'Firing on all cylinders': Wall Street strategists expect a strong quarter of earnings growth

🏗️ Why TopBuild shares are trading higher by 20%

Shares of TopBuild Corp rose sharply in pre-market trading after QXO agreed to acquire TopBuild for $17 billion.

TopBuild shares jumped 20.2% to $493.01 in pre-market trading. Benzinga reports.


⚡ Redwire stock faces fresh selling pressure as major holders file new sales after $20 million Marine Corps order

Redwire Corp’s top shareholders lined up to unload as many as 2.03 million shares on Friday, filing to sell right after the space and defense contractor announced fresh Marine Corps drone business.

The filings put the group’s potential sales at roughly $22.8 million, based on the aggregate market values disclosed.

The timing’s key here: more shares out there can sap momentum, and Redwire hasn’t finished digesting the extra stock from last year’s Edge Autonomy acquisition.

Shares dropped 7.84% Friday, closing at $10.34, but that’s still about 30% higher than where they ended Dec. 31. TechStock² reports.


🤖 Morgan Stanley says autonomous AI could boost CPU demand and reshape data centers

Morgan Stanley said increasingly autonomous artificial intelligence could boost demand for central processing units, reshape data center buildout and widen investment beyond the graphic chips that have dominated the AI boom so far.

"As AI transitions from generation to autonomous action, the computing bottleneck is shifting towards CPU and memory, driving a step-change in general-purpose compute intensity," Morgan Stanley said in a note on Sunday, adding that demand for graphic processing units remains strong. Yahoo Finance reports.


🤝 Report: Google in talks with Marvell to build new AI chips

Alphabet's Google is in talks with Marvell Technology to develop two new chips aimed at running AI models more efficiently, The Information reported on Sunday citing two people with knowledge of the discussions.

One of the chips is a memory processing unit designed to work with Google's tensor processing unit and the other chip is a new TPU built specifically for running AI models, the report said. Yahoo Finance reports.


💻 Q4 earnings outperformers: Amtech and the rest of the semiconductor manufacturing stocks

As the craze of earnings season draws to a close, here’s a look back at some of the most exciting (and some less so) results from Q4.

Today, we are looking at semiconductor manufacturing stocks, starting with Amtech.

The semiconductor industry is driven by demand for advanced electronic products like smartphones, PCs, servers, and data storage.

The need for technologies like artificial intelligence, 5G networks, and smart cars is also creating the next wave of growth for the industry.

Keeping up with this dynamism requires new tools that can design, fabricate, and test chips at ever smaller sizes and more complex architectures, creating a dire need for semiconductor capital manufacturing equipment. Yahoo Finance reports.

“Markets are never wrong, opinions often are.”

– Jesse Livermore

Sourced in: Reminiscences of a Stock Operator — GoodReads.

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