While quantum computing startups capture headlines, IBM's decades-long investment and recent Nighthawk processor breakthrough are drawing serious capital from institutional investors, signaling enduring dominance in the enterprise quantum race.
Citi has updated its model for GlobalFoundries, lifting the price target to $42 and extending its valuation horizon to 2027. The move follows the chipmaker's strategic acquisition of Synopsys' ARC Processor IP business, aimed at accelerating its physical AI roadmap.
Rigetti Computing's roadmap hits a snag as it delays its next-generation 108-qubit processor to address error rates and fails to advance in a strategic DARPA program. The dual setbacks intensify scrutiny on the company's competitive position against well-funded rivals in the race for practical quantum computing.
As tech giants design their own AI processors, Broadcom's design expertise and TSMC's manufacturing might are creating a lucrative second front in the semiconductor boom, diversifying the winners beyond the GPU market leader.
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.
In a significant policy shift, Chinese authorities have reportedly cleared the AI startup DeepSeek to purchase Nvidia's advanced H200 processors, potentially easing a major hardware bottleneck for its competitive large language model.
John B. Sanfilippo & Son posts record revenue and a 32% jump in EPS for fiscal Q2 2026, even as higher nut costs and shifting consumer habits pressure sales volumes. The snack nut processor eyes future growth through operational efficiency and new bar production capacity.
All eyes are on Qualcomm as it prepares to release its quarterly earnings. With a strong track record of surpassing estimates, analysts are watching for signs of resilience in the smartphone and IoT markets.
Amidst market volatility, EVERTEC Inc. (EVTC) presents a compelling investment case. Trading at depressed valuation multiples, the Latin American transaction processing leader combines a 'boring but consistent' operational profile with significant potential for multiple expansion and steady growth, offering a unique risk/reward balance for patient investors.
As the AI infrastructure race intensifies, a critical bottleneck is emerging: memory. With demand for high-bandwidth memory (HBM) skyrocketing, Micron Technology finds itself at the center of a new investment thesis, drawing comparisons to the early days of Nvidia's AI-driven ascent.
As semiconductor manufacturing grows more complex, KLA's process control systems are becoming indispensable. With a dominant market position and resilient financials, the company is positioned to capitalize on long-term industry trends, though its premium valuation invites scrutiny.
NXP Semiconductors sharpens its strategic focus on the connected car, divesting its MEMS sensor business while snapping up Aviva Links to enhance its high-speed data link portfolio for next-generation vehicles.
Often overshadowed by flashier tech names, glass and materials science giant Corning has secured a multi-year, $6 billion agreement with Meta Platforms to supply optical fiber for AI data centers, positioning itself as a critical but under-the-radar beneficiary of the infrastructure build-out.
Giverny Capital hails Arista Networks as its top performer since inception, crediting its pivotal role in AI data center and cloud networking. As demand for AI capacity soars, Arista's strategic position with hyperscale clients fuels both impressive gains and a heated debate on whether its stock price has run too far, too fast.
The dramatic surge and sudden plunge in precious metal prices have thrown London's famed Hatton Garden into chaos, forcing jewellers, refiners, and families to navigate a volatile market with significant financial consequences.
Rigetti Computing secures a significant order to deliver a 108-qubit quantum system to India's Centre for Development of Advanced Computing, marking a key commercial milestone and international expansion for the company amidst volatile stock performance.
As AMD prepares to release its fourth-quarter results, the chipmaker finds itself at a critical juncture, balancing Wall Street's anxiety over AI infrastructure costs against its aggressive push to challenge Nvidia's dominance with new data center and PC products.
The payments giant reported a 15% jump in revenue, beating Wall Street estimates, as it positions itself to capitalize on emerging trends in stablecoins and AI-driven commerce.
Cocoa futures gained ground on Monday, reversing recent losses, as data showing reduced deliveries to ports in top-producer Ivory Coast triggered short-covering. The uptick comes despite a backdrop of ample global stocks and persistent demand weakness in key markets.
As AMD prepares to report its Q4 2025 results, robust data center demand and ramping MI350 AI chip deployments paint a bullish picture. Yet, heavy investment costs and a history of post-earnings stock dips suggest investors should temper expectations.
