Workflow
Semiconductor
icon
Search documents
Is Marvell (MRVL) a Solid Growth Stock? 3 Reasons to Think "Yes"
ZACKS· 2026-02-03 18:45
Investors seek growth stocks to capitalize on above-average growth in financials that help these securities grab the market's attention and produce exceptional returns. However, it isn't easy to find a great growth stock.In addition to volatility, these stocks carry above-average risk by their very nature. Also, one could end up losing from a stock whose growth story is actually over or nearing its end.However, the Zacks Growth Style Score (part of the Zacks Style Scores system), which looks beyond the trad ...
Midday Momentum: Tech and Small Caps Drive Gains Amidst Geopolitical Shifts
Stock Market News· 2026-02-03 17:07
U.S. equities are demonstrating a mixed yet generally positive performance during midday trading on Tuesday, February 3rd, 2026, as investors digest a flurry of corporate earnings, geopolitical developments, and a notable rotation in market sentiment. While major indexes saw gains on Monday, today's session highlights a nuanced picture, with tech stocks showing resilience and small-cap companies continuing their upward trajectory.Major Index Performance and Midday TrendsThe major U.S. stock indexes are show ...
Rambus Analysts Cut Their Forecasts Following Q4 Results - Rambus (NASDAQ:RMBS)
Benzinga· 2026-02-03 16:46
Rambus Inc. (NASDAQ:RMBS) posted in-line earnings for the fourth quarter on Monday.Rambus reported record revenue of $190.2 million for the fourth quarter of 2025, surpassing expectations, with product revenue of $96.8 million, up 41% year over year. Rambus reported an adjusted EPS of 68 cents for the fourth quarter of 2025, in line with expectations.Rambus expects first quarter 2026 revenue of $171 million to $189 million versus the analyst consensus of $189.30 million.Rambus shares dipped 16.6% to trade a ...
688191,重大资产重组,立即停牌
Mei Ri Jing Ji Xin Wen· 2026-02-03 16:21
Group 1 - The core point of the article is that Zhiyang Innovation (688191.SH) is planning to acquire control of Shenzhen Lingming Photon Technology Co., Ltd. through stock issuance, convertible bonds, and cash payments, which is expected to constitute a significant asset restructuring and related party transaction [1][4] - Zhiyang Innovation will suspend trading starting February 4, with the suspension expected to last no more than five trading days [1] - As of the close on February 3, Zhiyang Innovation's stock price was 38.41 yuan per share, reflecting a 2.13% increase, with a total market capitalization of 8.898 billion yuan [1] Group 2 - Lingming Photon, established in May 2018, specializes in high-quality dToF (direct time-of-flight) sensing chips and system solutions, with applications in automotive lidar, smart cockpit sensing systems, smartphones, XR headsets, and various robotic 3D sensor terminals [4] - Zhiyang Innovation is engaged in artificial intelligence, providing AI solutions across industries such as electricity, water conservancy, rail transportation, and new energy, aiming for commercial implementation of AI [4] - The company has expressed intentions to deepen existing industry applications while actively exploring new sectors to assist clients in digital and intelligent transformation [4]
摩尔线程AI Coding Plan上线:国产算力+高速推理+顶尖编程模型
IPO早知道· 2026-02-03 14:33
Core Viewpoint - The article highlights the launch of the AI Coding Plan by Moore Threads, which integrates domestic GPU capabilities with advanced AI coding models, marking a significant breakthrough in China's AI development landscape [2][3]. Group 1: AI Coding Plan Overview - The AI Coding Plan is based on the MTT S5000 GPU, providing full precision computing power and achieving a significant increase in computational efficiency through a collaborative hardware-software architecture [3]. - The plan incorporates the GLM-4.7 model, which ranks first among open-source and domestic models in the Code Arena evaluation system, outperforming competitors like GPT-5.2 in tasks such as function completion and vulnerability detection [3]. Group 2: Product Features and Adaptability - The AI Coding Plan is compatible with multiple mainstream programming tools, including Claude Code, Cursor, and OpenCode, allowing developers to switch seamlessly between different development environments [3]. - A tiered subscription model is introduced to cater to teams of varying sizes, enabling developers to apply for a free trial or upgrade to an enterprise-level package for enhanced development efficiency [4]. Group 3: Strategic Vision - As the AGI era accelerates, Moore Threads aims to deepen its full-stack layout of "chip + model + toolchain," supporting Chinese developers in their transition to intelligent transformation [4].
【公告臻选】智能制造+工业母机+液冷/导热+机器人+AI硬件!公司签署4.8亿元机器人零部件及组装供货合同
第一财经· 2026-02-03 14:22
③光芯片+CPO+F5G+数据中心+光纤+激光雷达!公司的硅光模块用CW DFB激光器芯片已获得业内 客户验证并实现小批量出货。 2月2日提示《电能+算力+高速铜缆+智能电网+特高压!公司子公司1月份中标/签约合同订单超30亿 元》,远东股份今日高开不到1%,但全天强势震荡走高,尾盘封死涨停;2月2日提示提示《光伏 +TOPCon电池+钙钛矿电池+HJT电池+储能+商业航天!公司目前海外在手储能订单已超 12GWh》,天合光能今日高开2%,随后震荡爬升,最终收涨7.76%;2月2日提示《半导体+人工智 能+物联网+国产芯片+星闪概念!公司正式进军Wi-Fi 6E高速数通与透传市场》,乐鑫科技今日低开 高走,收涨2.72%。 【今日速览】 ①智能制造+工业母机+液冷/导热+机器人+AI硬件!公司签署4.8亿元机器人零部件及组装供货合 同; ②智能电网+航天航空+可控核聚变+军工+国产芯片!公司在可控核聚变领域已初步形成相关产品布 局; 前言 面对每晚海量的公告无从下手?《公告臻选》助你高效决策!专业筛选每晚最重要的关键公告,提供通 俗易懂的深度解读,揭示复杂术语背后的投资机会。助你10分钟掌握市场全貌,决胜开盘 ...
Canaan Inc. to Report Fourth Quarter and Full Year 2025 Financial Results on February 10, 2026
Prnewswire· 2026-02-03 14:05
SINGAPORE, Feb. 3, 2026 /PRNewswire/ -- Canaan Inc. (NASDAQ: CAN) ("Canaan" or the "Company"), an innovator in crypto mining, today announced that it plans to report its financial results for the fourth quarter and full year ended December 31, 2025, before the U.S. market opens on February 10, 2026. The Company's management team will hold a conference call at 8:00 A.M. U.S. Eastern Time/9:00 P.M. Singapore Time on February 10, 2026, to discuss the financial results. Details for the conference call are as f ...
一财主播说 | 寒武纪一度“跳水”超13% 回调能否低吸?
Di Yi Cai Jing· 2026-02-03 13:09
早盘,AI芯片标杆企业寒武纪遭遇"闪崩",盘中跌幅接近14%,市值一度回落到4500亿元左右。午后跌 幅收窄。截至收盘,下跌9.18%,报1128元。其他AI芯片公司方面,摩尔线程跌2.65%,沐曦股份跌 3.08%。针对股价异常波动,寒武纪紧急发布声明,针对网络流传的组织交流活动、出具营收指引等不 实信息予以否认,强调经营状况稳定。业绩方面,寒武纪2025年实现扭亏为盈,但第四季度业绩增幅明 显放缓。从行业角度看,台积电2nm产能已被全球科技巨头预订一空,AMD、谷歌、AWS及英伟达等 头部企业均排定了未来几年的先进制程产能释放计划。对于寒武纪,一些机构观点仍偏乐观,称其将充 分受益于AI算力需求的持续爆发。但也有机构对其高估值表示担忧。 ...
AGM Group Accelerates Global AI Supply Chain Construction Through Financing
Globenewswire· 2026-02-03 12:50
Core Insights - AGM Group Holdings Inc. has successfully completed strategic financing initiatives, including an up-to $25 million equity line of credit and multiple convertible note issuances, marking its entry into a high-growth phase driven by AI and core hardware [1][2] - The company aims to utilize the newly acquired funds for deep R&D into next-generation AI ASIC chips to address the growing demand for AI computing power [2][3] R&D Focus - The funding will support the optimization of ASIC chips specifically designed to enhance AI training and storage efficiency, addressing I/O bottlenecks in large-scale AI model training [3] - The company is committed to developing high-performance AI chips and servers to build a robust global AI supply chain [1][4] Supply Chain Strategy - AGM's supply chain strategy is based on "vertical integration + global collaboration," which is seen as a critical factor for survival in the increasingly complex global trade environment [4] - The company is strengthening its control over core components and reducing reliance on third-party generic parts through self-reliant manufacturing capabilities [7] Market Positioning - The company expresses confidence that its financing moves are strategic choices aimed at securing its position in the AI sector, transforming capital into tangible R&D outcomes and market share [5] - AGM is working closely with global technology partners to co-develop decentralized computing networks, ensuring the global allocation of AI computing resources [7]
My 3 Best Stocks to Buy In February
Yahoo Finance· 2026-02-03 12:20
With the first month of the year complete, it's clear that there is one trend that isn't going away: artificial intelligence. AI is going to be prevalent throughout 2026 (spoiler alert: It will also be that way for the next five years), and there are few better places to invest fresh capital than the computing leaders. By investing in AI computing companies, you're picking stocks that are making money right now and aren't dependent on the overall success of the generative AI trend. Investors won't know t ...