光通信领域，又有新“噱头”了。 就在不久前，一份名为《Micro LED CPO开启数据中心互连新局》的研报，引起了整个行业以及资本市场的关注。 研报指出，Micro LED CPO具有颠覆性的高带宽、低功耗和小型化优势，可以将光模块整体功耗降低20倍。行业专家也纷纷预测，这项技术将重新定义数据中心的架构设计，并可能在未来几年内掀起一场技术革新风暴。 受这个消息影响，3月5日，Micro LED概...
光通信领域，又有新“噱头”了。 就在不久前，一份名为《Micro LED CPO开启数据中心互连新局》的研报，引起了整个行业以及资本市场的关注。 研报指出，Micro LED CPO具有颠覆性的高带宽、低功耗和小型化优势，可以将光模块整体功耗降低20倍。行业专家也纷纷预测，这项技术将重新定义数据中心的架构设计，并可能在未来几年内掀起一场技术革新风暴。 受这个消息影响，3月5日，Micro LED概念股集体爆发。涨幅榜前10中，有7只“光电”概念股，风头正劲。 那么，到底什么是Micro LED CPO？它真的有那么厉害吗？今天这篇文章，小枣君就给大家做个深入解读。 Micro LED CPO = Micro LED + CPO Micro LED CPO，其实就是 Micro LED + CPO，即 微米级发光二极管（Micro LED）与共封装光学技术（CPO） 的深度融合。 Micro LED和CPO，都不是新名词。我们先说说CPO。 几年前，小枣君给大家科普过CPO（到底什么是NPO/CPO？）。CPO的本质，是把光模块（光引擎）从交换机的外表面，“搬进”交换机的心脏，和AISC交换芯片封装在一起。 这样一来，可以缩短光模块和交换芯片之间“电通道（上图红色线）”的距离，从而显著抑制电信号容易发生的高频信号衰减与电磁干扰。 “电通道”，一直都是限制连接速率的主要因素。当速率突破1.6Tbps，传统可插拔光模块方案已逼近物理极限，信号完整性急剧恶化，误码率飙升，散热与功耗也呈指数级增长。 过去这几年，CPO技术发展迅猛，已经开始进入规模商用阶段。资本市场也很早就做出了反应，相关概念股自2024年起已有明显涨幅。 CPO实物图 再来看看Micro LED。事实上， 这次Micro LED CPO爆火，关键在于Micro LED 。 第一眼看到Micro LED，大家会想到什么？当然是显示器啊。一直以来，我们所使用的液晶显示器，都是采用的LCD、LED等技术。 Micro LED，是一种更先进的LED技术。Micro的意思是“微小”。Micro LED是将LED微缩至5微米以下的自发光像素阵列技术，每个像素独立驱动、无背光、响应速度达纳秒级。 让Micro LED从实验室带入大众视野的，是大名鼎鼎的苹果Vision Pro。说白了，Micro LED最开始是为AR/V...
Ondas ( ONDS ) said its unit 4M Defense has received the first operational order worth about $15.8M under a previously announced multi-year demining program in Israel, part of a national land-clearance initiative valued at more than $30M The agreement could expand by up to $30 million in follow-on phases, potentially doubling the program’s total value. The program supports the company's autonomous...
Ondas ( ONDS ) said its unit 4M Defense has received the first operational order worth about $15.8M under a previously announced multi-year demining program in Israel, part of a national land-clearance initiative valued at more than $30M The agreement could expand by up to $30 million in follow-on phases, potentially doubling the program’s total value. The program supports the company's autonomous systems strategy for border and national security operations, using robotics, drones, and advanced sensing technologies, with successful execution potentially leading to additional orders and expanded scope. Shares -1.12%. More on Ondas Holdings Ondas: From Penny Stock To Defense Contender Ondas: Expensive, Dilutive, Unprofitable - And Still A Buy Ondas: The Industrial Bridge To Autonomous Dominance Ondas Holdings reports Preliminary Q4 results Ondas prelim Q4 revenue beats estimates; reaffirms 2026 outlook
Celularity ( CELU ) on Tuesday said that it has entered into definitive agreements for a strategic commercialization partnership for its placental-derived biomaterials portfolio that could generate up to $35 million in upfront and milestone payments. The regenerative and cellular medicine company granted an exclusive license to its commercial-stage biomaterials portfolio and certain development-st...
Celularity ( CELU ) on Tuesday said that it has entered into definitive agreements for a strategic commercialization partnership for its placental-derived biomaterials portfolio that could generate up to $35 million in upfront and milestone payments. The regenerative and cellular medicine company granted an exclusive license to its commercial-stage biomaterials portfolio and certain development-stage programs. The transaction is expected to close by April 15, 2026, subject to customary conditions. Celularity said it will retain exclusive manufacturing rights for the licensed products at its facility in Florham Park, New Jersey, and will be eligible to receive royalties on future net sales of certain development-stage products upon commercialization. The company said the deal is intended to monetize its commercial biomaterials portfolio and allow it to focus resources on advancing its longevity-focused therapeutic pipeline. Celularity also said it plans an organizational realignment, including workforce reductions and the transition of certain personnel to the commercial partner, aimed at lowering operating expenses and improving capital efficiency. CELU +18.4% premarket to $1.48. Source: Press Release More on Celularity Seeking Alpha’s Quant Rating on Celularity Financial information for Celularity
After 144 Years In New Jersey, Exxon Asks Shareholders To Back Texas Move To Cut Litigation Risks Whether it is Chevron, Tesla, Oracle, Caterpillar, CBRE, Fisher Investments, and/or an expanding roster of other major companies, corporate America has spent the better part of the post-Covid era shifting headquarters to Texas for one simple reason: the state offers a much more business-friendly envir...
After 144 Years In New Jersey, Exxon Asks Shareholders To Back Texas Move To Cut Litigation Risks Whether it is Chevron, Tesla, Oracle, Caterpillar, CBRE, Fisher Investments, and/or an expanding roster of other major companies, corporate America has spent the better part of the post-Covid era shifting headquarters to Texas for one simple reason: the state offers a much more business-friendly environment than left-leaning blue states. In a proxy filing on Tuesday, Exxon Mobil asked shareholders to approve moving its legal domicile from New Jersey to Texas after more than a century in New Jersey. The main reason executives want to move to the red state is its friendlier business climate, which offers more predictable decision-making and could also reduce exposure to frivolous lawsuits. "The Texas Redomiciliation may reduce the risk of future frivolous litigation against the Texas Corporation and its directors and officers," Exxon wrote in the filing. If approved at Exxon's May 27 shareholder meeting, the company would be governed by Texas law on issues such as bylaws, director duties, and shareholder rights. Exxon noted that most of its senior leadership and about a third of its global workforce are already based in Texas. Exxon's evolution from its Standard Oil days has left it incorporated in New Jersey since the 1880s, and its attempt to move is yet another example of corporate America abandoning states run by left-wing politicians pushing a failed green agenda and other destructive progressive policies in favor of red states governed by common sense. Here's a partial list of physical headquarters moved to Texas: Chevron — from San Ramon, California, to Houston, announced in August 2024. Tesla — from Palo Alto, California, to Austin, announced in 2021. Oracle — from Redwood City, California, to Austin, announced in 2020. Caterpillar — from Illinois to Irving, Texas, announced in 2022. Hewlett Packard Enterprise — from San Jose, California, to Spring, Texas, announc...
Richard Bernstein Advisors LLC cut its position in shares of Micron Technology, Inc. (NASDAQ:MU - Free Report) by 55.2% in the third quarter, according to the company in its most recent disclosure with the Securities and Exchange Commission (SEC). The institutional investor owned 10,635 shares of the semiconductor manufacturer's stock after selling 13,092 shares during the quarter. Richard Bernste...
Richard Bernstein Advisors LLC cut its position in shares of Micron Technology, Inc. (NASDAQ:MU - Free Report) by 55.2% in the third quarter, according to the company in its most recent disclosure with the Securities and Exchange Commission (SEC). The institutional investor owned 10,635 shares of the semiconductor manufacturer's stock after selling 13,092 shares during the quarter. Richard Bernstein Advisors LLC's holdings in Micron Technology were worth $1,779,000 at the end of the most recent quarter. Get Micron Technology alerts: Sign Up A number of other hedge funds have also recently added to or reduced their stakes in MU. REAP Financial Group LLC acquired a new position in shares of Micron Technology in the 3rd quarter valued at about $25,000. Barnes Dennig Private Wealth Management LLC purchased a new position in shares of Micron Technology during the 3rd quarter valued at approximately $27,000. Howard Hughes Medical Institute acquired a new stake in shares of Micron Technology in the 2nd quarter valued at about $30,000. Cullen Frost Bankers Inc. increased its holdings in shares of Micron Technology by 79.3% in the 3rd quarter. Cullen Frost Bankers Inc. now owns 199 shares of the semiconductor manufacturer's stock valued at $33,000 after acquiring an additional 88 shares during the last quarter. Finally, WealthCollab LLC boosted its holdings in shares of Micron Technology by 4,500.0% in the 2nd quarter. WealthCollab LLC now owns 276 shares of the semiconductor manufacturer's stock valued at $34,000 after buying an additional 270 shares during the period. 80.84% of the stock is owned by institutional investors and hedge funds. Insiders Place Their Bets In other news, EVP Manish H. Bhatia sold 26,623 shares of the firm's stock in a transaction that occurred on Thursday, January 22nd. The stock was sold at an average price of $391.04, for a total value of $10,410,657.92. Following the completion of the sale, the executive vice president directly owned 323,486 sh...
NVIDIA Corporation NVDA shares have soared 67.3% over the past year, outperforming the broader Zacks Semiconductor – General industry’s rise of 59.2%. NVDA has even outpaced major semiconductor companies, including QUALCOMM QCOM, STMicroelectronics STM and Texas Instruments TXN. Shares of STMicroelectronics and Texas Instruments have gained 34.5% and 10.4% in the trailing 12 months, while shares o...
NVIDIA Corporation NVDA shares have soared 67.3% over the past year, outperforming the broader Zacks Semiconductor – General industry’s rise of 59.2%. NVDA has even outpaced major semiconductor companies, including QUALCOMM QCOM, STMicroelectronics STM and Texas Instruments TXN. Shares of STMicroelectronics and Texas Instruments have gained 34.5% and 10.4% in the trailing 12 months, while shares of QUALCOMM have declined 9.8%. NVIDIA One-Year Price Return Performance Image Source: Zacks Investment Research NVIDIA has been a key beneficiary of the artificial intelligence (AI) boom, which has driven strong demand for its graphics processing units (GPUs) and computing solutions. As the demand for hardware supporting AI and high-performance computing is likely to remain strong, NVDA is well-positioned to benefit. This makes the stock a better investment option right now. Data Center Business: Key Growth Catalyst for NVIDIA NVIDIA’s most powerful growth engine continues to be its Data Center business. In the fourth quarter of fiscal 2026, the segment generated $62.31 billion in revenues, representing 91.5% of total sales. This marked a staggering 75% year-over-year increase and 22% sequential growth. The robust performance was mainly driven by higher shipments of the Blackwell GPU computing platforms that are used for the training and inference of large language models, recommendation engines and generative AI applications. The demand for NVIDIA’s Blackwell GPU computing platforms has been a key catalyst as cloud providers and enterprises scale their AI infrastructure. Large cloud service providers contributed to the majority of Data Center revenues, indicating continued hyperscale investment in AI-driven computing. With AI adoption accelerating across industries, NVIDIA's stronghold in data centers makes it a critical beneficiary of this trend. The company’s leadership in AI chip development positions it well for sustained revenue growth in this segment. NVIDIA’s Strong...
NVIDIA Corporation NVDA shares have soared 67.3% over the past year, outperforming the broader Zacks Semiconductor – General industry’s rise of 59.2%. NVDA has even outpaced major semiconductor companies, including QUALCOMM QCOM, STMicroelectronics STM and Texas Instruments TXN. Shares of STMicroelectronics and Texas Instruments have gained 34.5% and 10.4% in the trailing 12 months, while shares o...
NVIDIA Corporation NVDA shares have soared 67.3% over the past year, outperforming the broader Zacks Semiconductor – General industry’s rise of 59.2%. NVDA has even outpaced major semiconductor companies, including QUALCOMM QCOM, STMicroelectronics STM and Texas Instruments TXN. Shares of STMicroelectronics and Texas Instruments have gained 34.5% and 10.4% in the trailing 12 months, while shares of QUALCOMM have declined 9.8%. NVIDIA One-Year Price Return Performance Zacks Investment Research Image Source: Zacks Investment Research NVIDIA has been a key beneficiary of the artificial intelligence (AI) boom, which has driven strong demand for its graphics processing units (GPUs) and computing solutions. As the demand for hardware supporting AI and high-performance computing is likely to remain strong, NVDA is well-positioned to benefit. This makes the stock a better investment option right now. Data Center Business: Key Growth Catalyst for NVIDIA NVIDIA’s most powerful growth engine continues to be its Data Center business. In the fourth quarter of fiscal 2026, the segment generated $62.31 billion in revenues, representing 91.5% of total sales. This marked a staggering 75% year-over-year increase and 22% sequential growth. The robust performance was mainly driven by higher shipments of the Blackwell GPU computing platforms that are used for the training and inference of large language models, recommendation engines and generative AI applications. The demand for NVIDIA’s Blackwell GPU computing platforms has been a key catalyst as cloud providers and enterprises scale their AI infrastructure. Large cloud service providers contributed to the majority of Data Center revenues, indicating continued hyperscale investment in AI-driven computing. With AI adoption accelerating across industries, NVIDIA's stronghold in data centers makes it a critical beneficiary of this trend. The company’s leadership in AI chip development positions it well for sustained revenue growth in thi...
Oracle (NYSE:ORCL - Get Free Report) had its price target dropped by equities research analysts at Robert W. Baird from $300.00 to $200.00 in a research report issued on Tuesday,Benzinga reports. The brokerage presently has an "outperform" rating on the enterprise software provider's stock. Robert W. Baird's price target suggests a potential upside of 31.98% from the company's current price. Get O...
Oracle (NYSE:ORCL - Get Free Report) had its price target dropped by equities research analysts at Robert W. Baird from $300.00 to $200.00 in a research report issued on Tuesday,Benzinga reports. The brokerage presently has an "outperform" rating on the enterprise software provider's stock. Robert W. Baird's price target suggests a potential upside of 31.98% from the company's current price. Get Oracle alerts: Sign Up A number of other research firms have also weighed in on ORCL. The Goldman Sachs Group upgraded Oracle to a "strong-buy" rating in a report on Monday, January 12th. Citigroup dropped their target price on shares of Oracle from $370.00 to $310.00 and set a "buy" rating on the stock in a research report on Wednesday, March 4th. JPMorgan Chase & Co. cut their price objective on Oracle from $270.00 to $230.00 and set a "neutral" rating on the stock in a research report on Thursday, December 11th. UBS Group restated a "buy" rating on shares of Oracle in a report on Monday, February 2nd. Finally, Piper Sandler dropped their price objective on Oracle from $290.00 to $240.00 and set an "overweight" rating on the stock in a research note on Monday, February 2nd. Three investment analysts have rated the stock with a Strong Buy rating, twenty-six have given a Buy rating, nine have assigned a Hold rating and one has given a Sell rating to the stock. Based on data from MarketBeat, the company currently has an average rating of "Moderate Buy" and an average target price of $272.23. Get Our Latest Research Report on ORCL Oracle Stock Performance Shares of ORCL stock opened at $151.54 on Tuesday. The business's 50-day moving average price is $168.85 and its 200-day moving average price is $220.05. The firm has a market capitalization of $435.39 billion, a price-to-earnings ratio of 28.48, a PEG ratio of 1.34 and a beta of 1.66. Oracle has a 12 month low of $118.86 and a 12 month high of $345.72. The company has a current ratio of 0.91, a quick ratio of 0.91 and a debt...
TLDR Citigroup designated Nvidia, Broadcom, Texas Instruments, and Monolithic Power Systems as premier semiconductor investments AI infrastructure investments push data center chip demand to 34% of the total semiconductor market Nvidia delivered $68.1 billion in quarterly revenue with 73% annual growth; Broadcom achieved 29% growth reaching $19.31 billion Price objectives established at $270 for N...
TLDR Citigroup designated Nvidia, Broadcom, Texas Instruments, and Monolithic Power Systems as premier semiconductor investments AI infrastructure investments push data center chip demand to 34% of the total semiconductor market Nvidia delivered $68.1 billion in quarterly revenue with 73% annual growth; Broadcom achieved 29% growth reaching $19.31 billion Price objectives established at $270 for Nvidia and $475 for Broadcom by Citi analysts Intel and Qualcomm earned only Neutral designations due to weakening PC and mobile device market conditions Following comprehensive analysis of recent quarterly earnings results, Citigroup analysts have identified four semiconductor manufacturers as preferred investment opportunities. The financial institution awarded Buy ratings to Nvidia, Broadcom, Texas Instruments, and Monolithic Power Systems. According to the bank’s research, data center operations currently represent approximately 34% of total semiconductor consumption. Continuous capital deployment in artificial intelligence infrastructure remains the primary catalyst sustaining elevated demand levels. Citigroup positions Nvidia and Broadcom as essential portfolio components for investors seeking exposure to AI-driven capital expenditure trends. Texas Instruments and Monolithic Power earned recognition based on favorable product development trajectories and operational enhancements. NVIDIA Corporation, NVDA Nvidia delivered quarterly revenue of $68.1 billion, representing a 73% surge compared to the equivalent period one year earlier. The overwhelming majority of this expansion originated from artificial intelligence processors deployed in hyperscale data center environments operated by leading cloud service providers. Citigroup established a $270 price objective for Nvidia. The broader analyst community forecasts approximately 49% appreciation potential for the equity, accompanied by a consensus Strong Buy recommendation. Broadcom announced revenue of $19.31 billion duri...
(RTTNews) - TKO Group Holdings, Inc. (TKO), a sports and entertainment company, Tuesday announced that it entered into an accelerated share repurchase or ASR agreement to buy back $800 million of its outstanding Class A common stock. Further, the entertainment firm has also entered into a 10b5-1 trading plan to repurchase up to $200 million of its outstanding Class A common stock. Under the ASR ag...
(RTTNews) - TKO Group Holdings, Inc. (TKO), a sports and entertainment company, Tuesday announced that it entered into an accelerated share repurchase or ASR agreement to buy back $800 million of its outstanding Class A common stock. Further, the entertainment firm has also entered into a 10b5-1 trading plan to repurchase up to $200 million of its outstanding Class A common stock. Under the ASR agreement, the company will pay $800 million to Morgan Stanley & Co. LLC and will expect to receive an initial delivery of 3,136,179 shares of Class A common stock. The total number of shares will be based on the volume-weighted average price of Class A common stock on specified dates during the term of the ASR Agreement. Transactions under the ASR agreement are surmised to be completed in June with repurchases taking place under the 10b5-1 Plan once the ASR agreement is completed. In pre-market activity, TKO shares were trading at $205.91, up 0.88% on the New York Stock Exchange. The views and opinions expressed herein are the views and opinions of the author and do not necessarily reflect those of Nasdaq, Inc.