Press Release Bull: a New Brand to Drive the Future of Advanced Computing Paris, France – January 29, 2026 – Bull, a leading brand in advanced computing and AI, is officially launched today, marking the return of a historically rooted technology name, reimagined for a new era. Reinvented through a new identity and a clear sense of purpose, Bull is a global leader in high-performance computing, artificial intelligence and quantum innovation, with the ambition to shape a more responsible digital world, throu ...

Bitdeer Technologies Group (NASDAQ:BTDR) is one of the best US stocks to buy under $50. On January 16, analysts at BTIG reiterated a Buy rating on Bitdeer Technologies Group (NASDAQ:BTDR) and set a $25 price target. Bitdeer Technologies Group (BTDR) Gains Analyst Confidence with Strong Mining Growth and AI Expansion Source: Unsplash The research firm remains confident about the company’s prospects, having raised its 2025 revenue estimates to $615 million from an initial projection of $588 million. It al ...

Qnity Electronics, Inc. (Q) is a Delaware-headquartered technology company specializing in materials and solutions for the semiconductor and electronics industries. With a market cap of $18.8 billion, its businesses serve the full electronics value chain, from semiconductor fabrication and advanced packaging to interconnect solutions for advanced computing, AI, and next-generation devices. The semiconductor company is expected to announce its fiscal fourth-quarter earnings for 2025 soon. Ahead of the eve ...

技术筑基平台聚能 项目以"技术筑基，平台聚能"为理念，为算力建设、产业协同、成果转化及人才培养提供全方位支撑。其中，长 沙人工智能创新中心已建成200P算力，为全省最大AI公共算力平台；国家自主创新示范区成果展示馆集中呈现长 株潭540余件科创成果。结合国家级知识产权保护中心、创业基地、数据标注基地及"柳枝行动"孵化品牌，共同形 成推动创新的内生动力。 长沙晚报掌上长沙12月26日讯（全媒体记者 刘嘉）世界计算·长沙智谷在湖南湘江新区核心区加速崛起，以其总投 资180亿元、总建筑面积约300万平方米的规模，为长沙全力建设全球研发中心城市赋能添力。 据悉，项目由资产规模达748亿元的湖南麓谷发展集团牵头运营，已集聚人工智能、大数据等前沿领域企业200余 家，并依托200P算力的全省最大AI公共算力平台等八大支撑体系，构建从技术研发到成果转化的全链条生态，推 动先进计算产业集群发展。 产业集聚态势瞩目 园区聚焦算力、算法、算据、计算应用四大核心要素，重点布局人工智能、大数据、区块链、基础软件、5G技 术、工业互联网、信息安全等前沿产业。截至目前，已累计签约企业200余家，吸引了天数智芯、非雀医疗、麦济 生物等众多 ...

Key Takeaways ECL closed the Ovivo Electronics deal, expanding its high-tech water platform.ECL adds Ovivo's ultrapure water expertise to enhance circular water solutions for chip manufacturing.The acquisition is set to more than double ECL's high-tech water business with strong long-term growth.Ecolab (ECL) recently closed its previously announced acquisition of Ovivo’s Electronics business, a fast-growing global provider of ultrapure water technologies used in semiconductor manufacturing. The deal meaning ...

Core Points - Tesla CEO Elon Musk and Nvidia CEO Jensen Huang will discuss artificial intelligence, advanced computing, and digital infrastructure at the U.S.-Saudi Investment Forum [1] - The event follows a significant meeting between President Donald Trump and Saudi Crown Prince Mohammed bin Salman, where Saudi Arabia increased its trade and investment commitment to the U.S. from $600 billion to $1 trillion [2] - Musk's attendance at the dinner with Trump and the crown prince marks his first appearance at the White House since a public disagreement with Trump in June [3]

Core Points - Eviden has been awarded a contract extension by the Swiss Federal Office for Civil Protection (FOCP) for the Polyalert system, valid until 2031 and extendable until 2035, highlighting the company's technological expertise and adaptability [1][4] - Polyalert, operational since 2016, is a central system for rapid notifications in multiple languages and is a key component of Switzerland's multichannel alerting strategy [2][3] - The system can remotely activate approximately 5,000 sirens and is designed to operate independently of internet or mobile networks, ensuring resilience and security [3][4] - Eviden's operational support will focus on system resilience, modernization, and compliance with FOCP's requirements, utilizing advanced methodologies in managed services [4] - Martin Thüring from Eviden emphasized the company's commitment to supporting Switzerland with scalable mission-critical systems for public safety [5] - Eviden has 30 years of experience in homeland security, providing digital and communication systems that integrate various technologies to safeguard citizens [6] - The company operates with approximately €1 billion in revenue and has a strong portfolio of innovative solutions across multiple sectors [7][8] Company Overview - Eviden is the Atos Group brand specializing in advanced computing, cybersecurity, mission-critical systems, and Vision AI, operating in 36 countries [7] - Atos Group, the parent company, is a global leader in digital transformation with around 67,000 employees and annual revenue of approximately €10 billion [9] - The group is committed to a secure and decarbonized future, providing tailored AI-powered solutions across various industries [9][10]

Core Viewpoint - Solstice Advanced Materials, Inc. (NASDAQ:SOLS) is highlighted as a promising investment opportunity, particularly due to its processing division, which is a spin-off from Honeywell and has a strong order book [1] Company Overview - Solstice Advanced Materials, Inc. is a specialty materials company that provides solutions for various applications, including refrigerants, semiconductor manufacturing, data center cooling, alternative energy, protective fibers, and healthcare packaging [1] - The company is noted for its focus on attractive end markets that are experiencing strong secular trends, such as advanced computing, the evolving energy landscape, healthcare, personal safety, and defense [1] Market Position - The spin-off of Solstice from Honeywell is described as one of the most unheralded breakups, with significant optimism surrounding its future prospects [1] - The company is positioned to benefit from ongoing growth in several key sectors, which are expected to drive demand for its products [1]

Core Insights - The US stock market is being driven higher by technology giants, particularly NVIDIA Corporation, which is nearing a $5 trillion market valuation [1][7] - NVIDIA's stock has surged nearly 90% since the beginning of the year, making it the largest contributor to the S&P 500's performance [4] Company Performance - NVIDIA's shares were trading at approximately $201.03, resulting in a market capitalization of about $4.53 trillion [1] - The company has received around $500 billion in new AI chip orders and plans to build supercomputing systems for the U.S. government, enhancing its position in global AI infrastructure development [3] - The company's momentum is seen as a defining symbol of the 2025 bull market, with a potential to cross the $5 trillion threshold [7] Market Trends - The rise in NVIDIA's stock reflects ongoing enthusiasm for artificial intelligence and advanced computing, with shares gaining over 3% in premarket trading [2] - Major cloud service providers and enterprise clients are increasing demand for high-performance computing, which is positively impacting NVIDIA's outlook [3] - The concentration of gains in a few large technology companies raises concerns about market breadth, as smaller firms and cyclical sectors have lagged [5] Economic Factors - Market participants are closely watching the Federal Reserve's policy moves, with expectations of a quarter-point rate cut that could support high-valuation growth stocks [6]

Core Insights - Taiwan Semiconductor Manufacturing Company (TSMC) is expanding its manufacturing facilities internationally to meet the rising demand for AI and advanced computing chips [1][2] - The company aims to diversify its semiconductor supply chain and mitigate geopolitical risks through this expansion [2] Group 1: Expansion and Strategy - TSMC is constructing new fabs in the United States, Japan, and Germany [1][10] - The expansion is expected to help TSMC cater to the increasing demand for advanced nodes like 2nm and A16 chips [4] Group 2: Financial Performance - TSMC's revenues grew by 40.8% year over year to $33.1 billion in Q3 2025 [5] - The Zacks Consensus Estimate predicts revenue growth of 33.8% for 2025 and 20.6% for 2026 [5] Group 3: Margin and Cost Considerations - TSMC anticipates a near-term margin dilution of approximately 2%, potentially expanding to 3-4% as production scales [3][10] - The company believes that scale, automation, and government incentives will help close the cost gap associated with overseas operations [4][10] Group 4: Competitive Landscape - Intel is heavily investing in its foundry business, focusing on its 18A process for 1.8nm chips to compete with TSMC's upcoming N2 chips [6] - GlobalFoundries is also expanding its capacity in the U.S. and Europe, primarily focusing on mature nodes but seeing some AI-related demand [7] Group 5: Valuation and Estimates - TSMC's shares have increased by approximately 47.2% year to date, outperforming the Zacks Computer and Technology sector's gain of 23% [8] - The company trades at a forward price-to-earnings ratio of 25.53, which is lower than the sector average of 28.98 [11] - Earnings estimates for 2025 and 2026 indicate a year-over-year increase of 44.9% and 20.4%, respectively, with recent upward revisions [13]