NASDAQ:SNPS

AI Stock Frenzy: Oracle & Nebius Surge While Synopsys Plummets in 48 Hours (Sept 9–10, 2025)

Oracle forecasted $500 billion in cloud orders, sending shares up 27% after hours and 31% in Frankfurt. Nebius Group stock jumped 47% after a $17.4 billion GPU cloud deal with Microsoft. Synopsys shares fell 18.5% after missing Q3 revenue estimates, citing China export curbs. Google Cloud reported a $106 billion sales backlog, including $58 billion in new AI cloud commitments.

10 September 2025

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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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Mixed-Signal and RF Components: June–July 2025 Industry Report

Mixed-Signal Devices launched the MS4022 RF synthesizer on June 16, generating 675 MHz–22 GHz with 25 fs RMS phase jitter. Falcomm and GlobalFoundries reported 50% PAE in a 13 GHz CMOS power amp. 3GPP finalized Release 20 for early 6G research on June 18. The U.S. lifted EDA tool export restrictions for China on July 3, restoring access to Synopsys, Cadence, and Siemens.

9 July 2025

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100 Semiconductor Giants Powering the Modern World

Samsung Electronics regained the top spot in global semiconductor revenue in 2024 at $66.5 billion. TSMC controls about 61% of foundry revenues, while NVIDIA leads fabless chip sales with $124.3 billion. ASML remains the sole supplier of EUV lithography machines. Synopsys and Cadence together hold 74% of the EDA market.

22 June 2025