Briefing

Advanced Micro Devices, Inc. (NASDAQ: AMD) has once again demonstrated its resilience and strategic depth, reporting record revenue of $7.7 billion in the second quarter of 2025, up 32% year-over-year. While the headline GAAP results include an operating loss of $134 million—largely due to an $800 million inventory write-down tied to U.S. export restrictions on its MI308 data … [Read more...] about AMD Delivers Record Q2 Revenue Despite Export Headwinds, Signals Strong AI and Server Momentum Ahead

President Trump's renewed push for aggressive semiconductor tariffs is shaking the foundation of the very market sector that has powered America’s economic engine in recent years. By targeting chips—the irreplaceable brains of everything from smartphones to AI data centers—his administration isn’t just starting another trade skirmish. It’s potentially detonating the core of the … [Read more...] about Tariffing the Future: How Trump’s Semiconductor Crackdown Could Unravel the Stock Market

Broadcom Inc. (NASDAQ: AVGO) is reinforcing its leadership position at the convergence of AI and high-performance networking with the launch and shipment of the Jericho4 ethernet fabric router — a highly specialized solution aimed at unlocking the full potential of distributed AI infrastructure. This isn't just another incremental improvement in networking gear; Jericho4 marks … [Read more...] about Broadcom Powers Distributed AI Infrastructure With Jericho4: A Strategic Advantage for AVGO Stock

As August opens with a storm of volatility, all eyes are on President Trump—not just for the tariffs he’s unleashed, but for what he might do next to soothe jittery investors. Friday’s devastating jobs report, revealing just 73,000 new positions in July and downward revisions to prior months, ignited a broad market sell-off. Overlay that with fresh tariff hikes scheduled for … [Read more...] about Trump’s Market Playbook: What Measures Might He Take to Calm Wall Street Now?

The announcement that Taiwan Semiconductor Manufacturing Company (TSMC) is preparing to shift its cutting-edge 2nm chip production technology to the United States is more than a headline about global supply chain diversification—it could mark a pivotal elevation for U.S.-traded TSMC shares (ticker: TMC) and reposition the stock from a cyclical semiconductor play to a long-term … [Read more...] about TSMC’s 2nm Breakthrough in the U.S. Could Elevate TMC Shares to a New Strategic Tier