Intel (INTC) shares gained more than 6% on Jan. 7 after Daniel Rogers, the semiconductor firm’s vice president of PC products, confirmed plans of launching a new gaming chip and a platform. On Wednesday, the titan also unveiled its Core Ultra Series 3 processors, its first built on the 18A process, that reportedly outperform predecessors by a staggering 77% on gaming. More News from Barchart Following today’s rally, Intel stock is up roughly 140% versus its 52-week low. www.barchart.com What Panther ...

Brent Lewin / Bloomberg via Getty Images Memory and storage stocks were some of the S&P 500's best performers in 2025. Key Takeaways Memory and data storage stocks soared in the first trading days of 2026, with the rally getting a boost on Tuesday after bullish comments from Nvidia CEO Jensen Huang. Data storage stocks have been on a tear for months, with booming demand and a severe supply crunch helping them to dodge the AI bubble concerns that have weighed on the rest of the AI ecosystem. Big tec ...

Sandisk Corporation (NASDAQ:SNDK) experienced a significant Power Inflow alert, a key bullish indicator that is closely tracked by traders who value order flow analytics, specifically institutional and retail order flow data.At 10:13 AM EST on January 7, SNDK triggered a Power Inflow signal at a price of $336.55. SNDK had seen a decrease in the stock price leading up to the Power Inflow alert, dropping around 4% within the hour leading up to the signal. At the time of the signal, and then thereafter, both t ...

Three years into the AI boom, Nvidia Corp (NASDAQ:NVDA) is still not talking about moderation. It's talking about magnitude. That was the tone of a recent JPMorgan fireside chat with Nvidia’s CFO, Colette Kress, in which management described the compute-demand environment in one word: "tremendous." Not cautiously optimistic. Not stable. Tremendous.Track NVDA stock here.Nvidia’s AI Orders Are Still Building, Not PlateauingNvidia previously disclosed an over $500 billion backlog through the end of 2026, which ...

By Max A. Cherney and Abhirup Roy Jan 7 (Reuters) - Chip technology company Arm Holdings has reorganized the company to create a Physical AI unit to expand its presence in the robotics market, company executives told Reuters at CES, where robots are a theme of the year. The decision to create a ​unit that specializes in robotics arrives amid a flurry of announcements and activity at CES around humanoid robots. At the sprawling Las Vegas trade show, large ‌and small companies demonstrated robots that coul ...

Core Viewpoint - Arm Holdings has reorganized its structure and established a Physical AI unit to enhance its involvement in the robotics sector [1] Group 1 - The formation of the Physical AI unit is aimed at expanding Arm's presence in the robotics market [1]

Core Insights - Alphabet Inc is trading near its 52-week high with a market value of approximately $3.87 trillion, reflecting strong financial performance with Q3 2025 revenue of $102.35 billion, a 15.95% year-over-year increase, and net income of $34.98 billion, up 32.99% year-over-year [1][17] - The company is diversifying its revenue streams beyond advertising, with significant growth in Google Cloud and subscription services, indicating a more balanced business model [2][10] Financial Performance - Q3 2025 revenue reached $102.35 billion, up 15.95% YoY, with a net income of $34.98 billion, reflecting a 32.99% YoY increase and a net margin of 34.18% [1][17] - Operating cash flow for the quarter was $48.41 billion, up 57.71%, and free cash flow was approximately $14.02 billion, up 8.67% [1] - Alphabet holds $98.50 billion in cash and short-term investments against total liabilities of $149.60 billion and total assets of $536.47 billion [1][11] Revenue Streams - Google Search generated about $56.6 billion in Q3, up 15% YoY, while YouTube contributed roughly $10.3 billion, up 16% YoY [2] - Google Cloud revenue was $15.2 billion, reflecting a strong 34% YoY growth, indicating its increasing importance in Alphabet's overall strategy [10] - Subscriptions, Platforms & Devices brought in $12.9 billion, growing 21% YoY, showcasing diversification beyond traditional ad revenue [2] Strategic Initiatives - The TorchTPU initiative aims to position Alphabet as a competitor to Nvidia by enhancing its Tensor Processing Units and integrating them with the PyTorch framework [3] - Collaboration with Meta Platforms on TPU services is expected to lower inference costs and create a recurring TPU workload, validating Alphabet's strategy [4] - The acquisition of Intersect aims to secure energy resources for data centers, with projects expected to provide around 10.8 gigawatts of power capacity by 2028 [5] AI and Product Development - The Gemini 3 model has gained traction, with deployments in sensitive workflows for the U.S. defense establishment and integration into Apple's Siri, enhancing its commercial validation [6][7] - Waymo's robotaxi service has expanded significantly, reporting around 14 million rides year-to-date, indicating progress in commercial scale [8] Market Position and Valuation - Alphabet maintains a ~90% share of the global search market, with ad revenue growth of 15% in Search and 16% in YouTube, countering narratives of decline [9][14] - The current P/E ratio is around 32x, with expectations for EPS growth driven by AI monetization and cloud expansion, justifying the premium valuation [12][16]

A long-term time horizon can be your greatest advantage when investing in AI stocks.For three consecutive years, the S&P 500 (^GSPC +0.02%) has grown faster than average corporate earnings, with the index gaining 16.4% in 2025, 23.3% in 2024, and 24.2% in 2023.Based on metrics like its price-to-earnings (P/E) ratio and forward P/E, the S&P 500 is trading at a bit of a premium. The index's forward P/E of 22.1 tops both its five-year moving average of 21.15 and its 10-year moving average of 20.3.But the S&P 5 ...

证券代码：688052 证券简称：纳芯微 公告编号：2026-003 苏州纳芯微电子股份有限公司 关于聘请2025年度H股审计机构的公告 本公司董事会及全体董事保证本公告内容不存在任何虚假记载、误导性陈述或者重大遗漏，并对其内容 的真实性、准确性和完整性承担法律责任。 重要内容提示： ●拟聘任的会计师事务所：毕马威会计师事务所（以下简称"毕马威香港"） 一、拟聘任审计机构事项的情况说明 公司已于2025年12月8日在香港联交所主板挂牌并上市交易，根据上市后相关要求，公司需聘请审计机 构，负责出具2025年度H股审计报告。公司前期已聘任毕马威香港为公司本次H股发行的审计机构，毕 马威香港具备香港会计师执业资格，具有为香港主板上市公司提供审计服务的经验与能力，能够满足公 司2025年度H股审计报告出具的要求。 公司董事会将提请股东会授权经营管理层根据2025年H股审计具体工作量及市场价格水平，确定2025年 度H股审计费用，并签署相关服务协议等事项。 二、拟聘任会计师事务所的基本情况 （一）机构信息 1、基本信息 毕马威香港为一所根据香港法律设立的合伙制事务所，由其合伙人全资拥有。毕马威香港自1945年起在 香港 ...

Arm faced an analyst downgrade and fears over potential selling pressure from its largest shareholder.Shares of Arm Holdings (ARM 0.60%) fell 19.4% in December, according to data from S&P Global Market Intelligence.Arm didn't report any financial news during the month, but its high valuation came under scrutiny following an analyst downgrade and the potential for selling pressure from its largest shareholder, Softbank (SFTB.Y 1.21%).NASDAQ : ARMArm HoldingsToday's Change( -0.60 %) $ -0.69Current Price$ 114. ...