Notícias

Silicon photonics run rate reached $680 million, targeting $1 billion by year-end.

Moby summary of Lightwave Logic, Inc.'s Q2 2026 earnings call

Bank of America just told investors that one of this year's biggest semiconductor winners is still cheap. On Aug. 7, BofA Securities started covering Tower Semiconductor (TSEM) with a Buy rating and a $367 price target. The call landed days after Tower posted the best quarter in its history. ...

Tower Semiconductor stock has delivered very strong returns over the past few years, yet on the current checks it still screens as expensive rather than a clear bargain. After such a powerful move, investors now have to weigh rich valuation signals against confidence in the company’s growth ambitions. Over the last 5 years Tower Semiconductor has returned roughly 7.9x, which puts recent valuation concerns into the context of a very powerful longer term rally. The company is leaning on...

Why Tower Semiconductor Stock Is Back in Focus After Q2 Results Tower Semiconductor (TSEM) is drawing fresh attention after reporting second quarter 2026 earnings on 4 August, along with record revenue guidance for the third quarter that places upcoming sales expectations at around US$520 million. See our latest analysis for Tower Semiconductor. The strong earnings update appears to be feeding into Tower Semiconductor’s share price momentum, with a 1 day share price return of 12.37% and year...

Tower Semiconductor recently reported past second-quarter 2026 results showing sales of US$460.08 million and net income of US$90.77 million, with both basic and diluted earnings per share from continuing operations increasing compared with a year earlier. For the first half of 2026, the company also lifted profitability alongside higher sales and then issued record third-quarter revenue guidance of about US$520 million, highlighting stronger operating momentum than previously reflected in...

This semiconductor stock has doubled in 2026 -- and the climb may not be ending anytime soon.

Wall Street analysts reshuffled their ratings on Friday with some bold calls that could move money fast, including a dramatic target cut on Trade Desk and a fresh Buy on SpaceX as markets brace for next week's inflation data.

Moby summary of Tower Semiconductor Ltd.'s Q2 2026 earnings call

Record Q2 revenue of $460 million, up 24% year-over-year, driven by surging silicon photonics and RF infrastructure demand, with 2028 targets raised to $3.6 billion in revenue.

Tower Semiconductor (NASDAQ:TSEM) reported record second-quarter 2026 revenue and profitability, citing accelerating demand for silicon photonics and related data-center connectivity products. The company also raised its 2028 financial model and detailed a two-track expansion plan in Japan intended

KraneShares just launched an actively managed ETF targeting the laser and optical chip companies powering AI data centers, but a fund with only two days of price history, a waivable fee discount, and holdings already deep in a selloff raises a pointed question about whether the timing is opportunity or trap.

Tower Semiconductor stock has delivered a very large 817.1% return over the past five years, yet the valuation checks paint it as expensive rather than a clear bargain, which raises questions about how much of the growth story around AI chips and photonics is already reflected in the current price. The roughly 8.2x gain over five years suggests long term holders have already captured substantial value that any new buyer needs to weigh against current expectations. The planned US$3b expansion...

Tower Semiconductor (NasdaqGS:TSEM) is back in focus after outlining a roughly $3b dual track expansion of its 300mm silicon photonics, silicon germanium, and advanced packaging capacity in Japan, supported by about $1b in government grants. See our latest analysis for Tower Semiconductor. The recent Japan expansion announcement has come on the back of sharp share price swings, with Tower Semiconductor’s stock up 15.8% over seven days but down 12.5% over 30 days, while the year-to-date share...

In mid-July 2026, Tower Semiconductor announced a dual-track expansion of its 300mm silicon photonics, silicon germanium, and advanced packaging capacity in Japan, backed by approximately US$1.00 billion in government grants as part of a roughly US$3.00 billion investment plan. The company also updated its 2028 business model to target US$3.60 billion in revenue and US$1.20 billion in net profit, signaling how this Japan build-out could reshape its scale in AI and data-center oriented...

The Israeli firm’s dual-track investment aims to boost Japan’s chipmaking capacity and supply chain with government backing.

Taiwan Semiconductor May Raise Chip Prices for the First Time in Years

On July 14, 2026, IBM’s profit warning dragged on the Dow even as easing inflation and resilient bank stocks steadied broader U.S. markets.

The chipmaker is expanding its capacity.

Tower Semiconductor (NASDAQ:TSEM) has announced plans to invest $3 billion to expand its semiconductor manufacturing footprint in Japan, with the project receiving $1 billion in financial support from the Japanese government. The announcement sent the company’s U.

Israeli chipmaker Tower Semiconductor said on Tuesday it will invest $3 billion to ‌bolster chip manufacturing in Japan, including $1 billion in ‌grants from the Japanese government. The move aims to help the company's production ‌of silicon photonics - ⁠which uses light to move data faster between AI chips - and silicon-germanium technology, which ⁠enables faster and more energy-efficient semiconductor devices. The expansion will occur in two phases, with the first phase involving ​converting Tower's ​Arai facility in Japan, ​formerly Fab 6, for ‌300-millimeter silicon photonics production, with full operations expected by the fourth quarter of 2027.

Recent developments in the AI chip sector include a notable collaboration between VERAXA Biotech and Ardigen. This partnership focuses on integrating artificial intelligence into drug discovery processes to enhance VERAXA's BiTAC pipeline, targeting cancer treatments. The AI will aid in selecting synergistic cancer target pairs, potentially improving therapeutic outcomes by reducing toxicity and systemic effects. This initiative highlights the growing role of AI chips in revolutionizing...

The company's photonics business is gaining traction as Tower Semiconductor ships 5 million PICs to customers.

Tower Semiconductor announced shipment of 5 million coherent photonic integrated circuits (PICs) to Marvell Technology’s global customers. The shipments are tied to Marvell’s next generation optical networking solutions for AI driven data centers. The milestone reflects growing deployment of high speed photonics as bandwidth needs increase for AI workloads. The development adds a fresh data point for investors tracking NasdaqGS:MRVL and its role in AI infrastructure. For investors watching...

Tower Semiconductor Ltd. (NASDAQ:TSEM) is one of the top stocks to buy according to Whale Rock Capital Management. On June 18, Tower Semiconductor Ltd. (NASDAQ:TSEM) announced that it has shipped more than five million coherent photonic integrated circuits (PICs) to global customers of its partner Marvell Technology. These chips are used in coherent optical transceivers, […]

Tradr ETFs, a provider of ETFs designed for sophisticated investors and professional traders, today launched five new leveraged ETFs on single stocks. The Cboe-listed funds seek to deliver two times long (200%) the daily performance of a specific underlying stock. "The recent market debut of Quantinuum brought renewed enthusiasm to the quantum computing space, one where we already have a strong presence with ETF strategies on Rigetti, D-Wave, QCi and Xanadu," said Matt Markiewicz, Head of Product and Capital Markets at Tradr ETFs.

AI infrastructure stocks experienced a sell-off after a report said OpenAI was considering delaying its IPO.

Tradr ETFs, a provider of ETFs designed for sophisticated investors and professional traders, announced that it expects to launch five single stock leveraged ETFs on Wednesday, July 1. For detailed information on Tradr ETFs and the significant risks involved with leveraged ETFs, please visit www.tradretfs.com.

The Morning Bull - US Market Morning Update Tuesday, Jun, 23 2026 US stock futures are mixed in early trade, with E-mini S&P 500 futures slightly down around 0.2% while Nasdaq futures are flat to modestly higher. A key driver is the US 10 year Treasury yield, which is sitting near 4.48% and indicates that borrowing costs for mortgages, credit cards, and companies remain relatively high. At the same time, investors are bracing for the PCE inflation report, the Federal Reserve's preferred cost...

SpaceX initiation, Apple downgrade among today's top calls on Wall Street