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The S&P 500 closed up 0.8% on Wednesday at 6,869.50, snapping a three-day losing streak as technology and semiconductor stocks led a broad recovery. Investor jitters around the U.S.-Iran war eased after oil prices stabilized and President Donald Trump‘s comments on protecting shipping lanes offered some reassurance.Why That Number MattersWednesday’s close is a meaningful recovery from Tuesday’s low, but the index remains in negative territory for 2026. At last check, S&P 500 futures were down 0.43% at 6,846 ...

Core Insights - United Microelectronics Corporation (UMC) reported net sales for February 2026, amounting to NT$19,345.126 million, which represents a year-over-year increase of 6.33% compared to NT$18,193.515 million in February 2025 [1][1][1] - Cumulative sales for January and February 2026 reached NT$40,207.276 million, reflecting a 5.81% increase from NT$38,000.310 million in the same period of 2025 [1][1][1] Sales Performance - February 2026 sales: NT$19,345.126 million, up NT$1,151.611 million from February 2025 [1][1] - January 2026 sales: NT$20,862.150 million, an increase of NT$1,055.355 million or 5.33% from January 2025 [1][1] - Cumulative sales for January 2026: NT$20,862.150 million, showing a consistent growth trend [1][1] Quarterly Results - UMC's consolidated revenue for Q4 2025 was NT$61.81 billion, marking a 4.5% increase from NT$59.13 billion in Q3 2025 [1][1] - Year-over-year revenue growth for Q4 2025 was 2.4% compared to the same quarter in 2024 [1][1] - The consolidated gross margin for Q4 2025 stood at 30.7% [1][1]

Core Viewpoint - The article suggests that while AI stocks are experiencing a downturn, biotech stocks, particularly Eli Lilly, present a compelling investment opportunity due to their potential for AI-assisted drug discovery and strong market positions in existing drug markets [1]. Company Analysis - **Eli Lilly (LLY)**: - The stock has seen a decline of approximately 7% year-to-date, but it remains a leader in the GLP-1 drug market with products like Zepbound and Mounjaro [1]. - Eli Lilly's partnership with Nvidia, valued at $1 billion, aims to enhance AI-assisted drug discovery, positioning the company for future growth [1]. - The stock is currently trading at a forward price-to-earnings (P/E) ratio of under 30, which is considered attractive given its potential for AI integration and existing revenue streams from GLP-1 drugs [1]. Industry Insights - The article highlights a shift in investor sentiment away from AI stocks due to rising capital expenditures and concerns over return on investment (ROI) [1]. - Biotech is identified as a sector that could benefit significantly from AI advancements, with the potential for transformative impacts on drug discovery and development processes [1]. - The article emphasizes the importance of diversifying investments into biotech as a counterbalance to the volatility seen in AI-driven tech stocks [1].

Editor's note: Seeking Alpha is proud to welcome The Straits Strategist as a new contributing analyst. You can become one too! Share your best investment idea by submitting your article for review to our editors. Get published, earn money, and unlock exclusive SA Premium access.Operating from the manufacturing heart of Asia, The Straits Strategist aims to provide a distinct, on the ground perspective on the hardware and technology sectors. Particularly, The Straits Strategist aims to provide coverage over c ...

Recent news coming out of Meta Platforms (NASDAQ: META) and Amazon (NASDAQ: AMZN) offers the latest proof for why Alphabet (NASDAQ: GOOGL) (NASDAQ: GOOG) is one of the best artificial intelligence (AI) stocks to own. According to a report from The Information, Meta canceled the development of its most advanced custom AI chips after struggling with its design. It had planned to use the chips to help train its AI models. Instead, the social media giant will focus on a simpler version. This is the second AI ...

If you’re feeling envious of Nvidia, well, that’s the idea. In fact, the green-eyed monster is baked right into the AI chipmaking titan’s name, since it is a mash-up of the Latin word invidia, meaning “envy,” and the letters NV for “next version.” The name is intended to evoke the idea of creating products that others would envy, and Nvidia’s (NVDA) green logo is designed to evoke the phrase — you guessed it — “green with envy.” And perhaps it’s not surprising that the company that CEO Jensen Huang co- ...

Got five things to know ahead of the opening bell. President Trump saying that the US will provide insurance to tankers in the Persian Gulf to get traffic moving through the straight of Hormuz. You can see we were we had a five handle for very briefly on crew now almost 75.Nvidia, Amazon, Alphabet among the tech companies that have been scrambling to ensure the safety of their employees who are based in or traveling through the Middle East. Nvidia has temporarily closed its Dubai offices with employees ther ...

Core Viewpoint - indie Semiconductor, Inc. has announced the pricing of a private offering of $150 million in 4.00% Convertible Senior Notes due 2031, with an expected closing date of March 6, 2026, subject to customary conditions [1] Group 1: Offering Details - The offering consists of $150 million aggregate principal amount of 4.00% Convertible Senior Notes due 2031, with an option for initial purchasers to buy an additional $25 million [1] - The estimated net proceeds from the offering are approximately $145.1 million, or $169.4 million if the additional notes option is fully exercised [1] - indie plans to use about $107.8 million of the net proceeds to repurchase $104 million of its 4.50% Convertible Senior Notes due 2027 [1] Group 2: Notes Characteristics - The notes will be senior unsecured obligations, with interest payable semiannually starting September 15, 2026, and maturing on March 15, 2031 [1] - The initial conversion rate is set at 258.3312 shares of common stock per $1,000 principal amount of notes, equating to an initial conversion price of approximately $3.87 per share, representing a 22.5% premium over the last reported sale price of $3.16 [1] - The notes can be converted into cash, shares of common stock, or a combination thereof, at the company's discretion [1] Group 3: Redemption and Conversion Conditions - indie may not redeem the notes prior to March 20, 2029, and can redeem them if the stock price meets certain conditions [1] - Holders can convert the notes under specific conditions until December 15, 2030, after which conversion can occur at any time until maturity [1] - In the event of a "fundamental change," holders may require indie to repurchase their notes at 100% of the principal amount plus accrued interest [1] Group 4: Market Impact - The repurchase of the 2027 notes may lead to significant market activity as hedged holders unwind their positions, potentially affecting the stock price [1]

扫码可订阅产业日报 1.【清华团队在手性反铁磁的电学操控上取得新突破】清华大学材料学院宋成、潘峰团队在自旋电子 学材料与器件方向取得重要进展，实现了手性反铁磁序的高效全电学完全翻转，该研究打通了手性反 铁磁，从基础研究走向器件应用的关键环节，为开发兼具超高密度、超快读写和低功耗特性的新一代 磁存储奠定了技术基础。近日，相关研究成果以《手性反铁磁序的零场完全翻转》为题在线发表于 《自然》（Nature）。（ 财联社 ） 2.【华为发布新一代绿色AI站点和GW级AIDC解决方案】在MWC26巴塞罗那期间举办的产品与解决 方案发布会上，华为数字能源副总裁何波发布新一代AI绿色站点和GW级AIDC解决方案。其中， AIDC解决方案实现从电网到芯片全链路供电，从芯片到户外全系统散热。（ 科创板日报 ） 3. 【星火空间电循环火箭发动机"烈焰二号"（LY-2）全系统试车成功】记者获悉，近日，星火空间 完成了"烈焰二号"电循环火箭发动机首次全系统试车，取得圆满成功。本次试车验证了电动泵循环技 术路线在国产发动机上的可行性，验证了系统设计的正确性及各组件间的协调匹配性，刷新了世界最 大的电循环火箭发动机推力上限，标志着中国在 ...