Carillon Tower Advisers, an investment management company, released its fourth-quarter 2025 investor letter for the “Carillon Scout Mid Cap Fund”. A copy of the letter can be downloaded here. Major U.S. equity indices delivered positive returns in the fourth quarter, while the Russell Midcap® Index return lagged with nominal positive gains. Strong corporate earnings revisions and lower short-term interest rates supported U.S. market returns. Investors’ focus on an optimistic 2026, and consensus outperformed ...

Core Scientific, Inc. (NASDAQ:CORZ) is one of the crypto stocks with huge upside potential. On March 9, Citizens reiterated a Market Outperform rating on Core Scientific, Inc. (NASDAQ:CORZ) and a $30 price target. Amid the positive stance, the research firm also revised its estimates for the company’s fourth-quarter 2025 results to reflect the lower contribution from Bitcoin mining. Is Core Scientific, Inc. (CORZ) One of the Best Crypto Stocks with Huge Upside Potential? Copyright: ralwel / 123RF Stock P ...

New Era Energy & Digital Inc (NASDAQ:NUAI) shares are trading higher on Tuesday. The surge follows a series of strategic corporate updates and a key leadership addition. • New Era Energy & Digital stock is charging ahead with explosive momentum. What’s fueling NUAI momentum?Ted Warner Steps In As CFOThe primary catalyst for Tuesday’s price action is the appointment of Ted Warner as the company’s new chief financial officer, effective Monday. Warner joins the developer of next-generation digital infrastructu ...

Shares of Advanced Micro Devices (AMD) have delivered a strong performance over the past year, significantly outperforming competitor Nvidia (NVDA). Indeed, AMD stock has climbed 95% over the last 12 months, compared to a gain of around 50% for NVDA stock. Despite this impressive rally, however, AMD has cooled in 2026 and now trades about 26% below its 52-week high. While the stock has cooled off a bit, AMD's underlying business fundamentals remain solid. Strong demand for the company’s server central pr ...

Group 1 - Applied Materials has partnered with SK Hynix to accelerate the development of advanced DRAM and high-bandwidth memory essential for artificial intelligence and high-performance computing [1] - This collaboration aims to enhance the capabilities of memory technologies that are critical for the growing demands of AI applications [1] Group 2 - The partnership reflects a strategic move within the semiconductor industry to address the increasing need for advanced memory solutions driven by AI advancements [1] - The development of these technologies is expected to play a significant role in the future of computing and AI [1]

Group 1 - FuelCell Energy Inc. (NASDAQ:FCEL) is recognized as a promising alternative energy stock, currently holding a consensus Hold rating with an average target price of $9.33, indicating a potential upside of 26.58% [1] - The company has partnered with Sustainable Development Capital LLP (SDCL) to deploy up to 450 megawatts of advanced fuel-cell power systems at data centers and other critical facilities globally [2] - The partnership aims to leverage FuelCell Energy's power generation technology alongside SDCL's expertise in financing and operating large-scale energy infrastructure, responding to the growing demands of AI and high-performance computing [3] Group 2 - FuelCell's CEO, Jason Few, emphasizes that the evolving needs of AI-era data centers require not only increased power capacity but also a fundamentally different approach to power architecture [4] - SDCL's CEO, Jonathan Maxwell, highlights the importance of energy-efficient infrastructure that provides long-term value, aligning with the vision of a cleaner energy system, and notes that FuelCell's technology offers reliable power with significantly lower emissions [5] - FuelCell Energy specializes in fuel cell technology, designing and operating power plants based on molten carbonate fuel cells, with products that include systems for baseload power, combined heat and power, microgrids, biogas utilization, carbon capture, and hydrogen production [6]

Core Viewpoint - MARA Holdings, Inc. will hold a webcast and conference call to discuss its financial results for the quarter and fiscal year ended December 31, 2025, on February 26, 2026, at 5:00 p.m. Eastern time [1]. Group 1 - The financial results will be published in a shareholder letter prior to the call on the investor relations section of the Company's website [1]. - Participants can register for the conference call or listen to the live audio webcast through a provided link [2]. - The webcast will be available for replay via the investor relations section of the Company's website [2]. Group 2 - MARA Holdings, Inc. is a leading digital energy and infrastructure company that deploys digital energy technologies to advance global energy systems [4]. - The company transforms excess energy into digital capital, balancing the grid and accelerating the deployment of critical infrastructure [4]. - MARA develops technologies aimed at reducing the energy demands of high-performance computing applications, including AI [4].

Core Insights - Teradyne (TER) is experiencing significant growth in its semiconductor test segment, with Q4 2025 revenues reaching $883 million, representing a 45% year-over-year increase and a 46% sequential rise from Q3 2025, driven by AI-related demand [1][10] Semiconductor Test Segment Performance - The semiconductor test segment, particularly System-on-Chip (SoC) and memory test divisions, has shown impressive growth, with SoC test revenue increasing by 23% year-over-year in 2025, while memory test revenue experienced slight growth in a flat market [2] - Compute has become the largest revenue component for Teradyne, increasing by 90% year-over-year in 2025, reflecting a strategic pivot towards AI-driven high-performance computing [3] Future Growth Projections - Teradyne anticipates robust growth in the semiconductor test market, especially in the compute segment, which is expected to expand significantly due to the rapid build-out of AI data centers, with AI applications projected to account for up to 70% of revenue in Q1 2026 [4] Competitive Landscape - Teradyne faces stiff competition from Advantest Corporation and Cohu, both of which are expanding their presence in the semiconductor test market, particularly focusing on AI-related high-performance semiconductors [5] - Cohu's Eclipse platform has been selected by a major U.S. semiconductor manufacturer for production testing of next-generation processors, showcasing its competitive advancements [6] Stock Performance and Valuation - Teradyne's shares have surged 184.6% over the past six months, significantly outperforming the Zacks Computer & Technology sector and the Zacks Electronics - Miscellaneous Products [8] - The stock is currently trading at a forward Price/Sales ratio of 11.77X, which is higher than the industry average of 8.33X, indicating a premium valuation [12] - The Zacks Consensus Estimate for 2026 earnings is $5.91 per share, reflecting a 49.24% year-over-year growth, with a recent increase of 16.11% in estimates over the past 30 days [14]

Group 1 - Cipher Mining has transitioned from a volatile crypto miner to an emerging player in AI and high-performance computing infrastructure, reshaping investor perception and sentiment [1][4] - The company continues to benefit from the broader AI infrastructure trade despite uneven momentum in cryptocurrencies, with fiscal fourth-quarter and full-year 2025 results expected to provide clarity on its AI-driven transformation [2][4] - Founded in 2021, Cipher Mining has a market capitalization of approximately $6.4 billion and has expanded its ambitions beyond Bitcoin mining to include industrial-scale data centers supporting AI workloads [3][4] Group 2 - Cipher Mining's stock has surged 174.58% over the past year, significantly outperforming the S&P 500 Index, which is up 11.79% in 2025, indicating strong momentum [5] - The stock has gained 11.25% year-to-date, with a recent bullish call from Morgan Stanley contributing to the rally, and an impressive 11.47% increase over the last five trading days [5] - Despite missing Wall Street expectations in its fiscal 2025 third-quarter earnings, the stock rose 22% in a single session as investors focused on the broader narrative rather than the shortfall [7]

Core Viewpoint - Cango (CANG) has sold 4,451 BTC for approximately $305 million to reduce leverage and pivot towards artificial intelligence infrastructure, indicating a strategic shift in its business model [1][2][3]. Group 1: Financial Performance - The sale of BTC raised about $305 million, with an average sale price of around $68,524 per coin, which is close to multi-year low prices for bitcoin [1]. - Cango used the proceeds from the BTC sale to pay down a bitcoin-collateralized loan, thereby strengthening its balance sheet [3]. - The company still holds 3,645 BTC valued at over $250 million, according to BitcoinTreasuries [3]. Group 2: Strategic Shift - Cango plans to transition into AI computing infrastructure by deploying modular GPU units across its global network of over 40 sites to cater to small and mid-sized businesses requiring on-demand AI inference capacity [2]. - The company aims to address the gap between rising compute demand and existing grid capacity, positioning itself to capitalize on this opportunity [4]. - Other bitcoin miners are also shifting focus from pure mining to AI data centers and high-performance computing, indicating a broader industry trend [4]. Group 3: Industry Context - Bitfarms (BITF) has announced plans to exit crypto mining entirely by around 2027, transitioning to high-performance computing and AI workloads [5]. - Analysts at KBW have noted that while the industry's pivot towards AI workloads is compelling, there are significant execution risks involved, leading to downgrades for companies like Bitfarms, Bitdeer (BTDR), and Hive Digital (HIVE) [5].