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Stock Market Today: Dow Dips As Speaker Johnson Says This; Nvidia Extends Gains (Live Coverage)
Investors· 2025-09-30 23:00
IBD Videos 9/29/2025Indexes gained in Monday's stock market even as investors awaited updates about a looming government shutdown. 9/29/2025Indexes gained in Monday's stock market even as investors awaited... 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! TRENDING: Robinhood Leads 7 Top S&P 500 Stocks In 2025 Futures for the Dow Jones Industrial Average and the other major stock indexes ...
Micron Technology, Inc. (MU): A Bull Case Theory
Yahoo Finance· 2025-09-30 22:43
We came across a bullish thesis on Micron Technology, Inc. on Investing With Purpose’s Substack. In this article, we will summarize the bulls’ thesis on MU. Micron Technology, Inc.'s share was trading at $156.83 as of September 25th. MU’s trailing and forward P/E were 20.66 and 11.20 respectively according to Yahoo Finance. Top 10 Stocks Offering High Upside Potential in Data Centers and AI Source:Pixabay Micron Technology (MU) sits at the convergence of a rare memory upcycle and a secular AI spending b ...
Intel Corporation (INTC): A Bull Case Theory
Yahoo Finance· 2025-09-30 22:43
We came across a bullish thesis on Intel Corporation on Long-term Investing’s Substack by Sanjiv. In this article, we will summarize the bulls’ thesis on INTC. Intel Corporation's share was trading at $31.22 as of September 24th. INTC’s trailing and forward P/E were 88.08 and 47.39 respectively according to Yahoo Finance. Intel (INTC) Stock: Morgan Stanley Reiterates Equal Weight, Cautious on Turnaround Photo by Slejven Djurakovic on Unsplash Intel Corporation (INTC) has been navigating a turbulent peri ...
Authorized Distributor Mouser Offers Design Engineers and Buyers the Latest Technologies from Renesas Electronics
Businesswire· 2025-09-30 22:40
DALLAS & FORT WORTH, Texas--(BUSINESS WIRE)--Mouser Electronics, Inc., an authorized global distributor of semiconductors and electronic products, is stocking the newest products from Renesas Electronics, a world leader in secure solutions for embedded applications. With over 28,000 Renesas parts available to order, including nearly 10,000 in stock and ready to ship, Mouser offers a wide portfolio of the newest Renesas solutions, adding new products daily. The Renesas RA8P1 microcontrollers, av. ...
People are chasing AI stocks like 'dogs chase cars' — and a crash looks certain, veteran investor Bill Smead says
Business Insider· 2025-09-30 22:29
The AI boom is a "bubble" driven by the "momentum" of soaring stocks like Nvidia, fund manager Bill Smead has said. "Dogs chase cars, and people chase stocks," Smead Capital Management's founder and chief investor told Business Insider in an interview.Nvidia shares have surged 12-fold since the start of 2023, supercharging the AI chipmaker's market value to an unprecedented $4.4 trillion. Palantir shares have soared 28-fold over the same period, valuing the maker of AI-powered data-analysis software at ar ...
Micron Technology Just Delivered A Record-Breaking Quarter, With More To Come
Seeking Alpha· 2025-09-30 22:28
Micron Technology, Inc. (NASDAQ: MU ), one of my top AI/computing-driven businesses to invest in, has recently published its financial results for full FY 2025 , and let me tell you—there's a handful of great newsWelcome to Cash Flow Venue, where dividends do the heavy lifting! Blending my financial chops with the timeless wisdom of value investing (and love for steady income), I’ve built a rock-solid pillar in my financial foundation through dividend investing. I believe it’s one of the most accessible pat ...
Semtech jumps over 5% on Oppenheimer upgrade to Outperform (SMTC:NASDAQ)
Seeking Alpha· 2025-09-30 22:18
Semtech (NASDAQ:SMTC) shares jumped nearly 5.5% during early trading hours on Tuesday as Oppenheimer upgraded the semiconductor firm to Outperform from Perform. Oppenheimer set a price target of $81, stating that Active Copper Cable (ACC) adoption to accelerate beginning in F4Q. ...
Nvidia's China Nightmare Deepens—Huawei's Chip Army Is Coming
Benzinga· 2025-09-30 22:07
Nvidia's dominance in AI chips just hit a serious test. Huawei is ramping up production at breakneck speed, signaling that the Chinese tech giant isn't just competing—it's mobilizing a full-fledged "chip army" to challenge Nvidia in its own backyard.Track NVDA stock here.Huawei Doubles DownHuawei plans to double the production of its Ascend 910C AI chips in 2026, targeting about 600,000 units, and scale its Ascend series to around 1.6 million dies overall, reported Bloomberg.This isn't just a volume play—it ...
Nvidia, Broadcom supply chains 'sound the best,' with upward revisions coming: KeyBanc (NVDA:NASDAQ)
Seeking Alpha· 2025-09-30 22:00
Following recent channel checks, the supply chains of Nvidia (NASDAQ:NVDA) and Broadcom (NASDAQ:AVGO) “sound the best,” as upward revisions are coming to chip-on-a-wafer-substrate supply, KeyBanc Capital Markets said. “NVDA is now revising up its [chip-on-a-wafer-substrate] demand modestly this year to 370K interposers, which ...
Qnity to Preview New Brand and Product Launches at SEMICON West 2025
Prnewswire· 2025-09-30 22:00
Accessibility StatementSkip Navigation Qnityâ"¢, the Qnity Node Logo, and all products, unless otherwise noted, denoted with â"¢Â or  are trademarks, trade names or registered trademarks of affiliates of Qnity Electronics, Inc. Qnity DuPont Logo (PRNewsfoto/DuPont) WILMINGTON, Del., Sept. 30, 2025 /PRNewswire/ -- Qnity, DuPont's Electronics business, today announced that it will be exhibiting at SEMICON West, Oct. 7-9, in Phoenix, Ariz. Following DuPont's intended spin-off of its electronics business ta ...