Volkswagen plans a long-term supply deal with U.S. chip designer Qualcomm to deliver infotainment technology for the German carmaker's new software platform. ...

Core Insights - The competition in the hardware market for data centers, AI, and cloud computing is intensifying, particularly between Broadcom and AMD in the AI chip sector [1] AMD Overview - AMD's CEO Lisa Su has been pursuing market share from Nvidia, the leading provider of GPUs, with a focus on high-performance and AI computing [1][2] - AMD aims for a compound annual growth rate of over 35% in the next three to five years, with its data center business expected to grow by more than 60% annually and a target of over 70% market share in adaptive computing [2] - Since Lisa Su's tenure, AMD's market capitalization has surged from $2 billion to $350 billion, with a reported year-over-year revenue growth of 40% and a gross margin increase to 52% in Q3 [3] Broadcom Overview - Broadcom maintains strong and diversified revenue streams, reporting $7.4 billion in free cash flow for its fiscal 2025 Q4 [4] - The company offers a quarterly dividend of $0.65 per share and achieved a year-over-year net revenue growth of 28% last quarter, although this growth is slower compared to AMD's trajectory [4] Investment Considerations - Both Broadcom and AMD are positioned well for the future, but Broadcom is seen as a more mature and conservative investment with lower volatility, while AMD is favored for higher potential returns as it seeks to reduce Nvidia's market dominance in AI accelerators [5] - AMD's stock has increased over 60% in the past year, indicating strong market performance [7]

Key Takeaways MRVL acquired XConn to add PCIe 5/6 and CXL switching, strengthening its Ultra Accelerator Link strategy.Marvell Technology expects XConn to add 20 customers and about $100M revenues in fiscal 2028.MRVL says Celestial AI should contribute in 2H 2028 and reach $1B by Q4 of fiscal 2029.Marvell Technology (MRVL) is expanding its AI connectivity portfolio by launching new products and through acquisitions. Its recent decision to acquire XConn Technologies was made to expand its portfolio with the ...

The Tel Aviv Stock Exchange fell today. The Tel Aviv 35 Index fell 0.40% to 3,830.54 points, the Tel Aviv 125 Index fell 0.39% to 3,878.85 points; and the BlueTech Global Index fell 0.23% to 678.11 points. The All Bond corporate bond index fell 0.08% to 424.13 points. Turnover totalled NIS 4.93 billion in equities and NIS 4.62 billion in bonds. On the foreign exchange market, the representative shekel-dollar rate was set 0.031% lower from Tuesday, at NIS 3.174/$, and the representative shekel-euro rate wa ...

Of course, it's hard to regain momentum in the semiconductor scene after a devastating fumble. But with enough financial backing and a game plan that may finally be coming to fruition, it seems like there's no stopping Intel as its stock seeks to regain further ground in 2026. The Panther Lake chip is the first Intel offering to be built on the 18A process (1.8nm). It's in production, and ordering is poised to go online shortly. Could 2026 be the year when AI PCs really start to take off? It's definitely po ...

Group 1 - RTX Corporation experienced significant stock volatility following comments from President Trump regarding defense spending and corporate buybacks, with a notable drop when he proposed banning buybacks and a subsequent spike when he announced plans to increase the defense budget from $1 trillion to $1.5 trillion [11] - The average purchase price for RTX was $80.70, and it is currently trading at $192.47 in premarket [11] - President Trump aims to fund the increased defense spending through tariffs, which generated $195 billion in fiscal year 2025, with estimates for fiscal year 2026 ranging from $191 billion to $247 billion [11] Group 2 - The article highlights a surge in productivity in Q3 at 4.9%, with labor costs declining by 1.9%, indicating positive trends for the U.S. economy and stock market [11] - Job openings reported in the JOLTS data were at 7.146 million, down from 7.449 million previously, suggesting a potential slowdown in job growth [11] - The ISM Non-Manufacturing Index came in at 54.4, above the consensus of 52.2, indicating strong non-manufacturing activity [11]

Nvidia stock traded lower early on Thursday as investors grappled with mixed and sometimes contradictory signals over how close the chip maker is to resuming exports of its artificial intelligence har... ...

Core Insights - Cathie Wood's ARK funds significantly outperformed the broader market in 2025, with ARKK and ARKW each rising approximately 35%, compared to the S&P 500's gain of over 16% [1] - Tesla's stock remains a central focus for Wood, despite recent reductions in her holdings, which raises questions about her confidence in the company [3][5] - Tesla's fourth-quarter vehicle deliveries fell by 16% year-over-year, totaling 418,227 units, which was below analysts' expectations [6] - Tesla's energy business showed a 49% growth, deploying a record 14.2 GWh of energy storage products, providing stability amid challenges in the EV sector [7] Company Overview - Tesla, led by Elon Musk, is a key player in the transition to sustainable energy, focusing on electric vehicles, solar energy systems, and energy storage products, with a market cap of $1.44 trillion [2] - The company is increasingly investing in AI, robotics, and automation, which aligns with its long-term growth strategy [2] Investment Strategy - Wood's ARK funds have seen a resurgence in 2025, driven by themes of disruptive technology, including AI and robotics, which are central to ARK's investment philosophy [3] - Tesla is the largest holding in ARKK and ARKW, representing 11.11% and 8.97% of their portfolios, respectively, with a price target of $2,600 set for 2029 [4] Financial Performance - Tesla's projected earnings per share for Q4 are $0.44, down 39.66% year-over-year, with revenue expected to decline by 4.26% to $24.61 billion [8] - Despite the anticipated weak quarterly results, investor focus remains on Tesla's advancements in AI and robotaxis, which are seen as critical for future growth [8] Future Outlook - The success of Tesla's robotaxi program is crucial for its stock valuation, which is currently trading at approximately 276 times forward earnings, indicating high expectations for its autonomy technology [9] - Tesla has begun rolling out its robotaxi business in select locations, with plans for expansion, while maintaining a focus on regulatory compliance and operational reliability [10][11] Analyst Sentiment - Analysts are divided on TSLA stock, with a consensus "Hold" rating among 40 analysts, reflecting a mix of bullish and bearish perspectives [12]

Key Takeaways Alphabet closed the first week of 2026 at $3.88T in market cap, edging past Apple's $3.84T milestone.GOOGL surged 65% in 2025, fueled by Gemini 3, new AI chips, and over 30% Google Cloud growth. Alphabet's Waymo robotaxi expansion and AI edge contrast with Apple's AI delays and canceled EV plans.In a significant shift, Alphabet (GOOGL) , the parent company of Google, closed the first week of 2026 with a higher market capitalization than Apple (AAPL) for the first time since 2019. Alphabet’s va ...

Core Viewpoint - Synaptics Incorporated is actively participating in the investment community by presenting at the 28th Annual Needham Growth Conference, showcasing its commitment to innovation and engagement with investors [1]. Company Overview - Synaptics (Nasdaq: SYNA) is focused on driving innovation in AI at the Edge, enhancing user interaction with intelligent connected devices across various environments [2]. - The company offers advanced solutions such as Synaptics Astra™ AI-Native embedded compute, Veros™ wireless connectivity, and multimodal sensing technologies, aiming to create smarter, faster, and more intuitive digital experiences [2]. - Synaptics is positioned as a key partner for product innovators, contributing to the next generation of technology that improves daily life, work, and leisure activities [2].