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Michael Rodriguez

Michael Rodriguez brings 14 years of equity market experience with a CFA designation and an MBA in Finance from New York University. His coverage spans global equity markets, with expertise in the technology, healthcare, and financial sectors. He is also a regular contributor to industry journals, writing market commentaries that make complex equity trends accessible to both retail and institutional readers.

Written by Michael Rodriguez

Google Reportedly Considering Using Intel Foundry Services for Next-Gen TPUv9, Intel Shares Surge!

Intel Foundry Services’ extensive production capacity in the United States matches Google’s needs for geographic and capacity diversification. Intel is increasingly focused on ensuring its packaging technologies meet customer requirements.

2 Dec 2025

Costco’s Long-Term Rating Outlook Stable as Market Cap and Share Price Find a Floor

Fitch Ratings has assigned Costco a long-term Issuer Default Rating (IDR) with a Stable Outlook, reflecting the agency’s recognition of Costco’s scale and resilient membership-based business model.

2 Dec 2025

Trump Signals Preferred Fed Pick – Will Dovish Hassett Be the Next Fed Chair? Magnificent Seven Rally, Except Tesla

Trump has effectively “named” his preferred candidate for the next Federal Reserve Chair, and markets are reading this as a strong signal that monetary policy may turn more dovish in the future. As a result, most interest rate–sensitive tech stocks moved higher, with the Nasdaq outperforming the broader market.

3 Dec 2025

Amazon Unveils New Generation AI Chip, Strong Market Response Sends Share Price Higher

Amazon has announced the official launch of its new in-house AI chip, Trainium3. The company says it can cut the cost of training and running artificial intelligence models by up to 50%.

3 Dec 2025

Micron Walks Away from Consumer Market to Fully Embrace AI, Share Price Rises Again

Micron’s latest move highlights how pricing power in memory products is shifting away from the traditional PC/smartphone growth cycle toward a new “supercycle” in storage driven by large AI data centers. Fueled by this strong “memory supercycle” bull thesis, Micron’s share price has surged about 175% year-to-date.

4 Dec 2025

November ADP Jobs Plunge, December Rate-Cut Odds Jump to 90%; Tesla’s Optimus Starts Running and Robot Hype Fuels a Sharp Rally

After the last key jobs report before the Fed’s December meeting came in much weaker than expected, markets are now almost certain a rate cut is coming. At the same time, a potential new industrial policy is injecting fresh momentum into tech stocks. Leveraging its lead in robotics, Tesla’s share price jumped more than 4%.

18 Dec 2025

Zuckerberg Admits Going “All In” on the Metaverse Was a Mistake, Share Price Soars in Approval! Meta’s Strategy Pivots Sharply: Slashes “Metaverse” Budget by 30% as Wall Street Cheers Its AI Transformation

Four years after announcing it would go all in on the “metaverse,” Meta is making a major retreat from this flagship vision. According to reports, Meta plans to implement budget cuts of up to 30% for its metaverse division in 2026. This strategic adjustment is being interpreted by the market as a clear return to financial prudence and a renewed focus on its artificial intelligence (AI) strategy, directly driving a gain of more than 4% in its share price on the day.

5 Dec 2025

NVIDIA Maintains AI Lead as Demand Stays Strong Despite Regulation

President Trump announced he would allow NVIDIA to export its H200 AI chip products to Chinese customers under specific national security conditions, and NVIDIA’s share price rose in response on Monday.

9 Dec 2025

Broadcom Stock Slides Despite Strong Earnings as CEO Cools Custom-Chip and TPU Hype

Chip giant Broadcom released its FY2025 Q4 and full-year results. Despite revenue, profit, and next-quarter guidance all beating Wall Street expectations – with AI chip revenue surging 74% – the stock still plunged more than 5% in after-hours trading.

12 Dec 2025

U.S. Key Data, Japan’s Historic Rate Hike, and SpaceX’s Record-Breaking IPO Line Up Together

A wave of core U.S. economic data that was delayed by the government shutdown will be intensively released and providing long-awaited clues for judging the Federal Reserve’s policy path by this week. At the same time, the Bank of Japan may be about to deliver its most aggressive rate hike in three decades. Meanwhile, SpaceX’s plan is shaking global markets for a potentially record-breaking IPO with a valuation of up to USD 800 billion.

18 Dec 2025

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