Application Specific Integrated Circuit Market Size to Grow $38.47 Billion by 2035 | SNS Insider

The global Application-Specific Integrated Circuit (ASIC) market is projected to grow from $20.95 billion in 2025 to $38.47 billion by 2035 at a 6.30% CAGR, driven by surging AI accelerator demand from hyperscalers and rising custom silicon adoption in automotive and industrial sectors. Full custom ASICs are the fastest-growing segment, while consumer electronics and industrial applications lead market demand.

06/24/2026, 3:30 AM • GlobeNewswire

Got $1,000? 2 Artificial Intelligence (AI) Stocks to Buy Right Now and Hold for the Next Decade.

The article recommends Alphabet and Microsoft as top AI stocks to buy and hold for the next decade, citing their dominance in cloud computing and AI workloads. Alphabet's Google Cloud is growing fastest at 63% YoY with its Gemini AI and custom TPU chips, while Microsoft's Azure is growing at 40% YoY with a neutral AI strategy and strong Copilot integration. Both companies are positioned to benefit from the long-term growth of AI applications running on their cloud infrastructure.

06/24/2026, 2:11 AM • The Motley Fool

Instruqt Becomes the First and Only Platform to Pair AI-Assisted Content Creation with Native Vertex AI, Amazon Bedrock, and GPU Environments

Instruqt announced an expansion of its AI enablement capabilities, combining AI-assisted content creation with native support for Google Vertex AI, Amazon Bedrock, and GPU-backed compute. The platform addresses the challenge that AI features are shipping faster than customers can adopt them, with 92% of practitioners reporting adoption challenges according to Instruqt's 2026 State of Developer Adoption Report.

06/24/2026, 1:52 AM • GlobeNewswire

Tech Stock Declines: 3 Crucial Things Every Investor Should Do Now

Tech stocks including Nvidia, Alphabet, and Meta have experienced recent declines amid concerns about AI spending sustainability and economic uncertainty. The article advises investors to hold quality positions during volatility, avoid short-term thinking, and consider buying well-established companies at lower valuations rather than panic selling.

06/23/2026, 9:05 PM • The Motley Fool

SpaceX Won't Use Traditional Wire Services to Share Financial Results. What That Means for Investors.

SpaceX announced it will share quarterly and annual financial results through its investor relations website and X account instead of traditional wire services like Business Wire or PR Newswire. While the company remains compliant with SEC requirements, this strategy places greater responsibility on investors to actively monitor SpaceX's disclosures. The move comes as SpaceX operates an increasingly complex business spanning satellite internet (Starlink), AI infrastructure, and space launch services.

06/23/2026, 7:30 PM • The Motley Fool

SpaceX Just Inked a New AI Deal Worth Up to $6.3 Billion

SpaceX signed a $6.3 billion deal with AI startup Reflection AI to rent computing capacity from its Colossus data center in Tennessee. Reflection AI will pay $150 million monthly for access to Nvidia GB300 chips. The deal validates demand for SpaceX's AI infrastructure as the company works toward profitability in its AI division, which lost $6.35 billion in 2025.

06/23/2026, 7:20 PM • The Motley Fool

Alphabet’s $225 Billion Wipeout Looks Like a Narrative Break

Alphabet lost $225 billion in market value after two senior AI researchers (Nobel laureate John Jumper and VP Noam Shazeer) departed for competitors Anthropic and OpenAI. The selloff reflects market concerns about Google losing the AI talent war, the commoditization of AI models, massive capex spending ($180-190B annually) with collapsing free cash flow, and regulatory headwinds. While fundamentals remain strong, the narrative around Google's AI competitive position has broken.

06/23/2026, 4:40 PM • Investing

The AI Trade Is Wobbling. Berkshire Hathaway Was Built for a Market Like This.

AI stocks like Alphabet, Amazon, Microsoft, and Meta are experiencing significant weakness amid concerns about AI spending and executive departures. The article suggests Berkshire Hathaway is well-positioned to weather potential market downturns due to its defensive holdings, $339.3 billion in Treasury bills yielding ~4%, and privately-owned cash-generating businesses that reduce volatility.

06/23/2026, 2:31 PM • The Motley Fool

Is Roundhill Generative AI ETF or iShares U.S. Tech ETF Better In a Volatile Market?

The article compares two tech-focused ETFs: Roundhill Generative AI & Technology ETF (CHAT), which offers concentrated exposure to AI stocks with higher volatility and expense ratios, versus iShares U.S. Technology ETF (IYW), which provides broader diversification with lower costs and a longer track record. IYW is recommended for long-term investors due to its stability, lower fees (0.38% vs 0.75%), and proven performance through multiple market cycles, while CHAT's exceptional recent gains may not be sustainable.

06/23/2026, 2:28 PM • The Motley Fool

The Chip Sell-Off Is Not Just About AI: There’s a Bigger Problem Under the Hood

Tuesday's semiconductor sell-off extends beyond AI concerns to reveal structural market issues. Leveraged ETFs like SOXL use daily rebalancing that amplifies downturns, forcing selling that exacerbates price declines. South Korea's regulatory warning about overheated leveraged chip ETFs triggered a 10% Kospi drop, affecting global memory chip stocks. The sector faces a critical test with Micron's earnings on June 24, where forward guidance on HBM demand and data center orders will determine if the AI spending cycle remains intact.

06/23/2026, 1:15 PM • Investing

Does the AI Discount Really Exist?

The article challenges the assumption that AI is inherently cheap and will disrupt consulting and IT services. It argues that AI's current low prices are subsidized by venture capital and taxpayer funding rather than genuine efficiency, with massive undisclosed energy costs, unreliable outputs, and massive losses at major AI companies. The piece questions whether the market is underestimating traditional tech companies while overestimating AI technology.

06/23/2026, 1:09 PM • Investing

USA Today’s Digital Revival Is Gaining Steam, But With Plenty of Risk

USA Today is showing signs of a successful digital transformation with Q1 2026 results showing improved profitability, accelerating digital growth, and digital revenue reaching 48% of total sales. The company projects digital revenue to reach 50% by year-end with expected increases in net income and free cash flow. However, the turnaround remains risky as media companies face structural challenges from advertising cyclicality and print decline. The stock has surged 140% over 12 months but analyst consensus remains cautious with a Hold rating.

06/23/2026, 11:02 AM • Investing

Alphabet's Google Cloud Backlog Just Hit a Record $462 Billion. Time to Buy the Stock?

Alphabet's Google Cloud division has reached a record $462 billion backlog with 63% year-over-year revenue growth, outpacing competitors AWS (28%) and Azure (40%). The company is investing heavily in data center infrastructure, with 2026 capex guidance of $180-190 billion and plans for even higher spending in 2027. This positions Alphabet for continued growth and a transformation from an advertising-focused to a more balanced cloud-driven business.

06/23/2026, 10:15 AM • The Motley Fool

Micron's Stock Is Up 861% Over the Past Year. These Analysts See 30% Upside From the Current Price.

Micron Technology's stock has surged 861% over the past year, with three major analysts setting $1,500 price targets implying 30% additional upside. Analysts believe the AI memory cycle is structural rather than cyclical, with potential supply tightness extending into 2028. However, the article cautions that high expectations could lead to volatility, citing Broadcom's recent stock decline despite beating earnings estimates when guidance disappointed.

06/23/2026, 9:15 AM • The Motley Fool

Google Tests Major Support as AI Spending Fears Return

Alphabet (Google) shares fell 5% as investors question whether massive AI infrastructure spending will generate sufficient returns. While Google's fundamentals remain strong with 22% revenue growth and $460B+ cloud backlog, the market demands proof that extraordinary AI investments will create proportional returns. The stock has reached a technical support zone at $337.47-$349.00, with potential for a relief rally if it reclaims $349-$352, though broader macro headwinds from rising Treasury yields and Fed tightening concerns persist.

06/23/2026, 8:35 AM • Investing