Laser technology firm nLIGHT is significantly expanding its manufacturing capacity and will debut a powerful new 70kW laser weapon system in Riyadh, signaling a strategic pivot to solidify its role in the high-energy defense laser market.
While Apple's latest earnings call focused on iPhone demand, CEO Tim Cook's repeated warnings of a severe memory chip shortage signal a major opportunity for suppliers like Micron Technology, which stands to gain from both pricing power and potential expanded contracts.
The Lenzing Group has moved from minority investor to majority owner of Swedish innovator TreeToTextile, marking a decisive step in commercializing a promising new cellulose fiber technology. The move coincides with Lenzing's partnership with Karl Mayer to advance warp knitting applications for sustainable fibers.
After a sharp recent pullback, Palantir Technologies' lofty valuation is under the microscope. While its long-term growth narrative remains compelling, traditional metrics suggest the stock may be pricing in near-perfect execution. We examine the numbers behind the debate.
Vaxcyte's shares have surged over 23% in the past month, sparking debate among investors. While a discounted cash flow model suggests significant upside, traditional metrics paint a more cautious picture. We examine the numbers and the narratives driving this biotech stock.
Financial analysts have raised nLIGHT's (LASR) fair value estimate by approximately 13%, citing more optimistic revenue projections and a lower discount rate. The adjustment reflects growing confidence in the laser technology firm's market position and future cash flows.
As Reddit gears up for its February 2026 earnings, its deepening ad tech integrations aim to convince marketers—and investors—that its platform can translate buzz into measurable business outcomes. But with a rich valuation and mixed analyst outlook, the path to profitable scale remains under scrutiny.
Elon Musk's consolidation of SpaceX and xAI into a single tech giant brings renewed scrutiny to its substantial bitcoin treasury, raising questions about accounting, volatility, and investor strategy as the company eyes a public listing.
The distinctive buzz over Ukrainian trenches increasingly originates not from military superpowers, but from nations like Cyprus, with a population of just over one million. The war has catalyzed a continent-wide surge in indigenous, high-tech defense production, reshaping Europe's strategic landscape.
Bernstein analysts have raised their price target for IBM following a robust fourth-quarter earnings beat, yet warn the stock's valuation appears stretched as the tech giant navigates AI-driven pressures on its core software and consulting businesses.
William Blair upgrades Palantir Technologies (PLTR) to 'Outperform,' arguing that a recent 30% decline in share price presents a buying opportunity for the AI and data analytics leader, citing strong government and commercial momentum.
Barclays reiterates its Overweight rating on Oracle, citing reduced financial uncertainty after the tech giant outlined plans to raise up to $50 billion. The move is seen as crucial for funding its aggressive push into cloud and AI infrastructure while preserving its credit rating.
Apple posts robust Q1 earnings, surpassing revenue and EPS estimates, yet Evercore ISI removes the tech giant from its tactical outperform list, signaling a strategic pivot towards other AI opportunities.
Xiaomi's shares have retreated sharply, down nearly 13% over the past month. While long-term investors remain in profit, the recent pullback raises questions about whether the tech giant is now undervalued or if market concerns over smartphone competition and EV investments are justified.
TSMC founder Morris Chang's rare public appearance alongside Nvidia's CEO underscores the chipmaker's pivotal role in global tech policy and its massive U.S. expansion amid shifting tariffs and supply chain dynamics.
The FDA's decision to lift a clinical hold on Intellia Therapeutics' pivotal Phase 3 trial has sent its shares soaring, reigniting a fierce debate among investors over whether the gene-editing biotech's potential is already priced in or if significant upside remains.
WEX strengthens its position in fleet and travel payments with a new dual-energy fleet card and a technology partnership with Nuvei, aiming to streamline complex B2B payment flows rather than pivot to new markets.
As the Eurozone's patchy recovery creates divergent opportunities, we spotlight three small-cap stocks—from Dutch media to Swedish medtech and satcom—that combine financial resilience with high-growth potential for the discerning investor.
While the ASX has seen modest gains, mining technology specialist Imdex has rewarded its investors with a total shareholder return of 118% since 2019. Recent performance suggests accelerating momentum, though analysts urge a closer look at underlying fundamentals.
As a broader sector slump looms into 2026, Dell Technologies demonstrates resilience, with analysts pointing to its strength in artificial intelligence infrastructure as a key differentiator.
