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Qualcomm bets on Arm's latest chip blueprint in AI push - report
Proactiveinvestors NA· 2025-10-01 21:19
About this content About Ian Lyall Ian Lyall, a seasoned journalist and editor, brings over three decades of experience to his role as Managing Editor at Proactive. Overseeing Proactive's editorial and broadcast operations across six offices on three continents, Ian is responsible for quality control, editorial policy, and content production. He directs the creation of 50,000 pieces of real-time news, feature articles, and filmed interviews annually. Prior to Proactive, Ian helped lead the business outpu ...
新股前瞻|年营收近60亿元、卡位“黄金”赛道,晶晨半导体冲击“A+H”上市可期?
智通财经网· 2025-10-01 21:15
"A+H"阵营预计再添一名"悍将"。 据港交所披露,9月25日,晶晨半导体 (上海) 股份有限公司 (以下简称"晶晨半导体")正式 向港交所主板 提交上市申请书,中金公司及海通国际为联席保荐人。 该公司成立于2003年,其业务历史可追溯至 1995 年。发展至今,晶晨半导体已成为一家 全球布局、世界领先的系统级半导体系统设计厂商。根据弗若斯特沙利文报告,按 2024 年的相关收入 计,晶晨半导体在专注于智能终端 SoC 芯片的厂商中位列全球第四,在家庭智能终端 SoC 芯片领域位 列中国大陆第一、全球第二。 2019年3月22日,晶晨半导体作为"001号"企业获科创板受理,引发了市场高度关注。同年8月8日,晶晨 以38.5元发行价登陆科创板,开盘即暴涨至149元,较发行价飙升287%。截止9月29日收盘,其股价报 于105.49元,总市值为444.22亿元。 作为科创板首批受理企业中排位第一的"明星考生",晶晨半导体的科创板上市之路显然备受热遇。那 么,此次公司赴港上市,又将在港股市场书写什么投资故事呢? 透过收入结构来看,晶晨半导体也成功摆脱了对单一产品的依赖,形成了多元业务版图,且均处于高景 气赛道,目前 ...
Zyphra Taps IBM, AMD To Build Next-Gen AI Superagent
Yahoo Finance· 2025-10-01 21:10
International Business Machines (NYSE:IBM) and Advanced Micro Devices (NASDAQ:AMD) announced on Wednesday a strategic collaboration to provide Zyphra, a San Francisco-based open-source AI company, with advanced AI infrastructure. Under a multi-year agreement, IBM will host a large cluster of AMD Instinct MI300X GPUs on IBM Cloud to support Zyphra’s training of multimodal foundation models, marking one of the largest generative AI training deployments to date using an AMD stack. Zyphra, which recently comp ...
Stock Market Today: Dow Advances Amid Shutdown Worries; Buffett Eyes Massive Deal (Live Coverage)
Investors· 2025-10-02 04:47
INVESTING RESOURCES Take a Trial Today Get instant access to exclusive stock lists, expert market analysis and powerful tools with 2 months of IBD Digital for only $20! BREAKING: Futures Fall With Government Shutdown Underway Futures for the Dow Jones Industrial Average and the other major stock indexes traded lower Wednesday as Wall Street reacted to the U.S. government shutdown. Up next is the ADP employment report. Meanwhile, Astera Labs (ALAB), Nvidia (NVDA) and Tesla (TSLA) were early losers on the st ...
An individual stock can change your life, says Cramer
Youtube· 2025-10-01 21:07
An individual stock can change your life. If there's one overarching theme of how to make money in any market, which today came out, this is the first day, it's that one stock can create tremendous wealth for you, provided that you own it for the long haul. You don't trade in and out of it, and you let your gains compound.What does that mean in the heat of the bull versus the bear that goes on every day here in the minuscule stuff that you have to think about. Well, I mean today Dow only gained 82 points, S ...
Nvidia Rally Hands Ken Fisher $2.36 Billion Windfall In Just 3 Months
Benzinga· 2025-10-01 21:02
Billionaire Ken Fisher just turned Nvidia Corp's (NASDAQ:NVDA) latest rally into a $2.36 billion paper windfall. The fund manager is reaping big rewards from his Nvidia bet, as the chip giant's stock surged 18% from $157.99 on June 30 to $186.58 on September 30.Track NVDA stock here.A Massive Stake, A Massive GainFisher Asset Management owns 82.51 million shares of Nvidia, making it one of the firm's most prominent single-stock positions. As of June 30, those shares were worth $13.04 billion. Fast-forward t ...
Exclusive: Qualcomm shifts chips to newer Arm tech as competition with Apple, MediaTek heats up
Reuters· 2025-10-01 21:01
Qualcomm has shifted its flagship chips to the latest generation of Arm Holdings' computing architecture with new features aimed at better AI performance, sources familiar with the matter said, a move... ...
Broadcom Showcases Industry-Leading Quality and Reliability of Co-Packaged Optics
Globenewswire· 2025-10-01 21:00
Meta Test Results Confirm One Million Link Flap-Free CPO 400G Port Device HoursPALO ALTO, Calif., Oct. 01, 2025 (GLOBE NEWSWIRE) -- Broadcom Inc. (NASDAQ: AVGO), a global leader in semiconductor and infrastructure software solutions, today announced a significant milestone in the deployment of Co-Packaged Optics (CPO) technology, highlighting one million cumulative 400G equivalent port device hours of flap-free CPO operation at Meta1. This achievement underscores the maturity, robustness, and production-rea ...
‘2 Out of 3 Ain’t Bad’ When It Comes to Charting the S&P 500’s Top 3 Stocks
Yahoo Finance· 2025-10-01 20:45
What’s for dinner? Meatloaf! You might be picturing an iconic scene from The Rocky Horror Picture Show, Will Ferrell in Wedding Crashers screaming “Ma, the meatloaf!” as he entertained new friends, or the singer Meat Loaf, born as Marvin Lee Aday. More News from Barchart That singer will be forever known for his hit “Two Out of Three Ain’t Bad.” And it turns out that’s exactly what I think right now about the trio of uber-large-cap stocks leading the S&P 500 Index ($SPX) and the Nasdaq-100 Index ($IUX ...
Could This Be One of Jim Cramer's New Favorite AI Stocks Right Now?
247Wallst· 2025-10-01 20:35
Mad Money host Jim Cramer has made it pretty clear in the past that Nvidia (NASDAQ:NVDA) was his favorite AI stock. ...