The position now accounts for 11.1% of AUM, making it the fund's largest holding.Samjo Management, LLC increased its stake in the software and engineering service company, PDF Solutions, (PDFS +0.19%) turning what was the second-largest holding into the fund's largest.What happenedAccording to a filing with the Securities and Exchange Commission published on November 13, 2025, Samjo Management, LLC acquired 184,925 additional shares of PDF Solutions (PDFS +0.19%) in the third quarter. The fund's total holdi ...

Core Viewpoint - Broadcom's shares have increased by approximately 3% after reporting strong earnings, with expectations for AI semiconductor revenue to double year-over-year and current quarter revenue outlook exceeding estimates [1]. Group 1: Financial Performance - Broadcom's AI revenue exceeded expectations, with guidance indicating an improvement of about $700 million compared to prior estimates [4]. - The company is experiencing strong demand, particularly from Google for its Tensor Processing Units (TPUs), which is contributing to the positive revenue outlook [4][5]. Group 2: Market Position and Competition - The performance of Broadcom's AI accelerators is attributed to better-than-expected results from three major customers, along with a fourth customer that has not been disclosed yet [2][3]. - The report suggests that Broadcom's success may serve as a counter-narrative to concerns raised by Oracle regarding the AI market, particularly as Oracle focuses on GPU technology rather than TPUs [5]. Group 3: Valuation Insights - Current valuation appears stretched for the next 12 months, but projections for 2027 suggest a more reasonable valuation in the high 20s, considering the potential for new customer acquisitions [6].

Even though your shares are down a little bit, the analysts seem to feel positively about these numbers. But J. P.Morgan asks that maybe you're being slightly conservative on your full year 2026 guidance, are you. We're looking at it as being balanced and pragmatic. Regarding F 26, given the global and the overall environment, we guided at 9.6% billion and that's after finishing up F 25 at 7 billion.So we're very excited about the opportunity ahead. Chip design right now there is some bigger picture discuss ...

CLEVELAND--(BUSINESS WIRE)--Materion Corporation (NYSE: MTRN) is pleased to announce the appointment of Thomas Edman to the Company's Board of Directors, expanding the Board to 10 members. Mr. Edman joins as the ninth independent director, effective January 21, 2026. "We are thrilled to welcome Tom to our Board," said Vinod M. Khilnani, Chairman of the Board. "With his extensive background in global electronics manufacturing, particularly for the semiconductor, aerospace, and defense industries. ...

Core Viewpoint - Oracle's disappointing Q2 2026 earnings results have led to a significant drop in its stock price, impacting the broader tech and AI sectors [2][3][8] Financial Performance - Oracle reported non-GAAP earnings per share (EPS) of $2.26, a 54% increase, and total revenue of $16.1 billion, a 14% increase [6] - Analysts had expected total revenue to be higher at $16.21 billion, leading to investor disappointment despite the EPS beating expectations [3] Market Reaction - Oracle's stock price fell over 12% to $196.25 per share following the earnings report [8] - Major chip companies in the AI space experienced stock price declines, including AMD, Arm, Broadcom, Intel, Micron, NVIDIA, Qualcomm, and TSMC, with drops ranging from 0.9% to 1.4% [7] Industry Concerns - The announcement of new agreements with AI investors like Nvidia and Meta raised concerns about circular spending in the AI industry, contributing to fears of an AI bubble [4] - Oracle's remaining performance obligations increased to $523 billion, but the circular spending concerns have renewed skepticism among investors [4]

Core Insights - Rivian is advancing its electric vehicles towards greater autonomy, incorporating new hardware such as lidar and custom silicon, with aspirations to enter the self-driving ride-hail market [1][2] Technology Development - The company's first "Autonomy & AI Day" event revealed its technology advancements, aiming to produce the more affordable R2 SUV by the first half of 2026 [2] - Rivian plans to expand its hands-free driver-assistance software to over 3.5 million miles of roads in the USA and Canada, with a feature called "Universal Hands-Free" launching in early 2026 [3] Driver Assistance Features - The point-to-point navigation feature allows users to input a destination, enabling the vehicle to drive autonomously [4] - Future enhancements will allow drivers to take their eyes off the road, with plans to achieve "personal L4" autonomy, meaning no human intervention is required in specific areas [4] Market Competition - Rivian aims to compete with companies like Waymo, initially focusing on personally owned vehicles while also exploring opportunities in the rideshare market [5] Hardware Innovations - The company is developing a "large driving model" and a custom 5nm processor in collaboration with Arm and TSMC, moving away from Tesla's rules-based framework for autonomous vehicle development [7] - The new "autonomy computer" (ACM3) can process 5 billion pixels per second and will be featured in the upcoming R2 SUV [8][9] - The ACM3 will be paired with a lidar sensor to enhance real-time detection and spatial data processing, contributing to the vehicle's autonomy capabilities [9]

Core Insights - Broadcom Inc. is a key player in the semiconductor and infrastructure software sectors, with a diverse product range that positions it for future growth [1] - The average price target for Broadcom has increased from $369 to $442.5 over the past year, indicating growing confidence in the company's market position [2][4] Strategic Partnerships and AI Focus - Broadcom's collaboration with OpenAI and its emphasis on AI technology, particularly custom AI chips, are significant growth drivers [2][4] - The partnership with OpenAI involves a 10-gigawatt project, which is expected to yield substantial financial benefits [5] Financial Outlook - Broadcom projects a revenue of $17.4 billion in Q4 2025, representing a 24% year-over-year increase, with a significant contribution from AI semiconductor solutions [3][5] - AI semiconductor solutions are expected to generate $6.2 billion, reflecting a 66% year-over-year increase [5] Market Sentiment and Analyst Confidence - Analysts have raised the price target for Broadcom to $442.5, with some, like Christopher Rolland from Susquehanna, setting a target as high as $680, reflecting strong confidence in the company's future performance [4][6] - Despite concerns about potential margin pressures and customer concentration risks, Broadcom is considered a 'top pick' on Wall Street due to its strategic positioning in the AI industry [6]

Emily Flippen: Some people make holiday shopping lists. We're making a holiday stock list today on Motley Fool Money. Today is Tuesday, December 2nd. Welcome to Motley Fool Money. I'm your host, Emily Flippen, and today I'm joined by Motley Fool analysts Jason Hall and Asit Sharma to talk about favorite Rule Breaking stocks for your holiday shopping list. But let's be real. This time of year, we're all surrounded by sales, shipping deadlines, holiday ads. But just because companies are spending doesn't nece ...

Market Overview - The U.S. stock market showed mixed performance with the Dow Jones up by 0.38%, while the S&P 500 and Nasdaq fell by 0.72% and 1.38% respectively [1][2]. Federal Reserve Actions - The Federal Reserve announced a 25 basis point cut in the benchmark interest rate, reducing it to a range of 3.5% to 3.75%, marking the third consecutive rate cut totaling 75 basis points [2][3]. - Market expectations indicate a 22.1% probability of a further 25 basis point cut by January 2026, with a 77.9% chance of maintaining the current rate [2]. Oracle Corporation Performance - Oracle's stock plummeted over 14%, resulting in a market cap loss exceeding $90 billion following disappointing Q2 earnings [4][6]. - The company reported adjusted revenue of $16.1 billion, slightly below the expected $16.21 billion, with cloud revenue growth of 34% to $7.98 billion, but still under analyst expectations [6]. - Oracle's free cash flow was reported at -$10 billion for the quarter, raising concerns among analysts regarding cash flow management [6]. Analyst Reactions to Oracle's Earnings - Following the earnings report, several institutions lowered their price targets for Oracle, with JPMorgan reducing it from $270 to $230, and Baird from $315 to $300 [7]. - Other notable reductions include Royal Bank of Canada from $310 to $250, and Bank of America from $368 to $300 [7]. Impact on Related Stocks - The decline in Oracle's stock negatively affected related technology stocks, with Nvidia and Broadcom dropping over 3%, and Micron Technology and AMD falling nearly 4% [8]. - Chinese tech stocks also experienced declines, with Alibaba and Pinduoduo down over 3%, and other companies like Xpeng and NIO dropping over 2% [8].

Core Viewpoint - The company has accumulated certain capabilities in MEMS underlying technology and has developed the research, design, and manufacturing capabilities for MEMS mirrors [1] Group 1: MEMS OCS Capabilities - The company possesses the ability to develop and manufacture core components for MEMS OCS, including MEMS arrays, fiber collimator arrays, filters, and optical circulators [1] - The MEMS array is identified as the core component with the highest cost proportion [1] - The company has not yet initiated the research and production of complete OCS products, indicating a potential strategy to enter this field more efficiently through acquisitions [1]