AI scientist, entrepreneur, and investor, Rana el Kaliouby, is worried that AI could become another ‘boys’ club’ in the tech industry. At the SXSW conference in Austin on Sunday, el Kaliouby shared her view that a lack of diversity in the field could lead to economic disadvantages for women in tech, with further ramifications. “I think AI today is a boys’ club. I think diversity is not a very popu...
AI scientist, entrepreneur, and investor, Rana el Kaliouby, is worried that AI could become another ‘boys’ club’ in the tech industry. At the SXSW conference in Austin on Sunday, el Kaliouby shared her view that a lack of diversity in the field could lead to economic disadvantages for women in tech, with further ramifications. “I think AI today is a boys’ club. I think diversity is not a very popular conversation topic these days, but I think it’s so important because AI is creating incredible economic opportunity,” el Kaliouby said on stage, when asked if the perception of AI being a boys’ club was a myth. (The interviewer showed a series of headlines from TechCrunch showcasing AI startups with male founders to demonstrate the point.) El Kaliouby, who sold her emotion-detection software company Affectiva in 2021 and is now co-founder and General Partner at Blue Tulip Ventures, said that three out of four investments at her investment firm are in startups with women CEOs. “I don’t ‘just’ invest in women,” she clarified. “But I really try to seek these women founders and support them, if not by a check, but in other ways, because they’re not getting the opportunity that they should and they need.” “If women are left out — because they’re not founding these companies, because they’re not getting the funding, because they’re not even investing in the funds that are investing in these companies — we’re going to look back five years from now or a decade from now, and…we’re going to have widened the economic gap like crazy. So this is something that really concerns me,” el Kaliouby noted. Her reference to the current “unpopularity” of the topic of diversity follows the Trump administration’s rollback of Diversity, Equity, and Inclusion (DEI) programs and initiatives, which then spilled over to the tech industry. These changes don’t just impact how tech companies hire, but also how their products are developed. In AI, for instance, companies may feel pressure to align thei...
Micron Technology (MU) experienced an upward price movement, driven by a confluence of positive developments primarily centered around its strategic positioning in the artificial intelligence (AI) memory market. A significant factor contributing to this sentiment is the company's recently completed acquisition of Powerchip Semiconductor Manufacturing Corporation's P5 site in Taiwan on March 15, 20...
Micron Technology (MU) experienced an upward price movement, driven by a confluence of positive developments primarily centered around its strategic positioning in the artificial intelligence (AI) memory market. A significant factor contributing to this sentiment is the company's recently completed acquisition of Powerchip Semiconductor Manufacturing Corporation's P5 site in Taiwan on March 15, 2026. This acquisition is crucial for expanding Micron's production capacity for dynamic random-access memory (DRAM) and high-bandwidth memory (HBM), which are in high demand due to the ongoing AI boom. Micron plans to retrofit the acquired cleanroom space and commence shipments from this facility in fiscal 2028, with further expansion plans for a second comparable facility by the end of fiscal 2026. Adding to the positive momentum, Micron announced high-volume production and shipments of its advanced HBM4 36GB 12H memory, specifically designed for NVIDIA's Vera Rubin platform, coinciding with NVIDIA GTC 2026. This new memory solution offers significantly improved bandwidth and power efficiency compared to its predecessor. Additionally, the company has begun high-volume production of the industry's first PCIe Gen6 SSD and 192GB SOCAMM2, both optimized for AI and high-performance computing (HPC) workloads. These product launches demonstrate Micron's technological leadership and its ability to meet the rigorous demands of next-generation AI infrastructure, bolstering investor confidence in its market share potential. Furthermore, market sentiment remains robust, fueled by the strong and persistent demand for AI-driven memory solutions, with Micron's HBM capacity already reported as sold out for 2026. This tight supply environment and the company's proactive capacity expansion are key drivers. Analyst community has responded positively to these developments, with multiple firms issuing upgrades and increasing their price targets for Micron's stock, reflecting optimistic outlooks...
Getty Images My previous cautious article about Novo Nordisk ( NVO ) as of December 2025 aged quite well because the stock currently trades approximately 20% cheaper than it did back then. Of course, after such a notable share price decline, valuation of NVO theoretically became more attractive. Moreover, the dividend yield is near 5%. Thus, NVO might be a good option for investors seeking deep va...
Getty Images My previous cautious article about Novo Nordisk ( NVO ) as of December 2025 aged quite well because the stock currently trades approximately 20% cheaper than it did back then. Of course, after such a notable share price decline, valuation of NVO theoretically became more attractive. Moreover, the dividend yield is near 5%. Thus, NVO might be a good option for investors seeking deep value and solid yield. However, I believe that low multiples are justified by the company's rapidly eroding market share in the obesity treatment industry. Moreover, recent developments around regulatory friction add a quite uncomfortable layer of uncertainty. All in all, I still prefer to stay away from NVO and reiterate a "Hold" rating. Recent developments NVO released its latest quarterly earnings on February 3, delivering a dual beat against consensus. Besides positive earnings surprise, investors did not have so many reasons to be happy with NVO's Q4. The company's revenue growth rate continued declining for the fourth consecutive quarter, dropping from 12.4% in Q3 to less than 5% in Q4. While the topline still demonstrated some growth, profitability continued deteriorating. The company's gross margin declined by more than 300-bps on a YoY basis, as NVO continued suffering from intensifying competition in the GLP-1 market. Seeking Alpha The obesity treatment market is a thriving industry, and any rapidly growing market attracts new entrants. Therefore, the risk of further competition intensifying is still significant for NVO. On the one hand, the company has competitive advantages against new entrants because of its strong brand name and the flagship Ozempic product. On the other hand, these theoretically strong strategic advantages did not protect NVO from losing its GLP-1 leadership to Eli Lilly ( LLY ). Let me remind readers that NVO was the company that transformed GLP-1 solutions from a niche therapy into the global multi-billion industry with its Ozempic and Wegovy...
Singapore ’s Prime Minister Lawrence Wong has kicked off his visit to Japan , where he is expected to address strategies with counterpart Sanae Takaichi on enhancing cooperation against a backdrop of economic uncertainty brought on by the Iran war. Both leaders are likely to tread cautiously in discussions to avoid antagonising any superpower, analysts say. The three-day trip, which began on Tuesd...
Singapore ’s Prime Minister Lawrence Wong has kicked off his visit to Japan , where he is expected to address strategies with counterpart Sanae Takaichi on enhancing cooperation against a backdrop of economic uncertainty brought on by the Iran war. Both leaders are likely to tread cautiously in discussions to avoid antagonising any superpower, analysts say. The three-day trip, which began on Tuesday, marks Wong’s first official visit to Japan since he became Singapore’s prime minister in May 2024. Advertisement In an opinion piece published in Nikkei on Tuesday, Wong said both nations could strengthen their “already robust” economic ties and explore collaboration in areas such as artificial intelligence and the digital economy. Singapore and Japan’s existing partnership provided “firm foundations for navigating this changed world”, which Wong described as one “marked by intense uncertainty, fragmentation and disruption”. Advertisement “As like-minded countries with a shared commitment to free trade and rules-based multilateralism, there is much more that we can do together,” he said.
Broadcom (AVGO +1.43%) has been a phenomenal artificial intelligence (AI) stock over the past three years, rising 449% thanks to rising demand for the company's processors as large tech companies fight for AI dominance. And more gains could be on the way. Analysts' average price target for Broadcom stock over the next 12 to 18 months is about $463. That would represent a gain of about 38% at the s...
Broadcom (AVGO +1.43%) has been a phenomenal artificial intelligence (AI) stock over the past three years, rising 449% thanks to rising demand for the company's processors as large tech companies fight for AI dominance. And more gains could be on the way. Analysts' average price target for Broadcom stock over the next 12 to 18 months is about $463. That would represent a gain of about 38% at the stock's current price, which seems possible given current AI spending and Broadcom's position in the hardware space. Broadcom is a leader in AI processor hardware Broadcom designs and manufactures application-specific integrated circuits (ASICs) that have quickly become an important part of AI data centers. The company's customers include leading tech companies like Meta and Alphabet. Counterpoint Research estimates that despite rising competition, Broadcom will remain the leader in AI-focused ASICs, with 60% market share by 2027. The most recent proof of Broadcom's benefit from this lead can be seen in the company's recently reported first-quarter results. Revenue increased by 29% to $19.3 billion, and non-GAAP earnings per share rose by 28% to $2.05. Notably, Broadcom's AI revenue jumped 106% from the year-ago quarter to $8.4 billion. And more growth is on the way, with CEO Hock Tan saying AI revenue growth is "accelerating," and the company expects AI semiconductor sales to be $10.7 billion in the second quarter. With these strong results and the company's lead in the ASICs processor market, Broadcom is in a perfect position to continue growing. Expand NASDAQ : AVGO Broadcom Today's Change ( 1.43 %) $ 4.52 Current Price $ 320.45 Key Data Points Market Cap $1.5T Day's Range $ 308.56 - $ 323.27 52wk Range $ 138.10 - $ 414.61 Volume 1.1M Avg Vol 26M Gross Margin 64.96 % Dividend Yield 0.76 % Soaring AI spending could help accelerate Broadcom stock Broadcom's leading position in AI processors is bolstered by the fact that large technology companies are accelerating their inve...
Our Discounted Cash Flow (DCF) analysis suggests Micron Technology may be overvalued by 112.4%. Discover 47 high quality undervalued stocks or create your own screener to find better value opportunities. Pulling those cash flows back to today using a discount rate produces an estimated intrinsic value of about $207.96 per share. Against the recent share price of US$441.80, this implies the stock i...
Our Discounted Cash Flow (DCF) analysis suggests Micron Technology may be overvalued by 112.4%. Discover 47 high quality undervalued stocks or create your own screener to find better value opportunities. Pulling those cash flows back to today using a discount rate produces an estimated intrinsic value of about $207.96 per share. Against the recent share price of US$441.80, this implies the stock is about 112.4% above the DCF estimate, so on this model Micron screens as clearly overvalued rather than close to fair value. For Micron Technology, the model used is a 2 Stage Free Cash Flow to Equity approach based on cash flow projections. The latest twelve month free cash flow is about $5.84b. Analyst and extrapolated estimates suggest annual free cash flow figures through to 2035, with an example projection of $17.48b in 2030. Simply Wall St uses direct analyst inputs where available and then extends the series using its own assumptions for the later years. A Discounted Cash Flow, or DCF, model projects a company’s future cash flows and then discounts them back to today’s value to estimate what the business could be worth per share right now. Micron Technology scores just 2/6 on our valuation checks. See what other red flags we found in the full valuation breakdown . Micron currently has a valuation score of 2 out of 6 . The sections that follow will walk through traditional valuation approaches and then conclude with a way to look at value that connects the numbers to the broader investment story. Recent news flow has centered on Micron's role in areas that investors closely watch, such as semiconductors used for high performance computing, data centers and artificial intelligence workloads. This context helps explain why the share price has been sensitive to headlines about chip demand, supply conditions and capital spending across the sector. The stock recently closed at US$441.80, with returns of 13.5% over 7 days, 7.3% over 30 days, 40.1% year to date and 329.9% o...
Our Discounted Cash Flow (DCF) analysis suggests Micron Technology may be overvalued by 112.4%. Discover 47 high quality undervalued stocks or create your own screener to find better value opportunities. Pulling those cash flows back to today using a discount rate produces an estimated intrinsic value of about $207.96 per share. Against the recent share price of US$441.80, this implies the stock i...
Our Discounted Cash Flow (DCF) analysis suggests Micron Technology may be overvalued by 112.4%. Discover 47 high quality undervalued stocks or create your own screener to find better value opportunities. Pulling those cash flows back to today using a discount rate produces an estimated intrinsic value of about $207.96 per share. Against the recent share price of US$441.80, this implies the stock is about 112.4% above the DCF estimate, so on this model Micron screens as clearly overvalued rather than close to fair value. For Micron Technology, the model used is a 2 Stage Free Cash Flow to Equity approach based on cash flow projections. The latest twelve month free cash flow is about $5.84b. Analyst and extrapolated estimates suggest annual free cash flow figures through to 2035, with an example projection of $17.48b in 2030. Simply Wall St uses direct analyst inputs where available and then extends the series using its own assumptions for the later years. A Discounted Cash Flow, or DCF, model projects a company’s future cash flows and then discounts them back to today’s value to estimate what the business could be worth per share right now. Micron Technology scores just 2/6 on our valuation checks. See what other red flags we found in the full valuation breakdown . Micron currently has a valuation score of 2 out of 6 . The sections that follow will walk through traditional valuation approaches and then conclude with a way to look at value that connects the numbers to the broader investment story. Recent news flow has centered on Micron's role in areas that investors closely watch, such as semiconductors used for high performance computing, data centers and artificial intelligence workloads. This context helps explain why the share price has been sensitive to headlines about chip demand, supply conditions and capital spending across the sector. The stock recently closed at US$441.80, with returns of 13.5% over 7 days, 7.3% over 30 days, 40.1% year to date and 329.9% o...
Our Discounted Cash Flow (DCF) analysis suggests Micron Technology may be overvalued by 112.4%. Discover 47 high quality undervalued stocks or create your own screener to find better value opportunities. Pulling those cash flows back to today using a discount rate produces an estimated intrinsic value of about $207.96 per share. Against the recent share price of US$441.80, this implies the stock i...
Our Discounted Cash Flow (DCF) analysis suggests Micron Technology may be overvalued by 112.4%. Discover 47 high quality undervalued stocks or create your own screener to find better value opportunities. Pulling those cash flows back to today using a discount rate produces an estimated intrinsic value of about $207.96 per share. Against the recent share price of US$441.80, this implies the stock is about 112.4% above the DCF estimate, so on this model Micron screens as clearly overvalued rather than close to fair value. For Micron Technology, the model used is a 2 Stage Free Cash Flow to Equity approach based on cash flow projections. The latest twelve month free cash flow is about $5.84b. Analyst and extrapolated estimates suggest annual free cash flow figures through to 2035, with an example projection of $17.48b in 2030. Simply Wall St uses direct analyst inputs where available and then extends the series using its own assumptions for the later years. A Discounted Cash Flow, or DCF, model projects a company’s future cash flows and then discounts them back to today’s value to estimate what the business could be worth per share right now. Micron Technology scores just 2/6 on our valuation checks. See what other red flags we found in the full valuation breakdown . Micron currently has a valuation score of 2 out of 6 . The sections that follow will walk through traditional valuation approaches and then conclude with a way to look at value that connects the numbers to the broader investment story. Recent news flow has centered on Micron's role in areas that investors closely watch, such as semiconductors used for high performance computing, data centers and artificial intelligence workloads. This context helps explain why the share price has been sensitive to headlines about chip demand, supply conditions and capital spending across the sector. The stock recently closed at US$441.80, with returns of 13.5% over 7 days, 7.3% over 30 days, 40.1% year to date and 329.9% o...
Finnish smart ring maker Oura is finally launching in India, taking on local rivals such as Ultrahuman in a relatively young smart ring market that is becoming price-sensitive thanks to an influx of low-cost options. Oura is selling its Ring 4 starting at ₹28,900 (about $313), and going up to ₹39,900 (around $432), alongside a ₹599 (about $6) monthly membership. In the U.S., the ring starts at $34...
Finnish smart ring maker Oura is finally launching in India, taking on local rivals such as Ultrahuman in a relatively young smart ring market that is becoming price-sensitive thanks to an influx of low-cost options. Oura is selling its Ring 4 starting at ₹28,900 (about $313), and going up to ₹39,900 (around $432), alongside a ₹599 (about $6) monthly membership. In the U.S., the ring starts at $349 with a $5.99 subscription. In comparison, Ultrahuman’s Ring Air is priced at ₹28,499 (around $308), and its new Ring Pro sells for ₹42,990 (about $465). India’s smart ring market remains small, with shipments falling 30.6% in 2025 compared to a year earlier, and average selling prices declining 8.7% to $159.7, according to IDC, as lower-cost brands expand their presence in the country. The decline reflects the category’s relatively new status in India, where smart rings remain a niche product, with limited awareness and relatively high prices despite the availability of lower-cost options, Vikas Sharma, senior market analyst for wearable devices at IDC, said. The segment saw initial momentum as an emerging tech trend, but that growth has not been sustained, he added. Marketing efforts have also been muted as most vendors prioritize larger markets. The segment’s growth has also been constrained by limited competition beyond a handful of players, as the category lacks a broader ecosystem to drive awareness and innovation, Sharma told TechCrunch. Ultrahuman led the smart ring category in India last year, with a 30.4% share, followed by Gabit, which held 18.3%, per IDC. Oura is positioning the Ring 4 as a premium health device, combining hardware with a subscription service that delivers personalised insights on sleep, activity and recovery. That combination of positioning and services sets the company apart from many local players, who largely compete on price. Techcrunch event Disrupt 2026: The tech ecosystem, all in one room Your next round. Your next hire. Your next break...
SoundHound AI, Inc. SOUN is positioning itself at the center of a major shift in customer service, where automation, voice AI and agentic systems are redefining how businesses interact with users. The company’s latest earnings call highlights how its AI-driven platform is gaining traction across industries, signaling both strong growth potential and structural disruption. SOUN delivered robust mom...
SoundHound AI, Inc. SOUN is positioning itself at the center of a major shift in customer service, where automation, voice AI and agentic systems are redefining how businesses interact with users. The company’s latest earnings call highlights how its AI-driven platform is gaining traction across industries, signaling both strong growth potential and structural disruption. SOUN delivered robust momentum in 2025, with revenues nearly doubling year over year and fourth-quarter sales rising 59%. This growth was fueled by widespread adoption of its conversational AI solutions across sectors like healthcare, telecom, automotive and financial services. The company signed more than 100 deals in the fourth quarter alone, reflecting rising enterprise demand for automation tools that enhance efficiency and customer engagement. At the core of this expansion is SoundHound’s “Agentic AI” platform, which enables businesses to automate complex workflows across multiple touchpoints, from call centers to cars and mobile apps. Its unified architecture allows companies to deploy AI agents seamlessly, improving scalability and reducing reliance on human labor. Notably, some clients reported significant gains, including handling over one-third of appointment scheduling through AI and cutting billing-related labor costs by 20%. The company’s outcome-based pricing model further strengthens its value proposition. Instead of charging per seat, SoundHound earns more as automation improves, aligning its incentives with customer success. Rising containment rates, often exceeding 90% in certain use cases, highlight the platform’s effectiveness and revenue potential. Looking ahead, SOUN expects 2026 revenues between $225 million and $260 million, supported by a strong pipeline and expanding use cases. While profitability remains a work in progress, improving margins and operating leverage signal a path toward breakeven. SoundHound’s AI-driven automation is not just enhancing customer service, thi...
Gary Yeowell Oppenheimer named Lindblad Expeditions Holdings ( LIND ) an interesting investing opportunity. The firm launched coverage of the cruise line operator with an Outperform rating. Analyst Suraj Kalia said as the largest player in the high-end, experiential travel category, the firm thinks Lindblad Expeditions ( LIND ) represents a compelling investment opportunity. The company's fleet of...
Gary Yeowell Oppenheimer named Lindblad Expeditions Holdings ( LIND ) an interesting investing opportunity. The firm launched coverage of the cruise line operator with an Outperform rating. Analyst Suraj Kalia said as the largest player in the high-end, experiential travel category, the firm thinks Lindblad Expeditions ( LIND ) represents a compelling investment opportunity. The company's fleet of 23 cruise/charter vessels and numerous land-based operations (safaris, cycling tours, etc.) are seen providing a highly differentiated, adventure-based experience for the world’s top bucket-list destinations, such as Antarctica, Alaska, the Galápagos Islands, and Iceland. "Lindblad has numerous tailwinds in its favor, including a growing, well-heeled customer base (average net worth ~$3M), the ongoing shift towards experiences, and operational improvements implemented by the new management team to improve utilization," highlighted Kalia. Oppenheimer assigned a price target of $25 to Lindblad ( LIND ). 5 out of 6 research firms covering the cruise line operator have a Buy-equivalent rating on the stock. Shares of Lindblad Expeditions ( LIND ) are up more than 20% on a year-to-date basis. The Seeking Alpha Quant Rating on LIND is flashing Buy. More on Lindblad Expeditions Lindblad Expeditions Holdings, Inc. (LIND) Q4 2025 Earnings Call Transcript Lindblad Expeditions targets $800M–$850M 2026 revenue as booking momentum accelerates Lindblad Expeditions GAAP EPS of -$0.45 misses by $0.12, revenue of $183.2M beats by $15.54M Seeking Alpha’s Quant Rating on Lindblad Expeditions Historical earnings data for Lindblad Expeditions
(RTTNews) - Shares of Fabrinet (FN) are moving down about 4 percent on Tuesday morning trading following the announcement of its partnership with iPronics, a provider of programmable silicon photonics for AI datacenter networking. The company's stock is currently trading at $491.61, down 4.14 percent or $21.21, over the previous close of $512.82 on the New York Stock Exchange. It has traded betwee...
(RTTNews) - Shares of Fabrinet (FN) are moving down about 4 percent on Tuesday morning trading following the announcement of its partnership with iPronics, a provider of programmable silicon photonics for AI datacenter networking. The company's stock is currently trading at $491.61, down 4.14 percent or $21.21, over the previous close of $512.82 on the New York Stock Exchange. It has traded between $148.55 and $632.99 in the past one year. Under the partnership, iPronics will establish a SiPh packaging and assembly manufacturing line for next generation AI optical circuit switches at Fabrinet The views and opinions expressed herein are the views and opinions of the author and do not necessarily reflect those of Nasdaq, Inc.
Find winning stocks in any market cycle. Join 7 million investors using Simply Wall St's investing ideas for FREE. Broadcom (NasdaqGS:AVGO) has helped form the 400G Optical MSA to define new high bandwidth optical standards for AI data centers. The company is also a founding member of the Optical Compute Interconnect consortium to create open AI infrastructure connectivity specifications. These al...
Find winning stocks in any market cycle. Join 7 million investors using Simply Wall St's investing ideas for FREE. Broadcom (NasdaqGS:AVGO) has helped form the 400G Optical MSA to define new high bandwidth optical standards for AI data centers. The company is also a founding member of the Optical Compute Interconnect consortium to create open AI infrastructure connectivity specifications. These alliances aim to move the industry toward interoperable, scalable platforms for next generation hyperscale AI data centers. Broadcom enters these alliances with a share price of $324.92 and a very large 5 year return, alongside a 68.6% return over the past year. Recent shorter term moves have been mixed, with a 6% decline over the past week and a 6.5% decline year to date. Together, these figures provide a snapshot of how the market has been repricing the stock around current AI expectations. For investors watching the AI hardware ecosystem, these new standards efforts highlight where Broadcom is focusing its energy in AI data center plumbing. The shift toward open, multi vendor optical and interconnect standards could influence how value is shared across chipmakers, optical module suppliers, and hyperscale customers over time. It is an area that may warrant attention alongside any future product or partnership updates. Stay updated on the most important news stories for Broadcom by adding it to your watchlist or portfolio. Alternatively, explore our Community to discover new perspectives on Broadcom. NasdaqGS:AVGO Earnings & Revenue Growth as at Mar 2026 We've flagged 2 risks for Broadcom. See which could impact your investment. Quick Assessment ✅ Price vs Analyst Target : At US$324.92, the price sits about 31% below the US$470.64 analyst target. ⚖️ Simply Wall St Valuation : Shares are described as trading close to estimated fair value. ❌ Recent Momentum: The 30 day return is roughly flat at a 0.08% decline, which is not a strong near term signal. There is only one way to k...
Image source: The Motley Fool. Tuesday, Mar. 17, 2026 at 10:30 a.m. ET Call participants Chief Executive Officer — J. Brett McBrayer Chief Financial Officer and President, Air and Liquid Processing — David G. Anderson President, Forged and Cast Engineered Products — Samuel C. Lyon Need a quote from a Motley Fool analyst? Email [email protected] Risks The $44.7 million full-year operating loss in F...
Image source: The Motley Fool. Tuesday, Mar. 17, 2026 at 10:30 a.m. ET Call participants Chief Executive Officer — J. Brett McBrayer Chief Financial Officer and President, Air and Liquid Processing — David G. Anderson President, Forged and Cast Engineered Products — Samuel C. Lyon Need a quote from a Motley Fool analyst? Email [email protected] Risks The $44.7 million full-year operating loss in FCEP, primarily from a $41.4 million non-cash deconsolidation charge related to the UK facility closure, highlights recent operational disruptions. Management cited FX headwinds and "ramp-up costs in Sweden" as contributing to lower Q4 segment EBITDA, and noted that normalized margin realization will not occur until Q3 2026. The $11.9 million non-cash asbestos accrual adjustment reflects revised projections of a slower decline in future asbestos-related payments, adding noise to near-term earnings. Air and Liquid Processing backlog declined by $8 million, driven chiefly by the Navy’s order termination, temporarily reducing visibility despite subsequent order recovery. Takeaways Consolidated adjusted EBITDA -- $3.2 million for the quarter, down from $6 million, attributed to a pause in Forged and Cast segment orders following new global tariffs. -- $3.2 million for the quarter, down from $6 million, attributed to a pause in Forged and Cast segment orders following new global tariffs. Full-year adjusted EBITDA -- $29.2 million, up $1.1 million, marking the third straight annual increase, supported by higher revenue and lower SG&A expenses. -- $29.2 million, up $1.1 million, marking the third straight annual increase, supported by higher revenue and lower SG&A expenses. Air and Liquid Processing segment revenue -- Up 10% in Q4 and 7% for the year; 2025 was a record year in both revenue and adjusted EBITDA. -- Up 10% in Q4 and 7% for the year; 2025 was a record year in both revenue and adjusted EBITDA. Air and Liquid Processing adjusted EBITDA -- $3.3 million in Q4 versus $3.7 m...
The Nintendo Switch 2's backward compatibility with Switch games is generally pretty good, and a few games have gotten patches from their developers to allow them to take advantage of the higher resolutions the console supports, among other features. For unpatched Switch games running on the Switch 2 while it's docked, there should generally be no loss of quality compared to playing the same game ...
The Nintendo Switch 2's backward compatibility with Switch games is generally pretty good, and a few games have gotten patches from their developers to allow them to take advantage of the higher resolutions the console supports, among other features. For unpatched Switch games running on the Switch 2 while it's docked, there should generally be no loss of quality compared to playing the same game on the Switch—the game will run at 1080p on both consoles and should generally run about the same as long as there aren't other compatibility problems. But games running on the Switch 2 in handheld mode can actually look worse than they do on the original Switch, mainly because they'll still run at the original Switch's native 720p resolution, which then has to be stretched out to fit the Switch 2's 1080p display. A new Switch 2 system update released yesterday ( as reported by NintendoLife ) has introduced a partial solution for this specific problem. Version 22.0.0 of the Switch's software includes an optional feature called "Handheld Mode Boost," which can be enabled by opening the console's settings, then System settings, and scrolling down to "Nintendo Switch Software Handling." This setting will attempt to run original Switch games using the same settings they would use while docked, even while the console is in handheld mode—this usually means a step up to the Switch 2's native 1080p resolution, along with other graphical upgrades. Read full article Comments
JHVEPhoto/iStock Editorial via Getty Images Investment Thesis I downgrade Broadcom’s (NASDAQ: AVGO ) stock from Hold to SELL. The main reason is its weak non-AI business and the Infrastructure Software segment. Since my last article , AVGO have shown weak price performance. In the most recent quarter results for Q1’26, the company made it clear to me that it relies heavily on AI-related chips, whi...
JHVEPhoto/iStock Editorial via Getty Images Investment Thesis I downgrade Broadcom’s (NASDAQ: AVGO ) stock from Hold to SELL. The main reason is its weak non-AI business and the Infrastructure Software segment. Since my last article , AVGO have shown weak price performance. In the most recent quarter results for Q1’26, the company made it clear to me that it relies heavily on AI-related chips, while its software solutions - specifically following the recent acquisition of VMware – are not expanding as expected. Strong AI Business but Weak Software Growth For Q1’26, AVGO reported an impressive revenue YoY growth of 52% in its Semiconductor segment, driven mainly by strong demand from data centers and, specifically, due to the strong demand for its by high demand for its custom ships and AI networking solutions. By “network solutions” the company means to tech that interconnects CPUs, GPUs, XPUs and other components within a data center, with its flagship product being the Tomahawk 6 switch. Q1’26 Report Let me break down the company’s Q1’26 results: Semiconductor Solutions segment reached $12.5B, reflecting a 52% YoY growth and representing 65% of the company’s total revenue. From the above $12.5B, semiconductor revenue specifically for AI workloads, grew 106% YoY to $8.4B. The remaining $4.1B came from the non-AI semiconductor business, which represents flat YoY growth. Gross margin for the Semiconductor segment increased 0.3% YoY to 68%, while operating margin of 60% was up 2.6% YoY. Infrastructure Software revenue reached $6.8B, up just 1% YoY and represented 35% of AVGO’s toral revenue. Gross margin for Infrastructure Software was 93% and operating margin was 78%, up 1.9% YoY -both impressively high margins. The main driver of Infrastructure Software revenue is the VMware platform whose revenue grew 13% YoY, while annual recurring revenue ( ARR ) grew 19% YoY. About guidance, the company forecasts total revenue of $22B, up 47% YoY. From the above $22B, the Semico...
JHVEPhoto/iStock Editorial via Getty Images Investment Thesis I downgrade Broadcom’s (NASDAQ: AVGO ) stock from Hold to SELL. The main reason is its weak non-AI business and the Infrastructure Software segment. Since my last article , AVGO have shown weak price performance. In the most recent quarter results for Q1’26, the company made it clear to me that it relies heavily on AI-related chips, whi...
JHVEPhoto/iStock Editorial via Getty Images Investment Thesis I downgrade Broadcom’s (NASDAQ: AVGO ) stock from Hold to SELL. The main reason is its weak non-AI business and the Infrastructure Software segment. Since my last article , AVGO have shown weak price performance. In the most recent quarter results for Q1’26, the company made it clear to me that it relies heavily on AI-related chips, while its software solutions - specifically following the recent acquisition of VMware – are not expanding as expected. Strong AI Business but Weak Software Growth For Q1’26, AVGO reported an impressive revenue YoY growth of 52% in its Semiconductor segment, driven mainly by strong demand from data centers and, specifically, due to the strong demand for its by high demand for its custom ships and AI networking solutions. By “network solutions” the company means to tech that interconnects CPUs, GPUs, XPUs and other components within a data center, with its flagship product being the Tomahawk 6 switch. Q1’26 Report Let me break down the company’s Q1’26 results: Semiconductor Solutions segment reached $12.5B, reflecting a 52% YoY growth and representing 65% of the company’s total revenue. From the above $12.5B, semiconductor revenue specifically for AI workloads, grew 106% YoY to $8.4B. The remaining $4.1B came from the non-AI semiconductor business, which represents flat YoY growth. Gross margin for the Semiconductor segment increased 0.3% YoY to 68%, while operating margin of 60% was up 2.6% YoY. Infrastructure Software revenue reached $6.8B, up just 1% YoY and represented 35% of AVGO’s toral revenue. Gross margin for Infrastructure Software was 93% and operating margin was 78%, up 1.9% YoY -both impressively high margins. The main driver of Infrastructure Software revenue is the VMware platform whose revenue grew 13% YoY, while annual recurring revenue ( ARR ) grew 19% YoY. About guidance, the company forecasts total revenue of $22B, up 47% YoY. From the above $22B, the Semico...
After lots of rumors, it’s now official: Bethesda’s sci-fi epic Starfield is coming to the PS5. It’ll launch on Sony’s console on April 7th, and that day will also see the debut of two major updates for the game — one paid, one free — a combination that Bethesda describes as “the biggest update to the game since launch.” First up, there’s the PS5 edition, which comes around three years after Starf...
After lots of rumors, it’s now official: Bethesda’s sci-fi epic Starfield is coming to the PS5. It’ll launch on Sony’s console on April 7th, and that day will also see the debut of two major updates for the game — one paid, one free — a combination that Bethesda describes as “the biggest update to the game since launch.” First up, there’s the PS5 edition, which comes around three years after Starfield hit the Xbox and PC. (The game was once possibly destined to be a PS5 exclusive before Bethesda was acquired by Microsoft.) Bethesda says the new version will take advantage of the various features of the PS5’s DualSense controller — including the light bar, adaptive triggers, and touchpad — and on the PS5 Pro there will be two different modes, one designed to enhance frame rate, the other visuals. Previous Next 1 / 5 Image: Bethesda Softworks As for the updates, the first is a paid expansion called Terran Armada. This is a more traditional story update for the game, along the lines of 2024’s Shattered Space, which adds a brand-new questline that includes fresh characters, locations, enemies, and quests. Bethesda says that in the DLC “players get the chance to shape the future of humanity in space as they combat the incursions of the Terran Armada’s robotic forces.” But there’s also a free update, appropriately called “Free Lanes,” that will add a surprising amount to the game. That includes: new locations, including dungeons, to explore; a new resource for weapon and ship upgrades; another land vehicle; the ability to access your storage at multiple outposts; and new crew members to join your squad. And for the real sickos, there’s a welcome update for the game’s New Game Plus mode, which lets you bring a limited number of items with you on a fresh run. Previous Next 1 / 7 Image: Bethesda Softworks Bethesda describes these updates as “the next chapter for Starfield, bringing its most complete and refined experience to more players as the universe continues to expand,“...
A senior US counterterrorism official resigned on Tuesday to protest the US-Israeli war against Iran and said the Islamic Republic posed no imminent threat to the United States. “I cannot in good conscience support the ongoing war in Iran,” Joseph Kent, the director of the National Counterterrorism Centre, said in his resignation letter to President Donald Trump Iran posed no imminent threat to ou...
A senior US counterterrorism official resigned on Tuesday to protest the US-Israeli war against Iran and said the Islamic Republic posed no imminent threat to the United States. “I cannot in good conscience support the ongoing war in Iran,” Joseph Kent, the director of the National Counterterrorism Centre, said in his resignation letter to President Donald Trump Iran posed no imminent threat to our nation Joseph Kent in his resignation letter Kent – a former member of the Green Beret special forces who served 11 combat tours – said, “ Iran posed no imminent threat to our nation, and it is clear that we started this war due to pressure from Israel and its powerful American lobby.” Advertisement He is the first senior US official to resign from the Trump administration to protest the war against Iran. “Until June of 2025, you understood that the wars in the Middle East were a trap that robbed America of the precious lives of our patriots and depleted the wealth and prosperity of our nation,” Kent said in his letter to Trump. A US Air Force B-1 Lancer aircraft prepares to refuel from a KC-135 Stratotanker aircraft over the US Central Command area of responsibility in the Middle East on Friday. Photo: US Air Force/AFP “Early in this administration, high-ranking Israeli officials and influential members of the American media deployed a misinformation campaign that wholly undermined your America First platform and sowed pro-war sentiments to encourage a war with Iran,” he said.
Nvidia's competitive advantages Nvidia has become the leader in AI chips, in part due to its competitive advantages over rivals. A major one is its first-mover status. Nvidia has proven it can develop the specialized chips customers need to run their AI applications. As a result, it has established deep relationships with leading AI companies and strong brand power, making it harder for customers ...
Nvidia's competitive advantages Nvidia has become the leader in AI chips, in part due to its competitive advantages over rivals. A major one is its first-mover status. Nvidia has proven it can develop the specialized chips customers need to run their AI applications. As a result, it has established deep relationships with leading AI companies and strong brand power, making it harder for customers to switch to competing chips that might not perform as well as Nvidia's. Another significant competitive advantage is its full-stack computing platform. Nvidia combines superior GPU hardware, crucial software, and networking technologies. By selling entire systems, Nvidia has built an ecosystem that also makes it difficult for customers to switch, since they'd likely need products from several vendors to build a similar technology stack. Nvidia also has a strong financial profile, thanks to the billions of dollars in cash it generates each year from AI semiconductor sales. That's given it the financial firepower to invest in projects, funds, customers, and suppliers, providing them with the funding to expand, driving additional demand for Nvidia's chips. The future of Nvidia's market share Nvidia held a commanding 85% share of the GPU market in early 2026. While the company's continued innovation gives it a competitive edge, I predict Nvidia will likely steadily lose market share as more rivals launch competing chips at lower price points to capture a piece of the lucrative, growing AI chip market.