Investment in AI Data Centers - Digital Connexion plans to invest $11 billion by 2030 to develop a 1-gigawatt AI-focused data center campus in Andhra Pradesh, highlighting significant interest from both domestic and global investors in AI infrastructure [1] - Google announced a $15 billion investment to build an AI hub and expand data-center infrastructure in India, following a previous $10 billion commitment in 2020 [2] - Microsoft plans to invest $17.5 billion by 2029 to expand its AI and cloud footprint in India [2] - Amazon will invest an additional $35 billion in India by 2030, raising its total planned commitment to approximately $75 billion [2] Strategic Importance of Data Centers - The U.S. cloud giants are racing to add data-center capacity globally, with India emerging as an attractive location due to its engineering talent and demand for cloud services [3] - India's finance minister proposed a tax holiday on revenues from cloud services sold outside India if run from local data centers, aiming to attract foreign investment [4][5] - The budget also includes a 15% cost-plus safe harbor for Indian data-center operators providing services to foreign entities [4] Challenges and Projections - Scaling up data center capacity in India faces challenges such as power shortages, high electricity costs, and water scarcity, which could impact construction and operating costs [6] - India's data-center power capacity is projected to exceed 2 gigawatts by 2026 and could expand to over 8 gigawatts by 2030, driven by capital investments exceeding $30 billion [8] Broader Economic Initiatives - The Indian government is increasing its focus on electronics and semiconductor manufacturing, launching a second phase of the India Semiconductor Mission to enhance domestic production capabilities [10] - The budget raised the outlay for the Electronics Components Manufacturing Scheme to ₹400 billion (around $4.36 billion) to attract global suppliers and reduce reliance on imports [11][12] - Measures to boost cross-border e-commerce include removing the ₹1 million (around $11,000) value cap per consignment on courier exports, benefiting small manufacturers and startups [15] Long-term Vision - The latest measures emphasize India's ambition to become a long-term hub for global technology infrastructure, focusing on cloud computing, electronics manufacturing, and critical minerals [16]

Shares of India’s electronics manufacturing services companies rose on Sunday after the finance minister set aside 400 billion rupees to boost the sector and position the country as a global hub https://t.co/ipV6404AeJ ...

Standex International (NYSE:SXI) Q2 2026 Earnings call January 30, 2026 08:30 AM ET Company ParticipantsAdemir Sarcevic - CFOChristopher Howe - Head of Investor RelationsDavid Dunbar - CEOConference Call ParticipantsChris Moore - AnalystGary Prestopino - AnalystMatt Koranda - AnalystMike Shlisky - AnalystRoss Sparenblek - AnalystOperatorGood morning, ladies and gentlemen, and welcome to Standex International's Fiscal Second Quarter 2026 Financial Results Conference Call. At this time, all lines are in a lis ...

Core Viewpoint - The article discusses the rapid growth of the high-end PCB market driven by the explosion of AI technology and the increasing demand for advanced PCB manufacturing equipment, particularly in drilling processes [3][11]. Industry Overview - The global infrastructure for computing power is accelerating, leading to a surge in demand for high-end PCBs as tech giants expand their AI infrastructure [3]. - The PCB equipment industry is experiencing expansion opportunities, with rising demand across various equipment segments [3]. Drilling Process and Technology - The drilling process in PCBs involves creating conductive holes that connect layers, primarily using mechanical and laser drilling technologies [3]. - Mechanical drilling is typically used for through-holes, while laser drilling is more suitable for blind and buried holes due to its higher precision [8]. - The latest advancements in mechanical drilling include CCD drilling machines that utilize visual positioning for automated depth and speed control, while ultra-fast laser drilling machines represent the cutting-edge in laser technology [8]. Market Size and Growth - The global PCB equipment market is projected to reach approximately $7.085 billion (around 50.6 billion RMB) in 2024, with a compound annual growth rate (CAGR) of about 4.9% from 2020 to 2024 [11]. - By 2029, the market is expected to grow to $10.765 billion (approximately 76.9 billion RMB), with drilling equipment accounting for about 20.7% of the total market value [11]. Competitive Landscape - Key players in the drilling equipment market include Mitsubishi, Hitachi, ESI, Schmoll, and domestic companies like Dazhu CNC and Suzhou Weijia, each known for their specific technological advancements and product offerings [16][17]. - Dazhu CNC is focusing on high-precision drilling machines, while Suzhou Weijia plans to increase its production capacity significantly [17][18]. Equipment Classification and Comparison - The article provides a detailed comparison of mechanical and laser drilling machines, highlighting their respective advantages and limitations in terms of cost, precision, and application suitability [9].

苟日新，日日新，又日新。 昨天（1月29日）下午，2026年昆山市新型工业化推进会暨人工智能创新发展大会举行。这是继 2024年、2025年后，昆山再次以"新型工业化"为主题开启2026年重点工作的新篇。 在这场持续两小时、会聚千人的大会上，"人工智能"与"AI"成为贯穿始终的高频词与核心脉络。对 昆山而言，加快发展人工智能早已不是一道"可选项"，而是关乎城市未来竞争力的"生存题"，更是抢占 新赛道、构筑新优势的"战略抉择"。会上掷地有声的承诺激荡全场："所有资金需求，我们全力保障； 所有资金成本，我们协同分担；所有算力缺口，我们统筹补齐；所有空间需要，我们优先供给！" 唯有主动识变、应变、求变，才能在新一轮发展中不掉队、不失速、不褪色。昆山正将人工智能深 度植入产业升级的主脉络，以生态构建与场景落地双轮驱动，高筑县域经济长期高质量发展的"数字护 城河"。 植入AI基因，定义智能产品新形态 在立讯精密的智慧流水线上，一部部即将发往全球的AI手机正进行最终检测。它们的"大脑"能理解 复杂指令，"眼睛"能识别细微瑕疵。包括这款AI手机在内，每天八大类超百款终端产品从昆山发往全球 各地。 "缺什么，招什么"，30多 ...

Market Overview - The broader equity markets have remained resilient despite President Trump's tariff threats, trading in record territory, primarily driven by a tech rally [1] - Blue-chip tech firms have shown solid gains due to a positive start to the earnings season and advancements in AI monetization [1] - The Federal Reserve's decision to maintain interest rates in the range of 3.5% to 3.75% has also supported the uptrend, reflecting economic strength and stable job market conditions [1] Investment Opportunities - Investors are advised to focus on "cash cow" stocks that provide higher returns, with an emphasis on identifying stocks with high return on equity (ROE) [2] - High ROE indicates that companies are effectively reinvesting cash at a high rate of return, making them attractive investment options [3][4] - Stocks identified with high ROE include Arista Networks, Corning, Banco Bilbao Vizcaya Argentaria, The TJX Companies, and TE Connectivity, all of which have strong fundamentals and consistent earnings surprises [2][8] Screening Parameters - The primary screening parameters for identifying cash-rich stocks include cash flow greater than $1 billion and ROE exceeding the industry average [5] - Additional metrics used for screening include price/cash flow ratio lower than the industry average and return on assets (ROA) greater than the industry average [6] - A five-year EPS historical growth greater than the industry average and a Zacks Rank of 1 or 2 are also considered to ensure strong performance [7] Company Profiles - **Arista Networks**: Engaged in cloud networking solutions with a long-term earnings growth expectation of 20.1% and a trailing four-quarter earnings surprise of 10.2% [9][10] - **Corning**: Focuses on advanced glass technologies with a long-term earnings growth expectation of 18.8% and a trailing four-quarter earnings surprise of 4.4% [11] - **Banco Bilbao**: Provides a range of banking services with a long-term earnings growth expectation of 12% and a trailing four-quarter earnings surprise of 5.7% [12] - **The TJX Companies**: A leading off-price retailer with a long-term earnings growth expectation of 10.2% and a trailing four-quarter earnings surprise of 5.5% [13][14] - **TE Connectivity**: Designs connectivity solutions with a long-term earnings growth expectation of 12% and a trailing four-quarter earnings surprise of 7.5% [15][16]

Core Viewpoint - Japan's stock market has reached all-time highs in 2026 due to significant regulatory changes and improvements in corporate governance [1][3]. Group 1: Market Performance - The Nikkei 225 index achieved a new all-time high in January 2026, recovering from the "lost decades" post-1989 crash [2]. - Over the past five years, the TOPIX index has increased by 93.3%, while the Nikkei 225 index has risen by 84.3%, both outperforming the S&P 500 index, which is up 79.2% [2]. Group 2: Corporate Governance Changes - Recent reforms in Japan's corporate governance have been pivotal in driving stock market performance [4][7]. - The traditional keiretsu system, characterized by interlinked partnerships and cross shareholdings, has been criticized for inefficiency and lack of competition [5][6]. - The Financial Supervision Agency (FSA) and the Tokyo Stock Exchange have implemented reforms to discourage cross shareholdings, leading to a trend of companies selling off these holdings since fiscal year 2020 [7]. Group 3: Investment Opportunities - The new corporate governance reforms are fostering a more competitive and dynamic economy in Japan, encouraging companies to focus on shareholder value [8]. - American investors can consider the iShares MSCI Japan ETF (EWJ) as a means to invest in Japan, which has outperformed the S&P 500 index with a 25.9% increase compared to the S&P 500's 13.7% [9]. - The iShares MSCI Japan ETF includes 181 holdings in top Japanese companies, such as Toyota, Sony, Hitachi, and major financial firms, with an expense ratio of 0.49% [10].

It's time now for overlooked stocks. Shares of Little Fuse are rallying to four-year highs after its earnings report this morning. So, I'm joined by George Sillis, senior markets corresponded to help get us across the details of this.I was unaware of this company admittedly. George, uh, this is obviously in the business of industrial technology manufacturing. Just talk us through exactly what it does, what it told us in these earnings and the reaction we're seeing in the stock today.>> Mhm. Yeah, sure. I me ...

Core Insights - TTM Technologies, Inc. and Raytheon have signed a multi-year agreement valued at $200 million to provide radio frequency assemblies, electronic hardware, and printed circuit boards for Raytheon's Lower Tier Air and Missile Defense Sensor (LTAMDS) [1][2] Group 1: Agreement Details - The agreement enhances TTM's support for LTAMDS development and production-readiness, ensuring alignment with program schedules and customer milestones [2] - The multi-year contract allows Raytheon to meet an accelerated delivery schedule while reducing costs [2] Group 2: TTM's Role and Capabilities - TTM designs, manufactures, and tests critical components such as the Beam Forming Network (BFN) and specialized assemblies for LTAMDS and GhostEye radars [3] - Multi-year commitments enable TTM to invest in capacity and improve lead-time stability, ultimately increasing value for customers and taxpayers [3] Group 3: Strategic Importance - The agreement reinforces the long-standing partnership between TTM and Raytheon, highlighting the importance of U.S.-based electronics manufacturing for integrated air and missile defense [4] - This partnership aligns with the Department of War's focus on strengthening supply chains and accelerating the delivery of essential capabilities [4]

Core Viewpoint - CTS Corporation is set to release its earnings for the fourth quarter and full-year 2025 on February 10, 2026, at 8:00 a.m. (ET) [1] Group 1: Earnings Release Information - The earnings release will be followed by a conference call with management scheduled for the same day at 10:00 a.m. (ET) [2] - Participants can register online to access the conference call, where they will receive dial-in information and a conference ID [2] Group 2: Webcast Availability - A live audio webcast of the conference call will be available on the Investors section of the CTS Corporation website and will be archived for one year [3] Group 3: Company Overview - CTS Corporation is a leading designer and manufacturer of products that Sense, Connect, and Move, producing sensors, actuators, and electronic components across North America, Europe, and Asia [4] - The company serves customers in various markets, including aerospace/defense, industrial, medical, and transportation [4]