Leading tech companies are investing heavily in data centers for artificial intelligence (AI). This is opening up opportunities for Navitas Semiconductor (NASDAQ: NVTS). Navitas uses specialized materials, such as gallium nitride (GaN), to make semiconductors that convert and control power in consumer devices like smartphones. But it's now pivoting to the data center market. Data centers will need greater energy efficiency to keep costs down and run next-generation chips. Will AI create the world's first ...

Group 1: Trade and Tariffs - Taiwan has secured Most Favoured Nation (MFN) tariff treatment for all items under Section 232, which is expected to protect high-tech semiconductor supply chains from US tariff volatility [2][8] - The US Supreme Court ruled 6-3 that the President exceeded his authority under the International Emergency Economic Powers Act (IEEPA) to impose global tariffs, reaffirming that tariff powers primarily rest with Congress [3][8] - In response to the Supreme Court ruling, the White House is considering alternative trade measures, including a new 10% temporary import surcharge under Section 122 of the Trade Act of 1974 [4][8] Group 2: Corporate Financials - Altice France's total debts and liabilities have reached approximately €17 billion, indicating significant leverage accumulated during its expansion [5][8] - Creditors are reportedly becoming more aggressive as Altice France's founder, Patrick Drahi, attempts to restructure assets to maintain control [5] Group 3: Automotive Industry - The National Highway Traffic Safety Administration (NHTSA) has issued new recall filings affecting over 13,000 vehicles, including recalls from Triumph Motorcycles America Ltd. (8,849 vehicles), Toyota Motor Corporation (4,374 vehicles), and General Motors LLC (22 vehicles) [7][8]

The Supreme Court on Friday struck down a crucial batch of President Trump’s tariffs – but there are still plenty of high levies on certain industries that will stay in place.Tariffs imposed under the International Emergency Economic Powers Act (IEEPA) to crack down on trade imbalances and fentanyl smuggling surpassed Trump’s presidential authority, the Supreme Court ruled in a 6-3 decision.The ruling does not, however, discard tariffs enacted by the Trump administration using Section 232 of the Trade Expan ...

The US Supreme Court during a rain storm in Washington, DC, US, on Friday, Feb. 20, 2026. Annabelle Gordon | Bloomberg | Getty ImagesThe Supreme Court on Friday ruled that President Donald Trump's country-specific so-called "reciprocal" tariffs are unconstitutional, delivering a win for many consumer companies facing higher import costs.But the ruling doesn't cover all sectors. The Supreme Court reviewed tariffs enacted under the International Emergency Economic Powers Act of 1977, or IEEPA, which the Trump ...

Group 1 - The U.S. government has shifted towards direct equity investments in strategic private companies to bolster national security and reduce reliance on foreign supply chains, particularly from China [1][2] - This approach has been compared to an informal "American sovereign wealth fund," leading to significant stakes in publicly traded firms, which may present compelling investment opportunities [1][2] - The focus of these investments includes sectors vital to defense, AI, electric vehicles, and energy independence, with all identified companies rated Buy by top Wall Street firms [1] Group 2 - Cameco Corp. is a leading uranium supplier with a small dividend and a significant deal with the U.S. Commerce Department to finance $80 billion in nuclear plant construction [1] - Intel Corp. has seen a government acquisition of a 10% stake through an $8.9 billion investment, positioning it as a major player in the semiconductor industry [1] - L3Harris Technologies Inc. received a $1 billion investment from the Pentagon to expand missile production, with a reliable dividend and a focus on national security technology solutions [2] - Lithium Americas Corp. is developing the Thacker Pass lithium project, which is considered a potential major investment opportunity due to its sought-after product [2] - MP Materials Corp. operates the only rare earth mine in the U.S. and secured a $400 million investment from the Department of Defense to enhance domestic production [2] - Trilogy Metals Inc. holds a 50% interest in the Upper Kobuk Mineral Projects in Alaska, with a government stake that could increase investor interest [2]

Skip to main content Exclusive news, data and analytics for financial market professionalsLearn more aboutRefinitiv Analog Devices sees strong second-quarter as AI boom fuels chip sales February 18, 202612:49 PM UTCUpdated ago By Reuters An Analog Devices logo appears in this illustration taken August 18, 2025. REUTERS/Dado Ruvic/Illustration Purchase Licensing Rights, opens new tab Feb 18 (Reuters) - Analog Devices (ADI.O), opens new tab On Wednesday, forecast second-quarter results above Wall Street estim ...

Core Insights - GlobalFoundries and Renesas Electronics have announced a multi-billion-dollar manufacturing partnership aimed at enhancing supply chain resiliency and meeting the growing demand for semiconductors in smart vehicles and industrial systems [1][5] Group 1: Partnership Details - The collaboration will provide Renesas with access to GlobalFoundries' technology portfolio, including FDX™, BCD, and advanced CMOS technologies, which are essential for their system-on-chip (SoC), power devices, and microcontroller units (MCUs) [3] - Manufacturing will begin in the U.S. and extend to GlobalFoundries' facilities in Germany, Singapore, and China, addressing the increasing demand for advanced systems and products [4] Group 2: Industry Context - The automotive industry is evolving towards more intelligent and electrified vehicles, with semiconductors playing a critical role in advanced driver assistance, battery management, and secure connectivity for industrial IoT [2][6] - The partnership aligns with U.S. efforts to strengthen domestic semiconductor production, ensuring reliable supply and supporting national security [5] Group 3: Company Statements - Tim Breen, CEO of GlobalFoundries, emphasized the importance of semiconductors as the foundation of innovation in the automotive sector, highlighting the need for reliable supply and advanced technologies [5] - Hidetoshi Shibata, CEO of Renesas, noted that the expanded partnership will provide a stable, long-term supply of semiconductors, essential for meeting the demands of electrification and connectivity [6]

Core Viewpoint - Intel Corporation (NASDAQ:INTC) is recognized as one of the AI stocks experiencing significant growth, with DA Davidson initiating coverage and assigning a Neutral rating with a price target of $45, highlighting positive developments within the company [1][2]. Group 1: Company Strategy and Market Position - DA Davidson describes Intel's current strategy as "one of the hardest resets in semiconductor history," focusing on rebuilding its leading-edge process capabilities and aiming to become a trusted third-party foundry [2]. - Tigress Financial Partners has raised its price target for Intel from $52 to $66, maintaining a Buy rating, citing AI data center tailwinds, advancements in the 18A manufacturing process, and potential AI PC refresh cycles as key factors supporting the company's turnaround strategy [3][4]. Group 2: Investment Potential - Tigress Financial Partners views the combination of factors influencing Intel as part of "an increasingly compelling multi-year upside story," indicating a positive long-term outlook for the company [4]. - While acknowledging Intel's potential as an investment, some analysts believe that other AI stocks may offer greater upside potential with less downside risk [5].

Core Viewpoint - Taiwan Semiconductor Manufacturing Company (TSMC) is positioned to potentially join the $3 trillion market cap club, driven by its leadership in advanced semiconductor manufacturing and strong financial performance [2][3]. Company Overview - TSMC is the world's largest semiconductor foundry with a market capitalization of $1.9 trillion, holding a 71% share of the global chip market and producing over 90% of the most advanced semiconductors [5][9]. - The company has transitioned from generating most of its revenue from smartphone chips to advanced chips for AI, data centers, and high-performance computing, which now account for 55% of its sales [6]. Financial Performance - In Q4, TSMC reported revenue of $33.7 billion, a 26% year-over-year increase, and earnings per American Depository share of $3.14, up 35% [7]. - The gross margin improved to 59.9%, up 380 basis points, and the operating margin increased to 50.8%, up 510 basis points, indicating enhanced operational leverage [8]. - The company forecasts Q1 revenue of $35.2 billion, representing a 38% year-over-year growth [8]. Market Position and Future Outlook - Analysts project TSMC's revenue to reach $157.8 billion by 2026, with expectations of $193.9 billion and $232.8 billion in 2027 and 2028, respectively, positioning the company for a potential $3 trillion market cap by 2029 [10][11]. - The demand for high-end semiconductors is expected to grow, with annual sales projected to approach $1 trillion by 2026, benefiting TSMC as a leading provider [12].

Core Viewpoint - The establishment of the Trusted Tech Alliance (TTA) aims to enhance global cooperation among technology providers to address customer needs and build trust in technology through shared principles of transparency, security, and data protection [1][2]. Group 1: Formation and Purpose of TTA - The Trusted Tech Alliance was announced at the Munich Security Conference, comprising 15 leading companies from Africa, Asia, Europe, and North America [1]. - The alliance focuses on creating a trusted technology framework that includes connectivity, cloud infrastructure, semiconductors, software, and AI [1]. - TTA aims to ensure that member companies adhere to common commitments regarding transparency, security, and data protection, fostering trust and delivering technological benefits globally [1]. Group 2: Principles and Commitments - TTA members have agreed on five specific principles defining what it means to develop, deploy, operate, and collaborate as a trusted global technology provider: 1. Respect for the rule of law and data protection 2. An open, cooperative, inclusive, and resilient digital ecosystem 3. Robust supply chain and security agreements 4. Operational transparency, secure development, and independent assessment 5. Transparent governance and ethical corporate behavior [1][2]. - These commitments require strong governance, ethical behavior, and adherence to strict global security standards from member companies [1]. Group 3: Industry Reactions and Statements - Leaders from various companies, including Amazon, Google Cloud, and Microsoft, expressed their commitment to the alliance, emphasizing the importance of trust in technology for economic growth and security [2]. - The alliance is seen as essential for addressing the challenges posed by rapid technological advancements and ensuring that technology benefits society while maintaining security and trust [2]. - Companies like Ericsson, Nokia, and SAP highlighted the need for collaboration to build a secure and trustworthy digital infrastructure, which is crucial for fostering innovation and economic resilience [2].