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Core Insights - The artificial intelligence boom has significantly benefited many chipmakers, leading to a rally in their stock prices [1] - Increased spending by tech companies on AI has positively impacted semiconductor firms that specialize in producing high-performance AI chips [1] Industry Summary - The semiconductor industry is experiencing growth due to heightened demand for AI technology [1] - Companies that manufacture advanced AI chips are positioned to capitalize on the increased investment from tech firms [1]

Both companies dominate their specific niches in the AI value chain.Nvidia (NVDA 0.26%) and Taiwan Semiconductor Manufacturing (TSM 0.45%) are key players at different points along the artificial intelligence (AI) value chain. While Nvidia is the leading designer of the graphics processing units (GPUs) used to handle most AI workloads, TSMC is the global leader in fabricating and packaging advanced logic and memory chips.Both have benefited from the AI megatrend -- but which of these companies looks like a ...

In this article, we will look at the 12 Unstoppable Technology Stocks to Buy.On December 30, Dan Greenhaus, Chief Strategist and Managing Director at Solus Alternative Asset Management, appeared on a CNBC Television interview to discuss the themes driving the market higher. The market has achieved another double-digit market gain in 2025. Dan believes that the AI theme has driven these returns and that it is still in play moving into 2026. He noted that it’s hard to estimate the end of the AI theme because ...

"Company†), a leading manufacturer of compound semiconductor wafer substrates, announced today the closing of its underwritten public offering of 8,163,265 shares of common stock at a price to the public of $12.25 per share, including the full exercise of the underwriters' option to purchase an additional 1,064,773 shares of the Company's common stock. The Company received total gross proceeds of approximately $100 milli. FREMONT, Calif.--(BUSINESS WIRE)--AXT, Inc. (NasdaqGS: AXTI) ("AXT†or the ...

Key Takeaways Micron benefited from soaring HBM demand, posting 56.8% revenue growth and strong guidance for fiscal Q2 2026.MU saw cloud memory sales jump 99.5% year over year, lifting earnings and cash flow to fund future growth.Palantir gained momentum as AIP adoption drove sharp growth in U.S. commercial and government revenues.Banking on the rise in demand for artificial intelligence (AI)-powered solutions in 2025, Wall Street’s darling, NVIDIA Corporation’s (NVDA) shares have gained 40% this year. Ince ...

Shares opened mixed in Europe on Tuesday after slipping in Asia as some regional markets wrapped up trading for the year. Crude oil prices edged higher and gold and silver resumed their ascent. U.S. futures were flat. In Tokyo, Japanese Prime Minister Sanae Takaichi rang out the final session for 2025 in a traditional year-end ceremony. "By realizing a Japanese economy that earns the trust of investors around the world, we will create a virtuous cycle in which global capital flows into Japan,†Takaichi said. ...

Core Insights - Nvidia's acquisition of Grok is characterized as an "aqua hire," focusing on technology licensing and talent acquisition rather than a traditional purchase, which reflects a strategic shift in big tech acquisitions [1][2] - The deal allows Nvidia to circumvent anti-competitive pressures that have affected previous acquisitions, such as the failed ARM deal [2][3] - Grok's founder, Jonathan Ross, brings significant expertise in chip design, particularly in neural networks and inference technology, which is crucial for Nvidia to enhance its competitive position against companies like Alphabet [2][3] Company Strategy - Nvidia aims to change the narrative around its capabilities in inference technology, an area where it has been perceived as lagging behind competitors [3][4] - The acquisition is expected to bolster Nvidia's software offerings alongside its hardware, enhancing its overall value proposition in AI processes [4][6] - Nvidia's current revenue model heavily relies on GPU sales, accounting for nearly 90% of its revenue, but the integration of Grok's technology could diversify its offerings [4][6] Market Position - Nvidia has approximately $300 billion in sales already booked for the next two years, indicating strong future revenue prospects [5][6] - The company is positioned as a key player in the AI landscape, with its software and hardware ecosystem making it a preferred choice for large-scale data center projects [7][8] - Nvidia's current trading at a 0.7 PEG ratio suggests it is undervalued relative to its growth rate, presenting an attractive investment opportunity [8] Future Outlook - The competitive landscape is expected to evolve, with both established players like Nvidia and new entrants in the AI application layer likely to thrive [10][11] - The ongoing development of AI technologies and applications will create new investment opportunities, particularly as the market resets and reassesses growth potential [11]

Core Insights - Palantir Technologies (PLTR) and Arm Holdings (ARM) are both integral to the accelerating global adoption of artificial intelligence (AI) [1][2] Palantir Technologies (PLTR) - Palantir supports AI deployment through advanced data integration, analytics, and decision-making platforms, enabling organizations to operationalize complex data [2] - The company's Artificial Intelligence Platform allows businesses to structure and organize data effectively, enhancing AI's ability to process tasks [4] - As of September 30, 2025, Palantir held $6.4 billion in cash with zero debt, indicating strong financial health and liquidity for growth initiatives [5] - In Q3 2025, Palantir's revenues increased by 63% year over year, with U.S. revenues up 77% and U.S. commercial business growing by 121% [6] - The company achieved an adjusted operating margin of 51%, with GAAP operating income of $393 million and net income of $476 million, resulting in a GAAP EPS of 18 cents and adjusted EPS of 21 cents, a 110% increase year over year [7] - The Zacks Consensus Estimate for PLTR indicates a 54% year-over-year growth in sales and a 78% increase in EPS for 2025 [13][15] - Palantir is positioned as a key player in enterprise AI, with its platforms embedded in critical operations across commercial and government sectors, creating durable demand [20] Arm Holdings (ARM) - Arm Holdings is known for its energy-efficient chip architecture, which is essential for mobile computing and increasingly important for AI and IoT applications [8][12] - The company's architecture is ideal for high-performance, low-power applications, making it suitable for a wide range of devices from wearables to cloud infrastructure [9] - Major tech players like Apple, Qualcomm, and Samsung are increasingly reliant on ARM as they expand their AI and IoT initiatives [11] - The Zacks Consensus Estimate for ARM indicates a 21.5% year-over-year growth in sales and a 5.5% increase in EPS for fiscal 2026 [16][18] - ARM's valuation appears attractive with a forward 12-month P/E of 52.93X, suggesting potential undervaluation compared to its historical range [19] Comparative Analysis - Palantir is favored in the current AI-driven market due to its direct involvement in AI execution and enterprise decision-making, while ARM serves as a supporting technology layer [10][20] - Palantir's stronger momentum and clearer AI monetization strategy provide greater upside for investors compared to ARM, which has a Hold rating [20][21]

Core Insights - Nvidia is in advanced discussions to acquire Israeli AI startup AI21 Labs, with a potential deal valued between $2 billion and $3 billion, significantly higher than AI21's last known valuation of $1.4 billion from a 2023 fundraising round [2][3]. Group 1: Acquisition Details - AI21 Labs is one of the few Israeli startups focused on large-scale language models for AI [2]. - The company completed a $300 million fundraising round earlier in 2023, led by Nvidia and Google, although it has not officially confirmed this round [3]. - AI21 has been considered a potential acquisition target for Google, but discussions with Nvidia have progressed to senior levels [3]. Group 2: Workforce and Challenges - Nvidia's interest in AI21 is primarily due to its 200-person workforce, which possesses advanced academic qualifications and expertise in AI development [4]. - AI21 has faced challenges in keeping pace with larger AI players and had to pause the development of its consumer-facing AI product, Wordtune [4]. Group 3: Nvidia's Expansion Plans - Nvidia is planning a significant expansion in Israel, including a new R&D campus that could employ up to 10,000 people, with the CEO describing Israel as the company's "second home" [5]. - The acquisition aligns with a trend among major tech companies to deepen AI integration into their products and monetization strategies [5][6]. Group 4: Industry Context - Other tech giants, such as Meta, Google, Amazon, and Microsoft, are also pursuing acquisitions and new models to enhance their AI capabilities [6]. - Recently, Nvidia finalized a $5 billion share purchase in Intel, indicating a broader tech partnership [6][7].