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.
Author
Latest reporting and analysis by Rick Kilback.
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.
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 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 released its Q4 2025 investor letter, detailing fund performance and citing Markel Group as a top performer in its value strategy.
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'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.
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 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.
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.