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AMD Expands AI Partnership With Cohere to Power Enterprise and Sovereign AI
Yahoo Finance· 2025-10-01 01:30
Advanced Micro Devices, Inc. (NASDAQ:AMD) is one of the Top AI Stocks in the Spotlight on Wall Street. On September 24, the company announced that it is it is expanding its global collaboration with Cohere, a security-first enterprise AI Company. The expanded collaboration will enable Cohere customers to run the company’s AI models on AMD Instinct GPU-powered infrastructure. Cohere customers will have access to Command A, Command A Vision, Command A Translate and North. AMD will also integrate Cohere’s No ...
A little-known chipmaker is getting buzz as the market's newest meme stock after a 79% surge
Yahoo Finance· 2025-10-01 01:05
Wolfspeed stock is jumping this week as the chipmaker emerges from bankruptcy. Some data shows the stock up as much as 2,500% in two days, but the reality is more complicated. Here's what's going on with the latest meme-like rally. The move: Wolfspeed stock rose as much as 46% on Tuesday, hitting a high of $32.26 early in the session. The gains extended its rally to as much as 79% in the last two days. Why: On Monday, Wolfspeed announced that it had successfully exited Chapter 11 bankruptcy protecti ...
3M participates in JOINT3, a next-generation semiconductor packaging consortium
Prnewswire· 2025-10-01 01:00
JOINT3 is a co-creation evaluation platform established by Japan-based Resonac Corporation with the aim of accelerating the development of tools optimized for panel-level organic interposers, the thin layers made from organic materials that connect different parts of an electronic device, helping to manage electrical signals and power between components. Continue Reading Accessibility StatementSkip Navigation ST. PAUL, Minn., Sept. 30, 2025 /PRNewswire/ -- 3M has joined the next-generation semiconductor pa ...
Nvidia, Meta Thriving On 'Middle-Class Rip-Off' As Power Costs Spiral 267% Amid AI Boom: Larry McDonald
Benzinga· 2025-10-01 00:46
Tech giants like NVIDIA Corp. (NASDAQ:NVDA), Microsoft Corp. (NASDAQ:MSFT) and Meta Platforms, Inc. (NASDAQ:META) are thriving amid what market strategist Larry McDonald calls a "middle-class rip-off," as electricity costs tied to AI data centers soar.NVDA stock just reached an all-time high. See all the details here. McDonald warned about the prosperity of AI being unevenly distributed in a social media post. Read Next: President Trump Lights Up Cannabis Stocks With Pro-CBD Truth Social Post "ALERT – Nvidi ...
Taiwan will not agree to 50-50 chip production deal with US, negotiator says
Reuters· 2025-10-01 00:20
Taiwan will not agree to a deal with the United States for half of all semiconductor production to take place in the country, the island's top tariff negotiator said on Wednesday after returning home. ...
US trade rep tells Kudlow tariffs are part of policy landscape going forward
Youtube· 2025-09-30 23:30
美国贸易政策框架 - 当前存在两种关税计划:互惠关税根据各国对美贸易顺差规模设定不同税率,例如部分国家为10%,中国最高[8];部门关税针对对经济和国家安全至关重要的制造业领域,如钢铁、铝、汽车、制药和未来的半导体[9][10] - 两种关税不会叠加,若某商品同时适用两种关税,则仅按部门关税执行,例如近期签署的基于国家安全的木材关税[12][13] - 贸易政策被视为国内政策,核心目标是增加美国就业和回流制造业,尽管涉及他国也带有外交属性[14][15] 针对特定行业的关税措施 - 计划对制药征收100%关税,对厨柜征收50%,对重型卡车征收25%,对软体家具征收30%,具体生效时间待定[7] - 部门关税重点覆盖钢铁、铝、汽车、制药及未来半导体等行业,旨在保障关键供应链安全并推动制造业回流[10] - 部分国家如加拿大对好莱坞电影设限,要求美国电影公司将其30%收入投入当地电影制作,变相构成收入转移[2][4] 对华贸易关系 - 美国对华平均关税约为55%,远高于中国对美关税,今年对华贸易逆差已缩减30%[17][18] - 政策目标并非脱钩,而是寻求稳定、平衡的非敏感商品贸易,避免经济胁迫和意外干扰[18] - 近期在马德里与中方就TikTok交易进行谈判,已获得中方高层明确批准意向,美方对达成协议信心较强[16][19][20] 关税实施进展与影响 - 新关税措施尚未全面生效,需先完成调查评估,总统态度积极但未给出硬性时间表[5][6][7] - 年度关税收入约3000亿美元,但目前未观察到商品价格因关税明显上涨,部分领域甚至出现下降[21] - 与东南亚国家如马来西亚正推进市场开放协议,预计总统10月底亚洲之行期间签署部分协议[22][23] 法律与政策工具 - 若AIPA诉讼未获最高法院支持,将转向更耗时的232条款(国家安全)和301条款(不公平贸易)作为替代工具[24][25] - 当前232条款关税未受最高法院诉讼挑战,301条款对华关税已获联邦巡回法院支持,法律基础稳固[26]
More Record Closing Highs as Fed Government May Be Closing
ZACKS· 2025-09-30 23:26
Key Takeaways A Pending Government Shutdown Did Not Shy Away Market BullsJOLTS Numbers Came In Higher, Chicago Business & Consumer Confidence LowerNIKE Beats Q1 Earnings, Swings to Positive Revenue GrowthTuesday, September 30, 2025Three of the four top market indexes notched fresh all-time closing highs today on renewed exuberance for AI, with NVIDIA (NVDA) becoming the first company ever to reach a market capitalization of $4.5 trillion. Even the small-cap Russell 2000, which spent most of the session in t ...
'$1 Trillion Club' ETF Gives Investors Exposure to Tech Giants—And Bitcoin
Yahoo Finance· 2025-09-30 22:32
An exchange-traded fund tracking trillion dollar assets, including tech and crypto-related companies and products, debuted on Tuesday, the latest ETF to give U.S. investors exposure to the fast-growing digital asset and AI space. Miami, Florida-based Defiance ETFs' Defiance Trillion Dollar Club Index ETF, which trades as TRIL, tracks the performance of the BITA Trillion Dollar Club Index, or "trillion dollar club," an index made up of companies such as Nvidia, Tesla, Microsoft, Apple, Alphabet, Amazon, and ...
Marvell has ‘huge potential,' these analysts say. Here's why they downgraded the stock anyway.
MarketWatch· 2025-09-30 22:27
TD Cowen analysts cited a "dynamic of volatility and limited visibility,†saying there are cleaner narratives elsewhere in the chip sector. ...