So, which group is the better buy. Let's ask Victoria Green, G Squared Private Wealth CIO and a CNBC contributor. Victoria, let's start with Apple, which wasn't part of that conversation, but has been down for eight weeks in a row.Some of these high memory prices and others could hurt them down the road this year as consumers bulk. What do you do with the shares here. >> I actually still like Apple a ton.I think it's a great tech and AI play without getting into the hyperscalers and massive debt load. And I ...

Core Insights - Advanced Micro Devices, Inc. (AMD) is recognized as one of the best quantum computing stocks to buy for 2026, particularly due to its strategic collaborations and investments in AI technology [1] Group 1: Strategic Collaborations - Tata Consultancy Services (TCS) has announced a strategic collaboration with AMD to enhance AI adoption, modernize legacy systems, and create secure digital workplaces [1][2] - Both companies plan to invest in talent to develop a pool of experts for co-innovating next-generation AI solutions [2] - Industry-specific GenAI frameworks are expected to be created for sectors such as life sciences, manufacturing, and banking, financial services, and insurance (BFSI) [2] Group 2: AI Performance Enhancements - The collaboration aims to deliver tailored accelerators, frameworks, and best practices to improve AI performance across training and inference workloads [3] - This initiative is designed to help companies fully leverage the capabilities of AI technology [3] Group 3: Data Center Lease - Riot has entered into a Data Center Lease with AMD to provide 25 MW of critical IT load capacity at the Rockdale Site, with an initial term of 10 years [3]

Welcome to Morning Brief. I'm Julie Hyman. Let's get to three things you need to know today.First up, Intel shares are plunging as its outlook falls short of expectations. The stock is also under pressure as it says it is struggling with manufacturing issues. We'll dig into the latest results and where Intel's turnaround stands.Plus, in the broader market, stocks are under pressure to close out a volatile week. The S&P 500 now headed for back-toback weekly losses for the first time since June. We'll break d ...

22 January 2026 | 10:09AM HKT Equity Research Hua Hong (1347.HK): Raising TP to HK$134; Solid UT rate with product mix optimization and process node migrations; Buy We see a continuous uptrend for Hua Hong, supported by (1) structural growth opportunities driven by clients' increasing preference for local foundries and rising market share of Chinese fabless companies (i.e. Hua Hong's clients) in the global supply chain, (2) improving supply / demand of the semiconductor industry in China, and (3) capacity e ...

China's leading e-commerce company is reportedly considering a spinoff and separate listing for its chip-making unit, following a similar plan by Baiduimage credit: Bamboo WorksKey Takeaways:Alibaba is reportedly weighing a plan to spin off and list its T-Head unit, hoping to join the ranks of other Chinese AI chipmakers with extremely high valuationsShares of rival chipmaker Biren have nearly doubled since their Jan. 2 Hong Kong trading debut, while Moore Threads is up nearly fivefold since its December Sh ...

1、报告期内半导体行业景气度持续攀升，电动车、新能源、AI及高性能计算驱动半导体产业链加速技 术迭代与市场扩容，半导体测试设备市场需求增长，公司积极把握行业趋势，加大产品研发和市场拓展 力度，强化销售团队的技术化和精细化管理，深化客户的长期合作关系，报告期内经营业绩稳健增长。 2、报告期内公司非经常性损益约为950万元，主要系现金管理收益。 格隆汇1月23日丨联动科技(301369.SZ)公布，预计2025年归属于上市公司股东的净利润3,100万元–3,800 万元，比上年同期增长52.68%–87.16%，扣除非经常性损益后的净利润2,150万元–2,850万元，比上年同 期增长46.99%–94.85%。 ...

1月23日，证监会网站发布批复，同意深圳大普微电子股份有限公司首次公开发行股票并在创业板上市 的注册申请。 1月23日，证监会网站发布批复，同意深圳大普微电子股份有限公司首次公开发行股票并在创业板上市 的注册申请。 ...

（编辑 袁冠琳） 证券日报网讯 1月23日，芯原股份发布2025年年度业绩预告公告称，公司预计2025年度实现营业收入约 31.53亿元，较2024年度增长35.81%；预计实现归属于母公司所有者的净利润约-4.49亿元，与上年同期 相比亏损收窄1.52亿元，收窄比例为25.29%。 ...

Palantir Technologies - Palantir Technologies has seen its shares increase by 128% over the past year, but analysts believe the stock is overvalued, with a target price implying a 57% downside from its current price of $166 [1][8] - The company specializes in analytics platforms for commercial organizations and government agencies, boasting high retention rates due to custom workflows and a unique decision-making framework called ontology [4] - Palantir's AI platform enables clients to integrate large language models into their analytics applications, enhancing decision-making capabilities [5] - Revenue growth has accelerated for nine consecutive quarters, with Palantir noted for having the best growth and profitability in public company software [6] - Despite strong fundamentals, Palantir's shares trade at 101 times sales, the highest price-to-sales ratio in the S&P 500, raising concerns about future performance [6][7] Sandisk - Sandisk shares have increased by 1,280% over the past year, but analysts predict a 53% downside from its current price of $503.44, with a target price set at $235 [1][8] - The company designs and manufactures NAND flash-based data storage devices and benefits from a partnership with Kioxia, allowing for cost efficiencies in capital expenditures and R&D [9][10] - Sandisk has gained market share in the NAND flash market and is experiencing increased demand due to AI infrastructure, which has led to a supply shortage and price increases [11][12] - Despite projected earnings growth of 79% annually through June 2029, the current valuation of 205 times earnings is considered expensive, raising concerns about potential declines in share value [13][14]

格隆汇1月23日丨强一股份(688809.SH)在互动平台表示，公司主要产品2D MEMS探针卡面向应用于以 SoC、CPU、GPU等为代表的非存储领域，目前公司一直在积极布局存储领域，已经实现面向HBM、 NOR Flash的2.5D MEMS探针卡的验证以及面向DRAM、NAND Flash的2.5D MEMS探针卡样卡研制。 ...