格隆汇2月26日｜博通向Fujitsu交付一款全新客制化人工智能芯片设计，通过堆栈组件以节省能源，并 预期大型数据中心营运商将于今年稍后时间采用有关技术。公司客制化芯片部门市场营销副总裁Harish Bharadwaj表示，有关堆栈设计可在提升能源效率的同时，实现更高数据传输量。 ...

Key Takeaways Nebius' AI cloud revenue jumped 830% YoY with positive adjusted EBITDA and 24% margins.NBIS secured a $4B Q1 2026 pipeline and plans up to 1 GW of new data center capacity.Alphabet's Google Cloud grew 35.8% YoY, with AI products driving 400% revenue growth in Q4 2025.The rapid rise of artificial intelligence (AI) has transformed the cloud computing landscape, making AI enabled infrastructure a central focus for investors. Nebius Group N.V. (NBIS) and Alphabet Inc. (GOOGL) represent two distinc ...

Key Takeaways ACHR and EVTL advance eVTOL plans amid certification and market expansion efforts.ACHR pushes AI initiatives and the Serbia deal; EVTL unveils Valo and signs the Saudi MoU.EVTL shows improving EPS trends, while Archer Aviation holds a stronger liquidity position.Rising demand for cleaner and more efficient travel is supporting growth in the electric vertical takeoff and landing (eVTOL) industry, which is expected to play an important role in future urban transportation. Two key companies in th ...

Core Insights - Gorilla Technology Group Inc. (GRRR) is scheduled to report its fourth-quarter 2025 results on March 2, 2026, with adjusted earnings estimated at 30 cents per share and revenues at $34.75 million [1][6] - The full-year 2025 earnings estimate stands at 84 cents per share, reflecting a 113.7% year-over-year increase, while revenues are projected at $100.55 million, indicating a 34.7% growth from the previous year [2] Financial Performance - Over the past three quarters, GRRR has beaten earnings estimates once and missed twice [2] - The company has an Earnings ESP of 0.00% and a Zacks Rank of 2 (Buy), suggesting that the odds of an earnings beat are not favorable this time [3] Market Position and Growth Drivers - Gorilla Technology is expected to have closed Q4 2025 on a strong note, driven by sustained global demand for its AI-driven, security-focused solutions, particularly in AI infrastructure and public safety across various regions [5] - The company anticipates 2025 revenues between $100 million and $110 million, with adjusted EBITDA projected at $20 million to $25 million [6] Operational Efficiency - Select project milestones likely completed in Q4 are expected to have contributed to improved margins and a stronger cash position, as these phases are typically higher-margin components of long-cycle contracts [7] - The company is expected to have maintained disciplined operational control, with ongoing debt-reduction initiatives strengthening the balance sheet and tight cost management supporting profitability [8] Management Guidance - Management has previously guided for 2025 revenues of $100-$110 million, adjusted EBITDA of $20-$25 million, and adjusted net profit of $15-$20 million, alongside positive cash flow from operations [9]

Google Stock: High-Probability Opportunities Available In This Option Trade | Investor's Business DailyTRENDING: [Rare Earth Stocks To Watch]---Google-parent Alphabet (GOOGL) has shown strong accumulation during a recent pullback and has firm support around 300. This kind of controlled retracement into shortterm support for Google stock often sets up highprobability opportunities for option traders looking to position with the overall trend. Traders looking for a way to play Google stock via options could u ...

LyondellBasell Industries (NYSE:LYB) 2026 Conference February 26, 2026 09:45 AM ET Company ParticipantsAgustin Izquierdo - CFOConference Call ParticipantsDan Lungo - IG Credit AnalystNone - AnalystNone - AnalystNone - AnalystNonevery pleased to have Agustin Izquierdo, the CFO of LyondellBasell, with us this morning. I'll let you know, you've got a few slides we'll open up, and then we'll kind of just keep it informal and kick it off. With me also is Dan Lungo, our IG credit analyst. If you don't know Dan, y ...

哈格里夫斯・兰斯当分析师在财报后报告中指出，股东仍有疑问："当前这波 AI 投入浪潮，能否在未来 数年之外继续支撑增长;以及当 AI 从模型训练转向日常推理运行时，英伟达能否继续保持主导地位。" 尽管爆发式的销售增长已让总部位于加州圣克拉拉的英伟达成为全球市值最高公司—— 过去 12 个月股 价上涨约 44%—— 但投资者仍在寻求更有力的保证，以确认这股狂热的支出势头能够持续。 智通财经APP获悉，周四，英伟达(NVDA.US)财报再超预期却遇冷淡回应，早盘股价下跌超5%，报 186.54美元。英伟达最新发布的销售额展望超预期，却引来投资者的看空反应，显示出市场对潜在泡沫 的担忧，持续施压这家人工智能芯片领域的绝对龙头企业。在此之前，这家芯片厂商给出的第一季度业 绩展望轻松超出分析师平均预期，且第四季度营收大幅增长 73%。 ...

Peter Mallouk, the billionaire CEO of wealth management firm Creative Planning, says AI isn't like any past technology cycle — it's far more transformational, and that calls for investors to take action in their portfolios. Mallouk told Business Insider that he's convinced AI is more impactful than other technological advancements by a long-shot, and the change it creates will likely be permanent. "I think it's more than the internet, where the internet made everybody more efficient, or Microsoft with all t ...

Group 1 - Proactive provides fast, accessible, informative, and actionable business and finance news content to a global investment audience [2] - The news team covers medium and small-cap markets, as well as blue-chip companies, commodities, and broader investment stories [3] - Proactive's content includes insights across various sectors such as biotech, pharma, mining, natural resources, battery metals, oil and gas, crypto, and emerging technologies [3] Group 2 - Proactive is committed to adopting technology to enhance workflows and improve content production [4] - The company utilizes automation and software tools, including generative AI, while ensuring all content is edited and authored by humans [5]

The AI supercycle isn't just holding steady — it's getting a massive second wind. In a new note to clients, Morgan Stanley research analyst Shane Brett raised his forecast for semiconductor capital equipment spending to $143 billion in 2026, up from a previous estimate of $136 billion. The new outlook would represent a 23% increase from the prior year. He also revised his 2027 forecast to $182 billion, up from $161 billion. This revision paints a picture of an infrastructure race that is accelerating, ...