Optical Interconnect

Business

Beyond the Blue Chips: Three European Small-Caps Drawing Investor Scrutiny in February 2026

Amidst a tentative market recovery, investors are broadening their horizons beyond established giants. We examine three European small-cap companies—spanning biotech, online gaming, and retail—that are capturing attention for their potential, while navigating the high-risk, high-reward landscape typical of their market segment.

Feb 5, 2026

Business

Hidden Gems: European Value Stocks Trading at a Discount in February 2026

Amidst a cautiously optimistic market backdrop, several European companies appear significantly undervalued based on cash flow projections. We examine three standout opportunities for investors looking beyond the headlines.

Feb 5, 2026

Business

Coherent Sheds Tools Unit, Sharpens Focus on Core Photonics and Debt Reduction

Following the sale of its non-core Tools for Materials Processing business, Coherent plans to streamline operations, strengthen its balance sheet, and double down on high-growth photonics markets critical to AI and communications infrastructure.

Feb 5, 2026

Business

Asia's Tech Surge: T&S Communications and Other High-Growth Stocks Defy Market Volatility

While global markets present a mixed picture, Asia's technology sector remains a beacon for growth-focused investors. We examine three standout companies—T&S Communications, Dexerials, and Kohoku Kogyo—that are navigating economic shifts with innovation and strategic agility, offering compelling prospects in the region's dynamic tech landscape.

Feb 5, 2026

Business

Beyond the Foundry: How Tower Semiconductor Powers the AI Optics Boom

As data centers strain under AI workloads, a critical bottleneck is emerging in data transmission. Tower Semiconductor, often overlooked as a specialty foundry, is emerging as a key enabler of the pluggable optics technology set to dominate the next phase of AI infrastructure.

Feb 5, 2026

Business

Palantir's AI Platform Power: Analysts See 'Ontology' as Key to Sustained Growth Amid Valuation Debate

As Palantir Technologies (PLTR) continues its ascent, a bullish investment thesis gaining traction centers on its proprietary 'Ontology' system. Proponents argue this technology positions the data analytics firm not just as a software vendor, but as an indispensable network for enterprise AI, capable of defying traditional growth slowdowns.

Feb 5, 2026

Business

TTM Technologies Surges on AI and Defense Demand, Posts Record Quarter and Ambitious Growth Outlook

TTM Technologies (TTMI) capped off fiscal 2025 with a record-breaking fourth quarter, fueled by surging demand for AI infrastructure and defense electronics. The company projects robust growth for 2026, underpinned by strategic capacity expansions and a dominant position in key high-tech supply chains.

Feb 5, 2026

Business

SiTime Caps Record Year with Explosive Growth, Unveils Transformative $1.5B Renesas Deal

MEMS timing leader SiTime posts exceptional Q4 results, with revenue soaring 66% year-over-year, driven by booming demand in AI and data center markets. The company simultaneously announces a landmark acquisition of Renesas' timing business, positioning itself for expanded scale and leadership.

Feb 5, 2026

US

Sanders' Campaign Spent Over $550,000 on Private Jet Travel in 2025, Filings Reveal

Federal Election Commission records show Senator Bernie Sanders allocated substantial campaign funds to private jet services during his nationwide 'Fighting Oligarchy' tour with Rep. Alexandria Ocasio-Cortez, raising questions about the consistency of his climate advocacy.

Feb 5, 2026

Business

Interactive Brokers Soars 16% in January on Record Growth and Surging Profitability

The global brokerage giant continues to capture market share with its automated, low-cost platform, reporting a staggering 79% pre-tax margin and accelerating account growth, driving its stock to new highs.

Feb 5, 2026

Business

Titan Minerals Hits Deep Gold-Silver Extensions at Dynasty, Bolstering Case for Major Resource Upgrade

Final assays from Titan Minerals' resource drilling at its Dynasty Gold Project in Ecuador have significantly extended high-grade mineralization at depth, promising a substantial boost to the project's resource base ahead of a key update scheduled for early 2026.

Feb 5, 2026

Business

Fabrinet Shares Slide 10% Despite Strong Earnings and Bullish HPC Outlook

Fabrinet (FN) reported robust fiscal Q2 2026 results, beating estimates with revenue of $1.13B and issuing upbeat guidance. However, the stock fell sharply as investors weighed aggressive expansion plans against high expectations and execution risks.

Feb 4, 2026

Business

Cramer's Take on Marvell: 'A Derivative Player' in the High-Stakes Chip Arena

CNBC's Jim Cramer offered a nuanced assessment of Marvell Technology, praising its execution but labeling it a 'derivative' company in the competitive semiconductor landscape, sparking debate among investors.

Feb 4, 2026

Business

Tesla's Next Act: Beyond the Car, a High-Stakes Bet on Energy, Autonomy and Robotics

As Tesla's stock navigates volatile valuations, a growing chorus of investors is betting the company's future lies not just in electric vehicles, but in its emerging high-margin businesses and a pipeline of ambitious projects set to redefine its revenue base by the end of the decade.

Feb 4, 2026

Business

Uber Revs Up for New Era: Macau Re-entry, Cash Rides Test, and CFO Shift Signal Strategic Pivot

Uber Technologies is making bold moves on multiple fronts, re-entering Greater China through Macau, testing cash payments in the U.S., and appointing a new CFO. These steps come as the company doubles down on investments in autonomous vehicles and AI, aiming to balance growth with financial discipline in a competitive global market.

Feb 4, 2026

Business

Jacobs Rides AI Wave to Record Profits, Sees Surging Demand for Data Centers and Chip Plants

The Dallas-based engineering giant posted a dramatic turnaround to profit in its latest quarter, crediting a booming pipeline of AI-driven data center and semiconductor projects alongside strong water sector demand.

Feb 4, 2026

Business

Qualcomm's Strategic Pivot: From Smartphone Giant to Telecom, Edge AI, and Automotive Powerhouse

Qualcomm is aggressively diversifying beyond its core smartphone business, forging key partnerships in Open RAN with Rakuten Mobile and 1Finity, launching an Asia-Pacific edge AI initiative, and securing a major automotive design win with ECARX. This strategic expansion signals a fundamental shift for the chipmaker as it aims to become a central player in next-generation infrastructure and intelligent systems.

Feb 4, 2026

Business

Novartis, Sandoz Face 43-State Lawsuit Over Alleged Generic Drug Price-Fixing Conspiracy

A coalition of 43 state attorneys general has filed a sweeping lawsuit accusing pharmaceutical giant Novartis and its former subsidiary Sandoz of orchestrating a massive bid-rigging scheme for 31 generic drugs, calling it one of the most brazen conspiracies ever uncovered in the industry.

Feb 4, 2026

Business

Musk Merges SpaceX and xAI in Trillion-Dollar Push for Orbital Data Centers, Starship to Play Pivotal Role

Elon Musk consolidates his space and AI ventures in a landmark deal, aiming to deploy a constellation of satellites to power next-generation, space-based data centers, with the colossal Starship rocket slated as the primary launch vehicle from 2026.

Feb 4, 2026

Business

SpaceX and xAI Merge in Historic $1.25 Trillion Deal, Forging Musk's Ultimate Tech Conglomerate

Elon Musk has consolidated his space exploration and artificial intelligence ventures, merging SpaceX and xAI in a landmark transaction that creates a single entity valued at approximately $1.25 trillion. The move signals a strategic pivot to intertwine AI development with interplanetary ambition, though it raises immediate questions about regulatory oversight and market concentration.

Feb 4, 2026