ASML Holding N.V. (NASDAQ:ASML) is one of the AI Stocks on the Market's Radar. On January 5, Bernstein upgraded the stock to “Outperform” from Market Perform and raised its price target to €1,300 from €800. The firm sees a slew of positive catalysts ahead for the European semis company. The firm has chosen ASML as its Top Pick, driven by accelerating memory investment, stronger logic demand and a more attractive valuation backdrop. “We upgrade ASML to Outperform and make it our top pick in EU semis for 2 ...

[Chart courtesy of MarketWatch.com][Chart courtesy of MarketWatch.com]Moving the marketThe Dow started strong, but the Nasdaq felt the heat as traders kept rotating out of tech. Big AI names took hits: Nvidia down over 1%, Apple on track for its seventh straight loss, and Oracle off more than 2%.The bright spot? Defense stocks went gangbusters after President Trump floated a massive $1.5 trillion defense budget for 2027 (up huge from 2026’s $901 billion). Northrop Grumman soared 10%+, Lockheed Martin jumped ...

Group 1 - Intel shares increased by 2% following a positive social media post from President Trump regarding the company and its CEO [1] - The U.S. government acquired a 10% stake in Intel through an $8.9 billion investment from CHIP Act grants and semiconductor manufacturing awards [2] - Since the investment announcement, Intel shares have surged by 75%, raising the government's stake to over $18 billion, making it Intel's largest shareholder [3] Group 2 - Lip-Bu Tan became Intel's CEO in March, succeeding Pat Gelsinger, amid challenges from competitors like AMD and Nvidia [4] - Tan faced calls for resignation from Trump due to perceived conflicts of interest related to his investments in Chinese technology companies [5] - Intel has laid off thousands of employees and is reducing chip production in Europe under Tan's leadership [5]

MXL is MaxLinear's registered trademark. Other trademarks appearing herein are the property of their respective owners. 28 Annual Needham Growth Conference in New York on Jan. 13th. MaxLinear's presentation is scheduled for 8:45 a.m. ET. A webcast of the session will be available at https://investors.maxlinear.com. thth Susquehanna 15 Annual Technology Conference in New York on Feb. 26 thth Loop Capital Markets 7 Annual Investor Conference (virtual) on March 9 th Stifel 2026 Technology One-on-One Conference ...

Qualcomm processor with Snapdragon branding highlighting AI chip demand and semiconductor growth drivers. Key Points Qualcomm is pushing up into a well-defined zone of resistance, while a rising sequence of higher lows continues to tighten the setup. The stock is coiling into a wedge after its multi-month rally, a pattern that often precedes a sharp directional move. With earnings due in early February and fresh product momentum building, the next breakout attempt could carry more weight than the last. ...

SANTA CLARA, Calif., Jan. 08, 2026 (GLOBE NEWSWIRE) -- Astera Labs, Inc. (Nasdaq: ALAB), a leader in semiconductor-based connectivity solutions for rack-scale AI infrastructure, today announced that it will release its financial results for the fourth quarter 2025 after the close of market on Tuesday, Feb. 10, 2026. Astera Labs will host a corresponding conference call at 1:30 p.m. Pacific Time, 4:30 p.m. Eastern Time. Conference Call Details Date: Feb. 10, 2026Time: 1:30 pm PT / 4:30 pm ET Hosts:Jitendra M ...

FREMONT, CA / ACCESS Newswire / January 8, 2026 / Aehr Test Systems (NASDAQ:AEHR), a worldwide supplier of semiconductor test and burn-in solutions, today announced financial results for its second quarter of fiscal 2026 ended November 28, 2025. Fiscal Second Quarter Financial Results: Net revenue was $9.9 million, compared to $13.5 million in the second quarter of fiscal 2025. ...

PresentationOperator Welcome, and thank you for standing by. I would like to inform all participants that this conference call as well as any Q&A may be recorded where a company is presenting any recording may also be posted on their website. Views and opinions expressed by any external speakers on this call are those of the speakers and not of JPMorgan. Parts of this conference call may be reproduced in JPMorgan Research. If you have any objections, you may disconnect at this time. Unless otherwise permitt ...

Key Takeaways QBTS delivered more than a 200% share-price gain in 2025, dramatically outperforming major tech leaders.D-Wave Quantum reported rapid revenue growth and Advantage2 deployments, including a EUR 10M deal.QBTS enters 2026 with strong liquidity but faces lumpy revenues, operating losses and a lofty valuation.While big tech dominated headlines in 2025, one of the year’s most surprising winners came from a far more futuristic corner of the market, quantum computing. D-Wave Quantum (QBTS) delivered m ...

Group 1 - NVIDIA remains Piper Sandler's top large-cap data center stock pick with an Overweight rating and a price target of $225.00 [1] - NVIDIA's positive outlook is supported by its sustained technology leadership, expanding strategic partnerships, comprehensive software ecosystem, and an attractive valuation of approximately 24.5x next-twelve-month earnings [2] - Revenue contributions from the Vera Rubin rack architecture are anticipated in the second half of 2026, indicating expected performance gains [2] Group 2 - Microchip Technology is expected to benefit significantly from a recovery in the analog semiconductor space, supported by strong backlog trends in the March and June quarters [3] - Piper Sandler maintains a constructive view on its top small-cap idea, highlighting multiple upcoming catalysts including a Phase 3 milestone at Walmart and expanding programs with UPS [3]