[Chart courtesy of MarketWatch.com][Chart courtesy of MarketWatch.com]Moving the marketThe Dow started strong, but the Nasdaq felt the heat as traders kept rotating out of tech. Big AI names took hits: Nvidia down over 1%, Apple on track for its seventh straight loss, and Oracle off more than 2%.The bright spot? Defense stocks went gangbusters after President Trump floated a massive $1.5 trillion defense budget for 2027 (up huge from 2026’s $901 billion). Northrop Grumman soared 10%+, Lockheed Martin jumped ...

Group 1 - Intel shares increased by 2% following a positive social media post from President Trump regarding the company and its CEO [1] - The U.S. government acquired a 10% stake in Intel through an $8.9 billion investment from CHIP Act grants and semiconductor manufacturing awards [2] - Since the investment announcement, Intel shares have surged by 75%, raising the government's stake to over $18 billion, making it Intel's largest shareholder [3] Group 2 - Lip-Bu Tan became Intel's CEO in March, succeeding Pat Gelsinger, amid challenges from competitors like AMD and Nvidia [4] - Tan faced calls for resignation from Trump due to perceived conflicts of interest related to his investments in Chinese technology companies [5] - Intel has laid off thousands of employees and is reducing chip production in Europe under Tan's leadership [5]

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]