December 7, 2025, 4:34 PM EST. TSMC is positioned as a foundry powerhouse in the AI era, serving chips for Nvidia, AMD, and many others. With roughly 68% market share, it plays a critical role in the data-center upgrade cycle driven by AI capex from hyperscalers. As demand for GPUs and advanced processes remains robust, investors are looking beyond the usual suspects toward the very infrastructure that underpins the AI revolution. Goldman Sachs notes the potential for a multi-year, multi-trillion-dollar opportunity, underscoring that TSMC stands to gain as a semiconductor backbone for cloud AI. If 2026 follows the Nvidia-style breakout, TSMC's strong balance sheet and diversified customer base could make it the under-the-radar glue of the AI stack.
December 7, 2025, 4:32 PM EST. Quantum computing stocks have cooled after a blistering run, but Nvidia remains a focal point as AI infrastructure and quantum-ready hardware scale. The piece contrasts quantum pure-play names-IonQ, Rigetti, D-Wave-with hyperscalers such as Amazon, Alphabet, and Microsoft exploring custom quantum chips. It notes that despite double- or triple-digit gains, many quantum names are well below their highs and face downside risk if momentum fades. Investors weigh the potential across drug discovery, financial risk modeling, and logistics against the lack of proven commercial adoption. Nvidia's results and the pace of hyperscaler investment raise questions about sustainability. For December, there may be selective upside for risk-aware gamblers, with Nvidia as a leading, albeit not guaranteed, play in the space.
December 7, 2025, 4:28 PM EST. SpaceX is preparing to launch its 3,000th Starlink satellite aboard the Falcon 9 booster B1067 for its 32nd flight, from Kennedy Space Center's LC-39A. The Starlink 6-92 mission aims for a south-easterly low Earth orbit, with liftoff targeted at 6:18 p.m. EST, weather permitting. If successful, the flight advances SpaceX's goal of certifying boosters for up to 40 missions and continues refining payload fairing reuse. Forecasters show a 50% chance of favorable weather at window start, dipping to about 30% toward the end; a backup on Monday would offer roughly 75% odds of acceptable conditions. The mission highlights SpaceX's ongoing push to rapidly scale the Starlink constellation while extending booster reuse across its fleet.
December 7, 2025, 4:24 PM EST. Quantum Computing Inc. (QCI) trades around $12 after a dramatic swing from a July 2021 Nasdaq debut and a 2024 low near $0.42. A $1,000 bet at the low would have grown manyfold, illustrating investor interest in quantum computing despite steep hurdles. The company focuses on photonic quantum chips that operate at room temperature and can be manufactured on conventional fabs, a potential edge over superconducting and ion-trap approaches pursued by peers like IBM, Rigetti, and IonQ. QCI opened its first foundry this May and began shipping chips, though revenue remains modest (about $484,000 in the first nine months of 2025). While photonic tech promises cheaper, more scalable systems, current production costs and error rates, plus reliance on external optical hardware, keep the stock high-risk and uncertain for a near-term trajectory.
December 7, 2025, 4:22 PM EST. SpaceX launched 28 Starlink satellites into low-Earth orbit (LEO) Sunday with a Falcon 9 rocket from Space Launch Complex 4 East at Vandenberg Space Force Base in California around 9:58 a.m. local time. The mission marked the 12th flight for the first stage booster, which previously supported NROL-126, Transporter-12, SPHEREx, NROL-57, and eight Starlink missions. After separation, the booster landed on a floating barge in the Pacific. Officials noted possible sonic booms for residents of Santa Barbara, San Luis Obispo, and Ventura counties depending on weather. SpaceX has another launch scheduled later Sunday from NASA's Kennedy Space Center, delivering 29 Starlink satellites into orbit.