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]

Nvidia's new, more efficient racks could lessen the need for products that use cold water to remove excess heat from data centers. ...

● 本报记者 张妍頔 龚梦泽 近日，在智驾产业化发展进程加速的背景下，"国产自动驾驶计算芯片第一股"黑芝麻智能推出的高性能 全场景智能驾驶芯片——华山A2000芯片获准在全球范围内销售与应用。 财务数据显示，黑芝麻智能在2020年至2024年及2025年上半年合计支出的研发费用为50.3亿元，伴随着 黑芝麻智能研发的辅助驾驶系列芯片进入交付阶段，其正在面对产品释放规模效应的盈利大考。 投入高额研发费用 近日，黑芝麻智能在其官网表示，其高性能全场景智能驾驶芯片——华山A2000已获准在全球范围内销 售与应用。此举标志着A2000芯片正式进入规模化应用阶段，将为高阶智能驾驶的商业化落地提供核心 算力支持。 作为创新型科技企业，黑芝麻智能的产品落地情况备受资本市场关注。2025年半年报显示，黑芝麻智能 基于A1000系列芯片的辅助驾驶方案于吉利银河E8、星耀8、东风奕派007新款车型、东风奕派008及其 他车企多款车型上量产出货。基于C1200系列芯片的辅助驾驶方案商业化进程稳步推进，基于A2000系 列芯片的辅助驾驶方案目前正在进行方案开发验证。 黑芝麻智能表示，公司将继续围绕头部客户持续性交付辅助驾驶方案，并且 ...

Altimeter Capital has reportedly exited its significant position in Meta Platforms Inc. (NASDAQ:META), with founder Brad Gerstner stating Tuesday that the social media giant is not currently a market leader in artificial intelligence (AI). The AI Leadership Gap Speaking on CNBC's "Halftime Report," Gerstner revealed why Meta was conspicuously absent from his top holdings list for 2026. Altimeter originally invested in late 2022, riding the stock’s surge from roughly $90 a share to over $700 as the company ...

Semiconductor industry leader Nvidia (NVDA) recently showcased its innovations at CES 2026. While the event primarily provided updates on the technologies the company has been working on, it also included notable announcements. Undoubtedly, the most significant announcement was the launch of the Rubin AI platform, which comprises six new chips that form one advanced artificial intelligence (AI) supercomputer. More News from Barchart The platform’s advancements accelerate agentic AI, with up to 10x low ...

Core Insights - Caterpillar has announced an expanded collaboration with NVIDIA to develop AI-powered solutions for various industrial applications, aiming to enhance innovation and operational efficiency [2][3][4] - The partnership is expected to position Caterpillar favorably in the AI landscape, potentially attracting more investor interest and elevating its market standing [6][7] Group 1: Collaboration Details - The collaboration will focus on AI-assisted and autonomous operations, incorporating features such as personalized insights, real-time coaching, AI-driven recommendations, and computer vision [4][5] - Caterpillar will utilize the Nvidia Jetson Thor platform for real-time AI inference across its machinery, including construction and mining equipment [3][4] Group 2: Market Position and Performance - Caterpillar's stock has shown significant growth, trading at $599.18, up 66% over the past year, and previously achieving a 59.5% return in 2025, making it the top performer in the Dow Jones Industrial Average [7][9] - The collaboration with NVIDIA is likely to enhance Caterpillar's valuation, as technology companies typically receive higher valuations than traditional industrial firms [6][7]

Core Insights - Direxion Daily Semiconductor Bull 3X Shares (NYSE: SOXL) experienced a significant Power Inflow alert, indicating a bullish trend in trading activity [3] - The Power Inflow signal was triggered at a price of $48.45 after a 5% decline in stock price, leading to increased buying interest from both retail and institutional traders [4][5] - Following the alert, SOXL reached a post-alert high of $49.79, reflecting a 2.77% increase, showcasing the effectiveness of the Power Inflow signal in identifying bullish momentum [8] Understanding Power Inflow Signal - The Power Inflow alert is a proprietary signal from TradePulse, highlighting significant shifts in order flow that suggest a strong trend toward buying activity [6] - This alert is issued within the first two hours of trading and indicates a high probability of bullish price movement for the remainder of the day, making it a strategic entry point for traders [6] - Order flow analytics provide insights into real-time buying and selling trends, allowing traders to make informed decisions based on market sentiment [7] SOXL Performance - At the time of the Power Inflow alert, SOXL was priced at $48.45, and the subsequent intraday high reached $49.79, demonstrating the potential for significant gains following the alert [8] - The Power Inflow alert serves as a strong example of how order flow analytics can reveal bullish momentum, particularly during periods of declining stock prices [8] - Traders who acted on the Power Inflow signal could have realized substantial intraday gains, highlighting the value of monitoring order flow data for identifying bullish activity [8]