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Check out Alpha Coverage: wealthwisedca.substack.com/p/alpha-cove...

#AMD #META #XEL #GOOG #TAN #FAN #COIN #AIQ #IGV #MSFT #NOW #CRWD #PANW #Anthropic #OpenAI #IONQ #NVDA #CDNS #SNPS #NFLX #WBD #PSKY #RKLB #SpaceX #Grok #xAI #QCLN #LITE #AVGO #ALAB #MRVL #ASML

Tech Stocks Rebound, Crude Rallies Above $64 On Iran Tensions - Allegro Microsystems (NASDAQ:ALGM) Tech stocks recovered on Wednesday, led by a rally in battered software names, as the Nasdaq 100 jumped 1.4% past 25,000, outpacing the S&P 500's 1% gain and the Dow's 0.7% advance.

Tech Stocks Rebound, Crude Rallies Above $64 On Iran Tensions: What's Moving Markets Wednesday? Tech stocks recovered on Wednesday, led by a rally in battered software names, as the Nasdaq 100 ...

#$BTC #ALGM #CDNS #DIA #DINO #Equities #GDX #GPN #HALO #IGV #IWM

Origin | Interest | Match

📢 Stocks Trending NOW: #PANW #APLD #ARM #ADI #FTNT #MCO #GRMN #AUUD #INFQ #CDNS

This validates the inference acceleration thesis. Strengthens the case for custom silicon plays like #AVGO, #MRVL, #AMAT, #SNPS, #CDNS, #KLAC, etc. The compute stack is diversifying, and the supply chain enabling that diversification looks attractive.

Cadence Design Systems unveiled ChipStack AI Super Agent, a virtual AI agent designed to help companies such as Nvidia accelerate chip design.

#CDNS #CadenceDesign #CadenceStock #ChipDesign #AgenticAI

Deep Dive Brief: Cadence The Architect of the AI Revolution

Moaty software businesses are rare, especially in this SaaS-mageddon.

Here’s one: VMS DNA + hardware + IP lock-in. A full AI driven design platform selling into arguably the best industry ever: semiconductors.

My deep dive on #Cadence #CDNS is ready.

expansestocks.substack.com/p/deep-dive-...

Compute: #NVDA #AMD #INTC #AVGO #MRVL #ARM
Foundries: #TSM #GFS #UMC
Neoclouds: #CRWV #APLD #IREN #NBIS
Design: #CDNS #SNPS
Memory: #MU #STX #WDC #SNDK
Networking: #ANET #ALAB
Servers: #DELL #SMCI

- #MCHP: PolarFire for mid-range edge AI, sensor bridging
- #QUIK: Small-cap eFPGA IP + endpoint AI
- Altera (49% owned by #INTC): Stratix family of high-performance FPGAs
- #SNPS & #CDNS: EDA tooling and IP for FPGA design + AI acceleration

Web dependencies are broken. Can we fix them? • Lea Verou Dear JS ecosystem, I love you, but you have a dependency management problem when it comes to the Web, and the time has come for an intervention.

#Development #Proposals
Web dependencies are broken · “The time has come for an intervention.” ilo.im/169obu by Lea Verou

_____
#Dependencies #JavaScript #Bundlers #NodeModules #ImportMaps #CDNs #Browsers #WebPlatform #WebDev #Frontend

These 6 stocks will lead the $1 trillion chip surge in 2026, BofA says #NVDA #AVGO #LRCX #KLAC #ADI #CDNS
www.wikifolio.com/de/de/p/silb...

Citi’s 2026 semiconductor outlook sees AI-driven growth continuing, with Microchip Technology named the firm’s top pick

#NVDA #AVGO #MU #NXPI #SNPS #CDNS #Nvidia #Broadcom #Micron #Synopsys #Cadence #NVDAStock #AVGOStock #MUStock #NXPIStock #SNPSStock #CDNSStock
$NVDA $AVGO $MU $NXPI $SNPS $CDNS

Fixing the URL params performance penalty Tales of two pages… What's the difference between these two pages?: https://www.example.com/ https://www.example.com/?utm_source=email I mean they've got different URLs, but many of us would probably...

#Development #Proposals
The URL params performance penalty · How a new HTTP header could bypass a cache killer ilo.im/169dsl by Barry Pollard

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#URLs #Content #Chrome #Browser #Cache #HttpHeaders #CDNs #WebPerf #WebDev #Backend

Bank of America Sees AI Chip Boom Powering Semis Toward $1T in Sales in 2026.

#NVDA #AVGO #LRCX #CDNS #TER #AMD #LITE #COHR #Nvidia #Broadcom #LamResearch #CadenceDesign #Teradyne #AMD #Lumentum #Coherent #Semiconductors #AI #Chips #DataCenters #Quantum #Robotics
$NVDA $AVGO $LRCX $CDNS $TER $AMD

Should #CDNs Be Regulated Like #Telecom Operators? ☁️☎️ Why One-Size-Fits-All EU Regulation Doesn’t Work

Petra Arts (Cloudflare) shares her perspective on the ongoing debate over the #DigitalNetworksAct and its impact on the internet ecosystem. 👇

Layered infographic showing a custom silicon investment stack: clients, ARM architect, EDA toolmakers, ASIC builders, foundries, and connectivity/plumbing partners.

My custom silicon stack.

Architect: #ARM
Toolmakers: #SNPS #CDNS
Builders: #AVGO #MRVL
Foundries: #TSM #INTC
Plumbing: #CRDO #LITE #ANET #ALAB

I mean... all the big AI stocks #NVDA #MSFT #AVGO #TSM #PLTR #ASML #AMD #CSCO #MU #AMAT #LRCX #QCOM #INTC #APH #ANET #KLAC #ARM #DELL #CDNS #SNPS #MRVL are down today and that doesn't make sense.

#CDNS #5da342d4-6dc3-4a73-bd19-2c9901f71da8 #earningscall-transcripts

Origin | Interest | Match

Citi initiated Cadence and Synopsys with Buy ratings, assigning price targets of $385 and $580, respectively

#CDNS #SNPS #Cadence #Synopsys #CDNSStock #SNPSStock #CadenceStock #SynopsysStock #CDNSNews #CDNSStockNews #SNPSNews #SNPSStockNews #EDA #ChipDesign #Semiconductors #AIChips
$CDNS $SNPS

A very timely article, I wrote a couple of months ago: wealthwisedca.substack.com/p/the-entire...

PS: I am still bullish on AI

#AI #AISupplyChain #CEG #GEV #BWXt #ETN #VRT #TT #NVDA #AMD #AVGO #MRVL #GOOGL #ARM #SNPS #CDNS #MPWR #MU #TSM #COHR #LITE #ANET #MSFT #AMZN #EQIX #SNOW #MDB #PLTR #TEM

🔥 A fight is brewing in Italy about #CDNs!
Italian regulator #AGCOM gets pushback from @cloudflare.social and @netflix.com for its attempt to reclassify CDNs as Electronic Communications Networks.
A move that was criticised by others for opening the door to #NetworkFees!
#DNA

Cadence Reports Third Quarter 2025 Financial Results Revenue of $1.339 billion, compared to revenue of $1.215 billion in Q3 2024 GAAP operating margin of 31.8%, compared to 28.8% in Q3 2024 Non-GAAP operating margin of 47.6%, compared to 44.8% in Q3 2024 GAAP diluted net income per share of $1.05, compared to $0.87 in Q3 2024 Non-GAAP diluted net income per share of $1.93, compared to $1.64 in Q3 2024 Quarter-end...

#CDNS Cadence Reports Third Quarter 2025 Financial Results

www.stocktitan.net/news/CDNS/cadence-report...

#Earnings to Watch - Week of Oct 27th, 2025
#BOH #CRI #DQ #KDP #RVTY #AGYS #AMKR #BBBY #CAR #CDNS #CFLT #CLS #CR #FFIV #NUE #NXPI #RMBS #UHS #V #CVNA #DAY #EBAY #FORM #GOOGL #KLAC #MELI #META #MSFT #CAH #CCCS #CMSA #COMM #CQP #CROX #DSGR #CVX #FET #GWW #IMO #LIN #LYB #MGA #NVT #RBC #TROW #XOM

This approach, which supports services like Content Delivery Networks #CDNs, is often more practical than the technically difficult goal of minimizing end-to-end transmission delay for every single data packet. 🧵

Defeating web Anonymity and Obfuscation — Akaw Labs Our 3 most commonly successfull approaches to defeating anonymising and obfuscating technologies like CDNs.

Check out my blog post on 3 easy ways to defeat web anonymity and obfuscation tools like
@cloudflare.social

www.akawlabs.com/blog/defeati...

#hacking #deanonymisation #redteaming #CDNs

Cadence Announces Third Quarter 2025 Financial Results Webcast Cadence (Nasdaq: CDNS) will webcast its third quarter 2025 financial results on Monday, October 27, 2025 at 2:00 pm PT. Presenters include Dr. Anirudh Devgan, president and CEO, and John Wall, SVP and CFO. A recording will be available for replay at cadence.com/cadence/investor_relations until the company’s webcast for its fourth quarter and fiscal year 2025 results.

#CDNS Cadence Announces Third Quarter 2025 Financial Results Webcast

www.stocktitan.net/news/CDNS/cadence-announ...

Cadence Unveils AI-Driven ROCS X AI-Enabled Molecular Search, Unlocking Multi-trillion Molecule Virtual Screening Cadence (NASDAQ:CDNS) has launched ROCS X, an AI-enabled virtual screening solution for drug discovery through its OpenEye business unit. The breakthrough technology enables scientists to conduct 3D searches across trillions of drug-like molecules, delivering a performance increase of at least 1000x over current approaches.In collaboration with Treeline Biosciences, ROCS X has already demonstrated success by helping identify over 150 novel compounds for potential drug candidates. The technology builds on Cadence's Orion Molecular Design Platform and combines OpenEye OMEGA conformer generation with ROCS virtual screening software. Validation testing showed 97% accuracy compared to traditional FastROCS enumerated search methods.Early access to ROCS X is currently available, with general availability expected in Q1 2026.

#CDNS Cadence Unveils AI-Driven ROCS X AI-Enabled Molecular Search, Unlocking Multi-trillion Molecule Virtual Screening

www.stocktitan.net/news/CDNS/cadence-unveil...

#PEI #Cdns need to step up and support small businesses

Cadence to Acquire Hexagon’s Design & Engineering Business, Accelerating Expansion in Physical AI and System Design and Analysis Cadence (Nasdaq: CDNS) has announced a definitive agreement to acquire Hexagon AB's Design & Engineering business, including MSC Software, for €2.7 billion. The deal structure comprises 70% cash and 30% Cadence common stock.The acquisition significantly expands Cadence's System Design & Analysis portfolio, building upon their 2024 Beta CAE acquisition. Hexagon's D&E business, which generated $280 million in revenue in 2024, brings flagship products MSC Nastran and Adams, along with over 1,100 employees globally.This strategic move strengthens Cadence's position in structural analysis and multiphysics simulation, particularly in automotive, aerospace, robotics, and physical AI applications. The transaction is expected to close in Q1 2026, subject to regulatory approvals.

#CDNS Cadence to Acquire Hexagon’s Design & Engineering Business, Accelerating Expansion in Physical AI and System Design and Analysis

www.stocktitan.net/news/CDNS/cadence-to-acq...

Cadence's New Power Analysis Tool Processes Billion-Gate AI Designs in Hours, Not Weeks Breakthrough tech enables 97% accurate power analysis of complex AI chips in 2-3 hours, transforming semiconductor design efficiency. Partnership with NVIDIA sets new industry standard. Get details.

#CDNS Cadence Accelerates Development of Billion-Gate AI Designs with Innovative Power Analysis Technology Built on NVIDIA

www.stocktitan.net/news/CDNS/cadence-accele...