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Amazon's $6.5 billion chip deal with Astera Labs is a 'double-edged sword'","url":"https://stock-news.laohu8.com/highlight/detail?id=2610595448","media":"Dow Jones","labels":["corporation"],"top":-1,"itemType":null,"share":"https://ttm.financial/m/news/2610595448?lang=en_us&edition=fundamental","pubTime":"2026-02-12 00:22","pubTimestamp":1770826920,"startTime":"0","endTime":"0","summary":"While the agreement promises robust future revenues for Astera Labs, analysts are concerned about customer concentration and a hit to margins. Shares of Astera Labs tumbled on Wednesday despite a fourth-quarter earnings beat, as investors questioned the merits of the large deal with Amazon.For Astera Labs, landing a multibillion-dollar commitment from Amazon.com is a vote of confidence for its technology - but such a deal isn't without its risks.Shares of Astera Labs  tumbled 20.2% in recent trading on Wednesday morning, despite the company reporting higher-than-expected fourth-quarter revenue and earnings, as investors weighed concerns over margin compression, or lower profitability, and customer concentration.The semiconductor-connectivity specialist, which went public last year, revealed a $6.5 billion warrant agreement with Amazon  to help it build out data centers for Amazon Web Services. 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Highlights Broadcom's AI Prospects with TPU Demand Surge, Sees Nearly 40% Upside","url":"https://stock-news.laohu8.com/highlight/detail?id=1105762450","media":"Stock News","labels":["dataReport"],"top":-1,"itemType":null,"share":"https://ttm.financial/m/news/1105762450?lang=en_us&edition=fundamental","pubTime":"2026-02-11 16:38","pubTimestamp":1770799137,"startTime":"0","endTime":"0","summary":"UBS has released a specialized research report on Broadcom (AVGO.US), maintaining its \"Buy\" rating and $475 price target. 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Investment Partners trims Broadcom stake under Barry Dargan","url":"https://stock-news.laohu8.com/highlight/detail?id=2610601546","media":"TIPRANKS","labels":["shareholding"],"top":-1,"itemType":null,"share":"https://ttm.financial/m/news/2610601546?lang=en_us&edition=fundamental","pubTime":"2026-02-11 11:06","pubTimestamp":1770779164,"startTime":"0","endTime":"0","summary":"Intermede Investment Partners Ltd, managed by Barry Dargan, recently executed a significant transaction involving Broadcom Inc. 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Semiconductor Corp. Stock Outperforms Competitors On Strong Trading Day","url":"https://stock-news.laohu8.com/highlight/detail?id=2610861674","media":"Dow Jones","labels":[],"top":-1,"itemType":null,"share":"https://ttm.financial/m/news/2610861674?lang=en_us&edition=fundamental","pubTime":"2026-02-11 06:02","pubTimestamp":1770760920,"startTime":"0","endTime":"0","summary":"This article was automatically generated by MarketWatch using technology from Automated Insights.Shares of ON Semiconductor Corp.  rallied 3.50% to $67.38 Tuesday, on what proved to be an all-around mixed trading session for the stock market, with the Dow Jones Industrial Average  rising 0.10% to 50,188.14 and the S&P 500 Index  falling 0.33% to 6,941.81.ON Semiconductor Corp. hit a new 52-week high, surpassing its previous peak of $66.86, which the company achieved on January 28th.The stock outperformed some of its competitors Tuesday, as NVIDIA Corp.  fell 0.79% to $188.54, Broadcom Inc.  fell 1.02% to $340.44, and Qualcomm Inc.  rose 0.83% to $140.09.Trading volume  eclipsed its 50-day average volume of 9.3 M.Data source: Dow Jones Market Data, FactSet. Data compiled February 10, 2026.This content was created by MarketWatch, which is operated by Dow Jones & Co. MarketWatch is published independently from Dow Jones Newswires and The Wall Street 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Unveils Advanced AI Networking Chip to Challenge Broadcom and NVIDIA","url":"https://stock-news.laohu8.com/highlight/detail?id=1135791520","media":"Deep News","labels":["productRelease"],"top":-1,"itemType":null,"share":"https://ttm.financial/m/news/1135791520?lang=en_us&edition=fundamental","pubTime":"2026-02-10 16:57","pubTimestamp":1770713838,"startTime":"0","endTime":"0","summary":"Cisco Systems introduced a new chip and router on Tuesday, designed to accelerate data transmission in large-scale data centers. 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unveils new AI networking chip, taking on Broadcom and Nvidia","url":"https://stock-news.laohu8.com/highlight/detail?id=2610122696","media":"Reuters","labels":["productRelease"],"top":-1,"itemType":null,"share":"https://ttm.financial/m/news/2610122696?lang=en_us&edition=fundamental","pubTime":"2026-02-10 16:30","pubTimestamp":1770712200,"startTime":"0","endTime":"0","summary":"Cisco unveils new AI networking chip, taking on Broadcomand NvidiaBy Stephen 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Q4 2025 earnings before tax per employee at SEK 5,300, down 90.8%","url":"https://stock-news.laohu8.com/highlight/detail?id=2610199826","media":"Reuters","labels":["dataReport"],"top":-1,"itemType":null,"share":"https://ttm.financial/m/news/2610199826?lang=en_us&edition=fundamental","pubTime":"2026-02-10 15:16","pubTimestamp":1770707817,"startTime":"0","endTime":"0","summary":"Proact IT Group AB reported a total revenue of SEK 1,208.0 million for the full year 2025. Recurring revenue for the same period amounted to SEK 434.9 million. Investments in fixed assets reached SEK 201.1 million for the year. The average number of employees was 1,103. During the period, Proact IT Group AB completed the acquisition of the Danish IT company Consular ApS, which strengthened its infrastructure and cloud offering in the Nordic region. The company also concluded a previously announced cost efficiency programme, resulting in one-off costs of approximately SEK 54 million charged to the fourth quarter of 2025. In terms of management changes, sa Regen Jansson was appointed as interim CFO, and Niklas Jakobsson, former Managing Director for Dell Technologies in Sweden, was appointed Business Unit leader. Proact IT Group AB was also named an authorised VMware Cloud Service Provider within the Broadcom Advantage Partner Programme after the balance sheet date. 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Materials Inc. Stock Underperforms Monday When Compared To Competitors Despite Daily Gains","url":"https://stock-news.laohu8.com/highlight/detail?id=2610366952","media":"Dow Jones","labels":[],"top":-1,"itemType":null,"share":"https://ttm.financial/m/news/2610366952?lang=en_us&edition=fundamental","pubTime":"2026-02-10 05:33","pubTimestamp":1770672780,"startTime":"0","endTime":"0","summary":"This article was automatically generated by MarketWatch using technology from Automated Insights.Shares of Applied Materials Inc.  advanced 2.50% to $330.57 Monday, on what proved to be an all-around favorable trading session for the stock market, with the S&P 500 Index  rising 0.47% to 6,964.82 and the Dow Jones Industrial Average  rising 0.04% to 50,135.87.This was the stock's third consecutive day of gains.Applied Materials Inc. closed 4.07% below its 52-week high of $344.60, which the company reached on January 29th.The stock demonstrated a mixed performance when compared to some of its competitors Monday, as Broadcom Inc.  rose 3.31% to $343.94, Qualcomm Inc.  rose 1.16% to $138.93, and Advanced Micro Devices Inc.  rose 3.63% to $216.00.Trading volume  remained 17,237 below its 50-day average volume of 7.3 M.Data source: Dow Jones Market Data, FactSet. Data compiled February 9, 2026.This content was created by MarketWatch, which is operated by Dow Jones & Co. 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Equity Indexes Remain Mixed in Final Leg of Trading","url":"https://stock-news.laohu8.com/highlight/detail?id=2610566511","media":"MT Newswires Live","labels":[],"top":-1,"itemType":null,"share":"https://ttm.financial/m/news/2610566511?lang=en_us&edition=fundamental","pubTime":"2026-02-10 04:56","pubTimestamp":1770670591,"startTime":"0","endTime":"0","summary":"US equity indexes traded mixed ahead of the close on Monday as mega-cap technology names pushed the S&P 500 and the Nasdaq Composite higher.The Nasdaq advanced 0.9% to 23,244.1, the S&P 500 climbed 0.5% to 6,967.3, while the Dow Jones Industrial Average was steady at 50,135.7. Health care and consumer staples led the decliners.Among companies with a market capitalization of more than $200 billion, the top gainers were Oracle , Nvidia , Broadcom , Microsoft , and Meta Platforms , according to data compiled by Finviz.D. A. Davidson upgraded Oracle to buy from neutral, with a price target of $180. Shares of Oracle were up 10%, among the top gainers on the S&P 500.In economic news, consumer expectations for one-year US inflation growth slowed to 3.1% in January from 3.4% gain in the previous month, according to a survey released by the New York Federal Reserve Bank on Monday. The median inflation growth expectations remained at 3.0% both for three and five years ahead.Most US Treasury 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