Expense differences, sector breadth, and risk profiles set these two leading tech ETFs apart for investors seeking tailored exposure.The iShares Semiconductor ETF (SOXX 0.13%) and the Fidelity MSCI Information Technology Index ETF (FTEC 0.32%) differ most in sector focus, cost, and historical risk, giving each a distinct role for tech-focused investors.SOXX focuses on U.S. semiconductor stocks, while FTEC tracks a broader U.S. tech index that encompasses hardware, software, and communications. For those wei ...

格隆汇12月30日丨初灵信息(300250.SZ)在互动平台表示，公司涉及AI相关的硬件产品，如算网一体 机，融合了SPN、FTTO等全光网络模块、基础计算及存储平台、支持算力卡扩展等能力，为企业提供 全光组网+算力底座。 ...

格隆汇12月30日丨初灵信息(300250.SZ)在互动平台表示，公司涉及AI相关的硬件产品，如算网一体 机，融合了SPN、FTTO等全光网络模块、基础计算及存储平台、支持算力卡扩展等能力，为企业提供 全光组网+算力底座。 ...

Core Insights - Coherent Corp. (COHR) demonstrates strong financial performance driven by demand from AI-related datacenters and communications, while Richtech Robotics Inc. (RR) is transitioning to a Robotics-as-a-Service (RaaS) model, impacting its revenue negatively in the short term [1][16][17]. Coherent Corp. (COHR) - COHR reported a 17.3% year-over-year revenue increase and a 3.4% sequential growth in Q1 fiscal 2026, attributed to robust demand in AI and communications sectors [2]. - The company achieved a remarkable 244.5% year-over-year increase in operating income, showcasing effective expense management [2]. - A 40-basis-point decline in R&D expenses as a percentage of revenue indicates COHR's operational efficiency and scalability [3]. - The adoption of 800G and 1.6T transceivers reflects strong product demand, with expectations for continued growth in 2026 [4]. - COHR maintains a solid balance sheet with $875 million in cash reserves and a current debt of $48 million, resulting in a current ratio of 2.33, significantly above the industry average [5]. - The Zacks Consensus Estimate for COHR's fiscal 2026 sales is $6.7 billion, indicating a 15.1% year-over-year growth, with an EPS estimate of $5.1, suggesting a 44.5% increase [11][12]. Richtech Robotics Inc. (RR) - RR's revenue for Q3 fiscal 2025 was $1.2 million, an 18.4% decline from the previous year, as the company shifts to a RaaS model [6]. - Despite the revenue drop, RR achieved a gross margin of 74.4%, up 420 basis points year-over-year, indicating effective cost management [6]. - The company's product strategy, including offerings like ADAM and Titan 440, is crucial for capturing the RaaS market, which is projected to grow at a CAGR of 17.1% through 2034 [7]. - RR holds $86 million in cash with no current debt, resulting in a current ratio of 120.2, indicating strong liquidity [8]. - The Zacks Consensus Estimate for RR's fiscal 2025 sales is $5 million, suggesting an 18.2% year-over-year increase, with a projected loss per share of 15 cents [13]. - RR's net loss in Q3 fiscal 2025 was $4.1 million, compared to a loss of $1.3 million in the previous year, primarily due to a 254.7% increase in general and administrative expenses [9][10]. Valuation Comparison - COHR is trading at a forward price-to-sales multiple of 4.2, above its 3-month median of 3.2, while RR's multiple is significantly higher at 39.65, compared to its median of 44.91 [14]. - Despite both companies being fundamentally strong, COHR is viewed as offering more growth potential due to its lower valuation compared to RR [18].

TTM Technologies (NASDAQ: TTMI ) is an under the radar winner of the AI hardware boom and rising defense outlays. As of now, demand for high performance tech infrastructure is increasing. And this is because of theMy background is in Financial Engineering and I have long since been interested in analyzing strong solid companies with a rare financial Profile. My primary area of specialization is in quantamental analysis, where I use a combination of data driven models and fundamental research. My approach is ...

24/7 Wall St. Quick Read Google (GOOG) now leads AI software after overtaking Microsoft. Google is less than $200B away from surpassing Apple as the world’s second-largest company. Google holds four of the top 10 AI models on LLMArena. OpenAI’s best model ranks eighth. Meta is negotiating billions in purchases of Google’s TPUs. Anthropic already bought 1 million TPUs from Google instead of buying from Nvidia (NVDA). If you’re thinking about retiring or know someone who is, there are three quick qu ...

iRobot joins the latest string of hardware companies filing for bankruptcy, exposing an impossible problem: build overseas to survive, but risk getting copied.The new episode of @EquityPod breaks it down 🎙️https://t.co/qqMrnyUN4D https://t.co/QgSwtIEW1b ...

Group 1 - The core point of the article is that Lingyi Zhizao (002600.SZ) has signed a share transfer agreement to acquire a 35% stake in Liminda for 875 million yuan, aiming to enhance its AI hardware server business and overall competitiveness in the enterprise server sector [1] - The acquisition will allow the company to control 52.78% of Liminda's voting rights, thereby gaining control over the company [1] - Following the completion of the transaction, Liminda will be included in the company's consolidated financial statements, in accordance with relevant accounting standards [1] Group 2 - Liminda has a strong technical foundation and extensive industry experience in the field of thermal management for enterprise servers, with core products including liquid cooling connectors, manifolds, and cooling modules [2] - The agreement will enable the company to quickly acquire technical reserves and customer certifications for liquid cooling thermal management business, reducing development costs and product validation cycles [2] - The strategic synergy between Liminda and the company's existing server business will enhance the product matrix and improve the business scale and profitability of the AI hardware server segment [2]

Canadian hedge-fund manager Xavier Majic is skating circles around the competition this year, thanks to savvy bets on suppliers of hard-disk and flash-memory drives https://t.co/1CqCpPfZAq ...

iRobot joins the latest string of hardware companies filing for bankruptcy, exposing an impossible problem: build overseas to survive, but risk getting copied.The new episode of @EquityPod breaks it down 🎙️https://t.co/qqMrnyUN4D https://t.co/tB6R0kQuIM ...