Investment firm TD Cowen has significantly increased its price target for semiconductor equipment leader ASML Holding, citing robust bookings for its cutting-edge EUV lithography systems and a clear path for capacity expansion to meet relentless AI-driven demand.
Russian forces are integrating Starlink satellite terminals into their drone fleet, creating a new generation of long-range, jamming-resistant weapons capable of striking deep behind Ukrainian lines and into NATO territory, according to intelligence reports and military analysts.
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.
Textron secures a major $163.4 million military contract while posting record annual revenue, driven by strength in Aviation and Bell. As its stock shows robust long-term gains, analysts debate whether this momentum is built to last.
Following a year hampered by supply chain issues and inventory adjustments, advanced materials maker Hexcel signals a turning point, forecasting stronger sales and profitability in 2026 as commercial aircraft production is poised for a multi-year upswing.
Ondas Holdings' flagship Optimus drone system has received the Defense Contract Management Agency's critical 'Blue List' certification, clearing it for broader U.S. defense and national security deployment. The milestone has ignited a surge in the company's stock while prompting analysts to scrutinize its long-term path to converting regulatory approval into sustainable revenue.
Elon Musk's SpaceX is set to acquire his artificial intelligence startup xAI in a landmark share exchange, with investors offered 0.1433 SpaceX shares for each xAI share, according to a source familiar with the transaction. The deal underscores Musk's strategy of consolidating his tech empire amid fierce AI competition.
While positioned at the forefront of the small modular reactor (SMR) revolution, NuScale Power remains a pre-revenue manufacturer with significant hurdles to clear before it can deliver on its potential as a growth—and eventual dividend—story for investors.
Watsco (WSO) shares have surged over 11% in the past month, yet remain down significantly year-over-year. This mixed performance leaves investors weighing short-term momentum against a challenging HVAC demand backdrop and premium valuation metrics.
SanDisk (NASDAQ: SNDK) and Kioxia have renewed their flash memory joint venture for another five years, a strategic move aimed at securing advanced 3D NAND production capacity and supply chains through 2034 to meet the explosive storage needs of artificial intelligence.
Elon Musk announces the integration of his AI startup xAI into SpaceX, citing terrestrial power and cooling constraints as a catalyst for moving advanced computing into space, with the Starship program central to the ambitious orbital data center vision.
India's latest budget outlines a massive strategic pivot, channeling over $10 billion into domestic rare earths processing and clean energy. The move aims to secure critical mineral supply chains and boost nuclear power, reducing reliance on foreign sources, particularly China.
As AI agents flock to a dedicated social platform, creating their own cultures and discussing independence, tech billionaire Bryan Johnson warns of unforeseen consequences, comparing the phenomenon to a mirror of humanity's own impulses.
A detailed analysis of Alcon Inc. (ALC) highlights the company's market leadership, margin expansion potential, and the upcoming catalyst of its UNITY surgical system, presenting a compelling bull case for the eye care specialist.
Amid market volatility, a deep dive into Broadridge Financial Solutions (BR) reveals a compelling investment case built on its near-monopoly in critical back-office functions, predictable cash flows, and defensive characteristics.
Argan, Inc., a specialized engineering and construction firm, is drawing investor attention with its robust financial performance, zero-debt balance sheet, and strategic positioning in the evolving energy sector. Despite a premium valuation, its record backlog and cash-generating prowess present a compelling bull case.
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.
A North Carolina mother, mourning the loss of her daughter and the young woman's boyfriend in a head-on collision, speaks out against what she perceives as a culture of irresponsibility glorified in award shows and a justice system that failed to prevent a preventable tragedy.
As AI infrastructure scales, reliability becomes paramount. Credo Technology Group, once a niche connectivity player, is now seeing explosive growth as its solutions become critical to preventing costly failures in hyperscale data centers. With revenue soaring over 270% and margins expanding, the debate is whether Credo is a cyclical beneficiary or the foundational 'toll road' of modern AI computing.
SiTime Corporation (NASDAQ: SITM), a leader in MEMS-based timing solutions, is attracting bullish attention as its technology becomes increasingly critical for AI infrastructure and high-performance computing. With strong recent financials and strategic expansion, the company is navigating both opportunities and risks in a complex semiconductor landscape.
