VanEck Robotics ETF(IBOT.US)

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BUZZ-Bernstein upgrades ASML and taps it top pick amid global memory bottleneck

Bernstein has upgraded ASML to "outperform" from "market perform" and named it a top pick among European semiconductors, citing expected capacity expansions at memory chipmakers in 2026. The stock rose about 4% following the announcement. The demand from AI data centers is creating a global supply crunch, benefiting ASML as major memory manufacturers like Samsung, Micron, and SK Hynix ramp up their advanced processes, which require ASML's EUV lithography tools. Bernstein anticipates significant growth for ASML in 2026 and 2027, driven by rising demand from TSMC.

Reuters·
US
ASML
+1.14%
Reuters·
US
ASML
+1.14%

CES 2026 opens Jan. 6 in Las Vegas with robotics expected to dominate the conversation

CES 2026 will open on January 6 in Las Vegas, focusing on robotics as the main theme. Major announcements from chip industry leaders, including Nvidia and AMD, are scheduled for January 5. Attendees can expect discussions on AI-powered products, humanoid robots, and innovations in gaming and vehicle technology. Concepts for flying cars and wearable AI devices may also be showcased. The event will feature a mix of serious and experimental products from various companies, with early events starting before the official opening.

Cryptopolitan·
US
NVDA
-0.47%
US
AMD
-3.04%
Cryptopolitan·
US
NVDA
-0.47%
US
AMD
-3.04%

ASML Jumps on Analyst Double Upgrade Citing AI Cycle

ASML Holding shares rose approximately 4% after Aletheia Capital upgraded the stock from Sell to Buy, citing improved demand trends in semiconductor manufacturing. The upgrade reflects expectations for stronger earnings due to rising orders for extreme ultraviolet lithography tools, essential for AI and high-performance computing. Aletheia also increased its price target and forecasts for 2026 and 2027, anticipating faster growth in EUV revenue driven by higher shipment volumes. Overall analyst sentiment towards ASML has improved as visibility into AI-related chip spending increases.

GuruFocus·
DE
ASME
0.00%
US
ASML
+1.14%
GuruFocus·
DE
ASME
0.00%
US
ASML
+1.14%

BUZZ-Chipmakers set to log 2025 gains as AI rally persists despite bubble fears

Chipmakers are projected to see significant gains in 2025, driven by ongoing investments in AI despite bubble concerns. The Philadelphia Semiconductor Index is expected to close over 43% higher, marking its third consecutive year of gains. Nvidia is on track for a ~40% increase, while Broadcom anticipates a 50% rise. AMD could close ~80% higher, and Intel is set for an 86% increase. Micron may rise nearly 250% due to AI demand, and Qualcomm is expected to see a 13% rise. Analysts from Jefferies note that AI remains a strong focus for investors.

Reuters·
US
QCOM
+3.48%
US
AMD
-3.04%
US
INTC
+1.70%
Reuters·
US
QCOM
+3.48%
US
AMD
-3.04%
US
INTC
+1.70%

Cybeats Technologies Secures Three-Year Contract Expansion with Emerson

Cybeats Technologies Inc. has secured a three-year contract expansion with Emerson, enhancing the use of its SBOM Studio platform across more business units. This extension signifies a strong commitment from Emerson, driven by the need for regulatory compliance and improved software supply chain risk management. The partnership began in 2022 and reflects the growing adoption of SBOM-driven security programs among large enterprises.

Reuters·
US
EMR
+1.94%
Reuters·
US
EMR
+1.94%
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