As Nvidia's historic rally sets a high bar, investors are looking for the next wave of AI winners. Micron Technology and Amazon present compelling cases with unique drivers in the booming ecosystem.
As the generative AI boom matures, profitability remains elusive for many software firms. We examine why investors are shifting focus to the essential hardware enablers, spotlighting Micron and Broadcom.
Financial Institutions Inc. (FISI) reported solid Q4 and full-year 2025 results, with net income reaching $73.4 million. The community bank, leveraging its deep roots in Upstate New York, is positioning for further growth in 2026, buoyed by major local investments like Micron's semiconductor project.
Chinese biotech firm Arctic Vision moves to create an integrated ophthalmology powerhouse by acquiring MDCO Technology's device business, combining drug and device expertise to address unmet needs in eye care.
Seaport Research analyst Scott Graham lowered Badger Meter's price target to $220 from $255, citing a slower sales pace in early 2025. The firm maintains a Buy rating, anticipating a stronger second half. The water technology company recently reported record annual sales and profits.
The European CE Mark under the stringent MDR has been granted for Cynosure Lutronic's innovative fractional resurfacing system, designed to improve safety and patient comfort through advanced cooling and precision technology.
Ripple's Chief Technology Officer, David Schwartz, has expressed skepticism about XRP reaching prices of $50 or $100, triggering a debate within the community as the cryptocurrency's value drops significantly this week.
The third-quarter earnings season revealed a stark divergence in performance among leading healthcare technology providers. While Omnicell impressed with strong results and a soaring stock, peers like Evolent Health and Astrana Health faced significant market headwinds despite revenue beats.
As global markets navigate a period of uncertainty, a select group of technology companies across Norway, Sweden, and Israel are posting explosive growth. We examine the financials and strategies behind Appear ASA, Hacksaw AB, and NextVision Stabilized Systems—firms turning innovation into investor returns.
Seagate Technology Holdings' stock surged following a strong fiscal Q2 report, fueled by robust demand from AI and data center markets. The company's revenue guidance and multi-year visibility for its advanced HAMR-based storage platform signal confidence in sustained growth, though execution risks remain.
As global investment in artificial intelligence infrastructure accelerates, a handful of semiconductor giants stand to reap outsized rewards. We examine the foundational players whose technology is enabling this historic build-out.
Financial technology firm Broadridge Financial Solutions prepares to release its fourth-quarter results before Tuesday's market open, with analysts projecting modest revenue growth against a backdrop of recent sector volatility.
As Jack Henry & Associates (JKHY) prepares to announce its fiscal fourth-quarter results, the financial technology sector watches closely. The report could set the tone for peers in a market segment recently under pressure.
NextEra Energy is aggressively pursuing long-term power supply agreements with major technology firms, positioning itself as a one-stop shop for clean, reliable electricity to fuel the data center boom. Its strategy hinges on a three-pronged approach: record renewable energy additions, potential nuclear fleet expansion, and a pioneering gas plant with carbon capture technology developed with ExxonMobil.
While both ETFs target the high-flying U.S. technology sector, a closer look reveals critical distinctions in diversification, concentration risk, and liquidity that could sway long-term portfolio outcomes.
QuantumScape's stock has plummeted 52% in three months, reigniting the debate over its valuation. While bulls point to a disruptive solid-state battery technology and a theoretical fair value of $55, skeptics highlight the absence of revenue and monumental scaling challenges. We examine the risks and rewards behind the volatility.
A revised price target for Haivision Systems (TSX:HAI) is shifting the investment narrative, prompting a closer look at the video streaming technology firm's prospects amid evolving market conditions.
Shares of Applied Optoelectronics (AAOI) soared to a record high Friday, driven by analyst optimism over its critical role in powering AI data centers with advanced laser technology.
In a major consolidation move within the quantum computing sector, IonQ has announced a definitive agreement to acquire U.S.-based semiconductor foundry SkyWater Technology for $1.8 billion. The deal aims to create a domestically controlled, vertically integrated platform to speed up the development and production of advanced quantum processors, citing both technological and national security imperatives.
Google's parent company unveils an AI-powered tool for generating interactive 3D worlds, signaling a strategic push into the core technology of game development and virtual experiences, with potential ripple effects across content creation and cloud infrastructure.
