InterDigital (NASDAQ: IDCC) has laid out an ambitious financial roadmap for fiscal year 2026, forecasting revenues up to $775 million. The outlook is supported by a newly inked licensing agreement with LG Electronics and a key smartphone renewal, signaling strong momentum in its patent portfolio.
Altria Group (MO) posted stronger-than-expected Q4 revenue, driven by its core tobacco brands and oral nicotine products, but saw its shares fall as profit margins contracted sharply. The company is betting on a national rollout of its ON! Plus pouches and manufacturing upgrades to fuel its smoke-free future.
Pharmaceutical giant Eli Lilly announces a massive $3.5 billion investment in a new Pennsylvania manufacturing facility, aiming to scale up production of its blockbuster weight-loss therapies like retatrutide amid soaring global demand.
Applied Optoelectronics (AAOI) is positioning itself at the forefront of the AI infrastructure build-out, securing a significant 800G transceiver order from a hyperscale customer and expanding its Texas manufacturing footprint. While these moves signal strong revenue momentum, they also amplify existing concerns over customer concentration and profitability.
Applied Optoelectronics (AAOI) has secured a significant order for its high-speed 800G optical transceivers from a key hyperscale client, coinciding with a strategic expansion of its Texas manufacturing facility to meet surging AI data center demand.
Pharmaceutical leader Eli Lilly will build a new manufacturing facility in Lehigh County, marking the largest life sciences investment in Pennsylvania history and bolstering U.S. production of next-generation weight-loss drugs.
Eli Lilly announces a massive new manufacturing facility in Pennsylvania, part of a strategic pivot by major drugmakers to onshore production amid trade tensions and soaring demand for weight-loss drugs.
IonQ's acquisition of semiconductor foundry SkyWater Technology marks a pivotal shift, granting it a unique edge in chip manufacturing and positioning it as a frontrunner for lucrative government contracts in the nascent quantum computing race.
Taiwan Semiconductor Manufacturing Company's planned Arizona gigafab cluster, backed by a US$250 billion U.S.-Taiwan initiative, underscores its pivotal role in powering the AI revolution while raising questions about capital intensity and long-term returns in the reshoring era.
A pair of aviator sunglasses worn by French President Emmanuel Macron during a high-profile moment at Davos has triggered a global sales frenzy for the historic brand Henry Jullien. While the Italian-owned company sees its stock and orders surge, industry veterans question whether the presidential spotlight can stem the long-term decline of French eyewear manufacturing.
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.
GSI Technology Inc. reports a 12% year-over-year revenue increase for Q3 2026, driven by defense sector adoption of its Gemini-II APU. While R&D investments pressure margins, the company highlights a strong cash position and expanding applications in smart cities and robotics.
Tesla CEO Elon Musk announced the end of production for the flagship Model S and Model X during the Q4 earnings call, marking a pivotal shift towards autonomous vehicle fleets and humanoid robot manufacturing.
Following its strategic rebrand from SMART Global Holdings, Penguin Solutions (PENG) is positioning itself at the forefront of AI and high-performance computing infrastructure. Yet, its stock tells a complex story of short-term volatility against long-term potential, raising questions about its true valuation in a heated market.
Qualcomm is aggressively diversifying its business beyond smartphones, forging new partnerships in drone security and legal tech to establish its Snapdragon platform as a cornerstone for on-device AI and edge computing.
The White House has confirmed the launch of a major strategic initiative to stockpile rare earth elements, aiming to reduce American dependence on China for the critical minerals used in defense tech and consumer electronics.
Goodyear Tire & Rubber is overhauling its Avon Tyres brand and challenging U.S. tariffs in court, strategic moves analysts say are aimed at defending profitability amid cost pressures and competitive markets.
Phillip Securities initiates coverage of Palantir Technologies with a Buy rating, citing its AI software segment's robust growth and significant market expansion potential. A new partnership with Innodata aims to enhance Palantir's rodeo analysis platforms through advanced data services.
Founder Scott Davies steps into executive chairman role as the Welsh honey maker rebrands to Hilltop Food Group and targets doubling turnover within five years through international expansion and new product categories.
The pharmaceutical giant's final major U.S. facility will rise in Pennsylvania's historic Lehigh Valley, aiming to produce its promising triple-hormone drug retatrutide and bolster domestic supply chains for blockbuster obesity treatments.
