Oct 01, 2025 • Zacks Commentary
SOMEWHAT-BULLISH
Cadence and TSMC Extend Partnership to Drive Next-Generation Innovation
CDNS deepens its TSMC alliance with AI-driven design, 3D-IC advances, new IP and key acquisitions to power next-gen chips.
Sep 29, 2025 • Benzinga
BULLISH
Tilray Brands, SNDL, Innoviz Technologies, Pony AI And Other Big Stocks Moving Higher On Monday - Better Home & Finance ( NASDAQ:BETR ) , BTQ Technologies ( NASDAQ:BTQ )
U.S. stocks were mixed, with the Nasdaq Composite gaining more than 100 points on Monday. Shares of Tilray Brands, Inc. ( NASDAQ: TLRY ) rose sharply during Monday's session.
Sep 29, 2025 • Zacks Commentary
SOMEWHAT-BULLISH
GlobalFoundries ( GFS ) Surges 8.4%: Is This an Indication of Further Gains?
GlobalFoundries (GFS) was a big mover last session on higher-than-average trading volume. The latest trend in earnings estimate revisions might not help the stock continue moving higher in the near term.
Sep 26, 2025 • Motley Fool
SOMEWHAT-BULLISH
Why GlobalFoundries Rallied on Friday
A "Wall Street Journal" report highlighted a new potential semiconductor tariff rule, boosting U.S. chip manufacturers.
Sep 26, 2025 • Benzinga
SOMEWHAT-BULLISH
Alchip and Ayar Labs Unveil Co-Packaged Optics for AI Datacenter Scale-Up
SAN JOSE, Calif., Sept. 26, 2025 ( GLOBE NEWSWIRE ) -- At the 2025 TSMC North America Open Innovation Platform® ( OIP ) Ecosystem Forum, Alchip Technologies, the high-performance ASIC leader, and Ayar Labs, a leader in co-packaged optics ( CPO ) for large-scale AI workloads, unveiled a CPO ...
Sep 26, 2025 • Benzinga
NEUTRAL
Trump's Chip Plan Could Mean Big Trouble For Apple And Dell - Apple ( NASDAQ:AAPL ) , Advanced Micro Devices ( NASDAQ:AMD )
The Trump administration is preparing a sweeping plan to cut U.S. dependence on foreign-made semiconductors and expand domestic manufacturing. The proposal would force chipmakers to produce in America the same number of semiconductors that their customers currently import.