The A report showing that inflation at the U.S. wholesale level was at 2.9% last month, much higher than the 1.6% that economists expected, upset the market. The number was so much worse than expected that it could help persuade the Federal Reserve to hold off longer on its cuts to interest rates.Lower rates would give the economy and prices for investments a boost, but they risk worsening inflation at the same time.The discouraging data layered more worries atop a Wall Street where investors returned to k ...

Photronics (NasdaqGS:PLAB) Q1 2026 Earnings call February 27, 2026 08:30 AM ET Company ParticipantsEric Rivera - President and CFOFrank Lee - Head of Asia OperationsGeorge Macricostas - Chairman and CEOTed Moreau - VP of Investor RelationsTristan Gerra - Managing Director of Semiconductors Equity ResearchConference Call ParticipantsGowshihan Sriharan - Equity Research AnalystOperatorWelcome to the Photronics first quarter and fiscal year 2026 earnings conference call. At this time, all participants are in a ...

Photronics (NasdaqGS:PLAB) Q1 2026 Earnings call February 27, 2026 08:30 AM ET Company ParticipantsEric Rivera - President and CFOFrank Lee - Head of Asia OperationsGeorge Macricostas - Chairman and CEOTed Moreau - VP of Investor RelationsConference Call ParticipantsBen Taxdahl - Equity Research AnalystGowshihan Sriharan - Equity Research AnalystOperatorWelcome to the Photronics' first quarter and fiscal year 2026 earnings conference call. At this time, all participants are in a listen-only mode. After the ...

Core Viewpoint - Ideal Power Inc. will hold a conference call on March 10, 2026, to discuss its fourth quarter and full year results for 2025, highlighting its innovative B-TRAN® technology and its applications in various sectors [1]. Company Overview - Ideal Power Inc. is a developer and provider of the B-TRAN® bidirectional semiconductor power switch, which is widely patented and offers significant advantages over conventional technologies [1]. - The B-TRAN® technology features very low conduction losses, improving power efficiency and reducing energy consumption, which leads to cost savings [1]. - The unique bidirectional capability of B-TRAN® simplifies the design, control, and diagnostics of solid-state power solutions, enabling smaller and lower-cost systems [1]. Applications - B-TRAN® is applicable in a broad spectrum of areas, including solid-state circuit breakers, static transfer switches, battery disconnect units, and EV contactors [1]. - These applications are widely used in data centers, industrial power systems, energy grid and storage systems, as well as electric vehicles and charging infrastructure [1]. Conference Call Details - The conference call will take place at 10:00 AM Eastern Time, with a press release detailing the results to be issued prior to the call [1]. - Analysts and investors will have the opportunity to ask questions during the live call, and questions can also be submitted in advance [1]. - Access to the live call will be available via specific phone numbers for U.S./Canada and international callers, with a recommended login time of 10 minutes before the start [1].

Core Insights - SEALSQ Corp is strategically participating in events in Japan to support the government's timeline for quantum security transitions, targeting full adoption of post-quantum cryptography (PQC) by 2035 [3][6] - The company is showcasing its hardware-anchored security innovations, including the QS7001 secure SoC and QVault TPM, to facilitate migrations for critical infrastructure and private sectors [3][4] Participation in Key Events - SEALSQ will engage in the Connectivity Standards Alliance (CSA) Member Meeting in Yokohama from March 16-19, 2026, and the Wi-SUN Open House in Tokyo on March 27, 2026 [4] - These events will allow SEALSQ to advance discussions on PQC integrations and showcase its VaultIC secure elements for IoT compliance [5] Strategic Partnerships and Market Momentum - SEALSQ's expansion in Japan is bolstered by partnerships, notably with Okaya Electronics Corp, leading to significant project wins [6] - Collaborations include securing Japan's first Matter-compatible smart lock with MIWA Lock Co., Ltd. and enhancing smart meter security through a partnership with Landis+Gyr [7][8] Celebrating Achievements - SEALSQ will host a private gathering at the Suzuka Japanese Grand Prix from March 27-29, 2026, to celebrate its achievements in Japan [9] - The company is also the official quantum technology partner of the BWT Alpine Formula One Racing Team, exploring quantum-secure applications in high-performance environments [9][10] Technological Advancements - SEALSQ's PQC solutions comply with NIST and CNSA 2.0 standards, providing strong protection against quantum threats [10] - The company is pioneering Post-Quantum Semiconductors designed to protect sensitive data across various applications, ensuring organizations remain secure against quantum threats [12]

U.S. stock futures are trending lower this Friday, February 27th, 2026, as investors grapple with a significant pullback in the technology sector and await critical inflation data. The market mood is one of cautious consolidation following a turbulent week dominated by high-stakes artificial intelligence earnings and shifting expectations for Federal Reserve policy. As the final trading day of February commences, the major indexes are looking to navigate a landscape of cooling tech enthusiasm and "sticky" w ...

Core Insights - The article highlights Rick's extensive experience in trading stocks and options, emphasizing his role as a best-selling author and his contributions to various authoritative publications [1]. Group 1: Author Background - Rick has over 20 years of experience in trading, which positions him as a knowledgeable figure in the financial industry [1]. - He authored "The Financially Independent Millennial" in 2018, sharing his journey to financial independence at age 35 [1]. - His writing style is described as easy to understand, often including advice he would give to his younger self [1]. Group 2: Media Presence - Rick's work has been featured in major media outlets such as Good Morning America, Washington Post, and Yahoo Finance, indicating a strong media presence [1]. - He also writes for a travel blog, showcasing his interests beyond finance, including cruise ship travel, fast cars, technology, and cooking [1].

Core Insights - The market surge in the previous year was primarily driven by AI spending and infrastructure development, rather than mere investor sentiment [1][2] - Earnings growth accounted for 13.6 percentage points of the S&P 500 Index's 17.9% return in 2025, indicating that companies generated more profits rather than investors simply paying higher prices for existing profits [2] Investment Landscape - Alger identifies approximately $4.2 trillion in annual private nonresidential fixed investment, which constitutes about 14% of U.S. GDP, with capital being deployed across various sectors including data centers and power infrastructure [3] - The Alger AI Enablers & Adopters ETF (ALAI) targets a diverse range of companies within the AI infrastructure ecosystem, suggesting a multi-trillion dollar spending wave beyond traditional tech names [4] Sector Performance - The projected U.S. AI infrastructure investment is estimated to reach around $10 trillion, with significant initiatives from major companies like Apple Inc. and collaborations such as Project Stargate over the next four years [6] - Power generation and electrical components are critical for building AI data centers, as AI queries require approximately ten times more computing power than traditional searches, leading to increased demand for electricity and cooling systems [7] Portfolio Composition - ALAI's portfolio includes major players like Nvidia Corp., Microsoft Corp., and Meta Platforms Inc., as well as lesser-known infrastructure companies such as Nebius Group and Talen Energy Corp [5][8] - The fund captures a wide range of companies supplying the necessary physical infrastructure to support AI workloads, indicating a comprehensive approach to investment in the AI sector [8] Market Trends - Communication services and information technology sectors have led the S&P 500 Index performance for three consecutive years, with industrials also showing strong performance, reflecting a market preference for companies engaged in capital spending themes beyond just AI [9]

Nvidia Corp. (NASDAQ:NVDA) shares tumbled after what analysts called a blowout fourth quarter, but for Lawrence McDonald, the headline wasn’t the story — the market’s reaction was.McDonald Invokes the Dot-Com PlaybookWriting on X on Thursday, McDonald founder of The Bear Traps Report flagged an uncomfortable pattern. “Off 5% on the ‘blowout quarter’ — anyone that lived through the dotcom bust will tell you, the Nasdaq puked lower in March 2000 on great news. It’s NOT the headline, it’s the market’s response ...

Key Takeaways Ambarella's Q4 EPS of 13 cents and $100.9M in revenues topped estimates with sharp year-over-year growth.AMBA saw 50% YoY growth in IoT revenues and high single-digit growth in the automotive segment.Ambarella projects Q1 FY27 revenues between $97M and $103M, while the consensus mark is pegged at $96.2M.Ambarella, Inc. (AMBA) reported stronger-than-expected fourth-quarter fiscal 2026 results. It reported fourth-quarter non-GAAP earnings of 13 cents per share, which surpassed the Zacks Consensu ...