Strategic investments in next-generation nanosecond annealing (NSA) and IBD300 systems for low-resistance metals are progressing through evaluations at multiple Tier 1 logic and DRAM customers.Compound semiconductor market share gains are being realized through new 300-millimeter GaN-on-silicon and arsenide phosphide systems targeting power, microLED, and photonics markets.Data storage demand is rebounding as customers adopt Heat-Assisted Magnetic Recording (HAMR), leading to increased capital intensity and ...

We recently published 10 Losing Stocks in an Otherwise Optimistic Market. Axcelis Technologies Inc. (NASDAQ:ACLS) was one of the worst performers on Wednesday. Axcelis ended two straight days of gains on Wednesday, slashing 16.74 percent to finish at $82.01 apiece as investor sentiment was dampened by a dismal earnings performance in both the full-year and fourth quarter of 2025. In an updated report, Axcelis Technologies Inc. (NASDAQ:ACLS) said that net profit last year fell by 40.2 percent to $120.2 mi ...

US Dec housing starts rose +6.2% m/m to a 5-month high of 1.404 million, stronger than expectations of 1.304 million. Dec building permits (a proxy for future construction) rose +4.2% m/m to a 9-month high of 1.448 million, stronger than expectations of 1.400 million.US Dec capital goods new orders nondefense ex-aircraft and parts (a proxy for capital spending) rose +0.6% m/m, stronger than expectations o +0.3% m/m.US MBA mortgage applications rose +2.8% in the week ended February 13, with the purchase mort ...

Core Viewpoint - Kevin Brewer, a director of FormFactor, Inc., has announced his retirement from the Board of Directors, effective after his current term, and will not seek re-election at the 2026 Annual Meeting of Stockholders [1] Group 1: Board Changes - Kevin Brewer has been a director since 2024 and will not stand for re-election at the upcoming Annual Meeting scheduled for May 15, 2026 [1] - His decision to retire is not due to any disagreements with FormFactor regarding its operations or policies [1] Group 2: Board Member Contributions - Tom St. Dennis, chairperson of FormFactor, praised Brewer for his outstanding contributions, highlighting his financial expertise as a former CFO and extensive operations experience [2] - Brewer is currently a member of both the Audit Committee and the Governance and Nominating Committee [2] Group 3: Company Overview - FormFactor, Inc. is a leading provider of test and measurement technologies for the semiconductor industry, supporting the entire product life cycle from characterization to production testing [4] - The company aims to enhance profitability for semiconductor clients by optimizing device performance and improving yield knowledge [4] - FormFactor operates through a network of facilities located in Asia, Europe, and North America [4]

Market Performance - U.S. stocks experienced an upward trend, with the Nasdaq Composite increasing by more than 1% on Wednesday [1] - The Dow Jones Industrial Average rose by 0.57% to 49,814.98, while the Nasdaq gained 1.25% to 22,860.17, and the S&P 500 increased by 0.84% to 6,900.97 [1] Sector Performance - Energy shares saw a gain of 1.6% on Wednesday [1] - In contrast, real estate stocks experienced a decline of 1.2% in trading on Tuesday [1] Economic Indicators - U.S. durable goods orders fell by 1.4% month-over-month in December, following a revised gain of 5.4% in November [2] Commodity Prices - Oil prices increased by 4.2% to $64.93, while gold rose by 2.3% to $5,020.40 [3] - Silver prices surged by 6.2% to $78.120, and copper rose by 2.7% to $5.7965 [3] European Market Performance - European shares were higher, with the eurozone's STOXX 600 rising by 1.19%, Spain's IBEX 35 Index increasing by 1.35%, and London's FTSE 100 gaining 1.23% [4] - Germany's DAX rose by 1.12%, and France's CAC 40 climbed by 0.81% during the session [4] Asian Market Performance - Asian markets closed higher, with Japan's Nikkei gaining 1.02% and India's BSE Sensex increasing by 0.34% [5]

The market’s focus this week will be on corporate earnings results and economic news. Later today, the minutes of the Jan 27-28 FOMC meeting will be released. On Thursday, initial weekly unemployment claims are expected to decline by -2,000 to 225,000. Also, the Feb Philadelphia Fed business outlook survey is expected to fall by -5.3 to 7.3. In addition, the Dec trade deficit is expected to widen to -$86.0 billion. Finally, Jan pending home sales are expected to increase by +2.0% m/m. On Friday, Q4 GDP is e ...

Economic Indicators - The market's focus includes corporate earnings results and economic news, with the release of the FOMC meeting minutes and various economic indicators expected this week [1] - Initial weekly unemployment claims are expected to decline by 2,000 to 225,000, while the Philadelphia Fed business outlook survey is anticipated to fall by 5.3 to 7.3 [1] - The December trade deficit is expected to widen to $86.0 billion, and January pending home sales are projected to increase by 2.0% month-over-month [1] - Q4 GDP is expected to expand by 3.0% on a quarter-over-quarter annualized basis, with the core price index expected to climb by 2.6% [1] Manufacturing and Housing Data - US January manufacturing production rose by 0.6% month-over-month, exceeding expectations of 0.4% and marking the largest increase in 11 months [2] - December housing starts increased by 6.2% month-over-month to a five-month high of 1.404 million, surpassing expectations of 1.304 million [2] - December building permits rose by 4.2% month-over-month to a nine-month high of 1.448 million, also exceeding expectations of 1.400 million [2] - December capital goods new orders (nondefense ex-aircraft and parts) rose by 0.6% month-over-month, stronger than the expected 0.3% [2] Stock Market Performance - Stock indexes are rising due to solid US economic news, with the S&P 500 Index up by 0.36%, the Dow Jones Industrial Average up by 0.47%, and the Nasdaq 100 Index up by 0.40% [4] - Over three-quarters of S&P 500 companies have reported earnings, with 75% beating expectations, and S&P earnings growth is expected to climb by 8.4% in Q4 [4] - Excluding the Magnificent Seven megacap technology stocks, Q4 earnings are expected to increase by 4.6% [4] Company-Specific Developments - Garmin Ltd reported Q4 revenue of $2.12 billion, above the consensus of $2.00 billion, and forecasts full-year revenue of $7.90 billion, stronger than the consensus of $7.61 billion, leading to a stock increase of over 15% [10] - Global Payments is up more than 11% after forecasting full-year adjusted EPS of $13.80 to $14.00, well above the consensus of $13.59 [11] - Caesars Entertainment reported Q4 same-store adjusted EBITDA of $901.0 million, above the consensus of $900.1 million, resulting in a stock increase of over 11% [11] - Pitney Bowes reported Q4 adjusted EPS of 45 cents, above the consensus of 38 cents, and forecasts 2026 adjusted EPS of $1.40 to $1.60, stronger than the consensus of $1.38, leading to a stock increase of over 9% [12]

The introduction of the Purion H6 next-generation high-current implanter is designed to address tightening precision and productivity requirements in advanced logic and memory.Strategic focus on the CS&I business resulted in 14% year-over-year growth, providing a high-margin stabilizer during a period of lower system shipments.Memory demand for DRAM and HBM applications improved sequentially, driven by the accelerating infrastructure requirements of artificial intelligence.Silicon carbide demand is currentl ...

Axcelis reported GAAP gross margin of 47% and non-GAAP gross margin of 47.3% , above its outlook, driven by a higher mix of CS&I and a favorable mix of upgrades. Non-GAAP operating expenses were $62 million , above outlook due largely to higher variable compensation associated with better-than-expected performance. GAAP EPS was $1.10 and non-GAAP EPS was $1.49 .CFO Jamie Coogan added that fourth-quarter systems revenue was $156 million , while Customer Support & International (CS&I) revenue reached a quarte ...

分组1 - Cohu reported a quarterly loss of $0.15 per share, which was worse than the Zacks Consensus Estimate of $0.07, marking an earnings surprise of -324.89% [1] - The company posted revenues of $122.23 million for the quarter ended December 2025, exceeding the Zacks Consensus Estimate by 0.19% and showing a year-over-year increase from $94.12 million [2] - Cohu has surpassed consensus EPS estimates three times over the last four quarters, indicating a positive trend in earnings performance [2] 分组2 - Cohu shares have increased approximately 46.8% since the beginning of the year, significantly outperforming the S&P 500's gain of 1.4% [3] - The current consensus EPS estimate for the upcoming quarter is $0.13 on revenues of $120.25 million, while for the current fiscal year, it is $0.76 on revenues of $513 million [7] - The Electronics - Manufacturing Machinery industry, to which Cohu belongs, is currently ranked in the top 13% of over 250 Zacks industries, suggesting a favorable outlook for stocks in this sector [8]