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NASDAQ:AMD News 27 June 2025 - 2 July 2025

AI Stocks Soar to New Highs: Trends, Big Moves & What Analysts Predict Next

AI Stocks Soar to New Highs: Trends, Big Moves & What Analysts Predict Next

Nvidia (NVDA) became a $1 trillion company in 2023, commands roughly 80% of the AI chip market, and sells the H100 and H200 data-center GPUs powering modern AI models. The S&P 500’s Magnificent Seven—Apple, Microsoft, Alphabet, Amazon, Nvidia, Tesla, and Meta—account for about 35% of the index’s market cap and have delivered over 70% of its gains since the start of 2023. OpenAI’s ChatGPT debuted in late 2022, sparking an AI rally described as the “iPhone moment” for AI investing. Microsoft invested about $10 billion in OpenAI in early 2023 and integrated GPT models across Bing, Copilot in Office 365,
Cloud Computing and XaaS Developments (May–June 2025)

Cloud Computing and XaaS Developments (May–June 2025)

In May 2025, Salesforce announced a definitive agreement to acquire data management firm Informatica for $8 billion. In May 2025, Microsoft announced a partnership with xAI to host Grok 3 and Grok 3 Mini on Azure via the Azure AI Foundry service. On May 22, 2025, Red Hat and AMD announced an expanded collaboration to optimize AI workloads in hybrid cloud environments. On May 9, 2025, IBM announced a cloud partnership with Oracle to run IBM’s watsonx AI tools on Oracle Cloud Infrastructure (OCI). On May 15, 2025, Kyndryl and Microsoft expanded distributed cloud services to enhance hybrid, multicloud, and
Global Semiconductor Industry Trends and 2025 Outlook: AI Boom, Advanced Nodes, and Geopolitics (Report: June 27th, 2025)

Global Semiconductor Industry Trends and 2025 Outlook: AI Boom, Advanced Nodes, and Geopolitics (Report: June 27th, 2025)

Global semiconductor revenue reached $626 billion in 2024, up 18.1% from 2023, with Gartner projecting about $705 billion in 2025. Data-center AI chip sales rose to $112 billion in 2024, up from $64.8 billion in 2023, making generative AI workloads the second-largest semiconductor market after smartphones. Memory revenue jumped about 72% in 2024 and accounted for roughly 25% of total market, with HBM revenues expected to grow 66% in 2025 to $19.8 billion. TSMC’s 2nm node (N2) is in pilot production with high-volume manufacturing planned for 2H 2025, aiming for about 50,000 wafer starts per month by end-2025, with Apple
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