As the tech world's giants build their AI ambitions, chip designer Arm Holdings stands at the center. With its Q3 earnings report on the horizon, investors are weighing whether its foundational role justifies a premium valuation.
Allegro MicroSystems (ALGM) reported strong fourth-quarter results, with revenue surging 29% year-over-year to $229.2 million, surpassing analyst expectations. The chip designer's growth was fueled by record data center sales and robust demand in automotive, particularly for electric vehicles and ADAS.
As hyperscalers seek alternatives to expensive GPUs, Broadcom's custom chip design expertise positions it to capture a massive share of the projected $1.4 trillion data center capex market by 2030.
Chinese autonomous driving leader WeRide has launched its proprietary general-purpose simulation model, Genesis, designed to bridge the gap between real-world data and virtual testing. The platform promises to drastically cut development time and costs for AV systems, from advanced driver-assistance features to fully autonomous robotaxis.
CIBC reaffirms its Outperform rating on Thomson Reuters (TRI) as the information giant accelerates its strategic push into AI-driven compliance and legal tools, launching new products in the US and UK markets.
The long-term strategic partnership will leverage IQVIA's data-as-a-service platform to unify and streamline commercial data across 59 countries, aiming to accelerate product launches and enhance decision-making for the pharmaceutical giant.
The protective packaging leader's 2025 recycling achievement, driven by customer partnerships and its EmeraldPak product, marks a significant step in its 'Stairway to Green' initiative and underscores growing industry momentum for closed-loop systems.
As the software sector faces a broad sell-off, Figma's valuation is being scrutinized through a dual lens: fears of AI disruption to traditional design work and optimism over its own AI-integrated platform. With short interest easing, the market is weighing the company's long-term positioning at the convergence of collaboration and automation.
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.
Mizuho Securities dramatically raised its price target on SanDisk, forecasting a severe NAND flash memory shortage driven by explosive AI server demand and constrained production capacity through 2027.
AppFolio Inc. reported a 22% year-over-year revenue surge in its fourth quarter, driven by AI innovation and premium product adoption, while navigating industry-wide cost pressures. The company also issued optimistic guidance for 2026.
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.
DXC Technology's latest earnings reveal a company in transition, betting big on 'AI-native' products to offset declines in its legacy IT services. While revenue dipped, improved bookings and a strong cash position signal cautious optimism for its strategic pivot.
While Intel grapples with supply constraints and valuation concerns, rival AMD is capitalizing on the AI boom with aggressive product roadmaps and surging market share, positioning itself for sustained long-term 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.
With a fortified war chest and production scaling up, Rivian is poised for its most critical test yet: winning over the mass market with its upcoming R2. While the financial runway is clear, the road to profitability hinges on consumer appetite for the new, more affordable model.
Investment firm Hussman Strategic Advisors has liquidated its entire stake in TG Therapeutics, a move that comes as the biotech's stock lags behind broader market gains despite reporting strong revenue growth for its flagship product.
In a landmark move, Venezuela's interim government has enacted a sweeping reform of its oil industry, dismantling the state monopoly that defined its socialist era. While aimed at reviving production, the new hybrid system raises critical questions about transparency, U.S. influence, and its true appeal to foreign capital.
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.
In a landmark shift, Venezuela's interim government has enacted a sweeping reform of its oil industry, dismantling decades of state control. The move aims to revive production but faces deep-seated risks and questions over who will truly benefit.
