Today: 24 June 2026
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NASDAQ:AMD 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 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

  • Netflix Shares Dip Amid Concerns Over Ad Expansion and Gaming Launch
    June 24, 2026, 3:52 PM EDT. Netflix shares fell about 0.5% to $72.45, near a 52-week low, as investors weighed concerns over the company's stalled acquisitions and growth strategies. The streaming giant recently withdrew from a Warner Bros Discovery deal, raising doubts about near-term catalysts. Netflix is expanding its ad offerings through a partnership with Omnicom Media to use AI-driven targeted advertising, aiming to boost revenue. Additionally, Netflix plans to launch a new ad-free horror game, Unhinged, on June 30. Despite these moves, analysts remain cautious about whether ads and gaming can offset slowing subscriber growth and competitive pressures, as Netflix's U.S. streaming share dropped from 21% to 17% in two years.
Absci rises on Phase 1 ABS-201 update and $100 million raise

Absci rises on Phase 1 ABS-201 update and $100 million raise

24 June 2026
Absci shares soared 35% to $10.01 after early safety data showed its experimental hair-loss antibody ABS-201 was well tolerated in Phase 1, with no serious adverse events, and the company raised $100 million in a stock offering to fund further trials; interim proof-of-concept efficacy data are expected in the second half of 2026.
AT&T shares dip as fiber build-out runs into legacy line disputes

AT&T shares dip as fiber build-out runs into legacy line disputes

24 June 2026
AT&T shares dropped $0.34 to $22.48 after the company forecast second-quarter free cash flow of $4–$4.5 billion, below the $4.6 billion analyst estimate, as it expands fiber in East Cleveland and faces regulatory pushback on retiring copper phone service in California.
Netflix slides as deal concerns weigh on ad, gaming moves

Netflix slides as deal concerns weigh on ad, gaming moves

24 June 2026
Netflix shares slid 0.5% to $72.45, near 52-week lows, as investors worried about stalled growth, failed Warner Bros Discovery talks, and lack of near-term catalysts, despite new ad and gaming pushes and an Omnicom AI ad partnership; Netflix’s U.S. streaming share fell to 17% from 21% in two years.
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