Bitmine Immersion Technologies

Business

Tower Semiconductor Bets Big on AI and Photonics with $650M Expansion Amid Soaring Valuation Questions

Tower Semiconductor (TSEM) has captured market attention with record revenue guidance and a major $650 million capacity expansion targeting silicon photonics and SiGe technologies. While shares have surged over 58% in 90 days, analysts are now debating whether the stock's premium valuation fully prices in future growth in AI, 5G, and data center markets.

Jan 30, 2026

Business

Voyager Breaks Ground on Major Pueblo Defense Complex, Signaling U.S. Industrial Base Push

Voyager Technologies has commenced a significant expansion of its defense manufacturing facility in Pueblo, Colorado, marking one of the region's largest military-industrial investments in recent years. The project aims to bolster domestic production for missile defense and munitions, integrating advanced automation and AI-driven logistics.

Jan 30, 2026

Business

A £25m Question: Why Is the UK Government Investing in Octopus's 'Powerhouse' Tech Firm?

The UK government's £25m investment in Octopus Energy's Kraken Technologies through the British Business Bank raises critical questions about the use of taxpayer funds to back an already scaled, global, and recently loss-making platform.

Jan 30, 2026

Business

Analyst Cuts Pagaya Target But Stays Bullish Amid Strong Growth Metrics

Keefe Bruyette trimmed its price target on Pagaya Technologies (PGY) to $35, while maintaining an Outperform rating. The adjustment comes despite the AI-driven lending platform reporting robust Q3 growth and a record partner pipeline.

Jan 30, 2026

Business

L3Harris Declares "Best Year Ever," Charts Course with Missile Unit IPO and Strategic Portfolio Shift

Defense contractor L3Harris Technologies capped off a record 2025 with surging orders and a strategic pivot, announcing plans to take its high-growth Missile Solutions unit public in 2026 while securing a novel $1 billion investment from the Department of War to accelerate production.

Jan 30, 2026

Business

Against the Odds: How Ethos Defied the Insurtech Curse to Reach Nasdaq

As a profitable outlier in a battered sector, Ethos Technologies' successful IPO marks a pivotal test for investor appetite in 2026's tech listings, even as its debut valuation reflects a more sober market reality.

Jan 30, 2026

Business

AI Data Surge Fuels Western Digital's Strong Q2, Drives High-Capacity Storage Demand

Western Digital's fiscal Q2 2026 results showcase robust growth, with revenue climbing 25% year-over-year to $3.0 billion. The company credits accelerating AI adoption for driving demand for its high-capacity nearline hard drives and advanced technologies like HAMR and UltraSMR.

Jan 30, 2026

Business

Lumen Sheds Consumer Fiber, Doubles Down on Enterprise AI with Landmark Certification

Lumen Technologies pivots decisively toward the enterprise sector, achieving a pioneering AI management certification while divesting its remaining consumer fiber assets to AT&T, signaling a strategic consolidation around business and government services.

Jan 30, 2026

Business

AMD and GIGABYTE Forge Deeper Alliance, Bringing On-Device AI to Mainstream Gaming and Creator PCs

GIGABYTE is expanding its strategic partnership with AMD to launch a new generation of AI-enhanced gaming laptops, motherboards, and monitors. This collaboration integrates AMD's Ryzen AI and 3D V-Cache technologies directly into consumer hardware, aiming to deliver tangible benefits in gaming smoothness, system stability, and creative workflow acceleration.

Feb 2, 2026

Business

Analysts Bullish on Applied Materials as Chip Spending Surge Lifts Equipment Giant

Driven by a global wave of semiconductor investment, Applied Materials (AMAT) has received a series of analyst upgrades. Mizuho and Deutsche Bank are among those highlighting the company's strategic position to benefit from expansive fab construction in the U.S., Taiwan, and Japan, and its key role in next-generation chip technologies.

Feb 2, 2026

Business

Disney Bets Big on Middle East with Abu Dhabi Resort, Appoints New Strategy Chief

The Walt Disney Company announces plans for its first theme park in the Middle East—a full-scale resort in Abu Dhabi—alongside a key executive appointment aimed at refining long-term corporate strategy and investor relations.

Jan 30, 2026

Business

Crystal International Unveils Smart Logistics Hub in China, Boosting Automation and Sustainability

The global apparel manufacturer is launching a state-of-the-art logistics center in China, featuring a fully automated closed-loop material flow system. The facility aims to slash fabric transfer times by up to 75%, optimize inventory, and advance the company's 2030 sustainability goals through solar power and waste-reduction technologies.

Jan 30, 2026

Business

Mobileye Eyes 2026 as Pivotal Year Amid Analyst Backing and Strategic Shifts

Despite recent guidance revisions, Mobileye Global retains strong buy ratings from analysts who see significant upside potential, as the company positions 2026 for a strategic transition in the autonomous driving sector.

Feb 2, 2026

Business

William Blair Touts Rambus as a Leading Force in the Booming DRAM Market

Investment firm William Blair has initiated coverage on Rambus Inc. with an 'Outperform' rating, highlighting the chip designer's dominant market share in interface circuits and its strategic positioning to capitalize on surging demand from AI data centers and server DRAM upgrades.

Feb 2, 2026

Business

IREN Pivots from Bitcoin Mining to AI Infrastructure with Major Microsoft, Dell Deals

Digital infrastructure firm IREN secures a landmark $9.7 billion agreement with Microsoft and a massive GPU procurement from Dell, marking a strategic shift from cryptocurrency mining to powering the AI cloud boom.

Feb 2, 2026

Business

Fidelity, Broadcom Reach Settlement in Critical Software Access Dispute

Fidelity Investments and Broadcom have settled a legal dispute that threatened Fidelity's access to business-critical software, averting a potential operational crisis. The agreement, reached just before a key court hearing, ensures continued service for a Fidelity subsidiary.

Feb 2, 2026

Business

TSMC Bets Big on AI Future with Record $56 Billion Capex Plan, Fueling Market Optimism

Taiwan Semiconductor Manufacturing Co. (TSMC) has unveiled an aggressive capital expenditure plan for 2026, signaling robust confidence in sustained demand driven by artificial intelligence and high-performance computing, which has spurred a significant rally in its shares and upward revisions from analysts.

Feb 2, 2026

Business

Baidu's Stock Surge: A 75% Annual Gain Defies Earnings Slump, Spotlighting AI Ambitions

While passive index funds track the broader market, selective stock picks can deliver outsized returns. Baidu's (NASDAQ: BIDU) shares have soared 75% in the past year, dramatically outpacing the market. This rally comes despite a significant drop in earnings, shifting investor focus towards the company's long-term strategic bets in artificial intelligence and autonomous driving.

Feb 2, 2026

Business

Beyond the Penny Label: Three TSX-Listed Small Caps With Strong Balance Sheets and Growth Ambitions

As the TSX rides a wave of broad-based earnings optimism, a closer look reveals smaller companies, often miscategorized as 'penny stocks', that combine financial resilience with clear growth trajectories. We examine three such firms with market caps up to CA$700 million.

Feb 2, 2026

Business

Beyond Nvidia: How Broadcom and TSMC Are Carving Out the Next Frontier in AI Chips

As tech giants scramble to curb soaring AI costs, a strategic pivot toward custom silicon is reshaping the competitive landscape, with Broadcom's design prowess and TSMC's manufacturing dominance creating a powerful new axis of influence.

Feb 2, 2026