Qualcomm (QCOM) announced on Monday that it is acquiring open-source hardware and software developer Arduino, as it seeks to further grow its footprint in the edge computing space and push beyond its heavy reliance on the smartphone market. The companies did not release pricing details of the acquisition. Qualcomm previously acquired edge computing company Foundries.io in March 2024 and announced it was acquiring Edge Impulse in March 2025. Edge computing includes computers that help power processing fa ...

NVIDIA Corporation (NASDAQ:NVDA) is one of the AI Stocks Investors Are Watching Closely. On October 3, Bank of America reiterated the stock as “Buy” stating that the stock remains a top idea. “We continue to prefer NVDA as our top AI pick, levered to the most critical compute (accelerator) and networking (scale-up links/switches, scale-out switches, NICs, DPUs), components of the $1.2tn potential data center capex.” NVIDIA Corporation (NASDAQ:NVDA) specializes in AI-driven solutions, offering platforms ...

All right. Remember like a couple days ago, it feels like we were really worried about concentration risk and then we just got all these announcements about data centers and deals between Nvidia and Open AI and AMD and Open AI. Should we still be worried about concentration risk or is AI in this trade so powerful that it's something that well we should keep in mind but just keep investing.over the long run. This is a classic capex cycle and most these capex cycles end poorly with a bare market in some cases ...

VCO Instruments has announced the launch and first multi-tool order of its new Lumina Plus system purchased by Rocket Lab to expand US space compound semiconductor production for solar technology under the Chips and Science Act. The Luminina Plus platform offers the largest batch size, best throughput, and lowest cost per wafer in the industry. This investment will double Rocket Lab's space gradede solar cell production and strengthen its long-standing partnership with VCO. Brad Cleinger, vice president of ...

The major U.S. index futures are currently pointing to a roughly flat open on Tuesday, with stocks likely to show a lack of direction after ending the previous session mostly higher.Traders may be reluctant to make significant moves as they keep an eye on developments on Washington, where lawmakers once again failed to pass a temporary spending bill last night.While traders have largely shrugged off the government shutdown in recent sessions, the subsequent lack of major U.S. economic data may keep some in ...

Geneva, Switzerland, Oct. 07, 2025 (GLOBE NEWSWIRE) -- SEALSQ’s CEO Carlos Moreira to Participate in the Panel: “Rewiring the Future with AI and Quantum Computing” —on October 7–9, 2025, SEALSQ Corp (NASDAQ: LAES) ("SEALSQ" or "Company"), a company that focuses on developing and selling Semiconductors, PKI, and Post-Quantum technology hardware and software products, today announced its participation in the 10th Horasis Global Summit, to be held in São Paulo, Brazil, on October 7–9, 2025. This year’s summi ...

Investor Brad Gerstner warned on Monday that OpenAI’s recent deals with Nvidia (NASDAQ:NVDA) and Advanced Micro Devices (NASDAQ:AMD) remain announcements rather than actual deployments. Therefore, he urged caution.Speaking to CNBC, the Altimeter Capital founder said, “Now we will see what gets delivered. Ultimately, the best chips will win,” emphasizing that execution, not hype, will determine which companies dominate the next phase of the artificial intelligence race.For context, AMD surged in premarket tr ...

With a market cap of $20.6 billion, ON Semiconductor Corporation (ON), also known as onsemi, is a global semiconductor supplier headquartered in Scottsdale, Arizona. Established in 1999 as a spin-off from Motorola's Semiconductor Products Sector, it specializes in intelligent power and sensing technologies. The company serves diverse industries, including automotive, industrial, communications, computing, consumer electronics, medical, and military/aerospace sectors. The chip titan is poised to announce i ...

Advanced Micro Devices (NASDAQ:AMD) stock hoped to continue its upbeat mood after closing 23.7% on Monday after it inked a partnership with OpenAI. The company was up 3.8% in premarket trade on Tuesday. AMD's shares soared after the company announced ...

By Stephen Nellis SAN FRANCISCO (Reuters) -Gaps in efforts by the U.S. and allies to restrict China's ability to manufacture advanced computing chips have allowed China to buy nearly $40 billion of sophisticated chipmaking gear, according to a bipartisan investigation by U.S. lawmakers. U.S. Democratic and Republican administrations have tried to restrict China's ability to make microchips, viewing the industry as crucial for national security. But inconsistencies in rules issued by the United States, J ...