Win McNamee / Getty Images Quick Read The Trump administration invested over $10B in Intel (INTC), MP Materials (MP), Lithium Americas (LAC) and Trilogy Metals (TMQ) to secure domestic supply chains. Intel generated a 122.6% return since its $8.9B government purchase in August 2025. MP Materials returned 106.5% since the $400M investment to fund rare earth magnet production at Mountain Pass. A recent study identified one single habit that doubled Americans’ retirement savings and moved retirement ...

Partnership Supports Ainos' 2026 Strategic Focus on Advancing AI Nose Upstream and Accelerating Scent Data Accumulation in Advanced Wafer Fabs HOUSTON, TX / ACCESS Newswire / January 7, 2026 / Ainos, Inc. (NASDAQ:AIMD)(NASDAQ:AIMDW), a SmellTech platform company digitizing scent as a native data language for artificial intelligence, today announced that it has entered into a distribution and deployment agreement with Trusval Technology, a Taiwan-based engineering and technical services provider specializing ...

TORRANCE, Calif., Jan. 07, 2026 (GLOBE NEWSWIRE) -- Navitas Semiconductor, an industry leader in next-generation GaNFast™ gallium nitride (GaN) and GeneSiC™ silicon carbide (SiC) power semiconductors, today announced the company will participate at the 28th Annual Needham Growth Conference to be held at the Lotte New York Palace Hotel on Wednesday, January 14th. Navitas’ President and CEO, Chris Allexandre, is scheduled to host a fireside chat on Wednesday, January 14, 2026 at 2:15 p.m. EST and will be ava ...

ANDOVER, Mass., Jan. 05, 2026 (GLOBE NEWSWIRE) -- MKS Inc. (NASDAQ: MKSI), a global provider of enabling technologies that transform our world, today announced that John T.C. Lee, President and Chief Executive Officer, will participate in a fireside chat at Needham’s 28th Annual Growth Conference on Tuesday, January 13, 2026 at 11:00 a.m. EST. A live webcast of the session will be available in the Investor Relations section of the company's website at https://investor.mksinst.com/events-and-presentations an ...

公开信息显示，该公司主要从事MEMS晶圆制造，可加工产品涵盖惯性传感器、压力传感器、光MEMS 器件、环境传感器、喷墨打印头等，产品主要应用于高端装备、汽车电子、工业控制与仪表、石油化 工、智能家居、消费电子等应用领域。 人民财讯1月5日电，企查查APP显示，近日，安徽华鑫微纳集成电路有限公司发生工商变更，新增北京 中移数字新经济产业基金合伙企业（有限合伙）、上海中移数字转型产业私募基金合伙企业（有限合 伙）等为股东，同时，多位高管发生变更。 ...

Core Insights - Retail investors have shown significant interest in five stocks this week, driven by retail hype, AI advancements, and corporate news [1] Group 1: Target Corp. (NYSE:TGT) - Target was highlighted after activist investor Toms Capital Investment Management acquired a significant stake, which is seen as a potential catalyst for operational changes [5] - The stock is trading around $97 to $99 per share, with a 52-week range of $83.44 to $145.08, and has declined by 28.75% in 2025 and 7.30% in the last six months [6] Group 2: Taiwan Semiconductor Manufacturing Co. Ltd. (NYSE:TSM) - Retail investors are bullish on TSM ahead of its earnings release later this month [4] Group 3: Alphabet Inc. (NASDAQ:GOOG) (NASDAQ:GOOGL) - GOOG is trading around $303 to $305 per share, with a 52-week range of $134.25 to $313.98, and has returned 50.75% in 2025 and 30.09% in the last six months [10] - The stock has shown strong performance driven by AI advancements, cloud growth, and progress in Waymo, outperforming its peers [10] Group 4: IREN Ltd. (NASDAQ:IREN) - IREN gained attention due to discussions about using Ukraine's Zaporizhzhia nuclear power plant for cryptocurrency mining, which could impact U.S. bitcoin production [16] - The stock is trading around $36 to $38 per share, with a 52-week range of $5.12 to $76.87, and has risen 261.09% in 2025 [17] Group 5: Strategy Inc. (NASDAQ:MSTR) - MSTR announced the purchase of 1,229 Bitcoin for approximately $108.8 million, increasing its holdings to 672,497 BTC [17] - The stock is trading around $150 to $152 per share, with a 52-week range of $151.42 to $457.22, and has declined by 49.35% in 2025 [19] Group 6: Market Context - The retail focus has combined meme-driven narratives with earnings outlooks and corporate news, amidst negative market action in the S&P 500, Dow Jones, and Nasdaq [18]

Core Insights - The MEMS micro-nano manufacturing components industry is experiencing rapid growth due to increased penetration in consumer electronics, automotive electronics, industrial automation, and healthcare sectors, with the global market expected to reach 7.3 billion yuan by 2025 and 7.7 billion yuan by 2026 [1][5][10] Industry Definition and Classification - MEMS (Micro-Electro-Mechanical Systems) combines electronic and mechanical technologies to create devices at micro or nano scales, enabling smart and integrated systems [2][3] - Key components include sensors, acoustic modules, optical modules, pressure sensors, and inertial sensors, characterized by miniaturization, integration, and mass production [3][4] Current Industry Status - The MEMS micro-nano manufacturing components market is expanding, driven by technological advancements and increasing demand for miniaturized and intelligent devices [4][5] - The largest segment within this market is sensors, followed by acoustic modules, with significant growth projected in various subcategories [5] Industry Chain - The upstream of the MEMS industry includes high-grade metals, silicon-based materials, polymers, and precision equipment, with high technical barriers and reliance on imports for some high-end materials [6] - The midstream focuses on the production of MEMS components, characterized by high technology barriers and added value [6] - The downstream applications span aerospace, automotive, biomedical, and consumer electronics sectors [6] Competitive Landscape - The MEMS micro-nano manufacturing components market in China is primarily dominated by foreign companies, with domestic firms accelerating their efforts to replace imports and enhance core technologies [7] - Key players include AAC Technologies, Huazhong University of Science and Technology, Goertek, and others, with ongoing advancements in various segments [7][8] Development Trends - The MEMS industry is evolving towards micro-nano precision manufacturing of integrated functional components, emphasizing miniaturization, integration, and mass production [9][10] - Future growth is anticipated as technological advancements lower production costs and expand applications across various sectors, including IoT, consumer electronics, and automotive industries [10]

Core Viewpoint - The stock market is expected to see continued strong performance, with equity returns projected at around 17% for 2025, marking the third consecutive year of double-digit returns for investors [1] Group 1: Advanced Micro Devices (AMD) - AMD has been a standout performer in the semiconductor sector, with a year-to-date increase of 80% [3] - The company is benefiting from a shift among enterprises towards a multi-vendor approach, moving beyond reliance on Nvidia, and has a strong product lineup including AI GPUs and EPYC CPUs [5] - Recent earnings showed a 46% year-over-year growth in revenue and a 30% growth in earnings, with a gross profit margin of 54% [6] Group 2: Alphabet (GOOG) - Alphabet has achieved a 65% return year-to-date in 2025 and is expected to continue strong performance into 2026 [7] - The company's Q3 earnings showed a 16% increase in revenue and a 33% increase in net income, driven by higher-margin businesses [8] - Alphabet's Google Cloud business is growing at a rate of 34%, which could offset declines in cash flow from search [8] - The company is positioned as a significant player in AI, with investments in AI technologies and its own Tensor Processing Units (TPUs) that could enhance its cloud infrastructure [9]

30 December 2025 | 12:41AM EST Economics Research US ECONOMICS ANALYST 2026 Capex Outlook: Adding Up the Tailwinds Manuel Abecasis +1(212)902-8357 | manuel.abecasis@gs.com Goldman Sachs & Co. LLC Investors should consider this report as only a single factor in making their investment decision. For Reg AC certification and other important disclosures, see the Disclosure Appendix, or go to www.gs.com/research/hedge.html. c45a43530f604d12bcb9a82b5aa6b9f6 n Real business fixed investment grew at a 6.5% annualiz ...

On Dec. 30, 2025, Boeing led industrials as major U.S. indexes drifted in quiet, year-end trading near record territory.S&P 500 (^GSPC 0.14%) slipped 0.13% to 6,896.45, Nasdaq Composite (^IXIC 0.24%) fell 0.24% to 23,419.08, and Dow Jones Industrial Average (^DJI 0.20%) eased 0.20% to 48,367.05 in quiet, year-end trading near record territory.Market moversIndustrial bellwether Boeing (BA +0.57%) gained around 0.6% as industrials outperformed, while healthcare insurer Molina Healthcare (MOH +2.47%) jumped ro ...