MXL is MaxLinear's registered trademark. Other trademarks appearing herein are the property of their respective owners. 28 Annual Needham Growth Conference in New York on Jan. 13th. MaxLinear's presentation is scheduled for 8:45 a.m. ET. A webcast of the session will be available at https://investors.maxlinear.com. thth Susquehanna 15 Annual Technology Conference in New York on Feb. 26 thth Loop Capital Markets 7 Annual Investor Conference (virtual) on March 9 th Stifel 2026 Technology One-on-One Conference ...

Qualcomm processor with Snapdragon branding highlighting AI chip demand and semiconductor growth drivers. Key Points Qualcomm is pushing up into a well-defined zone of resistance, while a rising sequence of higher lows continues to tighten the setup. The stock is coiling into a wedge after its multi-month rally, a pattern that often precedes a sharp directional move. With earnings due in early February and fresh product momentum building, the next breakout attempt could carry more weight than the last. ...

Core Viewpoint - Astera Labs, Inc. will release its financial results for Q4 2025 on February 10, 2026, and will host a conference call to discuss these results [1][2]. Group 1: Financial Results Announcement - The financial results for the fourth quarter of 2025 will be announced after market close on February 10, 2026 [1]. - A conference call will be held at 1:30 p.m. Pacific Time, featuring key executives including the CEO, COO, and CFO [2]. Group 2: Company Overview - Astera Labs specializes in semiconductor-based connectivity solutions for rack-scale AI infrastructure [3]. - The company collaborates with hyperscalers and ecosystem partners to enhance the capabilities of modern AI [3]. - Astera Labs' Intelligent Connectivity Platform integrates various semiconductor technologies and software to create flexible systems for connectivity [3].

FREMONT, CA / ACCESS Newswire / January 8, 2026 / Aehr Test Systems (NASDAQ:AEHR), a worldwide supplier of semiconductor test and burn-in solutions, today announced financial results for its second quarter of fiscal 2026 ended November 28, 2025. Fiscal Second Quarter Financial Results: Net revenue was $9.9 million, compared to $13.5 million in the second quarter of fiscal 2025. ...

PresentationOperator Welcome, and thank you for standing by. I would like to inform all participants that this conference call as well as any Q&A may be recorded where a company is presenting any recording may also be posted on their website. Views and opinions expressed by any external speakers on this call are those of the speakers and not of JPMorgan. Parts of this conference call may be reproduced in JPMorgan Research. If you have any objections, you may disconnect at this time. Unless otherwise permitt ...

Core Insights - D-Wave Quantum (QBTS) achieved over 200% share-price gain in 2025, significantly outperforming major tech companies [1][7] - The broader Computer and Technology sector gained 26% during the same period, with NVIDIA and AMD rising approximately 38.8% and 77.3% respectively [2] Company Performance - D-Wave reported rapid revenue growth and increased customer adoption, with strong liquidity and advancements in commercial quantum systems and services [4][7] - The company entered 2026 with commercially deployable technology, including production-grade quantum systems already in operation [5] - D-Wave's hybrid quantum strategy combines current annealing systems with a long-term gate-model roadmap, leading to a strong outlook for 2026 [6] Financial Outlook - D-Wave closed 2025 with over $800 million in cash and a scalable Quantum Computing as a Service platform [7] - The Zacks Consensus Estimate for 2026 revenues is $41.8 million, indicating a 61.1% growth from the previous year [12] - The estimated loss per share for 2026 is 19 cents, reflecting a 7% improvement from 2025 [12][14] Market Position - D-Wave's stock trades above its 50-day and 200-day moving averages, indicating strong momentum and a bullish trend [9] - The forward 12-month price/sales (P/S) ratio for QBTS is 164.2, significantly higher than the industry average [15] Investment Considerations - Despite strong performance, D-Wave faces challenges such as uneven revenue, operating losses, and a high valuation, which may lead to volatility [8][16]

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]

Core Insights - Nvidia has introduced new, more efficient racks that could reduce the reliance on cold water systems for cooling excess heat in data centers [1] Group 1 - The new racks are designed to enhance energy efficiency in data centers [1] - This innovation may lead to a shift in cooling technology preferences within the industry [1] - The development aligns with broader trends towards sustainability and energy conservation in data center operations [1]

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 ...