLMs) like GPT-5 and Llama 4 demanding multi-megawatt power clusters,...

As of December 18, 2025, the global semiconductor landscape has reached its most pivotal moment in a decade. The long-anticipated "2nm Foundry Battle" has moved from the laboratory to the factory...

Topics Artificial Intelligence Economy Electric Vehicles

The 2nm Frontier: Intel’s 18A and TSMC’s N2 Clash in the Battle for Silicon Supremacy

December 18, 2025

The Silicon Bloom: How ‘Green Chip’ Manufacturing is Redefining the AI Era’s Environmental Footprint

Topics Artificial Intelligence

December 18, 2025

As the global demand for artificial intelligence reaches a fever pitch in late 2025, the semiconductor industry is undergoing its most significant transformation since the invention of the integrated...

As of December 18, 2025, the global semiconductor landscape is witnessing a seismic shift. Reports from Beijing and industrial hubs in Shenzhen confirm that China is on track to execute its ambitious...

Topics Artificial Intelligence Economy Emissions

China’s “Triple Output” AI Strategy: Tripling Chip Production by 2026

December 18, 2025

Beyond the Transistor: How Advanced 3D-IC Packaging Became the New Frontier of AI Dominance

Topics Artificial Intelligence Initial Public Offering

December 18, 2025

As of December 2025, the semiconductor industry has reached a historic inflection point. For decades, the primary metric of progress was the "node"—the relentless shrinking of transistors to pack more...

Nvidia remains a high‑growth AI infrastructure leader, but after a $4 trillion valuation and recent volatility, the setup looks best as a hold with a buy‑the‑dip bias rather than an all‑in bet.

Topics Artificial Intelligence Bonds Economy

As Nvidia Launches New Nemotron 3 Models, Should You Buy, Sell, or Hold NVDA Stock?

December 18, 2025

Via Barchart.com

Topics Artificial Intelligence

The Silicon Renaissance: US Mega-Fabs Enter Operational Phase as CHIPS Act Reshapes Global AI Power

December 18, 2025

As of December 18, 2025, the landscape of global technology has reached a historic inflection point. What began three years ago as a legislative ambition to reshore semiconductor manufacturing has...

As we close out 2025, the landscape of artificial intelligence infrastructure has undergone a seismic shift. For years, the industry’s reliance on NVIDIA Corp. (NASDAQ: NVDA) was absolute, with the...

Topics Artificial Intelligence Economy

The Great Decoupling: How Custom Silicon is Breaking NVIDIA’s Iron Grip on the AI Cloud

December 18, 2025

Silicon Sovereignty: China’s Strategic Pivot to RISC-V Accelerates Amid US Tech Blockades

Topics Artificial Intelligence Economy

December 18, 2025

As of late 2025, the global semiconductor landscape has reached a definitive tipping point. Driven by increasingly stringent US export controls that have severed access to high-end proprietary...

As of December 18, 2025, the artificial intelligence industry has reached a critical inflection point where the physical limits of electricity are no longer sufficient to sustain the exponential growth...

Topics Artificial Intelligence Economy

The Light-Speed Revolution: Co-Packaged Optics and the Future of AI Clusters

December 18, 2025

Beyond the Chip: Nvidia’s Rubin Architecture Ushers in the Era of the Gigascale AI Factory

Topics Artificial Intelligence Economy

December 18, 2025

As 2025 draws to a close, the semiconductor landscape is bracing for its most significant transformation yet. NVIDIA (NASDAQ: NVDA) has officially moved into the sampling phase for its highly...

As the calendar turns to late 2025, the artificial intelligence industry is standing at the precipice of its most significant hardware transition since the dawn of the generative AI boom. The arrival...

Topics Artificial Intelligence Economy

The 2048-Bit Revolution: How the Shift to HBM4 in 2025 is Shattering AI’s Memory Wall

December 18, 2025

Focus on companies with clear demand visibility and robust execution capabilities to compound wealth over the long term.

Topics Artificial Intelligence Economy

Got $1,000? 3 Tech Stocks to Buy and Hold for Decades ↗

December 18, 2025

Beyond chips, the real AI opportunity lies in who runs them best.

Topics Artificial Intelligence Economy

Beyond Nvidia: The AI Stock to Buy With 205% Upside Potential

December 18, 2025

Via Barchart.com

Topics Artificial Intelligence

Meet The Top 5 US Semiconductor Giants Powering AI Boom ↗

December 18, 2025

Semiconductor sales are expected to climb roughly 30% in 2026, according to some estimates, potentially pushing the industry’s revenue close to $1 trillion for the first time.

TON provides tokenized US stock trading on Telegram, giving historically and geographically excluded places access to global equity.

Topics Artificial Intelligence

Telegram Joins Trust Wallet In Supporting Kraken’s Tokenized US Stocks ↗

December 18, 2025

Forget Nvidia — This Obscure Indian Chip Stock Just Became the World’s Best-Performing AI Play With 6,000% YTD Surge ↗

Topics ETFs

December 18, 2025

Massive gains in a little-known Indian semiconductor firm were driven by hype and a limited float, overshadowing concerns about losses, disclosures, and regulatory scrutiny.

Star Apple Analyst Breaks Down iPhone Maker’s AI Crunch, Google Gemini’s Breakout — And Tells Why The AI Boom Is Real, But Risky ↗

Topics Artificial Intelligence

December 18, 2025

Ming-Chi Kuo discussed his thoughts on the Moseeker podcast.

Google is partnering with Meta to make its own AI chips easier to use, aiming to reduce reliance on Nvidia as competition in the AI chip market intensifies.

Topics Artificial Intelligence Economy

Google Enlists Meta To Cut Nvidia Reliance ↗

December 18, 2025

Via Benzinga

Topics Artificial Intelligence

Ranking The Best "Magnificent Seven" Stocks to Buy for 2026 ↗

December 18, 2025

Investors are curious about the most influential stocks in the U.S. market.

Palantir's institutional ownership is low compared to many other stocks.

Is Palantir the Next Tesla? ↗

December 18, 2025

Nvidia releases new open-source AI models and acquires a software company.

Topics Artificial Intelligence

2 AI Announcements That Nvidia Investors Can't Miss ↗

December 18, 2025

OpenAI announced a new AI image model, driving more demand for AI compute.

Topics Artificial Intelligence

These Recent AI Updates Are Long-Term Tailwinds for AI Infrastructure Stocks ↗

December 18, 2025

Prediction: Wall Street's Most Unique Member of the "Magnificent Seven" Will Become the Hottest Stock-Split Stock of 2026 ↗

Topics Artificial Intelligence

December 18, 2025

Among Nvidia, Apple, Alphabet, Microsoft, Amazon, Meta Platforms, and Tesla, there's a differentiated company primed for a forward split in the new year.

Oracle’s data-center financing drama sparked a fresh round of de-risking in Big Tech, while oil popped on Trump’s Venezuela tanker blockade threat and a couple of non-tech names quietly did their...

Topics Artificial Intelligence Economy

Blue Owl Blinks, and the AI Trade Finally Flinches ↗

December 18, 2025

Via Chartmill

Topics Artificial Intelligence Government

What AI Bubble? This Chip Stock Just Said the AI Boom Is Alive and Well ↗

December 18, 2025

The rumors of an AI bubble have been exaggerated, it seems.

The S&P 500 is a great long-term investment, but these look better next year.

Topics Artificial Intelligence

2 ETFs That Are Good Bets To Beat the S&P 500 in 2026 ↗

December 18, 2025

Nvidia Director Sells $44 Million Stake That He's Held Since 1997 — Long Before The AI Boom And Even The Company's IPO ↗

Topics Artificial Intelligence ETFs Stocks

December 18, 2025

Investor and entrepreneur Harvey Jones, who has served on NVIDIA Corp.'s (NASDAQ: NVDA) board since it was founded in 1992, has just sold a significant chunk of his holdings in the company.

Via Benzinga

Topics Artificial Intelligence

3 Ultra-Safe Vanguard ETFs to Buy, Even if There's a Stock Market Sell-Off in 2026 ↗

December 17, 2025

Diversified ETFs can make it easier to buy and hold stocks through periods of volatility.