GCT Semiconductor Reports First Commercial 5G Chipset Shipment
GCT Semiconductor shipped its first commercial 5G chipsets on January 6. H.C. Wainwright maintained a Buy rating with a $3 target on January 13.
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Rick Kilback
Latest reporting and analysis by Rick Kilback.
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Broadcom Sees Market Cap Surge Amid AI Inference Demand
Broadcom's market cap exceeds $1.6 trillion, with stock up nearly 700% over five years. Fourth-quarter net revenue increased 28% year over year. The company's chips are positioned for the AI inference phase, serving major tech firms.
BlackRock Seeks India Approval for Renewable Energy Stake
BlackRock seeks regulatory clearance in India to invest $333.6 million in Aditya Birla Renewables, a 4.3GW portfolio company, while also confirming a stake in Avadel Pharmaceuticals.
Fenimore Asset Management Reports Q4 2025 Results and Highlights Markel Group
Fenimore Asset Management released its Q4 2025 investor letter, detailing fund performance and citing Markel Group as a top performer in its value strategy.
Evercore Receives Price Target Boosts and Expands in Saudi Arabia
Evercore Inc. saw price target increases from Keefe Bruyette and Wolfe Research in early January. The firm also announced progress on its Middle East expansion, receiving a license and planning a Riyadh office.
Nvidia Faces Rising Competition in AI Chip Market
Nvidia's dominance in AI infrastructure faces challenges from Broadcom's custom ASICs and TSMC's manufacturing role, with analysts projecting significant revenue growth for Broadcom.
Polaris Receives Buy Rating and Plans Indian Motorcycle Spinoff
Seaport Research initiated coverage of Polaris with a Buy rating and $83 target. The company also announced plans to spin off Indian Motorcycle, expecting financial benefits from the deal.
AMD Launches New AI Embedded Processors and Expands HPE Partnership
AMD introduced Ryzen AI Embedded processors on Jan 5 for edge AI applications and expanded its collaboration with HPE on Jan 2 for scalable AI infrastructure.
Bank Earnings Unfold Amid Policy Concerns and Market Reactions
Fourth quarter earnings season begins with major banks reporting results. Stocks react to policy risks and credit card rate cap proposals while companies like TSMC and BlackRock post strong numbers.