Last week was always going to be a big week for Nvidia ( NVDA ) and its ecosystem with the GTC26 event, but also for Micron ( MU ), which is one of theUttam is a growth-oriented investment analyst whose equity research primarily focuses on the technology sector. Semiconductors, Artificial Intelligence and Cloud software are some of the key sectors that are regularly researched and published by him. His research also focuses on other areas such as MedTech, Defense Tech, and Renewable Energy. In addition, Utt ...

Key Takeaways Catalyst-driven price gaps are the best-working setup of 2026.Price gaps work even in rudderless market environments.FSLY, AAOI, & ARM are examples of textbook episodic pivots.2026: A Whipsaw, Headline-Driven Market EnvironmentWhile investing is never easy, the 2026 market environment has been especially difficult to navigate. Geopolitical headlines continue to drive the market as volatility and large overnight swings exemplify the action. Over the past few months, the market’s direction has b ...

Fremont, California--(Newsfile Corp. - March 25, 2026) - Enablence Technologies Inc. (TSXV: ENA) ("Enablence" or the "Company"), a leading supplier of planar lightwave circuits (PLCs) optical chips for datacom, telecom, artificial intelligence (AI), and advanced vision applications, today announced the appointment of Dr. James Gyarmathy as Chief Intelligence Officer (CIO). Gyarmathy will be charged with transforming Enablence into an AI photonics semiconductor manufacturing company by speeding the impleme ...

Don't Hesitate! Take advantage of the 2-week free trial and receive this limited-time 10% discount with your subscription. Sign up now and start beating the market today!Why did the S&P 500 "SPX" ( SP500 ) and the Nasdaq 100 ( NDX ) futures surge by approximately 4% in pre-market on Monday morning? And why did Oil prices crater?Hi, I’m Victor Dergunov, MBA, and I’ve been an active investor for over 20 years. My passion for investing started early, and I’ve spent two decades honing strategies that consistent ...

The Canadian company Poet Technologies Inc. ( POET ) is in the midst of the transition from a pre-revenue stage to operational expansion and commercialization of its photonic integrated circuits (PICs) and optical modules (800G and 1.6T, with the 3.2T in the development stage), protectedI’m a long-term investor focused on U.S. and European equities, with a dual emphasis on undervalued growth stocks and high-quality dividend growers. Through years of experience, I’ve learned that sustained profitability—evid ...

GCT Semiconductor (NYSE:GCTS) Q4 2025 Earnings call March 25, 2026 04:30 PM ET Company ParticipantsEdmond Cheng - CFOJohn Schlaefer - CEOConference Call ParticipantsCraig Ellis - Director of Research and Senior Semiconductor AnalystLisa Thompson - Senior Technology AnalystOperatorGood afternoon. Thank you for attending GCT Semiconductor Holding, Inc.'s fourth quarter and full year 2025 financial results call. All lines will be muted during the presentation portion of the call with an opportunity for questio ...

GCT Semiconductor (NYSE:GCTS) Q4 2025 Earnings call March 25, 2026 04:30 PM ET Company ParticipantsEdmond Cheng - CFOJohn Schlaefer - CEOConference Call ParticipantsCraig Ellis - Director of Research and Senior Semiconductor AnalystLisa Thompson - Senior Technology AnalystOperatorGood afternoon. Thank you for attending GCT Semiconductor Holding, Inc.'s Q4 and full year 2025 financial results call. All lines will be muted during the presentation portion of the call with an opportunity for questions and answe ...

GCT Semiconductor (NYSE:GCTS) Q4 2025 Earnings call March 25, 2026 04:30 PM ET Speaker4Good afternoon. Thank you for attending GCT Semiconductor Holding, Inc.'s fourth quarter and full year 2025 financial results call. All lines will be muted during the presentation portion of the call with an opportunity for questions and answers at the end. Joining the call today are John Schlaefer, GCT's Chief Executive Officer, and Edmond Cheng, CFO, to discuss our fourth quarter and full year 2025 results. During this ...

The S&P 500 (^GSPC +0.54%) rose 0.54% to 6,591.90, the tech-heavy  Nasdaq Composite (^IXIC +0.77%) added 0.77% to 21,929.83 in another headline-driven day of trading.  and the Dow Jones Industrial Average (^DJI +0.66%) climbed 0.66% to 46,429.49.Market moversAdvanced Micro Devices (AMD +7.24%) and Intel (INTC +7.06%) both gained over 7% on reports of plans to increase CPU prices. Arm Holdings (ARM +16.36%) soared 16% after launching its own line of chips. Dell Technologies (DELL +4.13%) closed up more than ...

I’ve managed my investments since 1999, gaining perspective across multiple market cycles. With a background in Economics and ongoing CFA certification, my focus is on uncovering mispriced assets that the market has overlooked. I conduct my analyses in a way that allows me to use them myself — not just casually handed-out buy or sell decisions. While I acknowledge that sentiment and technicals matter — and that today’s algorithm-driven investment environment often prioritizes them over fundamentals — I’m st ...