Navitas Semiconductor has expanded its global distribution agreement with Avnet, making Avnet a strategic partner for Navitas' GaN and SiC products. This collaboration aims to boost Navitas' reach in high-power markets, providing enhanced technical and commercial support across various sectors like AI data centers and renewable energy. Both companies anticipate that this expanded partnership will accelerate the adoption of energy-efficient solutions and streamline product access for customers worldwide.

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).

Ciena Corporation's stock has seen a significant surge, rising 7.72%, driven by strategic AI integration and successful deployment of its technology with Constl, part of Space World Group, for a 1 Tbps line rate over 1,450 km. Analysts from Needham, JPMorgan, CFRA, and Morgan Stanley have raised price targets, citing strong demand in the cloud and telecom sectors fueled by AI investments. While Ciena demonstrates promising financial health and significant assets, its high P/E ratio suggests potential overvaluation, although investors are betting on future growth and innovation.

AlphaTON Capital (NASDAQ: ATON) has signed a 60-month agreement with atNorth for 2.2 MW of high-performance computing capacity at a Tier 3 facility in Kista, Sweden, starting February 1, 2026. This deal includes a Right of First Refusal for an additional 2.1 MW, potentially bringing their total capacity to 4.3 MW, capable of deploying over 4,000 GPUs. The infrastructure will support AI-as-a-Service, GPU compute marketplaces, and inference services for the Telegram ecosystem.

Analog Devices Inc. (ADI) stock has reached an all-time high of $283.24 USD, marking a significant milestone driven by robust performance and investor confidence. The stock has climbed over 31% in the past year, with analysts reiterating Buy ratings and raising price targets based on strong Q4 results and growth prospects in AI, automation, and connectivity.

SoundThinking, Inc. (SSTI) has scheduled a virtual meeting for December 18, organized by Lake Street, to discuss its future prospects and strategies with investors. The company operates in public safety technology, focusing on solutions like ShotSpotter, and despite challenges in profitability, maintains a strong market presence. The meeting is an opportunity for investors to gain insights into SoundThinking's direction, especially given its mixed financial health and potential liquidity constraints.

Salesforce, Inc. presented at the Barclays 23rd Annual Global Technology Conference on December 11, 2025. This article provides a transcript of the event, featuring Miguel Milano from Salesforce discussing company updates. Access to the full transcript is restricted to subscribers.

An insider at Hewlett Packard Enterprise (HPE) recently sold shares amounting to $1,519,125, as revealed in a new SEC filing. This transaction follows other recent insider sales and comes amidst various analyst adjustments to HPE's price target and rating. The company has also been in the news concerning its AI servers and fiscal Q4 results.

Guggenheim has initiated coverage of Amazon.com (AMZN) with a "Buy" rating, reflecting a positive outlook on the company's future performance. The firm set a price target of $300 for AMZN, suggesting significant potential upside for the stock. This new analyst coverage could influence investor sentiment and trading activity for Amazon shares.

Retail investors are actively buying shares of Netflix (NFLX) following a $40 billion market value decline triggered by skepticism around its potential acquisition of Warner Bros. Discovery. Despite a 15% drop over six sessions, representing its worst losing streak since May 2022, amateur investors perceive this downturn as a significant buying opportunity. Netflix was notably the third most active stock on Interactive Brokers' platform for the week ending Monday, indicating strong retail interest amidst Wall Street's concerns over a potential bidding war.