Dec 31, 2025 • Yahoo Finance
BULLISH
The Zacks Analyst Blog Highlights Robinhood Markets, Micron Technology, Ciena and Credo Technology
This Zacks Analyst Blog highlights Robinhood Markets (HOOD), Micron Technology (MU), Ciena (CIEN), and Credo Technology (CRDO) as strong buy candidates for 2026, positioning them as better investment opportunities than volatile cryptocurrencies like Bitcoin. The article details why each company is expected to see significant growth, driven by factors such as increased transaction revenues, AI-driven memory demand, network infrastructure spending, and innovative product pipelines. All four stocks boast a Zacks Rank #1 (Strong Buy) and high Growth Style Scores.
Dec 31, 2025 • ts2.tech
SOMEWHAT-BEARISH
Applied Materials stock snaps 7-day rally as China pushes “50% domestic tools” rule
Applied Materials shares fell 1.2% on Tuesday, snapping a seven-session winning streak, after a Reuters report indicated China is requiring chipmakers to source at least 50% of new-fab equipment domestically. This policy, though not publicly documented, raises concerns for foreign tool suppliers like Applied Materials as China remains a key buyer in the semiconductor equipment market. Investors are now watching how this development, alongside existing U.S. export controls and upcoming earnings, will impact the company's future performance.
Dec 31, 2025 • ts2.tech
SOMEWHAT-BEARISH
Western Digital (WDC) stock slides after hours as year-end AI storage rally cools
Western Digital (WDC) shares dropped about 2% in after-hours trading, settling at $176.06, following a year of significant gains driven by AI-related data-center demand. The late-day softness reflects potential rebalancing and profit-taking by investors as the year closes, despite the company's strong performance in 2025. The upcoming earnings season will be crucial for assessing whether AI infrastructure spending continues to boost enterprise storage shipments and pricing for Western Digital.
Dec 30, 2025 • ts2.tech
SOMEWHAT-BEARISH
Sandisk stock today: SNDK slips after-hours as company sets Jan. 29 earnings date
Sandisk shares (SNDK) slipped in after-hours trading after the company announced its fiscal second-quarter earnings call for January 29, 2026. The stock's significant gains throughout 2025 have led to increased sensitivity around company updates, with traders watching for potential profit-taking. Investors are focusing on data-center demand, progress with hyperscalers, and the ramp of BiCS8 technology in the upcoming earnings report.
Dec 30, 2025 • The Globe and Mail
SOMEWHAT-BULLISH
2 AI Stocks Outpacing NVIDIA in 2025 With Bigger Gains Ahead
While NVIDIA has seen a significant rise in 2025 due to AI demand, Micron Technology and Palantir Technologies have outperformed it with even greater stock gains. Micron's success is driven by high-bandwidth memory (HBM) chip demand and strong quarterly revenues, while Palantir's Artificial Intelligence Platform (AIP) is fueling growth in both U.S. commercial and government sectors. Both companies are projected for substantial earnings growth in the coming year, making them compelling AI investment options.
Dec 30, 2025 • Stock Titan
SOMEWHAT-BULLISH
Chip materials maker raises $100M to boost indium phosphide output
AXT, Inc. (NasdaqGS: AXTI) has successfully closed a $100 million public offering of common stock, including the full exercise of underwriters' option to purchase additional shares. The company plans to use the net proceeds to significantly increase manufacturing capacity for indium phosphide substrates by its subsidiary, Beijing Tongmei Xtal Technology Co., Ltd., to meet growing industry demand. These funds will also support research and development and general corporate purposes.