Navitas Semiconductor announced a global expansion of its distribution agreement with Avnet, making Avnet a strategic distribution partner for Navitas’s GaNFast and GeneSiC wide bandgap products. This move aims to provide faster global access and consistent technical support for high-power markets such as AI data centers, HPC, renewable energy, and industrial electrification, building on Avnet Silica's prior European success. The partnership assigns Avnet comprehensive commercial and engineering responsibilities to accelerate the worldwide adoption of Navitas’ GaN and SiC platforms.

Iron Mountain maintains double-digit growth driven by its Matterhorn strategy, with no further restructuring planned. The company's data center and ALM businesses are expanding rapidly due to strong leasing, rising memory prices, and strategic acquisitions. Capital is primarily focused on high-return data center projects, while digital and physical storage remain robust.

TD SYNNEX (NYSE: SNX) announced it will report its financial results for the fourth quarter and full year of fiscal 2025 before the U.S. market opens on Thursday, January 8, 2026. The company will host a conference call on the same day at 6:00 a.m. PT / 9:00 a.m. ET to discuss these results. Earnings materials and a live webcast link will be available on the investor relations section of its website.

Since generative AI's 2022 debut, international developed markets (EAFE) have seen value outperform growth, notably led by banks, while the U.S. and emerging markets have favored growth. A 50/50 blend of the MSCI USA Growth and MSCI EAFE Value Indexes has historically provided diversification benefits, higher returns, and lower volatility, particularly in rising interest rate environments. This suggests a need for regionally aware style allocation for resilient portfolios.

|Radial Entertainment has secured a licensing agreement with Telus Communications to bring five fan-favorite FAST channels, including "Iron Chef" and "Forensic Files," to Telus's streaming platforms in Canada. The deal makes over 910 hours of content available on Telus TV and Stream+, accessible to Optik TV and Stream+ subscribers at no extra cost. This partnership aims to leverage Radial's FAST expertise and deliver premium content to a broad Canadian audience.

AlphaTON Capital (ATON) has secured a significant colocation agreement with atNorth AB, a European data center operator, to enhance its infrastructure for decentralized AI computing. Operating in digital asset management within the financial services sector, AlphaTON faces challenges including zero revenue and negative earnings, reflected in its low GF Score of 41. This strategic alliance is a key step, though investors should consider the financial risks and high volatility.

Jeremy Cox, SVP, Controller & CTO at Hewlett Packard Enterprise Co (NYSE:HPE), sold 63,503 shares of common stock for a total of $1.5 million on December 9th and 10th. The transactions occurred at prices ranging from $23.6998 to $24.75 per share, and Cox also exercised options to acquire additional shares. These insider sales come amidst mixed financial news for HP Enterprise, including a revenue shortfall in the October quarter but significant growth in its Networking division.

NXP Semiconductors (NXPI) recently closed at $230.78, marking a 1.2% daily gain and outperforming the S&P 500. The company's shares have risen 12.42% over the last month, surpassing its sector and the broader market. Upcoming earnings are projected to show a 3.77% EPS rise and 6.12% revenue escalation, with the company currently holding a Zacks Rank of #3 (Hold).

Analog Devices Inc. (ADI) reached an all-time high of $283.24 USD, reflecting a strong year with a 31.82% stock price increase and a 34.71% year-to-date return. This growth is supported by positive analyst sentiment, robust Q4 results exceeding expectations, and continuous innovation in the semiconductor industry. The company also boasts 23 consecutive years of dividend increases, showcasing investor confidence and resilience.

AlphaTON Capital has signed a 60-month agreement with atNorth for a 2.2 MW data center capacity in Sweden, with an option for an additional 2.1 MW. This expansion supports AlphaTON's decentralized AI computing and AI-as-a-Service offerings, despite the company currently not being profitable. InvestingPro data shows ATON is trading below its Fair Value and holds more cash than debt, with earnings expected the next day.