Chip Manufacturing

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

BofA Doubles Down on Hesai Group, Boosts Price Target on Lidar Leadership and Regulatory Tailwinds

Bank of America Securities has reaffirmed its Buy rating on Hesai Group (HSAI), raising its price target to $32, citing the lidar maker's technological milestones, strategic partnership with NVIDIA, and favorable regulatory developments for autonomous driving.

Jan 30, 2026

Business

KLA Navigates Supply Chain Headwinds to Post Record Revenue, Eyes 2027 for Advanced Packaging Surge

KLA Corporation reports robust fiscal 2025 results driven by AI demand, but warns of supply constraints and geopolitical factors tempering near-term growth, with a significant acceleration projected for late 2026 and 2027.

Jan 30, 2026

Business

SanDisk Soars on AI-Driven Demand, Signals Strategic Shift to Long-Term Contracts

SanDisk's fiscal Q2 2026 results smashed expectations, fueled by surging AI infrastructure needs and a tightening NAND market. The company announced a pivotal move towards multi-year commercial agreements, forecasting even stronger growth ahead.

Jan 30, 2026

Business

MaxLinear Declares 2025 an 'Inflection Year' as Infrastructure and Optical Tech Drive Record Growth

Chip designer MaxLinear capped off a transformative 2025 with a strong fourth quarter, reporting 30% full-year revenue growth and positive cash flow ahead of schedule. CEO Kishore Seendripu pointed to surging demand in data center optical interconnects and wireless infrastructure as key catalysts, positioning the company for even faster growth in 2026.

Jan 30, 2026

Business

Woodward Soars on Strong Aerospace and Industrial Demand, Raises Full-Year Outlook

Woodward, Inc. (WWD) kicked off fiscal 2026 with robust first-quarter results, driven by exceptional performance in commercial aerospace services and broad-based industrial growth. The company reported a 29% year-over-year sales increase and a 54% jump in EPS, prompting an upward revision to its annual guidance.

Feb 2, 2026

Business

Fabrinet Shatters Records with 36% Revenue Surge, Fueled by AI and Telecom Boom

Fabrinet's Q2 2026 earnings reveal a historic quarter, with revenue hitting $1.13B driven by explosive growth in high-performance computing and telecom. The company signals sustained momentum with aggressive capacity expansion.

Feb 2, 2026

Business

Iconic Outdoor Retailer Eddie Bauer to Shutter North American Stores, Enter Bankruptcy

The storied outdoor apparel brand Eddie Bauer is set to close all its physical stores across North America and file for Chapter 11 bankruptcy, marking a pivotal moment for a century-old retailer struggling to adapt in a rapidly changing market.

Feb 2, 2026

Business

AI Job Displacement: More Hype Than Reality, Yale Study Suggests, as 'AI-Washing' Concerns Mount

Amid widespread anxiety over AI-driven job losses, a new report from the Yale Budget Lab finds little evidence of large-scale labor market disruption, raising questions about whether 'AI-washing' is being used to justify corporate layoffs.

Feb 2, 2026

Business

Insider Confidence: Three Asian Growth Stocks Where Leadership Holds Up to 40% Stake

Amidst a mixed Asian market landscape, companies with significant insider ownership are drawing investor attention. We examine three high-growth firms from South Korea and China where executives and directors have substantial skin in the game.

Feb 2, 2026

Business

The Hidden Engine of the Energy Transition: How Green Tech Fuels Fossil Fuel Demand

Record global investments in wind, solar, and EVs are paradoxically driving a surge in demand for coal, oil, and gas, as the production of essential materials like cement and steel remains locked into hydrocarbon-based economies, primarily in Asia.

Feb 2, 2026

Business

Microsoft's AI Bet Weighs on Shares Despite Record Revenue: Can the Tech Giant Regain Its Footing in 2026?

Despite posting record quarterly revenue driven by its cloud division, Microsoft shares have slumped to an eight-month low following its Q2 FY2026 earnings. The sell-off highlights investor concerns over the company's massive capital expenditures on AI infrastructure and its deepening ties to OpenAI.

Feb 2, 2026

Southeast Asian Exporters Defy US Tariffs, Widening Trade Gap with Washington

Despite facing increased US duties, Malaysia, Thailand, and Vietnam have expanded their trade surplus with the United States over the past year, even as their deficits with China grow, highlighting shifting global trade dynamics under renewed protectionist pressures.

Feb 2, 2026

Business

Cirrus Logic's Valuation Under the Microscope: Is the Stock Running Ahead of Itself?

Cirrus Logic (CRUS) shares have surged over 31% in the past year, prompting investors to question whether the current price fully reflects the company's prospects. A deep dive into valuation metrics suggests the semiconductor stock may be trading at a significant premium.

Feb 2, 2026

Business

Terrestrial Energy Secures U.S. DOE Backing for Pioneering Nuclear Fuel Pilot Project

Terrestrial Energy has entered into an Other Transaction Authority agreement with the U.S. Department of Energy for Project TEFLA, a pivotal initiative to demonstrate and integrate its proprietary IMSR Fuel Salt production into the domestic nuclear supply chain.

Feb 2, 2026

Business

Nvidia's Path to Millionaire Returns: A Realistic Look Beyond the Hype

While Nvidia's explosive past growth is legendary, its current $4.5 trillion valuation makes a single-stock millionaire story improbable. However, its pivotal role in the AI boom positions it as a powerful engine for market-beating returns, a critical component in any long-term wealth-building strategy.

Feb 2, 2026

Business

Alphabet's Q4 Earnings Preview: AI Momentum and Lofty Expectations

As Alphabet prepares to report its fourth-quarter results, investors are weighing the company's robust AI-driven growth against a stock that may have already priced in much of the good news.

Feb 2, 2026

Business

IonQ's Quantum Ambitions Face Market Reality Check: Is This Dip Worth Buying?

Despite a star-studded client list and explosive revenue growth, IonQ's towering valuation and the nascent state of quantum computing signal significant risk for investors eyeing the recent sell-off.

Feb 2, 2026

Business

Beyond the Chatbot: Veteran Analyst Pivots AI Investment Thesis to Physical World, Backs Tesla and Nvidia

As Wall Street remains fixated on software-based AI, a leading tech analyst argues the next trillion-dollar opportunity lies in 'physical AI'—machines that see, move, and act. Dan Ives of Wedbush singles out Tesla and Nvidia as the indispensable architects of this new industrial revolution.

Feb 2, 2026

Business

Markets Shrug Off Metals Rout, Focus on Strong Data and Trade Deals

Wall Street and the dollar advanced as robust economic indicators and a U.S.-India trade pact overshadowed a continued historic selloff in precious metals. Investors recalibrate around growth optimism and shifting geopolitical winds.

Feb 2, 2026