The relationship between the company and one of its top customers is getting notably more interesting.On reports that it has secured a new deal with a major company in the chip sector, Arm Holdings (ARM 6.28%) saw a leap in share price Wednesday. The U.K.-based semiconductor specialist's equity increased to close the day over 6% higher, crushing the 0.3% gain of the S&P 500 (^GSPC 0.34%) that trading session. Speculation about a new gigReuters published an article stating that leading mobile chip company Qu ...

SAN DIEGO, Oct. 01, 2025 (GLOBE NEWSWIRE) -- Johnson Fistel, PLLP, a leading stockholder rights law firm, is investigating potential claims on behalf of Monolithic Power Systems, Inc. (NASDAQ: MPWR) against certain officers and directors for breaches of fiduciary duties and violations of federal securities laws. What is Johnson Fistel Investigating?A previously filed securities fraud class action Complaint alleges that, Monolithic Power Systems, Inc., via certain of its officers, made false and/or misleadin ...

市场整体表现 - 美股市场在2025年10月1日经历震荡后展现出韧性，主要指数在早盘承压后反弹收高，科技股表现尤为突出 [1] - 道琼斯工业平均指数上涨0.1%至创纪录收盘高点，为连续第二天创纪录 [2] - 标普500指数上涨0.3%并创下收盘新高，纳斯达克综合指数上涨0.4%并接近其盘中及收盘纪录 [2] - 主要指数在第三季度表现强劲，纳斯达克指数飙升11.2%，标普500指数上涨7.8%，道琼斯指数上涨5.2% [2] - 年初至今，纳斯达克指数上涨17.3%，标普500指数上涨13.7%，道琼斯指数上涨9.1% [2] 市场面临的挑战 - 市场开盘走弱，因投资者对美国近七年来首次联邦政府停摆做出反应，标普500指数下跌约0.1%，纳斯达克指数亦小幅下滑 [3] - 政府停摆引发市场不确定性，可能导致经济数据发布延迟并引发对财政政策的担忧 [3] 经济数据与美联储政策 - 9月ADP就业报告显示私营部门就业人数减少32,000人，为自2023年3月以来最大月度降幅，加剧了对劳动力市场放缓的担忧 [4] - 疲软的ADP就业报告公布后，美国国债收益率下跌，10年期收益率降至4.106%，2年期收益率降至3.547% [4] - 政府停摆可能延迟关键经济数据的发布，包括原定于周五发布的9月非农就业报告，这将使美联储的决策过程复杂化 [5] - 投资者正越来越多地定价美联储在12月前再次降息 [4] 公司动态与个股表现 - 耐克公司公布第一财季业绩，营收同比意外增长1%，显著超出其此前给出的中个位数百分比下降的指引，调整后每股收益为0.49美元，远超分析师预期的0.26美元 [13] - Meta Platforms股价下跌近3%，自8月创纪录高点以来累计跌幅超过9%，此前公司宣布与CoreWeave达成140亿美元AI基础设施协议，并计划于12月开始基于AI聊天对话推荐广告 [13] - “七巨头”科技股表现分化，谷歌和微软下跌约1%，苹果和英伟达小幅上涨，特斯拉上涨3% [13] - Corteva宣布计划分拆为两家独立的上市公司，分别专注于作物保护和种子业务，此项免税交易预计于2026年下半年完成，公司重申其2025年全年业绩指引 [13] - Rocket Companies完成以142亿美元收购Mr. Cooper Group的交易，合并了美国最大的住房贷款发起机构和最大的抵押贷款服务商 [13] - Lithium Americas股价大涨，因美国能源部收购了该矿业公司5%的股份 [13] 未来市场关注点 - 美国经济分析局计划发布8月商品和服务国际贸易数据（10月7日）以及2025年第三季度GDP初步估计（10月30日） [6] - 关键通胀报告（CPI）定于10月15日发布，政府月度零售销售报告将于次日发布，这些数据对美联储货币政策决策至关重要 [7]

We recently published 10 AI Analyst Calls You Should Pay Attention To. INTC is one of the stocks analysts were recently talking about. Christopher Danely, Citi semiconductor analyst, explained in a recent program on CNBC why he downgraded Intel to sell. The analyst said Nvidia’s $5 billion investment in Intel Corp (NASDAQ:INTC) is “no big deal” and is not enough to “move the needle” for the stock. Here is how the analyst explained his reason:   “Obviously, there’s a lot of political pressure going on wi ...

We recently published 10 Stocks to Watch as Investors Scramble to Pour Money into AI Trade. Broadcom Inc (NASDAQ:AVGO) is one of the stocks that caught analysts' attention. Tom Hancock, GMO portfolio manager, said in a recent program on CNBC that Broadcom Inc (NASDAQ:AVGO) is a relatively safer AI play because of the company’s diversification. However, he said he does not hold “more” AVGO shares because of valuation. “Broadcom Inc (NASDAQ:AVGO) is more diversified and a safer play. AI is not its only bus ...

Table of Contents Expand Table of Contents Most of the S&P 500's top stocks this year are directly tied to AI. Michael Nagle / Bloomberg / Getty Images Close Key Takeaways The U.S. stock market entered the final quarter of the year near record highs, boosted by soaring AI stocks that have become increasingly critical for the market's performance. The Mag 7's "share prices are a daily referendum on whether AI is considered hype or reality,†wrote Christopher Gannatti, Global Head of Research at WisdomTree, in ...

We talk about anxiety in the market, we talk about a government shutdown. We worry about maybe the push and pull of trade deals, whether it's with Taiwan, whether it's with South Korea, and yet it is at a record high today. Micron's at a record high today.Fiona, do you just keep on allocating to the trade. It feels like it's that way. I mean, whilst we are seeing pockets of safe haven demand, so obviously we've seen gold trading at record high.We've seen the Japanese yen is strengthening against the US doll ...

We recently published 10 Stocks to Watch as Investors Scramble to Pour Money into AI Trade. NVIDIA Corporation (NASDAQ:NVDA) is one of the stocks that caught analysts' attention. Tom Hancock, GMO portfolio manager, recently talked about Nvidia’s $100 billion deal with OpenAI during an interview on CNBC. He believes the company is “losing” on the deal. “I think vendor financing has a pretty spotty history, frankly. It’s been a feature of past bubbles that we’ve seen. NVIDIA Corp (NASDAQ:NVDA) is basically ...

PDF Solutions licenses Tiber AI Studio from Intel Corporation and combines it with Exensio analytics to offer Exensio Studio AISANTA CLARA, Calif., Oct. 01, 2025 (GLOBE NEWSWIRE) -- PDF Solutions, Inc. (Nasdaq: PDFS), today announced the upcoming release of the next generation of its Exensio AI/ML (i.e. ModelOps) solution: Exensio Studio AI. For nearly 20 years PDF Solutions has provided leading data solutions for semiconductor manufacturing. Over the years, the scope of the PDF Solutions Platform has evolv ...

October has a reputation in the crypto world, earning it the name "UPtober" because it has historically been one of Bitcoin's strongest months. But this year, it's not just crypto that’s flashing green.My Money Calendar tool is showing the same seasonal upswing hitting the stock market this month.Right now, three stocks are lining up with powerful patterns that have played out with near-perfect reliability over the past decade.Wednesday: Chris Capre's Plan To Trade Shutdown VolatilityThe government shutdown ...