Core Insights - Nanoveu's subsidiary EMASS is collaborating with Semtech Corporation to integrate advanced semiconductor technology for the industrial and IoT markets, focusing on long-range, battery-efficient intelligent devices [1] - The collaboration aims to facilitate the deployment of AI in power and bandwidth-constrained environments by integrating sensing, inference, and communication into a cohesive platform [2] Technology Integration - The project combines EMASS's ultra-low-power ECS-DoT edge-AI system on chip capabilities with Semtech's LoRa transceivers, enabling the development of intelligent sensors for various applications [1][3] - LoRaWAN technology allows for long-range, low-power connectivity, making it suitable for battery-operated devices over extensive distances [5] Practical Applications - The collaboration highlights the potential for autonomous sensing and actionable intelligence, providing OEMs with a blueprint for scaling intelligent sensors in smart cities, industrial settings, and remote asset monitoring [3][7] - Reference designs have been developed to showcase applications like predictive maintenance and acoustic event detection, demonstrating ECS-DoT's capabilities in environments with traditional limitations [7][8] Benefits for End Users - The integration of these technologies can lead to longer battery life, reduced network and cloud costs, and enhanced system autonomy and responsiveness [6] - The collaboration aims to provide engineers with tools to deploy autonomous sensing at scale, addressing challenges in monitoring remote industrial assets and enhancing security systems [10]

Core Viewpoint - Semtech Corporation is expected to report significant growth in earnings and revenue for its third quarter, with analysts projecting earnings of 45 cents per share and revenue of $266.42 million, indicating a year-over-year increase in both metrics [1]. Financial Performance - The anticipated earnings for the third quarter are 45 cents per share, up from 26 cents per share in the same period last year [1]. - The consensus estimate for quarterly revenue is $266.42 million, compared to $236.8 million a year earlier, reflecting a growth of approximately 12.5% [1]. Recent Developments - On October 8, Semtech announced a private offering of $350 million in new convertible senior notes and an exchange of existing notes [2]. - Following the announcement, Semtech shares experienced a decline of 3%, closing at $62.57 [2]. Analyst Ratings - Susquehanna analyst Christopher Rolland maintained a Positive rating and increased the price target from $65 to $80 [4]. - UBS analyst Timothy Arcuri maintained a Buy rating and raised the price target from $65 to $85 [4]. - Oppenheimer analyst Rick Schafer upgraded the stock from Perform to Outperform with a price target of $81 [4]. - Benchmark analyst Cody Acree maintained a Buy rating and increased the price target from $68 to $76 [4]. - Piper Sandler analyst Harsh Kumar maintained an Overweight rating and raised the price target from $55 to $65 [4].

Core Insights - Bullish (BLSH) is expected to report third-quarter 2025 results on November 19, 2025, with total adjusted revenue projected between $69 million and $76 million, and adjusted transaction revenue estimated at $25.5 million to $28 million [1][9] - The Zacks Consensus Estimate for earnings remains steady at 8 cents per share, with the revenue consensus pegged at $74.10 million [1] Revenue Drivers - The third-quarter performance of Bullish is anticipated to benefit from strong growth in Subscription Services and Other revenue, driven by Liquidity Services and CoinDesk-branded products [2][9] - The Liquidity Services business, particularly through collaboration with Solana and agreements with stablecoin issuers, is expected to significantly boost Subscription Services and Other revenue, projected to be between $43.5 million and $48.0 million for the quarter [3] - The CoinDesk Indices business is also expected to contribute positively, especially following the SEC approval of the Grayscale ETF based on the CoinDesk 5 index, which saw assets under management increase to $41 billion, up over $9 billion from the previous quarter [4] Regulatory Developments - The recent approval of the New York BitLicense is a key factor expected to benefit Bullish, allowing the company to officially launch its exchange in the U.S., which is anticipated to become its largest trading market [5] - The BitLicense provides regulatory clarity that is crucial for attracting institutional clients [5] Market Challenges - Fluctuations in Bitcoin prices may negatively impact Bullish's performance due to potential reductions in market-wide digital asset trading volumes [6] Earnings Expectations - According to the Zacks model, Bullish has an Earnings ESP of 0.00% and a Zacks Rank of 2, indicating a moderate outlook for an earnings beat [7]

Core Viewpoint - Rosen Law Firm is investigating potential breaches of fiduciary duties by the directors and officers of iRhythm Technologies, Inc. (NASDAQ: IRTC) [1] Company Summary - The investigation pertains to the governance practices of iRhythm Technologies, Inc. and the responsibilities of its directors and officers [1] Legal Context - The announcement highlights the role of Rosen Law Firm as a global investor rights law firm, indicating a focus on protecting shareholder interests [1]

Core Insights - Getac Technology Corporation has expanded its partnership with Semtech Corporation to integrate Semtech's AirLink® rugged in-vehicle routers into Getac's product offerings, enhancing solutions for public safety, utility, defense, and industrial sectors [1][2][3] Group 1: Partnership Details - The collaboration builds on over 20 years of reliance on Semtech's embedded cellular modules for reliable wireless connectivity in challenging environments [2] - The integration combines Getac's MIL-STD rugged laptops, tablets, and video solutions with Semtech's cellular router solutions, providing a complete solution for mobile command and mission-critical field operations [2][3] Group 2: Technological Advancements - The partnership aims to deliver always-on connectivity, seamless backup between 5G, LTE, Wi-Fi, and satellite, and support for next-generation applications such as IoT sensors and real-time analytics [3] - By pre-integrating AirLink cellular connectivity with Getac's rugged computing platforms, the partnership addresses deployment complexity and reduces time-to-deployment for mission-critical operations [3] Group 3: Operational Benefits - Customers can achieve operational advantages by simplifying procurement, support, and reducing total ownership costs with a single integrated solution [3] - Field teams gain secure access to real-time data, video, and automated dispatching, while IT can manage device fleets remotely through Semtech's AirLink Management Service (ALMS) [3] Group 4: Market Positioning - The alignment of global partner ecosystems between Getac and Semtech simplifies procurement and deployment for resellers and VARs, enhancing customer satisfaction [4] - Getac's established distribution network allows channel partners to offer rugged computing and secure wireless connectivity in one package, accelerating sales cycles [4]

Core Insights - U.S. stocks experienced a decline, with the Dow Jones index dropping over 100 points on Tuesday [1] - United Natural Foods, Inc. reported better-than-expected fourth-quarter EPS and sales, leading to a significant rise in its stock price [1] Company Performance - United Natural Foods reported net sales of $7.70 billion for the quarter, exceeding Wall Street's estimate of $7.64 billion, but down 5.6% from $8.16 billion a year earlier [2] - The company recorded an adjusted net loss of 11 cents per share, which was better than the expected loss of 19 cents per share, compared to an adjusted earnings of 1 cent per share in the prior-year period [2] - Following the earnings report, United Natural Foods shares surged 14.6% to $36.40 [2] Other Notable Stock Movements - Wolfspeed, Inc. shares increased by 39.3% to $30.80 after announcing a reorganization plan [5] - AnaptysBio, Inc. saw a 34% rise to $31.28 after announcing plans to separate its business into two independent companies [5] - Nuvation Bio Inc. shares rose 17.2% to $3.7750 after Jefferies initiated coverage with a Buy rating and a $10 price target [5] - CoreWeave, Inc. gained 14.8% to $140.68 following reports of securing a $14 billion deal with Meta [5] - UiPath Inc. rose 9.4% to $13.74 after announcing a partnership with OpenAI [5]

Core Viewpoint - Semtech Corporation is facing a class action securities lawsuit due to alleged securities fraud that negatively impacted investors between August 27, 2024, and February 7, 2025 [1][2]. Group 1: Lawsuit Details - The lawsuit claims that Semtech made false statements regarding its CopperEdge products, which did not meet customer needs, leading to necessary changes in rack architecture [2]. - As a result of these issues, sales of CopperEdge products are expected to be lower than anticipated, affecting the company's performance in fiscal 2026 [2]. - The defendants' positive statements about the company's business and prospects are alleged to be materially misleading and lack a reasonable basis [2]. Group 2: Next Steps for Investors - Investors who suffered losses during the specified timeframe have until April 22, 2025, to request appointment as lead plaintiff, although participation in any recovery does not require this [3]. - Class members may be entitled to compensation without any out-of-pocket costs or fees [3]. Group 3: Firm Background - Levi & Korsinsky has a strong track record in securities litigation, having secured hundreds of millions of dollars for shareholders over the past 20 years [4]. - The firm has been recognized in ISS Securities Class Action Services' Top 50 Report for seven consecutive years as one of the leading securities litigation firms in the U.S. [4].

Core Viewpoint - Securities class action lawsuits have been filed against Semtech Corporation for allegedly making materially false and misleading statements regarding its business operations and product performance during the specified Class Period [1][3]. Group 1: Allegations Against Semtech - The complaint claims that Semtech's CopperEdge products did not meet customer needs, leading to required changes in rack architecture [3]. - It is alleged that sales of CopperEdge products would not ramp up as expected during fiscal 2026, resulting in lower-than-anticipated sales [3]. - The positive statements made by Semtech regarding its business and prospects are claimed to be materially misleading and lacking a reasonable basis [3]. Group 2: Legal Process and Participation - Investors in Semtech have until April 22, 2025, to seek appointment as lead plaintiff representatives in the class action [4]. - A lead plaintiff is typically the investor or small group with the largest financial interest and is responsible for directing the litigation [4]. - Participation as a lead plaintiff does not affect the ability of other investors to share in any recovery from the lawsuit [4].

Core Viewpoint - The Gross Law Firm has issued a notice to shareholders of Semtech Corporation regarding a class action lawsuit alleging misleading statements and omissions related to the company's CopperEdge products [1][2]. Allegations - The complaint claims that during the class period from August 27, 2024, to February 7, 2025, Semtech's CopperEdge products did not meet customer needs, necessitating changes in rack architecture [1]. - As a result of these issues, sales of CopperEdge products are expected to be lower than anticipated, contradicting previous positive statements made by the company regarding its business and prospects [1]. Class Action Details - Shareholders who purchased shares during the specified class period are encouraged to register for the class action, with a deadline of April 22, 2025, to seek lead plaintiff status [2]. - Participants will be enrolled in a portfolio monitoring system to receive updates throughout the case lifecycle, with no cost or obligation to join [2]. Law Firm Background - The Gross Law Firm is a nationally recognized class action law firm dedicated to protecting investors' rights against deceit and fraud, aiming to hold companies accountable for misleading practices [3].

Core Viewpoint - A class action securities lawsuit has been filed against Semtech Corporation, alleging securities fraud that negatively impacted investors between August 27, 2024, and February 7, 2025 [1]. Group 1: Lawsuit Details - The complaint claims that Semtech made false statements regarding its CopperEdge products, which allegedly did not meet customer needs, leading to required changes in rack architecture [2]. - As a result of these issues, the sales of CopperEdge products are expected to be lower than anticipated, contradicting previous positive statements made by the company about its business and prospects [2]. Group 2: Next Steps for Investors - Investors who suffered losses during the specified timeframe have until April 22, 2025, to request appointment as lead plaintiff, although participation in any recovery does not require this role [3]. - Class members may be entitled to compensation without any out-of-pocket costs or fees, ensuring no financial obligation to participate [3]. Group 3: Firm Background - Levi & Korsinsky has a strong track record, having secured hundreds of millions of dollars for shareholders and being recognized as one of the top securities litigation firms in the U.S. for seven consecutive years [4].