🚨 Tesla's Dojo 2 supercomputer will start mass production by the end of this year!It uses $TSM’s new InFO-SoW tech, a powerful chip design that treats an entire wafer like one big system. That means faster AI training, more memory bandwidth, and way more compute power.This tech gives Dojo 2 up to 9 petaflops of compute, a major step forward in building smarter AI like Grok 4.Source: https://t.co/7liFrO8NYz$TSLAShay Boloor (@StockSavvyShay):$TSLA DOJO 2 ENTERING MASS PRODUCTION BY YEAR-END USING $TSM INFO-SO ...

Group 1: Visa's Growth Potential - Visa processed $13.2 trillion in digital payments through 233.8 billion transactions last year, with 4.8 billion cards in circulation [4][5] - Visa benefits from multiple tailwinds including income growth, increased consumer spending, and the shift from cash to digital payments [5][6] - Revenue has increased by 171% over the past 10 years, and the company is focusing on value-added services which grew revenue by 22% year over year last quarter [6][7] - Visa's profit margins are high at 66%, and operating income is expected to double to between $50 billion and $100 billion in the next 10 years [8][9] Group 2: Taiwan Semiconductor's Explosive Growth - Taiwan Semiconductor Manufacturing Company (TSMC) is the leading manufacturer of advanced semiconductors, with a revenue growth of 250% over the past 10 years to $97 billion [11][14] - TSMC's growth is driven by the increasing demand for AI-related chips from customers like Nvidia and Advanced Micro Devices, with expectations for revenue to exceed $250 billion in the next decade [13][14] - With profit margins around 45%, TSMC could achieve over $100 billion in annual earnings, positioning it alongside current technology giants [14][15]

On the morning of July 9, Nvidia (NVDA 0.53%) became the first company to surpass $4 trillion in market cap -- an achievement still out of reach for tech giants Microsoft and Apple.The accomplishment is even more impressive considering it has been just two years since Nvidia passed $1 trillion in market cap. Apple and Amazon reached $1 trillion in 2018 and Microsoft followed suit in 2019.Here's why Nvidia has emerged as the most valuable company in the world, why real results support the narrative, and why ...

Group 1: Amprius Technologies - Amprius Technologies' stock price is rising, reaching multi-year highs in Q3 2025, driven by improved manufacturing capabilities and increased sales, with Q1 revenue exceeding consensus by approximately 35% [2][3] - The company specializes in advanced silicon-anode lithium-ion batteries, serving diverse industries including aerospace and defense, with a client base growing by roughly 65% in Q1 to over 100 [4] - Analysts unanimously rate AMPX as a Buy, expecting a 60% advance, with a high-end target of $15, indicating a potential 150% gain [5] Group 2: Joby Aviation - Joby Aviation is ramping up manufacturing capabilities and is on track for commercial operations in 2026, with a growing deal pipeline and regulatory processes progressing smoothly [8] - The company has secured a distribution agreement in Saudi Arabia, potentially worth $1 billion or more in total revenue within a few years [9] - Despite a Hold rating from analysts, increased coverage and price target increases are trending higher, with Q2 earnings expected to act as a catalyst for share price [11] Group 3: Ambarella - Ambarella is positioned for substantial long-term growth in the physical AI sector, focusing on computer vision semiconductor solutions and edge computing, with a consensus low 20% compound annual growth rate (CAGR) expected through the middle of the next decade [13] - Recent bullish price action includes a sharp advance in late June and early July, confirming a recent bottom and suggesting a potential move to the $80 range [14] - Analysts rate AMBA as a Moderate Buy, with expectations of a 25% advance at consensus [15]

Core Viewpoint - PTC Inc. has experienced a significant increase in share price due to potential buyout interest from Autodesk, alongside strong financial forecasts and growth in product offerings [2][3]. Financial Performance - PTC shares ended the last trading session 17.6% higher at $210.47, with a notable trading volume [1] - The company has increased its free cash flow forecast for fiscal 2025 to $840-$850 million, reflecting a growth of 14-16% from the previous estimate [3] - Revenues for fiscal 2025 are projected to be between $2,445 million and $2,565 million, indicating a year-over-year rise of 6-12% [3] - Non-GAAP EPS is now estimated in the range of $5.80-$6.55, suggesting a rise of 14-29% [3] - The upcoming quarterly earnings are expected to be $1.22 per share, representing a year-over-year change of +24.5%, with revenues expected at $582.38 million, up 12.3% from the previous year [4] Market Position and Strategy - PTC is focused on mission-critical products and emphasizes verticalized go-to-market strategies to meet customer needs effectively [3] - The company is expanding its product portfolio to capture new customers in emerging IoT and AR/VR markets, with plans to integrate generative AI into its offerings [4] Industry Context - PTC Inc. belongs to the Zacks Computer - Software industry, which includes other companies like Simulations Plus [6] - Simulations Plus has seen a significant change in its EPS estimate, reflecting broader trends within the software industry [7]

New deployment option accelerates time to protection and expands customer flexibilityLONDON, July 10, 2025 /PRNewswire/ -- Corero Network Security (AIM: CNS) (OTCQX: DDOSF), the distributed denial of service (DDoS) protection specialists, today announced that the orchestration plane of its flagship SmartWall ONE™ solution is now deployable in Akamai Compute, Akamai Technologies' edge-native cloud computing platform. This evolution gives customers more flexibility and agility in managing DDoS protection infr ...

Hype is growing around quantum computers.Investors are all over artificial intelligence (AI) stocks at the moment. Slowly, hype has grown around quantum computing stocks such as IonQ (IONQ 1.31%) as well.IonQ promises a revolution across the entire computing world through quantum computing, which could not only supercharge growth in the AI market, but upend close to a century of traditional computing methods that are semiconductor based.IonQ stock is up close to 500% in the last year on the backs of this gr ...

Key Takeaways Assurant partners with Plug to enhance certified pre-owned device offerings and customer experience. The deal boosts Plug's value with Assurant-backed warranties, faster shipping, and better device protection. Assurant gains new revenue streams and improved efficiency through Plug's expanding D2C platform.Assurant, Inc. (AIZ) , a leading global provider of protection solutions for connected devices, vehicles, and homes, has entered a strategic collaboration with Plug, a St. Louis-based direc ...

NVIDIA Corporation NVDA became the first company ever to reach a $4 trillion market capitalization on Wednesday.The impressive milestone, which puts Nvidia in the history books, was correctly predicted by Benzinga readers who picked between three tech giants in a recent poll.What Happened: Nvidia traces its roots to being created at a Denny's restaurant from which it has come a long way to become the most valuable company in the world – a title it has earned multiple times over the last two years.Nvidia bec ...

Core Insights - The report titled "Markets for Neutral Atom Quantum Computers" provides an analysis of the product and market strategies of leading vendors in the neutral atom quantum computing sector [2][3] - Neutral Atom Quantum Computers are positioned as a viable alternative to superconducting quantum computers, with projections indicating a significant increase in shipments from eight units in 2025 to over 7,310 units by 2035 [3][4] - The report highlights key technological trends driving the success of neutral atom quantum computers, including advancements in photonic integrated circuits, novel materials, and the transition of these machines to high-performance computing and data centers [4] Company Analysis - Leading companies in the neutral atom quantum computing market include Atom Computing, Atom Quantum Labs, Infleqtion, M Squared, OpenQuantum, Pasqal, PlanQC, and QuERA [2][3] - Prominent firms in the chip and component segment supporting neutral atom machines include AMD, Hamamatsu, NanoQT, Nu Quantum, QBlox, and Toptica [2][3][10] - The report also discusses the software ecosystem surrounding neutral atom quantum computers, featuring companies like Microsoft, Q-CTRL, and various research labs [10][12] Market Trends - The report notes a growing positive perception of neutral atom technology within the quantum computing community, with Amazon Braket and Azure Quantum being the only public access points to neutral atom quantum computers currently [5][12] - The analysis covers the supply structure for neutral atom computers, including national and international market dynamics and potential tariff implications [8][10]