​Cloudflare, Inc. (NYSE:NET) is one of the Best Software Stocks to Buy According to Wall Street Analysts. On January 28, Keith Wess from Morgan Stanley reiterated a Buy rating on the stock with a $258 price target. Earlier, on January 27, Shaul Eyal from TD Cowen also reiterated a Buy rating on the stock with a $265 price target. ​The ratings come ahead of the company’s Q4 2025 earnings release, scheduled for February 10. Management expects Q4 revenue in the range of $588.5 million to $589.5 million, alo ...

Geneva, Switzerland, Jan. 26, 2026 (GLOBE NEWSWIRE) -- SEALSQ Corp (NASDAQ: LAES) (“SEALSQ” or the “Company”), a global leader in semiconductors, PKI, and post-quantum cryptography (PQC) hardware and software solutions, today announced a live demonstration exploring its Post-Quantum Cryptography Robotic Concept during the Physical AI Roundtable held in Davos on the margins of the World Economic Forum Annual Meeting. The demonstration featured WISeRobot, developed in cooperation with its parent company WISe ...

VANCOUVER, BC, Jan. 21, 2026 /PRNewswire/ - BTQ Technologies Corp. ("BTQ" or the "Company") (Nasdaq: BTQ) (CBOE CA: BTQ) (FSE: NG3), a global quantum technology company focused on securing mission-critical networks, and the Industrial Technology Research Institute ("ITRI"), one of the world's leading applied research organizations, today announced a strategic collaboration in 2026 to jointly realize and validate BTQ's Quantum Compute In Memory ("QCIM") chip, a next-generation silicon platform designed to en ...

Core Insights - Quantum enablers are positioned to become attractive investment opportunities by 2026 as quantum computing transitions from research to early commercial applications [1][2] - Capital spending and enterprise interest in quantum-related hardware, materials, electronics, software tools, and security layers are accelerating [1][2] Investment Opportunities - Investors can capture near-term revenues and earnings growth while benefiting from long-term upside as quantum adoption increases [2] - Stocks linked to the quantum enabling ecosystem, such as Advanced Micro Devices (AMD), Broadcom (AVGO), and Teradyne (TER), may see valuation re-ratings and stronger capital inflows by 2026 [2] Market Growth Projections - The post-quantum cryptography market is projected to grow from approximately $810 million in 2025 to over $1.1 billion in 2026, with a compound annual growth rate of over 30% over the next decade [4][5] - Total revenues across quantum computing, communication, and sensing are expected to exceed $1 billion by 2025, indicating a shift towards early commercialization [6] Revenue Visibility and Risk - Quantum enablers are expected to offer clearer revenue visibility and lower execution risk in 2026, supported by growth in adjacent revenue-generating markets [7] - A significant share of revenue is anticipated to accrue to enabling layers such as semiconductors and cybersecurity software rather than pure-play quantum hardware vendors [6] Company-Specific Insights - **Advanced Micro Devices (AMD)**: Collaborating with IBM to develop quantum-centric supercomputing architectures, expected to report earnings growth of 60.4% on revenue growth of 27.9% in 2026 [8][9] - **Broadcom (AVGO)**: Launched quantum-safe cryptography solutions, expected to report earnings growth of 41.5% on revenue growth of 42.1% in 2026 [11][12] - **Teradyne (TER)**: Provides precision test solutions for quantum hardware, expected to report earnings growth of 43.9% on revenue growth of 22.2% in 2026 [13][14]

Lattice Semiconductor FY Conference Summary Company Overview - **Company**: Lattice Semiconductor (NasdaqGS:LSCC) - **Industry**: Semiconductor, specifically low-power programmable devices - **Market Position**: Leading provider with over 40 years of innovation in the programmable market - **Key Markets**: Communications, computing, industrial, automotive, and consumer markets [1][2] Core Business Insights - **Revenue Breakdown**: - Communications and computing account for over 50% of revenue - Server business grew 80% year-on-year - Communication segment grew 63% year-on-year - Industrial automotive segment is expected to return to growth in 2026 [3][22] - **Production Volume**: Shipped over 150 million units last year, expected to increase to 180 million this year [3] Strategic Pillars 1. **Companion Role**: Lattice provides support functions for powerful ASICs, enhancing their performance and functionality [4][5] 2. **Small and Mid-Range FPGA Roadmap**: Focused on developing the best roadmap for small and mid-range FPGAs, emphasizing low latency, high precision, and parallel processing capabilities [15][18] 3. **Sustainable Growth**: The company aims for sustainable growth through innovation and expanding its product portfolio [18][19] Market Trends and Growth Drivers - **Disaggregation in AI Servers**: Transition from single board to multiple specialized boards (processor, networking, storage, etc.) is increasing FPGA usage per rack [25][26] - **CapEx Growth**: Anticipated 50% growth in capital expenditures for cloud service providers, contributing to demand for FPGAs [26] - **AI Server Growth**: AI servers currently represent 12% of total servers, with higher FPGA content compared to traditional servers [27][28] Financial Performance and Projections - **Gross Margin**: Currently at 69%-70%, with strong EBITDA and free cash flow [21] - **Long-Term Growth Rate**: Expected to be between 15%-20%, with a consensus growth rate of 21% for the current year [21][23] - **2026 Outlook**: Anticipated to be a strong year for data centers and small FPGAs, with growth in industrial automotive expected to ramp up in 2027 [22][23] Competitive Landscape - **Main Competitors**: Xilinx is the primary competitor, with Altera being monitored for potential aggressive moves in the market [39][40] - **Market Differentiation**: Lattice emphasizes its unique low-power, small FPGA architecture as a sustainable competitive advantage [39] Capital Allocation and M&A Strategy - **Focus on Organic Growth**: Prioritizing organic investments in product expansion and innovation [41] - **Potential for Inorganic Growth**: Open to strategic acquisitions to enhance customer offerings and capabilities [42][43] Conclusion - Lattice Semiconductor is well-positioned for growth in the semiconductor industry, particularly in low-power programmable devices, with a strong focus on innovation, market expansion, and strategic partnerships. The company is set to capitalize on emerging trends in AI and data centers while maintaining a competitive edge through its unique product offerings and robust financial health [20][44]

Core Viewpoint - WISeKey's subsidiary SEALSQ has entered into a non-binding Memorandum of Understanding for a potential strategic investment and acquisition of Quobly, a pioneer in quantum microelectronics, aiming for an initial minority investment followed by a majority stake acquisition [1][3]. Group 1: Transaction Details - The proposed transaction involves a total investment of approximately $200 million by SEALSQ for a majority stake in Quobly, contingent upon various due diligence and regulatory approvals [3]. - The negotiations are part of a multi-stage transaction strategy, reflecting SEALSQ's commitment to advancing its quantum strategy [2][3]. Group 2: Strategic Collaboration - The exclusive negotiations follow an ongoing strategic collaboration between SEALSQ and Quobly, which was announced on November 21, 2025, aimed at enhancing market expansion in the EU and US [4]. - SEALSQ and Quobly plan to establish a reference platform for secure quantum computing, targeting sectors such as defense, intelligence, financial services, and pharmaceuticals [5]. Group 3: Company Background - Quobly, founded in 2022 in Grenoble, France, specializes in developing silicon-based quantum chips and has raised €19 million in 2023 and €21 million in 2025 to advance its Q100T program [7][8][9]. - The company has a strategic partnership with STMicroelectronics to accelerate the industrialization of its quantum chips, leveraging over 15 years of collaborative research [7][8].

Core Insights - CommScope Holding Company, Inc. has launched a production-ready secure bootloader signing solution for Texas Instruments' AM6x processor family, enhancing device security and simplifying integration with existing processes [1][8] Group 1: Product Offering - The secure boot solution ensures that only trusted firmware operates on devices and utilizes a FIPS-certified Hardware Security Module (HSM) for key protection, centralizing key management to mitigate security risks [2] - The solution is designed to facilitate secure boot adoption, reduce development efforts, accelerate time to market, and assist manufacturers in complying with regulations like the EU's Cyber Resilience Act through an auditable signing process [2] - CommScope's PRiSM platform also supports post-quantum cryptography-based code signing, providing a future-proof solution against quantum threats and ensuring comprehensive firmware and software supply-chain protection [3] Group 2: Competitive Landscape - CommScope faces competition from Cisco Systems, which offers a range of security solutions including firewalls and cloud security, and integrates AI-driven automation for network management [5] - Amphenol Corporation provides connectivity solutions across various industries, focusing on high-speed connectors and rugged designs for demanding environments, enhancing performance and compliance [6] Group 3: Financial Performance - CommScope's stock has increased by 259.5% over the past year, outperforming the industry growth of 126.3% [7] - The company trades at a forward price-to-sales ratio of 0.66, which is below the industry average, indicating potential value [9] - Earnings estimates for 2025 have risen by 1% to $1.65, while estimates for 2026 have decreased by 17% to $1.80 [9]

Core Insights - The report emphasizes the need for Europe to leverage AI and post-quantum cryptography (PQC) to ensure strategic autonomy and security resilience amid significant geopolitical and technological transformations [1][6][19] Group 1: AI Integration in Defense - AI is increasingly integrated into defense operations, enhancing capabilities in intelligence processing, target acquisition, and operational support, as evidenced by its application in the Ukraine conflict [22][47][55] - The report highlights the dual nature of AI, presenting both opportunities for improved decision-making and challenges such as cybersecurity vulnerabilities and ethical concerns [21][22][60] Group 2: Quantum Computing and Security - The advancement of quantum computing poses a significant threat to existing encryption systems, necessitating the urgent deployment of PQC to safeguard critical communications and infrastructure [23][41][42] - PQC is identified as essential for maintaining the integrity of digital systems that AI relies on, ensuring that the benefits of AI do not become liabilities due to security breaches [23][24][41] Group 3: Recommendations for Europe - The report outlines three core recommendations: accelerate innovation and integration of AI and PQC, strengthen technological sovereignty through local production, and enhance trust and interoperability among allies [2][29][30] - Specific actions include adapting procurement processes to the rapid development cycles of technology, increasing domestic production of critical components, and developing a transatlantic data-sharing strategy [29][30][66] Group 4: Challenges and Mitigation Strategies - Key challenges in AI integration include cybersecurity threats, supply chain vulnerabilities, and data management issues, which require targeted mitigation strategies [60][65][69] - The report suggests developing sovereign cloud infrastructure and utilizing synthetic data to address data quality and availability challenges, ensuring secure AI applications in defense [69][70][71]

Core Viewpoint - SEALSQ Corp has made a strategic investment in WeCanGroup SA, acquiring a 28.3% minority stake, which has led to WECAN receiving a grant from Hedera to enhance quantum technology integration in compliance and secure data-exchange platforms [2][3]. Group 1: Company Overview - SEALSQ focuses on developing and selling semiconductors, PKI, and post-quantum technology hardware and software products [2][10]. - WECAN, founded in 2015, provides blockchain-based solutions for secure data management, particularly in the financial sector, and is recognized for its KYC & KYB compliance platform [7][8]. Group 2: Strategic Developments - The grant from Hedera will support the scaling of quantum-resilient compliance systems and the enhancement of decentralized identity technologies [3][5]. - SEALSQ, WECAN, and Hedera are collaborating to develop integrated post-quantum KYC solutions aimed at accelerating the adoption of quantum-safe security in the financial sector [3][4]. Group 3: Industry Context - Quantum security is becoming essential for financial institutions as quantum computers threaten existing cryptographic standards, necessitating a shift to quantum-resilient cryptography [5]. - The integration of post-quantum algorithms into compliance platforms and semiconductor hardware is crucial for building future-proof digital infrastructures in the financial industry [5]. Group 4: Leadership Insights - Carlos Moreira, CEO of SEALSQ, emphasized that the grant and strategic investment position WECAN at the forefront of quantum-safe compliance and identity infrastructure [6]. - Vincent Pignon, CEO of WECAN, highlighted the importance of SEALSQ's support in accelerating their mission to deliver secure data infrastructures [6].

Market Overview - The crypto market is currently lacking clear direction, with Bitcoin (BTC) trading in a range between $90,000 and $95,000, and the broader market showing declines of over 2% in the CoinDesk 20 (CD20) and CoinDesk 80 (CD80) indexes [1] - ZEC is the only major token that has gained more than 3% in the last 24 hours [1] Fed Interest Rate Meeting - Traders are postponing bullish bets until after the upcoming Federal Reserve interest-rate meeting, which is expected to introduce volatility [2] - The Fed meeting is set to conclude tomorrow, with a 25 basis-point rate cut already priced in, although there are concerns about hawkish forward guidance that may indicate slower easing in 2026 [4] - Market expectations suggest that while a rate cut is anticipated, another cut may not occur until June, depending on labor market conditions and inflation expectations [5] Market Sentiment and Metrics - Key metrics such as the cumulative volume delta (CVD) indicate a continued dominance of sellers in the spot market, with the CVD dropping from -$40 million to -$111 million, reflecting persistent sell flow [6] - Spot flows remain soft, indicating a lack of buying interest even as Bitcoin prices hold steady at $90,000 [6] Innovations and Developments - Ethereum founder Vitalik Buterin's proposal aims to enhance transaction predictability and establish a trustless on-chain gas futures market, attracting attention within the industry [6] - Crypto exchange KuCoin has introduced a Post-Quantum Cryptography (PQC) Gateway proof-of-concept, which is an experimental prototype designed to integrate quantum-resistant cryptographic algorithms [7] Traditional Market Context - In traditional markets, the 10-year U.S. Treasury yield has reached three-month highs, and the yen is trading weak despite expectations of a rate hike from the Bank of Japan [7]