News — AI supercycle headlines

MT Newswires1d agoneutral

Tower Semiconductor Poised to Meet or Surpass Expectations in Upcoming Q1 Results, Wedbush Says

Tower Semiconductor (TSEM) is poised to meet or surpass analysts' expectations when it reports its Q

Simply Wall St.4d agoneutral

Tower Semiconductor Weighs Defense Supply Chain Growth And Credit Tailwinds

Tower Semiconductor (NasdaqGS:TSEM) is expanding its role in US defense supply chains through a partnership with Axiro Semiconductor to manufacture advanced radar chips domestically. Standard & Poor’s Maalot recently revised the company’s credit outlook to Positive, signaling increased confidence in its credit profile. For investors watching NasdaqGS:TSEM, the company now sits at a share price of $210.0, with very large 1 year and 5 year return multiples, including around 7x over 5 years...

TSEM

Motley Fool4d agoneutral

Why Tower Semiconductor Rallied in April

Tower Semiconductor continued its torrid run with new customer wins and continued enthusiasm for AI-related chip stocks.

INTC NVDA TSEM

Zacks6d agoneutral

Why to Bet on Quantum Computing ETFs Now

Quantum ETFs are surging as breakthroughs, funding and AI demand fuel growth, offering diversified exposure to a high-risk, high-reward theme.

IBM IONQ NOK QTUM TER TSEM

Investor's Business Daily14d agoneutral

Quantum Computing Stocks Are Next Big Play After AI, Says Defiance ETF Executive

Sylvia Jablonski, chief investment officer at Defiance ETFs, explores key investing issues for quantum computing stocks.

QBTS RGTI TSEM

Simply Wall St.15d agoneutral

Does Tower Semiconductor’s (TSEM) Axiro Radar Deal Quietly Reframe Its Defense Risk‑Reward Profile?

Tower Semiconductor and Axiro Semiconductor recently announced the availability and ramp-up to volume production of Axiro’s high-performance Ku- and X‑band radar beamforming ICs, built on Tower’s Silicon Germanium technology at its U.S. fabs for defense applications. This collaboration not only targets advanced radar performance requirements but also bolsters U.S. defense supply chain resilience by providing domestically sourced, secure foundry services for critical systems. We’ll now...

TSEM

MT Newswires16d agoneutral

Exchange-Traded Funds Down, Equity Futures Mixed Pre-Bell Monday Amid Hormuz Uncertainty, Corporate Earnings

The broad market exchange-traded fund SPDR S&P 500 ETF Trust (SPY) was down 0.1%, and the actively t

IGV TSEM

InvestorsHub16d agoneutral

Tower Semiconductor and Axiro Launch U.S.-Made Defense Radar Chips

Tower Semiconductor Ltd. (NASDAQ:TSEM) has partnered with Axiro Semiconductor to introduce new radar beamforming integrated circuits produced at Tower’s U.

TSEM

24/7 Wall St.18d agoneutral

The Optical AI Boom’s Biggest Winners: 3 Under-the-Radar Stocks Fueling the Revolution

Artificial intelligence isn’t just a software story anymore — it’s an infrastructure arms race. Data centers are hitting physical limits as power consumption and heat climb alongside AI workloads. That’s where optical photonics steps in. Instead of electrons crawling through copper wire, photons race through fiber or waveguides at the speed of light. The payoff? ... The Optical AI Boom’s Biggest Winners: 3 Under-the-Radar Stocks Fueling the Revolution

AXTI LWLG TSEM