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. ...

Core Insights - Black Sesame Intelligence has launched its high-performance all-scenario intelligent driving chip, the Huashan A2000, which has been approved for global sales and application, marking a significant step towards commercializing advanced intelligent driving solutions [1][2] - The company has invested a total of 5.03 billion yuan in R&D expenses from 2020 to the first half of 2025, and as its chip sales increase, these costs will continue to dilute over time [2][3] Group 1: Product Development and Commercialization - The Huashan A2000 chip is now entering the stage of large-scale application, providing essential computing power for the commercialization of high-level intelligent driving [1] - Black Sesame's A1000 series chips have been mass-produced and delivered in several new vehicle models, while the commercialization of the C1200 series is progressing steadily [1][2] Group 2: Financial Performance and Projections - In 2024, the company reported a net profit of 313 million yuan, primarily due to the conversion of redeemable convertible preferred shares into common stock, resulting in a book gain of 2.047 billion yuan, which did not significantly impact cash flow [2] - As of June 30, 2025, Black Sesame had cash and cash equivalents of 1.966 billion yuan, nearly equal to the 1.925 billion yuan in expenses incurred in 2024, indicating a need for the company to achieve self-sustainability [2] Group 3: Strategic Expansion and Acquisitions - Black Sesame has acquired a 60% stake in Yizhi Electronics for 478 million yuan, which will allow the company to offer a full range of automotive-grade computing chips and expand into broader robotics and AI applications [3] - Yizhi Electronics has committed to achieving revenues of no less than 300 million yuan, 400 million yuan, and 500 million yuan in 2026, 2027, and 2028, respectively, along with net profits of at least 5 million yuan, 35 million yuan, and 50 million yuan [3]

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]

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, following a steep decline of approximately 5% in the stock price prior to the alert [4] - After the alert, SOXL's stock price rose to a high of $49.79, reflecting a 2.77% increase, demonstrating the effectiveness of the Power Inflow signal [8] Power Inflow Signal - The Power Inflow alert is a proprietary signal from TradePulse, issued within the first two hours of trading, highlighting significant shifts in order flow towards buying activity [6] - This signal suggests a high probability of bullish price movement for the remainder of the trading day, making it a strategic entry point for active 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 rise in price illustrates the potential for significant intraday gains following such alerts [8] - The 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 capitalized on the price reversal, highlighting the value of monitoring order flow data [8]

Market Analysis by covering: Marvell Technology Inc. Read 's Market Analysis on Investing.com ...