Yahoo Finance • 5 days ago

This Semiconductor Stock Is Still 20% Below Its High but One Fund Is Betting Nearly $50 Million on Shares

Key Points Boston-based Portolan Capital Management added 289,844 shares of Semtech in the third quarter. The overall position value increased by $30.68 million from the previous period. As of September 30, Portolan reported holding 668,8... Full story

Yahoo Finance • 5 days ago

This Payments Stock Is Down 37% This Past Year as One Fund Trimmed a $40 Million Stake

Key Points Boston-based Portolan Capital Management sold 246,414 shares of Shift4 Payments in the third quarter. The overall position value decreased by $28.52 million from the previous period. As of September 30, Portolan reported holdin... Full story

Yahoo Finance • 5 days ago

Why One Fund Has Amassed a $64 Million Bet on This Volatile Digital Infrastructure Stock

Key Points Boston-based Portolan Capital Management purchased nearly 2.4 million shares of DigitalBridge Group in the third quarter. The position value increased by $32 million from the previous period. As of September 30, Portolan report... Full story

Yahoo Finance • 6 days ago

AI, Data Center Boom Fuels 190% Rally For Celestica. Is More Growth Ahead?

Canada-based Celestica has seen revenue balloon this year on soaring demand for AI, data center components. Expect further gains. Continue Reading... Full story

Yahoo Finance • 7 days ago

Stock Market Today: Gains Strengthen Again As Carvana, Newmont, Nuclear Play Set Up Entries (Live Coverage)

Stock Market Today: The Dow Jones index rose Thursday on a surprise CPI inflation report. Nvidia stock and Tesla rallied. Continue Reading... Full story

Yahoo Finance • 7 days ago

Stock Market Today: Index Gains Moderate; Carvana Outperforms As This Nuclear Play Sets Up (Live Coverage)

Stock Market Today: The Dow Jones index rose Thursday on a surprise CPI inflation report. Nvidia stock and Tesla rallied. Continue Reading... Full story

Yahoo Finance • 7 days ago

Dow Jones Futures Rise; Micron Jumps On Earnings After Oracle Leads AI Stock Sell-Off

Oracle and AI stocks drove damaging market losses Wednesday. Micron jumped late on strong earnings and blowout guidance. Continue Reading... Full story

Yahoo Finance • 7 days ago

What Does Celestica’s (TSX:CLS) Audit Chair Shift Reveal About Its AI Infrastructure Ambitions?

Celestica Inc. announced that Dr. Luis Müller will step down from its Board and Audit Committee chair role after the January 28, 2026 meeting, with current director Amar Maletira set to assume the Audit Committee chair, bringing more than... Full story

Yahoo Finance • 9 days ago

Data Center Switch Market Doubled in Three Years, Hits Record 3Q 2025, According to Dell'Oro Group

Accton, Celestica, and NVIDIA Captured Highest Share Gain REDWOOD CITY, Calif., Dec. 16, 2025 /PRNewswire/ -- According to a recently published report from Dell'Oro Group, the trusted source for market information about the telecommunicat... Full story

Yahoo Finance • 11 days ago

The Nvidia Blackwell vs. Google TPU Battle Explained – AI’s Biggest 2026 Showdown

24/7 Wall St Quick Read Google’s custom TPU chips are emerging as a serious challenger to NVIDIA’s GPUs, driven by potentially lower total cost of ownership through cheaper pricing and higher energy efficiency. Investor sentiment has shi... Full story

Yahoo Finance • 17 days ago

Goldman Sachs Adds Red-Hot Gaming and Technology Stocks to December Conviction List

Thinkstock The Goldman Sachs Conviction List is a curated list of stocks that the firm's research team believes are highly likely to outperform the market. It is a tool for investors to identify stocks with strong growth potential, freque... Full story

Yahoo Finance • 18 days ago

OpenAI Goes From Stock Market Savior to Anchor as AI Risks Mount

Photographer: SeongJoon Cho/Bloomberg (Bloomberg) -- Wall Street’s sentiment toward companies associated with artificial intelligence is shifting, and it’s all about two companies: OpenAI is down, and Alphabet Inc. is up. The maker of Ch... Full story

Yahoo Finance • 20 days ago

S&P Dow Jones Indices Announces Changes to the S&P/TSX Composite Index and S&P/TSX 60 Index

TORONTO, Dec. 5, 2025 /CNW/ - As a result of the quarterly review, S&P Dow Jones Indices will make the following changes in the S&P/TSX Composite Index and S&P/TSX 60 Index prior to the open of trading on Monday, December 22, 2025: S&P/TS... Full story

Yahoo Finance • 20 days ago

AI Back-End Networks Continue Their Shift to Ethernet, Now Accounting for Over Two-Thirds of 3Q 2025 Switch Sales in AI Clusters, According to Dell'Oro Group

Accton, Arista, and Cisco Gained the Most Share, While Celestica and NVIDIA Continue to Lead with Nearly 50 Percent Combined Share in the Ethernet Segment REDWOOD CITY, Calif., Dec. 5, 2025 /PRNewswire/ -- According to a recently publish... Full story

Yahoo Finance • 21 days ago

Jim Cramer Notes That “The Gemini 3 Improvement Was Very Good News for Google”

Alphabet Inc. (NASDAQ:GOOGL) is one of the stocks Jim Cramer recently discussed. Cramer highlighted the company’s Gemini 3 improvement, as he commented: “The Gemini 3 improvement was very good news for Google and all the stocks connected... Full story

Yahoo Finance • 23 days ago

Credo Technology praised by Wall Street amid booming growth

[Technology Background] David Cope Credo Technology (CRDO [https://seekingalpha.com/symbol/CRDO]) was in focus on Tuesday as Wall Street analysts praised the high-speed solutions company after it reported [https://seekingalpha.com/news/45... Full story

Yahoo Finance • 27 days ago

BofA’s ‘triple momentum’ stocks in gold, defense, nuclear, AI: WDC, GD, NVDA, and more

[Arrow Financial Data on energetic abstract graphic background. FINTECH] simoncarter/iStock via Getty Images Gold stocks (GLD [https://seekingalpha.com/symbol/GLD]), defense (ITA [https://seekingalpha.com/symbol/ITA]), (XAR [https://seeki... Full story

Yahoo Finance • 28 days ago

Guru Fundamental Report for CLS

Below is Validea's guru fundamental report for CELESTICA INC (CLS). Of the 22 guru strategies we follow, CLS rates highest using our Twin Momentum Investor model based on the published strategy of Dashan Huang. This momentum model looks f... Full story

Yahoo Finance • 30 days ago

Celestica (CLS) Bounces Back 15% on Bargain-Hunting

We recently published 10 Stocks Stealing Wall Street Spotlight. Celestica Inc. (NYSE:CLS) is one of the best-performing stocks on Monday. Celestica rebounded by 15.17 percent on Monday to close at $322.54 apiece as investors resorted to b... Full story

Yahoo Finance • last month

Broadcom stock surges 10% as Google AI success boosts supplier outlook

Investing.com -- Broadcom (NASDAQ:AVGO) stock surged 10% Monday, riding a wave of optimism surrounding Google’s artificial intelligence advancements. Other Google suppliers also saw significant gains, with Lumentum (NASDAQ:LITE) jumping 13... Full story