Key Takeaways RS Q4 earnings missed estimates, but sales rose 11.9% on higher shipments and pricing.RS saw strength in construction, manufacturing and aerospace, offset by soft semiconductor demand.RS guides for 5%-7% shipment growth and $4.50-$4.70 Q1 EPS with modest margin gains.Reliance, Inc. (RS) posted profits of $116.5 million or $2.22 per share for the fourth quarter of 2025, up from $105.3 million or $1.93 per share in the year-ago quarter.Barring one-time items, the company recorded earnings of $2. ...

We recently published 10 Losing Stocks in an Otherwise Optimistic Market. Axcelis Technologies Inc. (NASDAQ:ACLS) was one of the worst performers on Wednesday. Axcelis ended two straight days of gains on Wednesday, slashing 16.74 percent to finish at $82.01 apiece as investor sentiment was dampened by a dismal earnings performance in both the full-year and fourth quarter of 2025. In an updated report, Axcelis Technologies Inc. (NASDAQ:ACLS) said that net profit last year fell by 40.2 percent to $120.2 mi ...

Core Insights - Tower Semiconductor and Xanadu are expanding their collaboration to develop advanced silicon photonics for fault-tolerant quantum computers, leveraging Tower's high-volume silicon photonics platform [1][3] - The partnership aims to create a manufacturing-aligned platform for next-generation photonic quantum hardware, focusing on scalability and performance for large-scale quantum information processing [2][4] Company Developments - Xanadu's CEO highlighted the importance of the collaboration with Tower in transitioning their hardware from concept to prototype, emphasizing the combination of architectural breakthroughs and manufacturing expertise [3] - Tower Semiconductor's Vice President noted the broad applicability of their platform across various advanced domains, including quantum computing, data centers, telecom, and automotive applications [3] Technical Focus - Current efforts are directed at optimizing critical components using standard product flows for ultra-low loss silicon nitride (SiN) and integrated photodiodes, validating Xanadu's photonic circuit designs on a high-volume manufacturing platform [4]

Strengthening the manufacturing foundation for commercial-scale photonic quantum computing MIGDAL HAEMEK, Israel, and Toronto, ON, February 19, 2026 - Tower Semiconductor, the leading foundry of high-value analog semiconductor solutions, and Xanadu, a leading photonic quantum computing company, today announced an expansion of their collaboration in developing advanced silicon photonics for fault tolerant quantum computers based on Tower’s high-volume silicon photonics platform. These developments build on p ...

Understanding the Power Inflow SignalThe Power Inflow alert is a proprietary signal developed and provided by TradePulse. The alert is issued within the first two hours of the trading day, it highlights when there is a significant shift in order flow, specifically indicating that there's been a strong trend toward buying activity. This suggests a high probability of bullish price movement for the rest of the day, making it a potentially strategic and opportune entry point for active traders.Order flow analy ...

Core Viewpoint - Nvidia is expected to report strong earnings, with significant year-over-year growth anticipated in both earnings per share and revenue, driven by demand in the artificial intelligence sector [1][3]. Financial Performance - Analysts predict adjusted earnings of approximately $1.52 per share and revenue around $65.6 billion for the quarter ending January 25, 2026, representing a year-over-year growth of roughly 71% [3]. - The previous quarter's results showed adjusted earnings of $1.30 per share and revenue of $57 billion, which surpassed forecasts [3]. Product Development - A key focus for the upcoming earnings report will be the progress on the Blackwell architecture, which has been characterized by CEO Jensen Huang as experiencing exceptional demand [4]. - Production ramps and supply fulfillment for hyperscalers and enterprise clients are expected to significantly contribute to revenue growth [4]. Market Sentiment - Wall Street analysts maintain a 'Strong Buy' consensus on Nvidia, with 39 recent ratings indicating strong confidence in the stock [6]. - The average price target is set at $260.38, suggesting a potential upside of 40.77% from current levels [6]. Price Predictions - The highest price target among analysts is $352, while the lowest is $200, indicating a generally optimistic outlook despite a wide range of estimates [7]. - The projected upside reflects confidence in Nvidia's growth driven by demand for AI chips and data center solutions [7]. Potential Volatility - The wide gap between high and low forecasts suggests potential volatility related to earnings performance and broader market conditions [8]. - Elevated expectations mean that even strong results may not prevent stock price swings if forward guidance is disappointing, particularly concerning competition and supply-chain constraints [8].

智通财经记者 | 宋佳楠 双方还将合作部署英伟达Vera CPU，该产品有望在2027年实现规模化应用，进一步拓展Meta高能效AI算力布局。 另据两家公司披露，Meta还将部署基于英伟达GB300的系统，构建覆盖本地数据中心与英伟达云合作伙伴部署环境的统 一架构，简化运维的同时最大化算力性能与可扩展性。Meta将在全基础设施范围内采用英伟达Spectrum-X以太网网络平 台，提供AI级网络能力。 上述合作并非简单的芯片采购，而属于全链条绑定，外界因此关注Meta是否会放弃芯片自研。去年3月，有消息称Meta 开始测试其首款自主人工智能训练芯片，正与台积电合作生产。 Meta方面尚未就自研芯片的最新进展做过多介绍。但就其与英伟达的合作内容来看，其很可能将自研芯片定位为特定 场景补充，主力算力全面转向英伟达成熟方案，以此缩短部署周期、降低技术风险、快速支撑个人超级智能与大模型迭 代需求，既保留长期技术储备，又保障AI业务高速推进。 智通财经获悉，当地时间2月17日，英伟达与Meta宣布达成多年跨代际战略合作伙伴关系，双方合作涵盖本地部署、云 端和AI基础设施。 具体来看，Meta将建设面向AI训练与推理的超大 ...

When Jeff Bezos said that one breakthrough technology would shape Amazon’s destiny, even Wall Street’s biggest analysts were caught off guard. Fast forward a year and Amazon’s new CEO Andy Jassy described generative AI as a “once-in-a-lifetime” technology that is already being used across Amazon to reinvent customer experiences. At the 8th Future Investment Initiative conference, Elon Musk predicted that by 2040 there would be at least 10 billion humanoid robots, with each priced between $20,000 and $25,000 ...

Core Viewpoint - Sandisk Corporation announced the pricing of a secondary public offering of 5,821,135 shares of its common stock at a price of $545.00 per share, which are currently owned by Western Digital Corporation, the former parent of Sandisk [1]. Group 1: Offering Details - The secondary offering will not involve Sandisk selling any shares or receiving any proceeds from the sale [1]. - The total value of the shares being offered is approximately $3.09 billion [2]. - The offering is expected to close on February 19, 2026, subject to customary closing conditions [1]. Group 2: Debt-for-Equity Exchange - Prior to the offering's closing, Western Digital Corporation is expected to exchange the shares for certain indebtedness held by affiliates of J.P. Morgan Securities LLC and BofA Securities [1]. - Following the debt-for-equity exchange, Western Digital is expected to own 1,691,884 shares of Sandisk's common stock, which it plans to dispose of in subsequent exchanges or distributions [1]. Group 3: Company Background - Sandisk is a leading developer and manufacturer of data storage devices based on NAND flash technology, providing solutions for various applications including artificial intelligence workloads [1]. - The company has a broad portfolio that includes solid-state drives, embedded products, removable cards, and USB drives [1].

By Abhirami G and Aditya Soni NEW DELHI, Feb 18 (Reuters) - India's Yotta Data Services will spend over $2 billion on Nvidia’s latest chips to set up an ‌artificial intelligence computing hub as it prepares to float its shares, it said ‌on Wednesday, delivering a boost to the country's fledgling AI drive. Yotta is aiming to raise up to $1.2 billion ​from investors to fund its expansion ahead of an initial public offering, potentially due to happen as soon as this year, CEO Sunil Gupta told Reuters on t ...