While IonQ captures headlines as a pure-play quantum computing stock, a deeper look reveals stronger investment opportunities lie with diversified tech titans who are building the quantum future on more stable foundations.
Jacobs Solutions outperformed Wall Street expectations in its latest quarter, driven by robust demand in life sciences, advanced manufacturing, and critical infrastructure. The company's record backlog and expanding digital consulting arm position it for sustained growth through 2026.
German industrial giant Henkel AG has struck a major deal to acquire Dutch coatings specialist Stahl Group for €2.1 billion, a move set to significantly expand its footprint in high-performance surface technologies.
Siemens Energy (XTRA:ENR) is capturing investor attention with plans to restart dividends and expand U.S. manufacturing, even as it grapples with losses and a potential spin-off of its Siemens Gamesa unit. The stock's strong rally has analysts debating if future growth is already priced in.
Marvell Technology's acquisition of optical interconnect specialist Celestial AI marks a significant push to capture a larger share of the booming AI data center market, aiming to integrate compute and networking under a unified architecture.
Corning's Q4 earnings revealed a tale of two stories: surging demand for AI-optimized optical products clashed with a revenue shortfall. While a landmark deal with Meta underscores tech leadership, analysts pressed management on scalability, margins, and the path to hitting ambitious growth targets.
Amid surging power demands driven by data centers and manufacturing, Siemens Energy is investing heavily in its U.S. workforce, with its specialized Gibsonton, Florida, plant playing a pivotal role in the global supply chain for gas turbine components.
Investors in Malaysian-listed P.I.E. Industrial Berhad (KLSE:PIE) have faced a punishing year, with total returns plummeting 52% against a market upswing. We examine the fundamentals behind the steep decline and what it signals for the electronics manufacturing services provider.
Shares in Siemens Energy jumped nearly 9% following the company's dual announcement of a major U.S. manufacturing investment to meet AI data center power demand and a potential future spin-off of its struggling Siemens Gamesa renewable energy division, pending a stabilization of its operations.
As a new round of negotiations kicks off in Washington, Vietnam's trade minister has signaled the country's readiness to significantly increase imports of American machinery and high-tech goods, aiming to balance a lopsided trade relationship.
The Trump administration is rallying international partners and launching a massive strategic reserve to break China's stranglehold on the supply of rare earths and other minerals vital to defense and tech industries.
Microsoft unveils its second-generation Maia 200 AI accelerator, deepening hardware independence while expanding AI collaborations with Itron, Richtech Robotics, and Perplexity. As the tech giant's cloud backlog swells—with a significant portion tied to OpenAI—investors are weighing the capital intensity and concentration risks of its all-in AI infrastructure bet against its long-term growth narrative.
Semiconductor equipment giant Applied Materials (AMAT) is demonstrating remarkable resilience and strategic positioning to capitalize on the next wave of AI infrastructure spending, with strong financials and a deep technological moat signaling potential upside.
HR and payroll software provider Paylocity (PCTY) is scheduled to release its fourth-quarter financial results after Thursday's market close, with investors watching for signs of resilience in a challenging environment for tech stocks.
Rigetti Computing's volatile journey continues as its shares tumbled 18% in January 2026. The decline is attributed to a critical product delay, a challenging macro environment for speculative tech, and a strategic move by key competitor IonQ.
Ford Motor Company has firmly denied a Financial Times report claiming it held exploratory talks with Chinese tech giant Xiaomi about a potential joint venture to produce electric vehicles in the United States, as geopolitical tensions cast a shadow over cross-industry collaboration.
Willis Towers Watson (WTW) reported strong fourth-quarter and full-year 2025 results, driven by organic growth across key segments and margin expansion. Executives highlighted strategic investments in technology and talent, the recent acquisition of Newfront, and a positive outlook for 2026 despite some sector-specific headwinds.
Following a blockbuster Q4 earnings report, Palantir Technologies demonstrates accelerating revenue and profitability, driven by its Artificial Intelligence Platform. Wall Street's most bullish forecast now sees a potential 73% upside for the stock.
The Trump administration unveils 'Project Vault,' a major public-private initiative funded by $10 billion in government-backed loans and $2 billion in private capital, aimed at securing domestic supplies of minerals critical to defense, energy, and tech sectors.
As the AI arms race fuels unprecedented demand for computing power, Taiwan Semiconductor Manufacturing Company emerges as a critical, albeit often overlooked, beneficiary. Its role as the world's primary advanced chipmaker offers investors a unique conduit to the trend, amidst both soaring growth projections and persistent geopolitical considerations.
