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Nvidia, Broadcom, Marvell Poised To Gain Big From $1.2 Trillion AI Spending Wave By 2030: Analyst - NVIDIA ( NASDAQ:NVDA )

https://www.benzinga.com/analyst-stock-ratings/analyst-color/25/10/48020649/nvidia-broadcom-marvell-poised-to-gain-big-from-1-2-trillion-ai-spending-wave
U.S. chipmakers including NVIDIA Corp ( NASDAQ:NVDA ) , Broadcom Inc ( NASDAQ:AVGO ) , Advanced Micro Devices Inc ( NASDAQ:AMD ) , Marvell Technology Inc ( NASDAQ:MRVL ) , and Credo Technology Holding Ltd. ( NASDAQ:CRDO ) are set to benefit from a massive wave of artificial intelligence ...

New to Investing? This 1 Computer and Technology Stock Could Be the Perfect Starting Point

https://www.zacks.com/stock/news/2761445/new-to-investing-this-1-computer-and-technology-stock-could-be-the-perfect-starting-point
Wondering how to pick strong, market-beating stocks for your investment portfolio? Look no further than the Zacks Focus List.

Stock Market News for Oct 3, 2025

https://www.zacks.com/stock/news/2761411/stock-market-news-for-oct-3-2025
Wall Street closed higher on Thursday, driven by tech and industrial stocks.

Stock Market Today: Nasdaq, Dow Futures Gain On 3rd Day Of Shutdown-Rumble, Riggeti, Kodiak In Focus - SPDR S&P 500 ( ARCA:SPY )

https://www.benzinga.com/markets/equities/25/10/48012007/stock-market-today-nasdaq-dow-futures-gain-on-3rd-day-of-shutdown-rumble-riggeti-kodiak-in-focus
U.S. stock futures advanced on Friday following Thursday's record advances. Futures of major benchmark indices were higher. Wall Street was unfazed by the shutdown as the AI-led optimism led the markets higher, even as most S&P 500 sectors declined on Thursday, information technology and ...

S&P 500 Settles At Record High Despite Government Shutdown: Investor Sentiment Improves, Fear & Greed Index Remains In 'Neutral' Zone - NVIDIA ( NASDAQ:NVDA )

https://www.benzinga.com/markets/equities/25/10/48011379/sp-500-settles-at-record-high-despite-government-shutdown-investor-sentiment-improves-fear-greed
The CNN Money Fear and Greed index showed further improvement in the overall market sentiment, while the index remained in the "Neutral" zone on Thursday. U.S. stocks settled higher on Thursday, with the S&P 500 closing at a new record high level during the session as investors shrugged off ...
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AMD Stock Is Surging Thursday: What's Driving The Action? - Advanced Micro Devices ( NASDAQ:AMD )

https://www.benzinga.com/trading-ideas/movers/25/10/48006093/amd-stock-is-surging-thursday-whats-driving-the-action
Advanced Micro Devices Inc ( NASDAQ:AMD ) shares are trading higher late Thursday, extending gains from Wednesday's session fueled by multiple developments. Here's what investors need to know.

Why Is Intel Stock Soaring Today ?

https://www.fool.com/investing/2025/10/02/why-is-intel-stock-soaring-today/
The chipmaker may have a new customer.

Intel Stock Rallies 50% Over The Last Month - Intel ( NASDAQ:INTC )

https://www.benzinga.com/markets/tech/25/10/48003763/intel-stock-rallies-50-over-the-last-month-governments-stake-nearly-doubles-to-16-billion
Intel Corp. ( NASDAQ:INTC ) stock continued its impressive rally, rising 3.9% on Thursday, bringing its total monthly gain to more than 50%. INTC stock is climbing. See the real-time price action here.

Edge AI Market to Grow at 36.9% CAGR Through 2030

https://www.benzinga.com/pressreleases/25/10/g48002789/edge-ai-market-to-grow-at-36-9-cagr-through-2030
Boston, Oct. 02, 2025 ( GLOBE NEWSWIRE ) -- According to the latest study from BCC Research, the "Global Edge AI Market" is projected to increase from $11.8 billion in 2025 to $56.8 billion by the end of 2030, at a compound annual growth rate ( CAGR ) of 36.9% from 2025 through 2030.

Nvidia Is Now Worth $4.6 Trillion, Bitcoin Hits $120,000 - NVIDIA ( NASDAQ:NVDA )

https://www.benzinga.com/markets/equities/25/10/48000616/nvidia-bitcoin-tech-today-wall-street-thursday-stock-market-amd-intel
On the second day of the U.S. government shutdown, Wall Street remains largely subdued, with indexes showing only slight midday declines after touching fresh record highs at the open. NVDA stock is reaching significant price levels. Track the latest developments here.
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Why Is DigitalOcean Stock Gaining Thursday? - DigitalOcean Holdings ( NYSE:DOCN )

https://www.benzinga.com/markets/tech/25/10/47992469/digitalocean-unveils-ai-hub-to-supercharge-developer-innovation
DigitalOcean Holdings Inc. ( NYSE:DOCN ) rolled out new artificial intelligence initiatives at its Deploy London conference, introducing the DigitalOcean AI Ecosystem and the DigitalOcean AI Partner Program.

Intel Shareholders Got Amazing News From a Massive Competitor

https://www.fool.com/investing/2025/10/02/intel-shareholders-got-amazing-news-from-a-massive/
Advanced Micro Devices is reportedly in discussions with Intel regarding the potential use of its foundry business.

What Is One of the Best AI Stocks to Buy Before the Next Market Rally?

https://www.fool.com/investing/2025/10/02/what-is-one-of-the-best-ai-stocks-to-buy-before/
The market's dipping, but it won't stay down for too long.

455 Billion Reasons to Buy Oracle Stock Hand Over Fist Now

https://www.fool.com/investing/2025/10/02/455-billion-reasons-to-buy-oracle-stock-hand-over/
Selecting stocks with high revenue visibility can prove to be a smart long-term investment strategy.

6 Stock Market Sector Metrics Investors Should Consider Before Buying S&P 500 Stocks at All-Time Highs

https://www.fool.com/investing/2025/10/01/stock-market-sector-metrics-invest-buy-sp-500/
Weakness in consumer-facing sectors is a painful reminder of the differences between the economy and the stock market.
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Why Lam Research Rocketed to All-Time Highs Today

https://www.fool.com/investing/2025/10/01/why-lam-research-rocketed-to-all-time-highs-today/
The semiconductor equipment vendor rallied on multiple pieces of good news for logic and memory chipmaking.

Intel Shares Are Trading Higher Wednesday: What's Going On? - Intel ( NASDAQ:INTC )

https://www.benzinga.com/trading-ideas/movers/25/10/47981703/intel-shares-are-trading-higher-wednesday-whats-going-on
Intel Corporation ( NASDAQ:INTC ) shares are trading higher on Wednesday after Semafor reported the company is in early talks to add Advanced Micro Devices, Inc. ( NASDAQ:AMD ) as a foundry customer. See if INTC stock is worth your attention here.

GEN Boosts Cyber Safety With Norton Deepfake Protection on Intel PCs

https://www.zacks.com/stock/news/2760299/gen-boosts-cyber-safety-with-norton-deepfake-protection-on-intel-pcs
Gen Digital adds Norton deepfake protection on Intel, Qualcomm, and AMD AI PCs, expanding security reach across platforms.

Zyphra Taps IBM, AMD To Build Next-Gen AI Superagent - IBM ( NYSE:IBM ) , Advanced Micro Devices ( NASDAQ:AMD )

https://www.benzinga.com/markets/tech/25/10/47966908/zyphra-taps-ibm-amd-to-build-next-gen-ai-superagent
International Business Machines ( NYSE:IBM ) and Advanced Micro Devices ( NASDAQ:AMD ) announced on Wednesday a strategic collaboration to provide Zyphra, a San Francisco-based open-source AI company, with advanced AI infrastructure.

3 Best Tech Stocks to Buy in October

https://www.fool.com/investing/2025/10/01/3-best-tech-stocks-to-buy-in-october/
These three tech giants offer different ways to play the AI boom.
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What Is One of the Top AI Chip Stocks to Buy Now?

https://www.fool.com/investing/2025/10/01/what-is-one-of-the-top-ai-chip-stocks-to-buy-now/
This chip manufacturing giant is flexing its muscles with advanced AI chips.

What Is 1 of the Best Semiconductor Stocks to Buy Now?

https://www.fool.com/investing/2025/10/01/what-is-1-of-the-best-semiconductor-stocks-to-buy/
This company is the world leader in chip manufacturing, and it's more affordable than you'd expect.

A Once-in-a-Decade Opportunity: 17 Billion Reasons to Pay Attention to This Monster Artificial Intelligence ( AI ) Infrastructure Company ( Hint: Not Nvidia )

https://www.fool.com/investing/2025/10/01/a-once-in-a-decade-opportunity-17-billion-reasons/
This company may surprise investors with exceptional long-term returns.

Is iShares Semiconductor ETF ( SOXX ) a Strong ETF Right Now?

https://www.zacks.com/stock/news/2760007/is-ishares-semiconductor-etf-soxx-a-strong-etf-right-now
Smart Beta ETF report for ...

3 Cheap Tech Stocks to Buy Right Now

https://www.fool.com/investing/2025/09/30/3-cheap-tech-stocks-to-buy-right-now/
The valuations of these stocks make them very appealing.
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What Is One of the Best AI Hardware Stocks to Buy Today?

https://www.fool.com/investing/2025/09/30/one-of-best-ai-hardware-stocks-buy-today/
This top chip company is positioned for explosive growth in edge computing.

Stock Market Today: S&P 500, Dow Futures Tumble As Shutdown Standoff Drags On-Cigna, Wolfspeed, Nike In Focus - SPDR S&P 500 ( ARCA:SPY )

https://www.benzinga.com/markets/equities/25/09/47936151/stock-market-today-sp-500-dow-futures-tumble-as-shutdown-standoff-drags-on-cigna-wolfspeed-nike-
U.S. stock futures fell on Tuesday following Monday's advances. Futures of major benchmark indices were lower. The indices dropped as the possibility of a government shutdown neared, with the lawmakers having until Wednesday at 12:01 a.m. ET to reach an agreement.

The 3 AI ETF Plays That Could Outperform the Market in 5 Years

https://www.fool.com/investing/2025/09/30/buy-ai-growth-stock-etf-outperform-sp-500/
Nvidia is the top holding in each of these growth-driven ETFs, making them effective ways to double down on today's biggest AI winner.

Nasdaq Gains Over 100 Points: Investor Sentiment Edges Lower, But Fear & Greed Index Remains In 'Neutral' Zone - Advanced Micro Devices ( NASDAQ:AMD )

https://www.benzinga.com/markets/equities/25/09/47934583/nasdaq-gains-over-100-points-investor-sentiment-edges-lower-but-fear-greed-index-remains-in-neut
The CNN Money Fear and Greed index showed some decline in the overall market sentiment, while the index remained in the "Neutral" zone on Monday. U.S. stocks settled higher on Monday, with the Nasdaq Composite gaining more than 100 points during the session.

Advanced Micro Devices ( AMD ) Outpaces Stock Market Gains: What You Should Know

https://www.zacks.com/stock/news/2759241/advanced-micro-devices-amd-outpaces-stock-market-gains-what-you-should-know
In the most recent trading session, Advanced Micro Devices (AMD) closed at $161.34, indicating a +1.18% shift from the previous trading day.
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Is Nvidia Stock a Buy Heading Into October?

https://www.fool.com/investing/2025/09/29/is-nvidia-stock-a-buy-heading-into-october/
Wall Street's most valuable company just posted 56% revenue growth, but a growing chorus of skeptics thinks the AI party is winding down.

Prediction: Investing in These 2 Unstoppable Vanguard ETFs Could Set You Up for Life

https://www.fool.com/investing/2025/09/29/prediction-investing-in-these-2-unstoppable-vangua/
These are higher risk, but they also have higher gains.

Why Washington Wants Half Of America's Chips Made Locally - Taiwan Semiconductor ( NYSE:TSM )

https://www.benzinga.com/markets/tech/25/09/47914089/why-washington-wants-half-of-americas-chips-made-locally
Taiwan Semiconductor Manufacturing Co. ( NYSE: TSM ) stock gained on Monday amid renewed geopolitical and supply chain discussions, as the United States intensifies its efforts to onshore semiconductor production.

What's Going On With Taiwan Semiconductor Stock Monday? - Taiwan Semiconductor ( NYSE:TSM )

https://www.benzinga.com/markets/tech/25/09/47912153/taiwan-semiconductor-shuts-down-rumors-of-intel-deal
Taiwan Semiconductor Manufacturing Co. ( NYSE: TSM ) reiterated last week that it has not discussed potential investments or partnerships with any company, ending rumours regarding Intel ( NASDAQ: INTC ) linkups.

Should You Buy AMD Stock After the Intel and Nvidia Deal?

https://www.fool.com/investing/2025/09/29/should-you-buy-amd-stock-after-the-intel-and-nvidi/
AMD stock investors are nervous about the implications of the partnership between Nvidia and Intel.
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Is AMD Stock Your Ticket to Becoming a Millionaire?

https://www.fool.com/investing/2025/09/28/is-amd-stock-your-ticket-to-becoming-a-millionaire/
The AI chip stock has its challenges, but they could also be your opportunity.

Could Nvidia's $100 Billion Data Center Gamble Make It the Market's First $10 Trillion Stock?

https://www.fool.com/investing/2025/09/28/could-nvidias-100-billion-data-center-gamble-make/
Nvidia just committed up to $100 billion to OpenAI as the ChatGPT developer pursues next-generation artificial intelligence applications.

Prediction: 1 Stock That Will Be Worth More Than Palantir 5 Years From Now

https://www.fool.com/investing/2025/09/28/predict-stock-worth-more-palantir-5-years-amd/
This underrated chipmaker is going to benefit from multiple growth drivers over the next five years.

Did Nvidia Just Repeat Cisco's Mistake and Build a House of Cards With OpenAI Investment?

https://www.fool.com/investing/2025/09/28/is-nvidia-building-a-house-of-cards-with-openai-in/
Circular financing adds a big new risk.

Did Samsung Just Say "Checkmate" to Taiwan Semiconductor?

https://www.fool.com/investing/2025/09/27/did-samsung-just-say-checkmate-to-taiwan-semicondu/
Samsung just won a $16.5 billion deal with Tesla to produce its next-generation chips.
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Nvidia vs. AMD: Which Artificial Intelligence ( AI ) Stock Is the Smarter Buy After Groq's $750 Million Equity Raise?

https://www.fool.com/investing/2025/09/26/nvidia-vs-amd-which-ai-stock-is-the-smarter-buy-af/
Silicon Valley chip startup Groq just secured $750 million in funding at a $6.9 billion valuation.

MU or AMD: Which Is the Better Value Stock Right Now?

https://www.zacks.com/stock/news/2757837/mu-or-amd-which-is-the-better-value-stock-right-now
MU vs. AMD: Which Stock Is the Better Value Option?

Chinese AI chip developer Moore Threads gets go-ahead for Shanghai IPO

https://www.scmp.com/tech/tech-trends/article/3327051/chinese-ai-chip-developer-moore-threads-gets-go-ahead-shanghai-ipo
Moore Threads Technology, a Chinese developer of graphics processing units (GPUs), on Friday received approval for an initial public offering (IPO) on Shanghai's Nasdaq-style Star Market. Founded in 2020, Beijing-based Moore Threads plans to raise 8 billion yuan (US$1.1 billion) from its IPO, ...

This Beaten-Down AI Stock Could Stage a Monster Comeback by 2028

https://www.fool.com/investing/2025/09/26/this-beaten-down-ai-stock-could-stage-a-monster/
This semiconductor giant can sustain its impressive momentum in the long run.

Investors Heavily Search Advanced Micro Devices, Inc. ( AMD ) : Here is What You Need to Know

https://www.zacks.com/stock/news/2757539/investors-heavily-search-advanced-micro-devices-inc-amd-here-is-what-you-need-to-know
Advanced Micro (AMD) has received quite a bit of attention from Zacks.com users lately. Therefore, it is wise to be aware of the facts that can impact the stock's prospects.
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Robotics Demand Rises: Will Jetson Thor Unlock a New Market for NVDA?

https://www.zacks.com/stock/news/2757470/robotics-demand-rises-will-jetson-thor-unlock-a-new-market-for-nvda
NVIDIA sees robotics as its next growth frontier, with the new Jetson Thor platform poised to drive adoption across industries.

Strength Seen in IBM ( IBM ) : Can Its 5.2% Jump Turn into More Strength?

https://www.zacks.com/stock/news/2757462/strength-seen-in-ibm-ibm-can-its-52-jump-turn-into-more-strength
IBM (IBM) was a big mover last session on higher-than-average trading volume. The latest trend in earnings estimate revisions might not help the stock continue moving higher in the near term.

Trump's Chip Plan Could Mean Big Trouble For Apple And Dell - Apple ( NASDAQ:AAPL ) , Advanced Micro Devices ( NASDAQ:AMD )

https://www.benzinga.com/markets/tech/25/09/47885879/trumps-chip-plan-could-mean-big-trouble-for-apple-and-dell
The Trump administration is preparing a sweeping plan to cut U.S. dependence on foreign-made semiconductors and expand domestic manufacturing. The proposal would force chipmakers to produce in America the same number of semiconductors that their customers currently import.

Billionaire David Tepper Is Loading Up on These 3 Artificial Intelligence ( AI ) Stocks That Have Increased 158% or More

https://www.fool.com/investing/2025/09/26/billionaire-david-tepper-is-loading-up-on-these-3/
Following the smart money in AI is a wise thing to do.

What AMD Shareholders Should Know About Recent Updates

https://www.fool.com/investing/2025/09/26/what-amd-shareholders-should-know-about-recent-upd/
Advanced Micro Devices' competition heats up after a recent partnership between Nvidia and Intel.
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