Navitas Semiconductor (Nasdaq: NVTS) has expanded its distribution agreement with Avnet (Nasdaq: AVT), making Avnet a globally franchised strategic distribution partner. This builds on an existing successful relationship with Avnet Silica in Europe and aims to support high-growth, high-power markets such as AI data centers, performance computing, energy infrastructure, and industrial electrification worldwide. The expanded partnership will provide global access to Navitas' GaN and SiC devices along with technical and commercial expertise from Avnet.

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.

SailPoint (SAIL) has seen its shares rebound by about 6% recently, despite being down year-to-date and trading significantly below analyst targets, prompting a re-evaluation of its valuation. The company's price-to-sales ratio of 11.6x is more than double the industry average, indicating a premium valuation for future revenue growth over near-term profitability, especially as it remains loss-making. A Discounted Cash Flow model suggests a fair value of $11.70 per share, significantly below the current $21.02, hinting at potential overvaluation.

T-Mobile US (TMUS) announced a new shareholder return program of up to $14.6 billion, including share repurchases and cash dividends, extending through December 31, 2026. This initiative follows a previous $14.0 billion program and aims to boost shareholder value, with its execution being subject to market conditions and company performance. An analyst has rated TMUS stock as a Buy with a $300.00 price target, while TipRanks' AI Analyst, Spark, rates it as "Outperform," highlighting strong financial performance but noting risks from bearish technical indicators and high leverage.

NetApp (NTAP) is currently trading around $119 a share, and despite mixed recent returns, it appears undervalued according to Simply Wall St's valuation metrics. A Discounted Cash Flow analysis suggests an intrinsic value of $185.65 per share, indicating a 35.7% undervaluation. The company's PE ratio of 20.1x also sits below its estimated fair ratio of 25.3x.

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.

Bank of America has downgraded PayPal (NASDAQ:PYPL) to "Neutral" due to the slower-than-expected turnaround in its core branded checkout business and anticipated heavy investments in 2026. Analysts are awaiting clearer evidence of the company's turnaround gaining traction before recommending a stronger position. The brokerage also noted PayPal's concerns about macro pressures affecting holiday spending, contrasting with generally positive reports from other retailers.

Amazon has significantly expanded its same-day grocery delivery service for Prime members, now reaching over 2,300 cities, up from 1,000 cities in August. The retailer has also increased its grocery selection by 30% and plans further expansion in 2026. Prime members receive free same-day delivery on orders over $25.

Rosen Law Firm reminds investors who purchased Synopsys, Inc. (NASDAQ: SNPS) securities between December 4, 2024, and September 9, 2025, of the December 30, 2025, lead plaintiff deadline for a securities fraud lawsuit. The lawsuit alleges that Synopsys failed to disclose that its increased focus on AI customers was negatively impacting its Design IP business economics and financial results. Affected investors are encouraged to join the class action to potentially recover compensation.

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.