Vishay Intertechnology (NYSE:VSH) Q4 2025 Earnings call February 04, 2026 09:00 AM ET Company ParticipantsDave McConnell - CFOJoel Smejkal - CEOPeter Henrici - Head of Investor RelationsPeter Peng - Equity Research AssociateShawn Holland - Financial Advisor and Portfolio ManagerConference Call ParticipantsRuplu Bhattacharya - VP and Senior Equity Research AnalystOperatorGood day, and thank you for standing by. Welcome to the Vishay Intertechnology Fourth Quarter 2025 earnings call. At this time, all partici ...

Key Takeaways Intel unveils Xeon 600 workstation CPUs designed to support extreme compute requirements.Intel Xeon 600 offers up to 86 cores with 9% single-thread and up to 61% multi-thread performance gains.ASUS has adopted the Xeon 698X in its latest motherboard, highlighting early industry support for Intel.Intel Corporation (INTC) introduced its next-generation workstation CPUs, the Xeon 600 series. The leading-edge processor is purpose-built for professional environments where extreme computation requir ...

NEW YORK, Jan. 30, 2026 (GLOBE NEWSWIRE) -- Leading securities law firm Bleichmar Fonti & Auld LLP announces that a class action lawsuit has been filed against CoreWeave, Inc. (NASDAQ:CRWV) and certain of the Company’s senior executives for securities fraud after significant stock drops resulting from the potential violations of the federal securities laws. If you invested in CoreWeave, you are encouraged to obtain additional information by visiting: https://www.bfalaw.com/cases/coreweave-inc-class-action-l ...

SINGAPORE, Jan. 27, 2026 /PRNewswire/ -- BTC Digital Ltd. ("BTCT" or the "Company") (NASDAQ: BTCT), a leading blockchain technology company, today announced that it has entered into a strategic framework cooperation agreement with Fog Computing Inc. ("Fog Computing") to establish a long-term and stable strategic partnership focused on AI computing infrastructure, liquid-cooled data center computing services, technology collaboration, and market expansion. Pursuant to the agreement, Fog Computing will lever ...

NEW YORK, Jan. 26, 2026 (GLOBE NEWSWIRE) -- Leading securities law firm Bleichmar Fonti & Auld LLP announces that a class action lawsuit has been filed against CoreWeave, Inc. (NASDAQ:CRWV) and certain of the Company’s senior executives for securities fraud after significant stock drops resulting from the potential violations of the federal securities laws. If you invested in CoreWeave, you are encouraged to obtain additional information by visiting: https://www.bfalaw.com/cases/coreweave-inc-class-action-l ...

Core Points - A class action lawsuit has been filed against CoreWeave, Inc. and certain senior executives for securities fraud following significant stock drops due to potential violations of federal securities laws [1][3] - Investors are encouraged to seek additional information regarding the lawsuit and their legal options [2][9] Company Overview - CoreWeave is an AI-focused cloud computing company that operates data centers providing high-performance GPU infrastructure [4] - The company relies on partnerships, including a merger agreement with Core Scientific announced on July 7, 2025 [4] Allegations and Stock Performance - CoreWeave allegedly overstated its ability to meet customer demand and concealed significant construction delays at its data centers [5] - The stock price dropped significantly due to various announcements: - On October 30, 2025, the stock fell by $8.87 (over 6%) after Core Scientific failed to secure enough shareholder votes for the merger, dropping from $139.93 to $131.06 [6] - On November 10, 2025, the stock dropped by $17.22 (over 16%) after CoreWeave lowered its guidance for revenue and capacity due to delays, falling from $105.61 to $88.39 [7] - On December 15, 2025, the stock decreased by $2.85 (over 3%) following reports of further delays in a major data center project, dropping from $72.35 to $69.50 [8]

Core Insights - The article emphasizes the importance of high-performance CPUs for extreme gamers, highlighting that even a minor frequency increase can significantly enhance the gaming experience [1][6] - It introduces four recommended CPUs that are positioned as high-end and powerful, all available at a "zero cost," providing opportunities for upgrades and modifications [1][6] Group 1: Recommended CPUs - The first recommended product is the AMD Ryzen 5 3500U, featuring a 4-core, 8-thread design based on the Zen+ architecture, with a base frequency of 2.1GHz and a boost up to 3.7GHz, making it suitable for low-power laptops [2][7] - The second product is the Intel Core Ultra 5 125H, which boasts 14 cores and 18 threads, with a peak frequency of 4.5GHz for performance cores, and an AI computing power of 33 TOPS, making it ideal for heavy workloads [3][8] - The third recommendation is the Intel Core i7-1165G7, featuring a 4-core, 8-thread design with a maximum frequency of 4.2GHz, and supporting PCIe 4.0 for enhanced data transfer rates, suitable for mini PCs and portable workstations [5][9] - The fourth product is the Intel Core i5-12500H, which has a hybrid architecture with 12 cores and 16 threads, a maximum frequency of 4.5GHz, and supports various memory types, making it a versatile option for high-performance laptops [5][9] Group 2: Market Positioning and Value - These CPUs, while marked at a price of 0.0 yuan, represent significant technological advancements from different generations, appealing to both stability seekers and those embracing cutting-edge technology [6][10] - The article positions these CPUs as ideal for overclocking enthusiasts, providing a unique opportunity to explore hardware limits without financial investment [6][10]

Core Insights - AMD has unveiled its latest generation of mobile and desktop processors, the Ryzen AI 400 Series and Ryzen AI PRO 400 Series, which enhance AI capabilities, gaming performance, and commercial features across a wider range of systems [2][3][4] Product Launch - The new AMD Ryzen AI 400 Series includes processors designed for Copilot+ PCs, while the Ryzen AI Max+ processors target premium ultra-thin notebooks and small form-factor desktops [3][4] - The Ryzen AI PRO 400 Series focuses on AI acceleration, modern security, and enterprise-class manageability for business laptops [3][7] AI Integration - AMD introduced the Ryzen AI Halo, its first AI developer platform, along with ROCm 7.2 software support for the Ryzen AI 400 Series, facilitating seamless AI adoption and development [4][11] - The Ryzen AI 400 Series processors deliver up to 60 TOPS of NPU AI compute, with features designed to meet the requirements for seamless AI experiences [7][11] Gaming Performance - The Ryzen 7 9850X3D processor is positioned as the fastest gaming CPU, offering a 400MHz higher boost clock than its predecessor, the Ryzen 7 9800X3D, and achieving up to 27% better gaming performance compared to Intel's Core Ultra 9 285K [5][19][20] - The new FSR "Redstone" technology enhances gaming experiences through machine learning frame generation and upscaling [5][30] Market Availability - Systems powered by the Ryzen AI 400 Series and Ryzen AI PRO 400 Series will be available starting Q1 2026 from major OEMs, with desktop versions expected in Q2 2026 [9][15][22] Developer Support - The AMD Ryzen AI Halo developer platform is designed to support AI development with capabilities to run large models locally, featuring up to 128GB of unified memory and optimized for AMD ROCm software [17][18] - The ROCm software platform has seen significant improvements, including a fivefold increase in AI performance and expanded compatibility across Windows and Linux [28][27] Ecosystem Growth - AMD is expanding its OEM partnerships, with a growing number of systems powered by AMD processors across consumer, commercial, and gaming segments [24][25] - Collaborations with software developers aim to integrate new AI features into everyday applications, enhancing user experiences [25][26]

Group 1 - Cathie Wood's ARK Invest has reduced its holdings in Tesla while increasing investments in smaller, speculative stocks like Oklo, indicating a strategic shift in focus [1][5] - Oklo's stock has recently pulled back by 38% over the past three months but remains up 293% year-to-date, making it an attractive investment opportunity for ARK [2][3] - Bank of America predicts that nuclear energy could become a $10 trillion market, with global reactor capacity needing to triple by 2050, highlighting the long-term potential of companies like Oklo [3] Group 2 - The demand for continuous power is rising due to the scaling of AI computing, positioning next-generation nuclear energy as a viable solution to supplement intermittent renewable sources [4] - ARK Invest's recent trades include significant purchases of Oklo shares worth approximately $8.9 million, alongside other investments in companies like Archer Aviation and CRISPR Therapeutics [7] - The sales of Tesla and other stocks, such as Rocket Lab and Shopify, reflect a strategy of profit-taking after substantial gains, while reallocating capital towards emerging technologies [7]

Core Viewpoint - The launch of the scaleX supercluster by Zhongke Shuguang marks the first real machine appearance of a domestic AI supercluster with compatibility for open standards, showcasing significant advancements in computing power and efficiency [1] Group 1: Product Features - The scaleX supercluster consists of multiple scaleX640 ultra nodes, each housing 640 cards, totaling 10,240 acceleration cards with a computing power exceeding 5 EFlops (500 billion billion operations per second) [1] - The self-developed scaleFabric network chip provides a bandwidth of 400 Gb/s and latency below 1 microsecond, with the capability to expand to 100,000 cards, resulting in a 30% reduction in network costs [1] Group 2: Cooling and Efficiency - The system employs full immersion phase change liquid cooling, enhancing the computing density in a single cabinet by 20 times, achieving a Power Usage Effectiveness (PUE) of 1.04 [1] - A three-level collaborative optimization improves the training and inference efficiency of large models by 30-40%, with GPU utilization rates increasing by up to 55% [1] Group 3: Reliability and Availability - The cluster boasts a high availability rate of 99.99%, with less than 4 minutes of downtime over a 30-day period [1]