What if I told you there is an artificial intelligence (AI) semiconductor stock that has handily outperformed Nvidia, Advanced Micro Devices, Broadcom, and Taiwan Semiconductor Manufacturing over the last year? Shares of memory and storage chip specialist Micron Technology (NASDAQ: MU) have blasted 290% in just the past 12 months -- making it one of the premier technology stocks in the Nasdaq-100 index. Zooming out even further, Micron stock has soared more than 600% throughout the entire AI revolution. ...

ARK Invest's 2025 performance data has been finalized, offering a comprehensive look back at the stocks Cathie Wood identified as underappreciated going into the previous year. AMD stock is moving. See the chart and price action here. ARK's WinnersRobinhood Markets, Inc. (NASDAQ:HOOD) emerged as the primary driver of growth for Ark's portfolio over the last year. ending 2025 with a 204% gain. The firm noted that Robinhood successfully transitioned from a meme-stock trading app into a full-service financial ...

Core Insights - SambaNova Systems has raised $350 million in a funding round led by Vista Equity Partners and Cambium Capital, with participation from Intel Capital, to capitalize on the growing demand for AI inference chips [1][2][3] Group 1: Funding and Partnerships - The funding will be used to expand SambaNova's new SN50 AI chip, scale its SambaCloud platform, and enhance enterprise software integrations [3] - SambaNova has signed a multi-year agreement with Intel to provide cost-effective AI inference solutions for AI-native companies, complementing Intel's existing data center GPU commitments [3] Group 2: Market Context - Inference chips, which are essential for running AI models and enabling real-time decisions, have garnered significant investor interest due to competition with Nvidia and the need for faster, more efficient hardware [2] - The investment by Vista Equity Partners marks a departure from its traditional focus on enterprise software, indicating a strategic shift towards the semiconductor sector [4]

Aside from being the artificial intelligence (AI) chip king, Nvidia (NASDAQ: NVDA) also has a small investment portfolio. The company tends to invest in key partners, customers, and suppliers and has also invested in compelling AI companies. In some quarters, there is very little movement in Nvidia's portfolio. But in the fourth quarter of calendar year 2025, the company was active. Nvidia dumped its stake in Applied Digital (NASDAQ: APLD) and ARM Holdings (NASDAQ: ARM) while initiating a new position in ...

Core Insights - Navitas Semiconductor (NVTS) anticipates Q4 revenue of $7 million, representing a 61% decline year-over-year from $18 million in Q4 2024, as part of a strategic exit from low-margin mobile charger business [1] - The company views Q4 as the revenue bottom, expecting quarter-over-quarter growth throughout 2026, driven by a focus on high-power business and customers [1] - Navitas has been named a power selector partner for NVIDIA's next-generation 800-volt DC AI factory architecture, which is seen as a significant validation of its strategic pivot [1] Financial Performance - Q4 FY2025 revenue estimate is approximately $7 million, down 61% year-over-year [1] - Gross margin is expected to remain around 38.5%, with operating expenses projected at $15 million, a 24% reduction year-over-year [1] - The company has $151 million in cash and no debt, with a cash burn rate of approximately $10 to $11 million per quarter [1] Strategic Initiatives - The CEO has framed the company's transformation as "Navitas 2.0," focusing on reducing exposure to low-margin segments [1] - Management is prioritizing the development of high-margin markets, particularly in AI data centers, with expectations for material contributions starting in 2027 [1] - Updates on the collaboration with NVIDIA and any early design wins or customer traction beyond NVIDIA are critical for assessing the success of the pivot [1] Market Outlook - The stock has increased by 182% over the past year, indicating investor confidence in the company's strategic direction [1] - Future guidance for 2026 revenue growth will be a key focus during the earnings call, as management aims to demonstrate the effectiveness of its strategic changes [1]

Core Viewpoint - Tempus AI achieved positive adjusted EBITDA for the first time in Q3 at $1.5 million, with Q4 revenue reaching $367 million, an 83% year-over-year increase. Despite beating revenue consensus, shares declined 22% since January due to widening net losses [1]. Financial Performance - Q4 revenue was pre-announced at $367 million, reflecting an 83% year-over-year growth, with diagnostics revenue at $266 million, up 121% year-over-year [1]. - Data and Applications segment contributed $100 million, a 25% increase, while the Insights segment grew by 68% [1]. - Total contract value exceeded $1.1 billion, and net revenue retention was 126%, indicating strong customer base expansion [1]. Profitability and Guidance - Q3 net loss widened to $80 million from $75.8 million a year earlier, despite higher revenue [1]. - Management guided for slightly positive adjusted EBITDA for the full year, absorbing integration costs from the Paige acquisition [1]. - 2026 guidance is crucial, with expectations for the foundation model to produce its first versions in Q1 2026 and ongoing MRD reimbursement progress [1]. Market Reaction and Stock Performance - Tempus shares have underperformed, down approximately 22% since the preliminary filing, despite strong revenue growth and achieving a key profitability milestone [1]. - Analyst consensus includes 7 Buy ratings and 7 Hold ratings, with an average price target of $86.71, suggesting potential upside if execution remains strong [1].

Group 1 - Meta is partnering with AMD to purchase billions of dollars' worth of AMD Instinct GPUs to enhance its AI capabilities across platforms like Instagram, Facebook, and WhatsApp [1][2] - The deal is described as "multi-year" and will provide Meta with up to 6 gigawatts of AMD GPUs, which are essential for modern AI models [2] - As part of the partnership, Meta will acquire a 10% stake in AMD, indicating a strategic collaboration between the two companies [3] Group 2 - The partnership reflects a broader trend where major tech companies are securing hardware to support their AI ambitions amid tightening supplies and rising component prices [5] - Meta's continued investment in AI signifies its competitive stance against other tech giants like OpenAI, Microsoft, and Google [6]

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Core Insights - The article highlights the top-performing leveraged and inverse ETFs for the week, showcasing significant returns driven by various market factors, including geopolitical tensions and sector-specific booms [1] Group 1: Top Performing Leveraged ETFs - ProShares Ultra Silver (AGQ) led with a return of 19.04%, attributed to rising silver prices amid trade volatility and geopolitical risks, including a proposed 15% global tariff [1] - Direxion MSCI Daily South Korea Bull 3X Shares (KORU) achieved a return of 17.22%, benefiting from a decoupling from declining US markets and a surge in AI-driven semiconductor and defense stocks [1] - GraniteShares 2x Long AMZN Daily ETF (AMZZ) returned 11.54%, as Amazon's stock gained due to reassessment of its AI and cloud profitability [1] - Direxion Daily AMZN Bull 2X Shares (AMZU) also performed well, with a return of 11.41%, reflecting similar trends in Amazon's stock [1] - Defiance Daily Target 2X Long SMCI ETF (SMCX) returned 11.19%, driven by strong quarterly results and high demand for AI servers from Super Micro Computer [1] Group 2: Other Notable ETFs - ProShares Ultra Bloomberg Crude Oil (UCO) saw a return of 10.57%, influenced by rising oil prices due to U.S.-Iran tensions and the proposed global tariff [1] - MAX Auto Industry -3x Inverse Leveraged ETN (CARD) returned 9.50%, reflecting volatility in the U.S. auto industry amid tariff pressures and high interest rates [1] - KraneShares 2x Long PDD Daily ETF (KPDD) achieved a return of 9.26%, driven by a Supreme Court ruling that impacted tariffs and institutional buying [1] - GraniteShares 2x Long COIN Daily ETF (CONL) returned 8.35%, supported by strong performance data from Coinbase and shareholder-friendly initiatives [1] - Direxion Daily Junior Gold Miners Index Bull 2x Shares (JNUG) returned 8.33%, as gold prices surged due to fears of a prolonged trade war following legal setbacks for the White House's trade agenda [1]

Skip to main content Exclusive news, data and analytics for financial market professionalsLearn more aboutRefinitiv China has not yet received any Nvidia H200 chips, US official said February 24, 20268:11 PM UTCUpdated ago By Reuters Sign up here. Reporting by Alexandra Alper Our Standards: The Thomson Reuters Trust Principles., opens new tab Purchase Licensing Rights Read Next US warned Ukraine not to hit US interests in strikes on Russia energy infrastructure, envoy says ago Asia Pacificcategory Pakistan, ...