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Navitas, a Torrance, California-based fabless power semiconductor company founded in 2014, designs GaNFast gallium nitride power ICs and GeneSiC silicon carbide devices, along with silicon system controllers and digital isolators. Under the Navitas 2.0 strategy, it is moving away from mobile and consumer charging …
Cheaper oil on U.S.-Iran talks, a technology upgrade from Deutsche Bank and a constructive view from Bernstein have helped sentiment. Advanced Micro Devices (NASDAQ:AMD) reports earnings after the close, and investors treat them as a read-through for the group. Semiconductor ETFs are up roughly …
Penguin Solutions, formerly SMART Global Holdings, is a Fremont, California-based AI Factory Platform company that designs, builds, deploys and manages AI and high-performance computing infrastructure for enterprises, sovereign AI initiatives and neocloud providers. It reports Advanced Computing, Integrated Memory and Optimized LED segments, has …
Sequans, headquartered in Paris and founded in 2003 by CEO Georges Karam, is a fabless semiconductor company that designs 4G and 5G cellular IoT solutions for massive and broadband IoT markets. Its products include baseband processors, RF transceivers, system-on-chip products, LTE modules and design …
Third-quarter sales were a record above $1.6 billion, up 22.3% and 11.3% organically, above the high end of guidance, and non-GAAP EPS was $4.95, up 28%. Adjusted EBITDA margin was flat at 21.6%. Adjusted gross margin fell 220 basis points to 46% on memory …
Dynatrace is a Boston-based enterprise software company, founded in 2005, that provides an AI-powered observability platform for hybrid and multicloud environments. It earns revenue mostly from recurring subscriptions, about 96% of its roughly $2.0 billion in fiscal 2026 revenue.
Gartner is a Stamford, Connecticut-based research and advisory firm founded in 1979. It operates through Insights, Conferences and Consulting segments, has about 20,000 associates serving clients in about 90 countries and is an S&P 500 constituent.
Grab is a Singapore-headquartered technology company that operates a Southeast Asian super-app, bringing together deliveries through GrabFood, GrabMart and GrabExpress, mobility, and financial services including GrabPay, lending, insurance and digital banking. Founded in 2012 as a taxi-booking app, it operates across eight countries, has …
Ibotta is a Denver-based performanceMarketingand digital promotions technology company founded in 2011 and led by Chief Executive Officer Bryan Leach. Its Ibotta Performance Network lets consumer packaged goods brands deliver pay-per-sale digital offers to more than 200 million consumers through third-party publishers and retailers …
Shopify is an Ottawa-based commerce technology company whose platform lets merchants in more than 175 countries sell across online stores, physical retail, social media, marketplaces and AI channels. It earns revenue from Subscription Solutions and Merchant Solutions. Investors had been watching whether its agentic …
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