Harmonic Partners' DeFi Initiatives Set to Enhance Solana Validator Earnings
Harmonic Inc.'s open block-building infrastructure is set to improve DeFi Development Corp.'s Solana validator operations by enhancing performance, revenue potential, and decentralization. The integration allows for automatic selection of valuable blocks, increases transparency, and diversifies block production. This partnership aims to support DeFi Development's goal of accumulating Solana (SOL) and follows Harmonic's strong financial performance in Q3, where it exceeded revenue and profitability expectations in its Broadband and Video sectors.
Hedge Fund and Insider Trading News: David Tepper, Ken Griffin, Ray Dalio, Philippe Laffont, Berkshire Hathaway, Tiger Global Management, McGraw Hill Inc (MH), Gold.com Inc (GOLD), and More
This article compiles recent hedge fund and insider trading news involving prominent figures like David Tepper, Ken Griffin, and Ray Dalio. It highlights Tepper's shift from banking stocks to tech, Dalio's family office's significant US stock bet, and Philippe Laffont's Nvidia sale and investment in a rapidly appreciating stock. The report also touches on Berkshire Hathaway trimming its Apple stake, a hedge fund's interest in cat-bond sales, and insider buying and selling activities for specific companies like McGraw Hill Inc (MH) and Gold.com Inc (GOLD).
Netlist Bags Federal Circuit Win After Court Rejects Micron’s Patent Challenge
The U.S. Court of Appeals for the Federal Circuit sided with Netlist, upholding the validity of its memory module patents and rejecting Micron Technology's appeal. This decision means Micron Technology remains liable to pay $445 million in patent infringement judgments. Following the ruling, Netlist's stock (NLST) surged 20% on Friday, while Micron's stock (MU) also saw a more than 2.5% increase.
Micron, Qorvo, and Impinj Shares Are Soaring, What You Need To Know
Shares of Micron (MU), Qorvo (QRVO), and Impinj (PI) experienced significant jumps following a favorable inflation report that suggests a potential Federal Reserve interest rate cut. This news bolstered investor hopes for the semiconductor sector, as lower interest rates can reduce borrowing costs for expansion and R&D. The optimistic macroeconomic sentiment contributed to a broad market rally, with Impinj, in particular, seeing a 5.9% increase.
Why invest in emerging markets?
Emerging markets delivered strong returns in the past year, outperforming developed markets, and are expected to continue this trend due to favorable valuations, a weakening US dollar, and more shareholder-friendly policies. Asian companies are particularly poised to benefit from AI spending, and a weaker dollar will reduce EM funding costs and attract capital. Additionally, many EM authorities are implementing governance reforms, such as Korea's "value-up programme," to attract foreign investment.
Church & Dwight (CHD) Gets Upgrade from Rothschild & Co Redburn on More Attractive Valuation
Church & Dwight (CHD) received an upgrade from Rothschild & Co Redburn to Neutral from Sell, with a price target increase to $91 from $81. This upgrade is attributed to a more attractive valuation for the stock, as the firm's earlier cautious view, based on expected growth slowdowns, is now considered less relevant. The company also recently reported strong quarterly results, exceeding Wall Street expectations, driven by steady demand for household products and an anticipated gross margin expansion in 2026.
Hp Inc stock hits 52-week low at $18.24 By Investing.com
HP Inc.'s stock has reached a 52-week low of $18.24, reflecting a challenging year for the company despite its low P/E ratio and high dividend yield suggesting it may be undervalued. The company recently announced a cash dividend and renewed a cybersecurity partnership, while also exploring sourcing memory chips from China due to a global shortage. These developments highlight the difficulties HP Inc faces in the competitive tech landscape and its strategic responses to market pressures and supply chain issues.
Hp Inc stock hits 52-week low at $18.24 By Investing.com
HP Inc.'s stock has fallen to a 52-week low of $18.24, with its price declining 47.1% over the past year. Despite the downturn, InvestingPro data suggests the stock may be undervalued. The company recently announced a cash dividend, renewed a cybersecurity partnership, and is considering sourcing memory chips from Chinese manufacturers due to a global shortage.
Memory crunch looms over hardware makers, but Apple receives bullish sentiment: Evercore
A persistent memory crunch and rising prices are impacting hardware stocks, but Apple (AAPL) is seen as a bright spot, according to Evercore ISI. Investors are expressing frustration with Arista Networks (ANET) despite its strong growth guidance, while concerns about rising memory costs persist across the IT hardware sector. Apple's positive sentiment is attributed to reduced bearish concerns and potential new catalysts like personalized Siri and future iPhone upgrades.
Form 424B2 BANK OF NOVA SCOTIA
This SEC filing (Form 424B2) from The Bank of Nova Scotia details a new offering of "Market Linked Securities—Auto-Callable with Contingent Coupon with Memory Feature and Contingent Downside Principal at Risk Securities" due February 23, 2029. These securities are linked to the performance of the common stock of Micron Technology, Inc., Sandisk Corporation, and Western Digital Corporation. The document outlines the terms, risks, hypothetical payout profiles, and tax consequences for investors, emphasizing that returns depend on the lowest performing underlying stock and carry significant principal risk.
Sandisk stock jumps as Western Digital unloads shares — what traders are watching next
Sandisk shares rose over 3% as investors reacted to Western Digital selling a significant portion of its stake to reduce debt. While the secondary offering adds near-term supply, analysts view the move as a positive step toward clearing a long-standing share overhang and accelerating Western Digital's deleveraging efforts.
IDACORP, Inc. (NYSE:IDA) Q4 2025 Earnings Call Transcript
IDACORP, Inc. reported its Q4 and full-year 2025 earnings, showcasing its 18th consecutive year of EPS growth with diluted earnings per share of $5.90. The company initiated its 2026 EPS guidance at $6.25 to $6.45, reflecting an 8% growth rate over 2025 results. Key highlights include robust customer growth in Idaho Power's service area, significant infrastructure projects like B2H and SWIP-North, and a substantial increase in CapEx forecast to $7 billion over the next five years to support growth and maintain a strong balance sheet.
Onto Innovation Inc. (NYSE:ONTO) Q4 2025 Earnings Call Transcript
Onto Innovation Inc. (NYSE: ONTO) reported Q4 2025 earnings, missing EPS expectations slightly but achieving record revenue of $267 million. The company is experiencing significant growth in advanced packaging, driven by AI device demand, and announced a $240 million volume purchase agreement for HBM metrology. Onto Innovation projects strong growth into 2026 for both advanced packaging and advanced nodes, with revenue expected to exceed $300 million in Q2 2026.
Semiconductor Assembly and Testing Services (SATS) Market Is Going to Boom |• ASE Technology Holding Co. Ltd. • Amkor Technology Inc
Worldwide Market Reports has released a comprehensive research study on the Semiconductor Assembly and Testing Services (SATS) Market, forecasting its growth from 2026 to 2033. The report, developed using primary and secondary research, details key market drivers, challenges, opportunities, and competitive landscapes, including profiles of major players like ASE Technology Holding Co. Ltd. and Amkor Technology Inc. It also segments the market by types and applications, and provides regional analysis to guide stakeholders and investors.
Principal Financial Group Inc. Sells 301,399 Shares of STMicroelectronics N.V. $STM
Principal Financial Group Inc. significantly reduced its stake in STMicroelectronics N.V. by selling 301,399 shares, representing a 95% trim, and currently holds 15,708 shares valued at $444,000. STMicroelectronics missed Q3 EPS expectations, reporting $0.11 instead of $0.27, and shows low profitability with a 1.41% net margin. The stock trades at $33 with a high P/E ratio of 184.6, and analysts maintain a consensus "Hold" rating with an average price target of $31.93.
Micron Challenge Against Netlist Memory Patent Sinks on Appeal
Micron Technology Inc. failed to convince the Federal Circuit that Netlist Inc.'s computer memory patent was invalid. The Patent and Trial Appeal Board's decision to reject Micron's prior art arguments for US Patent No. 10,489,314 was upheld by the US Court of Appeals for the Federal Circuit. The court determined that the PTAB correctly interpreted the patent's "specified data rate" claim and did not err in requiring Micron to show a motivation to combine prior teachings.
Micron & 2 More Profitable Stocks to Buy Now for Big Gains
This article identifies Micron Technology (MU), Ralph Lauren Corporation (RL), and Modine Manufacturing Company (MOD) as top profitable stock picks. These companies were selected based on their high net income ratios and strong upside potential, along with meeting specific screening parameters including a Zacks Rank #1 (Strong Buy) and higher-than-industry sales and net income growth. The analysis emphasizes the importance of the net income ratio as a key indicator of a company's financial health and its ability to manage expenses effectively.
IDACORP Q4 2025 Earnings Call Transcript
IDACORP (NYSE: IDA) reported its Q4 2025 earnings, marking its 18th consecutive year of EPS growth. The company announced diluted EPS of $5.90 for 2025 and provided 2026 guidance of $6.25-$6.45, driven by robust customer growth, including major projects like Micron and Meta data centers. IDACORP also detailed significant capital expenditure plans, forecasting approximately $7 billion between 2026 and 2030, and outlined a financing strategy that includes over $600 million in forward equity sales and a planned sale of Oregon assets.
Micron & 2 More Profitable Stocks to Buy Now for Big Gains
This article identifies Micron Technology (MU), Ralph Lauren (RL), and Modine Manufacturing (MOD) as top profitable stock picks based on high net income ratios and strong upside potential. The selection criteria include a Zacks Rank #1, higher-than-industry trailing 12-month sales and net income growth, a high net income ratio, and a "Strong Buy" rating from over 70% of brokers. These companies are highlighted for their profitability and expected earnings growth.
12 Best Data Storage Stocks to Buy Right Now
This article identifies Seagate Technology Holdings plc (NASDAQ:STX) as one of the best data storage stocks, highlighting its strong financial performance and positive outlook from Mizuho. Seagate reported significant sequential and year-over-year revenue growth, expanded margins, and record non-GAAP EPS in the December quarter. The company projects continued improvement in revenue and profitability through calendar year 2026, driven by its leadership in hard disk drives, solid-state drives, and storage systems.
12 Best Data Storage Stocks to Buy Right Now
This article identifies top data storage stocks for investment, focusing on Hewlett Packard Enterprise (HPE) as one example. It highlights HPE's strong financial performance, including a 14% year-over-year revenue growth, significant AI system orders, and expanding operating margins. Despite a lowered price target from Morgan Stanley due to industry caution, the company's commitment to shareholder returns and successful integration of Juniper Networks position it for sustained growth.
12 Best Data Storage Stocks to Buy Right Now
This article identifies 12 top data storage stocks for potential investment. It features Super Micro Computer, Inc. (NASDAQ:SMCI), detailing its Q2 record revenue, exceeding guidance, and its role in AI infrastructure. The company's expansion of manufacturing capacity globally highlights its strategic positioning in the growing data storage market.
Some US investors pivot to infrastructure amid broader AI selloff
As concerns grow over the high valuations of AI tech giants, some investors are reallocating their focus to infrastructure companies that support AI's physical demands. This shift is leading to the creation of new financial products, with many infrastructure-related stocks showing double-digit gains this year. While caution is advised due to rising valuations in the AI infrastructure sector, companies providing essential services like chip manufacturing, data centers, and power utilities are seeing increased investment.
Nvidia CEO Jensen Huang claims company will unveil “a chip that will surprise people” at GTC next month
Nvidia CEO Jensen Huang has announced that the company will unveil a new chip at its upcoming GTC event in San Jose, California, which he expects to "surprise people". This statement followed a dinner with engineers from Nvidia and SK Hynix, highlighting the close collaboration between the two companies. SK Hynix is a key supplier of HBM chips for Nvidia's upcoming Rubin architecture, and despite current technological limits, Huang expressed confidence in their team's ability to innovate.
Applied Materials (AMAT) Is Up 8.7% After Strong Q1 Results And Major AI-Focused Expansion Moves
Applied Materials (AMAT) reported strong Q1 2026 results with significant revenue and net income, alongside resolving an export-control matter. The company is heavily investing in AI infrastructure, including new chipmaking tools and a $5 billion R&D center, and projects strong revenue for Q2 2026. These developments reinforce its growth narrative, driven by AI demand and recent customer spending, despite ongoing geopolitical risks related to export controls.
Oppenheimer lowers Insulet stock price target to $300 on estimates
Oppenheimer has lowered its price target for Insulet Corporation (NASDAQ:PODD) to $300 from $365, while maintaining an Outperform rating. This adjustment follows strong Q4 2025 results that exceeded estimates and positive fiscal 2026 guidance. Despite the lowered price target, Insulet is considered undervalued by InvestingPro data, with significant potential for growth, particularly in the Type 2 diabetes patient segment.
Broadcom unveils first 6G-ready radio chip for AI data surge
Broadcom has launched BroadPeak BCM85021, a 0.4–8.5 GHz radio digital front-end SoC, designed for massive MIMO and RRHs, that offers up to a 40% power reduction. This 5nm chip supports upcoming 5G Advanced and 6G bands, including n104 and 7–8.5 GHz frequencies. The device is currently shipping samples to early access customers and partners, aiming to support the increasing data demands driven by AI applications.
Finally! A Value ETF Tripled the S&P 500’s Return And Investors Can Take A Victory Lap
The iShares MSCI USA Value Factor ETF (VLUE) has significantly outperformed the S&P 500, returning 38.25% over the past year through February 2026, more than tripling the SPDR S&P 500 ETF Trust (SPY). This performance highlights a shift towards value investing, despite VLUE's unconventional 35.1% allocation to Information Technology led by semiconductor stocks like Micron and Intel. While VLUE offers systematic value exposure, its tech concentration brings cyclical volatility and a higher turnover, distinguishing it from traditional defensive value funds.
The AI Memory Supercycle: A Deep Dive into Micron Technology (MU) in 2026
Micron Technology (MU) has transformed into a critical component of the AI infrastructure, moving beyond its cyclical past due to high demand for High Bandwidth Memory (HBM) and enterprise storage. The company is experiencing a "structural supercycle," driven by its technological leadership in HBM3E and HBM4, and bolstered by significant U.S. government subsidies. CEO Sanjay Mehrotra's leadership has shifted the company's focus to high-margin AI applications, resulting in strong financial performance and a bullish investor outlook despite geopolitical and market cyclicality risks.
Does Caterpillar Stock Have More Upside?
Caterpillar (CAT) stock is seeing strong momentum, driven by new high-margin revenue from AI data center buildouts, significantly boosting its Power & Energy segment. The company boasts a record $51.2 billion order backlog and solid fundamentals, including good cash flow, strong margins, and a low-debt structure. However, this growth is offset by margin compression due to tariffs and manufacturing costs, creating a neutral sentiment among investors regarding its immediate profitability despite robust demand.
Zacks Investment Ideas feature highlights Nvidia, Taiwan, Bloom Energy, Alphabet, Microsoft, Amazon, Intel, Nebius and Micron
The article highlights recent 13F filings, which reveal the investment strategies of major institutional investors in AI-related stocks. It details purchases by Druckenmiller in Bloom Energy, Dalio in large-cap tech like Nvidia and Microsoft, Nvidia's investment in Intel, BlackRock's significant position in Nebius, and Tepper doubling his Micron holdings, all against the backdrop of the accelerating AI revolution.
Qualcomm to invest up to $150 Million for strategic AI Venture Fund in India
Qualcomm has announced plans to invest up to $150 million in India's technology and AI startup ecosystem through its venture arm, Qualcomm Ventures. The investments will target startups at all stages, with a key focus on AI applications in automotive, IoT, robotics, and mobile. This initiative aims to support India's vibrant innovation landscape and advance edge AI, building on Qualcomm's existing commitments and expertise in the region.
Glass Interposers Market Is Going to Boom | Intel Corporation •
A new report by Coherent Market Insights Pvt. Ltd, titled "Glass Interposers Market Size, Share & Trends Forecast 2026-2033," provides an in-depth analysis of the global and regional dynamics of the Glass Interposers market. The report highlights the competitive landscape, key market segments, value chain analysis, and emerging technological and regulatory trends, offering actionable insights for business leaders and new market entrants. Driven by evolving consumer demand, technological advancements, and favorable regulatory frameworks, the market is poised for significant growth, with key players including Intel, IBM, and TSMC.
Can Higher-Capacity HAMR Momentum Power Seagate's Long-Term Upside?
Seagate Technology Holdings (STX) is positioned for long-term growth driven by its Heat-Assisted Magnetic Recording (HAMR) technology, which addresses the surging demand for high-capacity storage. The company has seen significant adoption of its HAMR drives by hyperscale cloud and enterprise customers, with its Mozaic platform enabling denser storage and improved financial margins. While competitors like Western Digital (WDC) and Micron Technology (MU) are also advancing in storage and memory solutions, Seagate's HAMR ramp and disciplined capital spending are expected to solidify its market position.
Protagonist Therapeutics director Williams sells $1.48 million in shares
Protagonist Therapeutics director Lewis T. Williams sold 18,000 shares of common stock for $1.48 million on February 17, 2026, after exercising options to acquire the same number of shares. Following these transactions, Williams directly owns 7,825 shares. The company has recently received positive analyst updates and price target increases from firms like H.C. Wainwright, Truist Securities, JPMorgan, Citizens, and Jefferies, noting progress on its lead assets, rusfertide and icotrokinra.
Lam Research Expands Boise Investment to Support U.S. Chip Growth
Lam Research Corp. has opened a new office in Boise, Idaho, to support approximately 150 personnel focused on collaborative research, development, and high-volume manufacturing for Micron's memory technology. This expansion is part of Lam's multi-year strategy to enhance its operational and innovation capabilities, especially to support chipmakers in the AI era. The move strengthens U.S. semiconductor manufacturing and fosters talent development in the region.
Jim Cramer Linked Broadcom (AVGO) & Computer Storage Stocks
Jim Cramer discussed Broadcom Inc. (NASDAQ:AVGO) in relation to computer storage stocks, suggesting that a decline in storage stock prices like Micron, Western Digital, Seagate, and SanDisk could lead to a rally in Broadcom, NVIDIA, and AMD. Broadcom's shares have seen a 42% increase over the past year and DA Davidson initiated coverage with a Neutral rating due to potential limited growth in ASICs despite tailwinds from AI chip demand. Jefferies maintained a Buy rating, highlighting Broadcom's strong position in the AI and networking industries.
Jim Cramer Linked Broadcom (AVGO) & Computer Storage Stocks
Jim Cramer discussed Broadcom (AVGO) in relation to computer storage stocks like Micron, Western Digital, Seagate, and Sandisk. He suggested that if these "shortage stocks" decline, Broadcom, NVIDIA, and AMD would rally. Broadcom's stock is up 42% over the past year but down 6.5% YTD, with analysts offering mixed ratings and price targets.
Desale Pravin, SVP at Lattice Semi, sells $65k in shares
Desale Pravin, SVP of R&D at Lattice Semiconductor Corp (NASDAQ:LSCC), sold 685 shares of company stock for a total of $65,379. This transaction, executed under a 10b5-1 plan, leaves Desale owning 82,668 shares directly. The sale follows Lattice Semiconductor's strong Q4 fiscal 2025 revenue and positive Q1 2026 guidance, leading to several analysts raising their price targets for the company.
Seadrill Ltd stock hits 52-week high at 43.67 USD
Seadrill Ltd (SDRL) stock has reached a new 52-week high of $43.67, driven by strong performance including a 45.5% price return over six months. Despite its premium valuation and analysts forecasting negative earnings for fiscal year 2025, the company recently secured new drilling contracts worth $235 million, extending its backlog. BTIG also raised its price target for Seadrill from $33 to $40, maintaining a Buy rating.
Billionaire David Tepper Goes Big on Micron, Meta, and Alphabet in AI All-In
Billionaire hedge fund manager David Tepper's Appaloosa Management has significantly increased its stakes in Alphabet (GOOGL), Micron Technology (MU), and Meta Platforms (META), signaling a strong "all-in" bet on AI infrastructure. This move is detailed in his latest 13F filing, where he also reduced positions in Alibaba (BABA) and Amazon (AMZN), indicating a shift away from China exposure and towards companies heavily investing in AI. Tepper's strategy emphasizes the potential for massive returns from the significant CapEx investments these companies are making in AI.
Can Higher-Capacity HAMR Momentum Power Seagate's Long-Term Upside?
Seagate Technology Holdings plc (STX) is leveraging its Heat-Assisted Magnetic Recording (HAMR) technology to meet the rising demand for high-capacity storage driven by AI and cloud computing. The company is actively shipping its HAMR-based drives and has secured significant customer adoptions, with nearline capacity fully booked through 2026. This technology is expected to enhance Seagate's financial profile through improved margins and cost efficiency, positioning it well in the competitive storage market against rivals like Western Digital and Micron Technology.
Micron Technology's Stock Soars 250% Amid AI Demand Surge
Micron Technology's stock has surged 250% since September, driven by escalating demand for high bandwidth memory (HBM) for AI and a shortage of DRAM memory chips, leading to significant price increases and expanded gross margins. Analysts have raised earnings expectations, with the company planning to invest $20 billion in capital expenditures for fiscal 2026 to further capitalize on AI growth. Despite potential industry cyclicality, market confidence remains strong, with discussions around Micron potentially reaching a $1 trillion valuation.
Apple’s Services Juggernaut Hits Record Highs Amid Growing Hardware Headwinds
Apple Inc. reported record-high revenues of $143.8 billion for Q1 2026, driven by strong iPhone 17 sales and a significant surge in high-margin Services revenue. Despite this financial success, Wall Street remains cautious due to rising component costs, a projected global smartphone market contraction, and delays in the "Siri 2.0" AI rollout. The article highlights Apple's successful transition towards a services-first profit model, but questions remain about the long-term sustainability of hardware margins and the impact of AI integration challenges.
MU vs. TSM: Which Semiconductor Stock Has the Edge Right Now?
This article compares Micron Technology (MU) and Taiwan Semiconductor Manufacturing Company (TSM), two key players in the AI semiconductor market, to determine which offers a better investment opportunity. While both companies are poised to benefit from surging AI demand, Micron is presented as having a stronger near-term growth outlook and a more attractive valuation compared to TSMC, despite TSMC's market dominance and aggressive capital expenditures. Both stocks currently hold a Zacks Rank #1 (Strong Buy).
AI Losers Get Another Chance at Janus Henderson Sustainable Fund
The manager of Janus Henderson’s flagship sustainable fund, Hamish Chamberlayne, is investing in "AI loser" companies like Experian Plc and S&P Global Inc., believing their valuations are currently too low due to AI-related market turmoil. He emphasizes that companies with proprietary data or IP will be resilient long-term and sees attractive valuations in these firms despite them being overlooked by investors focusing solely on AI winners. Chamberlayne also highlights that the fund is increasing its exposure to companies providing critical enabling technologies for AI data centers, such as Micron Technology Inc. and Seagate Technology Holdings Plc.
Should You Pay Attention To Caterpillar Stock’s Momentum?
Caterpillar (CAT) stock is experiencing strong momentum due to its involvement in building AI data centers, leading to significant new orders and accelerating segment growth. While the company boasts solid fundamentals, including strong margins and a large order backlog, the investment debate centers on whether this growth can offset margin compression from tariffs and manufacturing costs. The prevailing sentiment is neutral, acknowledging both the strong tailwinds and the profit-eroding challenges.
Is Lam Research (LRCX) a Buy as Wall Street Analysts Look Optimistic?
Lam Research (LRCX) currently holds an average brokerage recommendation (ABR) of 1.52, indicating a strong positive outlook from 33 firms, with a significant majority rating it as a "Strong Buy." However, the article cautions against relying solely on ABRs due to potential brokerage biases, instead recommending validation with the Zacks Rank, which for Lam Research is currently a #1 (Strong Buy) based on positive earnings estimate revisions.
The Data Center AI Spending Boom Hides a Dirty Little Secret
The surge in AI adoption has led to record capital expenditures by tech giants for data centers, expected to reach $600 billion in 2026. However, a significant portion of this spending, up to 45%, is driven by soaring memory chip prices due to persistent shortages. Micron Technology is positioned to benefit from this, reporting strong revenue and EPS growth despite the cyclical nature of the memory market.
Appaloosa Management Reduces Stake in JD.com (JD)
Appaloosa Management, led by David Tepper, has decreased its stake in JD.com (JD) while increasing investments in major tech companies like Micron, Alphabet, and Meta. Despite JD.com facing financial stress and an Altman Z-Score indicating potential issues, its valuation metrics suggest the stock is significantly undervalued. The company, a major Chinese e-commerce platform, shows potential with expanding operating margins and moderate revenue growth.
