Nvidia Plans to Ship Powerful AI Chips to China Before Lunar New Year
Nvidia plans to ship "thousands" of H200 AI chips to China before mid-February, pending government approval, marking a major shift in U.S. chip policy.
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Citi Turns Bullish on Marvell Ahead of CES
Citi sees Marvell’s post-earnings dip as a buying chance, driven by AI data centers and strong growth outlook for 2026–2027.
Jefferies Starts Coverage on BlackSky With Buy Rating
Jefferies initiated coverage of BlackSky with a Buy rating and a $23 price target, citing strong growth potential from its space-based imagery business and new satellite constellation.
T1 Energy & Treaty Oak Sign 900MW Solar Manufacturing Deal
T1 Energy signs 3-year deal with Treaty Oak to supply 900MW of domestically-produced solar modules from its new Texas manufacturing facility.
Rocket Lab Secures $816M Contract to Build Defense Satellites
Rocket Lab secures $816M contract to build 18 missile-defense satellites for U.S. Space Force, its largest deal yet, totaling $1.3B in awards.
BlackBerry Shares Drop Despite Profit as QNX Growth Concerns Mount
BlackBerry stock fell over 11% despite Q3 profit and raised guidance, as investors worry about slowing growth at its key QNX embedded software division.