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Navitas Semiconductor (NVTS) - 2025 Q4 - Earnings Call Transcript
2026-02-24 23:02
Navitas Semiconductor (NasdaqGM:NVTS) Q4 2025 Earnings call February 24, 2026 05:00 PM ET Company ParticipantsChris Allexandre - President and CEOJonathan Tanwanteng - Managing DirectorKevin Garrigan - SVPQuinn Bolton - Managing Director of Equity ResearchTodd Glickman - CFOConference Call ParticipantsJack Egan - Equity Research AnalystKevin Cassidy - Managing Director and Senior Research AnalystRichard Shannon - Senior Research AnalystOperatorGood afternoon, and welcome to Navitas Semiconductor's fourth qu ...
AMD's $100B META Deal Shows "Two Worlds" in Training & Inferencing
Youtube· 2026-02-24 23:01
We're now joined by Corey Johnson, chief market strategist at Apistrophe Capital Research. Corey, so excited to get your thoughts on this news. I mean, how important is this AMD and Meta deal in terms of reshaping the AI landscape right now.>> I think it's huge and it's huge in a lot of ways. It's obviously huge for securing a place at Meta, one of the few companies that can really afford this this kind of a giant deployment uh for AMD, right. AMD is now there, you know, head-to-head.We know that they've be ...
Stocks Rise After AI-Fueled Selloff Ahead of Nvidia Earnings | Closing Bell
Youtube· 2026-02-24 22:38
And right now we are 2 minutes away from the end of the trading day. Romaine Bostick alongside Kristine Aquino, taking you through to that closing bell with a global simulcast. We're joined now by Carol Massar, Tim Stenovec.Welcome to our audiences across all of our bloomberg platforms, television, radio and our partnership with you to appear to pass the most crucial moments of the day. A rebound rally here on this Tuesday afternoon and some big earnings up ahead that could maybe aid or hinder further gains ...
TSX climbs, U.S. stock markets rise amid renewed AI enthusiasm
Investment Executive· 2026-02-24 22:19
Shares of Thomson Reuters Corp. rose 11.4% after it said one million professionals are using its CoCounsel AI technology. The stock had faced some pressure earlier this month, with investors weighing the potential impact of AI disruption.“We’re seeing a lot of companies investing hundreds of millions, if not billions, of dollars into AI and now to see Thomson Reuters really monetizing it at scale is very positive,” Gardner said.Separately, Scotiabank shares were down 0.7% on Tuesday after the lender reporte ...
Tim Cook 'Sleeps With One Eye Open' After CIA Taiwan Warning, But Do Prediction Markets Agree He Should Be Worried? - Apple (NASDAQ:AAPL), Advanced Micro Devices (NASDAQ:AMD)
Benzinga· 2026-02-24 22:15
Apple Inc (NASDAQ:AAPL) CEO Tim Cook sat in a classified CIA briefing in Silicon Valley in 2023 and was told China could move on Taiwan as early as 2027.He later told officials he now “slept with one eye open.”Prediction markets suggest he’s not the only one paying attention. A Polymarket contract asking “Will China invade Taiwan by end of 2026?” is priced at 10% with over $9 million in volume. A separate contract on a military clash between the two, which traders view as a precursor to full invasion, sits ...
Meta to Spend Billions on AMD Gear, Buy Stock
Youtube· 2026-02-24 22:14
Ian, I'm going to start with you. The basics of the deal, 6 gawatt overtime, AMD accelerators, but also other gear. It's a big deal for them.>> Yeah, it's a real endorsement from one of the biggest buyers of this kind of equipment. Obviously, they're playing catch-up with Nvidia who had their own deal with Meta last week. So, this is a real strong affirmation and it also includes a share warrants as well that are going to Meta.>> Riley, this is all about Meta Compute. talk us through just how large the scal ...
The AI love-hate trade roars as Meta-AMD $100 billion deal cheers traders’ spirits after doom spiral
Fortune· 2026-02-24 22:08
U.S. stocks rose Tuesday after getting a reminder that the artificial-intelligence boom may also have an upside.The S&P 500 climbed 0.8% and recovered nearly three-quarters of its sharp drop from the day before. The Dow Jones Industrial Average added 370 points, or 0.8%, and the Nasdaq composite gained 1%.Advanced Micro Devices helped lead the market and rallied 8.8% after announcing a multiyear deal where it will supply chips to Meta Platforms to help power its AI ambitions. Under the agreement, Meta also ...
Meta to Spend Billions on AMD Gear, AI Scare Trade Continues | Bloomberg Tech 2/24/2026
Youtube· 2026-02-24 22:08
>> THIS IS BLOOMBERG TECH. COMING UP, META AGREES TO BUY DATA CENTER GEER. >> INVESTORS NAVIGATE THE DISRUPTIVE POWER OF AGENTIC TOOLS BEING UNVEILED BY ANTHROPIC.>> WARNER BROS. DISCOVERY IS CONSIDERING A NEW TAKEOVER BID FROM PARAMOUNT SKY DANCE WITH ITS PORTS SET TO REVIEW THE PROPOSAL AND RESPOND. >> FIRST, WE CHECK IN ON THESE MARKETS THAT BOUNCED BACK AFTER YESTERDAY'S SELLOFF.ANTHROPIC FRONT AND CENTER. THE LATEST AI TOOLS THAT HAVE BEEN BATTERING SOFTWARE ARE NOW ADDING FUEL TO THEM. WE WILL GET TO ...
Turnaround Tuesday: Markets Rebound as Tech Resilience and Consumer Confidence Offset Tariff Fears
Stock Market News· 2026-02-24 22:07
U.S. equity markets are staging a significant "Turnaround Tuesday" recovery today, February 24, 2026, as investors shake off the volatility that characterized the start of the week. Following a sharp sell-off on Monday driven by renewed tariff uncertainty and fears of artificial intelligence (AI) disruption, the major indexes are trending higher in afternoon trading. The rebound is being fueled by a combination of stronger-than-expected economic data and high-profile corporate partnerships that have restore ...
Intel (INTC) Price Forecast: Breakout Holds as Bulls Defend Support
FX Empire· 2026-02-24 22:04
EnglishItalianoEspañolPortuguêsDeutschالعربيةFrançaisImportant DisclaimersFXEmpire is owned and operated by Empire Media Network LTD., Company Registration Number 514641786, registered at 7 Jabotinsky Road, Ramat Gan 5252007, Israel. The content provided on this website includes general news and publications, our personal analysis and opinions, and materials provided by third parties. This content is intended for educational and research purposes only. It does not constitute, and should not be interpreted a ...