Today: 22 June 2026
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NASDAQ:AMD 27 June 2025 - 20 July 2025

Intel shares closed at $133.99 on June 18, up 10.64% before the Juneteenth holiday, with the stock hitting a new high. AMD also advanced, finishing at $537.37, up 4.9%. For the holiday-shortened week, Intel climbed 7.6% and AMD rose 5.0%, while the Philadelphia Semiconductor Index gained 7.3%, outperforming the Nasdaq’s 2.4% increase. President Donald Trump stated that Apple agreed to work with Intel on U.S. chip design and manufacturing, though neither company confirmed details. U.S. cash equities were closed for Juneteenth, but futures traded in a shortened session, with Nasdaq 100 futures leading and S&P 500 futures also gaining. Markets experienced volatility, shifting from a hawkish Federal Reserve stance to a pause due to concerns over Iranian oil. Rackspace Technology surged 33.8% after announcing a deal with AMD to provide 30 megawatts of AMD-powered AI compute, with phased rollout from late 2026 through 2028. Earlier in the week, tech and chip stocks rebounded as oil prices fell and inflation worries eased, with the S&P 500, Nasdaq, and Dow all posting gains. Invesco QQQ Trust jumped 3.1% as tech stocks led the market higher, while crude oil prices dropped following a preliminary U.S.-Iran deal. AMD received a Buy upgrade from Citi, which raised its price target to $575, citing strong demand for AI chips and GPUs. AI chip stocks were boosted by AMD’s upgrade and news of SK Hynix planning a Nasdaq listing, though Nvidia remained flat and some peers lost ground. Markets remain focused on the Federal Reserve’s upcoming rate decision.
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

  • New India Assurance Shares Rally on NSE IPO Filing
    June 22, 2026, 12:36 AM EDT. New India Assurance shares gained momentum after the company filed a draft red herring prospectus (DRHP) indicating plans to sell up to 1.05 crore shares on the National Stock Exchange (NSE) through an offer for sale. This move has sparked investor interest and hopes of a valuation re-rating for the insurer. The DRHP filing is a preliminary step in the company's initial public offering (IPO) process, signaling potential market debut and capital raising.

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Cognizant (NASDAQ: CTSH) Slides 10% as Nasdaq-100 Exit Nears

Cognizant (NASDAQ: CTSH) Slides 10% as Nasdaq-100 Exit Nears

22 June 2026
Cognizant shares plunged 10.49% to $43.70, erasing $2.4 billion in equity value—more than its $2 billion 2026 buyback target—after Accenture’s narrowed growth outlook, a Berenberg downgrade, and looming Nasdaq-100 removal, even as S&P 500 and Nasdaq rallied; investors now eye Q2 guidance as the next key test.
Pentagon Could Outpace Tech Giants on Small Nuclear Projects

Pentagon Could Outpace Tech Giants on Small Nuclear Projects

22 June 2026
Valar Atomics’ Ward 250 became the first DOE-authorized advanced reactor built outside a national lab to achieve criticality, signaling a shift as U.S. defense demand accelerates small nuclear deployment, with the Army allocating over $2 billion for microreactors—moving the sector from policy to production and raising near-term demand expectations.
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