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AMD's stock rose after a price leak revealed its upcoming Ryzen 7 9850X3D processor would be priced at approximately $553.
Semiconductor equipment suppliers Applied Materials and Lam Research are capitalizing on the AI boom, with the Wafer Fab Equipment market projected to surpass $105 billion in 2025.
U.S. tech stocks like Oracle and Broadcom rebounded in premarket trading after a heavy selloff that saw Broadcom lose $422 billion in market value over five days.
JPMorgan warns that "extreme crowding" in speculative growth stocks like Broadcom, which has fallen over 21%, creates high risk for a sharp market reversal.
Investment firm Cowen named Amazon and AMD its top stock picks for 2026, projecting price targets with over 30% upside driven by accelerating AI-related growth.
JPMorgan Chase boosts its 2026 data center capital expenditure growth forecast to over 50%, representing an incremental spending increase of more than $150 billion.
China has developed a prototype extreme ultraviolet (EUV) lithography machine, challenging ASML's monopoly and accelerating its push for semiconductor independence from the West.
Google and Meta are partnering on the 'TorchTPU' project to make Google's AI chips more compatible with the PyTorch framework, directly challenging Nvidia's software-enforced dominance in the AI hardware market.
Salesforce is positioned as an undervalued AI play, with its Agentforce product's annual recurring revenue growing 330% year-over-year to $540 million in the third quarter.
Amazon is in talks for a $10 billion investment in OpenAI, a deal contingent on the AI firm using Amazon's proprietary Trainium chips and valuing OpenAI at over $500 billion.
The Invesco PHLX Semiconductor ETF (SOXQ) posted a year-to-date gain of 41.02% as of December 16, 2025, driven by its concentrated holdings in top-performing semiconductor stocks.
AMD's stock price dipped after an analyst initiated a neutral rating, citing uncertainty from shifting semiconductor regulations in China.
A recent market analysis identifies AMD, Wingstop, and AAR as key growth stocks, with AMD projecting 27.1% revenue growth.
Chinese AI chip designer MetaX Integrated Circuits' upcoming IPO in Shanghai is priced to raise 4.2 billion yuan (US$596 million), implying a market capitalization of 37.7 billion yuan.
AMD's CEO visited key partner Lenovo in Beijing, reinforcing ties with its largest market outside the U.S., which accounted for 24% of the company's revenue in 2024.
Newegg's stock (NEGG) rose 2.97% on December 16, 2025, after the company hosted its 'AMD Game On Event' to bolster its community engagement strategy.
ClearML announced on December 16, 2025, its platform now supports partitioning for AMD's Instinct GPUs, allowing a single GPU to be split into 8 independent compute slices to improve hardware utilization.
Seagate's stock rose 118.3% in six months, driven by strong data center demand for its high-capacity storage solutions as the AI market expands.
Piper Sandler reiterated its Overweight rating and $280 price target on AMD, citing confidence in the company's AI product roadmap, including the new Helios system.
Arista Networks reaffirmed its AI revenue targets of $1.5 billion for 2025 and $2.75 billion for 2026, signaling strong growth in the competitive AI networking sector.