Invesco Semiconductors ETF

The Path of Enterprise AI Transformation

Intel Publishes Embodied AI Robot Safety Subsystem White Paper

Corient Private Wealth LLC Reduced Holdings in Lam Research Corporation

Jefferies Raises KLA Corp and Others' Ratings and Price Targets

Nvidia insiders sold $41.4 million worth of stock

Analyst notes China is unlikely to accept NVIDIA's H200 chips amid weakening US tech stocks

Market research report names AMD as a key player in the growing Image Signal Processor market.

Morgan Stanley SE Discloses Transactions with Aqua Acquisition Sub LLC

U.S. Trust Increases Broadcom Holdings Significantly

US AI tech stocks face a sell-off, sparking concerns about an AI bubble

Samsung Electronics Increases Share of HBM3E Chip Supply

Analysis indicates AMD's server market share has grown to 22% with its 'CPU+GPU' synergy solution

DRAM Shortage Forces PC Makers to Lower RAM Configurations and Raise Prices

Media releases cost analysis of NVIDIA's top B200 compute card, pointing to HBM memory as the main cost component

Financial media summarizes AMD's Q3 2025 financial results, with revenue up 36% year-over-year

JPMorgan Raises Broadcom Earnings Forecast and Target Price to $475

NVIDIA releases its biggest CUDA update in 20 years, introducing a new programming model.

Intel Options Trading and Open Interest

NVIDIA Option Volume and Open Interest Situation

Barclays Raises Broadcom Target Price to $500

AdvisorShares MSOS 2x Daily ETF

cbdMD

Tryhard

Roundhill Cannabis ETF

Neo-Concept

Amplify Seymour Cannabis ETF

AdvisorShares Pure US Cannabis ETF

Canopy Growth

RYTHM

Tilray Brands

INTC

Intel Close to Buying AI Chip Startup SambaNova for Around $1.6 Billion

marketscreener

Intel

Intel Close to Buying AI Chip Startup SambaNova for Around $1.6 Billion

Tech giants are pouring trillions of dollars into AI chips and data centers while the industry quietly faces a fork in the road between open source and proprietary models. AMD (AMD) chair and CEO Lisa Su and former IBM (IBM) CEO Sam Palmisano explain why that choice could shape the next era of computing.Bloomberg videos, provided by MT Newswires

- Tech giants are investing trillions of dollars in AI chips and data centers amid a critical decision point between open source and proprietary models.  
- AMD chair and CEO Lisa Su and former IBM CEO Sam Palmisano discuss the implications of this choice for the future of computing.  
- The article highlights how this decision could significantly influence the direction of the technology industry.  

Why Open Source AI Could Be the Best Bet for Developers and Investors

LRCX

Corient Private Wealth LLC reduced its stake in Lam Research Corporation by 1.1% in Q2, selling 20,865 shares. Lam Research's stock opened at $160.52, with a 12-month high of $169.69. The company reported Q2 earnings of $1.26 per share, beating estimates. Analysts raised price targets, with Evercore ISI setting it at $170.00. Lam Research announced a quarterly dividend of $0.26 per share.

Market Beat

Lam Research

Corient Private Wealth LLC Sells 20,865 Shares of Lam Research Corporation $LRCX

MSFT

NVDA

AAPL

Warren Buffett advises investing in the Vanguard S&P 500 ETF, which could turn $400 monthly into $835,000 over 30 years. The ETF provides exposure to influential companies like Nvidia, Apple, and Microsoft. Despite risks from concentration in top companies, the S&P 500 index fund has consistently generated attractive returns. Buffett believes it's the best way for average investors to gain stock market exposure, as beating the S&P 500 is challenging even for professionals.

- Warren Buffett advocates for investing in the S&P 500 index fund, citing its historical performance and ease of management for average investors.  
- The Vanguard S&P 500 ETF, which tracks 500 large U.S. companies, has the potential to turn $400 invested monthly into $835,000 over 30 years, based on past returns.  
- Despite risks from concentration in top holdings, Buffett emphasizes that the index fund has consistently generated attractive long-term returns, making it a reliable investment choice.

Motley Fool

Microsoft

NVIDIA

Apple

Warren Buffett Says Buy This Vanguard Index Fund -- It Could Turn $400 Per Month Into $835,000 With Help From Nvidia, Apple, and Microsoft

KLAC

SOXL

Jefferies upgrades KLA Corp to "buy" and raises its price target to $1,500, citing AI-driven demand surge from 2026. The brokerage also increases price targets for Applied Materials, Camtek, Lam Research, Nova, and Onto. AI is expected to boost semiconductor capital equipment demand, particularly in leading-edge technologies and DRAM. Jefferies notes lower interest rates favor a shift to analog. Year-to-date, KLAC is up 90%, AMAT 60%, CAMT 39%, LRCX 122%, NVMI 60%, while ONTO is down 6.2%.

Reuters

Direxion Semicon Bull 3X

BUZZ-Jefferies sees AI fueling semiconductor demand surge from 2026; upgrades KLA Corp

Bank of America pointed out that every major technological leap since the 19th century has spawned large-scale asset bubbles, and the scale of the AI revolution, supported by the government, is unprecedented. The rapid alternation between prosperity and recession will become the new normal, and all of this stems from the extreme expectation gap triggered by artificial intelligence technology—the gap between people's desire for an "abundant future" brought by AI and reality is creating persistent volatility. Although timing the market is the most difficult, the eventual burst of the AI bubble seems inevitable

- Bank of America reports that the global market has entered an unprecedented "bubble era," characterized by rapid cycles of boom and bust driven by extreme expectations surrounding AI technology.  
- The report highlights a historical link between major technological advancements and asset bubbles, noting that current AI-related investments are bolstered by government support, which extends the bubble's lifespan.  
- Despite signs of typical bubble characteristics in 2025, the report suggests that concentrated investments in leading assets, rather than diversification, may be the optimal strategy during this volatile period.

Wallstreetcn

C3.AI

Bank of America: AI opens a "new bubble era" endorsed by the government, where prosperity and collapse will become the norm

QCOM

Morgan Stanley Europe SE disclosed its opening position in relation to Aqua Acquisition Sub LLC, a subsidiary of Qualcomm Inc, under Rule 8.5 of the Takeover Code. The disclosure includes interests and short positions in relevant securities, cash-settled derivative transactions, and other dealings. The exempt principal trader is connected to Alphawave IP Group plc, and the disclosure date is 12 December 2025.

- Morgan Stanley Europe SE disclosed its position regarding Aqua Acquisition Sub LLC, a subsidiary of Qualcomm Incorporated, as of December 12, 2025.  
- The report details various transactions, including purchases and sales of common securities, as well as cash-settled and stock-settled derivatives.  
- Notably, the exempt principal trader holds 200,000 stock-settled derivatives and has made multiple purchases and sales at specified prices.

London Stock Exchange

Qualcomm

REG - Morgan StanleyEurope Qualcomm Inc - Form 8.5 (EPT/NON-RI) - Aqua Acquisition Sub LLC