Applied Materials Inc. (NASDAQ:AMAT) is one of the best NASDAQ stocks to buy according to hedge funds. On September 24, Applied Materials announced a partnership with GlobalFoundries Inc. (NASDAQ:GFS) to accelerate the photonics revolution, which is being driven by AI. The collaboration will establish a state-of-the-art waveguide fabrication facility at GlobalFoundries’ Singapore site. The initiative positions photonics as a cornerstone technology for next-gen AI applications. Under the partnership, Appli ...

GlobalFoundries Inc. (NASDAQ:GFS) is one of the worst-performing data center stocks in 2025. On September 23, the company announced a partnership with Egis Technology at its Technology Summit in Shanghai. The collaboration focuses on advanced smart sensing solutions and will aim to develop direct time-of-flight (dToF) sensors using GF’s 55nm platform for mobile, IoT, and automotive applications. GlobalFoundries (GFS) Partners with Egis Technology to Drive Advanced Smart Sensing Innovation Photo by Jeshoo ...

Market Overview - U.S. stocks exhibited mixed performance, with the Nasdaq Composite increasing by over 100 points on Monday [1] - Cannabis-linked stocks experienced significant gains following President Trump's video promoting the health benefits of cannabis [1] Company Highlights - Tilray Brands, Inc. (NASDAQ: TLRY) saw a sharp increase in shares, rising 39.2% to $1.5983 [1] - Merus N.V. (NASDAQ: MRUS) gained 36.6% to $94.14 after Genmab agreed to acquire the company for $97 per share [4] - Better Home & Finance Holding Company (NASDAQ: BETR) increased by 20.1% to $63.60, supported by a $75 million at-the-market offering for Class A shares [4] - BTQ Technologies Corp. (NASDAQ: BTQ) jumped 20% to $6.36, as Danal began proof-of-concept for BTQ's quantum-secure Stablecoin settlement network [4] - SNDL Inc. (NASDAQ: SNDL) rose 18.8% to $2.77, benefiting from the positive sentiment around cannabis stocks [4] - Innoviz Technologies Ltd. (NASDAQ: INVZ) increased by 15.6% to $1.9701 after Goldman Sachs upgraded the stock from Neutral to Buy, raising the price target from $1.50 to $2.50 [4] - Sandisk Corporation (NASDAQ: SNDK) shares jumped 14.3% to $111.06 [4] - GDEV Inc. (NASDAQ: GDEV) rose 12.7% to $29.24 [4] - Ondas Holdings Inc. (NASDAQ: ONDS) gained 12.2% to $8.59 [4] - Pony AI Inc. (NASDAQ: PONY) increased by 10.3% to $23.36, with Citigroup initiating coverage with a Buy rating and a price target of $29 [4] - Galaxy Digital (NASDAQ: GLXY) gained 9.5% to $33.85 [4] - Western Digital Corporation (NASDAQ: WDC) rose 9% to $116.48 after Rosenblatt raised its price target from $90 to $125 while maintaining a Buy rating [4] - New Oriental Education & Technology Group Inc. (NYSE: EDU) increased by 5% to $53.85, with B of A Securities maintaining a Buy rating and raising the price target from $56.2 to $58.2 [4] - GLOBALFOUNDRIES Inc. (NASDAQ: GFS) rose 5% to $37.40 following a collaboration announcement with Corning for developing detachable fiber connector solutions [4]

Core Insights - GlobalFoundries (GF) and Corning Incorporated are collaborating to develop detachable fiber connector solutions for GF's silicon photonics platform, addressing the increasing demands for high bandwidth and power-efficient optical connectivity in AI datacenters [1][4] - The collaboration utilizes Corning's advanced glass and optical fiber technologies, including the GlassBridge™ solution, which is designed to minimize insertion loss for high-performance computing applications [2][4] - This partnership combines Corning's established supply chain and optical interconnect expertise with GF's high-volume manufacturing capabilities, aiming to enhance scalable optical packaging for AI infrastructure [3][4] Company Overview - GlobalFoundries is a leading semiconductor manufacturer focused on delivering power-efficient, high-performance products across various high-growth markets, including automotive and IoT [5] - Corning is recognized for its innovations in materials science, particularly in glass and optical technologies, with a strong emphasis on research and development to meet evolving market needs [6]

GlobalFoundries Inc. (GFS) shares rallied 8.4% in the last trading session to close at $35.59. This move can be attributable to notable volume with a higher number of shares being traded than in a typical session. This compares to the stock's 2.2% loss over the past four weeks.The upswing came after the Wall Street Journal reported that the President Donald Trump administration is working on a proposal to mandate semiconductor companies to build chips in America over time to meet the entire domestic demand. ...

Group 1 - GlobalFoundries (NASDAQ: GFS) was rated a buy based on the expectation of a semiconductor industry turnaround and its valuation being lower than the sector median [1] - The analyst has extensive experience in investment analysis, focusing on deep-discount value plays and underappreciated companies [1] - The analyst's background includes writing for various reputable publications and a focus on contrarian investment philosophy [1] Group 2 - There is a potential for initiating a long position in GFS within the next 72 hours [2] - The article expresses the analyst's own opinions and is not influenced by compensation from any company mentioned [2]

A "Wall Street Journal" report highlighted a new potential semiconductor tariff rule, boosting U.S. chip manufacturers.Shares of U.S.-based semiconductor manufacturing company GlobalFoundries (GFS 7.69%) rallied on Friday, with the stock up 6.7% as of 1:50 p.m. ET.Last night, the Wall Street Journal published an article outlining a new Trump administration proposal to phase in tariffs on semiconductors. If such a tariff were implemented, it could boost demand for U.S.-based chipmaking, which could help boos ...

Core Viewpoint - GlobalFoundries may receive increased orders if the Trump administration successfully implements its plan to enhance U.S. chip manufacturing [1] Company Summary - GlobalFoundries is positioned to benefit from potential government initiatives aimed at boosting domestic semiconductor production [1]

Group 1 - The Philadelphia Semiconductor Index opened slightly higher, up 0.3% [1] - GlobalFoundries saw a significant increase, rising over 11% [1] - Intel experienced a gain of more than 3% [1] - Texas Instruments increased by over 2% [1] - TSMC (Taiwan Semiconductor Manufacturing Company) declined by nearly 1% [1]

智通财经APP获悉，周五，格芯(GFS.US)开盘涨近10%，报35.84美元;英特尔(INTC.US)涨近4%，月内 续涨45%;德州仪器(TXN.US)涨超2%，报185.50美元。消息面上，特朗普政府正在权衡一项新计划，旨 在大幅减少美国对海外制造半导体的依赖，希望借此刺激本土制造业并重塑全球供应链。该政策的目标 是要求芯片企业在美国生产的半导体数量，与其客户自海外厂商进口的数量保持一致。据知情人士透 露，那些未能长期维持"1:1"比例的企业将被迫缴纳关税。目前，英特尔、美光科技、格芯、台积电 (TSM.US)及三星电子均已在美国投入数十亿美元建设芯片工厂。 ...