Core Viewpoint - QuickLogic Corporation has been awarded a $13 million contract to support the development of Strategic Radiation Hardened (SRH) FPGA technology, aimed at meeting the Department of War's strategic and space system requirements [1]. Group 1: Contract Details - The $13 million contract represents the latest tranche of a multi-year program initiated in August 2022 [1]. - The funding will facilitate the continued development and demonstration of high reliability FPGA technology [1]. Group 2: Company Overview - QuickLogic Corporation specializes in embedded FPGA (eFPGA) Hard IP, ruggedized FPGAs, and endpoint AI solutions [1]. - The company combines cutting-edge technology with open-source tools to deliver customizable, low-power solutions for various markets, including aerospace and defense [1].

customers; and other future events. Statements that are not historical facts, including statements about our beliefs, plans and expectations, are forward-looking statements. Such statements are based on our current expectations and are subject to a number of factors and uncertainties, which could cause actual results to differ materially from those described in the forward-looking statements. The following important factors and uncertainties, among others, could cause actual results to differ materially fro ...

Market Overview - The S&P 500 ended 0.1% higher after experiencing a drop of 0.9% earlier in the session, with similar reversals seen in the Nasdaq and Dow [1] - Wall Street's main indexes have faced volatility this month due to concerns over disruptions caused by rapidly improving AI tools affecting various sectors, including software and trucking [1] AI and Technology Sector - Broader AI-linked and megacap technology stocks have declined as investors seek stronger evidence that significant investments in technology are leading to tangible revenue and profit increases [2] - Nvidia's stock rose 1.9% after announcing a multi-year deal to supply Meta Platforms with millions of AI chips, contributing to gains in other megacap stocks like Amazon (up 1.6%) and Microsoft (up 0.7%) [8] Federal Reserve Insights - The release of minutes from the Fed's January policy meeting, where the main lending rate was held steady, is anticipated [3] - Traders are pricing in a 63% chance of a rate cut of at least 25 basis points at the Fed's June meeting, marking the first time odds have exceeded 50% [3] Company-Specific Developments - Palo Alto Networks saw a 7.2% drop after lowering its annual profit forecast due to rising costs from acquisitions aimed at enhancing AI capabilities [6] - Cadence Design Systems experienced a 5.8% increase after surpassing fourth-quarter revenue estimates [6] - Western Digital plans to raise $3.17 billion through a secondary share sale of its stake in former unit Sandisk, resulting in a 2.4% decline in Sandisk's shares [7] Upcoming Economic Indicators - The personal consumption expenditure report, the Fed's preferred inflation gauge, will be released later in the week, expected to provide insights into inflation and its potential impact on borrowing costs [7] - Earnings season is underway, with companies like Analog Devices and Charles River Laboratories set to report results [8]

All CEOs play a big role in how a company performs, but some have a much bigger impact than others. Look no further than Elon Musk, the CEO of Tesla and world’s richest person. Musk recently got a new incentive-laden pay package that could make him the world’s first trillionaire. This could tell you that Tesla board members (and many investors) see Musk as the company’s most valuable asset and are willing to pay him a princely sum to steer Tesla into the future. Which CEOs should investors pay attention ...

You don't have to look at the path less traveled to beat the S&P 500. Some of the best growth stocks are hiding in plain sight and look poised to rally despite being mega-caps. Two of them are already household names, and the third pick on this list is well on its way to a $1 trillion valuation and becoming yet another household name for investors who are monitoring artificial intelligence (AI). Will AI create the world's first trillionaire? Our team just released a report on the one little-known company ...

Core Insights - Nvidia reported a significant increase in its investment portfolio, rising by $9 billion from $3.8 billion in Q3 2025 to $13.1 billion in Q4 2025 [1] - The number of actual holdings in Nvidia's portfolio decreased from 6 to 5, indicating a strategic shift [1] Portfolio Changes - Nvidia completely exited its positions in Applied Digital Corp, Arm Holdings, Recursion Pharmaceuticals, and WeRide Inc, while adding $10 billion to its portfolio [2] - New positions were opened in Intel, Synopsys Inc, and Nokia [2] Share Ownership - The ownership of 24 million shares in Coreweave and 1.2 million shares in Nebius Group remained unchanged [3] Portfolio Composition - As of December 31, 2025, Intel became the largest holding, accounting for 60% of the total portfolio value, followed by Synopsys at 17%, Coreweave at 13%, Nokia at 8.2%, and Nebius Group at 0.8% [5] Controversial Holdings - Coreweave has been a contentious holding due to its background as a former cryptocurrency miner and allegations of circular deals and faked revenue in the AI sector [6][7] - Analysts express concerns that Coreweave could be at risk if the AI market experiences a downturn [8] Investment Strategy - Nvidia has previously retracted some investment plans, including a $100 billion investment in OpenAI that has seemingly been abandoned [9]

Group 1: Nvidia's Stake in Arm - Nvidia sold its stake in Arm, which it had held since 2023, amounting to 1.1 million shares valued at $155.8 million as of the end of Q3 2024 [2] - Nvidia's initial investment in Arm was part of a group of strategic investors that collectively purchased $735 million of Arm shares during its IPO in 2023 [3] - The acquisition bid by Nvidia for Arm, valued at $40 billion, fell through in 2022 due to regulatory challenges [3] Group 2: Arm's Market Performance - Arm's market capitalization is approximately $135 billion, with a reported 26% year-on-year sales increase to $1.24 billion in its fiscal third quarter [4][6] - Analysts at Morgan Stanley noted Arm's earnings report indicated "AI project momentum" and high operational expenditures, suggesting long-term demand [6] - Despite a slight beat on guidance, Arm's shares dropped in after-hours trading following the earnings announcement, although the stock is up 16% year-to-date [6] Group 3: Ongoing Relationship Between Nvidia and Arm - Nvidia retains a 20-year license with Arm, with CEO Jensen Huang affirming continued support as a licensee [5] - Nvidia's Grace CPUs, which are based on Arm technology, highlight the ongoing collaboration between the two companies [5]

Economic Indicators - U.S. February Empire State manufacturing index fell to 7.1, a smaller decline than expectations of 6.4 [3] - Economists expect December Durable Goods Orders to drop -1.8% month-over-month, while Core Durable Goods Orders are expected to rise +0.3% month-over-month [8] - U.S. Building Permits for December are expected to be 1.400 million and Housing Starts to be 1.310 million [9] - Industrial Production and Manufacturing Production are expected to rise +0.4% month-over-month in January [10] Federal Reserve Insights - U.S. rate futures indicate a 92.1% probability of no rate change and a 7.9% chance of a 25 basis point rate cut at the next FOMC meeting in March [1] - Fed Governor Michael Barr stated that interest rates should remain unchanged until clearer evidence of inflation moving toward the 2% target is seen [2] - The minutes from the Fed's January meeting will be closely scrutinized to assess the debate on rate cuts versus keeping rates steady [7] Stock Market Movements - Wall Street's main stock indexes ended positively, with Norwegian Cruise Line Holdings surging over +12% after Elliott Investment Management acquired a more than 10% stake [4] - Southwest Airlines climbed more than +6% after UBS upgraded the stock to Buy with a price target of $73 [4] - ZIM Integrated Shipping Services jumped over +25% following an acquisition agreement with Hapag-Lloyd for $4.2 billion [4] - Genuine Parts tumbled more than -14% after posting downbeat Q4 results and announcing plans to split its auto and industrial parts units [4] Corporate Earnings - Prominent companies such as Analog Devices, Booking Holdings, Carvana, DoorDash, and Occidental Petroleum are set to release quarterly results [11] - Cadence Design Systems climbed more than +7% in pre-market trading after posting upbeat Q4 results and issuing solid FY26 guidance [18] - Palo Alto Networks slumped more than -6% in pre-market trading after cutting its full-year adjusted EPS guidance [18] International Market Developments - The Euro Stoxx 50 Index is up +0.97%, supported by strong gains in defense and bank stocks [13] - U.K. January CPI fell -0.5% month-over-month and rose +3.0% year-over-year, while January Core CPI fell -0.6% month-over-month and rose +3.1% year-over-year [14] - Japan's January Trade Balance stood at -1,152.7 billion yen, with exports rising +16.8% year-over-year [16]

CAMTEK ANNOUNCES RECORD RESULTS FOR THE FOURTH QUARTER & FULL YEAR 2025 [Accessibility Statement] Skip NavigationRecord revenues: $128.1 million for Q4 & $496.1 million for 2025; Expects double-digit revenue growth in 2026MIGDAL HAEMEK, Israel, Feb. 18, 2026 /PRNewswire/ -- Camtek Ltd. (NASDAQ: CAMT) (TASE: CAMT), today announced its financial results for the fourth quarter and year ended December 31, 2025.2025 Fourth Quarter Financial Highlights- Generated cash of over $61 million from operating activities ...

Market Overview - U.S. stock futures are trending higher, with S&P 500 futures up 0.6%, Nasdaq 100 futures up 0.7%, and Dow Jones Industrial Average futures up 0.5% [1] - This upward movement indicates a "dip-buying" mentality as investors balance concerns over AI valuations with a strong domestic economy and potential global trade shifts [2] Index Performance - Major market indexes are looking to build on gains, with S&P 500 near 6,843, Nasdaq Composite around 22,578, and Dow Jones Industrial Average near 49,553 [3] Sector Trends - The broader market is affected by a rotation out of software-as-a-service stocks due to AI disruption, while defensive sectors like Utilities and Health Care show strength [4] - Current trends suggest a potential return to growth-oriented sectors if economic data supports a "soft landing" narrative [4] Economic Catalysts - Focus is on the release of FOMC minutes at 2:00 PM ET, with traders looking for insights on interest rate cuts [5] - Economic data to be released at 8:30 AM ET includes January Building Permits (expected at 1.400M) and Durable Goods Orders, forecasted to show a 1.7% decline [6] Corporate News - Nvidia remains a key market bellwether, with premarket interest surrounding its $4.66 trillion valuation ahead of its earnings report on February 25 [7] - Paramount Global shares rose nearly 5% amid a bidding war, while Amazon seeks to recover from recent pressures [8] - General Mills stock fell 7% due to concerns over consumer sentiment, while Tesla and Meta Platforms see modest gains [9] International Developments - A $550 billion Japan-U.S. trade deal is expected to benefit American industrial stocks, enhancing domestic capital investment [10]