Amtech Systems ( ASYS ), a semiconductor equipment maker, has been providing manufacturing solutions to the semiconductor industry for around three decades now. ASYS’s main expertise lies in the field of heat management equipment (70% of sales), where their automatedAnalyst’s Disclosure:I/we have no stock, option or similar derivative position in any of the companies mentioned, and no plans to initiate any such positions within the next 72 hours. I wrote this article myself, and it expresses my own opinions ...

Oil prices hit five-year lows… don’t expect a sustained turnaround anytime soon… why doesn’t AI energy demand prop up prices?… electricity versus oil… a big AI red flag from Eric FryVIEW IN BROWSERYesterday, oil prices slid to their lowest level in nearly five years.Brent Crude fell below $60 a barrel while West Texas Intermediate Crude (WTI) dropped into the mid-$50s.Both are rebounding as I write on Wednesday morning, but the overall trend here is weakness. Brent and WTI have shed 23% and 25%, respectivel ...

Core Insights - Quantum computing stocks have recently experienced a decline, with Rigetti Computing (RGTI) down approximately 6%, D-Wave Quantum (QBTS) down 7%, IonQ (IONQ) down 8%, and Quantum Computing (QUBT) down 9%, amid concerns over an AI bubble [1][6] - Analysts at Wedbush have initiated coverage on these stocks with "outperform" ratings, viewing quantum computing as a transformational technology with significant growth potential in the coming years [2][3] - By the end of the decade, quantum computing companies are expected to represent a larger share of total computing expenditure, despite currently being a small segment [3] Market Significance - Quantum computing stocks have benefited from the AI boom, with expectations that rising AI demand will increase computing needs [4] - Wedbush analysts have set a target price of $60 for IonQ, indicating nearly 30% upside, a $12 target for Quantum Computing suggesting a 16% gain, and $35 targets for Rigetti and D-Wave, implying they could add roughly half their value in the next 12 months [4] - Despite recent declines, D-Wave shares have nearly tripled in value this year, Rigetti has increased by close to 50%, and IonQ has added 10%, while Quantum Computing is down nearly 40% year-to-date [5]

Core Insights - Concerns about an AI bubble have impacted the tech sector, yet Micron continues to benefit from the AI boom, with shares rising over 5% after strong earnings results [1][5] Financial Performance - Micron Technology reported adjusted earnings per share of $4.78 for the fiscal first quarter, surpassing analysts' expectations of $3.96, with revenue increasing nearly 60% year-over-year to a record $13.64 billion [2] - The company projected adjusted earnings per share of $8.22 to $8.62 and revenue of $18.3 billion to $19.1 billion for the second quarter, significantly above consensus estimates [3] Market Position and Strategy - As a supplier for major AI chipmakers like Nvidia and AMD, Micron has gained strong momentum in its data center business, positioning itself as a "pick-and-shovel" play in the AI sector [3] - Micron's GAAP gross margin increased to 56% in the first quarter, up from approximately 38% a year earlier, with expectations to rise as high as 68% in the current quarter [4] Stock Performance - Micron's shares have nearly tripled in value in 2025, making it one of the top-performing stocks in the S&P 500 for the year [5]

Authored by Mark Penn via RealClearMarkets,For decades, marketers have been chasing the holy grail of marketing – the perfect ability to get the right ad to the right person at the right time in an effortless fashion. Before AI, this was never really possible. We moved from radio advertising to linear TV to digital, each  time getting closer to the holy grail but missing the mark on truly effective marketing. Now with AI-based advertising, this perfect ability is finally possible. Marketing used to be about ...

Core Points - TomaGold Corporation has successfully closed the second and final tranche of its non-brokered private placement, raising total proceeds of $1,007,000, bringing the aggregate proceeds to $2,112,000 [1][2] Group 1: Private Placement Details - The Final Tranche involved the issuance of 11,690,000 oversubscribed common shares at $0.05 per share and 10,562,500 units at $0.04 per unit, with each unit consisting of one common share and one-half of a share purchase warrant [2] - Each warrant allows the holder to purchase an additional share at $0.08 for a period of 24 months from issuance [2] - TomaGold paid cash finder's fees of $25,305 and issued 520,130 finder's compensation warrants, each entitling the holder to purchase one share at $0.08 for 24 months [3] Group 2: Use of Proceeds - The net proceeds from the sale of the units will be used for general and corporate working capital purposes, with no specific use exceeding 10% of the gross proceeds [4] - The gross proceeds from the sale of the flow-through shares will be allocated to eligible Canadian exploration expenses related to critical mineral mining [4] Group 3: Company Overview - TomaGold Corp. is a Canadian junior mining company focused on acquiring, exploring, and developing precious and base metal projects, primarily in Quebec and Ontario [6] - The company's core assets include the Obalski gold-copper-silver project and options to acquire 12 additional properties, including the Berrigan Mine and others [6] - TomaGold also holds a 24.5% joint venture interest in the Baird gold property and has lithium and rare earth element projects in the James Bay region [6]

Guggenheim Investments President Dina DiLorenzo discusses her investment strategy going into 2026. Speaking on "Bloomberg The Close," DiLorenzo says private credit will keep growing next year and comments on the company's utilization of AI. ...

Core Viewpoint - Nike is set to release quarterly financial results that may significantly impact investors [1] Financial Update Implications - The upcoming financial update is anticipated to have substantial implications for shareholders [1]

Core Points - The Executive Chairman of Unisync Corp., Renting (Tim) Gu, has acquired 800,000 common shares at a price of $1.31 per share, totaling $1,048,000 [1] - Following this acquisition, Mr. Gu's indirect ownership in Unisync increased to 1,839,764 common shares, representing approximately 9.7% of the outstanding shares [2] - If Mr. Gu exercises his stock options for an additional 225,000 shares, his total ownership would rise to approximately 10.7% [2] Company Information - Unisync's head office is located at 6695 Airport Road, Mississauga, Ontario L4V 1Y4 [3] - The common shares of Unisync are traded on the Toronto Stock Exchange under the symbol UNI [3]

If you like to see more ideas, please subscribe to the premium service "Value in Corporate Events" here and try the free trial. In this service we cover major earnings events, M&A, IPOs and other significant corporate events with actionable ideas. Furthermore, we provide coverage of situations and names on request!Over the summer, I concluded that Vital Farms, Inc. ( VITL ) was riding supply chain constraints. The strong brand and ethical focus have driven sales and margin growth, with the company actively ...