TSMC’s Strong Outlook Fires Up Hopes of Sustained AI Boom

🤖 OpenAI’s $10B Cerebras compute deal to make ChatGPT faster

OpenAI is set to acquire up to 750 megawatts of computing capacity from chip startup Cerebras over the next three years, in a deal exceeding $10 billion, according to a source close to the matter who spoke to Reuters.

The tech giant will deploy Cerebras hardware to power ChatGPT and other AI applications.

The deal comes as AI firms pivot from building ever-bigger models to focusing on continuous operation for users.

This next step—known as inference, when models generate responses—is turning into the routine workload and the main expense. TechStock² reports.


⚛️ Rigetti Computing stock initiated at buy alongside another quantum peer

Rigetti Computing stock added 5.11% during yesterday’s session to sit 8.98% higher year to date, with the initiation of coverage by Rosenblatt Securities suggesting further upside may be in store.

The firm has assigned a Buy rating, alongside another company in the sector, signalling a positive outlook on the company’s prospects within quantum computing.

Rosenblatt analyst John McPeake has set a price target of $40, suggesting substantial upside potential from current levels and implying a perceived upside of approximately 57%.

The firm also initiated coverage of another quantum computing company with a Buy rating and a $22 price target, pointing to potential upside of more than 70% from the latest close. AskTraders reports.


💾 SanDisk stock emerges as a top pick for 2026 after remarkable rise

SanDisk Corporation has emerged as a top investment choice for 2026, propelled by a staggering 982.81% surge in its stock price over the past year.

This exceptional performance, coupled with favorable industry dynamics and strategic positioning, has garnered significant attention from analysts and investors alike.

Bernstein recently reiterated its bullish stance on SanDisk, raising its price target to $580 from $300 while maintaining an outperform rating.

The firm’s optimistic outlook is based on unprecedented shortages in the NAND flash memory market and subsequent price increases.

Bernstein believes SanDisk is particularly well positioned to capitalize on these market conditions, offering the most upside potential in the short term. AskTraders reports.


🎯 High Roller Technologies partners with Crypto.com to enter the growing prediction markets space

High Roller Technologies, operator of the award-winning premium online casino brands High Roller and Fruta, announced it has entered into a binding letter of intent with Crypto.com | Derivatives North America for an exclusive partnership to launch an event-based prediction markets product in the United States.

The event contracts will be offered by Crypto.com Derivatives North America, a CFTC-registered exchange and clearinghouse, to customers through HighRoller.com.

The partnership will give users the ability to trade event-based contracts across markets such as finance, entertainment, and sports through a legal, engaging, and user-friendly platform. Globe Newswire reports.


👁️ Why did Ocular Therapeutix stock jump 13% in premarket trading today

French pharmaceutical giant Sanofi is preparing an offer to acquire the American biopharmaceutical firm, according to a report by French publication La Lettre.

Ocular Therapeutix was back on retail investors’ radar, with the stock surging 13% in premarket trading on Thursday, after reports emerged that Sanofi is preparing an offer to acquire the company.

According to La Lettre, the renewed interest comes after Ocular Therapeutix rejected Sanofi’s initial takeover bid in September, when the group offered $16 per share, a substantial premium to the company’s then-trading price of about $10.50. Stockwits reports.

*Estimate and Actual numbers represent Earnings Per Share in US Dollars


TSM: Taiwan Semiconductor
Q4 2025
Before Marker Open
Estimate: 2.790
Actual: 3.140

MS: Morgan Stanley
Q4 2025
Before Marker Open
Estimate: 2.430
Actual: N/A

GS: Goldman Sachs Gr
Q4 2025
Before Marker Open
Estimate: 11.660
Actual: N/A

“Time, not timing, creates wealth.”

– Vijay Kedia

Sourced in: Vijay Kedia on Investing – CNBC TV18.

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