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NASDAQ:AMD 27 June 2025 - 23 July 2025

AI Stock Frenzy: July 2025’s Biggest Earnings Surprises, Deals, and Market Shake-Ups

AI Stock Frenzy: July 2025’s Biggest Earnings Surprises, Deals, and Market Shake-Ups

Nvidia shares rose 4% after the U.S. reversed its export ban on advanced AI chips to China, with the company seeking licenses to resume H20 GPU sales. AMD surged up to 7% on similar export relief, while HSBC, Wells Fargo, and Bank of America raised AMD’s price targets, citing strong AI chip demand. AI-focused ETFs and stocks also rallied, with Palantir and Quantum Computing Inc. posting triple-digit gains year-to-date.
23 July 2025
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2025 CPU Wars: Intel vs AMD vs Apple M‑Series – The Ultimate Processor Showdown

2025 CPU Wars: Intel vs AMD vs Apple M‑Series – The Ultimate Processor Showdown

AMD’s Ryzen 9 9800X3D, launching in early 2025, reportedly outperforms Intel’s Core Ultra 9 285K by about 35% in gaming. Intel’s Arrow Lake flagship features 24 cores and an on-chip NPU AI accelerator. Apple’s M3 iMac draws 30 W in use, while AMD’s Threadripper Pro 9995WX offers 96 cores for $11,699. Qualcomm’s Snapdragon X Elite targets sub-35 W laptops with 12 ARM cores.
22 July 2025
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GPU Wars 2025: NVIDIA vs AMD vs Intel – The Ultimate Graphics Showdown

GPU Wars 2025: NVIDIA vs AMD vs Intel – The Ultimate Graphics Showdown

NVIDIA’s RTX 4090 remains the fastest widely available gaming GPU in mid-2025, despite the RTX 5090’s limited supply. AMD’s RX 7900 XTX, priced at $999, competes closely with the RTX 4080 and sometimes outperforms it in rasterization. Intel’s Arc B580, launched in late 2024 at $350, reportedly beats the RTX 4070 in some tests. All three vendors now support AV1 encoding and frame generation technologies.
21 July 2025
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Everything We Know About the PlayStation 6: Leaks, Specs, Release Date & Expert Predictions

Everything We Know About the PlayStation 6: Leaks, Specs, Release Date & Expert Predictions

Sony CEO Hideaki Nishino confirmed in June 2025 that PS6 development is a main priority. Analysts and regulators expect a release in 2027 or 2028. The PS6 is anticipated to feature a custom AMD Zen CPU, RDNA 5-class GPU, 24–32GB unified RAM, and 2TB+ NVMe SSD storage. Backward compatibility and AI-powered upscaling are major focuses.
21 July 2025
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China Tech’s July 2025 Shockwave: AI Triumphs, Chip War Truce, and EV Frenzy

China Tech’s July 2025 Shockwave: AI Triumphs, Chip War Truce, and EV Frenzy

Huawei shipped 12.5 million smartphones in Q2 2025, reclaiming China’s top spot after four years. Over 100 AI-native devices launched in 2025, while JD.com saw AR glasses sales jump sevenfold during the 618 festival. Xiaomi’s SU7 EV delivered 258,000 units since launch, outselling Tesla’s Model 3 monthly. The US lifted its EDA tool export ban to China on July 3, with NVIDIA and AMD chip licenses set to resume.
21 July 2025
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Blast-Off Breakthroughs: Fusion Lasers, Space Feats & Tech Triumphs in Weekend Roundup (July 19–20, 2025)

Blast-Off Breakthroughs: Fusion Lasers, Space Feats & Tech Triumphs in Weekend Roundup (July 19–20, 2025)

SpaceX launched 24 Starlink satellites from California on July 18, bringing the active constellation to nearly 8,000. Raytheon delivered OCX GPS control software to the U.S. Space Force. Senate appropriators voted to restore funding for NASA Earth science and exploration missions in the 2026 budget. China unveiled a fusion laser facility in Mianyang, about 50% larger than the U.S. National Ignition Facility.
20 July 2025
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Ultimate 2025-2026 Desktop PC & All-in-One Showdown: Top Picks for Every User

Ultimate 2025-2026 Desktop PC & All-in-One Showdown: Top Picks for Every User

Dell dropped XPS, Inspiron, and OptiPlex in 2025, switching to Dell, Dell Pro, and Dell Pro Max tiers. HP unified consumer PCs under Omni branding the same year. NVIDIA launched the GeForce RTX 5090 at CES 2025 with 92 billion transistors and 32GB GDDR7. Industry trends point to AI accelerators in business desktops and increased use of recycled materials by 2030.
19 July 2025
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AI Stocks Soar as Nvidia Hits $4T, Apple Feels the Heat, and Musk Doubles Down – Daily Roundup

AI Stocks Soar as Nvidia Hits $4T, Apple Feels the Heat, and Musk Doubles Down – Daily Roundup

Nvidia briefly reached a $4 trillion market cap last week as shares hit a record $164.42, tripling its value since mid-2023. Meta pledged hundreds of billions for AI infrastructure, while Synopsys secured Chinese approval for its $35 billion Ansys deal. SpaceX will invest $2 billion in xAI, now valued at $113 billion. The Pentagon awarded up to $200 million each to OpenAI, Google, Anthropic, and xAI for agentic AI projects.
14 July 2025
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Chiplet Technology 2025: Design Tools, Yield Challenges, and Market Adoption

Chiplet Technology 2025: Design Tools, Yield Challenges, and Market Adoption

AMD reports up to 70% cost reduction in EPYC servers using chiplet architecture versus single-die designs. Chiplets allow mixing process nodes, as seen in Nvidia’s Grace Hopper and Intel’s Ponte Vecchio, and are now standard in HPC and AI. UCIe 1.0 launched in 2022, defining a universal die-to-die interface. Automotive chiplet adoption is set for 2025, with TSMC and Imec preparing qualified packaging and process kits.
13 July 2025
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Trusted Execution Environment (TEE) Hardware News – June–July 2025

Trusted Execution Environment (TEE) Hardware News – June–July 2025

Microsoft Azure will retire SGX-based DCsv2 confidential VM instances by June 30, 2026, with capacity restrictions starting July 1, 2025, and migration to AMD SEV-SNP or Intel TDX VMs. Intel’s 5th-Gen Xeon Emerald Rapids with TDX launched in Azure preview in April 2025. Linux kernel 6.16 added host TDX support mid-2025. Google Cloud now offers AMD SEV-SNP VMs on 4th Gen EPYC Genoa servers.
10 July 2025
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High-Performance Computing Highlights (June–July 2025): Exascale Era, HPC-AI Convergence, and Global Supercomputing Advances

High-Performance Computing Highlights (June–July 2025): Exascale Era, HPC-AI Convergence, and Global Supercomputing Advances

El Capitan at Lawrence Livermore National Lab topped the June 2025 TOP500 list with 1.742 exaFLOPS on HPL. Frontier at Oak Ridge ranked second with 1.353 exaFLOPS, followed by Aurora at Argonne with 1.012 exaFLOPS. JUPITER Booster debuted at #4, and Microsoft Azure’s Eagle placed fifth. Europe had three systems in the Top 10.
9 July 2025
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July 7th, 2025 AI Brief: Agents Transform Work, Half Million Tech Jobs at Risk & Global Policy Moves / Updated: 2025, July 7th, 12:00 CET

July 7th, 2025 AI Brief: Agents Transform Work, Half Million Tech Jobs at Risk & Global Policy Moves / Updated: 2025, July 7th, 12:00 CET

US tech firms have cut nearly 94,000 IT jobs to fund AI projects, with Microsoft planning 15,000 more layoffs by 2025. MIT found ChatGPT use lowers brain activity and memory, while Microsoft’s MAI-DxO system outperformed doctors in diagnostics. OpenAI confirmed GPT-5 will launch in summer, and Google released Veo 3 video AI to over 159 countries. BRICS leaders urged the UN to oversee global AI governance and copyright rules.
7 July 2025
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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 reached a $1 trillion valuation in 2023 and holds about 80% of the AI chip market, powering most modern AI models. The S&P 500’s Magnificent Seven now account for nearly 35% of the index’s market cap and have generated over 70% of its gains since early 2023. Microsoft invested $10 billion in OpenAI and integrated GPT models across its platforms. Amazon, Alphabet, AMD, Palantir, and IBM expanded AI offerings and reported rapid revenue growth.
2 July 2025
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Edge Computing Global News & Trends Roundup (June–July 2025)

Edge Computing Global News & Trends Roundup (June–July 2025)

Verizon Business launched the Edge Transportation Exchange, a 5G-based V2X platform piloted with Volkswagen and state agencies in Arizona, Delaware, and New Jersey. 1623 Farnam expanded its Omaha data hub by 1.5 MW. Rockwell Automation released OptixEdge for local factory data processing. Saudi Aramco’s Wa'ed Ventures invested in Ori to build edge AI infrastructure in the Middle East.
2 July 2025
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Semiconductor Industry Roundup (June–July 2025): Advanced Chips, Equipment, and Geopolitics

Semiconductor Industry Roundup (June–July 2025): Advanced Chips, Equipment, and Geopolitics

TSMC reported nearly 90% yield on its 3 nm process in summer 2025, far ahead of Samsung’s 50%. Intel detailed its 18A (1.8 nm) process at the June VLSI Symposium, with the first Panther Lake CPUs expected by late 2025. TSMC and Samsung target 2 nm mass production in late 2025 or early 2026. Micron announced a $200 billion US memory investment, backed by $275 million in CHIPS Act grants.
1 July 2025
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Cloud Computing and XaaS Developments (May–June 2025)

Cloud Computing and XaaS Developments (May–June 2025)

Salesforce agreed to acquire Informatica for $8 billion in May 2025. Microsoft partnered with xAI to host Grok 3 models on Azure. Red Hat and AMD expanded AI collaboration, while IBM and Oracle launched a cloud partnership. Q1 2025 global enterprise cloud infrastructure spending reached $94 billion, up 23% year over year.
30 June 2025
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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 forecasting $705 billion for 2025. Data-center AI chip sales rose to $112 billion, now the second-largest segment after smartphones. Memory revenue surged 72% and made up about a quarter of the market. Government subsidies for the sector will top $250 billion by 2025.
27 June 2025
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Stock Market Today

  • Brookfield Renewable Partners Positioned for Strong Growth in 2026 Amid Energy Security Concerns
    April 8, 2026, 10:44 PM EDT. Brookfield Renewable Partners (TSX:BEPC) is emerging as a key player in the 2026 energy landscape, driven by global energy security issues. With tensions in the Middle East disrupting oil supplies, demand for renewable energy and electric vehicles (EVs) is surging. Brookfield, a major Canadian renewable power supplier, benefits from these trends by providing clean energy to large corporate clients, including a recent 10-gigawatt deal with Microsoft. Unlike the competitive EV manufacturing sector, renewable power supply offers a stable growth avenue amid fuel supply uncertainties. Brookfield's joint nuclear projects and expanding contracts position it well for a strong run as countries shift away from fossil fuels.

Latest article

Why IREN Stock Is Back in Focus as AI Ambitions Meet Funding Fears

Why IREN Stock Is Back in Focus as AI Ambitions Meet Funding Fears

8 April 2026
IREN shares rose 1.8% to $35.74 Wednesday as investors assessed its $6 billion share program and shift from bitcoin mining to AI cloud services. The company’s revenue fell to $184.7 million last quarter, with a net loss of $155.4 million. IREN recently announced a five-year, $9.7 billion AI cloud deal with Microsoft. Options trading volume hit 103,000 contracts Tuesday, with sentiment described as mixed.
Amazon Stock Could Jump 50% as Wall Street Reconsiders Its $200 Billion AI Bet

Amazon Stock Could Jump 50% as Wall Street Reconsiders Its $200 Billion AI Bet

8 April 2026
Amazon closed at $213.77 Tuesday, with BNP Paribas maintaining a $320 price target, citing strong AI demand despite Amazon’s planned $200 billion capex for 2026. The company’s February forecast of higher spending sent shares down 11.5% after hours, even as AWS revenue rose 24% to $35.6 billion in the December quarter. Alphabet and Microsoft are also ramping up AI infrastructure spending.
Sensex Soars 2,946 Points, Nifty Near 24,000 After Iran Ceasefire and RBI Pause

Sensex Soars 2,946 Points, Nifty Near 24,000 After Iran Ceasefire and RBI Pause

8 April 2026
The Sensex surged 2,946 points to 77,562.90 on Wednesday, its best day in five years, as a U.S.-Iran ceasefire and steady RBI rates pushed Indian markets higher. Brent crude fell 14.4% to $93.49 a barrel, easing pressure on the rupee, which rose 0.5% to 92.58 per dollar. All 16 major sectors gained, led by financials and auto stocks. The RBI kept its repo rate at 5.25% and forecast slower growth ahead.
Netflix Stock Draws Fresh Institutional Buying Ahead of Earnings After Goldman Upgrade

Netflix Stock Draws Fresh Institutional Buying Ahead of Earnings After Goldman Upgrade

8 April 2026
Stock Yards Bank & Trust Co. increased its Netflix stake by 1,141.9% to 29,074 shares in Q4, while Ethos Capital Management disclosed a new 19,610-share position worth $1.84 million. The moves come ahead of Netflix’s April 16 earnings report and follow a Goldman Sachs upgrade to Buy with a $120 target. Insiders Reed Hastings and Greg Peters sold shares earlier this year under preset trading plans. Netflix last traded at $98.82.
Alphabet Stock (GOOG, GOOGL) Faces Split Fund Bets Ahead of Earnings After Fresh 13F Reports

Alphabet Stock (GOOG, GOOGL) Faces Split Fund Bets Ahead of Earnings After Fresh 13F Reports

8 April 2026
Zevenbergen Capital increased its Alphabet Class A share holdings by 27.4% in Q4, while Lombard Odier and Empirical Wealth Management reduced their Class C positions, according to April 7 filings. Alphabet will report first-quarter results on April 29. GOOG and GOOGL traded near $304 before Wednesday’s U.S. open. The filings reflect holdings as of December 31 and may not show current positions.
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